Exchange Street Claims & Financial Services

You enjoy your job. You're good at it. But work has to fit around life, not the other way round. Maybe that's because of family, school runs, caring responsibilities, semi-retirement or simply wanting a bit more balance in your week. Whatever the reason, you still want proper financial planning admin work. Just not on a full-time basis. That's what this role offers. The firm is looking for someone to work around 15-20 hours per week, with flexibility around how those hours are structured. That might mean shorter hours across five days, three days a week, or another pattern that works for both sides. The salary is up to £30,000 full-time equivalent, with a discretionary bonus, pension, death in service and cash plan. The business is a small, independent financial planning practice based in Bury. They are hiring because one of the team has moved into a paraplanning role, so this is a genuine vacancy within a settled support team. THE JOB You'll report into the Operations Manager and provide administration support to the firm's IFAs/Directors, working alongside your colleagues. Your work will include: Preparing review packs Issuing letters of authority Processing new business Working with providers and platforms Updating client records on Intelligent Office Supporting the wider advice process The firm works with high-net-worth clients, so cases can be more detailed and involved than basic transactional admin. That means they need someone who understands financial planning admin and can get stuck in without needing everything explained from scratch. WHAT YOU'LL NEED You'll need experience as a financial planning administrator. You'll also need: Experience using Intelligent Office Knowledge of the usual provider/platform processes Good attention to detail Confidence working in a small team The ability to work from the office in Bury Apply now and we'll be in touch. No CV ready? Don't worry. Send us your details and we can come to that later. Everyone will receive a response.

The need to learn is an innate human trait. If we aren't progressing, we get bored. Demotivated. In fact, the number one reason why people move jobs is that they have stopped learning.And you haven't been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can't see how you're going to progress. At this company you'll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house. And that could be with you. Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams. Salary is to £32,500 plus you get Death in Service alongside a pension. You also get your birthday off and study leave. HERE'S WHAT YOU'LL NEED:You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.If you have experience of working for a St James Place Partner practice that would be advantageous.Whatever your background you will want have an interest in becoming a paraplanner. -Ready to go to the next stage of your career? Click apply. If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Our client is looking for a Major Loss Surveyor to handle a portfolio of property damage perils (fire, flood, storm etc) claims over £100,000 in value for residential, commercial and industrial buildings. You will work from home / out of a local office and operate throughout London as required. Ideally, you will be MRICS qualified. Additional ACII / CILA qualifications are sought, although not essential. You will perhaps come from a Quantity Surveying background and ideally boast prior Major Loss or Project Managed Perils Loss Adjusting experience. Interested applicants should apply online or forward their CVs to Martin Porthouse at Exchange Street Claims; Job Ref: MPO2831. For all other vacancies, take a look at our website - .

Balance. All people want is a balance between the work they put in and the rewards they get out. At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here. At this financial planning firm they get the balance right. They'll be clear with you from the outset about what you'll inherit and what you need to do. For this vacancy that means enough ongoing advice fees to cover your 3.5 x validation of salary. So from day one, you know what you're walking into. True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients. On top of the generous bonus you 'll get a good starting salary befitting someone with your knowledge (£55,000 - £80,000 depending on experience/qualifications). There's also: 25 days annual leave A day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork. WHAT YOU'LL NEED:You'll need to be a level 4 adviser with 3 years post-CAS experience. You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.You will want to become Chartered. -Looking for balance, a company that treats you fairly? Click apply and we'll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.