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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...
Managing Director for IFA firmWe are an established IFA firm looking after the financial needs of commercial pilots for our parent, The British Airline Pilots’ Association (BALPA). After a period of consolidation, we are seeking an individual with the drive and determination to take the business forward in an RDR world. You will be responsi...
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...
Opportunity to join wealth management arm of premier national consultancy, as Compliance Officer. Role will focus on risk assessment, design and implementation of policies and procedures,education and training of staff,liaising with regulators, and reporting to senior management.You must have relevant experience within discretionary wealth manage...
This position is based within a mortgage business and encompasses providing a full administration service for Mortgages. The role will involve using mortgage sourcing systems and working closely with a team. It will also include submitting applications online and chasing pipeline business and tracking through to completion together with dealings wi...
Based in Buckinghamshire this firm have two retiring IFA?s and as a result need two people to take over the client banks. The IFA?s have been writing between £100,000 and £150,000 per year. This firm have £50 - £60 million in funds under management on the whole. You will be warmly introduced to the retiring IFA?s clients? over the course of the nex...
An outstanding opportunity to work in a business that is expanding at an outstanding rate. Established for over 10 years and on a 30% growth track you will enjoy over 1,000 clients to work on from previous IFAs there is every opportunity to achieve the OTE and surpass it. With a highly active seminar in place you will find yourself extremely busy. ...
You will be based with a firm with over 10 years worth of experience in the IFA market, with £90 million funds under management. This firm are heavily acquiring client banks and have built their firm on them. Their clients, on the whole range from having £150,000 - £1.5 million in funds under management and generate from their clients on average be...
This is your chance to join a fast moving and exciting firm whose current Top adviser is earning in excess of £150,000 per annum. You will be provided with between 3 - 4 warms leads per week with one to one administration support provided, giving you more time to spend adviser clients and building up relationships. You will be provided excellent ca...