Financial Services

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Active Recruiting Consultants Ltd

is a niche recruitment consultancy providing ethical, effective, high quality recruitment solutions since 2001.

Financial Services Jobs

Lead Broker Marketing Exec

Ref: arc350

Surrey - Permanent

£32,000 - £38,000

Our client is an established, yet expanding financial services company, having grown massively over the last 4-5 years. This represents a superb opportunity for someone with B2B intermediated marketing experience to really make their mark within an industry leading provider.

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 moving into new, related markets.

The Role: Based within a vibrant, expanding Marketing Dept, the purpose of this role is to help design, develop and implement relevant marketing activities that support their IFA / Financial Intermediary initiatives and plans. The main responsibilities within that remit include:

  • Working with other members of the team, you will collate, analyse and interpret appropriate relevant campaign management information.
  • Ensure that, in working with other key marketing stakeholders, you help to optimise customer journeys and deliver ROI.
  • Support the group change programme and projects that are being deployed by the Marketing Dept.
  • Design and develop relevant marketing materials, initiatives and campaigns to support the achievement of appropriate business targets and strategic network partnerships.
  • Work with other marketing team members to ensure high quality materials and support are provided to IFA’s / Financial Intermediary’s.
  • Ensure all materials are compliant and meet the needs of key stakeholders

Skills/Experience Required: Our client is looking for someone with a marketing or business related degree and ideally, Financial Services marketing experience. At the very least, you will have some B2B intermediated marketing experience. You should have some campaign management and evaluation experience and possess good verbal, written and numeracy skills.

Additional Information: The salary for this role is up to £38,000 with an excellent benefits package and bonus adding around 7.5% to 10%.

Lifetime Mortgage Administrator

Ref: arc414

Surrey - Permanent

£18,600 - £20,500

If you have solid administration experience, irrelevant of sector, this could be an opportunity to break into Financial Services within a company well known for developing staff and helping them to progress. The training is first class, another reason why they are able to recruit people without a Financial Services background. Whilst this is an admin role, there is a lot of liaison involved with external contacts, so good communication skills are vital.

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: Initially, six additional Administrators are required due to growth within this part of the company, 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 Advisor's, 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.

Skills / Experience Required: You will need to have proven administrative experience and excellent communication skills. It is also essential that you 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 up to £20,500 and bonus c.£1,600. In addition there is an excellent benefits package including pension and life/health benefits.

Customer Resolution Associate

Ref: arc413

Isle Of Wight - Permanent

£14,000 - £16,000

This role represents a genuine opportunity for either people with recent customer services experience within a professional environment or recent graduates with previous customer services experience. This is an opportunity 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 is in the Transaction Resolutions Team, part of our clients Customer Services area. The purpose of this team and the role, is to quickly and efficiently review, and where possible resolve, unclear instructions received from customers or Financial Advisers. You will review the customer instruction and undertake initial investigations to see if you can resolve the query internally through the use of existing information. Where a query cannot be resolved internally, you will contact the customer/adviser, usually be telephone and if this is not possible, in writing. Your role is to ensure that all interactions with the customer are handled in a timely manner and with a quality of response that fully meets or exceeds the customers expectations.

Skills / Experience Required: You must have proven office based experience that has involved customer interaction. Our client will also consider recent graduates who again have had previous customer service experience. You should have an analytical and methodical approach to investigations and problem solving, possess good communication skills 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 £14,000 - £16,000 with additional bonus and pension benefits. The main consideration is the progression though, good people can progress quickly if they apply themselves.

Legal Assistant

Ref: arc382

Surrey - Permanent

£21,000 - £24,000

Do you have conveyancing experience or possess a legal/law degree or diploma? Alternatively, our client will consider a recent graduate who is able to pick up complex information quickly. This growing Financial Services business is looking for someone to assist with the provision of legal services for the company, including the conduct of title insured conveyancing work. Excellent option for those looking for progression long-term.

The Company: Our client specialises in lending and retail savings and is authorised by the PRA and regulated by the FCA. They have expanded in recent times by around 25% in terms of staff headcount as product demand increases.

The Role: Your remit is to assist the Legal Services Department from an administrative perspective, to enable the business to provide first class, efficient Legal Services. Your main responsibilities will include the following:

  • Conduct legal conveyancing work for and on behalf of our client, including re-mortgage work, further advance work and redemptions.
  • Maintain general control of the deeds relating to properties under mortgage to our client, including their receipt, checking and despatch.
  • Assist the Legal Services function, including administrative systems, financial recording systems and appropriate filing systems.
  • Conduct interviews and appointments as necessary to fully and properly discharge duties.
  • Assist with the mentoring, development and training of new/existing staff members.
  • Attend internal or external meetings as required,

Skills / Experience Required: You should either have conveyancing experience or hold a legal/law degree or diploma. The alternative option for our client is to recruit a recent graduate who they feel will be able to take on board a lot of complex information and pick things up quickly. This is a role that involves a lot of complex administration work but also a good degree of external liaison with various 3rd parties, so good technical and communication skills are essential.

