BWD is a specialist recruitment consultancy with a sole focus on the Financial Services sector. We provide both permanent and interim solutions to our clients nationwide, across several divisions.
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OUR STORY
The company was established in 2006 by directors; Alistair Brownlee, James Walker and Gareth Davies (you might have noticed the business name is formed from the initials of their surnames) with a set of values and principles which are still at the forefront of the business today
We have seen considerable growth, having expanded from the core beginnings of Wealth Management and Sales & Distribution, we are now offering permanent and interim solutions to clients nationally across seven dedicated divisions; Regulatory, Risk & Compliance, Wealth Management, Pensions & Benefits, Sales & Distribution, Change Management, Actuarial and Specialist Finance & Lending, with further growth on the horizon.
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OUR VALUES
DO THE RIGHT THING The right people, for the right opportunity. Partnering with an ethically sound, responsible group
HUMILITY Modest, trustworthy & reliable. We listen and respond, sensitive to our clients and candidates
LOYALTY Always there to guide you. Long-term relationships provide profound satisfaction
GROWTH IS GOOD Expanding your potential. Always helping our clients, our business and employees go further
WHY BWD
WE KNOW FINANCIAL SERVICES
Knowledge and context are vital. BWD are sector specialists within Financial Services and have been since inception. This is the foundation stone of our firm, on which everything else is built, differentiating BWD from other recruitment agencies. Our consultants are specialists within a particular sector of their market, providing a level of insight and confidence to clients and candidates that is unmatched
RESOURCES
Access to a network of over 40,000 Financial Services professionals ensuring we can source the right candidates for the right positions
All our staff have LinkedIn Recruiter accounts which ensures our network continues to expand in an ever-changing landscape
We're a headhunting business which gives our clients access to both the active and passive market
Dedicated marketing division, headed up by a Financial Services marketer with over 20 years' industry experience, a unique commodity for a recruitment consultancy
THE DIFFERENCE
Consistency - For every 5 CVs sent, 3 are interviewed. An average across all divisions
Loyalty - 80% of our clients have worked with us for over a decade
Knowledge – over 150 years' combined recruitment experience
Excellent - 98% of our candidates would recommend us
Alistair Brownlee has specialised in recruiting wealth management professionals for the last 18 years. He is one of the founding Directors of BWD and has been instrumental in winning and maintaining some of the biggest client accounts. Having started his career working in Investment Management, Alistair has a depth of knowledge that few recruiters in the sector have. It is this experience of having both worked in the industry and recruited in it for over 20 years that sets him aside from the competition. He is responsible for the commercial growth of the business through developing and delivering the sales strategy and driving new business from both new and existing clients.
James Walker has specialised in recruiting and advising wealth management professionals for the last 15 years and is one of three founding Directors of BWD. Having started out working in the pensions sector James has been in financial services all his career giving him a level of experience and knowledge that few recruiters can claim to possess. A confidant of many of the leading senior figures in the U.K. Financial services sector, James has a network at his disposal which counts many CEOs and MDs in its numbers. James is the driving force behind much of BWDs commercial activity and it is his steely determination that has placed BWD as one of the leading firms in the financial services recruitment sector.
Gareth Davies has specialised in recruiting Intermediary Sales Professionals for the last 15 years. He is one of the founding Directors of BWD and is widely regarded as one of the, if not the most pre-eminent recruiters in the sector. He also leads the intermediary team at BWD and manages some of BWD’s largest client accounts. What sets Gareth apart from his competitors is not only his level of experience which is unparalleled, but the reach of his success and the number of years he has been at the forefront of the sector. Gareth is extremely well connected with a network that is only possible to develop after 15 years. He is the “go to” recruiter for many clients and candidates who view Gareth as a true subject matter expert in the intermediary sales sector.
With 20 years’ senior level recruitment experience within the market, Iain has established himself as the first choice partner for clients and candidates across the Pensions and Investment markets. Having built the Actuarial and Investment practices for one of the biggest players in the Employee Benefits Recruitment industry, Iain joined BWD in October of 2017 with a mandate to drive the growth of the Pensions & Benefits Division. He has developed a reputation for candour, professional expertise and delivery that is unmatched in the market, as well as for building high-performing teams of professional and respected recruitment professionals. Testament to this, Iain has accrued a 100% success rate on retained search assignments over the last 20 years, further evidence of his ability to understand and evaluate the professional, personal and cultural needs of clients and candidates alike. A family man, he is (too?) passionate about most sports, cooking, and fine wine. That said, he’s equally happy with a pint and a handful of pork scratchings!
