Job Details

Exchange Street are 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.

The organisation is currently looking to recruit an additional, high quality consultant to work primarily in the field covering an existing client bank of high net worth individuals who are mostly based between Lancaster and Penrith. Additional business can be generated through an extensive network of professional connections.

The firm prides itself on it’s high quality financial planning service and focuses on investment planning, tax mitigation and specialist pensions. Given the provision of clients and introducers the framework is in place for consultants to write and earn considerable amounts, especially given the technical support function on hand.

To be considered applicants must be diploma qualified and be fully committed to ongoing professional development to Chartered status. A strong track record of providing advice to HNWIs within the independent arena is also a pre-requisite.

The successful candidates will benefit from a respected brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are extremely competitive reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company.