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Exchange Street Executive Search

0161 973 6900

http://www.exchange-street.co.uk

Bank House , Wharf Road , Sale , Cheshire , M33 2AF ,


188 jobs from Exchange Street Executive Search next page »
Job Title Independent Financial Advisor (IFA) - Clients in place
Salary/rate £40000 - £50000/annum Bonus + Benefits
Location Manchester, Greater Manchester
Job Number 101331003
Posted 08/02/2012 (08:32)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Exchange Street has been exclusively retained by this North West based Chartered Accountancy practice to bolster their financial planning team by inserting a new consultant into their Manchester office.

The existing financial planning team are exceptionally busy, writing sizeable sums of new business and managing a large amount of renewals, meaning they are not able to fully service the clients the firm has in place. This necessitates the need for a new advisor to establish contact with these clients and maximise the work the firm undertakes with them.

Our client requires any applicant to be an experienced and highly ethical advisor with a demonstrable track record of success in the independent arena. Excellent technical knowledge is a high priority, backed up by the attainment of the Diploma in Financial Planning and progression towards Chartered status, something other advisers at the firm already hold. It is also advantageous if candidates have worked either with Chartered Accountants previously and are able to quickly build effective working relationships.

As the only advisor based from this office this is an exciting and high quality opportunity for an experienced, ambitious and competent advisor to further their career.

The package on offer will reflect the firm's belief in rewarding their staff through good salaries that will be increased on an ongoing basis in line with improved performance.

For more information on this role please speak with Andy Taylor or Robert Perry at Exchange Street on 0161 973 9600 or email (url removed).

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Job Title Technician Engineer
Salary/rate £20000 - £30000/annum tba
Location Aberdeen, Scotland
Job Number 107745967
Posted 07/02/2012 (13:43)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our clients are established Consulting Civil & Structural Engineers and are looking for a Technician Engineer with at least three years experience in the design and detailing of roads drainage and site servicing infrastructure. The vacancy is an excellent career opportunity for ambitious and self-motivated candidates with a strong technical background and good client liaison and business development skills. Interested applicants should forward their CV / particulars to David Porthouse at Exchange Street Claims; 0161 973 6900 Ext 25 / (url removed). Job Ref: DPO 1029 . For all other vacancies, take a look at our website - (url removed)
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Job Title Civil/Structural Engineer
Salary/rate £40000 - £50000/annum tba
Location Aberdeen, Scotland
Job Number 107745887
Posted 07/02/2012 (11:43)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our clients are established Consulting Civil & Structural Engineers and are looking for a senior civil/structural engineer for their Aberdeen office. Applicants must be chartered civil/structural engineers (MICE, MIStructE) with at least ten years post-chartered experience in the design and management of building and civil engineering projects. The vacancy is an excellent career opportunity for ambitious and self-motivated candidates with a strong technical background and good client liaison and business development skills. Interested applicants should forward their CV / particulars to David Porthouse at Exchange Street Claims; 0161 973 6900 Ext 25 / (url removed). Job Ref: DPO 1028 . For all other vacancies, take a look at our website - (url removed)
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Job Title Fund Administration Manager
Salary/rate £40000 - £55000/annum Benefits
Location Northwich, Cheshire
Job Number 101330670
Posted 07/02/2012 (09:02)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client, an established Merchant Bank with presence across the UK and an outstanding reputation for their investment portfolio management proposition, is currently looking to recruit a fund administration manager to their Cheshire operation.

The main remit of the role is to manage all fund administration activities covering a range of discretionary and specialist funds, alongside managing the service delivered from outside providers.

The position will involve building and managing a team of fund administrators and requires any applicant to have experience within fund administration (custody, accounting and transfer agency experience is preferred), a background managing teams within investment management and experience of communicating effectively with different divisions within the business. Whilst Cheshire based the successful incumbent will be expected to travel to London for regular meetings.

Qualifications such as the IMC or IOC (previously IAQ) would be advantageous.

This is an exciting time to join the company given the growth they have experienced in recent years and their ambitious plans for the future. Their Cheshire office is the central hub for their investment proposition and will only continue to develop in importance.

The package on offer is designed to attract the best talent in the marketplace.

For further information on this role please call Leanne Fairhurst at Exchange Street on 0161 973 6900 or email them at (url removed).

Other vacancies can be found at (url removed).

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Job Title IFA - Chartered Accountancy practice
Salary/rate £30000 - £40000/annum Bonus + Benefits
Location Preston, Lancashire
Job Number 101330669
Posted 07/02/2012 (09:02)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV One of the largest Chartered Accountancy practices in the North West, our client has a well-established IFA division offering high quality financial planning advice to their personal and corporate clients. Following ongoing growth they now require an additional advisor to work from their Preston office.

