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Your search has returned 7 jobs
Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that were at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. They now require a Pension Administrator to join their team based in Bracknell on a six month contract. The main pur...
A national financial planning practice with a highly regarded in-house discretionary portfolio management proposition, pride themselves on the support they provide to the firm’s financial consultants. With this in mind they are now seeking to recruit an experienced administrator to join their sales support function in Northwich.As part of a div...
My Client is currently looking for a Group Risk Sales Support Executive to join their team in Manchester.THE ROLE• Working in partnership with consultants to develop relationships and provide proactive office based support that allows consultants to increase marketplace presence while also generating growth opportunities. • Helping to supp...
Our client is a niche wealth management practice with specialist expertise in working with solicitors. Initially a wholly owned division of an established law firm, this forward thinking practice was subject to a management buyout allowing them to expand their client base and take advantage of SIFA membership. As part of an ongoing growth strategy ...
Exchange Street is currently working with an established Financial Planning practice as they look to recruit a Trainee Paraplanner for their Liverpool based Office. A provider of financial planning, this firm has identified a requirement for an experienced individual to join the team with a remit to provide technical and professional support to one...
The established financial planning arm of a regional chartered accountancy practice, our client has a long-standing reputation in the North West. They are currently seeking to recruit an experienced Administrator to their existing team based at the firm’s Birkenhead office.Supporting a number of advisers, this position will be very hands on, as...
My Client is currently looking for an experienced Senior Sales Support Executive to join their Wealth Management Support team in West Yorkshire.THE ROLE• Responsible for building relationships with their defined panel of IFAs with the goal of increasing their usage of the services and software provided• They will also contact and manage fir...
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