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13 Jobs for Exchange Street Financial Services






Paraplanner
Our client is a Chartered practice who have been providing advice to both corporate and private clients for over 22 years. They have recently engaged us to assist in the recruitment of a Paraplanner to their team. Dealing with predominately HNW clients 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, although it is expected that the successful candidate will have a big part to play in the overall management of each client. Candidates must be Diploma qualified and those with experience of using IRESS/ Advisor Office will be viewed favourably. 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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Tue, 21 Oct 2014 11:34:35 GMT



Senior Administrator
Our client is a Chartered practice who have been providing advice to both corporate and private clients for over 22 years. They have recently engaged us to assist in the recruitment of a Senior Administrator to their team. Providing a comprehensive degree of support to the company?s fee earners it is imperative that applicants have previous experience within a Financial Services practice. Responsibilities will include the processing of new business, obtaining quotes, liaising with clients and third parties and ensuring the back office system is maintained. Those with relevant industry qualifications and experience of using IRESS/ Advisor Office will be viewed favourably. 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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Tue, 21 Oct 2014 11:33:58 GMT



Operations Manager
The specialist lending arm of a national financial services company that leads the market in equity release, our client is a boutique lender. They have retained Exchange Street in their current search for a new Operations Manager to be based with the team in Preston. Due to an increased demand for their services, our client needs to increase the scope of its operations team and therefore need an experienced operations manager who can assist the head of division in building both the systems and team required to do this. This is not a role that requires the supervision of a large number of people and is not within a sales team, so whilst the successful applicant will be responsible for a number of individuals (which will increase in the future) the greater emphasis is on the design, testing and implementation of processes and systems that will need to cope with huge demand. To that end it is vital that any applicant has residential lending experience and has been part of a team that has grown significantly, as coping with change will be a recurring theme. Candidates will also be full of ideas and have the strength of character to see those ideas through to fruition. Project management is a vital component of the role and therefore individuals with strong project experience and Prince2 will be at a distinct advantage, with responsibilities likely to include overseeing the process that sets up a new funder. Candidates will have excellent Excel skills and have an expert eye for detail, dealing with problems as they arise. It is also vital that applicants have a thorough understanding of the mortgage (including land registry, registration of details etc.) and residential lending markets. Applicants without this specialist knowledge are unlikely to be considered. This company has continued to do well in difficult market conditions and continues to lead the market in its chosen areas. It is well funded, profitable and growing which is particularly important given market conditions. For further information on this role please call Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900 or email them at recruit@exchange-street.co.uk. Other vacancies can be found at www.exchange-street.co.uk.

Thu, 16 Oct 2014 13:14:47 GMT



Account Manager / Business Development Manager
Exchange Street are currently working with an exciting niche product provider in the financial services industry as they look to grow their intermediary division by recruiting 5 additional account managers. With the financial support of their parent company (the largest and most successful organisation in this market) and an outstanding reputation, this is a fantastic opportunity to secure a role with significant earnings and potential for career development. Responsibilities of the role include proactively marketing the product to a panel of financial advisory practices while offering ongoing support to clients and answering any queries. Working primarily on the telephone, account managers will be required to make outbound calls and meet sales and KPI based targets. Previous experience of a telephone based account management role is essential while a background working within a financial services product provider will be viewed favourably. In return the role offers an attractive basic salary and a lucrative bonus structure with on target earnings of approximately ?35,000. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Wed, 15 Oct 2014 14:11:02 GMT



Senior IFA Administrator
The established financial planning arm of a regional chartered accountancy practice, our client has a long-standing reputation in the North West. They are currently seeking to recruit an experienced Administrator to their existing team based at the firm?s Birkenhead office. Supporting a number of advisers, this position will be very hands on, as the company wish to provide a structure whereby their advisers can focus on developing business, rather than completing paperwork. This means that the successful applicant will be experienced in providing administrative support across a range of financial planning products offered to their wealthy client bank. Salary is dependent on the skills the job holder can bring to the role, alongside progression with exams, current package etc. Candidates with relevant qualifications will be viewed advantageously. 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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Wed, 15 Oct 2014 11:10:35 GMT



Paraplanner - 12 month contract
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 Leeds based team on a 12 month contract 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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Fri, 10 Oct 2014 13:09:33 GMT



Paraplanner
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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

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 recruit@exchange-street.co.uk. Other opportunities can be found at www.exchange-street.co.uk.

