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 and better over the years under their guidance. It includes a paraplanner who has worked with the founder for four 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. HERE'S WHAT YOU'LL NEED:So whilst you'll join the paraplanning team you don't need to be someone with huge experience, or level 4. Yes you'll have had some exposure to paraplanning and have started your exams, but you'll currently likely be in a more admin focused position.You'll be ambitious and keen to become level 4 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. THIS IS WHAT YOU'LL DO:That means in the next few years you'll work with a planner who advises clients with £1m+. You'll have lots of client contact. You'll be involved with cashflow modelling and lifestyle financial planning. Your learning and development will be supercharged.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. PACKAGE:Your starting salary will be £30,000 - £38,000 depending on experience and exam progress. There's also a 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 a city centre business that believes in collaboration. Most of the team will be in the office most of the time (that said there is flexibility e.g. working from home one day a week).But ultimately you'll recognise that you develop faster surrounded by brilliant colleagues. -Want to supercharge your career? Pick a good boss. Pick this 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.

Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have 3-4 years of paraplanning experience and be level 4 qualified.You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Ouch. Glass ceilings hurt. You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in. When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill. There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have 3-4 years of paraplanning experience and be level 4 qualified.You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, 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 - .

There is more to finding the right job than box ticking. That said, having ticks in the right boxes is a great place to start. Competitive salary? Tick! - You'll get a starting salary of up to £60,000 + benefits + bonus. You will earn about a third of the revenue that you bring in (new and ongoing). They're confident that by year 3 you will be earning £100,000+. Financial backing? Tick! - The wealth planning team is part of a larger financial services business and market leader in the mortgages and equity release field. They have a national adviser network and offices in North and South England. Leads provided? Tick! - You'll get referrals from the wider business and new opportunities from the dedicated marketing team. Leads won't be a problem. They just need someone with the right attitude, drive and ambition to maximise them. Support? Tick! - They have all the systems and administration support you would expect from an established business, along with experienced paraplanning support that will allow you to focus on client work. Hybrid working? Tick! - You'll manage your own diary. You go into the office when you need to. However, with headquarters in Essex and clients in the local area, it's great to have the facilities when you need them. Progression? Tick! - Not only will you get the support and mentoring of a senior management team with vast experience of financial planning, but there are also opportunities to share in the success of the wealth planning business and the potential of equity for the right individual. Enjoy a challenge? Tick! - It won't all be easy. The role will be predominantly new business orientated, converting the leads that they generate. You'll need to have experience of financial advising (albeit they're flexible on how much) and be level 4 qualified. They're not daft, the directors understand it will take time, but for someone with a long term focus it will be worth it. If we're ticking your boxes so far, click apply and we'll fill you in on the rest.

Why do people move jobs? Well there are three main reasons.One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client's problem.In short, you'll become the go-to person for everything pension related. An expert.As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary up to £52,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed).And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED:You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. -Ready to become an expert? Click apply.If you don't have a CV send us contact details and we will be in touch to answer your questions.Everyone will get a response.

Why do people move jobs? Well there are three main reasons.One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You'll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client's problem.In short, you'll become the go-to person for everything pension related. An expert.As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary up to £52,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. You'll need to be in the office 2 days per week but you'll work from home the rest of the time. You can even apply to work remotely after 6 months (although this isn't guaranteed).And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe.They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED:You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on.You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. -Ready to become an expert? Click apply.If you don't have a CV send us contact details and we will be in touch to answer your questions.Everyone will get a response.

It's hard to be a great financial planner without a great team behind you. A lot of firms can mention facts and figures that make an opportunity seem like the dream job. But if you have clunky processes, sloppy admin and not enough technical support to free up your time, that dream can soon turn into a nightmare. You won't have that problem with this business. Here you'll inherit £60m and associated ongoing fees. These are coming from a retiring planner and there'll be a very useful handover before they exit in Q1 2026. Your salary will be up to £80,000 and given the size of the book/ongoing fees you'll inherit you'll be a six-figure earner from year one onwards. So far so good. But the key here is the calibre of support you'll get. The business has invested heavily in technology so you'll have fully automated systems. AI and automation can be game-changing in the right hands and this company will continue to be at the forefront of developing it within the business. They have also invested heavily in their admin and paraplanning teams. The service you will get is first-class and will free up the time for you to spend doing what you enjoy - speaking with clients. The business itself has a strong reputation and has been around for years. In more recent times it has grown through small but targeted acquisitions, and remains well-funded. HERE'S WHAT YOU'LL NEED:It's a sizable, high value client book so you'll have plenty of advice experience (5 years +). If you're Chartered that's great. If not then you'll be on your way to it.You'll have a growth mindset - both with your own development and the client book. There are lots of opportunity within it and you're the type of person to grasp it.The office is in Colchester and clients will be reasonably local so you'll be in the region. -A good adviser when with the right support you know you can be a great one? 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.

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.