Executive Search Wealth Management Recruitment

Leadership Financial Services Headhunters: Retained and Contingent

Clients Graphic

How do you strengthen your financial planning company’s ability to fill key leadership roles? By strategically leveraging our Executive Search services, you can ensure long-term success

Getting access to the right kind of leader is paramount to supporting your culture and in ensuring momentum, retention and revenue growth.

Having pivotal people who align with your business strategy, leadership style and organisational philosophy brings true success.

Choosing a great manager is the difference between having a thriving team or company and one that is demotivated, with low productivity, high churn and high levels of complaints. Hiring your next leader is a crucial decision. Let us support you in finding the best senior management talent for your wealth management business.

After all, outstanding managers build happy and loyal teams.

A team of experts in financial services

Gaining access to exceptional leaders

  • Respected for our expertise, we are interwoven and connected with elusive talent, due to our 35+ years on average in financial services and wealth management
  • We personally know outstanding first and second line managers through to C-Suite leaders, who are not actively looking and are waiting for our career recommendations
  • Our profound industry knowledge and our discretion creates strategic placements that empower and enable the growth of our financial planning clients
  • Our expert multi-disciplinary team has an agile approach to the successful delivery of executive search solutions that are matched to your needs

How do we consistently deliver great results?

  • By keeping our promises
  • Aligning with your strategy and cultural values
  • Knowing elusive talent who trust us
Consistently Deliver Results

Wealth Management Leadership roles

As specialists in the Financial Services industry and experts in Wealth and Asset Management recruitment solutions, we understand the importance that choosing the right leader plays within your business. We ensure our senior talent acquisition matches your culture and growth strategy.

Most of our executive recruitment is not advertised.

Here are some examples of senior wealth management roles that we specialise in:

Chief Executive Officer CEO

A visionary CEO is the catalyst for a company’s success, igniting growth and profitability by charting a strategic path forward. We know CEOs who not only lead but also inspire, cultivating a positive company culture and building strong and loyal internal partnerships.

Chief Operating Officer COO

A skilled COO is essential for streamlining operations and ensuring seamless execution across your business. We carefully select COOs who can effectively align your strategic goals with day-to-day operations, leading to consistent performance.

Head of Advice

The Head of Advice leads the financial planning department, ensuring exceptional client outcomes. We have great relationships with dedicated individuals who shape the client advice process and oversee the successful execution of a firm’s investment strategy, catering to both high-net-worth (HNW) clients and those in the wealth-building phase.

National Sales Manager

A superb National Sales Manager accelerates revenue growth by implementing innovative sales strategies that deliver significant results. We choose people who motivate their teams to acquire new clients and strengthen existing relationships, fostering increased client satisfaction and loyalty through personalised service and effective relationship management.

Commercial Integration Director

A marvellous Commercial Integration Director optimises processes and drives operational efficiency across departments, resulting in lower costs and increased productivity. We know the people who enhance both the internal and external experience by ensuring smooth service delivery and unified client interactions, which greatly boost client satisfaction and loyalty.

Regional Manager

A dedicated Regional Manager fuels regional growth by uncovering new market opportunities and expanding the client base. We know the people who collaborate closely with their managers and actively listen to their insights; the individual we choose elevates the performance of Wealth Planners through motivational leadership, targeted training, and ongoing support. This approach leads to improved client outcomes, greater staff retention, and increased revenue.

Area Manager

Brilliant Area Managers build amazing loyal teams. They boost the productivity and performance of their Wealth Planners through focused coaching, performance tracking, and strategic resource allocation. We recommend managers who foster loyalty by actively listening and empowering their team to excel. They ensure advisers consistently follow regulatory standards and company policies, mitigating the risk of non-compliance and always putting clients’ needs first.

Compliance and Risk Management

We hand pick Senior Wealth Management Professionals skilled in regulatory compliance and risk management. It’s so important to get the right people as they actively ensure that teams deliver industry standards and safeguard client assets and company reputation.

Head of Advice Policy

As a champion of regulatory compliance, this carefully selected Head of Advice Policy ensures that all advice and practices align with current regulations, minimising legal risks and strengthening the firm’s reputation. Their top priority is the quality of advice, as they develop and implement policies that enhance both the consistency and standard of financial advice, ultimately driving better client outcomes.

National Head of Paraplanning

We find that an exceptional National Head of Paraplanning collaborates closely with Paraplanning Managers to maintain consistency and excellence in financial advice. They ensure that all paraplanning activities meet high standards, resulting in consistent, quality financial advice throughout the organisation. Additionally, they optimise paraplanning processes and implement best practices, driving increased productivity and reducing operational costs.

Head of Adviser Academy

Hand selecting a successful Head of Adviser Academy both enables talented people to begin their career in Financial Advice and supports people who want to transition into Financial Planning. We have found that people in this role are adept at developing a robust programme for highly driven and resilient people and that it creates a positive and loyal succession plan for the business that they join.

Head of Talent Acquisition

We select excellent Talent Acquisition Managers who design and drive your company’s recruitment and succession strategies. This pivotal and collaborative role not only supports growth initiatives but also fosters strong relationships with business managers and stakeholders.

Rockstar Talent Speech Marks
Rockstar Talent Speech Marks

Pam was an extremely personable and efficient contact within the resourcing community. Throughout several years working together, Pam always offered useful advice and evidenced a drive to meet our shared goals

Chris: Sales Development Manager

Pam is a pleasure to work with, she has your best interests at heart and is focussed on matching the right person to the right company for a mutually beneficial future. Pam really cares about the interests of her clients and connections

Vicki: Director

Ken has been of great support to me providing excellent guidance and opportunities for furtherment, his dedication to the task is exemplary

Stephen: Director

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

Derek was tenacious, focussed, and results driven – a pleasure

Jim: Divisional Sales Manager

I have worked with Pam, as one of my key strategic suppliers … she’s shown a real commitment to delivering results and always put the candidate interests first, whilst still balancing the business needs… Pam has a fantastic understanding of our business and our processes which has been real asset to the team. … Pam is a true strategic supplier and I often feel as though she is an extended part of the team, rather than an outsourced resource and she offers her expertise and strategic advice willingly.  Pam’s attention to detail is legendary and well respected within the team. The team are always very confident in her ability to add value, not only to the parts of the process she manages, but also the broader resourcing strategy

Emma: HR Director

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

In the 20 or so years I’ve known Pam I can honestly say she is the one who can find that ‘needle in the haystack’ and is the ‘Ronseal’ of the Recruitment industry – she does exactly what she says she will, she doesn’t let you down and most importantly of all …delivers a quality service… this comes from truly understanding her clients’ needs and making sure she finds the right fit, mindset and skills, not just the right qualifications for the role.  A pleasure to deal with, great network, huge experience and vast knowledge of her marketplace, Pam is an industry leader and the recommendations she has gathered have been well-earned

David: Director

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

As a senior executive, it was crucial that the organisation I joined had aligned values, structures, and a great workplace culture in place, as you cannot afford to make a mistake choosing the wrong organisation at an executive level. That meant choosing an executive recruiter and company that had a differentiated approach to understanding my ethos, values and capability. Truestar Talent… spend many hours finding out about you, your background, capability and importantly your personality… This is such a different and refreshing approach to other executive recruiters in the industry… Another significant differentiator is their ethical values as a trusted recruiter, only having relationships with like-minded employers that align with their ethos and culture. Choosing a recruiter that truly cares about you and treats you with the utmost respect sets them apart from anyone else

Tony: Managing Director

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