Financial services

Recognising a need for a firm that offers a high quality, bespoke service to professionals and organisations within financial services, Exchange Street Financial Services was established as an alternative to the more volume based approach of many of our competitors.

Our commitment is to provide candidates and clients alike with a high degree of professional, cost-effective and personal service focusing on our core values of integrity, honesty and understanding.

Having worked within financial services, gained industry qualifications (such as the Investment Management Certificate and Private Client Advice & Investment Management paper) and operated as recruiters within the industry since 1998, we have built up an enviable number of relationships and a thorough understanding of the needs of clients and candidates alike.

We recruit for regional and national financial planning, investment/asset management and employee benefit companies at all levels, including administrators, paraplanners, compliance professionals, advisers, private bankers, business development managers, analysts, project managers, sales managers, operational staff and executives.