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Financial Services Jobs

Call Handler - INBOUND

Ref: arc201

Surrey - Permanent

£21,500 - £25,000

** A genuine development opportunity for people with office based customer service or call centre experience ** A global Financial Services company ** Renowned for their training and development of staff ** Overall earnings around £25,000 + pension to £2,800 ** If you really do want to knuckle down and work your way up, this client provides the environment within which to do that.

The Company: Our client serves institutional and retail investors all over the world, with this role exposing you to long-term savings products such as ISA’s, OEIC’s and Unit Trusts. They employ over 5,000 people, managing £150billion+ worldwide.

The Team: The Phones Teams respond pro-actively to resolve incoming telephone queries from Financial Advisers and direct customers/investors. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and when relevant, to inform investors about other/additional products and services. The main aim is to meet customers' needs, outlined in their initial phone call.

The Role: This post involves taking 30-40 incoming calls. You will be expected to respond to a variety of queries which may include: information on a customer account, the details about a particular product,the resolution and prevention of a problem, in addition to web navigation and online queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. Around 80% of your time will be phone based and the remaining 20% focused on administration requirements. Hours are 9am – 5pm with some flexibility as well as one Saturday per month. The roles available are a mix of permanent and 12 month contracts, with the vast majority of contracts going perm eventually.

Skills / Experience Required: You should have office based customer service or call centre experience, or indeed our client will consider people coming from a retail sector background who want to work in a professional office environment. You must have a stable work history, be confident and enthusiastic on the phone and be able to take the initiative to escalate issues as appropriate. You should have an ‘A’ Level standard education and your attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people who WANT TO LEARN. The in-depth training programme lasts 3 weeks and is ongoing.

Additional Information: The salary is £21,500 and bonus normally amounts to c.£1,600. In addition, for working one Saturday per month at double rate, you would earn an extra c.£1,800 + annual £350 supplement and if you put in 3% into your pension, our client will add a further 13% (£2,795). All in all, your total earnings will be around the £25,000 mark. The main consideration is the progression though - good people can progress quickly if they apply themselves.

Complaints Associate

Ref: arc213

Surrey - Contract

£25,000 inc bonus/overtime

** A genuine opportunity for people with complaints, compliance, claims or any type of investigatory experience to advance their career long-term ** A global Financial Services employer ** Total earnings c.£25,000 ** Impressive complex holding over 1600 people and expanding.

The Company: Our client is a leading Financial Services employer, serving investors all over the world, managing all significant asset classes for institutional and retail investors in long-term savings products - namely ISA’s, OEIC’s and Unit Trusts. They manage £150billion+ worldwide.

The Division: The Customer Relations function is hugely important to the business. The team deal with incoming queries received by email and post as well as some overflow calls transferred by the contact centre and queries that are too technical for the contact centre to deal with. Queries can include anything from basic information requests, fund performance questions, to FSA reportable complaints and highly complex queries.

The Role: In this role, you will provide operational resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers, ensuring you provide excellent customer service. Most of your work will be investigative by nature. The hours are 8-4, 9-5 or 10-6 (your choice) with the opportunity for overtime. Around 70% of your work will be complaints casework and 30% dealing with a variety of telephone queries.

This role is extremely varied, you will be in contact with a variety of people, sometimes liaising directly with customers/investors, sometimes with their Financial Advisers who could be querying commission payments, whilst you will also need on occasion to deal sensitively with deceased account issues. The aim is to not only respond with a level of detail and quality that meets and/or exceeds customer expectations, but to address the root cause of the query, providing appropriate operational fixes to customer accounts, whilst ensuring regulatory requirements are met and all interactions with the customer handled in a timely manner. Around 30% of cases are resolved over the phone. Some of the roles are initially 12 month contracts, some are permanent, but the vast majority of the contract roles turn perm in around 6-9 months.

Skills / Experience Required: Our client is looking for people with previous complaints, compliance, claims or some type of investigation experience. Experience in writing letters is also desirable and you must possess excellent organisation and communication skills with the ability to manage several tasks simultaneously. You should be able to work under pressure, to tight deadlines with accuracy and attention to detail. Other traits sought are a positive attitude, able to empathise and willing to listen, learn and being open to new working practices/procedures.

Additional Information: The salary is c.£21,500 with bonus c.£1,500 in addition and you will be asked to work one Saturday per month, for which you get overtime at double rate, earning you c.£1,800 + a £350 supplement with the flexibility to do more, so your earnings would likely be around £25,000. The pension is very good - if you contribute 3%, our client adds on another 13% (c. £2,800) meaning the package is easily worth around £28,000 with additional life and health benefits.

Mortgage Administrator

Ref: arc414

Surrey - Permanent

£20,000 + bonus c.£2,000

* UK Top 100 Employer. * Expanded massively in recent years and growth set to continue. * Great environment within which to learn and develop with a defined career pathway taking you four steps beyond this role. * Looking for mortgage administration experience or admin background within pensions, investments, protection or banking. *Training is 1st Class.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their field in the UK and expanding into new, related markets through 2018. This company now numbers over 1,000 staff, with a really strong reputation in the market.

The Role: Initially, this role focuses on managing the new business elements of the administration process with the work relating to their Lifetime Mortgage products, or Equity Release as it is commonly known. You will be responsible for providing full administration support and professional customer service to Financial Advisers, partners of the company as well as customers in order to ascertain further information so that policy applications can progress to the point that they then become ‘live’ business. You will be required to update client information and ensure that the completed required administration is managed in accordance with agreed procedures and compliance. Hours are Mon – Fri, 9am – 5pm with possible flexibility enabling 8.30am – 4.30pm.

Skills / Experience Required: You will need to have proven administrative experience, ideally within mortgages or as mentioned above, within Financial Services in general Excellent communication skills are also vital and our client is really keen on people who are highly organised with strong attention to detail and are keen to learn and progress.

If you are looking to develop your experience within a growing organisation that will support you at all levels, including full support in studying for professional qualifications, this is a superb opening.

Additional Information: The salary for this role is £20,000 and bonus c.£2,000. In addition there is an excellent benefits package including pension and life/health benefits.

Paraplanner

Ref: arc429

SW London - Permanent

To £45,000 + bonus

* This client is an award winning Mortgage Brokerage. * The MD is one networks No.1 Mortgage Broker. * We are looking for an established Paraplanner. * CeMAP passes beneficial but not vital. * You will support a Mortgage Broker and work alongside the Office Manager and a growing support team.

The Company: This brokerage has been operating almost 10 years, based a short walk from Putney Bridge and Parsons Green tubes as well as Imperial Wharf and Putney Stations. The Mortgage Broker you would support is the top Broker in one of the UK's largest mortgage networks, so a great person to learn from.

The Role: This role is all about ensuring the client’s expectation are managed throughout the process and their outcome is a positive experience. You will need to package all of the cases correctly before submission, ensuring you have all of the required documentation for both compliance purposes and for the respective Lender. The key tasks will include:

  • Completing all online Agreement in Principle’s and Mortgage Applications

  • Completing all Life Insurance Applications for Providers

  • Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly

  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant

  • Sourcing Mortgage rates for the Mortgage Broker using the Trigold system

  • Sourcing Life Insurance premiums using AssureWeb

  • Arranging for the Solicitor & Valuation fees to be taken where applicable

Skills / Experience Required: Our client is looking for an experienced Paraplanner from any product market, whilst naturally having a preference for those with mortgage experience. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail. Good atmosphere amongst the team, so a positive, professional attitude is really important.

Additional Information: The salary is up to £45,000 doe and bonus c.£1,250 as well as support for further professional qualifications. Hours are 9am - 5pm with some flexibility.

Mortgage Administrator

Ref: arc433

SW London - Permanent

£25,000 - £30,000

* An award winning mortgage brokerage. * The MDis one mortgage networks no.1 Broker. *Open to recruiting a Mortgage Administrator who wants to become a Broker. *Also open to hiring a Junior Paraplanner or Senior Mortgage Administrator who wants to commit to admin/paraplanning. *Any CeMAP passesbeneficial. *Must have a positive attitude with a strong work ethic and a team player.

The Company: This brokerage numbers 7 staff and has been operating almost 10 years and are based a short walk from Putney Bridge and Parsons Green tubes and less than 1 mile from Putney Station.

The Role: This role is all about ensuring the client’s expectations are managed throughout the process and their outcome is a positive experience. You will be liaising with Lenders, Insurance Providers and Solicitors on behalf of clients and providing them with all of the required information. The key tasks will include:

  • Establishing courteous relationships with clients

  • Meeting and greeting all visitors to the office

  • Answering and forwarding all incoming calls to the correct member of the team

  • Completing the Client Completion Packs

  • Raise all new cases on the in-house software - Mortgage Stream, Pipeline and Horizon

  • Ensuring that all case paperwork and client correspondence is up to date and filed away appropriately

  • Liaise with Insurance Providers, Clients, Colleagues and GP Surgeries, dealing with their queries concerning Life & General Insurance applications

  • Getting suitable terms for client from Providers

  • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers

Skills / Experience Required: At the higher end of the salary range, our client is looking for people with significant mortgage administration experience, possibly some paraplanning experience and some CeMAP passes. At the lower end of the scale, some mortgage admin experience is needed and ideally someone who eventually would want to develop into a Mortgage Broker. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail.

Additional Information: The salary is £25,000 to £30,000 with bonus c.£1,250 in addition. Hours are 9am - 5pm with some flexibility.

Quality Assessor

Ref: arc370

Surrey - Permanent

£25,000 - £29,000

An internal promotion means thisestablished, yet expanding FTSE250 company, having grown massively over the last 4-5 years now require a Quality Assessor with CF1 or equivalent to their name. Due to the growth of the business, good people will progress, so this is a great opportunity for someone witha background in quality checking/quality assurance – possibly a verification, compliance, paraplanner or adviser backgrounds will also be considered.An excellent employer and a positive working environment.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2018.

The Role: This position is pivotal to the business, a role where you will be responsible for providing a quality assurance (QA) service ensuring that 'best advice’ and 'best practice’ are adopted within the teams that make direct sales to customers via both field and telephone based advice and in all areas of the company’s procedures and processes. Responsibilities will include:

  • Reviewing an agreed number of customer files per day, and record the results of the assessment.

  • Escalate to the QA and T&C Oversight Manager, areas of systematic weakness where additional resources will need to be allocated.

  • Document and communicate remedial action where risk has been identified by upholding and maintaining standards, including the Best Practice Manual and Suitability Letter Builder.

  • Undertake any project work as required by the QA and T&C Oversight Manager.

  • Develop, maintain and document appropriate monitoring systems and written procedures which facilitate the early communication of risk identification.

  • Contribute towards report writing, collating MI, T&C and other Compliance projects / work.

  • Undertake any project work as required by the Group Compliance Senior Management Team.

