Wealth Management & Financial Planning Recruitment

Specialist Recruitment Solutions

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Truestar Talent specialises in the placement of high quality people within the Wealth Management and Financial Planning sector

We place Wealth Planners, Wealth Advisors, Financial Planners, Financial Advisers and IFAs for our clients, along with investment management and pensions specialists.

Your business is distinctive, as are the people we introduce to you. We find the people who bring genuine passion for your role.

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Working with You

We specialise in finding the best IFA and Wealth Management talent within the Financial Services industry.

Our Senior Talent Managers know the Wealth Management & Financial Planning Recruitment niche market inside and out. Due to our expertise and industry knowledge, we secure the right candidate that delivers the excellence that you need.

Wealth Management & Financial Planning Recruitment Roles

Wealth Planners

As specialists in the Financial Services industry, we understand the importance that Wealth Planners play within your business. We have extensive expertise in Wealth Planning, allowing us to tailor our recruitment to align with your culture and specific needs.

Wealth Advisers

As experts in placing Wealth Advisers within the Financial Services industry, we understand how valuable Wealth Advisors are within your business.  We find the right people who bring genuine passion for their new role within your organisation.

Financial Planners

We understand how essential Financial Planners are within your organisation. We take the time to understand the specific needs in relation to your vacancy and use our extensive knowledge of your industry along with our outstanding talent to provide the right fit for you.

Financial Advisers

Our knowledge in placing Financial Advisers within the Financial Services industry means we understand how valuable Financial Advisers are within your business.  We find the right people who bring genuine passion for their new role within your organisation.

Business Development

As Financial Services Industry experts, we understand the importance that Business Development professionals play within your business. We ensure our talent acquisition matches your distinct culture and needs.

Independent Financial Advisers (IFAs)

Holistic IFAs, who genuinely put the client first, make a great addition to any Wealth Management company. By taking the time to truly understand the IFA, listening to understand their needs, we ensure IFAs make the informed decision to join your company.

Investment Management

Our expertise in the Financial Services Industry means we understand completely how essential Investment Managers are within your organisation. We take the time to understand the specific needs in relation to your vacancy to provide the right fit for you.

Pensions Specialists 

We have extensive expertise in placing Pensions Specialists within your industry, we understand the valuable role Pensions experts play within your business.  We find the right people who bring genuine passion for their new role within your organisation.

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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

Current Wealth Management Advisory Vacancies

Here are some of our roles…

IFA

This great IFA company is offering a basic salary of up to £35,000 flexible working, good benefits and a great bonus on top. Could this be you? This is a fantastic opportunity to join one of the UKs …

Apply Now

IFA

This great IFA company is offering a basic salary of up to £75,000, car allowance, good benefits and a great bonus on top. The most successful employed Financial Adviser here earns £200,000 year in …

Apply Now

IFA

This great IFA company is offering a basic salary of up to £75,000, car allowance, good benefits and a great bonus on top. The most successful employed Financial Adviser here earns £200,000 year in …

Apply Now

Truestar Talent Articles

Salary: Not Always the Most Important Incentive

What are the key motivators for top talent within the wealth management industry?…

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Why use a Wealth Management Recruitment Company for Roles in Financial Services?

What are the unique benefits and advantages of working with a wealth management recruitment company …

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Selling Your IFA Business: The Questions That Keep You Up at Night (Answered!)

After years and, let’s face it, more likely decades, of dedication to your clients, selling your I…

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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 s…

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