Truestar Talent Articles
Wealth Management and Financial Services Insights

Truestar Talent Articles

Salary: Not Always the Most Important Incentive
What are the key motivators for top talent within the wealth management industry?…

Selling Your IFA Business: The Questions That Keep You Up at Night (Answered!)
After years and, let’s face it, more likely decades, of dedication to your clients, selling your IFA business is a huge decision for retiring IFAs, or IFAs who are lookin…

Why use a Wealth Management Recruitment Company for Roles in Financial Services?
What are the unique benefits and advantages of working with a wealth management recruitment company that specialises in the financial services sector?…

Five Concerns we Hear from Wealth Planners Seeking their Next Career Move
What are the main wealth management recruitment challenges and priorities? Here are some practical solutions……

Role Play in Interviews – Getting it Right
How do you excel in this crucial component of Wealth Management assessments?…

Bold Choices and Competitive Strides for Wealth Management Firms
The Wealth Management sector is currently dealing with new challenges; how do IFA Firms make bold choices? Check out these challenges and the executive talent trends that your business n…

Attracting and Retaining Younger Clients in Wealth Management
Securing the next generation of clients is crucial for the long-term success of wealth management firms. Retaining client relationships is as important……

Wealth Management Sector – Changing Consumer Behaviours
The Wealth Management sector is facing a rapidly changing financial services digital landscape – its a brave new world!…


Having worked with Pam… I know that she is passionate about building good working relationships and providing the best possible service to her clients. Her industry experience means that she has built a good network and she is able to find the right candidates for both the job and the company ‘fit’
Steph: HR Manager
I was introduced to Diane when I was made redundant, through a work colleague. He told me that she would point me in the right direction, that I would be looked after and that ‘she cared’. I can testify that his recommendation was spot on. She helped me with my CV and offered to coach me prior to any future interviews as a result of which I’ve now found a great position. I can’t thank her enough
Richard: Managing Partner
Ken has been of great support to me providing excellent guidance and opportunities for furtherment, his dedication to the task is exemplary
Stephen: Director
Derek took a great deal of time finding out about me. What made me tick and what I wanted to achieve in life. Derek did not try and shoehorn me into any role he could but took a great deal of time throughout the whole process. This included telling me a great deal about his clients and what they were looking for too. This is not always the case and was extremely refreshing
Justin: Financial Adviser
Pam has been a breath of fresh air to deal with when looking for Financial Services positions. Her professional approach in providing constant updates and information throughout the recruitment/interview process played a major part in me securing my latest position
Roger: Director
Pam is an absolute breath of fresh air and has been nothing but understanding, supportive and is a true professional in her craft
Waqas: Financial Planner
When I was considering a career move I was approached by Diane, who had recently placed a friend of mine with a new company. She spent time with me talking through my CV and asking me about my plans for the future and what it was I really wanted to do. I knew I wanted to progress but wasn’t sure of the next step. With her help and support I eventually found the right company. It’s been the best career move I could have made and I’d recommend her to anyone looking for that next step on their career
Neil: Wealth Manager
James’ background in financial services is invaluable when finding you a financial services role. Someone that has done it all before is the kind of person I want helping me
Peter: Analyst
I found Derek to be the strongest of advocates in backing my choice of career change, but with complete honesty about what this entailed. A very strong communicator with a client led attitude always came through. It was clear that Derek had my best interests in mind at all times and had the connections to make things happen. If I needed a new challenge, I would always involve Derek in my decision making
Simon: Financial Planner
Having worked closely with Pam on a large-scale recruitment drive.., I can wholeheartedly recommend both her and the team at Truestar. Not only has Pam made a huge contribution to the success of our expansion plans, she has also been a joy to work with
Nick: HR Manager
Truestar Talent Resources
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Truestar Talent – Elusive talent sourcing