Skills / Experience Required: Having CF1 under your belt is an essential requirement (further study will be fully supported). You should have worked within Financial Services, Banking or Insurance and should possess excellent interpersonal, communication and organisational skills.

Additional Information: Salary will be around the £25,000 - £29,000 mark, bonus likely to equate to c.£3,000 and the benefits in addition include pension, life & health benefits and support for further professional qualifications.

Senior Commissions Associate

Ref: arc436

Kent - Permanent

£20,000 - £26,000

Are you numerate with a solid work history and keen to work for a major employer within the UK’s biggest industry - Financial Services? The team is responsible for calculating commission, platform and adviser fees as well as rebates and this company is a global concern. The office numbers around 700 people and has close links to their head office of around 1600 people which is also commutable from the Tonbridge area.

The Company: Our client is a leading Financial Services employer providing long-term savings products and serves institutional and retail investors all over the world. They employ over 5,000 people, managing £150billion+.

The Role: There are two roles available, one on a perm basis, the other being a 12 month contract. This position is based within their Intermediary Customer Remunerations department - this area is responsible for the calculation, reconciliation and payment of all Advisor commission and fee payments. Your responsibilities will include accurately processing business volumes within set standards and in line with procedures and regulatory requirements. You will also take complete ownership of allocated fee and rebate tasks - the key elements of your remit including:

  • Take ownership and become an expert for the fee and rebate functions supported by the ICR team.
  • Resolve queries and monitor mailboxes and work-flows
  • Build and maintain good relationships with internal stakeholders and colleagues
  • Build effective relationships with internal departments including Sales & Finance
  • Close liaison with key stakeholders in the UK, Europe and Asia
  • Daily/Monthly reconciliation and investigation of Fee collections and other control reports
  • Maintain accurate management information
  • Work on projects and business planning to improve service and systems models

Skills / Experience Required: You must have a solid work history that has focused on the use of your numeracy skills. Ideally this would have been within a Financial Services or Customer Service environment, but this is not essential. Our client does however require you to be an effective communicator, accurate and able to pay attention to detail. You should be well organised, possess a strong work ethic and a good command of MS Office, in particular Excel and Outlook.

Additional Information: The salary is up to £26,000 with bonus of c.10% and pension contribution from the company of up to 13%. There are a host of additional benefits including support for professional qualifications as well as life and health benefits.

Sales Support / IFA Administrator

Ref: arc435

Surrey / Middx Borders - Permanent

£19,000 - £24,000

This role represents a great chance for someone with some initial IFA Administration / Sales Support experience who has had exposure to Intelligent Office / Intelliflo, to gradually move into a Senior Administrator and then Paraplanner role. This opening is a real mix of sales support work, getting involved with valuations and around 20% of your time dealing with Front of House duties.

The Company: Our client is an established IFA business operating for over 40 years, currently number 10 staff and they enjoy a very close knit, friendly atmosphere where everyone contributes to a real team effort. Their focus in terms of product is really within individual pensions and investments with some GPP’s schemes also under their management.

The Role: The role as mentioned is split into three parts, around 40% of your time will focus on valuations work, around 40% on other administrative responsibilities and 20% relates to generic Front of House duties. The main duties break down as follows:

  • Producing valuations
  • Post-sales administration work
  • Working on Letters of Authority
  • Taking incoming calls and directing appropriately
  • Sorting a variety of post that comes into the office
  • Occasional client meet and greet responsibilities

Skills / Experience Required: Previous experience with Intelligent Office / Intelliflo is essential and a background in IFA administration / sales support. You must be a good team player, a natural communicator and positive individual.

Additional Information: The salary is up to £24,000 with bonus of c.10%, full exam support, private medical cover, a pension contribution from the company of up to 8%, 23.5 days annual leave and a cycle to work scheme. Working hours are Monday to Friday 8.30am to 5pm.

Stockbroking Support Associate

Ref: arc389

Surrey - Permanent

£23,000 - £26,000

Do you have a broking / corporate actions background? Have you had exposure to Equity/Fixed Income/ETF/Investment Trust asset classes? This client is genuinely a 1st class career option, a company respected across the industry for developing their staff. A fantastic complex to work on, a company keen to take on people with drive and ambition, backing that up with excellent support/training.

The Company: This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business, their Client Services area being at the forefront of that expansion that now sees around 1600 people within their head office.

The Role: The Brokerage Specialist Team are a customer facing team responsible for providing execution only stockbroking support to customers, advisers and various internal teams. They are responsible for a broad range of operational processes and a key part of the role will be liaison with the newly created Trade Operations teams.

The purpose of the role is to provide the best possible phone service to customers; you will also deal with emails and letters/referrals from several internal departments. You will gain and retain a high level of technical, product and procedural competence which can be applied in a practical manner in the calls that you take, and the solutions you find for customers. You will be required to support phone placed orders, deal with calls relating to order placement, deal corrections, corporate action events, as well as account management. Key responsibilities include:

  • Handling Customer and Client inbound and outbound interactions
  • Supporting customers with trading queries but not giving advice or opinion
  • Placement of phone orders including large deals
  • Support brokerage specialist team processes ensuring adherence to company policies/standards in addition to FCA regulations. The focus will be escalations and exception handling relating to trading and settlements
  • Working on error investigations
  • Maintain awareness of stock market conditions
  • Maintain a full understanding of the brokerage proposition and product range
  • Work with the support team to communicate certain corporate actions events
  • Achieving consistently high average call quality scores (gold standard). Most communications come in via email/secure messages, only 10-15 calls per team amongst the team.

Skills / Experience Required: Experience within a broking or corporate actions environment is essential and you should have either the IAQ / IMC or be willing to work towards them. As mentioned, you should have knowledge of the following asset classes - Equity/Fixed Income/ETF/Investment Trusts, be MS Office literate, possess first class communication skills and with some customer service exposure.

Additional Information: This role comes with a salary up to £26,000 and bonus would run to around £2,500 with the pension contributions from our client being up to £3,250. There are also a host of other benefits including a professional study package and free car parking. The team operates 8am – 6pm but most of the team work the early shift of 8am – 4.30pm and one Saturday per month.

IFA Administrator

Ref: arc404

Surrey - Permanent

£19,000 - £25,000

  • A genuine chance to progress from administration through to a Paraplanner or Advisor role long-term.
  • Training and progress through to Diploma status and beyond encouraged

  • Do you have paraplanning, IFA admin or general Financial Services/Banking admin experience? Read on.

The Company: Our client is a renowned private investment and wealth management business that is committed to providing a high level of customer service as well as an incredible support to their employees. They have grown to 12 staff and have a fantastic atmosphere in the office, so team fit is really important.

The Role: You will be expected to work alongside the IFA’s as part of the Administration and Support Team assisting them in the servicing of existing clients, whilst adhering to strict FSA regulations and internal policy and procedure. Excellent training and development is available with full support and encouragement to complete industry qualifications and CPD. The main elements within your brief include:

  • Investment administration and fund switches for a big part of this role

  • Obtaining literature and forms from providers and pre-completing basic client details

  • Contract note reconciliations and maintaining client records

  • Processing new business applications (Investments, Pensions and Life business)

  • Conducting electronic checks for new and existing clients, periodically requesting AML documents from clients

  • Liaise with product providers to ensure all applications are received, completed and attend to outstanding requirements, communicating with the relevant Adviser

  • Handling a variety of customer enquiries

Skills / Experience Required: You should have solid administration experience within the financial services sector – any background dealing with investments, pensions and life products would naturally be an advantage. A good working knowledge of Word/Excel/Outlook is required, a professional and committed approach to work, a drive to develop within the industry and able to work under your own initiative.

Additional Information: The salary for this role ranges from £19,000 to £25,000 and in addition there is 25 days holiday, DIS and Income Protection.

Senior Pensions Administrator

Ref: arc434

Surrey - Permanent

£30,000 - £32,000

GENUINELY EXCITING OPPORTUNITY. This industry leading business is looking to add someone with solid Final Salary pensions administration experience to a hugely profitable team. In amongst a business of over 1000 people, this team of 40 generate half of the companies profit and is seen as vital to the growth of the business through 2018/19. If you have Defined Benefit admin experience and want to be part of something big, this opening has got to be worth looking into.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their main market in the UK and expanding into new, related markets through 2018/19. From managing 15 DB schemes in 2016, this will be over 80 by late 2018.

The Role: This post is partly responsible for supporting the work carried out by their Pension TPA, so the work will be quite varied, meaning that aside from solid Final Salary experience, good communication skills are vital also. The main areas of your remit will include:

  • Checking day to day operational tasks including member queries, monthly funding, reinsurance reporting and data validation
  • Checking the payroll calendar, checking payroll recs to ensure reports are issued to clients and checking the monthly reinsurance reporting
  • Overseeing the provision of scheme factors and transfer values to TPAs for the issue of member quotations and settlement of benefits ensuring internal SLA’s are maintained.
  • Supporting the DB Operations Manager in the daily management of the outsourced TPA arrangements
  • Also supporting the DB Operations Manager in the delivery of two key administration projects to transfer the outsourced administration from one provider to another outsourced provider
  • Undertaking TPA audits and Operational audits of the TPA and incumbent administrators.
  • Tracking and completing any agreed trustee reporting ensuring delivery to agreed dates.

Skills / Experience Required: Naturally, good Final Salary / Defined Benefit pensions administration experience is key. It is essential that you are someone who is client/customer focused, coupled with the ability to manage your own workloads and prioritize a number of different tasks, including projects, based on business volumes and priorities. Any previous supervisory or checking experience would be useful, but not essential.

Additional Information: The salary for this role is around the £30,000 mark with some flexibility possible. There is a healthy bonus in addition as well as a pension scheme, study support and a variety of life/health benefits.

B2B Relationship Manager

Ref: arc117

Surrey - Permanent

£32,000 - £64,000 OTE

Do you have at least 2 years B2B sales or relationship management experience? Do you have a proven track record of achieving results? Do you want to work for one of the most buoyant Financial Services companies in the UK at the moment that has grown impressively over the last few years and is the UK’s No.1 player in this area of the market?

The Company:Our client is a rapidly expanding product provider, focusing on the 'at retirement' sector. This area has been building the last few years and growth is expected to continue long term due to the position of the pensions market in the UK and our client is one of the biggest specialists in this field. Currently numbering 1000 staff and turning over more than £2billion per year.

The Role: In a department of 40-45 people, this role supports the company’s business income strategy for the Independent Financial Adviser (IFA) distribution channel, taking responsibility for an agreed proportion of the business income target. You will be tasked withmanaging business relationships and developing business from a pre-defined panel ofIFA's over the telephone to achieve the delivery of an agreed individual sales plan.

Relationship Managers concentrate on the medium to large size IFA firms around the UK, managing relationship's through outbound calling, looking to generate new business. You have a book of around 300 - 400 IFA's that specialise in retirement advice. You will also take responsibility for under-performing accounts, consulting with them in order to increase business over time. It is essential that you keep up to date with our clients current product range as well as those of competitors to keep ahead of the game.

