Jobs at Exchange Street

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It's good being a paraplanner isn't it? An enjoyable, challenging role; good pay. And what's more, the demand for your services far outweighs the number of active candidates, meaning that everyone wants to speak to you. So if you are considering your future how do you decide who to engage with? How do you begin to differentiate? Largely speaking, it is all down to the working environment. You need...
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In a market in which few genuine trainee opportunities exist, this is a fantastic opportunity to start your financial advisory career with an established IFA business with a track record of developing new advisers. Based in South Manchester, offering ongoing support and structured training along with access to new and existing clients, the role has everything an aspiring adviser needs to be succes...
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This is a different kind of adviser opportunity. With an emphasis on servicing existing clients rather than developing new business this is an opportunity to put clients first without needing to worry about where the next appointment is coming from. It is an opportunity to have a stable income with a package that is primarily made up of an attractive basic salary as there is no new business target...
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Sometimes roles just sell themselves. And this is one of those occasions. This company has a sizeable, high quality client portfolio to pass on, the ongoing advice fees of which will broadly take care of the yearly validation target. So if you want to earn six-figures, then you can. It is a Chartered practice; so you will work to the highest possible standards and be constantly pushed. Because tha...
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If you are tired of that lengthy commute into Manchester 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, Northwich is our client's main hub in the UK and therefore offers a degree of job stability that most other firms in the sector cannot given the level of acquisition activity we are se...
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If you are tired of that lengthy commute into Manchester 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. The role itself will focus on providing support to the organisation's consultants and paraplanners therefore will require individuals with knowledge across pensions, investments and tax mitigation and ad...
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If you are 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 has offices across the UK and therefore 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 apprais...
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Some people police the police. Some people make sure that even the most senior MPs are held to account. And in financial services complaints people like you make sure that complaint handlers are operating at their maximum. Because even the best need guidance. Even the most experienced need coaching. And when it comes to ensuring the highest standards are kept, people like you are the ones that do ...
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So you're picking up call after call. Doing well on your sales stats, but still your boss demands more. Working in an environment for companies caught up in a cycle of boom and bust. Here today, and possibly like your job, gone tomorrow. Ever thought that there might be a firm out there that could harness your talent, your hard work and treat you well? Challenge you and educate you? Our client is ...
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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. Providing support to the fir...
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Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit an experienced individual to work within their busy asset management division. The focus of the position will be to undertake business processing and all administrative activities relating to transfers on the compa...
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When you hear of a complaint what do you do? Roll your eyes? Think "here we go again"? Or, "this could be an opportunity"? If it is the latter our client would like to speak to you. This is a financial planning complaints role but it is not your average complaints role. It is designed to focus on the more complex situations involving very high net worth clients where the case has been decided but ...
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