James Woods has 17 years recruitment experience, the last 15 years spent within the financial services sector. He joined BWD in early 2008 to develop the firm’s coverage in the South. James' area of focus is the financial planning market in London and the South East. He specialises in recruiting mid-senior level client-facing wealth management professionals for Private Banks, Investment Houses, Wealth Managers and Professional Practices. He operates on both an engaged and contingency basis and is account manager for some of our most prestigious clients. He is without doubt one of the market leaders in the Financial Services recruitment sector and his ability to get the job done means he is well favoured by our clients and candidates. There are very few recruiters who can offer the same depth of knowledge, experience, network or level of professionalism as James.
Jordan Forbes has 11 years recruitment experience and joined BWD in 2009. A long standing and senior member of the BWD team, Jordan specialises in advising Finance & Risk professionals in the financial services sector, a team which he now heads up. Jordan manages some of BWD’s largest clients and has undertaken some high profile projects, including a large, exclusive migration project for a global banking brand. He has also been asked to present market intelligence reports to board members and senior leadership teams because of his in depth understanding of the markets he operates in. His clients view him as a true subject matter expert and often call on his knowledge to advise them on the best course of action. It is this level of engagement from his clients that transcends Jordan from a mere recruiter to a trusted business partner as he is able to not only provide the right calibre of staff to his clients time and time again, but can add value with his expertise and be a consultant, which is invaluable when making crucial hiring decisions.
Bret is a highly knowledgeable financial services professional, with almost 20 years’ experience. Having started his career in the advice sector, Bret then progressed into marketing and relationship based roles, holding senior positions at established groups including FE, L&G & O&M. Bret joined BWD in May 2018 and is an integral figure within the business. His extensive knowledge, and contacts gained within the industry, will assist in achieving our own ambitious targets. Outside of work, Bret enjoys socialising, fine cuisine, wine and watching as much sport as permitted, but primarily Rugby Union and his beloved Chelsea.
Ruth joined BWD in mid-2017, following her graduation in Geography from Northumbria University. Ruth supports the directors within the office, while assisting Bret in a communications capacity. When not working, Ruth enjoys athletics, with a particular focus on running. Having completed a couple half marathons with relative ease, Ruth has turned her attention to the Manchester Marathon, competing in the 2019 event.
Joanne has amassed 16 years financial services experience, 14 in the recruitment sector. An advocate for the compliance market, her excellent reputation is justified, with many of the leading distributors utilising her knowledge to place individuals, in this area. Joining as a Senior Consultant - Compliance in June 2017, Joanne’s appointment was a major coup for BWD, further demonstrating our ability to attract the highest calibre of individuals in the industry. Outside of work, Joanne enjoys the theatre, spending time with her young family and is a semi-professional singer.
Helen has 17 years Financial Services experience, 14 of which are in recruitment. Helen joined BWD in ADD and is situated within the Wealth Management Team. Helen is responsible for Paraplanners and support staff within the advisory sector, having started her career in a support role for Towry Law. Helen’s reputation as the ‘go to’ consultant in this sector is certainly justified. This is demonstrated by the high number of returning candidates, who utilise her experience to progress their career. When not recruiting, Helen is a professional actor and classical singer.
Harry joined BWD in early 2017 and is situated within the Pensions & Benefits Division. Harry specialises in Actuarial appointments, ranging from junior to executive level positions. He is forging an excellent reputation within this specialised market, capturing a number of high profile clients since his appointment. Harry gained his 5 years’ experience in recruitment, having moved into the industry as a Trainee Consultant, immediately after graduating from Hallam University where he studied Planning & Property Development. In his spare time, Harry is a very keen amateur golfer and supports Manchester United
Graeme joined BWD in May 2018, as a Consultant within the Wealth Management Division, specialising in recruiting Financial Advisers. Graeme moved from a Financial and Accountancy based recruitment firm, where he has amassed 5 years’ experience. 7 years in Accountancy proceeded the move into financial recruitment. His experience gained in the industry, has enabled his step up into the Financial Services sector a natural progression in his career. When not working, Graeme’s main passion is Cricket, playing at the weekend during the season and supports Leeds United.
