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A FTSE 250 wealth manager with over £20 billion funds under management is seeking an Integration Manager for its Birmingham based Financial Planning team.Your role will be to work closely with the groups new Financial Planners and Financial Planning firms, developing their business through coaching, mentoring, utilisation of marketing tools and bus...
An opportunity to work with a major UK Wealth Manager. We are looking for a Diploma qualified Paraplanner to work in a highly successful Principal Partner Practice of St. James’s Place Wealth Management. The Practice has been established for 20 years and we offer a comprehensive range of financial services, specialising in investments, pen...
A leading global accountancy practice which has over 200 offices worldwide is seeking an Independent Financial Planner to join its London and South East based ultra-high net worth team.The organisation is active in over 50 countries and has over 20,000 employees.The UK financial planning division employs around 60 Financial Planners with a na...
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...
We are currently looking to recruit a senior independent financial adviser to work with one of the leading 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 continued to build on its suc...
With offices in Surrey and Hertfordshire, this well established advisory practice has been providing financial planning services since the mid-1990s. Due to an ongoing acquisition plan and the upcoming retiring of an adviser, they are in a position to supply leads and clients on an ongoing basis. Applicants will need to be experienced, good qua...
Our client, a highly respected regional financial planning practice with offices in Sussex and London and one of the few to hold Chartered Financial Planning and Discretionary Investment Management status in the South East, is currently looking to add to their teams across both locations. Established with a commitment to offering clients a trul...
Exchange Street is currently working with an established award winning financial planning practice in Surrey with a reputation for providing bespoke financial planning solutions with a ‘new model’ approach. In preparation for the retirement of one of the teams senior advisers they are currently looking to recruit an experienced adviser in Surrey. ...
Are you an experienced, professional financial adviser with a track record of success (whether from an IFA, tied, or banking background) who wants to work with a high profile and highly successful regional business as they grow post RDR?Our client is one of the South West’s leading financial services businesses who have grown over the last 10 y...
Worried about RDR, Redundancies, Margins, Fees, Lack of new fresh clients?Confused about how RDR will affect your business? If so then you could benefit from speaking to us. As preferred recruiters to many of the biggest names in the industry as well as a host of smaller local financial services businesses and have been advising financial...