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Jobs from Exchange Street Financial Services

 
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  • IFA - leads/clients provided

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    • £25,000 per annum
    • Chelmsford
    • 20 November
    • 2 applications

    Exchange Street is working with a regional IFA practice who are looking to replace an existing adviser who is moving into a new role within the wider business. The firm in question have a first class marketing process and can commit to providing access to a high number of good quality leads each month...

  • Wealth Adviser - Glasgow

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    • £40,000 - £75,000 per annum
    • Glasgow
    • 4 days ago
    • 43 applications

    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...

  • Italian Speaking PI Claims Consultant

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    • £30,000 - £40,000 per annum
    • London
    • 20 November
    • 33 applications

    Home-based Insurance / Claims Consultant for a growth orientated Insurer, writing business in several EU territories. The consultant will work / support the Group Claims Director in the management and supervision of the company's outsourced motor claims operations in Italy. Based in London, the position...

  • Commercial Account Executive

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    • £40,000 - £50,000 per annum
    • Lancashire
    • 20 November
    • 0 applications

    My client is a leading commercial broker dealing with commercial and HNW insurance with a wide variety of portfolios and clients across the UK. The emphasis is on providing a comprehensive and first class service to clients and offering extensive markets to broker business for the clients. Due to expansion...

  • Commercial Underwriting Associate Multi National Accounts

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    • £22,000 - £23,000 per annum
    • Manchester
    • 20 November
    • 1 applications

    This is an exciting, unique and key role for an award winning Global Insurer to work within its busy Manchester Underwriting Branch dealing with Inbound commercial insurance policies from their international offices which is part of their global programme. Main Duties: - Provide internal and external...

  • Commercial Combined Underwriter Mid - Market

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    • £35,000 - £40,000 per annum, inc benefits
    • Manchester
    • 20 November
    • 0 applications

    My client is an established and forward thinking Insurance company with a progressive outlook that offers fantastic opportunities for their employees to further and enjoy their careers. They now have a vacancy in Manchester for a Commercial Mid - Market Underwriter. The role will focus on underwriting...

  • Sales Manager

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    • £50,000 - £65,000 per annum
    • Leeds
    • 4 days ago
    • 26 applications

    Our client is a well-established and award winning financial planning practice. They are currently seeing an experienced sales manager to manage an advisory team based in Yorkshire. The role will predominately focus on sales performance, assisting the firm’s advisers in maximising income streams, demonstrating...

  • Experienced Paraplanner - Private Bank

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    • £28,000 - £32,000 per annum
    • Manchester
    • 20 November
    • 0 applications

    Our client is a prestigious investment house providing private banking, portfolio management and independent financial advice to a range of HNW individual and corporate clients. Enjoying an excellent reputation in the marketplace demand for their services continues to grow. A requirement has arisen...

  • Financial Services Administator

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    • £20,000 - £24,000 per annum
    • Sale
    • 20 November
    • 3 applications

    Exchange Street has been retained by this highly established IFA practice that has developed a fantastic name throughout South Manchester and beyond. In order to provide the best possible technical support to their IFAs they are now seeking an experienced administrator. The role will be a combination...

  • Chartered Financial Planners

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    • £45,000 - £65,000 per annum
    • Edinburgh
    • 20 November
    • 3 applications

    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...

  • Chartered Financial Planners

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    • £45,000 - £65,000 per annum
    • London
    • 20 November
    • 3 applications

    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...

  • Chartered Financial Planners

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    • £45,000 - £65,000 per annum
    • Manchester
    • 20 November
    • 3 applications

    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...

  • Financial Adviser - client base in place

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    • Salary negotiable
    • Northwich
    • 20 November
    • 4 applications

    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 two individuals to their Northwich office to manage existing client relationships as part of their ongoing...

  • Independent Financial Adviser (IFA)

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    • £35,000 - £60,000 per annum
    • Birmingham
    • 20 November
    • 24 applications

    This national wealth manager is one of the fastest growing financial planning firms in the UK and already has over 100 advisers throughout the UK across 15 offices. They are very much in growth mode and are interested in speaking to high quality advisers in England and Scotland. Offering holistic financial...

  • Wealth Manager

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    • £40,000 - £100,000 per annum, OTE
    • London
    • 4 days ago
    • 29 applications

    Exchange Street is currently working with a highly regarded Chartered Financial Planning practice with offices in London and Sussex as they look to add to their private client advisory team. An established and profitable business with 70% of revenue generated through recurring income, they have been...

  • Corporate/Employee Benefits Consultant

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    • £40,000 - £70,000 per annum
    • London
    • 4 days ago
    • 29 applications

    Exchange Street is currently working with a highly regarded Chartered Financial Planning practice with offices in London and Sussex as they look to add to their corporate advisory team. An established and profitable business with 70% of revenue generated through recurring income, they have been at the...

  • Financial Planner - Chartered Practice

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    • £45,000 - £75,000 per annum
    • Aberdeen
    • 4 days ago
    • 0 applications

    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...

  • Wealth Adviser - Guildford

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    • £40,000 - £75,000 per annum
    • Guildford
    • 4 days ago
    • 17 applications

    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...

  • Equity Release Adviser - leads provided

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    • £25,000 - £27,000 per annum
    • Nottingham
    • 20 November
    • 22 applications

    This national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions. They are currently seeking to recruit additional equity release adviser in Nottingham / Derby to provide a first class service to clients generated...

  • Outbound Sales Consultant - Estate Planning

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    • £15,000 - £16,000 per annum
    • Preston
    • Today
    • 29 applications

    This national, highly regarded practice specialises in the provision of specialist advice on wills and estate planning. Due to ambitious plans they are seeking to bolster their telephone based team at their Head Office in Preston by recruiting experienced outbound sales advisers. The main responsibility...

  • Financial Planner

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    • £35,000 - £45,000 per annum
    • Altrincham
    • Today
    • 4 applications

    Our client is one of the largest and most respected in the region with an excellent reputation for the quality of its advice to high value clients. Widely recognised for their commitment to building long term relationships with clients, the company is interested in growing its advisory team. With a...

  • Private Client Manager/IFA

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    • £35,000 - £45,000 per annum
    • Manchester
    • Today
    • 6 applications

    Exchange Street is currently working with one of the region’s leading wealth managers as they look to recruit an additional consultant in Manchester. Set up to provide bespoke independent financial planning and investment management advice for high value clients, they enjoy an outstanding reputation...

  • Senior Wealth Adviser

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    • £50,000 - £80,000 per annum, negotiable
    • London
    • Today
    • 8 applications

    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...

  • Senior Administrator

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    • £22,000 - £28,000 per annum
    • Maidenhead
    • Today
    • 14 applications

    Our client is a Chartered practice who have been providing advice to both corporate and private clients for over 22 years. They have recently engaged us to assist in the recruitment of a Senior Administrator to their team. Providing a comprehensive degree of support to the company’s fee earners it is...

  • Paraplanner

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    • £28,000 - £40,000 per annum
    • Maidenhead
    • Today
    • 0 applications

    Our client is a Chartered practice who have been providing advice to both corporate and private clients for over 22 years. They have recently engaged us to assist in the recruitment of a Paraplanner to their team. Dealing with predominately HNW clients this role will be very hands on, working closely...

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