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Your search has returned 21 jobs     

Financial Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Leeds
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15070077
Date Added: 31/07/2015

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 IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Glasgow or Edinburgh
Salary: To c£50,000 + bonus + benefits
Job Reference: FTA15070072
Date Added: 30/07/2015

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...


Financial Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Birmingham
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15070066
Date Added: 27/07/2015

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...


Investment Administrator - Private Bank

Recruiter: Exchange Street Financial Services
Location: Manchester
Salary: To £24,000 + excellent benefits
Job Reference: FTA15070064
Date Added: 27/07/2015

Our client is a prestigious investment house providing private banking, portfolio management and independent financial advice to a range of HNW individual and corporate clients. Enjoying an excellent reputation in the marketplace demand for their services continues to grow.

A requirement has arisen within their Private Banking team for an Admini...


Later Life Adviser

Recruiter: Exchange Street Financial Services
Location: North West
Salary: £employed + bonus + potential equity
Job Reference: FTA15070062
Date Added: 24/07/2015

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...


IFA - leads/clients/fee income provided

Recruiter: Exchange Street Financial Services
Location: Bournemouth region
Salary: To c£40,000 + Bonus + Benefits
Job Reference: FTA15070059
Date Added: 23/07/2015

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 c£50,000 + benefits (no targets in place)
Job Reference: FTA15070057
Date Added: 23/07/2015

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...


IFA - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Cheshire
Salary: To £45,000 + attractive bonus
Job Reference: FTA15070054
Date Added: 22/07/2015

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...


Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: London
Salary: Self-employed OTE £70,000
Job Reference: FTA15070050
Date Added: 20/07/2015

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...


Financial Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Bournemouth
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15070046
Date Added: 17/07/2015

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...