You will also attend key external Intermediary facing events in order to pro-actively interest with attendees to build awareness of the proposition, products and services and to gain valuable market insight – you would do this approx. once a month.

Skills / Experience Required: Candidates will need to have at least twoyears experience working within a B2B environment on a sales/relationship management basis (Financial Services experience not essential), with a proven track record of achieving results. You should haveexcellent communication skills, be open to studying for professional qualifications, have aclear focus on results and desire to succeed. Examples of backgrounds that would typically be considered for this type of role are those working in Personal Banking, Mortgage Consultants, BDM's, Broker Consultants etc.

Additional Information: This role comes with a basic salary of £32,000 + bonus potential of £16,000 but some of the team achieve 200% of this bonus, meaning income of £64,000 is possible. There is also a significant benefits package, including pension available. A great company to work for and progress within.

IFA Account Manager (B2B)

Ref: arc069

Surrey - Permanent

£25,000 + bonus to £14,000

Highly respected within the Financial Services industry for their customer service and innovation, this client now requires an additional IFA Account Manager to develop business from a panel of IFA's (Independent Financial Advisers). The focus for our client is finding people with experience of B2B sales, irrespective of the market they may have worked in.

The Company: Our client is a big name in Financial Services, their core markets being huge growth areas over the last few years hence their expansion to over 1000 people. Very often this company is a preferred option for IFA's who are looking to assist theirclients. They turnover in excess of £2billion and are the UK’s no.1 player in this area of Financial Services, so that all goes to help you when talking to IFA’s.

The Role: As an Account Manager, you will be responsible for managing relationships and developing business from a panel of IFA's over the telephone. There is a lot of preparation, research and administration work involved in the role as well, so you will be on the phone to IFA’s for around 2-3 hours per day. The focus of your calls is that you are trying to ensure that the quotations for business that these IFA’s have already been provided with are then turned into ‘live’ business. The role involves:

  • Working in tandem with the Sales Development Manager to maximise the maintenance and development of business from key IFA’s.

  • Maintaining a high degree of proactive contact with IFA’s to secure business, driven through a series of outbound calling campaigns.

  • Provide a point of contact for the pre-defined panel of IFA's once they have been quoted and undertake outbound calls in order to convert quotations into applications.

  • Agreeing and implementing an operating plan with the SDM and Key Account Directorsto assist in monitoring the plan and ensure that any required corrective action is taken as necessary.

  • Embed a range of ‘sales messages’ to your panel of IFA’s regarding products and services in order to create the need for further support.

Skills / Experience Required: Candidates must have previous experience within B2B sales/relationship management, ideally within Financial Services or Insurance, but that is not essential. A clear focus on results and quality of service is key and you should be open to studying for relevant professional qualifications, with the company providing all the support you would require.

Additional Information: Offering an excellent basic salary of £25,000 and bonus potential of £7,000. Some of the team will actually achieve the ceiling of 200% of bonus, meaning you can earn up to £39,000 as well as a full benefits package including 25 days holiday, pension, 4 x Death in Service and PMI, this is an excellent opportunity to join a leading organisation going from strength to strength.

Sales Development Consultant

Ref: arc286

Surrey - Permanent

£28,000 - £44,000 OTE

If you have sales and/or account/relationship management experience and want to work for one of UK’s most progressive Financial Services companies in a boom sector, this could be a great option. Absolutely vital is the requirement for B2B experience as you will be dealing with an account of around 2000 Financial Advice firms, ensuring that this companies products are at the forefront of their mind when they are advising their clients.

The Company: Our client is a relatively new name in the world of financial services, but already a market leader, winning numerous service awards and regardedby others in the industry as INNOVATIVE, VIBRANT and PACE SETTERS when it comes to standards of customer service, an important quality for Financial Advisers. The pensions / retirement market is their main area of expertise. They have expanded to 1,000 people in 14 years and turnover upwards of £2billion.

The Role:This team is a function of the business our client is looking tostrengthen. This is a telephone based Account Manager position with a panel of around 2000 IFA’s/Brokers that you will contact regularly to try and acquire business by selling the benefits of our clients products etc. A good portion of the role and the potential success you could have within it comes down to relationship management. The initial focus is to concentrate on those IFA’s that are not traditionally high business producers for our client, therefore they are looking for someone with the ability to gain trust quickly and the relationship management/sales ability to push the products and turn around business. The mainaspects of the role are as follows:

  • To be responsible for obtaining business from a set panel of IFA’s.

  • To work in tandem with field based Key Account Directors to maximise the maintenance and development of business from key IFA’s.

  • To attend key external intermediary facing events in order to pro-actively interact with attendees to build awareness of the proposition, products and services and to gain valuable market insight.

  • To maintain an up-to-date knowledge of both our clients and competitors product ranges, legislative and business developments within the industry.

  • To build strong and productive working relationships with both sales and administration staff at all accounts.

Skills / Experience Required: Account management / sales experience is vital within a B2B setting. You should be IT literate and willing to study towards achieving professional qualifications such as CF8, ER1 and RO4 if not already accomplished. You should have a proven record of target attainment, be organised with a desire to progress within the business.

Additional Information: Our client is looking to pay a basic of £28,000 + bonus of c. £8,000 although some people will be earning 200% of this bonus, so overall earnings of £44,000 are achievable with an excellent benefits package in addition.

IFA Administrator Support

Ref: arc432

London - Permanent

£25,000 - £32,000

An expanding IFA business is looking for an experienced IFA admin/sales support professional to help support one specific IFA within an administration team of 9 people. The role is based around private clients and will expose you to a wide range of products, the role becoming vacant due to an internal move. The main requirement being that you have at least 18 months IFA admin/sales support experience within a similar business.

The Company: This IFA had been established for over 10 years, currently numbers 12 people in total, with this figure set to increase over the next 12-18 months. The office is based within easy walking distance of Blackfriars, Mansion House, City Thameslink, Cannon Street and St Paul’s stations, close to the Millennium Bridge.

The Role: This post is based around providing dedicated support to one Adviser but will also involve assisting in and helping to develop the current processes, liaising with financial providers as well as clients and other relevant third parties. You will be working directly with advisers and their clients on a daily basis and as such, strong attention to detail, good communication skills and a solid work ethic are essential. Your main duties will consist of:

  • Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress reports.
  • Managing the advisers day to day activities
  • Using the In house system “Xplan”.
  • Completing reports and client packs ready for use of the adviser
  • Maintaining pipelines, regularly contacting lenders/providers to facilitate case progression.
  • Working with the adviser to ensure that regulated transactions are compliant, i.e. suitability letters and file notes are completed within the designated time-frame.
  • PA general duties to include - Managing diaries/organising meetings and appointments and dealing with correspondence including phone calls.

Experience/Skills Required: The ideal candidate will have experience of working in an administrative role in financial services, and have the ability to pro-actively support and assist within a team environment. You will have a strong compliance background and have some experience in writing detailed suitability reports. Ideally you will have RO1 – RO4 to your name and be willing to study further. Our client would also like you to be comfortable with MS Outlook, Word and Excel, be highly organised, motivated, efficient, hard-working, a team player and able to follow instruction.

Additional Information: The salary is £25,000 - £32,000 with bonus adding around £2,000 on average.

SIPP Administrator

Ref: arc348

Surrey - Permanent

£23,000 - £28,000

Our client is a major player in financial services, a highly respected organisation and well known for training, supporting and developing their employees. These are fundamentally SIPP based administration roles within one of the fastest growing areas of the business. Our client will consider those with SIPP, DB and DC admin experience as well as strong graduates. Bonus and pension benefits for this role can upwards of £5,500 but it is the role and progress within the business that should be your focus.

The Company: These roles are based within our clients Head Office, holding around 1600 people at present - a good deal of their business comes in the shape of large, corporate pension schemes and SIPP’s play a key and increasingly prominent role in the direction of the company.

The Role: These posts are based within an area responsible for processing all transfer elements within SIPP pensions, this includes cash transfers in, cash transfers out, re-registration in and re-registration out. The role is key to providing uncompromising service to clients of the Retail SIPP - customer service being a core element in the make-up of this business.

Thisarea is growing and business levels are very promising which is why initially our client requires three new Administrators, allon a permanent basis. You will be responsible for ensuring a timely, pro-active and high quality service to clients including updates to procedures through close liaison with a number of internal departments. You will need to organise your own day to day workloads and assist with the planning of the team workloads. You will provide and collate information for regulatory reporting and ensure appropriate escalation of issues to management - especially those that have regulatory/reputational/financial risk.

Experience/Skills Required: SIPP administration experience is naturally a key requirement, anything upwards of 12 months SIPP experience will be considered but in having three roles open, there is flexibility to take on people with Final Salary or Money Purchase pensions administration experience, or indeed a strong graduate/school/college leaver. You should be a self-starter who can demonstrate a good use of initiative, someone who is flexible and adaptable with excellent communication skills and very well organised.

Additional Information: The salary for these roles is to £28,000. Bonus would add around £2,000 and the pension is also worth another £3,250+. In addition, there is life cover, generous holiday entitlement, ongoing training & development and free parking.

Appointment Coordinator

Ref: arc046

Surrey - Permanent

£20,000 + c.£6,000 bonus

This is a chance for someone with telephone based customer service / sales experience to break into the financial services industry's boom market. Note we are not looking for people who have done ‘hard sales’, candidates need to be considerate and empathetic. An expanding business, very successful in this market and able to provide solid, long-term opportunities for people who apply themselves.

The Company: This is a rapidly expandingproduct provider having grown from inception 12 years ago, to around 1,000 people now. This dynamic company provides excellent benefits, a positive working atmosphere and plenty of opportunities for progression.

The Role:This role is crucial to the overall success of the company.You will be responsible forbooking1st appointments for the sales force and this isachieved through both inbound and pro-active outbound calling from warm leads generatedacross all the corporate partners that the company operates with. You will also revisit leads generated previously when the timing was not right for the customer to go ahead. There are NO COLD CALLS involved, all your contact is driven through to people who are aware of the company. There is NO HARD SELL approach as they take Treating Customers Fairly very important and this is not an appropriate market for hard sales tactics.

The post requires energy and a focus on delivering high levels of customer satisfaction together with the ability to ‘sell’ the company’s Service, but as this is a non-advisory role, you are not able yourself to sell the company’s products etc. Additional duties include liaising with the Field Advisers to maintain their diaries and accurate updating of the system. .

Skills / Experience Required: You should be able to demonstrate experience of working within an appointment making environment/call centre and have experience of handling inbound calls and fulfilling customer requirements,selling the service & benefit of appointments. Our client requires a self-starter, happy to work from their own database of work, happy to be on the telephone for 2 hours+ per day, looking to make 4 appointments per day.

Additional Information: The role pays a basic of £20,000 and bonus opportunity of up to £6,000 as well as a comprehensive benefits package including pension.

