Exchange Street Executive Search

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position. You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. - Want to know more? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will get a response.

Just because you re happy doesn t mean you can t be happier. Most people who read job adverts are not desperate for a new job. People like you for example. You are happy enough. Well thought of. Reasonably OK with your salary. But that doesn t mean that you can t be better looked after. Challenged more. And paid more. You don t always need to have a reason to click apply other than how good another company sounds. And what s the harm in that? This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). And when you think about it, that s no mean feat. To get this accolade they do things a bit differently. For one you'll sit together with the firm's client managers. There's no "them and us" here - you're all working in partnership to get the best client outcomes. Collaboration and teamwork is everything. The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job. This focus is also why they offer 33 days holiday (increasing to 38 days with service). Why there's an annual pay review and a bonus scheme. There's also: Hybrid working Flexible hours Death in Service Pension Income Protection As for the job itself you ll work on a small team in conjunction with the wider client management team. You ll review, analyse and provide feedback on client files making recommendations as required. The planners at this firm are Chartered and work with very wealthy clients (£1m+), so the work will be challenging, interesting and rewarding. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and have some file review experience. The company are relaxed about how much - yes you need core skills but character is more important than time served. - Ready to be happier? Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house. That means stability. It means modernisation and for you, opportunity. It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff. Which is where you come in. They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident. It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do. They're currently recruiting for one of the most important positions in a business - a receptionist. You're the first port of call and the face/voice of the business in a world where first impressions are everything. You'll be meeting and greeting clients, organising the MD's diary and dealing with post/emails. But at times you'll also help the administration team with their duties. This comes with a starting salary of up to £30,000 (depending on experience/background). Plus there is scope to progress within the firm (say into administration) if that appeals. There's also a range of benefits: Company pension scheme with enhanced company contributions Employee Assistance Programme Health Assured (a 24 hour helpline to support you through any of life s issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary) Full training with a designated mentor to support the right candidate Free Eye Test Vouchers Discretionary Company Sick Pay This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard. HERE'S WHAT YOU'LL NEED: You'll have several years experience as a receptionist in a professional setting e.g. financial planning, investment management, a legal firm or an accountancy business. A stable career history is important. This is an office based position so you'll be able to get to Bradford-on-Avon everyday. There is parking and a train station across the road from the office with direct trains from places such as Bath. - Want to know more? Click apply and we will be in touch to answer your questions. Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

As a Trainee Property Adjuster, you will be responsible for managing domestic property claims from initial assessment through to settlement. This role involves conducting on-site inspections, assessing damages, liaising with policyholders, and negotiating settlements. You will work closely with our claims team to ensure prompt and fair resolution of claims, providing support and guidance to our valued customers throughout the process. This would suit an experienced property claims handler who wants to progress to a field role.

As a Trainee Property Adjuster, you will be responsible for managing domestic property claims from initial assessment through to settlement. This role involves conducting on-site inspections, assessing damages, liaising with policyholders, and negotiating settlements. You will work closely with our claims team to ensure prompt and fair resolution of claims, providing support and guidance to our valued customers throughout the process. This would suit an experienced property claims handler who wants to progress to a field role.

As a Trainee Property Adjuster, you will be responsible for managing domestic property claims from initial assessment through to settlement. This role involves conducting on-site inspections, assessing damages, liaising with policyholders, and negotiating settlements. You will work closely with our claims team to ensure prompt and fair resolution of claims, providing support and guidance to our valued customers throughout the process. This would suit an experienced property claims handler who wants to progress to a field role.

Sinking, cracking and collapsing buildings your thing? Then read on. We are looking for a Building Consultant to join a team of experts. You ll be investigating and diagnosing subsidence damage to residential and commercial properties. You will also be providing technical advice, reports, and recommendations to clients, insurers, and contractors. To be successful in this role, you will need to have: MRICS / Assoc. RICS / MCIOB etc or progression towards a professional qualification Previous experience in subsidence engineering or a similar role practical and hands-on approach to work A creative and analytical mind A good eye for detail and quality On offer: A competitive salary and benefits package A challenging and rewarding work environment All the soil you could ever want to play with A variety of projects and locations to work on Interested applicants should apply online or forward their CV s to Craig Dyson at Exchange Street Claims (phone number removed)/(url removed) Job Ref: CD-141. JA Ref: (phone number removed). For all other vacancies, take a look at our website - (url removed)

Due to expansion, out client is looking to recruit a Building Surveyor to project manage domestic and commercial perils and subsidence claims from start to finish. In this role, you ll be: Visiting the insured properties and assessing the extent and cause of the damage Preparing detailed reports and estimates of the repair or replacement costs Negotiating and agreeing the settlement of claims with the insured, insurers, and contractors Managing the claims process from start to finish, ensuring a high level of customer satisfaction and compliance with industry standards and regulations Working closely with other members of the claims team, such as claims handlers, loss adjusters, and engineers To be successful in this role, you will need: A minimum of 5 years of experience in domestic insurance perils claims surveying or a related field A relevant qualification, such as BSc Hons Building Surveying, MCIOB, Assoc / MRICS, (or working towards one) A good knowledge of building construction, materials, and repair techniques

