Frequently Asked Questions

A great Financial Services recruiter is holistic in approach. Taking the time to truly understand the culture, ethos and needs of a company and matching these to a great candidate who they have spent time getting to know personally as well as professionally. Honed with decades of Wealth Management experience, Truestar Talent Managers only introduce strong matches that result in long-term successful placements.

Meet the team

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/ 

Promising to do the right thing is great; being recognised and evaluated on being honourable, ethical and effective is far better as this is quantifiable. Check out Truestar Talent’s Financial Services awards including Best Financial Services Recruitment/Headhunting Specialists UK: Awards

Just like a great Financial Planner, we start with soft facts and a full fact find, before going to recommendations that we have researched well. Great recruiters in Wealth Management enable informed choices, by providing comprehensive supporting information and introducing you to people we like, know and trust.

Wealth Management Recruitment

Truestar Talent spans the entire UK from Scotland to Cornwall. We know who is actively looking and those who are waiting for our recommendations. It’s the same with clients, we have both active vacancies and clients who want us to reach out when we find someone special that they can make a home for. Check out our current vacancies.

Great companies consistently measure their new employee retention rate and seek strategies to reduce the risk of employees leaving within their first year. Good Wealth Management companies track their employee turnover. This is why we only want to place people in great homes where they can thrive for the long-term.

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Let’s start with the person, because after all, Wealth Management is a people business – we need ethical advice when trusting someone with our money. It’s so important to have the right fit for your company team too – who the person is, is everything. We take the time to truly get to know our clients and our candidates as people. We assess both thoroughly, so that we can make long lasting matches where people thrive. 

Meet the team

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.

We hand pick our candidates for you. With 35+ years in Financial Services and Wealth Management recruitment, Truestar Talent know what good looks like and only recommend you see the people who are making an informed choice to see you and may not be actively looking – they wait for our recommendation for a career move. Our aim is that every candidate we send to you makes you smile.

A great Wealth Management recruiter makes recruitment feel easy as we will cut out the white noise of mismatched applications. We curate candidate introductions that match to your needs, requirements and culture. This ensures informed introductions that will result in a high conversion rate of hires from a hand selected number of applications. We are proud of our long lasting placements where people thrive in happy homes! 

Meet the team

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

Truestar Talent specialise in both Wealth Management and Financial Service Recruitment – we are award winning in both aspects. With decades of industry experience, we have forged long-term meaningful relationships with international Wealth Management companies, national growing companies in Financial Services and niche IFA businesses who offer something different.

Awards page

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).

An empowered, supported, cared for candidate will do well at interview. They know why they are there; they have done their research and so will be able to ask better questions. They are well matched for the role and they are excited with the opportunity and are engaged in the process. They can explain their career succinctly and be able to show evidence of their key achievements. They are supported by their Truestar Talent Manager, who is their advocate throughout the process.

Meet the team

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.

Wealth Managers and Financial Planners both help people manage their money, the key difference is primarily in the scope of services they offer and the clientele they typically serve. Wealth Managers often look after high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) who have complex financial needs. Financial Planners work with a broader range of clients’ financial needs and goals, regardless of their client’s wealth level. Check out our blog Financial Planner or Wealth Manager to find out a lot more.

Our Financial Services clients range from international Merchant Banks, to national Mutuals, to national wealth management companies and also interesting niche IFA companies across the country. It is not the size of the company that impresses us, it is the quality of home for the people that we place.

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A strong Employer Value Proposition (EVP) differentiates your company from the competition and helps you attract, retain and engage top talent. EVP is a unique combination of benefits, rewards, and opportunities.

An effective Employer Value Proposition (EVP) creates a meaningful narrative for both current and potential employees. Your EVP needs to appeal to your existing staff as well as those you hope to attract.

A great EVP is a mix of both tangible and intangible benefits that you offer to employees. Focus on what employees’ value, explaining the benefits and show how these enhance employees’ lives.

Simply go to our Upload CV page where one of our Senior Talent Managers can review your CV to help understand what opportunities are suitable for you.

Upload my CV

Have a chat with one of our Senior Talent Managers and they will match you to all similar positions that mirror your needs and world view.

Meet the team

Working transparently and effectively with HR and managers, ensures consistent high-quality talent, champions diversity and cuts out the white noise in creating long term happy homes for people to thrive within. Working closely with HR departments and internal talent acquisition teams across the country – Truestar Talent enjoy working partnerships and supporting a common goal with our clients. We’ve even won an award for it: Winner of the Financial Services Recruitment and Headhunting Enterprise of the Year 2024

As well as having the Level 4 Diploma many Wealth Managers go on to have the Chartered Financial Planner qualification for professional Financial Planners and Financial Advisers awarded by the Chartered Insurance Institute. Some even go on to be Fellow Progressing to Fellowship. You can achieve this by either: Passing additional CII personal finance qualification units, or recognition of prior learning for non-CII (regulated) qualifications.

As a minimum Financial Planners and Financial Advisers will have completed the Level 4 diploma for financial advice. Great Financial Planners put their clients’ needs first and ensure that they are qualified to give clear and informed advice to their clients.

To find out about financial advice qualifications and more, check out: Financial Planner or Wealth Manager? Finding the Perfect Job in Wealth Management

We are with you every step of the way, from firstly getting to know you personally, to finding out your wish list, to introducing you to people we know well, to supporting any assessments or business plans, to negotiating the offer. We remain with you post you starting, because once you know us you will always know us and probably be kind enough to recommend other people to us to help as well.

Our candidate experience is personalised to the individual’s needs. We listen to get to know you, make specific recommendations and deliver both consultative and bespoke solutions to your requirements. This is why we have such a high success conversion-rate and such happy clients and candidates alike. We actively ensure a great long term fit and enable people to show the truest version of themselves at assessments through STAR coaching when needed.

When recruitment feels easy and you only spend time with candidates that match your needs, who are informed and are actively engaged in choosing to be meeting with you. By having well matched candidates and hard to reach individuals, you are going to be introduced to the people who can make a real difference to your business. This is something that Truestar Talent thrive in doing.
Client Page

A good CV is just the beginning. We spend quite a bit of time with you to get to know you and pull out the things from your career to match what the clients are looking for. We sing your praises to the client, which makes you stand out from the competition and enables you to get in front of the people that you would really like to see. By supporting you with great research and telling you about the client, it humanises the process and ensures that you are the best version of you. It always helps to be yourself and put your best foot forward!

When selling your IFA business as an IFA acquisition, one of the key things to consider is whether the culture and charging structure of the buyer matches the needs of your clients. You have spent a lot of time building the relationships and trust with your clients and you want to ensure that they have a great long-term home, as well as you being well renumerated for your hard work and time sacrificed in building your IFA business over many years. We can help: IFA Acquisition

Many IFAs worry that their clients will feel that they have sold their IFA firm or client bank, but not looked after the clients themselves. Choosing the right home when selling your IFA business is key, you want your clients to feel like it is a home from home and that the transition feels seamless. To do that, you really need to speak to one of our team, we know the good guys and the bad guys in the IFA world, after working within Wealth Management and Financial Services for on average 35+ years.

Retiring IFA