Senior SIPP Administrator

Ref: arc431

Surrey - Permanent

£25,000 - £29,000

Our client is a major player in financial services, a highly respected organisation and well known for training, supporting and developing their employees. These are fundamentally SIPP based administration roles within one of the fastest growing areas of the business. Our client will consider those with SIPP, DB and DC admin experience. Bonus and pension benefits for this role can be around £6,000 but it is the role and progress within the business that should be your focus.

The Company: These roles are based within our clients Head Office, holding around 1600 people at present - a good deal of their business comes in the shape of large, corporate pension schemes and SIPP’s play a key and increasingly prominent role in the direction of the company.

The Role: These posts are based within an area responsible for processing the core elements of SIPP administration. This role will support the business with systems and projects in order that the company can manage change effectively with minimum disruption to Business As Usual.

As mentioned, the area is growing and business levels are very promising which is why initially our client requires two new Administrators on a permanent basis. The key responsibilities include:

  • Ensuring timely, pro-active and high quality services to Retail SIPP clients including system changes, problem solving, testing and implementing changes successfully through close liaison with all departments where necessary.

  • Represent the Retail Pension Operations team in cross-departmental projects and change initiatives impacting the department. This will involve supporting the full project life cycle from requirements gathering, through all operational readiness stages and to the final implementation ensuring seamless delivery.

  • Fix client records for complex issues e.g. tax reversal, backdated BCE

  • Have a holistic view of issues and find solutions and take corrective actions where required

  • Organise your own day to day workloads and assist with planning the team workload

  • Managing communication throughout the business - providing updates and understanding change

  • Work efficiently to ensure a significant contribution to your team’s target on a daily basis. Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk

Experience/Skills Required: SIPP or DC/DB administration experience is essential. You should be able to problem solve and adapt to change as well as understand the need to share new knowledge, skills and attitudes with the end user. You should be a communicative self-starter, flexible, adaptable to change with good numeracy skills.

Additional Information: The salary for these roles is to £29,000. Bonus would add around £2,100 and the pension is also worth another £3,250+. In addition, there is life cover, generous holiday entitlement, ongoing training & development and free parking.

Administration Support

Ref: arc430

Surrey - Permanent

£15,800 + bonus

This client is looking for someone with some office based administration experience, possibly a recent school/college leaver, someone who is eager to learn, keen to work hard and build a career within Financial Services. This company has expanded from a start-up in 2004 to around 1,000 people and that will only grow as they develop new products and new teams spring up - a great place to build a career.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2018.

The Role: This position is based around providing administrative support, both accurately and efficiently, to ensure customers remain committed to completing the 'customer journey’ and that customers receive the right outcome. Your main responsibilities and duties will include:

  • Dealing with correspondence; filing; distribution/allocation of applications.
  • Allocation of inbound phone traffic to correct location.
  • Logging and distribution of daily post.
  • Weekly cheque processing and banking with Finance department.
  • Production of customer packs and reports.
  • Ensuring customer outputs are produced and issued accurately and timely.
  • Taking ownership of specific administration issues or queries.
  • Creating, recording and updating promptly all customer data ensuring it remains accurate.
  • Establishing and maintaining effective working relationships with sales and administrative staff within the wider business, external providers and ceding schemes.

Skills / Experience Required: As mentioned above, you should have previous office based administration experience, be keen to progress and have a minimum of 5 GCSE’s including Maths and English grade C (or equivalent). You should be willing to pursue any relevant professional qualifications deemed relevant, be literate with MS Office and possess strong communication skills.

Additional Information: The salary is £15,800 and bonus would add around £1,000 year on year. There is also a pension scheme, 25 days holiday, PMI, GymFlex, Cycle to work scheme and Death in Service benefits.

Appointment Coordinator

Ref: arc422

Surrey - Permanent

£20,000 + bonus to £5,000

This is a chance for someone with customer service experience to break into the financial services industry's boom market. Our client is looking for good communication skills, enthusiasm, desire to learn and a considerate/empathetic personality. An expanding business, very successful in this market and able to provide solid, long-term opportunities for people who apply themselves - this is by no means a static role and our client will also consider recent school/college/University leavers.

The Company: This is a rapidly expanding product provider having grown from inception 13 years ago, to around 1,000 people now. This dynamic company provides excellent benefits, a positive working atmosphere and plenty of opportunities for progression.

The Role: This role is crucial to the overall success of the company. You will be responsible for booking 1st appointments for the sales force and this is achieved through both inbound and outbound calling from warm leads generated across all the corporate partners that the company operates with. You will also revisit leads generated previously when the timing was not right for the customer to go ahead. There are NO COLD CALLS and this is NOT A SALES ROLE - all customers are aware of the company and they take Treating Customers Fairly, this is not an appropriate market for hard sales tactics.

The post requires energy and a focus on delivering high levels of customer satisfaction together with the ability to relay the company’s Service, but as this is a non-advisory role, you are not able yourself to sell the company’s products etc. Additional duties include liaising with the Field Advisers to maintain their diaries and accurate updating of the system.

Skills / Experience Required: You should be able to demonstrate experience of working within a customer focused environment. Our client requires a self-starter, happy to work from their own database of work, happy to be on the telephone for 2 hours+ per day, looking to make 4 appointments per day.

Additional Information: The role pays a basic of £20,000 and bonus opportunity of up to £5,000 as well as a comprehensive benefits package including pension.

Senior Pensions Administrator

Ref: arc323

Surrey - Permanent

£25,000 - £29,000

These (four) openings are with a major player in the Financial Services market that is committed to training and developing staff, therefore they are very keen to work with people who want to learn. These posts are open for people with any type of pensions administration background, although DC/Money Purchase experience would be ideal. An interesting area of pensions, focussing on retirement, death, divorce and ill-health cases - all within a growing team of 15. Genuine career prospects.

The Company: Our client is a global entity employing over 5000 people in 24 countries. They administer over £200billion in funds worldwide and this office is a fantastic complex consisting of over 1000 people.

The Role: This part of the company supports and maintains pension administration services for a wide range of corporate clients. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members for specific task delivery. This Retirement Team process retirement, death, divorce and ill-health cases for members of DC pension schemes. The role is key to providing an uncompromising service to clients and members. Main responsibilities:

  • Accurately processing financial transactions for Retirement, Death and Divorce, including cases with Protected Tax Free Cash (PTFC) and Guaranteed Minimum Pension (GMP) calculations.

  • Quality checking PTFC and GMP calculations

  • Organise the day to day planning of your workload.

  • Supporting two other teams linked to the Retirements Team, providing further role diversification.

  • Prioritise and check thoroughly the accuracy and completeness of all aspects of own work and the work of others.

  • Ensure administration work is within the expected standards in productivity, quality and response times

  • Deal promptly and confidently with routine and non-routine enquiries by providing accurate information

Skills / Experience Required: Prior pensions administration experience is absolutely essential. Ideally this experience will be within DC schemes with prior exposure to PTFC and GMP calculations, but this is not essential. You must be a self-starter, keen to learn, able to demonstrate a good use of initiative and can respond rapidly to changing agendas. Strong communication skills are vital as are good numeracy and computer literacy (Excel, Word and Powerpoint).

Additional Information: This role comes with a salary around the £25,000 to £29,000 range. Bonus is worth c.£2,250 and the generous pension worth up to an additional £3,700 + further benefits and study support. Hours are Mon - Fri, 9am - 5pm with some overtime available.

Mortgage Administrator

Ref: arc425

Herts - Permanent

£17,000 - £24,000

This role is based around the administration of a number of mortgage cases, managing those cases from submission to offer and from offer to completion. Whilst mortgage experience is ideal, our client will consider administration experience in any area of banking, insurance or financial services. Over the long-term, if candidates wanted to eventually move into mortgage advising, this company will provide you the opportunity to do that.

The Company: Our client is an established, growing mortgage brokerage which currently numbers 13 staff, rising very shortly to 15 and this expansion is expected to continue slowly but surely.

The Role: This role sits within an administration team of three, this role taking the team to four with possibly one more to join in the not too distant future. You will support two Mortgage Brokers and report into the Practice Manager. You will look after everything that is required from an admin perspective, to ensure that a submitted mortgage case eventually completes, so whilst it is admin based and requires good attention to detail, there are a number of external parties that you will liaise with, so good communication skills are also a necessity. Your main responsibilities are as follows:

  • Administer, prepare and submit mortgage, general insurance and protection applications on behalf of the Mortgage Adviser

  • Manage a pipeline of cases passed on by the Mortgage Adviser

  • Act as a point of contact and dedicated support to clients, as well as Lenders, to ensure mortgage offers are issued as quickly and smoothly as possible

  • Ensure you are building and maintaining rapport with lenders/BDM’s

  • Get to know your way around all ID, bank statements and income verification i.e. Payslips, Accounts, SA302’s, Tax overviews and proof of deposit via bank statements etc

  • Keep up to date with lenders packaging criteria and deal with invoicing and chasing fees

  • Keep up to date with compliance requirements

  • Maintain a paperless office, therefore everything should be scanned and shredded

Skills / Experience Required: Some Financial Services, Banking or Insurance administration experience is required, with our client naturally preferring a mortgage based background. Good communication skills are vital, able to work quickly but with accuracy and an eye for detail being key.

Additional Information: The role pays a basic of up to £24,000 and bonus can add £2,000 over the year. Whilst no car parking available on site, there is plenty of parking available in the local area and the office is a 7-8 minute bus ride from Elstree & Borehamwood station. This is a permanent role and genuinely offers a route into a Mortgage Advisor career if that is the direction you want to take in a couple of years. The hours are Mon - Fri, 9.30am - 6pm.

Pension Complaints Assistant

Ref: arc388

Surrey - Contract

£22,500 - £35,000

If you have pensions experience and are looking to build a career, this is genuinely a 1st class option, a company respected across the industry for developing their staff. Reporting to the Complaints Manager, this post gives you access to a number of areas within the business where you would provide operational resolutions on customer accounts - all based around DC pension scheme members.

The Company: This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business, the DC operation being one of them. A fantastic complex, great place to work and you would enjoy support via ongoing training and development and encouraged to take further professional qualifications.

