Exchange Street Claims & Financial Services

Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. But how many actually back it up?This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better over the years under their guidance. It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.PACKAGE: Your starting salary will be £30,000 - £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do. Alongside that there's also pension, DIS (x4) and support with exams. You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year. This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.THIS IS WHAT YOU'LL DO:You'll work with the firm's two planners who advise clients with £1m+. You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.HERE'S WHAT YOU'LL NEED:Around 12 months' dedicated paraplanning experience would be helpful. If not, you'll currently be in an IFA/financial planning admin-focused role that has some exposure to writing suitability reports, carrying out research or technical work.You'll be ambitious and keen to become level 4 (if you aren't already) and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills. -Want to build your paraplanning career properly? Pick the right boss and click apply.If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later.Everyone will receive a response.

Our client is seeking a National Technical Building Surveyor for a UK based role. Typically, you will be involved in providing high-level technical expertise, strategic advice, and quality assurance across a company's entire portfolio of properties, on a country-wide basis. You will have held a senior or expert-level position within large consultancies / organization focusing on maintaining consistency in building conservation, repair, and compliance. The Role Strategic Technical Advice: Advising on complex structural defects, heritage conservation, and sustainability across different regions. Compliance and Risk Management: Ensuring national compliance with health & safety legislation, fire safety, and building regulations, often acting as a principal designer under CDM 2015 regulations. Portfolio Management: Developing and implementing national strategies for planned preventative maintenance (PPM) and asset management. Technical Auditing: Monitoring the quality of construction work and inspecting repairs to ensure they meet high standards. Mentorship and Governance: Guiding regional building teams and junior surveyors, delivering CPD, and improving technical competence across the company. Dispute Resolution: Providing expert witness services or dealing with dilapidations and party wall matters. Skills / Qualifications You will be MRICS qualified Strong communication skills, both written and verbal Excellent customer service, organizational & communication skills Interested applicants should apply online or forward their CV to Dave Clements at Excange Street Claims - , Job Ref: DC1031. For all other vacancies, take a look at our website - exchange-street.co.uk

Our client is currently seeking an experienced Building Surveyor for Cardiff / South Wales. You will mainly deal with properties affected by general perils (fire, flood, storm etc) but additional subsidence experience would be useful. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage and scope. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines. Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant Loss Adjusting / Building Surveying experience is desire.d. Prior subsidence project management experience, perhaps Degree in Building Surveying (BSC Hons). Ideally you will be MCIOB or MRICS qualified, although this is not essential. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims Job Ref: DC1026. For all other vacancies, take a look at our website - exchange-street.co.uk.

Our client is currently seeking an experienced Building Surveyor for the Birmingham / Midlands area. You will mainly deal with properties affected by general perils (fire, flood, storm etc) but additional subsidence experience would be useful. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage and scope. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines. Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant Loss Adjusting / Building Surveying experience is desired.Prior subsidence project management experience, perhap.s Degree in Building Surveying (BSC Hons). Ideally you will be MCIOB or MRICS qualified, although this is not essential. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims Job Ref: DC1027. For all other vacancies, take a look at our website - exchange-street.co.uk.

Our client is currently seeking an experienced Building Surveyor for the London / South East region. You will mainly deal with properties affected by general perils (fire, flood, storm etc) but additional subsidence experience would be useful. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy cover and scope of damage. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines. Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc.) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant technical / Loss Adjusting experience is desired. Prior subsidence project management experience, perhaps. Degree in Building Surveying (BSC Hons). You will ideally be MRICS qualified AssocRICS as a minimum. Conversant with CAD, CDM Regs 2015, Party Wall Act 1996, Building Regulation and Planning Legislation. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims Job Ref: DC1012. For all other vacancies, take a look at our website - exchange-street.co.uk

Our client is currently seeking an experienced Building Surveyor for Reading / West London. You will mainly deal with properties affected by general perils (fire, flood, storm etc) but additional subsidence experience would be useful. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage and scope. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines. Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant Building Surveying / Loss Adjusting experience is desired. Prior subsidence project management experience, perhaps. Degree in Building Surveying (BSC Hons). Ideally you will be MCIOB or MRICS qualified, although this is not essential. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims Job Ref: DC1033. For all other vacancies, take a look at our website - exchange-street.co.uk.

Our client is seeking a National Technical Building Surveyor for a UK based role. Typically, you will be involved in providing high-level technical expertise, strategic advice, and quality assurance across a company's entire portfolio of properties, on a country-wide basis. You will have held a senior or expert-level position within large consultancies / organization focusing on maintaining consistency in building conservation, repair, and compliance. The Role Strategic Technical Advice: Advising on complex structural defects, heritage conservation, and sustainability across different regions. Compliance and Risk Management: Ensuring national compliance with health & safety legislation, fire safety, and building regulations, often acting as a principal designer under CDM 2015 regulations. Portfolio Management: Developing and implementing national strategies for planned preventative maintenance (PPM) and asset management. Technical Auditing: Monitoring the quality of construction work and inspecting repairs to ensure they meet high standards. Mentorship and Governance: Guiding regional building teams and junior surveyors, delivering CPD, and improving technical competence across the company. Dispute Resolution: Providing expert witness services or dealing with dilapidations and party wall matters. Skills / Qualifications You will be MRICS qualified Strong communication skills, both written and verbal Excellent customer service, organizational & communication skills Interested applicants should apply online or forward their CV to Dave Clements at Excange Street Claims - , Job Ref: DC1031. For all other vacancies, take a look at our website - exchange-street.co.uk

Our client is currently seeking an experienced Building Surveyor to deal with subsidence claims operating throughout the Birmingham / West Midlands region. The Role Claim Evaluation : Review all information from clients and claim handlers and conduct detailed site visits to validate claims for policy coverage, determine defect causation and scope of damage. Customer Interaction: Communicate with policyholders to gather additional information and inform them of policy liability and scope decisions. Claim Validation: Use company tools to create repair schedules and validate variations requests based on policy terms. Be able to interpret policy wordings and apply insurer claims' handling philosophies and guidelines Project Management: Oversee the entire claim process, from damage assessment, validation, repair scoping / scheduling, fulfilment to final report submission. Compliance: Ensure all processes comply with company policies, procedures, and Health & Safety legislation. Contractor Management: Appoint relevant contractors (e.g., asbestos, drying and restoration specialists, building contractors, etc) and provide clear instructions from the outset of the claim. Skills / Qualifications Relevant technical / Loss Adjusting experience is desired. Experienced in project management, tender preparation and an expert in the requirements for CDM. Degree in Building Surveying (BSC Hons). Ideally you will be MRICS, C.Build.E or AMIStructE qualified, although this is not essential. Strong communication skills, both written and verbal. Excellent customer service, organizational & communication skills. Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims Job Ref: DC1011. For all other vacancies, take a look at our website - exchange-street.co.uk

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.