The position will entail building strong working relationships with the firm's accountancy partners in order to develop ongoing leads, whilst also dealing with existing clients. Candidates will also be expected to develop their own leads through referrals and networking.

Given the range of clients dealt with, applicants will be expected to have excellent technical knowledge across pensions, investments and protection (personal and corporate) alongside issues such as tax mitigation. Candidates will have a demonstrable track record of success as a financial planner, preferably in an independent environment, although top performers from a multi-tied/banking background will also be considered.

Applicants will be Diploma qualified and preferably be currently working within the industry in a very similar capacity.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail (url removed).

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Job Title Technical Advisor (Paraplanner)
Salary/rate £25000 - £30000/annum Benefits
Location Haywards Heath, West Sussex
Job Number 101323632
Posted 07/02/2012 (09:02)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV We have recently been retained by this prestigious national wealth management IFA to assist in their search for a high quality paraplanner. Committed to providing the best possible support to their fee earners, the technical support team continues to burgeon to keep pace with the overall growth of the firm.

Clients at the firm are generally wealthy professionals with the holistic advice on offer tending to focus on investments, tax mitigation and specialist pensions, although a good deal of corporate work is also carried out. To that end applicants must have a strong grounding in these areas and be able to deal confidently with the research and report writing required of them.

Applicants will likely have made good progression with their Diploma and be very close to attaining their level 4 qualification if they have not already done so. Certainly once on board, the successful individual will be expected to undertake further study.

As an organisation they are more than happy to assist in the long-term development of their staff with a culture rewarding rather than thwarting ambition. This does include longer-term opportunities to move into the sales arena, something the firm have done on numerous occasions.

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Job Title Claims Team Manager
Salary/rate £25000 - £27000/annum Excellent Benefits
Location Brighton, East Sussex
Job Number 101334391
Posted 06/02/2012 (14:17)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is seeking a Claims Team Manager to work out of their Brighton office, managing a team of FNOL and household claims handlers handling claims on a 'desk-top' basis and acting support of external Adjusters . You will report into the Unit Manager and be typically responsible for service delivery, allocation of losses and technical output / quality assurance etc. Applicants should forward their particulars to Craig Dyson at Exchange Street Claims. - 0161 973 6900 Ext 25 / (url removed); Job Ref: 1089. For all other vacancies, take a look at our website - (url removed)

