Jobs at Exchange Street

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Are you a recent Graduate that is keen to start a career in Corporate Insurance? Are you interested to be trained to deal with complex claims that will provide a challenging and varied career? Are you an individual that has a great eye for detail, loves to investigate and provide a first class service to your clients? If so, we are recruiting for one of the leading Insurance Broking groups across ...
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Our client is an award winning and market leading Independent Brokerage. Due to profitable growth they now seek a Commercial Insurance Agent. The successful applicant will have a real passion for providing excellent customer service and should be a team player with the ability to contribute to the overall team sales targets. You should also have a keen eye for detail to ensure all client documenta...
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Our client, an internationally renowned pension specialist and pension trustee, is looking to bolster its SIPP division through the recruitment of a SIPP Administrator to its Cheshire office. The remit of the role is to provide a first class service to the business in the administration, processing and provision of technical guidance in the management of SIPP investments. Alongside general duties ...
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Wouldn't it be nice if when you moved jobs as an adviser you did not have a validation of salary to hit before you could earn bonus? It's enough to stop most people from even applying. But at this Chartered practice you will earn bonus as soon as you write any new business. True, the salary may not be the biggest in the world. But if you can develop new business from an existing book of clients (a...
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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 within their financial planning division for an additional Paraplanner to support their senior advis...
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Our client is one of the UK's most successful and prominent financial services firms. Having gone through an unprecedented level of growth in recent years they are now seeking to bolster their compliance unit to review ongoing advice. The main purpose of the role is to ensure that the advice carried out by the firm's consultants is appropriate and satisfies all regulatory requirements. This means ...
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When an established and highly regarded Chartered IFA business looks to recruit a senior Compliance Manager to take overall responsibility for the firm's compliance department including CF10 and CF11 functions, we are often asked to identify someone who can make a sideways step from a similar practice. In this case however, our forward thinking client is keen for us to identify a talented complian...
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You're good. But you aren't a magician. A lot of firms within the DFM or Private Bank market expect potential employees to be so good at new business that they can start with nothing. And their expectations about the flow of new monies are often out of kilter with reality. This DFM (incidentally also a Private Bank) thinks differently. They know that growing a client book is a difficult business. ...
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Some people prefer the suburbs. The quieter life. But not you. You love the buzz of Manchester city centre. You love the energy of the place. The opportunities that exist there. It's creativity. And if you want to work in the city centre you want to work for a firm that has a similar ethos. A fast-paced, entrepreneurial company with energetic people where you will be challenged each and every day....
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Some people enjoy new business. They love networking. They thrive on the pressure of targets. Most people don't. But unfortunately they are still expected to deliver on winning new clients. They are still expected to network and be all things to all people. But occasionally roles come around where you get to focus your time purely on what you enjoy. And in this instance that is running discretiona...
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Key to success in any advice role is a clear understanding of where new and existing business opportunities are coming from. In this case, taking over an existing client base with over £80,000 in recurring income gives a fantastic platform for a new adviser and means that our client does not require applicants to have transferable business. This is a senior role within the Leeds practice of a nati...
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This position pays a level of salary/bonus that outstrips similar opportunities on the market. And it is for a few reasons. Firstly, they want the best. And if you want to hire the best that the market has to offer you need to pay a package that reflects the skills you can bring. Secondly, it is because the business wants to show the level of investment they make in each hire. And alongside the at...
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Our client is an established National Financial planning practice with an excellent reputation. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit a Paraplanner to their team based in Glasgow. Providing a comprehensive degree of support to the company's fee earners it is imperative that applicants have previous experience wi...
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This is a fantastic opportunity for advisers who would like to work for one of the best regarded firms in the UK market with the stability of an attractive salary package and an achievable bonus structure. Our client, established over 100 years ago and with a national office network, is looking to recruit an experienced Financial Planner to work with and develop a client base of approximately 200 ...
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If you are tired of that lengthy commute into Birmingham or fed up of working for a company that does not take your career aspirations seriously, then this award winning business could be for you. A FTSE250 company our client offers a degree of job stability that most other firms in the sector cannot given the level of acquisition activity we are seeing. This size brings advantages - annual salary...
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Unsung hero sought. Investment managers get all the credit and prestige, but without you and your team it would all fall apart. Clients wouldn't know how well their investments were doing, their accountants would be unable to do their tax return, the marketing function would cease to work, and most worryingly of all, the FCA would be making an appearance at Head Office. The production and distribu...
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New business. It's the hardest part of the job. So when your product offering or back office support causes you to miss out on clients you know you can help it is time for a change. This firm has grown assets under management significantly in only three years. With an average investment size of close to £1m it is clear they are a coming force, an organisation with a competitive edge over its rival...
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Sales is a very difficult sector in which to thrive. Not only do you face challenging targets but are also in an ever-changing environment where companies struggle for leads, with cash-flow or credibility. This opportunity takes those issues away, working as you will with an award winning financial services business that has operated since the 1990s. It already works with over 6,000 introducers in...
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Everyone expects first class customer service skills nowadays. And that's exactly what you deliver in your current role. Because you care about what you do. But whilst every business expects a lot from you, not every business is prepared to reward you for the work you put in. The result is a demotivated workforce and falling standards. This award-winning business is different. They are the leading...
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Are you frustrated by the quality assurance framework that you work with? Think you can do better? Or just ready for a new challenge? With this opportunity you will get the chance to effectively build a QA framework for one of the most successful financial planning businesses in the UK. They need you to review what is in place, decide what a new framework will look like, implement and lead it. So ...
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