Financial Services 0161 973 6900
Loss Adjusting & Claims 0161 973 6900
General Insurance 0161 793 9761
Executive search and selection for the insurance and financial services professions.

About Financial Services

We are a specialist financial services recruitment consultancy working with the leading names in the UK market. Recognising a need for a firm that offers a high quality, bespoke service to professionals within financial services, our organisation was established as an alternative to the more volume based approach of many of our competitors. We are highly committed to providing candidates and clients alike with the highest degree of professional, cost-effective and efficient service.

We have great expertise recruiting for regional and national IFA practices, private banks, stockbrokers, employee benefit/actuarial firms, life companies, banks, mortgage brokerages and the financial services divisions of accountants and solicitors; with opportunities including financial adviser jobs, paraplanner jobs and IFA jobs.

Our industry expertise and experience has enabled us to build strong relationships with the best regarded firms in each of these sectors.

We have a huge number of current opportunities for candidates at all levels throughout the financial services sector. These include everything ranging from sales (IFA jobs, Private Bankers, Financial Adviser jobs (Multi-Tied & Tied)) to all types of technical support roles including administrators, paraplanner jobs and administration managers. We also offer bespoke services for senior appointments.

What we stand for


Exchange Street Financial Services offers a truly consultative approach to recruitment based on transparency and openness.


We believe strongly that all candidates, irrespective of their seniority, deserve to be informed of their options. Through partnership we put together an action plan to identify the most suitable solutions in the market for that individual. It is only after in-depth discussions where agreement is received that any details will be sent out.


We firmly believe that an approach based on quality rather than quantity, operating an effective pre-screening strategy, is the best way to satisfy our candidates' and clients' requirements. We do not send a multitude of unsolicited CVs in the hope that one may be suitable, as this goes against our consultative approach to recruitment.


Our ethos has always been to build strong relationships with our clients and the individuals we represent in order to provide an effective match in both the job itself and the organisation's culture. It is our eagerness to truly understand what our candidates and clients want, as well as our comprehensive knowledge of the roles we recruit for, which sets us apart from many other recruitment consultants.

Informative Advice

Prior to any CV being submitted for a role we provide full details of that position. We also provide both in-depth briefing and de-briefing so that candidates and clients are always fully informed of where they stand.

Typical Vacancies in Financial Services include:

  • Paraplanner jobs
  • IFA jobs
  • Financial Adviser jobs (tied and multi-tied)
  • Investments
  • Managerial jobs
  • Sales Support / Administrator

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    I found the service provided by Exchange Street in helping me to find my job professional and caring. They kept me informed of how my application for the job was proceeding and gave me helpful tips for my interview.

    Lynn - Sales Support Consultant, Cardiff