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Your search has returned 35 jobs
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced individual to advise and develop relationships with an existing client following in the South West. This position will suit an advis...
Exchange Street is currently working with a highly regarded Chartered Financial Planning practice as they look to add to their private client advisory team in Cheshire. Through a combination of existing connections and a specialist business developer on the team, they can offer additional leads to supplement a new adviser’s client base. Establ...
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...
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. They now require an additional consultant to join their team based in Cheshire to service this client base. Supported by a highly qualified paraplanning ...
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...
Exchange Street is currently working with an ambitious wealth management practice as they look to grow the business throughout 2015. Offering full support with clients, administration and paraplanning along with an attractive remuneration package and additional bonus based on the firms performance, this is a genuinely exciting opportunity for advis...
Exchange Street is continuing to work with one of the pre-eminent names in UK financial services as they look to recruit a new adviser within their telephone based sales team. While the wider business predominantly operates in the Wealth Management arena, this forward thinking practice also offers an entry level, direct to client, service that is p...
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...
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