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Exchange Street has been exclusively retained by this North West based Chartered Accountancy practice to bolster their financial planning team by inserting a new consultant into their Manchester office. The existing financial planning team are exceptionally busy, writing sizeable sums of new business and managing a large amount of renewals, mea...
Help us shape the prudent revival?How will you invest in 2012? Our big investment will be in people. We’re developing a team of advisers to lead Prudential’s return to financial advice. And we’re looking for experienced individuals to help us.The Man from the Pru was once the trusted financial adviser for as many as one in three households ...
2012: the year you joined the prudent revival?What will you make of this year? For most the answer is obscured by uncertainty, but to us it’s clear. In 2012 we’ll continue restoring the great tradition of Prudential financial advice. Our task opens up an uncommon opportunity: if you have the necessary qualities, we’d like you to join us. Du...
With 6 advisers and 5 support staff, this exciting regional practice combines a high calibre client proposition with lofty 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 management service; this forward thinking practice...
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...
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 existing clients provided through seminars and affinity groups.This position wil...
Trainee Financial Planner - NorwichBasic salary up to £28,000 + benefitsA fee-based financial planning practice are looking to appoint a Trainee Financial Planner, the role is not an entry level role yet it is for an experienced Paraplanner who wants to move into an authorised advisory role and manage client reviews of behalf of the MD.Yo...
Financial Planner - NorwichBasic salary up to £45,000 + benefitsA fee-based financial planning practice are looking to appoint an experienced Financial Planner to manage client reviews of behalf of the MD.You will be working closely with clients and reviewing existing portfolio' s and client assets, in addition be responsible for making s...
Our client is recognised as one of South Yorkshire’s premier IFA practices and enjoys a reputation for an exceptional level of client service. As part of an ongoing organic growth plan, an opportunity has arisen for an ambitious adviser to join the team.As a forward thinking Chartered practice, they are keen to embrace the changes facing the in...