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Your search has returned 20 jobs     

IFA - Chartered practice

Recruiter: Exchange Street Financial Services
Location: West Sussex
Salary: To £50,000 + Bonus after 1.5 x validation + equity participation
Job Reference: FTA15070021
Date Added: 07/07/2015

Exchange Street is currently working with a highly regarded, award winning Chartered financial planning practice in West Sussex as they look to recruit an experienced consultant to become a Director of the firm.

The role is fully supported by both paraplanners and technically competent administrators, allowing the consultant the opportunity to ...


IFA - leads provided

Recruiter: Exchange Street Financial Services
Location: Nationwide opportunities
Salary: Self-Employed (first year earnings £40,000+)
Job Reference: FTA15070020
Date Added: 07/07/2015

Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in:

o North East, Newcastle
o North West, Manchester/Lancashire
o West Wales
o Hertfordshire/Bedfordshire
o Yorkshire

Ma...


Financial Planner - Chartered Accountancy practice

Recruiter: Exchange Street Financial Services
Location: London
Salary: To £52,000 + bonus + benefits
Job Reference: FTA15070016
Date Added: 06/07/2015

Our client is the highly regarded financial planning arm of a Chartered Accountancy practice that enjoys an excellent reputation. Due to their growth plans and ongoing demand for their services, they now require an additional financial planner in their central London office.

The focus of the role will be on managing a portfolio of high net wort...


Telephone based adviser

Recruiter: Exchange Street Financial Services
Location: Bracknell
Salary: To £35,000 + benefits + bonus
Job Reference: FTA15070005
Date Added: 01/07/2015

Exchange Street is continuing to work with one of the pre-eminent names in UK financial services as they look to recruit a new adviser within their telephone based sales team. While the wider business predominantly operates in the Wealth Management arena, this forward thinking practice also offers an entry level, direct to client, service that is p...


Financial Planner - Chartered practice

Recruiter: Exchange Street Financial Services
Location: Cornwall
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15060103
Date Added: 30/06/2015

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: Birmingham
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15060102
Date Added: 30/06/2015

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: London
Salary: To £100,000 + bonus + excellent benefits
Job Reference: FTA15060101
Date Added: 30/06/2015

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 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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