The advice gap within financial planning

Interesting article (22nd May) by Danielle Levy in Morningstar on the advice gap, including a contribution from the Chief Executive of national IFA, Chase de Vere, one of our clients. Four years ago, sweeping reforms were introduced to the financial advice market, aiming to improve free transparency and professionalism. The rules, known as the Retail […]


April Highlights

All go in the office this month with plenty of new starters and some lovely visits from big dogs and tiny babies. Good luck to Samantha in Birmingham who started her new role as a Trainee IFA in April after previously working as a paraplanner and also to Andrew and Anne who travelled out to Abu […]


Want to become a financial planner? The industry is responding

The financial planning sector has long been facing a major issue; where does the next generation of advisers come from? Director of Financial Services, Andy Taylor, suggests there is greater hope than ever… Those of a certain vintage will have joined the industry when firms such as the Prudential, Allied Dunbar and Co-Op would recruit […]


March Highlights

Lots of new starters in March with our candidates fulfilling their new year’s resolutions to find a new job. Congratulations to Graham and Steve who both joined the same financial adviser firm in Surrey and I’m sure they will help each other to settle in. Also, well done to Amanda in who secured an exciting […]


Becoming an Appointed Representative – Could this be right for you?

Nik Gardner is a specialist General Insurance recruiter who worked within the Insurance market for 9 years before moving in to recruitment in 2004. Here he looks at the growth of the AR market and explores how it could be a fantastic opportunity for many insurance professionals.   Over recent years there has been a […]


February Highlights

Lots going on in February, not only with new year assignments but also some of our candidates who had been offered their roles before Christmas finally joining their new employers. Long waits ended for Ian, a Senior Financial Planner role in North Wales, who joined a national asset manager having accepted the role back in […]


Cyber Insurance: Increased requirements for specialist staff

Exchange Street Senior Consultant Steve Helman has been recruiting Loss Adjusting and Claims professionals for over 10 years. This month Steve takes a look the growth of the cyber insurance sector.   Like other industries and business sectors, the insurance market is not immune to the disruption caused by the steady advances in technology. Over […]


January Highlights

January Highlights A typically busy January at Exchange Street as people started their new positions after the Christmas break. Big congratulations to Lewis who secured a fantastic opportunity working with existing HNW clients in the North West for a Chartered IFA business. Also well done to Angela who made the transition from senior administrator to […]


Man City V Spurs

On Saturday evening Robbie and Nik were joined by Clive Kingsbury and Paul Chester from Close Brothers along with Mike Shallcross from Arista Insurance and James Steadman from The Gauntlet Enterprise for the City V Spurs game. A fantastic time was had by all and we would like to say a big thank you to […]


Opportunities in 2017

January is always a busy time for recruitment businesses as many of our clients still tie their business year in with the calendar year. New goals are in place, budgets signed off and growth areas identified. Often this means a number of new vacancies come flooding in to the market and 2017 is no different. […]