1. FinTalent
- Focus:
- Mortgage and finance broking only
- Model:
- Retained executive search
- Guarantee:
- 120 days
- Based:
- Melbourne, placed roles in every state
- Support placements:
- 8 senior client service managers
- Case studies:
- Marquee Group, Fortifi Finance
- Temp desk:
- No
- Support focus 9/10
- Brokerage fit 10/10
- Reach 7/10
- Evidence 7/10
Total33/40
FinTalent recruits the senior end of broker support: client service managers who own the file and the client from submission to settlement, and processors ready to become one. Eight of its 54 published placements are senior client service managers, and two of the five candidate reviews on its site are from senior CSMs, one of whom wrote that Joe makes the process "far more pragmatic and simple".
Marquee Group's fourth placement in twelve months was a senior client services manager, after two credit analysts and a development finance broker, and Marquee reports all four are still there. At Fortifi Finance, where the founder was the only broker and still writing his own credit proposals, FinTalent ran four searches in eleven months, starting with the training capacity he was missing.
Its screening follows its published loan processor brief: process discipline, lender fluency, calm under volume and room to grow. It doesn't run a temp desk and hasn't published junior processor placements, so for cover next week or an entry-level seat, a bigger desk is the better call.
Scale is the limit. FinTalent is one recruiter, Joe Shephard, who runs every search himself, so it takes on a handful of briefs at a time and isn't the right call if you need thirty support hires across five branches this year. A bigger desk will push more volume through.
Joe Shephard's verdict: The first thing I ask is who owns the client after the deal is submitted. If it's you, you're hiring a processor. If it's the new person, you're hiring a client service manager, the published band runs $5,000 higher at the ceiling, and it's a different job. Skip this and you hire a processor, hand over the client anyway, and get asked for a title change at month nine.