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295

Jobs from Exchange Street Financial Services

 
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  • Wealth Manager

    Shortlist
    • £35,000 - £45,000 per annum
    • Knutsford
    • 23 June
    • 5 applications

    Exchange Street is currently working with a highly regarded Chartered Financial Planning practice as they look to add to their private client advisory team in Cheshire. Through a combination of existing connections and a specialist business developer on the team, they can offer additional leads to supplement...

  • Development Construction and Engineering Underwriter

    Shortlist
    • £40,000 - £45,000 per annum
    • Manchester
    • 23 June
    • 0 applications

    Our Client is a leading Global Insurer. An Award winning Insurer that treats their clients differently and concentrates on service and providing solutions to their needs. They are one of the leading Insurers and an attractive career choice for ambitious individuals. Their Regional office in Manchester...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Newcastle Upon Tyne
    • 19 June
    • 6 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Aylesbury
    • 19 June
    • 2 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Hertford
    • 19 June
    • 0 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Manchester
    • 19 June
    • 5 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Liverpool
    • 19 June
    • 3 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • Equity Release Adviser - leads provided

    Shortlist
    • £25,000 - £27,000 per annum
    • Burnley
    • 19 June
    • 1 application

    This national, highly regarded practice specialises in the provision of equity release advice and has been at the forefront of the growth of the sector since being established. They are currently seeking to recruit additional equity release advisers on a national basis to service the number of leads...

  • Self-employed IFA - leads from joint venture

    Shortlist
    • £30,000 - £50,000 per annum
    • Knutsford
    • 19 June
    • 4 applications

    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...

  • Equity Release Adviser - leads provided

    Shortlist
    • £25,000 - £27,000 per annum
    • Glasgow
    • Today
    • 8 applications

    This national, highly regarded practice specialises in the provision of equity release advice and has been at the forefront of the growth of the sector since being established. They are currently seeking to recruit additional equity release advisers on a national basis to service the number of leads...

  • Sales Support Administrator

    Shortlist
    • £17,500 - £18,500 per annum
    • Northwich
    • Today
    • 58 applications

    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...

  • Senior IFA - attractive bonus scheme

    Shortlist
    • £40,000 - £53,000 per annum
    • Manchester
    • Today
    • 4 applications

    Our client is one of the largest and most pre-eminent names in the region with an excellent reputation for the support it provides its advisers. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit additional senior advisers to their...

  • Investment Managers

    Shortlist
    • £50,000 - £80,000 per annum
    • London
    • Today
    • 100+ applications

    An ambitious investment management firm with ongoing growth plans is seeking to recruit experienced investment managers to its offices across the South West, South East and the Midlands. Offering discretionary and advisory services the firm’s model allows it to deal with a wide variety of clients although...

  • Investment Managers

    Shortlist
    • £50,000 - £80,000 per annum
    • Nottingham
    • Today
    • 19 applications

    An ambitious investment management firm with ongoing growth plans is seeking to recruit experienced investment managers to its offices across the South West, South East and the Midlands. Offering discretionary and advisory services the firm’s model allows it to deal with a wide variety of clients although...

  • Investment Managers

    Shortlist
    • £50,000 - £80,000 per annum
    • Bristol
    • Today
    • 12 applications

    An ambitious investment management firm with ongoing growth plans is seeking to recruit experienced investment managers to its offices across the South West, South East and the Midlands. Offering discretionary and advisory services the firm’s model allows it to deal with a wide variety of clients although...

  • Paraplanner

    Shortlist
    • £40,000 - £45,000 per annum
    • London
    • 1 June
    • 0 applications

    Exchange Street is currently working with an established National Wealth Manager that has enjoyed an outstanding reputation for providing a high quality financial planning service for many years. They are currently looking to recruit an experienced paraplanner to their team. Responsibilities will primarily...

  • Wealth Manager

    Shortlist
    • £40,000 - £100,000 per annum, OTE
    • London
    • 19 June
    • 47 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...

  • Wealth Adviser - Bracknell

    Shortlist
    • £40,000 - £75,000 per annum
    • Bracknell
    • 23 June
    • 26 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...

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  • Wealth Adviser - Guildford

    Shortlist
    • £40,000 - £75,000 per annum
    • Guildford
    • 19 June
    • 22 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...

  • Liability Adjuster

    Just Added
    Shortlist
    • £25,000 - £40,000 per annum
    • Ireland
    • Today
    • 0 applications

    Our client, a niche Loss Adjusting practice, is seeking to add a Liability Adjuster to their team to handle a portfolio of EL & PL injury claims on a cradle to grave and "investigate and report only" basis on behalf of a number of instructing principals. Dealing with losses and operating throughout...

  • Independent Financial Adviser (IFA)

    Shortlist
    • £30,000 - £70,000 per annum, negotiable, OTE
    • Southampton
    • 23 June
    • 5 applications

    Exchange Street is currently working with an expanding practice as they look to recruit an additional IFA in Glasgow. Offering an attractive split on business produced this is an attractive proposition for experienced IFAs or banking advisers keen to take control of their career. With established professional...

  • Financial Planner - Chartered practice

    Shortlist
    • £50,000 - £75,000 per annum
    • Cambridge
    • 23 June
    • 7 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...

  • IFA - Attractive bonus scheme

    Shortlist
    • £30,000 - £40,000 per annum, negotiable
    • Manchester
    • 23 June
    • 13 applications

    With 6 advisers and 5 support staff, this exciting regional practice combines a high calibre client proposition with ongoing ambitions for long term growth. Working from a striking office base in affluent South Manchester while offering bespoke financial planning solutions with an in-house investment...

  • Commercial Account Handler

    Shortlist
    • £20,000 - £25,000 per annum
    • Cheshire
    • 18 June
    • 0 applications

    Exchange Street are proud to have this exclusive role with an expanding Independent Brokerage with ambitious growth plans. Situated 10 minutes from Knutsford with a well known and respected Management team, this brokerage prides itself on its ability to serve their clients with a first class and dedicated...

  • Wealth Adviser - Glasgow

    Shortlist
    • £40,000 - £75,000 per annum
    • Glasgow
    • 22 June
    • 62 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...

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