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Your search has returned 32 jobs
Our client is the highly regarded financial planning arm of a Chartered Accountancy practice that enjoys an excellent reputation. Due to their growth plans and ongoing demand for their services, they now require an additional financial planner in their central London office. The focus of the role will be on managing a portfolio of high net wort...
A prestigious Chartered Accountancy practice based in Dorset is seeking to recruit an experienced financial planner to their wealth management team to help grow the division further. The company has both an existing client base in place (yielding over £40,000 in trail) and receives a high number of quality leads each week. The position will ent...
Exchange Street is currently working with a growing national financial planning practice as they look to recruit additional experienced consultants in key locations around UK. Following a restructure they have identified approximately 30,000 existing clients to be distributed to new advisers with client hot-spots in the South East, South West, Midl...
An established financial planning practice with a strong reputation across the North of England, our client has been extremely acquisitive in the past, building up a sizeable client portfolio. Given the demographic of this client base they have previously set-up a specialist Later Life Advice division that is SOLLA accredited and they now require a...
Exchange Street is currently working with a highly regarded regional IFA practice as they look to add to their established team in Southampton. As part of a larger commercial insurance broker, they have been incredibly successful in developing business with corporate connections and their key personnel. Responsibilities for the role will focus...
Exchange Street is currently working with a highly regarded, award winning Chartered financial planning practice in West Sussex as they look to recruit an experienced consultant to become a Director of the firm. The role is fully supported by both paraplanners and technically competent administrators, allowing the consultant the opportunity to ...
Our client is an established Chartered financial planning practice in Aberdeen with an excellent reputation. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit a well-qualified adviser to their team.The firm have a high demand for their services and are therefore in the e...
Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in:o North East, Newcastleo North West, Manchester/Lancashireo West Waleso Hertfordshire/Bedfordshireo YorkshireMa...
Exchange Street is currently working with an ambitious national wealth management business as they look to grow the team in the North West. As part of a hugely successful wider global business they have significant financial resources and continue build their client base through a series of acquisitions.They are currently looking to add a handf...
Exchange Street is currently working with the highly regarded financial planning arm of one of the UK’s leading accountancy businesses as they embark on a major growth plan for 2015. Offering bespoke fee based advice to a genuinely high net worth clientele; this firm is considered a true market leader at the pinnacle of wealth management.Follow...
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