Live to work or work to live? For many it's the latter. But how many firms let you build your work hours around your home life and get the balance you need? This firm does. They're looking for someone on a part-time basis but how you work these hours is open to discussion. It could be that you work every day. Or 2.5 days a week. Or in short, hours that suit. You'll also get the added flexibility of hybrid working once you are trained. So not only hours that suit. Throw in a full time equivalent salary of up to £30,000, great benefits and up to 15% discretionary bonus this all adds up to a great place to work. The business itself is a small practice which is part of a larger national group. HERE'S WHAT YOU'LL NEED: You will need to be an experienced financial planning administrator. Tasks will include, dealing with client queries, meeting and greeting clients, dealing with product providers, financial transactions, preparing client files, and supporting relationships with existing clients. Even though the role is only part time you will still need to be conscientious, hard working and have great attention to detail. You will ideally have experience of IO, platforms and mail merges. Hours wise they are looking for 17.5 hours per week but there's some flexibility around this. - Your perfect balance is only a click away. Press apply and we will be in touch. If you don't have a CV don't worry, we can come to that later. For now just send us a way of contacting you. Everyone will receive a response.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Our client is looking to recruit a Casualty / Liability Claims Handler to work on a remote / home working basis. You will use your technical knowledge and experience to proactively investigate liability claims for Employers & Public Liability (injury and TPPD) and report thereon, in compliance with prevailing client requirements / service standards and providing exceptional customer service throughout. The role requires you to investigate and settle (as required) liability claims, covering legal/policy liability and quantum, gathering evidence to support your recommendations in a timely manner and in compliance with client requirements.

Decent pay, an opportunity to progress, support with exams - you're not asking for much. So why does it all feel like such a battle to get where you are? It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one. Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus. Factor in other benefits and 25 days holiday and you're getting a package above market average. Secondly, the opportunity to advance comes as standard. But what you decide to do is down to you. You might want to progress into paraplanning. You might not and want to be the best administrator you can be. Either is fine. But if you do decide you want to learn new things you'll have the support of the business with that, exams and a pathway to where you want to go. It's something they've done before and they will do it again. You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED: You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset. Think it's time you get the pay and pathway you deserve? Click apply and we will be in touch. If you don't have an up to date CV don't worry, we can come to that later. Everyone will receive a response.

Live to work or work to live? For many it's the latter. But how many firms let you build your work hours around your home life and get the balance you need? This firm does. They're looking for someone on a part-time basis but how you work these hours is open to discussion. It could be that you work every day. Or 2.5 days a week. Or in short, hours that suit. You'll also get the added flexibility of hybrid working once you are trained. So not only hours that suit. Throw in a full time equivalent salary of up to £30,000, great benefits and up to 15% discretionary bonus this all adds up to a great place to work. The business itself is a small practice which is part of a larger national group. HERE'S WHAT YOU'LL NEED: You will need to be an experienced financial planning administrator. Tasks will include, dealing with client queries, meeting and greeting clients, dealing with product providers, financial transactions, preparing client files, and supporting relationships with existing clients. Even though the role is only part time you will still need to be conscientious, hard working and have great attention to detail. You will ideally have experience of IO, platforms and mail merges. Hours wise they are looking for 17.5 hours per week but there's some flexibility around this. - Your perfect balance is only a click away. Press apply and we will be in touch. If you don't have a CV don't worry, we can come to that later. For now just send us a way of contacting you. Everyone will receive a response.

Our client is looking to recruit a FNOL/Concierge Claims Technician within their Property Claims team in Glasgow (Hybrid working). You will use your technical knowledge and experience to assist adjusters to proactively case manage, negotiate, and settle property claims, as licensed. Role & Responsibilities: Being the first point of contact to policy holders making an insurance claim Providing outstanding customer service and putting the customer at the centre of everything Building strong professional relationships with team members and other areas of the business Ensuring all information is documented correctly prior to Loss Adjuster visits Skills & Requirements: FNOL experience in Insurance/Loss Adjusting/Claims Handling preferable Team player with the passion for helping others Proactive, with the ability to work with initiative Able to work as part of a team to ensure client SLAs are met

Due to expansion, out client is looking to recruit a Building Surveyor to project manage domestic and commercial perils and subsidence claims from start to finish. In this role, you ll be: Visiting the insured properties and assessing the extent and cause of the damage Preparing detailed reports and estimates of the repair or replacement costs Negotiating and agreeing the settlement of claims with the insured, insurers, and contractors Managing the claims process from start to finish, ensuring a high level of customer satisfaction and compliance with industry standards and regulations Working closely with other members of the claims team, such as claims handlers, loss adjusters, and engineers To be successful in this role, you will need: A minimum of 5 years of experience in domestic insurance perils claims surveying or a related field A relevant qualification, such as BSc Hons Building Surveying, MCIOB, Assoc / MRICS, (or working towards one) A good knowledge of building construction, materials, and repair techniques

Our client is looking to recruit a Casualty / Liability Claims Handler to work on a remote / home working basis. You will use your technical knowledge and experience to proactively investigate liability claims for Employers & Public Liability (injury and TPPD) and report thereon, in compliance with prevailing client requirements / service standards and providing exceptional customer service throughout. The role requires you to investigate and settle (as required) liability claims, covering legal/policy liability and quantum, gathering evidence to support your recommendations in a timely manner and in compliance with client requirements.