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Your search has returned 33 jobs     

Financial Planner- clients/AUM in place

Recruiter: Exchange Street Financial Services
Location: Bournemouth region
Salary: To £40,000 + Bonus (OTE £50,000+) + Benefits
Job Reference: FTA15040076
Date Added: 30/04/2015

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: London
Salary: OTE £70,000
Job Reference: FTA15040078
Date Added: 30/04/2015

Exchange Street is currently working with an ambitious wealth management practice as they look to grow the business throughout 2015. Offering full support with clients, administration and paraplanning along with an attractive remuneration package and additional bonus based on the firms performance, this is a genuinely exciting opportunity for advis...


Chartered IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Bristol
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15040077
Date Added: 30/04/2015

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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Financial Adviser - clients/leads in place

Recruiter: Exchange Street Financial Services
Location: Somerset/Wiltshire
Salary: To £48,000 + car + bonus + benefits
Job Reference: FTA15040070
Date Added: 29/04/2015

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 an experienced individual to advise and develop relationships with an existing client following.

This position will suit an adviser with excellent ...


Financial Planner - Chartered Accountancy practice

Recruiter: Exchange Street Financial Services
Location: London
Salary: To £52,000 + bonus + benefits
Job Reference: FTA15040068
Date Added: 28/04/2015

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...


Chartered IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Glasgow
Salary: To £50,000 + Bonus + Benefits
Job Reference: FTA15040066
Date Added: 28/04/2015

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.

Follow...


Financial Planner- clients/AUM in place

Recruiter: Exchange Street Financial Services
Location: Cardiff
Salary: To £75,000 + Bonus + Extensive benefits
Job Reference: FTA15040059
Date Added: 24/04/2015

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...


Chartered Financial Planner

Recruiter: Exchange Street Financial Services
Location: Manchester, London, Scotland
Salary: To £65,000 + Attractive Bonus Structure + Benefits
Job Reference: FTA15040057
Date Added: 24/04/2015

We are currently looking to recruit senior independent financial advisers to work with one of the most professional and progressive 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 cont...


Self-employed IFA - joint venture

Recruiter: Exchange Street Financial Services
Location: Cheshire
Salary: Self-employed - attractive splits
Job Reference: FTA15040056
Date Added: 24/04/2015

Our client is an established financial planning organisation looking to expand by securing an experienced financial planner in Cheshire. Although a self-employed opportunity this organisation offers significantly more than many similar firms, particularly with regards client generation.

Alongside administration, paraplanning and marketing suppo...


Self-employed financial advisers - lead generation in place

Recruiter: Exchange Street Financial Services
Location: Nationwide opportunities
Salary: Self-employed - market leading splits/exit stratgey
Job Reference: FTA15040053
Date Added: 23/04/2015

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...