The Role: The DC Customer Relations Team provides support to all DC full service clients/schemes/members in the resolution of queries relating to all aspects of servicing. In this role, you will provide operational resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers. This role is extremely varied and you will be expected to respond to a number of different types of concerns; from advisers querying fund charges to dealing sensitively with deceased customer issues. Responsibilities include:

  • Aiming not only to respond with a level of detail and quality that exceeds customer expectations, but to address the root cause of the query, providing appropriate operational fixes to customer accounts
  • Handle all interactions with the customer in a timely manner and ensure all regulatory requirements are met
  • Identify improvements that can be made to processes and procedures to prevent future occurrences
  • Working on a portfolio of account issues, with colleague support.
  • Ensure written responses demonstrate diplomacy and empathy whilst being concise and outcome orientated
  • Work to deadlines, aiming to keep complaints from being referred to the Ombudsman with timely escalation of high-risk cases to your Manager
  • Explaining UK products and procedures clearly and simply whilst promoting our clients brand values
  • Ensuring appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk

Skills / Experience Required: You must have previous DC WorkPlace pensions administration experience and be looking for something different with a little more variety. You should be passionate about customer service and have the ability to act as a highly competent client contact for administrative and resolution purposes. FA2 and CF1 qualifications are preferable, or a willingness to work towards them

Additional Information: This role comes with a salary of£22,500 - £35,000 and bonus would run to around £3,000 with the pension contributions from our client being up to £4,000. There are also a host of other benefits including a professional study package and free car parking.

Retirement Services Advisor

Ref: arc428

Surrey - Permanent

£21,500 + c.£5,500 package

This role represents a genuine opportunity for people with customer service or sales experience to work for one of the world’s largest Financial Services companies. This experience should be within the Financial Services, Banking or Insurance sectors.

The Company: Our client is a leading Financial Services employer providing long-term savings products and serves institutional and retail investors all over the world. They employ over 5,000 people, managing £150billion+.

The Role: In this role, you will take incoming phone calls from direct customers and IFA’s. You will be expected to respond to a wide range of enquiries which may include information on a customer account, the details about a particular product, the resolution and prevention of a problem, in addition to web navigation and online queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets, so in line with this you would promote additional products and services, only where appropriate.

This role also requires handling written correspondence and making outbound calls to resolve queries, as well as some complaint handling. The amount of phone time versus customer relations work will vary depending on business needs, but as a rule of thumb, around 70% of your work will be based around technical queries and around 30% of your time will be complaints/casework. Key areas of your remit are as below:

  • Take incoming phone calls within agreed performance and quality standards

  • Make outbound calls to resolve customer queries in a timely fashion

  • Demonstrate high levels of customer focus

  • Remain motivated and focused towards achieving individual, department and company performance goals

  • Always interact in a professional and friendly manner, making sure all aspects of the request are fully addressed and provide relevant additional information as appropriate

  • Make outbound calls to customers and IFA’s to promote additional products and services, seeking feedback

  • Recognise ‘key signals’ from customers on enquirers so as to proactively promote products and services

  • Complaint handling

Skills / Experience Required: Our client is looking for people with proven customer service or sales experience, ideally within a Financial Services/Banking/Insurance environment. The ability to listen and question effectively is very important, as is a confident and enthusiastic manner on the phone. Attention to detail and an analytical mindset are also sought after attributes.

Additional Information: The salary is £21,500 with bonus c.£1,600 in addition. The pension is very good – if you contribute 3%, our client adds on another 13% (almost £2,800). There are additional life and health benefits and the opportunity to work overtime. Hours are 9am – 5pm and a requirement to work one Saturday per month, for which overtime is paid.

Call Centre Caseworker

Ref: arc421

Surrey - Permanent

£21,500 - £22,500

A first rate opportunity for someone with an investigative approach and experience within a call centre or complaints environment - this needs to be within Financial Services/Banking/Insurance. A role involving inbound calls, complaints casework and product/service promotion. This really is a superb company within which to build a long-term career.

The Company: Our client serves investors all over the world and they also administer a wide array of corporate pension schemes. They employ over 5,000 people, managing £150billion+ worldwide.

The Role: This team plays a large part in first line customer care. Along with the Customer Relations/Complaints area, they respond pro-actively to resolve incoming call queries from direct high net worth customers. The role of the department is to provide support and information to customers investing with the company; to assist in resolving any queries; and to actively promote products and services.

The role involves taking incoming phone calls from Direct high net worth customers. You will be expected to respond to a variety of different types of enquiry, which will include: information on a customer account, the details about a particular product, the resolution and prevention of a problem, in addition to web navigation and online queries. Your key responsibilities will include:

• Take incoming phone calls within agreed performance and quality standards.

• Making outbound calls to resolve customer queries as well as to talk to customers and IFA's to promote additional products and services.

• Ensuring calls are resolved to the satisfaction of the customer.

• Always interacting in a friendly and professional manner - making sure all aspects of the request are fully addressed and provide relevant additional information as appropriate.

• Explain relevant products and procedures clearly and simply.

• Complaint handling and developing a strong understanding of products, procedures, systems and customer needs through ongoing training.

Skills / Experience Required: You should have proven customer service or sales experience gained within either a call centre or complaints environment - ideally within a Financial Services/Banking/Insurance business. You should possess the ability to listen and question effectively, be comfortable in working in a structured environment, demonstrate flexibility and be able to work well under pressure with a positive attitude at all times.

Additional Information: The salary for this role is up to £22,500 with bonus adding c.£1,700 and a pension contribution from the company of up to £2,925. Monday to Friday, 9am - 5pm with a requirement to work one Saturday per month, for which you receive a £350 annual supplement and overtime, so the package is worth approx. £28,000 at the upper level. A fantastic working environment surrounded by good people although the main attraction as we see it is the role itself and the progression possible within the business.

Pensions Correspondence Asst

Ref: arc383

Surrey - Contract

£20,000 - £23,000

This is a genuine opportunity to break into a global Financial Services company and work your way up the ladder. Very well known for developing staff, lots of projects and secondments regularly handed out, so a great employer to work for if you want to progress. DC pensions experience would be ideal, but this is more about finding three people who are well organised, good communicators, willing to learn with a proactive approach.

The Company: This is a leading Financial Services employer, serving investors all over the world and the Pensions Correspondence Team are tasked with responding to emails and correspondence from pension scheme members, IFA’s, Administrators and various authorised contacts.

The Role: You will be responsible for responding to client and member contacts in relation to the administration and servicing of their DC pension account. This will include:

  • Responding to emails and correspondence, including letters of authority and setting up administration requests - making sure all aspects of the request are fully addressed.
  • Provide up-to-date information on a wide variety of subjects, including plan details and member account information. Other subjects will relate to product information, valuations, investment fund options, fund prices and market news.
  • You will also get exposure to changes in allocation and balance switches, also changes in the allocation of future contributions.
  • It is vital that you keep your knowledge up to date, utilising information provided by your Line Manager but also using the intranet, regular member magazines and mailings etc.

Skills / Experience Required: You will ideally possess some previous pension’s knowledge, although this is not essential. What is key is that you possess excellent administration, organisational and communication skills, coupled with a proactive approach, an enquiring mind and a willingness to learn. Previous telephone based customer service experience would also be an advantage.

Additional Information: Salary is up to £23,000 with bonus likely adding £1,500 - £2,000 and the pension is worth up to £3,000. Probably more important is that you will be trained to a high level with a view to progressing within pensions and the company in general. Our client is very keen on people who want to learn.

Pensions Customer Services

Ref: arc371

Surrey - Permanent

£22,000 - £23,000

This role represents a genuine opportunity for either a recent graduate with some work experience or people with office based customer services or call centre experience, to work for a global Financial Services company - if they can show enthusiasm, energy and the ability to multi-task. There is a c.10% bonus and 13% pension, taking the package to over £28,000.

The Company: Our client serves investors and pension scheme members all over the world, they employ over 5,000 people, managing £150billion+ worldwide.

The Team: This area of the business is expanding quickly - currently consisting of 40 people and expanding to around 50 as demand for this service increases. The Phone Teams respond pro-actively to resolve incoming phone call queries from Financial Advisers as well as direct customers. We have placed one of the Managers you would report to and in turn their Senior Manager and can assure you this is a superb management team to work for, excellent people with great reputations and very good at developing people.

The Role: This post involves taking incoming phone calls, resolving any queries that generally consist of contribution changes, fund transfers, updating member details etc.

You start off with around 3 week’s intensive training on the products, systems and customer service in general. Our client is very hot on putting the customer first, so having this mind-set is crucial. You will provide callers with up-to-date information on a wide variety of subjects related to the members account - such as investment fund options, fund prices, general queries on processes and forms relating to transfer and switches as well as future fund allocations.

Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customer's expectations.

Skills / Experience Required: Our client has two options here - they are looking either for people with proven office based customer service or call centre experience with a stable work history. The alternative is to consider recent graduates who are confident, enthusiastic, work well under pressure and are able to take the initiative to escalate issues as appropriate.

Additional Information: The salary for this role is £22,000 - £23,000 and bonus would add around £2,000 and the pension can also add c.£3,000 plus a variety of other benefits. The main consideration is the progression though, good people can without doubt, progress if they apply themselves. The hours are shifts of 8am - 4pm, 8.30am - 5pm and 9am - 5.30pm with some flexibility.

Senior Call Centre Associate

Ref: arc420

Surrey - Contract

£24,000 - £26,000

A first rate opportunity for someone with an investigative approach and experience within a call centre or complaints environment - this needs to be within Financial Services/Banking. Whilst initially a 12 month contract, there is every chance this role will go perm or you will move internally into another perm post as this office has around 1600 people and they encourage development. This really is a superb company within which to build a long-term career.

The Company: Our client serves investors all over the world and they also administer a wide array of corporate pension schemes. They employ over 5,000 people, managing £150billion+ worldwide.

The Team: This team provides services to the companies Wholesale and Nominee business, taking responsibility for their reporting, transactional, legal and ad-hoc requirements.

The Role: The role is complex, varied and involves handling all contact with the customer through inbound and outbound calls, written correspondence, e-mail and other media. These queries are wide ranging but can include: deal queries, information on a customer account, details about a particular product, investigation and resolution of a problem, in addition to web navigation and online queries. Every contact with a customer should be seen as an opportunity to meet the business goal of acquiring new, and retaining existing assets. As part of this you would be expected to promote additional services where appropriate, with a priority for automation alternatives. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers’ expectations. Your key responsibilities will include:

• Take incoming phone calls and respond to correspondence within agreed performance and quality standards

• Recognising 'key signals’ from customers or enquirers to pro-actively promote products and services

• Ensure all "contacts" (calls, emails or written correspondence) are "owned" and resolved to the satisfaction of the customer and the company ensuring escalation where appropriate

• Remain highly motivated and focused towards achieving set individual, department and company performance goals

• Develop a strong understanding of the companies products, procedures, systems and customer needs through receiving relevant training

• Build and maintain key "one to one" customer relationships

• Work closely with the relevant Sales and Marketing Teams, UK Retail Liaison as well as other Operational and Client Service areas

Skills / Experience Required: Our client is ideally looking for people with a commitment to customer service, maybe from a call centre or complaints background within Financial Services or Banking. Any relationship management experience would be beneficial, a confident telephone manner as well as excellent planning, prioritisation and organisational skills.

Additional Information: The salary for this role is up to £26,000 with additional bonus and a pension contribution to 13%. A fantastic working environment surrounded by good people although the main attraction as we see it is the role itself and the progression possible within the business.

