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  • 1. KEILLAR RESOURCING LTD
  • 2. CONTENTS 3 About Keillar Resourcing Ltd 4 Recruitment Process – Candidate attraction 5 Recruitment Process - Registration and Interview 6 Previous Placements 7-8 Why Choose Keillar? 9 Equality and Diversity Policy 10 - 11 The Keillar Team 12 Contact Details2
  • 3. ABOUT KEILLAR RESOURCING LTD Keillar Resourcing is an award-winning specialist in the field of financial services recruitment. Our success is based on our determination to add value to the recruitment process in an over- arching ethical manner. This involves ensuring that we understand the needs of both clients and candidates and giving real, unbiased advice. As a result of our commitments to service, we have received numerous industry awards and the majority of our candidates now come to us via referral. We recruit on behalf of the major life and investment companies, as well as private banks and private client firms. We have recruited into all of the UKs financial centres and we regularly recruit for overseas positions in locations such as the Channel Islands, the Isle of Man, Continental Europe, the Middle East, Far East and Australasia. Keillar specialises in areas we understand, an ethos supported by the fact that our consultants have relevant industry experience alongside qualifications including MCSI, IMC, FPC, MBA, Prince2, CertRP and FCIPD. Our specialities: Wealth Management Risk Management Portfolio Management Proposition Development Compliance Relationship Management Intermediary Sales Investment Sales Marketing Alternative Investments Fund of Funds RFP Investment Research Financial Planning Corporate Governance3
  • 4. RECRUITMENT PROCESS –Candidate Attraction The majority of our candidates and clients come to us via recommendation. We also identify further candidates from a number of sources: our existing candidate bank, web advertising, specific local advertisements, personal contacts within the careers services, CFA, CISI and universities. Keillar Resourcing has regular advertising space in the following trade publications and websites: Press Websites Investment Adviser keillar.com Financial Adviser efinancialcareers.com Money Marketing wealthcareers.com Wealth Briefing cityjobs.com Database Keillar has an extensive national and international database of experienced candidates, which we have built up over many years. This database has largely grown through referral, industry connections and advertising. We also regularly have candidates returning to us for career advice, candidates who become clients and those we have contacted directly.4
  • 5. RECRUITMENT PROCESS –Registration and Interview All candidates who contact Keillar Resourcing and are subsequently registered with us receive an acknowledgement. In short, this confirms the following: Our ‘Commitment to Candidates’, including details of Keillar Resourcing procedures and confirmation of our adherence to Data Protection Act Contact methods An optional ‘homework’ document, to ascertain more detail regarding the candidate and their ideal role sought All candidates are interviewed by a consultant at Keillar Resourcing – these interviews can be telephone based, but we prefer to carry out face to face interviews where this is feasible. Candidates are questioned regarding their background, their reasons for leaving and other, more imaginative questions. These could include ‘imagine if we fast forwarded three months and you were offered a role, what would your manager say?’5
  • 6. PREVIOUS PLACEMENTSSuccessfully completed assignments include:Head of Sales Head of Financial Services Regional Sales TeamProduct Specialist International Sales Team Portfolio ManagerRelationship Manager Equity Analyst Property AnalystRFP Broker Desk Broker ConsultantMarketing Director STEP Practitioner WRAP Consultant6
  • 7. WHY CHOOSE KEILLAR? We are an award-winning, financial services only recruiter with national and international experience, recruiting at or above mid-level We specialise in areas we understand. All consultants at Keillar Resourcing have industry experience with qualifications including MCSI, IMC, FPC, MBA, Prince2, CertRP and FCIPD We have recruited successfully into all of the UKs major financial centres and regions While the majority of our work is within the UK, we have successfully recruited for positions in Europe, offshore jurisdictions such as the Channel Islands and the Isle of Man, Southern Africa, Latin America, the Middle and Far East and Australia. In the Far East, we have recruited two of the longest serving managers in the region We personally interview all candidates – either in person or over the telephone We have an extensive national database of experienced candidates, which has been built up over many years. This database has grown through direct approach, industry connections, referral, regular advertising, candidates becoming clients and clients becoming candidates Our client base includes major life companies, investment houses, private banks and wealth managers7