Gary Raine has 12 years' recruitment experience and has specialised in recruiting wealth management professionals for the last 10 years. He is the longest serving member of the BWD team and during his 10 years with the firm has recruited across an ever-changing market for banks, wealth and investment management firms. Gary’s competitive advantage is definitely his experience - it is rare to find someone with 10 years at the same firm as recruitment is a very transient market. It is not only his level of experience but the reach of his network and closely built relationships that he has developed over this time. Such relationships cannot be underestimated and allow him to keep fully in touch with market changes and access to key decisions makers. Gary has an excellent understanding of the market and has continuously placed people in roles ranging from Directors, Wealth Managers, Paraplanners and Sales Support staff.
Sam joined BWD in September 2018, following his graduation from the University of York with a 2:1 in Business & Management. Whilst studying for his degree, Sam also worked as a Brand Manager for Red Bull for a year. Sam gained an interest in recruitment, after undertaking a placement during the summer break from University. Gym, socialising and some quality time with Netflix, ensures he is kept occupied outside of work.
Edward joined the Finance and Risk team at BWD in 2012, working on a diverse range of roles including Fund Accounting, Investment Operations, Investment Analysis and Financial Crime. He has worked alongside senior management, playing a significant part on high level marketing and compliance projects. Edward is skilled in building strong and long-lasting relationships with clients and candidates alike. Outside of work, Edward is a very keen traveler, having been to a huge number of locations from Hong Kong to Sydney to Los Angeles. He also enjoys music, art and is eager to get more into cooking.
Lorraine has extensive financial services experience, having spent 15 years in professional banking roles with HSBC. Since moving into recruitment, Lorraine has specialised in the contracting and interim market, amassing an impressive portfolio of successful projects in Multi Scale, Multi Process Operations Management, Global Migration, Change Management and Regulatory Compliance and Risk Management.
Divisional Director - Actuarial & Wealth Management
Mohammed Chaudhry joined BWD in 2018 as Divisional Director to head up the business’ Actuarial Division, and personally specialises in the recruitment of Actuarial professionals in the Non-Life, Life & Health markets, providing clients with both permanent and interim solutions across the UK. A well-regarded recruitment professional with an extensive network within the Actuarial space, he has gained a wealth of specialist sector expertise during a career that spans more than 8 years and has built some long-standing relationships along the way. Recently, as well as successfully being Divisional Director for Actuarial, Mohammed is also the Divisional Director for the Wealth Management Division. Mohammed still takes an active role in business development and client relationship management across the division as well as working closely with BWD’s in-house training and marketing teams to ensure the division consistently achieve their potential.
James joined BWD in April 2014, with a one-and-a-half-year break between September 2017 and January 2019. He works on Sales and Distribution roles throughout the UK, working closely with major Asset Management, DFM, Platform and life office businesses. James self-studied for the Diploma for Financial Advisors (DIPFA) so he could practice what he preaches! When James is not at work, he spends all his time with his wife and two kids and trying to get to as many gigs as he can.
After graduating with a 2:1 in Law in 2016, Haleema worked for nearly two years as a Loyalty Account Manager at Vanquis Bank. She then became a Resource Consultant in November 2018 and joined BWD in March 2019.
After studying Sports Science at Sheffield Hallam University, Alex moved into a general management graduate scheme, with his focus at first in the commercial team. Alex then moved into a sales role where he found his talent in building relationships and he is currently looking forward to developing this further in his career with BWD. Outside of work, being an ex-international swimmer, Alex keeps active in the gym and spends his free time watching various shows on Netflix.
Josh has been in the recruitment industry for five years now, joining BWD to recruit across the UK Pensions sector, specifically across pensions operations. Prior to this, Josh was a car salesman and still spends his extra time tinkering with his car, driving his car, or taking videos and photos of his car. Josh also runs an automotive YouTube channel which takes up the majority of his time outside of work between filming, travelling and editing. Other than this, Josh likes to try and find nice rodizio places to eat.
