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Jobs from Exchange Street Financial Services

 
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  • Employed Independent Financial Advisers

    Shortlist
    • £30,000 - £70,000 per annum, OTE
    • Sheffield
    • 4 days ago
    • 10 applications

    Exchange Street is currently working with one of the leading independent practices in the UK market as they look to continue growing the team throughout 2014. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs...

  • Employed Independent Financial Advisers

    Shortlist
    • £30,000 - £70,000 per annum, OTE
    • Newcastle Upon Tyne
    • 4 days ago
    • 10 applications

    Exchange Street is currently working with one of the leading independent practices in the UK market as they look to continue growing the team throughout 2014. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs...

  • Employed Independent Financial Advisers

    Shortlist
    • £30,000 - £70,000 per annum, OTE
    • Liverpool
    • 4 days ago
    • 12 applications

    Exchange Street is currently working with one of the leading independent practices in the UK market as they look to continue growing the team throughout 2014. Established with a commitment to offering genuinely high net worth clients a truly consultative service to encompass all of their financial needs...

  • Retirement Planner

    Shortlist
    • £30,000 - £33,000 per annum
    • Preston
    • 22 January
    • 7 applications

    This national, highly regarded practice specialises in the provision of financial planning services to the over-55s. As part of their proposition they offer their clients advice on pension/annuity planning. They are currently seeking to recruit additional advisers to this team as part of their ongoing...

  • Senior Environmental Adjuster

    Shortlist
    • £35,000 - £50,000 per annum
    • South East London
    • 22 January
    • 1 application

    Our client is looking for a Senior Environmental Adjuster to handle a portfolio of environmental liability claims on a 'cradle-to-grave' basis, working out of their local office and operating throughout the surrounding areas as required. In addition to carrying a reduced case-load the role will entail...

  • Environmental Claims Technician

    Shortlist
    • £20,000 - £28,000 per annum
    • Maidstone
    • 22 January
    • 1 application

    We are seeking a candidate to join a leading insurance claims management company to handle a portfolio of environmental liability claims on a cradle to grave basis. Losses encompass oil spills, ground contamination and third party property damage / impact amongst others and this role would therefore suit...

  • Major Loss Claims Technician

    Shortlist
    • £20,000 - £26,000 per annum
    • City Of London
    • 22 January
    • 6 applications

    Our client, a market leading insurance organisation, is seeking to strengthen their team with the addition of a Major Loss Claims Technician to work out of their City office. The successful candidate will be assisting in the handling a portfolio of high value, complex and sensitive property claims all...

  • Mechanical Engineering Loss Adjuster

    Shortlist
    • £35,000 - £44,000 per annum
    • England
    • 22 January
    • 0 application

    Our client, a well established loss adjusting practice, is seeking a Mechanical Engineering Adjuster to work acting on behalf of various instructing principals handling a portfolio of the higher value / more complex and contentious engineering claims on a cradle to grave basis. This will power, machinery...

  • IFA - Bristol

    Shortlist
    • £30,000 - £40,000 per annum
    • Bristol
    • 4 days ago
    • 2 applications

    We are currently looking to recruit a senior independent financial adviser to work with one of the leading 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...

  • Domestic Claims Technician

    Shortlist
    • £16,000 - £19,000 per annum
    • Manchester
    • 22 January
    • 0 application

    Our client is looking for a Domestic Claims Technician to work out of their Manchester office handling a portfolio of household (buildings, contents and personal possessions) claims under delegated authority. The role will involve liaising with loss adjusters, brokers, policyholders & third parties...

  • Experienced IFA Administrator

    Shortlist
    • £20,000 - £24,000 per annum
    • Bolton
    • 4 days ago
    • 1 application

    Our client is a highly respected chartered accountancy firm with an established IFA division based in Lancashire who are currently looking to recruit an additional administrator as part of the firm’s continued expansion. Providing support to the firm’s IFAs the role will entail working as part of a...

  • Financial Adviser - Employed, leads provided

    Shortlist
    • £30,000 - £35,000 per annum
    • Stockport
    • 22 January
    • 9 applications

    Exchange Street is currently working with one of the region’s leading Estate Agents as they look to replace their previous consultant with a new Financial Planner for the team. As the only CF30 adviser in the wider mortgage business, leads are generated by a combination of the firm’s call centre who...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Bury
    • 22 January
    • 2 applications

    This Chartered wealth management practice has a highly developed business model and an excellent reputation across the region. Attached to an established Chartered Accountancy practice they are an exceptionally professional outfit with a burgeoning reputation for the high quality level of service they...

  • Operations Manager

    Shortlist
    • £30,000 - £40,000 per annum
    • Preston
    • 4 days ago
    • 8 applications

    The specialist lending arm of a national financial services company that leads the market in equity release, our client is a boutique lender. They have retained Exchange Street in their current search for a new Operations Manager to be based with the team in Preston. Due to an increased demand for their...

  • Wealth Management IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Sheffield
    • Today
    • 1 application

    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...

  • Wealth Management IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Glasgow
    • Today
    • 3 applications

    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...

  • Wealth Management IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Edinburgh
    • Today
    • 2 applications

    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...

  • Wealth Management IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Manchester
    • Today
    • 1 application

    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...

  • Wealth Management IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Liverpool
    • Today
    • 2 applications

    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...

  • Wealth Management IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Leeds
    • Today
    • 2 applications

    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...

  • Senior Corporate Pensions/Employee Benefits Adviser

    Shortlist
    • £60,000 - £80,000 per annum
    • London
    • 4 days ago
    • 20 applications

    Exchange Street has been retained by this national practice to facilitate further growth within their employee benefits division. Having undergone major expansion over the past few years the firm are extremely well placed within the Retail Distribution Review framework and are now seeking to add additional...

  • Investment Administrator - 12 month contract

    Shortlist
    • £17,000 - £18,500 per annum
    • Northwich
    • 22 January
    • 6 applications

    Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit an experienced individual to work within their busy asset management division. The focus of the position will be to...

  • Senior Administrator / Paraplanner Assistant

    Shortlist
    • £21,000 - £24,000 per annum
    • Northwich
    • 22 January
    • 10 applications

    Our client, an established wealth manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced individual to support the leading consultants in the region. As part of a division offering discretionary investment...

  • Liability Adjuster

    Shortlist
    • £30,000 - £40,000 per annum
    • London
    • 18 January
    • 7 applications

    Our Loss Adjusting client is looking for a Liability Adjuster to handle a portfolio of EL/PL Injury claims on an 'investigate only' and 'cradle-to-grave' basis, working out of their London (City) office and operating throughout the London / South East regions as required. You will typically investigate-on...

  • Pension Administrator

    Shortlist
    • £20,000 - £25,000 per annum
    • Bracknell
    • 4 days ago
    • 11 applications

    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...

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