Truestar Talent Articles

Wealth Management and Financial Services Insights

Choice, Honour, Deliver Logo

Truestar Talent Articles

When Candidates Become Wealth Management Clients

The Full-Circle Nature of Careers in Financial Services……

People-First Financial Services Recruitment: From Transactional to Transformational

Rethinking Hiring in Financial Services, Wealth Management and Financial Advice…

Wealth Management: The Personal Difference the Right Environment Makes

A before and after story in wealth management: In financial services, careers are often defined by the environments in which they unfold……

The Financial Adviser’s Lens

At Truestar Talent, we believe People-First recruitment should reflect the same principles that define financial advice….

“Long-Term Happy Homes” Our Wealth Management People-First Recruitment Philosophy

We believe recruitment should reflect the same values that define the financial advice profession itself: putting people first and acting in their long-term…

The Career Move Financial Advisers Make Long Before Anyone Else Notices

Changing wealth management firms is a career decision but it can also involve clients, reputation, professional identity and years of carefully built relationships……

Why People-First Recruitment Matters in Wealth Management: Beyond the CV

In financial advice, in wealth management and in great recruitment, trust is everything. Recruitment should always put people first….

1 2 3 7
Rockstar Talent Speech Marks
Rockstar Talent Speech Marks

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

If you would like to find out more about how best we can help you, here is some supporting information for you.

Truestar Talent Company Brochure Cover

Truestar Talent Brochure – Elusive wealth management recruitment

Some companies find people jobs, some Talent Managers enable people to transform their lives. If great new talent is needed, or your career enhancement is important, here’s how!
Truestar Legacy Brochure Cover

Truestar Legacy Brochure – IFA exit strategy

Are you considering selling your IFA Firm, or are you a retiring IFA? Or are you wanting to sell and stay? If a great new home for your clients is important to you, here’s how!