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Your search has returned 104 jobs     

Private Client Manager (IFA)

Recruiter: Exchange Street Financial Services
Location: Manchester
Salary: To £45,000 + Benefits
Job Reference: FTA14080329
Date Added: 20/08/2014

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 Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: London & The South East
Salary: Self-employed
Job Reference: FTA14080328
Date Added: 20/08/2014

Exchange Street is currently working with a highly regarded Chartered Financial Planning practice with offices in London and Sussex as they look to add to their private client advisory team. An established and profitable business with 70% of revenue generated through recurring income, they have been at the forefront of fee based financial planning...


Senior Financial Planner

Recruiter: Exchange Street Financial Services
Location: London
Salary: £Competitive salary + Benefits + Bonus
Job Reference: FTA14080327
Date Added: 20/08/2014

An ambitious and expanding investment management firm, our client is looking to expand its financial planning operation into London. The London office currently has no financial planner based there, so this is an exciting opportunity for a senior adviser looking for a position with great prospects.

The role will focus on building relationships ...


Financial Planner

Recruiter: IDEX Consulting LLP
Location: Worcestershire
Salary: Negotiable
Job Reference: FTA14080314
Date Added: 19/08/2014

Financial Planner
Worcestershire
Salary up to £50k + bonuses

Our client are an award winning, prestigious national organisation who have a successful restricted model in place.
As part of their growth plans in 2014 they now seek established planners to join the business and take on client banks that are generated through acquisitions and ex...


IFA

Recruiter: IDEX Consulting LLP
Location: Newmarket
Salary: Negotiable
Job Reference: FTA14080311
Date Added: 19/08/2014

Financial Advisor - Newmarket - £35,000

About the role

Developing a close working relationship is key and therefore the first step is normally to hold a meeting on a ‘without obligation’ basis. The purpose of the meeting would be to gain a full understanding of the prospective client’s position and key issues and objectives.

Following the ...


Wealth Manager - Glasgow

Recruiter: IDEX Consulting LLP
Location: Glasgow
Salary: £40000 - £55000 per annum
Job Reference: FTA14080304
Date Added: 19/08/2014

My Client is currently looking for a Wealth Manager/IFA to join their business in Glasgow.

THE ROLE
• Advise clients on all aspects of financial planning and wealth management.
• Ability to develop relationships with both new and existing clients.
• Maintain and develop a portfolio of clients by providing high quality advice and consultancy b...


Financial Advisor

Recruiter: IDEX Consulting LLP
Location: Cheshire
Salary: Negotiable
Job Reference: FTA14080299
Date Added: 19/08/2014

My Client is currently looking for an experienced Financial Advisor to join their team in Cheshire.

THE ROLE
• The role focuses on auto enrolment but you will be also be responsible for providing financial advice to the employees on a private client basis
• Meeting SME owners and presenting to large numbers of employees.
• Completion of fac...


IFA

Recruiter: IDEX Consulting LLP
Location: Suffolk
Salary: £40000 per annum + Benefits
Job Reference: FTA14080257
Date Added: 18/08/2014

Financial Advisor, Gislingham, Suffolk, Up to £40,000 + Bonus

A leading fee-based wealth management business who specialise in providing holistic financial planning to a range of private clients and SME's are keen to appoint a highly qualified Senior Financial Planner to the business. Operating out of the Gislingham office you will have an excel...


Financial planner - clients in place

Recruiter: Exchange Street Financial Services
Location: Cheshire
Salary: Salaried + excellent benefits + bonus
Job Reference: FTA14080253
Date Added: 18/08/2014

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 two individuals to their Northwich office to manage existing client relationships as part of their ongoing growth.

This particular role entails pro...


Financial Planner

Recruiter: Exchange Street Financial Services
Location: Cheshire
Salary: To £45,000 + Bonus + Benefits + Car
Job Reference: FTA14080249
Date Added: 14/08/2014

Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice to high value clients. Widely recognised for their commitment to building long term relationships with clients, the company is interested in growing its advisory team.

With a focus on wealth management, the position woul...