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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, they now require a Senior Paraplanner to join their London based team. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. The main purpose of the role is to prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and Senior partners, ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to on-going professional development to Chartered status (the company funds all exams). Approximately half of the existing paraplanning team is already at Chartered status. On offer is a competitive starting salary, an extensive benefits package and an excellent work environment with genuine scope for progression and exam study support. Our client is a profitable and highly successful firm that continues to grow. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Leanne Fairhurst on 0161 973 6900 or e-mail us at More opportunities can also be found by visiting our website

Fri, 10 Oct 2014 13:09:33 GMT

Junior Paraplanner
Our client is a young and innovative wealth management practice who develop and implement tax efficient investments and global wealth strategies for families, trusts and foundations based in the UK, America or abroad. 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 join their support team. This role will be very hands on, working closely with the firm?s advisers on a range of investment, pension and protection cases. Carrying out research and compiling reports/suitability letters will form the major aspects of the role. Given the demands of the role applicants must currently be operating in a similar capacity as a Paraplanner in a financial planning organisation. Technical knowledge of investments and Pensions is expected. The minimum qualification level demanded by the firm is a suitable Level 4 one. On offer is a very competitive package and an excellent working environment in a very stable company. For more information on this exciting role please contact Leanne Fairhurst on 0161 973 6900 or Other opportunities can be found at

Wed, 08 Oct 2014 12:08:50 GMT