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Your search has returned 19 jobs     

Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: Bournemouth region
Salary: To c£40,000 + Bonus + Benefits
Job Reference: FTA15060096
Date Added: 29/06/2015

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...


Financial Advisers - client generation provided

Recruiter: Exchange Street Financial Services
Location: Nationwide opportunities
Salary: Self-employed - attractive splits (to 80%)
Job Reference: FTA15060094
Date Added: 26/06/2015

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...


Chartered IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Ipswich
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15060092
Date Added: 26/06/2015

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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Chartered Financial Planner

Recruiter: Exchange Street Financial Services
Location: Aberdeen
Salary: Competitive salary + benefits + bonus
Job Reference: FTA15060082
Date Added: 25/06/2015

Our client is an established Chartered financial planning practice in Aberdeen with an excellent reputation. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit a well-qualified adviser to their team.

The firm have a high demand for their services and are therefore in the e...


Later Life Adviser

Recruiter: Exchange Street Financial Services
Location: North West
Salary: £employed + bonus + potential equity
Job Reference: FTA15060076
Date Added: 24/06/2015

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...


Chartered IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Glasgow or Edinburgh
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15060070
Date Added: 23/06/2015

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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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: FTA15060065
Date Added: 22/06/2015

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 Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Devon
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15060060
Date Added: 18/06/2015

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...


Financial Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Bournemouth
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15060059
Date Added: 18/06/2015

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...


Financial Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Leeds
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15060058
Date Added: 18/06/2015

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...