Governance & Control Manager

Ref: arc418

Surrey / Kent - Contract

£30,000 - £34,000

This company is a great business within which to build a career and for this role they are looking for someone with a governance/compliance/analytical background to help improve management reporting to ensure the relevance and value of governance activities. Whilst initially a 12 month contract, there is a good chance the role will go permanent, it is rare that good people are let go, so other avenues could well open up during your tenure.

The Company: Our client serves investors all over the world and they also administer a wide array of corporate pension schemes. They employ over 5,000 people, managing £150billion+ worldwide.

The Role: The division that this role sits within is responsible for a broad range of operational processes on behalf of their European Retail business and as the Governance & Control Manager, you will support the Associate Director and Head of Retail & Pension Operations by delivering aspects of the governance and control framework covering regular management reporting, communication, action follow up, oversight of BCP, Audit, Compliance and Risk and provide further support on ad hoc initiatives as required. Key responsibilities include:

  • Developing and continuously improving management reporting to ensure relevance and value of governance activities
  • Ensuring the provision of regular reporting including inputs to GOC reports, Headcount variance reporting, Goals dashboard, Functional area updates and Project activity recording.
  • Preparing risk, audit & compliance pack for Operations monthly SLT risk meeting
  • Maintaining the Risk dashboard and provision of risk data for Goals and UBOC reporting
  • Oversight of risk, audit and compliance action points working with process and functional owners to reach timely resolution.
  • BCP governance, as well as the maintenance of BCP playbook and co-ordination of BCP initiatives and actions
  • Support on ad-hoc initiatives e.g. Town Hall presentations, data gathering and analysis, ad-hoc reporting

Skills / Experience Required: Ideally our client is looking for previous governance and control experience gained within Financial Services or another regulated environment. You must have strong attention to detail, proven analytical organisation skills, coupled with strong numeracy and written presentation abilities. A can do attitude and the desire to make things happen and take ownership are also important considerations.

Additional Information: The salary for this role is up to £34,000 with additional bonus and a pension contribution to 13%. A fantastic working environment surrounded by good people although the main attraction as we see it is the role itself and the progression possible within the business.

HNW Investment Client Support

Ref: arc399

Surrey - Permanent

£25,000 - £27,500

There are one, possibly two openings within this Blue Chip employer for people with investment and customer service/sales experience. This role interacts with new enquirers and existing investors in order to promote, develop and retain personal investment assets. Mainly a telephone based role but the position also provides regular exposure to clients face to face in their London office for 1-2 days per month and people in this role often progress into relationship management roles within the business.

The Company: This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business. They employ well over 5,000 people worldwide and this role will see you based in two of their major office complexes, totalling over 2,000 people altogether.

The Role: This team is responsible for marketing our client’s products and services to individual retail investors who are happy to make their own investment decisions – including their Wealth Brand aimed at high net worth investors. The team offers general guidance largely via online investment tools, but does not offer individual financial or investment advice. Products include OEICs, Unit Trusts, Investment Trusts within and outside of ISA/PEP and SIPP wrappers.

The role will be varied and in addition to pro-actively making calls as a result of numerous campaigns, you will also be expected to respond to a variety of different types of enquiry which may include: information on customer accounts, details about a particular product,the resolution and prevention of customer facing issues, in addition to web navigation and online queries. This role requires a high level of self-driven initiative and the ability to learn and develop new skills and knowledge to meet the client’s requirements. Key responsibilities include:

  • Supporting existing customers and enquirers by pro-actively contacting them during their investment journeys to create a seamless customer experience.
  • Identify individual customer needs and promote relevant products and services in line with those needs; generating direct enquiries and referrals to the appropriate business segment.
  • Act as a continual improvement champion; delivering excellent service through the identification and escalation of customer issues to the correct departments, providing support where required.
  • Knowledge of products, systems and services offered by the company including the website, account management and sufficient technical understanding to guide customers to pilot systems and processes.

Skills / Experience Required: It is essential that you have proven experience in providing an excellent level of customer service, ideally within investment/banking/financial services and this could be from within a phones based role or face to face. You should be confident in dealing with senior stakeholders and presenting M.I and reporting analysis. You should also be comfortable with meeting customers face to face on occasion and possess strong MS Office skills, particularly MS Excel and Outlook. To do well in the role, you must be highly organised, accurate, able to work in a fast paced environment and be a multi-tasker.

Additional Information: The salary is £25,000 - £27,500, bonus adds c.£3,000 and the company contributes c.£3,250 into your pension. There is a superb study support package also in place.

Customer Services Rep

Ref: arc295

Surrey - Permanent

To £22,000+bonus+allowance

A genuine chance of progression - this client has expanded by around 20-25% in terms of workforce over the last 2-3 years to around 170 employees. If you want to utilise your customer service/call centre skills, take on some administrative responsibilities and ultimately progress through an expanding business, this client gives you the tools to achieve that. Graduates with some customer service work experience are also considered.

The Company: Our client is a highly professional financial services company who base their customer services model on just that, first rate customer service as opposed to the hard sell. Mortgages and Investment are their key markets with two of these roles initially based within the investments team and one within the mortgages function.

The Role: The current requirement is for 3 people to join the Customer Service teams currently numbering around 25 staff. The focus is on servicing existing customers with regard to their mortgage or investment accounts. Initially you will get to grips with the administrative element of the role and then gradually gain exposure to the calls from brokers and customers. The teams generally split their week between admin days and calls days, alternating through the week. As a business, their focus is very much on providing first class customer service with a requirement that potential candidates can show a "Customer Comes First" focus. Gradually the intention is that you would be cross-trained, so if you initially start within the investments function, you would eventually be trained on the mortgage side of the business and then progress into other more specialist teams within the company. The main elements of the role include:

  • Maintain an up to date knowledge of all products and services offered by the company
  • Dealing with customers on a daily basis both over the phone and via email
  • Pro-actively following up enquiries via marketing and the website
  • Carrying out market research and analysis of results when necessary
  • Dealing with all general special tasks and projects that are customer related
  • Calling customers to up-sell products
  • Liaise with external suppliers and maintain business relations with third parties as required

This role works within a rota system of Monday to Friday 8am - 5.30pm, so you would work for 7.5 hours between these times. There is a requirement to work, on average, one Saturday per month and those hours are 9am – 12pm for which you get 1.5 x hourly rate.

Skills / Experience Required: As mentioned above, our client will consider recent graduates with some customer service experience and for those with work experience, a background in financial services, banking or insurance would be ideal alongside solid customer service/call centre experience. Good MS Office experience is required, along with good communication skills, an eye for detail and the ability to work accurately within a fast paced environment.

Additional Information: This is a great opportunity for career progression. Salary is £20,000 to £22,000 along with an annual bonus, good company benefits inc. Pension and professional study sponsorship.

Senior Compliance Consultant

Ref: arc230

Oxford: HOME BASED - Permanent

£35,000 - £42,000

For those who have a strong compliance background, are good communicators, are mobile and would like the opportunity to work from home, this is a fantastic option. Our client is growing in terms of size and reputation, are becoming very well known amongst IFA's, Insurance Brokerages and Mortgage Advisors and this appointment will help to move the company on. A great opening for someone with ambition.

The Company: Our client is a management consultancy specialising in financial services compliance and regulation. Providing consultancy services to over 100 small to medium sized firms on a regular basis, their clients are IFA’s, general insurance brokers and mortgage advisers, who are regulated by the FSA.

The Role: This business prides itself on their ability to offer plain language guidance and to communicate in a friendly and relaxed manner, making compliance both interesting and enjoyable. A primary objective is to give clients pragmatic support and assistance to help them meet both their business objectives and their regulatory commitments. For this particular role, clients could be based in the Midlands, the South-West, London and as far North as Manchester. For that reason, we are looking for someone probably based in the South Midlands to Oxford region. Consultants should be prepared to work anywhere in the UK and spend on average 2-3 nights away per month. Initially you will work closely with senior management/Directors and shadow them whilst gradually assuming responsibility for client accounts, gaining autonomy in around 12 months. Key responsibilities include:

  • Manage accounts involving regular visits to clients
  • Research and write client briefings on rule changes
  • Conduct compliance audits and file checks
  • Give constructive feedback and general support to clients on regulatory issues
  • Work closely with clients supporting them with T&C issues
  • Continue to develop knowledge of compliance issues
  • There will also be a need to study for industry qualifications.

Skills / Experience Required: You must have a strong compliance track record with an in-depth knowledge of retail investment products. You should possess the ability to digest and communicate complicated rules and regulations as well as having a good understanding of the FSA Handbook relevant to small firms. Naturally you are expected to have superb interpersonal skills, a collaborative approach and high quality presentation skills. Our client is looking for candidates with G60 to their name and someone who isLevel 4 qualified.

Additional Information: This role comes with a salary of up to £42,000 with discretionary bonus and pension on top. There is also, as you would expect a generous petrol allowance. There is also the potential for this person, once comfortable with the role, to develop accounts and bring in additional Consultants to manage, so our client is very happy to take on people with ambition.

Compliance Oversight Manager

Ref: arc400

Nottingham - Permanent

£40,000 - £45,000

A really interesting opportunity to take on the compliance responsibility for a relatively young company that consists of an IFA arm with £10m funds under management (FUM)and a discretionary investment management arm with £15m FUM. Whilst the overall business numbers 12/13 staff, your focus will concern the 7 advisory staff within these two parts of the group. Ideally you would beLevel 4 Qualified and looking to take on a role where you can help the company develop long-term.

The Company: This group started in 2013 and has been continually evolving. Expansion plans in development currently include growth of its digital and social media marketing activities, growing the regulated advisory and investment management teams as well as launching new investment products. Centralised services such as compliance and administration/brand management and financial controls are also being developed.

The Role: Your overall remit will include keeping up-to-date with regulatory developments, advising senior management of FCA related and other regulatory issues and of any changes to the FCA rules. You will produce an annual compliance report for senior management and manage the firm’s relationship with the FCA. Responsibilities will cover the following:

  • Approved persons - Ensure that all new Approved Persons receive FCA approval before commencing duties. Formally review job descriptions / key tasks for all Approved Persons at least annually.
  • Compliance Monitoring - Ensure that the firm has adopted a risk based approach to compliance monitoring. Ensure findings from client file reviews are recorded as part of the firm’s management information and reacted to by senior management, where necessary.
  • Selling Practices - Ensure all staff are aware of the FCA requirements on selling practices. Monitor the review of client files to ensure regulatory requirements are being met.
  • Complaints handling - Review complaints against the firm, dealing with them in accordance with the FCA complaints handling rules. Ensure all staff are aware of the firm’s complaints handling procedures.
  • Financial Promotion - Ensure financial promotions are approved in line with FCA rules. Annually review financial promotions to check that the information contained therein remains valid and compliant.
  • Training and Competence - Ensure that any new recruits and / or approved persons are subject to proper supervision. Ensure all relevant individuals are subject to on-going supervision and assessment.

