Exchange Street Claims ltd

A national Chartered Accountancy practice in the UK is looking for a knowledgeable professional to enhance their wealth management offering. This role will involve working with £2m+ clients to shape investment strategies and build portfolios. The ideal candidate will be experienced in DFM or wealth management and possess Level 6/7 qualifications. The position offers a competitive salary of up to £100,000, hybrid working, and various perks including healthcare and a pension plan.

You can inherit a portfolio anywhere. How often do you get to shape the investment proposition? If you're currently in a large DFM or wealth manager, you might have responsibility but not much influence. Committees are crowded. Strategy is set centrally. Your remit is defined. This role is different. You'll join a well-established wealth business that is enhancing its internal DFM capability for £2m+ clients. The infrastructure is there. The client base is there. The Investment Lead is in place. What's being built now is depth, resilience and evolution and you'll be central to that. It's having a say in how a proposition develops without the chaos of a start-up. THE PACKAGE Salary up to £100,000 Bonus Hybrid working 25 days holiday + bank holidays Buy/sell up to 5 days Pension Healthcare Income Protection Life Assurance THE JOB You'll work alongside experienced financial planners and sit in on joint meetings with £2m+ clients, helping articulate and defend the investment strategy. There is already an Investment Lead in place but being technically credible and capable of building and adjusting portfolios will be part of your remit. You'll contribute to: How the DFM is positioned to HNW clients How asset allocation decisions are communicated and governed How the proposition scales over time How the investment philosophy develops You won't be lost in a large machine. But nor are you walking into a blank sheet of paper. THE COMPANY This is a national Chartered Accountancy practice with a strong and established financial planning arm. The client base is primarily business owners and senior professionals with meaningful net worth. The opportunity at £2m+ level is significant and, in many cases, under-served from an investment perspective. The DFM is being enhanced specifically to serve that segment more effectively. HERE'S WHAT YOU'LL NEED You'll likely be: Currently in a DFM or wealth manager environment Technically strong enough to construct portfolios, not just present them Comfortable in front of advisers and HNW clients Interested in influence as well as responsibility Level 6/7 qualified If you'd rather help shape a DFM proposition than simply operate within one, let's talk. Click apply or contact me directly. CV not up to date? Don't worry - we can sort that later. Everyone will receive a response.

Claims Coordinator/Property Claims Handler - Manchester/Hybrid We are seeking a Buildings Case Manager with a background in insurance claims handling. This hybrid role involves managing repair works with the contractor network following insurance claim approvals. Key responsibilities include appointing contractors, overseeing repair processes, validating estimates and final accounts, ensuring SLA compliance, and escalating issues. You will also communicate with stakeholders, conduct quality calls with policyholders, and suggest process improvements. We are seeking someone with experience in insurance repair work, technical building support, and appointment scheduling. You must manage challenging conversations, prioritize urgent repairs, and work both independently and in a team. There is a competitive salary, contributory pension, life assurance, 25 days holiday plus bank holidays, CSR volunteer days, and an extensive employee assistance program. Interestedapplicants should apply online or forward their CV's to Craig Dyson at Exchange Street Claims / Job Ref: CD-170. For all other vacancies, take a look at our website - exchange-street.co.uk

A high-performing financial planning business in Central London is seeking a Managing Director. This role emphasizes cultural cohesion and operational excellence rather than just financial turnaround. The ideal candidate will have senior leadership experience in financial planning or wealth management and be comfortable leading both front-office and operational teams. The position offers a base salary of up to £160,000 plus performance-linked incentives. If you're looking for a role with substance, let's talk.