Client Overview

A leading mortgage brokerage recently acquired by a major property services firm is positioned for significant expansion in the London market with ambitions to grow nationally and internationally. Their strategic vision involves transforming from a compact team of 4 professionals into one of London's largest brokerages with 30 specialised staff over a three-year period.

The Challenge

Following their acquisition, the client faced the substantial task of rapidly scaling their operation while maintaining their reputation for excellence. They needed to attract and secure multiple high-calibre financial services professionals, including mortgage advisors, protection specialists, paraplanners, and mortgage administrators—all within a competitive talent market where such expertise is in high demand.

Our Approach

Our tailored recruitment strategy focused on three key pillars:

Talent Mapping: We conducted a comprehensive market analysis to identify qualified professionals across the mortgage and protection advisory landscape, creating a detailed talent pool of potential candidates who aligned with the client's growth ambitions and cultural values.

Consultative Process: Working closely with the client's leadership team, we developed a deep understanding of their business model, company culture, and specific requirements for each role. This collaborative approach enabled us to accurately represent their employer value proposition to potential candidates.

Extensive Industry Network: We leveraged our decade-long presence in the financial services sector, activating our established relationships with mortgage advisors, protection specialists, and support professionals to identify candidates who might not be actively seeking new opportunities but would be open to the client's unique growth proposition.

Leadership

The project was led by our senior consultant, who brings over 8 years of specialised recruitment experience in the residential property market, backed by relevant academic qualifications in real estate. Their expertise spans from entry-level to Director placements, with particular strength in growth-focused initiatives, making them ideally suited to support the client's ambitious expansion plans.

Results

• Successfully placed 10 financial services professionals to date
• Maintained a high shortlist-to-interview conversion rate
• Established an ongoing recruitment pipeline for remaining positions
• Met timeframe requirements despite market constraints
• Delivered candidates who exceeded initial experience requirements

Key Success Factors

Our partnership with the client demonstrates how strategic recruitment can accelerate business transformation. By combining deep market knowledge, consultative engagement, and targeted talent identification, we've enabled the client to progress confidently toward their goal of becoming a market-leading mortgage brokerage both in London and beyond.