Wed, 08 Oct 2014 12:08:50 GMT



Senior Paraplanner - Chartered practice
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 Bristol 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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Wed, 08 Oct 2014 09:10:40 GMT



Sales Support Administrator
Our client is one of the largest and most pre-eminent names in the region with an unparalleled reputation for the support it provides its advisers. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit a business support administrator to their team. Providing a comprehensive degree of support to the company?s fee earners it is imperative that applicants have previous experience within a Financial Services practice. Responsibilities will include the processing of new business, obtaining quotes, liaising with clients and third parties and ensuring the back office system is maintained. 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 recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Wed, 08 Oct 2014 09:10:03 GMT



Investment Administrator
Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit Administrators to join their sales support function in Northwich. The purpose of the role is to undertake all business processing and administrative activities. Excellent Administration skills are required with an attention to detail and accuracy particularly important. Candidates with Financial Services experience will be viewed favourably. For further information and a confidential discussion about this position, please contact Leanne Fairhurst on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Wed, 08 Oct 2014 09:10:03 GMT



Employee Benefits Consultant - New Business
Exchange Street has been retained by this national practice to facilitate further growth within their employee benefits division. Having undergone major expansion over the past few years the firm are extremely well placed within the Retail Distribution Review framework and are now seeking to add additional consultants to their specialist team. This is very much a new business focused role and will require an individual who is capable of presenting at board level in relation to complex employee benefit and group pension cases, particularly in light of auto-enrolment. The firm provides seminars throughout the UK to senior decision makers at sizeable businesses regarding issues such as auto-enrolment and require individuals with the gravitas, knowledge and new business skills to turn leads into business. Alongside this the practice has an extensive network of professional connections as well as access to thousands of clients through their banking division. Given the seniority/quality of adviser required it is also expected that applicants will be well connected to MDs, FDs etc. they have worked successfully with in the past to develop further business. To be considered it is essential to have extensive knowledge of the employee benefits/group pensions arena and will have a demonstrable track record of success working for a firm that specialises in the corporate arena. Candidates will need to be able to show how they have self-generated business in the past as it is vital that our client secures a very proactive individual. That said the firm do have an established proposition, excellent links to the professional connection marketplace and a marketing team, so full support is on offer to the right person. Diploma status is a minimum requirement but applicants who have progressed beyond this will be at an advantage. On offer is an excellent package including a bonus scheme that genuinely provides the opportunity to earn six-figures, particularly given the high average production within the division. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.

Mon, 06 Oct 2014 10:44:42 GMT



Investment Administrator
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 control and carry out the production of contract notes, valuations, tax statements and portfolio statements, ensuring that all are produced and dispatched to the firm?s investment clients in an accurate and timely fashion. This will require skills in bulk printing and mail merges. Alongside such skills applicants will need to be experienced in working with investment platforms so that they are able to check the system for accuracy and provide relevant management information (MI) to other areas of the business. Candidates will therefore need to be experienced in bulk printing and ad-hoc mail merges (simple and complex), preferably in a financial services environment. A strong understanding of investment platforms would be highly advantageous. This is an ambitious, forward thinking organisation that prides itself on providing a supportive working environment and genuine scope for career progression. They offer a competitive starting salary plus an excellent benefits package, including generous pension contribution. For further information on this role please call us at Exchange Street on 0161 973 6900 or email recruit@exchange-street.co.uk. Other vacancies can be found at www.exchange-street.co.uk.

Mon, 06 Oct 2014 10:43:22 GMT