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Your search has returned 19 jobs     

IFA - £200,000 fee income client base provided

Recruiter: Exchange Street Financial Services
Location: Southampton
Salary: To £45,000 + attractive bonus + benefits
Job Reference: FTA15050056
Date Added: 29/05/2015

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...


IFA - leads/clients/fee income provided

Recruiter: Exchange Street Financial Services
Location: Bournemouth region
Salary: To £40,000 + Benefits + Attractive Bonus Structure
Job Reference: FTA15050055
Date Added: 29/05/2015

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...


Private Client Manager (IFA) - HNW client portfolio in place

Recruiter: Exchange Street Financial Services
Location: Manchester
Salary: To £50,000 + Benefits
Job Reference: FTA15050054
Date Added: 29/05/2015

Exchange Street is currently working with one of the region’s leading wealth managers as they look to recruit an additional consultant in Manchester. Set up to provide bespoke independent financial planning and investment management advice for high value clients, they enjoy an outstanding reputation for their service proposition and professionalis...


Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: Nottingham
Salary: To £29,000 + Bonus + Benefits
Job Reference: FTA15050051
Date Added: 27/05/2015

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...


Chartered IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Bristol
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15050048
Date Added: 26/05/2015

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.

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Financial Planner - Chartered Accountancy practice

Recruiter: Exchange Street Financial Services
Location: London
Salary: To £52,000 + bonus + benefits
Job Reference: FTA15050041
Date Added: 22/05/2015

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...


Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: Bournemouth region
Salary: To £40,000 + Bonus + Benefits
Job Reference: FTA15050037
Date Added: 21/05/2015

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...


Self-employed financial advisers - lead generation in place

Recruiter: Exchange Street Financial Services
Location: Nationwide opportunities
Salary: Self-employed - attractive splits/exit strategy
Job Reference: FTA15050036
Date Added: 20/05/2015

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...


Later Life Adviser

Recruiter: Exchange Street Financial Services
Location: North West
Salary: £negotiable + bonus + package + potential equity
Job Reference: FTA15050034
Date Added: 20/05/2015

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 Planner- clients/AUM in place

Recruiter: Exchange Street Financial Services
Location: Southampton
Salary: To £45,000 + Bonus (OTE £70,000) + Benefits
Job Reference: FTA15050033
Date Added: 19/05/2015

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...