Truestar Talent Articles

Wealth Management and Financial Services Insights

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Truestar Talent Articles

Wealth Management Questions

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 Strides in Wealth Management

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 Younger Clients in Wealth Management

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 Consumer Behaviours

Wealth Management Sector – Changing Consumer Behaviours

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

How to attract top talent?

Competition, Communication & Candidates

Competition for top talent in the financial services sector is intense! How does strategic communication give your recruitment efforts that competitive edge?…

Employer Value Proposition in Wealth Management Recruitment

When it comes to any business, especially those in financial services, the satisfaction, attraction and retention of staff can truly have an impact on the success and profitability of a busin…

Building an Inclusive and Diverse Culture

Diversity, equity, and inclusion, empower wealth management companies to more effectively serve potential and existing clients and to more successfully attract top talent…

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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 – Elusive talent sourcing

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 – 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!