Additional Information: The salary is up to £24,000 for those with experience and a good, recent graduate is more likely to start around the £21,000 mark and progress from there. There is a bonus as well as a comprehensive benefits package in addition.

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.

Investment Brokerage Associate

Ref: arc389

Surrey - Permanent

£23,000 - £26,000

Do you have a broking / share dealing / 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 stock-broking 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, not giving advice or opinion
  • Placement of phone orders including large deals
  • Support brokerage specialist team processes ensuring adherence to company policies/standards and FCA regulations. The focus will be escalations and exception handling relating to trading and settlement
  • Maintain awareness of stock market conditions
  • Maintain full understanding of the brokerage proposition & product range
  • Work with the support team to communicate corporate actions events
  • Achieving consistently high average call quality scores (gold standard)

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 and possess first class communication skills.

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.

Claims Handler

Ref: arc266

Surrey - Permanent

£22,500 - £25,000

An expanding business, currently looking to fill a significant number of additional posts to the business across several departments. Our client urgently needs to bring in an additional Claims Handler, someone who will deal with sensitive cases, handling death claims, liaising with legal bodies on divorce settlements etc. Must have previous death claims experience.

The Company: Our client, in their main product lines, are the UK's no.1 provider from dozens of established competitors and with new products being developed and new teams regularly being put together, there are serious progression prospects across the business for people that apply themselves.

The Role: The aim of this role is to deliver a quality business processing service in relation to our clients Annuity, Drawdown and Long Term Care products. Customers will be using this service at very difficult times, generally following a bereavement or divorce, so whilst the work is very interesting, it requires a high level of communication skills as well as diplomacy and empathy. The main elements of this role include:

  • To build rapport with people quickly and have a good way with words.

  • To conduct a data gathering service to make informed decisions on who should receive on-going benefits, following the death of a customer and deal with claimants or legal representative queries.

  • To process requests from customers wishing to transfer their fund values to another product within the business or to another Annuity provider, either during the term of the policy or at maturity.

  • To liaise with legal bodies on divorce settlements and pension sharing orders.

Skills / Experience Required: Previous death claims experience is absolutely essential, ideally this should include previous exposure to pensions, possibly annuities, but that would be viewed as a bonus, not an essential requirement.

Additional Information: The salary ranges from £22,500 to £25,000 doe and in addition to the basic salary there is a bonus of c.7.5% and an extensive benefits package.

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.

Lead Content Marketing Exec

Ref: arc411

Surrey - Permanent

£32,000 - £34,000

This company is a great firm to work for if you have good people skills, the ability to work to tight deadlines and are a team worker. If you can couple that together with campaign management experience, anunderstanding of SEO and PPC andCMS experience,then this business is well known for supporting staff, providing solid development guidance and openings do come up further up the chain as the companyexpands at a healthy rate.

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 role comes around as two maternity employees are now job sharing, creating this gap. The main remit is to design and develop creative multi-media marketing content that can be utilised across all owned, earned and paid-for digital channels. The main accountabilities include:

  • Design, develop, implement and measure all relevant multi-media activities that support our clients digital plans.
  • Ensure all activities undertaken adhere to the relevant policies and procedures of the business, is within their risk 'appetite' and is approved according to the appropriate compliance procedures.
  • Working with other members of the team, collate analyse and interpret appropriate relevant campaign management information.
  • Work with other key marketing stakeholders to ensure you optimise customer journeys and deliver ROI.
  • Design and develop new films, infographics, copy, etc that brings to life a range of concepts and ideas for both advisers and end consumers.
  • Working with digitalcolleagues to ensure digital information is provided in a compliant,engaging, comprehensive and helpful format.
  • Working alongside marketing colleagues, ensuring all assets developed comply with appropriate brand and web content processes and procedures and that assets are appropriately managed and measured.
  • Ensure the assets developed support brand positioning and deliver ROI.

Skills / Experience Required: Good marketing skills including campaign management and evaluation are needed, as is an understanding of SEO, PPC andexperience with CMS (WordPress, Magento orEpiserver). Any Google Analytics or relevant FaceBook/Twitter experience would also be useful. You should have good numeracy skills, adept at building working relationships, a team worker, hard worker and able to work to tight deadlines.

Additional Information: The salary for this role is up to £34,000 and bonus potential is up to 20%. In addition there is an excellent benefits package including pension and life/health benefits.

Pensions & Tax Administrator

Ref: arc397

Surrey - Permanent

£19,000 - £20,000

A great opening for someone with pensions administration experience who is looking for a role that will give them the opportunity to build a career. Our client is expanding the business, increasing turnover to more than £2billion and winning awards on a regular basis. The requirement is for someone who is highly organised, pays a lot of attention to detail and is focused on delivering good customer service.

