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Lending, Mortgage & Finance Broking Recruitment, White-Glove Execution.

Joe Shephard runs every search himself, from the first call to long after your new hire has settled in.

Joe Shephard runs every move himself, from the first chat to long after you've settled into the new role.

Book a chat
People placed
54
Role types placed
6
Stages, start to finish
8
Recruiter on every call
1

People we've placed.

Where we've helped people land.

The roles we work on, and how each one's gone.

  1. Mortgage Brokers 20
  2. Credit Analysts 14
  3. Commercial Finance Brokers 8
  4. Head of Lending 2
  5. Senior CSM 8
  6. Credit Manager 2

54 placed across 6 role types

How a search actually runs with us.

How a move actually works with us.

Eight stages, start to finish, and Joe runs every one himself.

Between the stages is where the legwork sits. A tool or an AI does that part, and each one is named below, with what it does and what it doesn't.

The white-glove bit is just that: nothing skipped, nothing rushed, however straightforward the role looks.

Eight stages, start to finish.

Every move goes the same way, from our first chat to long after you've found your feet in the new role.

Joe runs every stage himself, and the tools that help in between are named below.

  1. We get to know your business and where you're taking it, and we'll tell you honestly if hiring isn't actually the answer right now.

    In the gap

    Claude briefs Joe on your business before he walks in. CoRecruit records the call on Teams, and the transcript, never the summary, is the record. Your recruitment pack is built with you in Canva, the proposal goes out through Better Proposals, and your one-page card is refreshed every weekday from here on.

    Joe

    Runs every discovery meeting himself, and decides with you whether hiring is the answer at all.

  2. We map everyone worth knowing for the role before anyone is approached, and you watch the whole list build in your own Spott login.

  3. We start real conversations with those people, no CV blasts, and a steering call every week shows you what moved and what the market said back.

  4. We interview properly, with a skills assessment run by an external training and development business where the role warrants it, so the only people you meet genuinely want to be there.

  5. We prep both sides so the interview goes well, then debrief the same day so nothing loses momentum.

  6. We handle the offer from go to whoa: references sorted, the counter-offer seen coming, no nasty surprises at the eleventh hour.

  7. We stay close to your new hire through their notice period, which is where things tend to wobble, so they actually turn up on day one.

  8. We don't disappear once they start. The check-ins are booked before day one, so the hire settles and grows the way you both planned.

In the gap, stage 1 of 8
CoRecruitClaudeCanvaBetter Proposals

Live

Discovery call, TeamsRecording

Your one-page card, refreshed every weekday

Who decidesWhy they're hiringWhat never to get wrong
  1. We sit down and work out what you actually want next, not just the title or the pay rise.

    In the gap

    CoRecruit records and transcribes the call, so nothing you said gets lost, and Claude keeps one running chat about your move.

    Joe

    Runs the conversation himself.

  2. We show you everything that's out there for someone like you, including roles you'd never have heard about otherwise.

  3. We bring you the few that genuinely fit, so you're not wasting calls on roles that aren't you.

  4. We give you the inside word on each brokerage: the money, the culture, the plans, the real picture.

  5. We get you ready for what they'll actually ask, and what to ask back, and the team already knows your name, so you're not walking in cold.

  6. We handle the offer and the negotiation for you, so you don't have to do the awkward bit.

  7. We help you through resigning and working out your notice. It's the nervy stretch, so we take the edge off it.

  8. We stay in touch for months after you start, because the move only really counts if it works out.

In the gap, stage 1 of 8
CoRecruitClaude

Live

First conversationRecording

Roles we place

11 seats we search for, from the broker's desk to head of lending.

  • Mortgage Broker
  • Commercial Finance Broker
  • Residential Credit Analyst
  • Commercial Credit Analyst
  • Credit Manager
  • Head of Lending
  • Senior CSM
  • BDM
  • Development Finance Broker
  • Asset Finance Broker
  • Equipment Finance Broker

Joe & FinTalent have been very prolific in supporting our clients through their recruitment journeys.

He has proven his commitment and support not just with helping our clients find their next hire,
but also to ensure that each hire has benefited our clients businesses.

Thanks Joe for your commitment and support.

From the get-go, Joe was like a supportive friend who really wanted to see you succeed.

We had lengthy conversations to figure out where I would be best placed and it really felt as if there was a lot of attention to detail to ensure I landed the perfect role for me.

Ruan Burger · Success & Broker Chloe Darvagel · SNR. CSM

Seven brokerages. Seven different problems.

The people behind the case studies.

What each one was stuck on, what we did about it, and what changed. Read any of them in full.

Where they were, why they moved, and where they landed.

You'll be dealing with me, not a call centre.

FinTalent is me (for now) and the best RecTec on the market.

No middle layer, no junior recruiter pitching your role. Every call is with me.

No middle layer, no junior recruiter in between. Every call is with me.

These aren't just words on a page.

Each one earned its spot, and you'll see it in how we actually work.

Let's make sure this fits.

The brokerages we click with treat hiring as a proper decision, not a box to tick.

A good hire builds your book for years. The wrong one can cost you a year just getting back to where you started.

The people we click with treat their next move as a proper decision, not just a browse.

A good move builds your career for years. The wrong one can cost you a year you don't get back.

How to get the best from us

  • You're hiring for a specialist mortgage or finance lending role.

  • You'd rather meet three to five people genuinely worth your time than wade through a stack of CVs.

  • You're happy to run it as an executive search, so we can put everything we've got into it.

  • You want good people quickly, inside a fortnight, before the rest of the market gets to them.

  • You'll be straight with us about the brief, the money and the culture.

Not the right brief for us?

If we're not the right fit for your role, we'll say so, and point you towards whoever or whatever is, whether that's a specialist, a tool or another way to go about it.

You'll still walk away with a straight read on the market and the package.

We care too much about this industry to send you off with nothing.

How to get the best from us

  • You're a broker, credit analyst or finance specialist with real numbers behind you.

  • You're moving for the right reasons, not just chasing a few extra grand.

  • You're happy to back two or three roles that genuinely fit rather than firing your CV everywhere.

  • You'll be straight with us about what you actually want next.

  • You're treating this as a real career decision, not an idle scroll.

Nothing that fits right now?

Maybe we haven't got the right move for you today, or your patch sits outside what we do.

Either way, you'll get a straight read on where you stand, what you're worth, and your smartest next step, even if that's with someone other than us.

We won't ghost you and we won't waste your time.

We got into this to help good people in the industry land well, and that doesn't switch off just because we can't place you.

Tell us who you're hiring for.

Tell us where you're heading next.

No forms, no back and forth. Grab a time that suits and we'll take it from there.

Book a chat