Rabiya is an experienced Executive Search Recruiter with over 5 years’ experience in managing retained and contingency projects for clients across the UK. A research and sourcing specialist, she partners with clients to headhunt ‘difficult to find’ candidates in niche industries, and has worked across a range of sectors including the wider public sector, not-for-profit and third sector organisations, as well as specialist, private healthcare organisations. She prides herself on being a market specialist and is known for offering honest, trusted advice to both clients and candidates. Rabiya holds a degree in Law from the University of Leeds.
Lee joined BWD in July 2019, after his graduation from the University of Newcastle with a 1st in Accounting and Finance. Whilst studying for his degree, he also set up a marketing platform for events companies to use in the North East to promote their brand and events. Lee gained an interest in recruitment after exploring the different career paths available to him. He is eager to enhance his understanding of the financial services in the Pensions and Benefits sector. He enjoys socialising with friends, playing and watching football to unwind in his free time.
Madeleine is currently completing her placement year for university with BWD as Social Media Marketing Associate. She has worked for multiple marketing agencies previously as an intern, with particular interest in creating video content, animation, creative writing, social media and digital marketing. In September 2020, Madeleine will go back to the University of Leeds to complete her degree in Film, Photography and Media.
After Tom graduated from the University of Portsmouth in 2016 with a first class in psychology, he started a career in HR. He then swiftly moved into the company’s internal recruitment team. Tom has recently returned to the UK after travelling and working abroad for 18 months. He enjoys building relationships with people and he wants to develop this further whilst working at BWD. Outside of work, Tom spends his time going to the gym, playing sports, and getting through the endless number of documentaries on Netflix.
Rosie joined BWD in November 2019 and brings over 6 years of specialist recruitment experience with her. She is a Senior Consultant in our Regulatory Risk and Compliance Division, specialising in the provision of Risk and Compliance professionals into the Retail Banking, Insurance and Consultancy markets, on both a contract and permanent basis. Outside of the office Rosie enjoys spending time with her young family and she also plays competitive hockey, representing her club in the Investec English National League.
Kieron’s Client Director role in the Pensions & Benefits division will help to grow and build BWD’s footprint across Investment Consultancies, Fiduciary Managers, Asset Managers and the wider investment market. Kieron has over 22 years industry experience within the Investment & Pensions market across Sales, Client Service and operational roles. Outside of work, Kieron is a family man, married for nearly 20 years, and has two teenage boys. He is a keen sportsman and a long-suffering Southampton FC fan. He used to play at a half decent level of football and is now a keen runner, having completed several marathons.
Alistair Brownlee has specialised in recruiting wealth management professiona...
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James Walker
Founder & Managing Director
James Walker has specialised in recruiting and advising wealth management pro...
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Gareth Davies
Founder & Director
Gareth Davies has specialised in recruiting Intermediary Sales Professionals ...
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Iain Garfield
Divisional Director - Pensions & Benefits
With 20 years’ senior level recruitment experience within the market, Iain ha...
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Lorraine Robertson
Divisional Director - Change Management
Lorraine has extensive financial services experience, having spent 15 years i...
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Mohammed Chaudhry
Divisional Director - Actuarial & Wealth Management
Mohammed Chaudhry joined BWD in 2018 as Divisional Director to head up the bu...
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James Woods
Senior Client Director
James Woods has 17 years recruitment experience, the last 15 years spent with...
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Jordan Forbes
Client Director
Jordan Forbes has 11 years recruitment experience and joined BWD in 2009. A l...
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Joanne McPherson
Client Director
Joanne has amassed 16 years financial services experience, 14 in the recruitm...
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Kieron Snow
Client Director
Kieron’s Client Director role in the Pensions & Benefits division will help t...
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Bret Jackson
Head of Marketing & Communications
Bret is a highly knowledgeable financial services professional, with almost 2...
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Edward Duffy
Operations Manager
Edward joined the Finance and Risk team at BWD in 2012, working on a diverse ...
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Ruth Buckingham
Finance & Administration Officer
Ruth joined BWD in mid-2017, following her graduation in Geography from North...
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Madeleine Goddard
Social Media Marketing Associate
Madeleine is currently completing her placement year for university with BWD ...
