How to approach a role play

Role play. Is there a phrase that worries a candidate more than ‘role play’ (aside from ‘Group based exercise’; more of which next week)? The mere mention of a role play is enough to send even the most senior candidate into a spiral of dread and self-doubt. Indeed, we have worked with individuals whose day […]

October Highlights

October Highlights A busy month at Exchange Street with a number of new starters and the exciting news that Craig had a new addition to the family, Ivy the Springer/Cocker cross puppy. Ivy has quickly made herself at home and is gleefully chewing his furniture and leaving ‘presents’ on the carpet. Good luck to Gurpal […]

August Highlights

Good old August. The sun was shining, the M60 was quieter, the birds chirped as we enjoyed a cold drink in the beer garden. All before the September monsoon arrived and brought us down to earth with a bump (or splash). Congratulations to Catherine who started a new role managing a team of business developers […]

Congratulations Leanne!

Congratulations to Leanne who has just returned from getting married in Rhodes and will now be knows as Leanne Reid. She has plenty of new vacancies available and would welcome applications from paraplanners, administrators and compliance professionals to

July Highlights

While enjoying some remarkably dry and pleasant Manchester weather this July we managed to stay out of the beer garden and helped a number of our candidates find new positions. Well done to Gregg who has started a trainee IFA role providing financial planning advice to footballers. I’m extremely jealous and if you end up […]

Style in The City VII

The 7th annual Style in The City show, a mix of fashion, lunch and entertainment, was recently held at the Midland Hotel in Manchester. Exchange Street has been a long-standing supporter of the event, this year held in support of CALM (The Campaign Against Living Miserably), an award-winning charity that is dedicated to preventing male […]

May Highlights

Apologies for the delay in bringing you last month’s highlights but better late than never. Good luck to Marc the manager, Neil the field based adviser and Dan the telephone based adviser who all started new positions with our favourite equity release specialists in May. It’s a great company who we have worked with for […]

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 […]