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 Details
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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 UK's 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 Governance
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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.
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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?’
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6. PREVIOUS PLACEMENTS
Successfully completed assignments include:
Head of Sales Head of Financial Services Regional Sales Team
Product Specialist International Sales Team Portfolio Manager
Relationship Manager Equity Analyst Property Analyst
RFP Broker Desk Broker Consultant
Marketing Director STEP Practitioner WRAP Consultant
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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 UK's 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
managers
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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 profession's 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 project
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9. EQUALITY AND DIVERSITY POLICY
Keillar Resourcing embraces diversity and seeks to promote diversity in all of
its business activities. All employees have signed their agreement to work in
accordance with Keillar’s Diversity Policy, a copy of which can be provided as
requested.
We are here to ensure that the best people are put forward for a role, and provided that they are
eligible to work in the UK, suitability is the main criterion as no other considerations are taken into
account. Last year we successfully recruited a 60 year old to a sales role in Kent, and a Ukrainian to
a 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 offices
Sonia Wilson (Office Manager) recently attended an age discrimination seminar run by the
Recruitment and Employment Confederation to ensure that we are also fully compliant with age
discrimination legislation.
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10. THE KEILLAR TEAM
Harris Keillar
Managing Director
Harris has thirty years' recruitment experience, with the majority being within financial
services. MBA qualified, he was a director with one of the large nationals prior to opening Keillar
Resourcing in 1996. Much of his time is spent advising clients and candidates on their career options
and assisting client companies with their expansion plans. Successful placements have included
Head of Sales for Asia, Senior Underwriter in Sydney, Head of Sales for asset management
houses and a multi-lingual Head of Marketing for an offshore office. Harris is Fellow of both the
Chartered Institute of Personnel and Development and the Institute of Recruitment Professionals. All
Keillar Resourcing employees pride themselves on operating in a highly ethical way, treating
candidates and clients with integrity at all times.
Paul Mullarkey
Consultant
Paul has worked in financial services for over 15 years, initially as a broker consultant within life and
asset management and latterly as an IFA, giving him a great deal of insight into both sides of the
market. 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 in
2011, Paul is a key account manager looking after UK life and investment companies and he also
recruits advisers into IFA and wealth management roles.
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11. THE KEILLAR TEAM
David Hill, Chartered MCSI
Having previously worked for Brewin Dolphin and Barclays Wealth, David entered recruitment in
1997. As an ‘Executive Recruiter’, his focus is on ‘buy side’ recruitment, covering investment and
wealth management assignments across the UK and overseas. Assignments have included
investment management, investment research, discretionary and intermediary sales, marketing,
product development and risk management. Clients have encompassed global providers, boutiques
and regional firms, offering both traditional and alternative products.
David is a Chartered Member of the Securities Institute, having passed the Securities Institute
Diploma, the IMC and the Financial Planning Certificate.
Gary Strachan
Consultant
Gary moved into recruitment shortly after graduating from Aberdeen University and joined Keillar
Resourcing at the beginning of 2007. Working as a recruitment consultant, he trained under the
more
experienced consultants, taking a brief foray into hiring on the bancassurance front with an affiliated
outsourcer.
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12. CONTACT DETAILS
Many 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 can
contact us at any time using the details below:
Keillar Resourcing
Edinburgh
Tel: 0131 557 9668
London
Tel: 020 7101 2801
www.keillar.com
Harris Keillar
Mobile: 07779 048077
harris@keillar.com
David Hill
Mobile: 07979 996365
david@keillar.com
Paul Mullarkey
Mobile: 07875 341758
paul@keillar.com
Gary Strachan
Mobile: 07800 871008
gary@keillar.com
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