“financial advisor”, “independent financial advisor”, “ifa” jobs at Exchange Street

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Our client, an award winning Chartered Financial Planning practice who offer a broad spectrum of bespoke advice for high net worth individuals and companies, is currently looking to recruit an experienced administrator in the South Manchester/Cheshire area. It is a pre-requisite that applicants have experience of providing administrative support within an IFA practice and have previously dealt wit...
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Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit an IFA Administrator to their Cambridge based practice. Providing high quality support to a number of financial advisers responsibilities will include new business processing, obtaining valuations, liais...
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Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit both a Senior Administrator to their Leeds based practice. Providing high quality support to a number of financial advisers responsibilities will include new business processing, obtaining valuations, li...
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Are you an administration manager that feels undervalued and underpaid? Working for a company that is not open to your ideas for how you can improve what they do? Then this opportunity could be for you. This is a newly created role within an established IFA business meaning it is a position that you can stamp you mark on. Initially managing two members of the team (a paraplanner and an administrat...
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Exchange Street is currently working with an established regional practice 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 Administrator to their expanding team. The role itself will focus on providing support to the organisation's consultants and paraplanners therefore will requ...
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Our client is an extremely well known professional services firm in the Leamington Spa area, noted for the high degree of service afforded to its corporate and HNW individual clients. With a real focus on financial planning, the organisation's accountancy partners provide a number of excellent quality leads each week resulting in a consistently thriving business model. They are now looking for a c...
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