Blogs from the Cranleigh Personnel team – here we will be sharing industry news, recruitment insights and our personal experiences from 10 years of wealth planning recruitment.

The Five Steps of Interview Prep

You have perfected your CV, applied for your dream role and got invited to interview. Now what? 

Here’s the five steps of interview prep every candidate needs to know:

Business Owners: Your People Are Your Power

If your business is anything like mine; you started out alone. Then, in time, business got so busy you needed to take on help. In more time, you needed more help and the team grew and grew.

Are you burned out?

“When you do what you love, you’ll never work a day in your life.” 

Whilst we enjoy the sentiment, this old adage couldn’t be further from the truth. When you do what you love, it’s hard to know when to stop.

Salary Benchmarking – What is Average?

There is no hotter topic in recruitment. Salaries, salary benchmarking and finding that ever evolving ‘average’ salary. Yearly salary surveys are conducted throughout the industry to capture as much data as possible – but they don’t always tell the full story.

Flexible vs Remote

The global pandemic accelerated the ‘Workplace Digital Revolution’, with millions of us leaving the office in March 2020 and working remotely from the safety of our own homes. For many, this was a welcome step into a more flexible work life – but do you know the difference between flexible working and remote working?

Company Culture – What Is It and How Do You Shape It?

It’s a term that gets used a lot in recruitment. Company Culture.

But what does it mean? What is a company’s culture? How are cultures created? And what should candidates be looking out for?

What does your social media presence say about you?

Like most of modern life, recruitment has undergone a digital evolution in recent years. Gone are the days of phone calls or interviews, armed with nothing more than a CV or printed job description. 

Top tips for screening candidates prior to interviewing them

Interviews can be time consuming. They’ll take you away from your desk and most importantly, away from clients. No matter what role you are recruiting for, save yourself time and use these screening tips before inviting candidates in for interview.

Make Recruiting Your Wealth Planning Team Easy

Be clear of the progression plan. Wealth Planning candidates want to know the opportunity for progression. If you’re recruiting an IFA administrator, can they progress to Paraplanning? If you are recruiting a Paraplanner, could they progress to IFA?

Recognising Red Flags in Interviews

It’s widely recognised that the Wealth Planning industry is a candidates market. Candidates who are aware of this may display behaviours throughout the recruitment process that we would describe as ‘red flags’.

Hire the Right Candidate – Every Time

When hiring a Wealth Planning candidate, you want to get it right first time. Whether you are interviewing an Admin or an IFA, there are two popular methods of interviewing: the traditional conversation interview and the competency-based interview.

Key Steps to Hiring

As an SME, the health of your business relies on your small, but strong team. The Wealth Planning industry is candidate led market and this can, occasionally, cause mild panic when it comes to recruiting within the industry.

Beware of the Counter Offer

Perhaps the most frustrating part of the entire recruitment process, the Counter Offer. But, with a shortage of good candidates across the Wealth Planning industry we are seeing a definite trend towards companies working an awful lot harder to keep their people.

The Five Steps to Reducing Recruitment Stress

Whether you are recruiting an IFA Administrator, Paraplanner or an Adviser, it’s likely you will feel the pressure to get it right throughout the hiring process. For SMEs like us, a new hire is an investment that can have a big impact on your existing team and the wider business.

Five reads that will help you do better business

Let’s be clear – these are NOT self-help books! These are books we’ve read (or audio books we have listened to) that left us with a better understanding of leadership, strategy, mind set or confidence.


Five thoughts we’ve all shared before starting a job search

Change is scary, and candidates often share how apprehensive they feel when starting their search for a new role. Allow me to reassure you; you have nothing to fear!

Competency Based Model for Interviews

Competency interviewing (also referred to as a situational, behavioural or performance based interviewing) is a style of interviewing used to evaluate a candidate’s competence.