  • 8. WHY CHOOSE KEILLAR? We have recruited Head of Wealth Management, Head of Financial Services, Head of Sales, Portfolio Managers, Relationship Managers, Financial Planners Marketing and Risk Managers. We provide a full consultancy service to assist clients in their interview processes and any other aspects of recruitment and selection that you require Unlike many recruitment companies, we guarantee that all candidates have given permission for their details to be sent and have been fully briefed on the role. You are, therefore, assured of only receiving details of candidates who are genuinely interested in your position Keillar Resourcing wishes to develop best practice within the industry and we act as a tutor for the externally validated examinations of the recruitment professions trade body, the Recruitment and Employment Confederation The majority of our work is carried out on a search and selection basis, however, we can offer a number of bespoke recruitment services including retained and executive search tailored to the circumstances and nature of your recruitment project8
  • 9. EQUALITY AND DIVERSITY POLICYKeillar Resourcing embraces diversity and seeks to promote diversity in all ofits business activities. All employees have signed their agreement to work inaccordance with Keillar’s Diversity Policy, a copy of which can be provided asrequested.We are here to ensure that the best people are put forward for a role, and provided that they areeligible to work in the UK, suitability is the main criterion as no other considerations are taken intoaccount. Last year we successfully recruited a 60 year old to a sales role in Kent, and a Ukrainian toa sales support role in London.Personally, Harris has battled prejudice over a large number of years and has successfully recruited:  a 52 year old when the client originally requested someone under 35  a Bengali to an investment role in Edinburgh when it was made very clear that they only wanted Caucasians  the first ever female broker consultant to one of the medium sized life officesSonia Wilson (Office Manager) recently attended an age discrimination seminar run by theRecruitment and Employment Confederation to ensure that we are also fully compliant with agediscrimination legislation.9
  • 10. THE KEILLAR TEAMHarris KeillarManaging DirectorHarris has thirty years recruitment experience, with the majority being within financialservices. MBA qualified, he was a director with one of the large nationals prior to opening KeillarResourcing in 1996. Much of his time is spent advising clients and candidates on their career optionsand assisting client companies with their expansion plans. Successful placements have includedHead of Sales for Asia, Senior Underwriter in Sydney, Head of Sales for asset managementhouses and a multi-lingual Head of Marketing for an offshore office. Harris is Fellow of both theChartered Institute of Personnel and Development and the Institute of Recruitment Professionals. AllKeillar Resourcing employees pride themselves on operating in a highly ethical way, treatingcandidates and clients with integrity at all times.Paul MullarkeyConsultantPaul has worked in financial services for over 15 years, initially as a broker consultant within life andasset management and latterly as an IFA, giving him a great deal of insight into both sides of themarket. Paul is a Certified Financial Planner (CFP), holds the Investment Management Certificate(IMC) and is now studying towards his Diploma in Recruitment Practice. Having joined Keillar in2011, Paul is a key account manager looking after UK life and investment companies and he alsorecruits advisers into IFA and wealth management roles.10
  • 11. THE KEILLAR TEAMDavid Hill, Chartered MCSIHaving previously worked for Brewin Dolphin and Barclays Wealth, David entered recruitment in1997. As an ‘Executive Recruiter’, his focus is on ‘buy side’ recruitment, covering investment andwealth management assignments across the UK and overseas. Assignments have includedinvestment management, investment research, discretionary and intermediary sales, marketing,product development and risk management. Clients have encompassed global providers, boutiquesand regional firms, offering both traditional and alternative products.David is a Chartered Member of the Securities Institute, having passed the Securities InstituteDiploma, the IMC and the Financial Planning Certificate.Gary StrachanConsultantGary moved into recruitment shortly after graduating from Aberdeen University and joined KeillarResourcing at the beginning of 2007. Working as a recruitment consultant, he trained under the moreexperienced consultants, taking a brief foray into hiring on the bancassurance front with an affiliatedoutsourcer.11
  • 12. CONTACT DETAILSMany thanks for taking the time to see us today.If you have any questions at all, please feel free to ask them now or you cancontact us at any time using the details below:Keillar ResourcingEdinburghTel: 0131 557 9668LondonTel: 020 7101 2801www.keillar.comHarris KeillarMobile: 07779 048077harris@keillar.comDavid HillMobile: 07979 996365david@keillar.comPaul MullarkeyMobile: 07875 341758paul@keillar.comGary StrachanMobile: 07800 871008gary@keillar.com12