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Job Title Construction Liability Loss Adjuster / Technician
Salary/rate £24000 - £30000/annum
Location London
Job Number 101334293
Posted 06/02/2012 (09:41)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is looking for an experienced Liability Loss Adjuster/Technician to work from their London office handling a portfolio of construction related liability claims, involving CAR, machinery & plant and general Property claims on a cradle to grave basis. You must have at least 5 year's previous liability loss adjusting experience with progression of professional qualifications would be a distinct advantage. In addition, excellent communicative and customer service skills are essential. This is an excellent opportunity working for a market-leading & well respected organisation. Interested applicants should forward their CV / particulars to Peter Avery at Exchange Street Claims; 0161 973 6900 Ext 26 / (url removed). Job Ref - PSA 1369. For all other vacancies, take a look at our website - (url removed)
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Job Title Property Claims Technician
Salary/rate £18000 - £24000/annum Pension, Bonus etc
Location City of London, London
Job Number 101334291
Posted 06/02/2012 (09:37)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is looking for an experienced Property Claims Technician to work out of their South London office handling a portfolio of household / commercial property claims on behalf of a team of loss assessors from initial registration to settlement. You will report directly into the Branch Manager and have at least 3 years previous property claims handling experience, together with property repair techniques and the ability to compile detailed scope of repair schedules. In addition, excellent communicative and customer service skills are essential. This is an excellent opportunity working for a market-leading & well respected organisation. Interested applicants should forward their CV / particulars to Peter Avery at Exchange Street Claims; 0161 973 6900 Ext 26 / (url removed). Job Ref - PSA 1370. For all other vacancies, take a look at our website - (url removed)
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Job Title Liability Claims Technician
Salary/rate £20000 - £28000/annum
Location London
Job Number 101334290
Posted 06/02/2012 (09:33)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is looking for an experienced Liability Claims Technician to work from their London office handling a portfolio of product liability EL, PL, Commercial Property claims on a cradle to grave basis. You must have at least 5 year's previous liability and personal injury claims settlement experience and be able to use your own initiative in order to resolve complaints or queries. Progression with professional qualifications would be a distinct advantage. In addition, excellent communicative and customer service skills are essential. This is an excellent opportunity working for a market-leading & well respected organisation. Interested applicants should forward their CV / particulars to Peter Avery at Exchange Street Claims; 0161 973 6900 Ext 26 / (url removed). Job Ref - PSA 1368. For all other vacancies, take a look at our website - (url removed)
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Job Title Disease Claims Technician
Salary/rate £25000 - £35000/annum Pension, Bonus, Company Car
Location Chester, Cheshire
Job Number 101334289
Posted 06/02/2012 (09:30)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is looking for an experienced Disease Claims Technician to work from their Chester office handling a portfolio of EL liability disease claims on a cradle to grave basis. You must have at least 5 year's previous liability and personal injury claims settlement experience and be able to use your own initiative in order to resolve complaints or queries. Progression with professional qualifications would be a distinct advantage. In addition, excellent communicative and customer service skills are essential. This is an excellent opportunity working for a market-leading & well respected organisation. Interested applicants should forward their CV / particulars to Peter Avery at Exchange Street Claims; 0161 973 6900 Ext 26 / (url removed). Job Ref - PSA 1367. For all other vacancies, take a look at our website - (url removed)
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Job Title Immediately available Motor Claims Handler
Salary/rate £16000 - £20000/annum
Location Manchester, Greater Manchester
Job Number 101334287
Posted 06/02/2012 (09:29)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is looking for Immediately Available Motor Claims Handler to work out of their Manchester office handling a portfolio of motor non personal injury claims, involving third party, vehicle damage claims. You will typically liaise with solicitors, policyholders & third parties, reporting directly into the Branch Manager. You have at least 3 years previous motor claims handling experience and be able to use your own initiative in order to resolve complaints or queries. In addition, excellent communicative and customer service skills are essential. This is an excellent opportunity working for a market-leading & well respected organisation. Interested applicants should forward their CV / particulars to Peter Avery at Exchange Street Claims; 0161 973 6900 Ext 26 / (url removed). Job Ref - PSA 1366. For all other vacancies, take a look at our website - (url removed)
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Job Title Loss Assessor / Business Development
Salary/rate £20000 - £25000/annum
Location City of London, London
Job Number 101334285
Posted 06/02/2012 (09:24)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is looking for an experienced Loss Assessor / Business Development manager to work out of their South London office handling a portfolio of household / commercial claims (buildings, contents and personal possessions) on a cradle to grave basis, together with the need to develop new business. You will have at least 3 years previous claims handling / business development experience and be able to use your own initiative in order to resolve complaints and develop contacts to assist with the expansion of the company. In addition, excellent communicative and customer service skills are essential. This is an excellent opportunity working for a market-leading & well respected organisation. Interested applicants should forward their CV / particulars to Peter Avery at Exchange Street Claims; 0161 973 6900 Ext 26 / (url removed). Job Ref - PSA 1365. For all other vacancies, take a look at our website - (url removed)
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Job Title Paraplanner - 12 month contract
Salary/rate £25000 - £32000/annum
Location Edinburgh, Central Scotland
Job Number 101330455
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client, an established asset manager with a presence across the UK and an outstanding reputation for their portfolio management proposition, is currently looking to recruit an experienced paraplanner to support the leading consultants in the region. Initially this will be on a 36 week contract.

Responsibilities of the role include general paraplanning assistance with product research, report writing and production of compliant suitability letters, along with general diary management, new business processing and liaising with clients.

This is a fantastic opportunity for an experienced individual looking to join a forward thinking practice that is in the midst of a major expansion programme. Having recently acquired a number of IFA practices they are developing a financial planning division of some repute and therefore this role could lead to further opportunities.

Given that the successful applicant will need to be up and running very quickly, it is a pre-requisite that any applicant holds the Certificate in Financial Planning. The company will also only consider the applications of those individuals with IFA paraplanning experience.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail (url removed).

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Job Type Contract
Contract Length 12 months
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Job Title Compliance - Investment Management
Salary/rate £40000 - £45000/annum
Location Manchester, Greater Manchester
Job Number 101330431
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client is a Private Bank that provides discretionary portfolio management services to their HNW client base. They currently seek an experienced investment manager to join their compliance team in Manchester as part of an ongoing project to assess suitability of advice provided to their advisory and discretionary clients.

As the role will require the successful applicant to review all advice given, check procedures have been followed and assess the overall suitability of the advice given, our client has requested that any candidate has experience of running discretionary investment portfolios in an investment management capacity. Technical knowledge needs to be of a very high standard and will be backed by qualifications such as the IMC or CISI Diploma.

