Why use a Wealth Management Recruitment Solutions Company to find your Perfect Financial Services Role?

We take an in depth look at why you should be working with a values-driven financial services recruitment company, recognised with multiple awards.

As national financial services headhunters, we have grown to become one of the UK’s largest specialist financial services recruitment solutions companies. With our extensive industry knowledge and access to clients that we know inside out, we are perfectly placed to find you that long-term happy home!

So, how can we help?

It doesn’t matter if you are a first or second line manager yourself, a Wealth Planner, a Financial Adviser, an IFA, a Paraplanner, or Financial Services Administration Support – everyone has some reservations and nerves! At the end of the day, we are all human, have responsibilities outside of work and try to do our very best daily in the role that we are in.

So, it can feel truly stressful when you first start to look for a new position.

Are you asking yourself which companies:

  • Will suit my specific skillset?
  • Share my particular ethics and values?
  • Support my need to learn and grow?
  • Provide me with a strong team of administrative and paraplanning support?
  • Truly offer the bonuses and perks that they promise?
  • Have managers who are effective, listen and deliver but do not micromanage?

Where do you start?  Mitigating nerves and finding answers to the above questions and more, seems to be a good place, does it not?

However, with all these questions and uncertainties, it’s no wonder that people look to financial services recruitment companies for help. The only difficult decision then, is which company to choose?  There are a lot out there, but unfortunately, not all of them have your best interests at heart. How on earth do you know the ones that will help you and see you as a person and which ones will just want to make a placement no matter what?

First let’s look at what the really great financial services recruitment companies offer, and then we’ll look at why choosing Truestar Talent will give you an edge so you can truly shine and stand out from the crowd.

Industry Expertise at Your Fingertips

Specialist wealth management recruitment companies live and breathe financial services! They know the industry inside and out, including trends, key players, (the good guys and the bad guys) and the specific skills employers are looking for. This means they can match you with roles that perfectly align with your expertise and career goals. It also means that if a role, or company, is not right for you, a good Talent Manager will be upfront with you and explain why.

Access to Exclusive Opportunities

Many financial planning companies use specialist recruiters for their top positions, which aren’t always advertised. By working with a specialist wealth management recruitment company, you’ll get access to exclusive job opportunities that might not show up on typical job boards. They might well know of roles that are coming up, so you are ahead of your competition!

Tailored Advice and Support

Great financial services recruitment companies provide personalised guidance on everything from refining your CV to interview tips tailored to the financial sector. In financial services, we are all well versed in role plays. However, there are a lot of nuances to get the highest score that you can on assessments and a great recruiter can really help you in this area. By offering constructive feedback they can help you position yourself better in a highly competitive market.

Networking Goldmine

Specialist recruiters for financial services industry often have strong relationships with hiring managers and decision-makers within financial organisations. They can introduce you to the right people and help you get your foot in the door with companies you admire. A great Talent Manager worth their salt, can talk you through who you are meeting, so that this is a warm first meeting and not a cold first interview. This can really help you be yourself on your very best day!

They Understand the Culture Fit

Beyond matching skills, a great specialist recruiter knows which wealth management companies align with your values, work style, and long-term goals. They’re invested in finding the right cultural fit, so you’ll be happy in your new role, not just for now but for the future. Afterall, you want to be happy and thrive, right?

With you Every Step of the Way

Sometimes recruitment is a quick process, but often there are a number of meetings and assessments to attend. It’s really important to work with financial services headhunters who will be with you all the way through the process. Someone who will be supportive and listen to you and highlight things that you need to be aware of – having this good relationship with a great recruiter is invaluable.

Save Time and Reduce Stress

Job hunting in financial services can be time-consuming. A specialist recruiter takes the legwork off your hands, sending you relevant opportunities while you focus on preparing for interviews. It’s like having a career wingman! They are in your corner and sing your praises!

Negotiation Help

When it comes to securing the best possible salary, benefits, and career progression, a specialist recruiter knows how to negotiate on your behalf. They have insights into industry standards and can ensure you get a package that reflects your worth. They are your advocates and are invested in getting the right outcome for you.

Stay in the Loop with Industry Trends

Financial services can move fast, and a specialist recruiter will keep you informed about the latest industry developments, skills in demand, and evolving job market trends so you stay ahead of the game

Ongoing Career Support

Even after you land the job, many financial services recruitment companies provide continued support to help you succeed in your new role. Think of it as having a long-term career partner that wants to see you develop and grow.

By partnering with wealth management recruiters, you’ll have the right guidance, access to the best roles, and a trusted ally in your corner. It’s a win-win!

