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Your search has returned 104 jobs
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...
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...
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 PlannerWorcestershireSalary 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...
Financial Advisor - Newmarket - £35,000About the roleDeveloping 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 ...
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...
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...
Financial Advisor, Gislingham, Suffolk, Up to £40,000 + BonusA 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...
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...
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...
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