Exchange Street Executive Search

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 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: CD231. For all other vacancies, take a look at our website - (url removed)

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: CD234. For all other vacancies, take a look at our website - (url removed)

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: CD232. For all other vacancies, take a look at our website - (url removed)

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)

Why do people move jobs? Well there are three main reasons. One, they aren't learning. And when you don't learn you get bored. Two, there are no opportunities to progress. And three, they don't feel fairly rewarded/treated. Not problems you'll encounter at this business. You already know about pensions but this job will take that knowledge up several levels. You ll be responsible for guiding financial planners on all their pension queries. Helping them to understand each case. Helping them explain the facts in a clear way. And come up with solutions to their client s problem. In short, you'll become the go-to person for everything pension related. An expert. As for progression, well, they've got that covered too. There are genuine promotion opportunities. This is a firm that looks internally when new jobs come up, hiring externally only when they need to. And we know this because we've placed so many people here who have either had a promotion or moved into other areas of the business. Professional development is a core principle. And as for fairness that's high up the agenda too. The role offers an attractive starting salary between £45,000 and £50,000 per annum. There's a generous bonus scheme that has paid out every year since Covid. There's also an extensive benefits package including: Non-contributory pension (10%) 28 days leave PHI Critical Illness Dental Insurance Life Cover (x10) It's not just pay either. They trust their staff. This is a hybrid role and you can apply to work remotely after 6 months (although this isn't guaranteed). And finally Diversity isn't just a buzzword. It's not perfect but as a firm they a) recognise that (a good sign) and b) have plans in place to improve it (a very good sign). The percentage of women in leadership positions is on track to be 40% in the next three years. People of colour will account for 12% of their workforce in the same timeframe. They have partnerships with charities that represent people with disabilities. They work closely with the LGBTQ+ community. And they've allied with a charity that represents people with neurodiversity. Again, it's a business that puts fairness at the core of what it does. HERE'S WHAT YOU'LL NEED: You might already be a pension specialist. Or you could be a paraplanner or financial planner who wants to specialise. Either way you'll have a technical foundation to build on. You'll be level 4 qualified. And you'll have the character to advise and sometimes challenge senior advisers. - Ready to become an expert? Click apply. If you don't have a CV send us contact details and we will be in touch to answer your questions. Everyone will get a response.