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Your search has returned 31 jobs     

Financial Planner- clients/AUM in place

Recruiter: Exchange Street Financial Services
Location: Cardiff
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15040059
Date Added: 24/04/2015

Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, t...


Chartered Financial Planner

Recruiter: Exchange Street Financial Services
Location: Manchester, London, Scotland
Salary: To £65,000 + Attractive Bonus Structure + Benefits
Job Reference: FTA15040057
Date Added: 24/04/2015

We are currently looking to recruit senior independent financial advisers to work with one of the most professional and progressive practices in the UK market. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs, this forward thinking organisation has cont...


Self-employed IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Cheshire
Salary: Self-employed - attractive splits
Job Reference: FTA15040056
Date Added: 24/04/2015

Our client is an established financial planning organisation looking to expand by securing an experienced financial planner in Cheshire. Although a self-employed opportunity this organisation offers significantly more than many similar firms, particularly with regards client generation.

Alongside administration, paraplanning and marketing suppo...


Self-employed financial advisers - lead generation in place

Recruiter: Exchange Street Financial Services
Location: Nationwide opportunities
Salary: Self-employed - market leading splits/exit stratgey
Job Reference: FTA15040053
Date Added: 23/04/2015

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...


Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: North West
Salary: £Competitive salary + Benefits + Bonus + Potential equity
Job Reference: FTA15040049
Date Added: 22/04/2015

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...


Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: North West
Salary: To £40,000 + Benefits + Attractive Bonus Structure
Job Reference: FTA15040047
Date Added: 21/04/2015

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 ...


Chartered IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Manchester or Liverpool
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15040044
Date Added: 20/04/2015

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...


Telephone based adviser

Recruiter: Exchange Street Financial Services
Location: Bracknell
Salary: To £35,000 + bonus + benefits
Job Reference: FTA15040040
Date Added: 17/04/2015

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...


IFA - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Sheffield, Lincolnshire, Derbyshire
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15040038
Date Added: 17/04/2015

Exchange Street is currently working with one of the region’s largest Chartered Financial Planners as they look to recruit further consultants in each of their Sheffield, Derby and Lincoln offices.

Enjoying introducer agreements with a number of accountants and solicitors and with a focus on further acquisitions moving forward (they have comple...