Brokerages build on talent, culture and technology now

Brokerages that win today build on three things at once: the right people, a culture that keeps them, and technology that frees them to do higher-value work.
Author

Jordan Van Tonder

Job Title

Strategy and Delivery Lead

What does financial-services hiring look like right now?

Demand in financial services is concentrated at the senior and specialist end. In the financial services sector, recruitment was generally for Regulatory Qualification Framework (RQF) 6+ roles, rather than RQF 3 to 5 the GOV.UK Temporary Shortage List: Stage 2 report (2026). In plain terms, RQF 6+ maps to degree-level and above, so brokerages are chasing experienced, qualified people rather than entry-level staff.

That changes how you plan. When the skills you need sit higher up the qualification framework, the pool is smaller, the competition is sharper, and the people you want are rarely browsing job boards. They are already employed, and they move for the right opportunity, not just any opening.

Which roles and dynamics matter most for brokerages?

The pull towards RQF 6+ roles tells you where brokerages feel the squeeze the same GOV.UK Stage 2 report. Think regulated advisers, compliance and risk specialists, underwriters, and client-facing broking staff who hold recognised qualifications. These are the roles that carry regulatory responsibility and direct client relationships, so a bad hire costs more than a salary.

Three dynamics follow from that. First, qualifications act as a filter, which narrows your shortlist before you even start. Second, these people weigh culture and progression heavily, not just pay. Third, speed matters: when a qualified broker is open to a move, the firm that responds first usually wins.

How do you hire well in financial services?

Start with the three pillars together. Talent means defining the qualification level and track record you genuinely need, then searching actively rather than waiting. Culture means being honest about how your firm works, how people progress, and what good looks like, because that is what persuades a qualified broker to leave a stable role.

Technology is the third pillar, and it is where smaller teams gain ground. The right tools handle the heavy lifting of searching, matching and scheduling, so your people spend their time on judgement: the conversations, the fit, the final decision. Build on all three and you hire faster without lowering the bar.

  • Define the qualification level and experience the role truly requires before you advertise.
  • Search the passive market, since the best people are usually already employed.
  • Make culture and progression concrete, not vague promises, in every conversation.
  • Move quickly once someone qualified shows interest.
  • Use technology to automate admin so your team focuses on judgement.

Where does our technology fit for brokerages?

This is where we help. We search a database of 15 million candidates and return a ranked shortlist in under 30 seconds, contact matched people in under a minute, and can have an interview booked in under three minutes, so your team keeps its focus on the people and the decision. Our recruitment agent manages recruitment end to end for 8% on a successful hire, with no monthly fee and no upfront cost, through Reed.ai. Ready to build your next hire? Start today.

Sources

Jordan Van Tonder
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