Exchange Street Executive Search

Our client is looking to recruit a Case Manager within their Property TPA Division. The role involves providing first class customer service to customers, clients, and colleagues, ensuring that all claims are pro-actively managed to conclusion; ensuring client specific service level criteria is met. The successful applicant will work closely alongside a national team of field Adjusters and handle their own caseload of Household/HNW, Commercial Property & Real Estate claims through to settlement. 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. Interested applicants should apply online or forward their CV s to Craig Dyson at Exchange Street Claims (phone number removed)/ (url removed) Job Ref: CD233. For all other vacancies, take a look at our website - (url removed)

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 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 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-175. For all other vacancies, take a look at our website - (url removed)

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)

You want to be a financial planner. But to do that someone needs to give you a chance. Somewhere where you don't need prior experience. Where a lack of CAS isn't thrown at you. Where you're not expected to run before you can walk. Somewhere like this. This company has crafted a detailed plan of how you ll spend 12 months as a paraplanner - learning, developing, growing - before starting your advice journey in 2027. This is all laid out in writing so you know exactly what you need to do. As you evidence the technical and soft skills you need you ll move to the next stage of your development. Importantly, as you progress so will your pay. Again this is all clearly laid out so you know exactly what you're getting into and what you're working towards. By the time you re Chartered/Certified that will take you to £70,000+. Total clarity. Total accountability. Total commitment. And that s not all. The firm have used this plan twice before so they have a proven track record of developing people. It s been tweaked over the years so works better than ever. It is one that is set up to put employees and clients first - profits are a natural consequence of doing this well. And as a business with a team ethos that s reflected in their bonus scheme. You ll get a healthy % share of that (we will tell you what when we speak). There s also a benefits package including: Life assurance Income protection PMI Company electric vehicle salary sacrifice scheme 25 days holiday and an extra 5 days off over Xmas because as the firm says - who wants to work then anyway? THE COMPANY The firm itself is a modern financial planning firm that uses evidenced based investing. It s small, fiercely independent and not set up to sell. How refreshing is that? HERE S WHAT YOU LL NEED You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are. You ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant). You ll also need experience in CGT, investment bond encashments, tapered annual allowance etc. The firm is based in Stockport. Once you re a planner you will be very much hybrid but in the learning phase (first 12 months in particular) you ll be around the office most days. - Ready to take that step into advice and what s more, do it properly? Click apply. If you don t have a CV don t worry we can come to that later. Everyone will receive a response.

We are seeking an experienced Commercial Property Claims Handler to join a small team, working on a hybrid basis. In this role, you will deal with material damage and business interruption, playing a critical part in guiding these losses from start to finish. As a key member of the claims department, you will act as a referral point for other claims handlers, providing expert advice and support to ensure that all claims are managed efficiently and accurately. You will work closely with internal and external stakeholders, analyzing policy coverage, and communicating your findings effectively to all parties involved. We are looking for someone with proven experience in commercial property claims, a strong understanding of material damage and business interruption, and excellent analytical and negotiation skills. Please apply online or contact Craig Dyson at Exchange Street Claims & Loss Adjusting (phone number removed) / (url removed) / Job Ref:(phone number removed). CD-169. 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.