Skills / Experience Required: It is essential that you have a strong compliance background anddetailed knowledge of FCA rules. Ideally this experience will have been gained within an IFA/Wealth Management environment and will include detailed knowledge of retail investments.

Additional Information: The salary for this role is in the £40,000 - £45,000 range. Will consider home working options and possibly a 3 or 4 day week arrangement, dependent on the person.

Call Centre Associate

Ref: arc354

Kent - Permanent

£21,500 + bonus c.£1,500

This is a genuine opportunity for people with office based customer services or call centre experience, to work for a global Financial Services company. If candidates can show enthusiasm, energy and the ability to multi-task, there are real prospects for promotion to a Senior Associate role, paying £25,000 in around 12-18 months.

The Company: Our client serves investors all over the world, managing all significant asset classes for institutional and retail investors in long-term savings products - namely ISA’s, OEIC’s and Unit Trusts. They employ over 5,000 people, managing £150billion+ worldwide.

The Team: This area consists of around 250 people. Each team plays a large part in first line customer care. The Phone Teams respond pro-actively to resolve incoming phone call queries from Financial Advisers as well as direct customers. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and to actively promote the products and services. THERE IS NOW A NEW ACADEMY SYSTEM IN PLACE THAT PROGRESSES GOOD PEOPLE THROUGH THE RANKS - SO ACHIEVERS WILL BE AT SUPERVISOR LEVEL IN AROUND 18 MONTHS.

The Role: This post involves taking around 40-60 incoming phone calls from direct customers and Financial Advisers. You will be expected to respond to a variety queries which may include: information on a customer account, the details about a particular product, the resolution and prevention of a problem, in addition to web navigation and online queries.

Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customer's expectations. Around 80% of your time will be phone based and the remaining 20% focused on administration requirements.

Skills / Experience Required: You must have proven office based customer service or call centre experience. You must have a stable work history, be confident and enthusiastic on the phone, work well under pressure and be able to take the initiative to escalate issues as appropriate. You should have an 'A’ Level standard education and we should stress how important your attitude will be - enthusiasm, energy, punctuality and the ability to multi-task are paramount.

Additional Information: The salary for this role is £21,500 and bonus, on average, would add around £1,600 and the pension can also add c.£2,750 plus a variety of other benefits. The hours are 9am - 5pm and you will need to work one Saturday per month, but for this you would get double time and there is the option for additional overtime.

Customer Relations Support

Ref: arc355

Surrey - Permanent

£21,500 + bonus c.£1,500

This role represents a genuine opportunity for people with complaints or compliance experience or indeed any technical call centre experience to work for one of the world’s largest Financial Services companies.

The Company: Our client is a leading Financial Services employer that provides long-term savings products and serve institutional and retail investors all over the world. They employ over 5,000 people, managing £150billion+ worldwide.

The Division: There are 1,500 people in this office and around 100 in Customer Relations. The Customer Relations team is client facing, dealing with all incoming queries received by email, post as well as those transferred from other areas. The work can include anything from basic information requests, fund performance queries, to FSA reportable complaints and complex queries.

The Role: In this role, you will provide resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers.The hours are 9 – 6 with the opportunity for overtime. Around 70% of your work will be based around technical queries and around 30% of your time will be complaints/casework focused.

This role is extremely varied and you will be expected to respond to varying types of enquiry; from advisers querying commission payments to dealing sensitively with deceased account issues. The aim is to not only respond with a level of detail and quality that meets and/or exceeds customer expectations, but to address the root cause of the query, providing appropriate operational fixes to customer accounts. Key areas of your remit are as below:

  • Investigate and resolve all cases allocated to you by your Team Manager.

  • Work efficiently to ensure a significant contribution to your team’s targets on a daily basis.

  • Develop a relevant understanding of systems and undertake operational account amendments on them.

  • Undertake ‘verification’ activity for both written client correspondence and account amendments made on operating systems.

  • Explain UK products and procedures clearly and simply whilst promoting the company’s brand values.

  • Ensure appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk.

Skills / Experience Required: Our client is looking for people with previous complaints or compliance experience or indeed people with a call centre background who have handled technical queries. Experience in writing letters to clients/customers would be ideal and you must possess excellent organisation and communication skills (written and verbal) as well as the ability to manage several tasks simultaneously. You should be able to work under pressure, to tight deadlines with accuracy and attention to detail. An experienced user of Microsoft Word and Outlook and a basic knowledge of Excel is also required. Graduates with some relevant office experience will be considered.

Additional Information: The salary is £21,500 with bonus c.£1,500 in addition. The pension is very good – if you contribute 3%, our client adds on another 13% (almost £3,000). There are additional life and health benefits and the opportunity to work overtime.

Customer Services Support

Ref: arc380

Surrey - Permanent

£21,400 - £24,000

This client is looking either for a recent Graduate who is motivated and keen to forge a career or someone with call centre experience, ideally within Financial Services, Banking or Insurance. This company has expanded from a start in 2004 to around 1,000 people and that will only grow as they develop new products and new teams spring up – a great place to build a career.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2017.

The Role: As first point of contact for customers, it will be your job to deliver a great customer experience. You will be positive and helpful, and make doing business - easy, efficient and pleasurable. This is a wide ranging post – you will provide an administration, telephony and underwriting service that supports the sales distribution model for our clients entire suite of products. Your responsibilities will include:

  • Answer queries from customers using a variety of media including, telephone, web and chat.
  • Accurately communicate technical aspects.
  • Make calls to third parties (e.g. solicitors, intermediaries and GP surgeries) to ensure customers are in receipt of their income or mortgage funds within a reasonable time period.
  • Produce quotes and/or re-quotes over the telephone.
  • Liaise between departments to ensure all queries are dealt with efficiently and result in the best customer experience.
  • Liaise with internal & external customers and third parties to ensure relationships are developed and maintained.
  • Help drive improvement measures in the team; being proactive in management-led strategies

Skills / Experience Required: Our client will consider two types of person. Someone who has relevant experience gained in a contact/call centre environment preferably within Financial Services, Banking or Insurance. Alternatively, they will consider recent Graduates who are motivated and keen to build a career in Financial Services. All applicants should have a minimum of 5 GCSE's, or equivalent, including Maths & English (A-C Grades).

Additional Information: Salary is £21,400 to £24,000 and bonus is likely to add around £1,500 + pension and a variety of life and health benefits. There is also a study support programme in place.

New Business Administrator

Ref: arc259

Surrey - Permanent

£20,000 - £22,000 plus bonus

An expanding business, bringing new products to market. An employer that promotes staff development.This is a business that has adapted to changes in the Financial Services marketplace and is intent on strengtheningtheir position as the Number 1 player in this field. This is an administrative post that could give you an excellent grounding in the business and expose you to opportunities as new products are developed and new teams are formed. Previous administration experience essential, ideally within Financial Services.

The Company: Our client is looking to expand from their current mark of around 1000 staff. In their two main product lines, they are the UK's no.1 provider, from dozens of established competitors. They have a superb reputation in the market and are known for developing staff within the business.

The Role: A great opportunity for someone ideally with some stable administrative experience who is a good team player and eager to learn. This is a busy, fast paced environment where the teams are encouraged to work hard, but also to have fun doing so in a positive, upbeat department. You will provide agreed level’s of customer service and admin support to a variety of contacts – introducers, partners and customers. This all relates to applications for Annuity products and will involve liaising with / chasing these contacts to ensure all the information required is present in order to turn these applications into ‘live’ business.

Skills / Experience Required: Ideally you would have experience in administration within Financial Services, but our client is open to strong admin background from within other industries. Our client is looking for someone who will fit really well into the team dynamics, a good team player, eager to learn and take on new challenges with strong communication skills. The team is quite fast paced, so it is important that you can adapt to work volume spikes and still meet deadlines. Accuracy is also important, so keen attention to detail would be of value.

Additional Information: The salary is up to £22,000 and in addition there is a bonus of c.£1,600 and an extensive benefits package including pension.

If you want to make your mark within an industry leader, a company that is expanding very healthily and can offer excellent opportunities, then this role could be ideal.

The New Business Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 20 years experience in this field. Areas of expertise include pensions, sales support, employee benefits/group risk, compliance, flexible benefits, paraplanners, underwriting, customer services and IT related roles. We predominately focus on London and the Home Counties, although we have also been successful in offering national solutions and overseas. Check the website and feel free to call Darren Snell at any time.

Pensions Administrator

Ref: arc406

Surrey - Permanent

£20,000 - £24,000

Two new openings with this award winning product provider to work on a wide range of policy/contract events from an administrative angle. Pensions experience is essential. Lots of variety and real potential for moving up through the ranks into a number of roles within the Operations Division.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their field in the UK and expanding into new, related markets through 2017. This company now numbers over 1,000 staff, with a really strong reputation in the market.

The Role: This position focuses on a number of pensions based administrative procedures, including policy cancellations, policy re-writes, updating policies with additional funds and processing ad-hoc drawdowns. You will also work on the finalisation of policies that are maturing, policy conversions and overseeing policies that require an escalation of payments. In addition there are wide array of policy amendments that require work at any one point in time and you will also help create annual statements for customers.

Skills / Experience Required: Pensionsadministration experience is essential andcustomer service experience would also be an advantage, but the admin background will be our clients focus at this point. It will also help if candidates are keen to study for professional qualifications such as CF1, FA1 and FA2 if you don’t already possess them.

Additional Information: The salary for this role is up to £24,000 and bonus likely to add around £2,000. Pension contribution from the company can at this level reach £2,400 + a variety of life and health benefits as well as study support.

Retirements Administrator

Ref: arc409

Newport, IOW - Permanent

£15,000 - £16,000

This role represents a genuine opportunity for people with administration experience, to work for a global Financial Services company. If candidates can show enthusiasm, energy and the ability to multi-task, there are real prospects for long-term development.

The Company: Our client serves investors all over the world and they also administer a wide array of corporate pension schemes. They employ over 5,000 people, managing £150billion+ worldwide.

The Role: In an office of around 35 staff, this role fits within our clients Retirement Service Team, this is a telephone based service that provides advice/guidance to customers who are looking to convert their pension pots into retirement income, or indeed make use of a lump sum. Your role is to help the team generate income by preparing client files, welcome packs and application packs. You will also process new business applications and chase business to completion, so whilst an administration background is essential, so to are good communication skills. You will liaise with the Adviser and Guided Teams in order to reduce duplication of effort and ensure that all clients are well managed in a timely fashion. This work must all adhere to FCA and other regulatory guidelines, all of which is taught in the first few weeks of training.

Skills / Experience Required: You must have proven office based administration experience, possess good communication skills and be comfortable with MS Office (Word, Outlook, Excel). You should be numerate and be able to work both independently and as part of a team. We should stress how important your attitude will be – enthusiasm, energy, punctuality and the ability to multi-task are paramount.

