Exchange Street Executive Search

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. That is a long way off there, but that will give you time to get your diploma 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 £40,000. There's also: o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days o 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 awards o New and improved programme for succession planning and supportive management structure to help you realise your potential o 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 experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as 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.

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.

Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. HERE'S WHAT YOU'LL NEED: You'll be level 4 qualified and on the way to Chartered if you're not there already. You will be a career paraplanner who wants an environment where you can get better and better and better. You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply. If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.

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.

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.

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.

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.

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.

Desktop Commercial Property Adjuster required to complement an existing team, handling a portfolio of Commercial Material Damage and Business Interruption losses through to settlement. You will be responsible for all reports regarding each visit and full diary maintenance. Additionally, you will be required to manage a caseload effectively providing service delivery within clients SLAs and meeting challenging audit criteria, writing full and detai reports for insurers, including recommendations for settlement, liaising with insurers, policyholders, contractors, and other parties with a proactive approach to settling claims. This is a hybrid role, and candidates will be expected to work out of the clients offices 1 2 days per week. 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-174. JA Ref:(phone number removed). For all other vacancies, take a look at our website - (url removed)

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

Our client is looking to recruit a FNOL/Concierge Claims Technician within their Property Claims team (location flexible but Birmingham/Bolton preferred) with Hybrid or fully remote working available subject to operational needs. 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: Insurance/Loss Adjusting/Claims Handling background 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 Interested applicants should apply online or forward their CV s to Craig Dyson at Exchange Street Claims (phone number removed)/(url removed) Job Ref: CD61. For all other vacancies, take a look at our website - (url removed)

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.

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

If you ve handled property claims over £100k, you ll know how much precision and plate-spinning is involved. The clients expect more. The brokers are more involved. The paperwork is heavier. The stakes are higher. This role is about stepping into that space supporting a team of major loss adjusters by helping push claims forward, keeping everyone in the loop, and handling elements of settlement directly with clients and insurers. You might come from a desktop background. You might be a field adjuster looking to step back from the road. Either way, if you ve worked on large domestic or commercial losses and can keep things moving without letting standards slip, this will suit you. You ll be liaising with brokers and policyholders, chasing reports, checking figures, questioning estimates all the stuff that helps a complex claim land well. Cert CII or Cert CILA is ideal, but they ll support you if you re working towards it. What matters more is your judgement, your attention to detail, and your ability to stay on top of everything when the pressures on. You ll be part of a team of highly experienced adjusters the kind of people you ll learn from. If you ve been looking for a way to specialise in major loss work, this is it. Interested applicants should apply online or forward their CV s to Craig Dyson at Exchange Street Claims (phone number removed)/ (url removed) Job Ref: CD254. For all other vacancies, take a look at our website - (url removed)

Our client is looking to recruit a Casualty Claims Handler within their Liability team in Glasgow. You will use your technical knowledge and experience to proactively investigate liability claims for Personal Injury (EL/PL) and third-party property damage and report thereon, in compliance with prevailing client requirements / service standards and providing exceptional customer service throughout. Providing coordination and technical support for Liability Adjusters in the field, 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. To be successful in the role you will need to demonstrate a high level of technical, quality and service delivery, a commitment to innovation and a determination to provide a market leading service. Interested applicants should apply online or forward their CV s to Craig Dyson at Exchange Street Claims (phone number removed)/ (url removed) Job Ref: CD252. For all other vacancies, take a look at our website - (url removed)

A Global Loss Adjusting Organisation are seeking experienced Property Claims Handlers where you will manage your own portfolio of household/domestic claims having the autonomy of making decisions from the desk. You will typically be responsible for writing full and detailed reports for insurers, including recommendations for settlement, liaising with insurers, policyholders, contractors, and other parties with a proactive approach to settling claims. This is a hybrid role and candidates will be expected to work out of the clients offices (Glasgow) 1 or 2 days per week. 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-56. JA Ref: (phone number removed). For all other vacancies, take a look at our website - (url removed)

A Global Loss Adjusting Organisation are seeking experienced Property Claims Handlers where you will manage your own portfolio of household/domestic claims having the autonomy of making decisions from the desk. You will typically be responsible for writing full and detailed reports for insurers, including recommendations for settlement, liaising with insurers, policyholders, contractors, and other parties with a proactive approach to settling claims. This is a hybrid role and candidates will be expected to work out of the clients offices (Birmingham) 1 or 2 days per week. 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-58. 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

A Global Loss Adjusting Organisation are seeking experienced Property Claims Handlers where you will manage your own portfolio of household/domestic claims having the autonomy of making decisions from the desk. You will typically be responsible for writing full and detailed reports for insurers, including recommendations for settlement, liaising with insurers, policyholders, contractors, and other parties with a proactive approach to settling claims. This is a hybrid role and candidates will be expected to work out of the clients offices (Manchester) 1 or 2 days per week. 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-57. JA Ref: (phone number removed). For all other vacancies, take a look at our website - (url removed)

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.