Exchange Street Executive Search

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want. You've done your part. But have they? You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates. In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. And as you progress, so will your pay. You ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary. Alongside that there's: Hybrid working (50/50 post training) Pension DIS Vitality PMI Income protection 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year) What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you. How refreshing is that? What you ll do To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates. In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research. Pace of progress will depend on how you progress. There's no one-size-fits-all approach. What you ll need At least 3 years of admin experience in a financial planning firm Working towards your Diploma (with 2 or 3 exams already passed) A genuine drive to progress into a paraplanning role in the future Someone who can evidence their passion for the profession Strong problem-solving skills and the ability to use your initiative will also set you apart. About the company This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you. Ready to be the paraplanner you know you can be? Click apply. Don t worry if your CV isn t up to date. Just send what you have and we ll deal with that later. Everyone will receive a response.

Our client is currently seeking a Graduate Building Surveyor (Glasgow, Scotland). You will mainly deal with general building surveying duties. The Role Assist / undertake building and site surveys Compiling condition survey reports Producing AutoCAD drawings, both existing and proposed layouts Preparing schedules of works, specifications and detailed design drawings Assist with/ prepare documentation for tendering Assisting with Health and Safety matters, CDM duties, Risk Assessments etc Building Pathology defects diagnosis and associated remedial works Skills / Qualifications BSc Hons in Building Surveying Aspiration to achieve MRICS status and further development Field experience of a general Building Surveying role advantageous, but not essential Strong communication skills, both written and verbal Commercial awareness and ability to manage time and prioritise tasks Interested applicants should apply online or forward their CVs to Dave Clements at Exchange Street Claims (phone number removed), (url removed), Job Ref: DC1015. For all other vacancies, take a look at our website - (url removed).

Our client is currently seeking an experienced Subsidence Engineer for the South London / Southern Counties area. You will mainly deal with properties affected by subsidence. The Role Handle a portfolio of subsidence claims involving landslips, sinkholes/voids and alternative intervention methods, on a project managed basis Attend site to carry out technical assessments and the investigation of claims Determine causation / defect diagnosis and policy liability Decline claims where appropriate Determine nature and extent of damage Prepare / submit full ABI reports, outlining findings and recommendations Oversee complex repair schemes, sub-structure and super-structure Liaise with contractors and all relevant external suppliers Work closely with and support the Contractor Network Review claims and deal with variations Skills / Qualifications Prior subsidence / Loss Adjusting experience Ideally you will be MRICS, MCIOB, C.BuildE 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 (phone number removed), (url removed), Job Ref: DC1018. For all other vacancies, take a look at our website - (url removed).

Our client is currently seeking an experienced Building Surveyor (Scotland / Hybrid). The Role Meet with clients to discuss project ideas and construction requirements Building surveying and defect diagnosis on commercial / residential properties Carry out feasibility studies Draught scheme designs, cost analysis documents, timelines, and specifications for works Advise on health and safety aspects of construction Advise on boundary and wall placement Advise on environmental impact, energy efficiency, and sustainability Advise on contractors and organising documents for tender Dealing with planning applications on both new build / existing Prepare insurance assessments Proficient with computer aided design (CAD) software Advanced project management skills Skills / Qualifications Ideally you will have prior subsidence and or perils experience (fire, flood, storm) 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 CVs to Dave Clements at Exchange Street Claims (phone number removed), (url removed), Job Ref: DC1014. For all other vacancies, take a look at our website - (url removed).

Our client is currently seeking an experienced Subsidence Engineer (Desk based / UK wide coverage). You will mainly deal with properties affected by subsidence. The Role Handle a portfolio of subsidence claims involving landslips, sinkholes/voids and alternative intervention methods, on a project managed basis Attend site to carry out technical assessments and the investigation of claims Determine causation / defect diagnosis and policy liability Decline claims where appropriate Determine nature and extent of damage Prepare / submit full ABI reports, outlining findings and recommendations Oversee complex repair schemes, sub-structure and super-structure Liaise with contractors and all relevant external suppliers Work closely with and support the Contractor Network Review claims and deal with variations Skills / Qualifications Prior subsidence / Loss Adjusting experience Ideally you will be MRICS, MCIOB, C.BuildE 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 (phone number removed), (url removed), Job Ref: DC1017. 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.

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.