The need is therefore for someone with specific investment management, rather than compliance, experience.

On offer is an initial 6 month contract and a salary of c£45,000.

For more information on this exciting role please contact Andy Taylor or Robert Perry on 0161 973 6900 or (url removed).

(url removed).

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Job Title Wealth Advisor (IFA) - Aberdeen
Salary/rate £40000 - £75000/annum Bonus + Excellent benefits
Location Aberdeen, Scotland
Job Number 101330217
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services.

The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011.

Support is on offer to assist each advisor develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients.

To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage.

The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company.


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Job Title Wealth Advisor (IFA) - Cornwall
Salary/rate £40000 - £75000/annum Bonus + Excellent benefits
Location Bodmin, Cornwall and the Isles of Scilly
Job Number 101330226
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services.

The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011.

Support is on offer to assist each advisor develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients.

To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage.

The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company.

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Job Title Paraplanner
Salary/rate £23000 - £26000/annum Benefits
Location Sale, Cheshire
Job Number 101327096
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV An established regional IFA practice, our client has a long-standing reputation in the North West. They are currently seeking to recruit an experienced Paraplanner to their existing team based in their Sale office.

Supporting a number of fee earners, this position will be very hands on, as the company wish to provide a structure whereby their advisers can focus on developing business, rather than completing paperwork. This means that the successful applicant will need to be a highly proficient report writer with strong technical skills to be considered. An ability to work to deadline is also a main priority.

Advice at the firm is largely given to individuals, so an understanding of the range of services and products offered to individual clients is a pre-requisite. This will include retirement planning, investments, tax mitigation and protection. Candidates will hold FPC/Certificate in Financial Planning although those individuals who have progressed with the Diploma will be at an advantage.

Salary is dependent on the skills the job holder can bring to the role, alongside progression with exams, current package etc.


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Job Title Financial Advisor - Client base in place
Salary/rate £32000 - £40000/annum Car + Bonus + Benefits
Location Hemel Hempstead, Hertfordshire
Job Number 101323389
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced individual to advise and develop relationships with existing clients provided through seminars and affinity groups.

This position will suit an advisor with excellent relationship management and new business skills, as the role will entail working with a large portfolio of clients who currently hold investment portfolios (collective based or discretionary) with the firm. Clients are generally high value and approaching retirement with most investment sizes between £100,000 and £200,000, although a number of cases are much higher (up to c£500,000).

Consultants must be highly professional while holding the commercial focus to sign up business when opportunities arise. That said the support on offer is first class, with a dedicated technical support function in place.

Technical knowledge is a very important aspect of the role and it is expected that applicants have a good understanding of investment management, although this is a holistic role with advice also extending to tax mitigation (e.g. IHT planning, trust work etc) and some pension/protection work. In addition, current FSA authorisation for regulated financial planning is essential although advisers are expected to be close to completing the Diploma if they have not done so already.

The role offers an attractive salary and a generous commission structure with the advisor targeted on appointment levels and new business. Bonuses for cases referred by existing clients are paid at a much higher level which is an excellent opportunity for individuals with strong new business skills. Earnings at the firm at this level average £40,000 - £50,000 although top performers earn a great deal more.

This is a superb opportunity with an ambitious national firm who have made large acquisitions in recent years.

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Job Title Senior Pensions Administrator
Salary/rate £12.00 - £15.30/hour
Location Manchester, Greater Manchester
Job Number 101320301
Posted 06/02/2012 (07:23)
Agency/Employer Exchange Street Executive Search
DescriptionRegister your CV An international employee benefits consultancy with an enviable reputation, our client is seeking to recruit an additional number of senior pension administrators to cover existing team members who will be undertaking a project. The contract will be a fixed term one until 30th June 2012 with the possibility of permanent employment at the end given the company's ongoing growth.

Given the quality of the staff they are replacing, the organisation is seeking to speak with candidates who have worked within other third party, actuarial or benefit consultancies with a working understanding of occupational pension schemes (Defined contribution and defined benefit).

The position will entail the ongoing administration of a portfolio of group schemes (updating records, transferring benefits, calculating benefits, providing statements and processing retirements) with the administrator also responsible for queries arising from pension scheme members, IFAs and pension managers. Therefore an excellent degree of technical knowledge combined with professionalism and an eye for detail is vital.

Please speak with Exchange Street regarding hourly rates but the permanent staff are paid £22,000 - £28,000 per annum (plus extensive benefits) as a guide.

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Job Type Contract
Contract Length 6-8 months
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