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Gary Raine
Senior Consultant
Gary Raine has 12 years' recruitment experience and has specialised in recrui...
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Helen Spriggs
Senior Consultant
Helen has 17 years Financial Services experience, 14 of which are in recruitm...
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Harry McNeill
Senior Consultant
Harry joined BWD in early 2017 and is situated within the Pensions & Benefits...
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James Jackson
Senior Consultant
James joined BWD in April 2014, with a one-and-a-half-year break between Sept...
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Rabiya Ali
Senior Consultant
Rabiya is an experienced Executive Search Recruiter with over 5 years’ experi...
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Rosie Foster
Senior Consultant
Rosie joined BWD in November 2019 and brings over 6 years of specialist recru...
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Graeme Winn
Consultant
Graeme joined BWD in May 2018, as a Consultant within the Wealth Management D...
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Josh Bridges
Consultant
Josh has been in the recruitment industry for five years now, joining BWD to ...
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Sam Scott
Consultant
Sam joined BWD in September 2018, following his graduation from the Universit...
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Lee Monaghan
Consultant
Lee joined BWD in July 2019, after his graduation from the University of Newc...
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Tom Craske
Consultant
After Tom graduated from the University of Portsmouth in 2016 with a first cl...
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Haleema Hussain
Resource Consultant
After graduating with a 2:1 in Law in 2016, Haleema worked for nearly two yea...
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Alex Cranford
Resource Consultant
After studying Sports Science at Sheffield Hallam University, Alex moved into...
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TESTIMONIALS
It was an absolute delight to work with the skilled experts at BWD to find my current position. Having a deep understanding of the Specialist Finance sector, they took time to properly understand my experience and goals, thereby ensuring potential vacancies were closely matched. By working closely with the candidate and keeping regular communication, everyone benefits. The long and short of it was, I was offered my new role in a matter of weeks. I can highly recommend you give them a call.
AB, Head of Marketing (Hampshire Trust Bank)
I would highly recommend James to others in Financial Planning or Wealth Management. From the very beginning James was personable, interested and listened to what I was after. He was realistic with expectations and able to offer solutions to problems that were posed. I was not actively looking at the time but James reached out in a personalised manner about a specific opportunity that he, correctly, thought I would be suitable for. He was able to offer me alternative positions to the one he initially suggested so I was able to gain perspective, and flexible to work around my needs.
Financial Partner
James took the time to not only understand my current personal and professional position but also helped me see a new future in a rapidly changing Financial Services Sector. James understands both the company and the candidate he represents resulting in a great personal and cultural fit. The advice, guidance and discussions gave me the confidence to make the next step in my career. James knew the opportunity was the right move for me before I did, and this is testament to his skill and experience in the sector. I would highly recommend James to anyone seeking a new role or a company looking to build their team.
Financial Planning Director
Jordan understands his clients’ businesses well and goes above and beyond in providing relevant and useful preparatory information ahead of interviews. This extended to providing an overview of interviewers’ style, career path and immediate desires for the incoming candidate, which well surpassed information available on LinkedIn. This allowed me to not only prepare for the technical side of my interviews, but also to tailor my interview approach to the interviewers style. I really feel that this gave me an invaluable edge and this has demonstrated that Jordan’s level of commitment to candidate preparation is, in my mind, unrivalled in the recruitment market.
Director of Compliance - Markets
The level of service you’ve provided has been the best I’ve experienced. (1) I’ve never felt better prepared for an interview, [allowing] me to go in and perform confidently. (2) You called when you said you would, kept me updated, and been flexible in your channels of communication to allow me to get on with my day job. (3) You’ve been pleasant to deal with all the way through the process.
Vice President - Recovery & Resolution Planning
I would highly recommend Harry to anyone looking to change to a different actuarial employer. He listened carefully to what I was looking for and clearly has good contacts within the industry as he found a number of potential roles that would be of interest which results in a successful move. Throughout the process he was very proactive and always kept me in the loop of what was going on, including following up on questions I had with my new employer and dealing with salary negotiations. What impressed me most was that he didn't give me "the hard sell" or try to persuade me into a role when I wasn't sure - he would give you the space to weigh up the options and make sure you make the right decision.