Additional Information: The salary for this role is £15,000 - £16,000. The main consideration is the progression though, good people can progress quickly if they apply themselves.

Senior Compliance Consultant

Ref: arc230

Midlands: HOME BASED - Permanent

£35,000 - £42,000

For those who have a strong compliance background, are good communicators, are mobile and would like the opportunity to work from home, this is a fantastic option. Our client is growing in terms of size and reputation, are becoming very well known amongst IFA's, Insurance Brokerages and Mortgage Advisors and this appointment will help to move the company on. A great opening for someone with ambition.

The Company: Our client is a management consultancy specialising in financial services compliance and regulation. Providing consultancy services to over 100 small to medium sized firms on a regular basis, their clients are IFA’s, general insurance brokers and mortgage advisers, who are regulated by the FSA.

The Role: This business prides itself on their ability to offer plain language guidance and to communicate in a friendly and relaxed manner, making compliance both interesting and enjoyable. A primary objective is to give clients pragmatic support and assistance to help them meet both their business objectives and their regulatory commitments. For this particular role, clients could be based in the Midlands, the South-West, London and as far North as Manchester. For that reason, we are looking for someone probably based in the South Midlands. Consultants should be prepared to work anywhere in the UK and spend on average 2-3 nights away per month. Initially you will work closely with senior management/Directors and shadow them whilst gradually assuming responsibility for client accounts, gaining autonomy in around 12 months. Key responsibilities include:

  • Manage accounts involving regular visits to clients
  • Research and write client briefings on rule changes
  • Conduct compliance audits and file checks
  • Give constructive feedback and general support to clients on regulatory issues
  • Work closely with clients supporting them with T&C issues
  • Continue to develop knowledge of compliance issues
  • There will also be a need to study for industry qualifications.

Skills / Experience Required: You must have a strong compliance track record with an in-depth knowledge of retail investment products. You should possess the ability to digest and communicate complicated rules and regulations as well as having a good understanding of the FSA Handbook relevant to small firms. Naturally you are expected to have superb interpersonal skills, a collaborative approach and high quality presentation skills. You should also be at least Level 4 qualified, preferably AFPC (Or equivalent).

Additional Information: This role comes with a salary of up to £42,000 with discretionary bonus and pension on top. There is also, as you would expect a generous petrol allowance. There is also the potential for this person, once comfortable with the role, to develop accounts and bring in additional Consultants to manage, so our client is very happy to take on people with ambition.

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Testimonials

  • Darren recruited me for my current position as a Communications Officer. Immediately he proved himself to be communicative, empathetic and focussed.

    He could relate to my concerns as a jobseeker, promptly returning calls and emails, even if there was nothing new to share. When I had to leave the UK for an emergency, he was very understanding and worked with the client to reschedule my interview.

    Darren also provided excellent advice on interview preparation, which was instrumental in helping me land the job.

    CANDIDATE - A Communications Specialist

    Accepted a Comms Officer role with a UK Top 100 Employer in Surrey

  • Darren is a rarity amongst recruiters - someone who promises not to flood you with useless CVs and delivers on that promise. He worked hard to understand my needs but also my constraints, and engaged with the candidates to ensure that difficult conversations were avoided. I will have no hesitation in using him again

    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

    Had asked ARC to help recruit a Flex Team Administrator

  • ARC have been one of our preferred recruitment agents since 2006 and Darren has always been very diligent in finding the right candidates. His knowledge of the FS industry is invaluable and this together with his determination to find the perfect person, makes the whole recruitment process less onerous.

    CLIENT - Head of Marketing & Administration @ a financial technology company

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

    CANDIDATE - seeking move from Investment Mngt into an IFA firm

    Placed candidate into a Paraplanner role in Surrey/South London

  • Darren is by far the best recruitment consultant I have ever worked with. Was always on hand to answer my questions honestly and efficiently whilst being approachable and friendly. I cannot recommend Darren highly enough for anyone seeking a recruiter who will listen to your requirements and deliver.

    CANDIDATE - A Marketing Comms Exec

    Accepted a Senior Marketing Exec role with a leading product provider

  • Darren enabled me to secure a position in April 2011, following his advert on LinkedIn. He helped me with how to approach the interview stages, and gave examples of what questions I might be asked. He also provided regular updates and is a really friendly chap - highly recommended!

    CANDIDATE - A PA/Paraplanner

    Accepted an IFA Coordinator role with a retirements provider in Surrey

  • Darren helped me to secure a position with a leading life assurer in Surrey. What most impressed me was his simple yet extremely effective approach throughout, including interview preparation, answering questions and also providing me with helpful advice. Thank you once again Darren, you are very good at your job.

    CANDIDATE - A maths related Graduate looking for an analytical role

    Accepted a pensions related Analyst role in 2011

  • Darren helped me secure my job as a Sales Manager. I found Darren very helpful throughout, keeping me informed of progress and providing me with the insight, knowledge and details to properly prepare myself for the interviews

    CANDIDATE - A Customer Services Manager

    Accepted role as a Sales Manager in 2011 for one of the UK's top employers

  • Darren is always professional to deal with. He knows his market, is knowledgeable about the industry, finds the right person for the right job and makes it look easy. He keeps in touch over the years and doesnt put any pressure on. I would recommend Darren to anyone looking to recruit in Financial Services.

    CLIENT - Sales Support Manager, Scottish Equitable (ARC also helped as a Candidate)

    ARC placed sales support staff into their team in Sussex and also aided their own job search

  • I would not hesitate to recommend someone to Darren at ARC for their recruitment requirements. His knowledge and expertise sets him aside from the rest and he treats each case with care and enthusiasm. Whenever anyone asks if I know anyone I always suggest they contact Darren to help them

    CANDIDATE - who later recruited IFA Admin staff as a client through ARC

    Accepted an IFA Admin role after working as a Pensions Administrator in Surrey/Sussex

  • Darren kept me informed with every step of the process; providing excellent advice in preparation for interviews, and was attentive after the job interviews. In the end he guided me with the negotiations and I got the job and could not be happier. Highly recommended

    CANDIDATE - A public health graduate in 2012

    Accepted role as a Research Analyst within an underwriting unit in Surrey

  • Darren was a great asset in my job search. He provided friendly, positive and helpful advice, was in regular contact, constantly updating me on the application progress. There was very short notice for interview but I have never felt so well prepared. Thank you for all you have done!

    CANDIDATE - An Analyst Programmer in 2012

    Accepted a .net Developer role with a niche FS technology solutions consultancy

  • Darren is an excellent recruiter who intuitively knows the requirements of both client and candidate and is able to match them up accordingly. He kept me informed over the course of the process and was always on hand to answer any additional queries I had

    CANDIDATE - A Pensions Associate Consultant looking for an analytical role in 2012

    Accepted role as an Analyst for a pensions provider in Surrey

  • Darren was exceptional from the start of the recruitment process to it's conclusion. I was always kept informed, and when I needed guidance on particular issues, Darren's professional approach was invaluable. I would recommend his services withouth hesitation

    CANDIDATE - A Ph.D Qualified Statistician

    Accepted a Longevity Risk Analyst role with a leading life assurer in 2012

  • Darren contacted me about a software development opportunity at F&TRC and helped me secure the position. He maintained a friendly but professional attitude throughout the process which made him very easy to speak openly to. His communication was excellent and I would not hesitate to recommend Darren to others.

    CANDIDATE - A Senior Software Developer

    Accepted a .net Developer role with a niche FS technology solutions consultancy in 2012

  • Thank you so much for being so helpful and very quick in helping me find a job. Darren has made sure he has kept in contact making sure he communicates to me about an y upcoming job. I was actually lucky for the first job that he put me forward for, i was successful and will be starting next week. I am so grateful for people like Darren as it makes looking for a job in this time so easy and less stressful. I would recommend ARC and Darren highly and have already passed his details over to friends looking for work

    CANDIDATE - A Customer Services Rep in London

    Accepted a Calls Coordinator role with a Provider in Surrey

  • Darren has been a great help in finding me a new position. He has kept me informed throughout the whole process and was always on hand to answer any questions or queries I had.

    I would highly recommend Darren, especially to any underwriters out there who are considering looking for a new role.

    CANDIDATE - A Lancs based Medical Underwriter

    Accepted a Home Working Underwriter role

  • I recently worked with Darren during my recruitment process.It was a pleasure to work with him, he was very helpful, responsive to all my questions and was able to quickly and effectively resolve all the issues I had.He proved very supportive throughout which resulted in me getting the job. I highly recommend him as an excellent consultant, Darren provided a consistent and trustworthy service, gaining a good understanding of my needs and objectives and worked professionally to assist me in achieving them.

    CANDIDATE - A Marketing Communications Coordinator

    Placed into a Marketing Consultant role for a City based provider in 2013

  • Having dealt with numerous Recruitment Agencies over the last six months, Darren was a breath of fresh air. Friendly yet professional, helpful and really made an effort to ensure I was fully aware of the role and company before and during the interview process. Can't recommend Darren and ARC highly enough.

    CANDIDATE - A Senior Customer Services Trainer

    Placed into a Technical Customer Service role with a major Fund Manager

  • I have experience with using different employment agencies and none are comparable to the service that Darren Snell provided, all communication was prompt, he actually cared about whether i got the job or not, provided all information (with more than enough time for preparation) I needed and gave me tips to help me be successful in applying for the role. He was always available any time I called and i greatly appreciate his services and would recommend anyone seeking employment to request him.

    CANDIDATE - A Customer Services Associate

    A graduate with banking experience placed with leading Fund Manager

  • ARC Consulting have changed my career for the better in more ways than one, through their impressive eye for talent and selection of oppurtunities that suit the candidate. I have gone from an intern to full member of staff in three months, thanks to their ongoing support. The opppurtunities afforded to me have been amazing from start to finish, and now I'm settling into to a rewarding job with fantastic future prospects.

    CANDIDATE - Recent graduate placed initially in an internship

    Impressed hugely, then offered PERM Risk Analyst post

  • Arc have not only come to our rescue once, but twice! We have been incredibly impressed with the swift service provided and the level of candidates put forward. Finding suitable employees in our sector (Financial Planning) in our rural area can be very tough; but Darren and his team delivered. We also felt reassured that Arc were in constant contact with us and were able to update us and our candidates with accurate information all the way through the recruitment process. As and when we recruit in the future, we will certainly turn to Arc.

    CLIENT - Only Chartered IFA business in Rutland

    Asked ARC to find a Paraplanner and Trainee Paraplanner for their remote location

  • Darren was very helpful throughout the recruitment process. From giving me a detailed toolkit that brought me up to speed on my prospective employer, to giving me sartorial advice for interview day. I can honestly say Darren's dedicated service put me at an advantage and was a major reason why I'm now employed in one of the top investment management firms in the country.

    CANDIDATE - Had moved back to the South-East, looking for a role with long-term opportunities

    Accepted a role that mixes complaints investigations with technical query resolution

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