Truestar Talent – Talent Managers who Care: It all starts with you

For us, here at Truestar Talent, it’s about supporting you on your career journey and finding your perfect home in which you’ll thrive!

We do this by knowing you personally, we listen to you and take the time to understand your aspirations.  We match your ethos and your needs to the company and culture that will fit you best.

  • We take an active interest in you as a person, to truly get to know you
  • We actively listen to you, to hear what is important to you
  • We bring out the best in your career by asking you a lot of questions
  • We focus on what you have achieved to show clients how unique you are
  • We take the time to match culture and ethos, so you feel happy in your new home
  • We passionately advocate for you, always putting your needs first
  • We provide you with informed choices – we know what our clients are looking for
  • We support you throughout the process, we are with you every step of the way
  • Most new candidates come through referral, people we’ve helped sing our praises – once you know us, you’ll always know us

For us, a great candidate experience is everything, and we are ethical and efficient in our delivery of wealth management recruitment.

We know our clients well and have a strong understanding of the market. That’s why we deliver both consultative and bespoke solutions to your needs.

Here is what sets us apart in the industry:

Our values underpin everything that we do: Choice, Honour, Deliver. To find out more about these and a video where our team talk from a personal perspective on their values, check out this link.

  • 90% national hire conversion rate
  • 97% are still thriving in role 5+ years onwards
  • Values-led Financial Services Headhunters, who are ethical and effective
  • Multi-award-winning Senior Talent Managers
  • A national team spanning Scotland to Cornwall

Our seasoned financial services headhunters, have on average over 35 years in both financial services and financial services recruitment. So we know this industry really well and know some great people and companies within it.

Our recruitment for financial services focuses on the quality of home in which we place people. We work with wealth management and financial planning companies where people flourish.

So, what questions should you ask yourself before you begin?

  • Do you love what you do?
  • Do you feel valued?
  • Are you happy?

Remember, don’t settle… be the star you deserve to be!

Give us a call today so we can match you to your perfect happy home. With us, your career search feels simple.

You are unique and special

We are passionate about delivering you an amazing experience.

Listening and finding solutions

We want to truly understand you and help you to succeed.

Thriving and happy

This is your long-term career move and we want you to be successful.

We are with you every step of the way.

Your wealth management career is in safe hands, with us it’s personal…

Wealth Management Recruitment FAQs

Why does Advocacy matter in Wealth Management Recruitment?

Truestar Talent believe that all business is personal, it boils down to relationships and how these are nurtured and developed. Taking the time to listen, is truly key to understanding others and seeing things from someone else’s perspective is a common ethos within our team at Truestar Talent. Being named nationally as true advocates shows that we are very aligned in our values and in how we work. We genuinely believe that to help you, we must first understand and then empower you.

Read more here: https://www.sme-news.co.uk/issues/uk-finance-awards-2023/12/ 

What makes Truestar Talent different as Wealth Management Recruitment Specialists?

We are national multi award winning Wealth Management Recruiters, with on average, 35+ years’ experience both in financial services and in recruitment, our reach is long and we have wide ranging connections across the industry. We care about people as individuals, both clients, candidates and retiring IFAs who need IFA acquisition introductions.

Why do testimonials matter when choosing a Wealth Management Recruitment company?

A review from someone who has firsthand experience of being well looked after throughout a recruitment process is everything! This is someone who has taken the time to talk about how they have found the process and how supportive it was for them personally. Nothing beats a review – we use reviews to choose holidays, so when choosing someone to represent you and enable your career to flourish, it is even more important. Check out our recommendations both on LinkedIn and testimonials found on our team page: Meet the team

Why does using an industry expert in Wealth Management Recruitment matter?

We have been around a long time and know a lot of people. With decades of industry experience, we have forged long-term meaningful relationships with great Wealth Management companies and our recommendations carry weight. We actively advocate for our clients and our candidates, as we are specialists in Financial Services, who people trust. We have developed this trust over a long time, by keeping our promises and doing the right thing.

What types of Wealth Management roles do you recruit for?

We recruit all roles which support Advisory work for clients. These include Management (1st, 2nd line and C Suite) Wealth (U/HNW Wealth Management, Financial Planning, IFA, Business Development, Investment, Retirement and Pension Specialists) Mortgage (Equity Release, Mortgage Advice and Protection) Support roles (Paraplanning, Relationship Management, Marketing, PR, Administration, Training, Risk and Analyst roles) and also Business Buying for retiring IFAs selling their businesses or client banks (IFA Acquisition).

We are with you, every step of the way

Choice, Honour, Deliver Logo