January Highlights

January Highlights

January Highlights

A typically busy January at Exchange Street as people started their new positions after the Christmas break. Big congratulations to Lewis who secured a fantastic opportunity working with existing HNW clients in the North West for a Chartered IFA business. Also well done to Angela who made the transition from senior administrator to paraplanner after completing her diploma.

Other successful assignments completed this month include the following:


Independent Financial Adviser with a national firm in Birmingham.

Financial Planner for a national Wealth Management business in Essex.

Senior Administrator with a regional IFA practice in Gateshead.

Senior Corporate Account Handler for a Corporate Commercial Broker in Cheshire.

Assistant Underwriter in Leeds for a UK Insurer.

Account Executive with a large regional broker in Manchester.

Domestic Adjuster at a major UK & International Loss Adjusting client in North London.

International Construction & Engineering Adjuster at an International Construction, Energy & Engineering Loss Adjusting client in London.

Senior Commercial Adjuster at a boutique UK Loss Adjusting client in the South West.

Executive Adjuster in London for a niche International Loss Adjuster.

Property Adjuster covering South London & Southern Counties for a niche UK Loss Adjusting client.