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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...
Private Client Wealth Management/Financial PlannerBirminghamSalary £50,000 - £60,000A leading practice in Birmingham City Centre is recruiting for a Financial Planning/Private Client Wealth Management role.The RoleProviding and developing advisory plans for prospective and existing clients whilst assisting and advising team memb...
We are: a directly regulated, City based private client practice. Small in numbers, big on experience (20 years + each) and quality. Two of us are chartered financial planners and we aim to apply for chartered status for the firm this year.Our approach: Professional but offering a relaxed working environment. We are looking for: Two advise...
Exchange Street is currently working with a truly independent national wealth management practice who enjoy an outstanding reputation working with medical professionals. Following a period of continued success they are now able to accommodate a further financial planner in Sheffield. Through a combination of existing clients and ongoing marketing i...
My Client is currently looking for an experienced IFA to join their business in Leeds City Centre.Based in their Leeds office you will provide a full independent financial planning service to the practices HNW clients.THE ROLE AND CANDIDATE• You will be an ambitious and experienced IFA with high earning potential. Your hands on approach...
My Client is currently looking for an experienced IFA to join their business in Manchester City Centre.Based in their Manchester office you will provide a full independent financial planning service to the practices HNW clients.THE ROLE AND CANDIDATE• You will be an ambitious and experienced IFA with high earning potential. Your hands o...
My client is currently looking or an employed IFA to join their business in Manchester. This is a fantastic opportunity for someone to grow with their expanding business and potentially become a Partner. The successful candidate will ideally have some trail to bring with them but this is not essential and a proven track record in developing ...
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered 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...