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Ivy Recruitment Partners

Financial Planning Recruitment Specialists
0.0 (0)
Australia, Australia
1 employees
2018

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Company Description

Based in Melbourne and serving clients nationwide, Ivy Recruitment Partners is a specialist recruitment firm devoted to the financial planning profession. Founded in 2018 and led by Director and Principal Consultant Kim Eveleigh, the agency blends nearly two decades of sector experience with a practical, partnership driven model that aligns talent and business needs. Ivy focuses exclusively on the financial services ecosystem, particularly boutique to mid sized financial planning and accounting practices across Melbourne, Geelong, Sydney, and Brisbane, and is trusted by leading firms for its discretion, speed, and market insight. The firm delivers end to end hiring solutions across permanent, temporary, and contract engagements, including specialist offerings such as contract paraplanners, personality and psychometric profiling specific to financial planning, client advertising, resume writing and contract templates, and targeted consulting to refine role design and selection processes. Typical mandates span Client Services Assistants, Paraplanners, Associate Advisors, Compliance Officers, Financial Planners, Team Leaders, and Practice Managers, with adjacent coverage in mortgage broking and accounting where these skill sets intersect advice, compliance, and client experience. Ivy operates a deep referral network and curated FP talent community, maintaining long standing relationships on both the client and candidate side and advocating for transparent communication at every step of the search. Whether building a new advice team, backfilling a key revenue role, or adding interim capacity to clear review or SOA backlogs, the firm provides practical shortlists, interview guidance, and onboarding support to ensure a strong technical and cultural match. By combining disciplined screening with current knowledge of industry regulation, platforms, and advice processes, Ivy Recruitment Partners helps financial planning businesses hire with confidence and scale sustainably, viewing every placement as a long term investment in client outcomes and firm growth.

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