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: The focus for this position is to provide administration support and agreed levels of customer service considering at all times how to achieve the best customer outcome. This area puts a lot of importance on being a team player whilst also being able to work independently and as one of the Administrators, you will be responsible for a variety of back office functions, covering a range of different payments. Your functions and responsibilities will include:

  • HMRC Submissions & Exceptions
  • Tax queries, including manual payments and tax adjustments
  • Policy changes and payment queries
  • BACS rejects, returned payments and monthly manual payments
  • Recovery of overpayments - post claim
  • Expression of wish forms & requests
  • P60 production and distribution/queries
  • Power of attorney administration

Skills / Experience Required: Pensions admin or technical experience is our client's first consideration - after that it is essential that you possess excellent organisational and communication skills and naturally pay attention to detail. You should be willing to learn and be able to work in what can be a fast paced environment that works to deadlines.

Additional Information: This role comes with a salary of up to £20,000 plus bonus of c.£1,500 as well as pension and excellent career/study support.

Assistant Manager

Ref: arc344

Surrey - Permanent

£28,000 - £35,000

This is a great chance for a supervisor either with a contact centre background or a pensions/financial services background to progress to Assistant Manager level and ultimatelybeyond that. Our client is a major player in financial services, a highly respected organisation and well known for investing in and developing their staff. Our client administers numerous large DC pension schemes and this area provides telephone support to IFA’s and pension scheme members.

The Company: This role is based within our clients Head Office, an impressive complex in fabulous surroundings. Corporate pensions and investments are their key areas and as a company, they employ over 5,000 people worldwide.

The Role: This post is based within the DC Operations Contact Centre. You will oversee 10-15 DC Phones Associates within a Department that numbers around 40 staff. This area takescallsfrom pension scheme members and IFA’s who have a query relating to the administration of their DC pension. As an Assistant Manager, our client wants this person to manage the day to day activity within the team by monitoring call flows, capacity planning and assessing business priorities in order to meet SLA’s. You will deal with complaints and escalations, process related query resolutions and get involved in call coaching and ensuring compliance.

Our client is looking for this person to lead by example, shaping the team and driving a customer service culture, motivating the team as well as monitoring, measuring and managing team performance. You will need occasionally to make yourself available to assist the team with queries and problem resolution and ensure there is sufficient cover in place to ensure all areas of work/processing are adequately monitored at all times. Another responsibility is call quality monitoring, both remotely and side by side to enhance the team’s all-round performance. You will also be encouraged to put forward ideas for improvements to the environment, service, procedures and relationship with other areas of the business.

Experience/Skills Required: The ideal scenario for our client is to find someone with supervisory experience within a a pensions contact centre. The likely scenario is that they would recruit either a supervisor within a pensions/financial services background or a supervisor from within a different type of contact centre. Confident communication skills are essential and ambition to progress within the business.

Additional Information: The salary for this role is up to £33,000 with some flexibility for the ideal candidate who has pensions contact centre management experience. In addition, the realistic bonus is around £3,000 with pension adding c.£3,750. In addition there is life cover, generous holiday entitlement, ongoing training & development and free parking.

Sales Administrator

Ref: arc412

Surrey - Permanent

£18,000 + bonus c.£2,500

If you have recent administration experience, this could be a really good option – an opportunity to work for a company well known for developing people, they really try to maximise your potential. The role is based around supporting the sales team and it’s management with various clerical tasks.

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: The vast majority of our clients business comes in via Financial Advisers and this role is an important part of that sales process, backing up the sales team to make sure everything runs smoothly. Your main responsibilities will include:

• Taking responsibility for undertaking a variety of sales related administration.

• Acting as a repository for sales data and to be able to analyse and deliver information at short notice.

• Provide a point of contact for the Management of the Sales team for the delivery of ad-hoc administrative tasks as they occur.

• Help maintain an up-to-date base-level knowledge of Group systems and products.

• Operate within standard procedures and compliance guidelines.

Skills / Experience Required: Excellent administration and office skills are required, including an in-depth knowledge of all current MS Office applications. A clear focus on results, quality and service is essential – our client puts a huge amount of importance on customer service and in many ways, in this role you need to view the sales team as your customers. They want to see a desire to succeed, are not afraid of ambition and are looking for the ability to actively manage diverse administrative responsibilities whilst maintaining a high degree of enthusiasm.

Additional Information: The salary for this role is up to £18,000 and bonus potential is up to 20%. In addition there is an excellent benefits package including pension and life/health benefits.

Digital Marketing Executive

Ref: arc410

Surrey - Permanent

£22,000 - £28,000

If you have recent digital marketing experience, this growing company will give you the support and development guidance you require to move up the ladder and genuinely build a career for yourself within this discipline. New products and teams are being created regularly, so prospects there are excellent and there is a really positive atmosphere within the business.

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: There is a lot of variety within this role – initially the focus would be the work that revolves around page expiries on their various websites, so experience with Google Analytics and Tag Manager would be very welcome. It is also important that this person understands SEO and has had previous exposure to FaceBook, Twitter, Hootsuite etc. The main accountabilities within this role are as follows:

  • Develop, implement and measure all relevant digital marketing activities that support our clients digital plans.
  • Ensure all activities undertaken adhere to the relevant policies and procedures of the business, is within their risk 'appetite’ and is approved according to the appropriate compliance procedures.
  • Work with other members of the team, collating, analysing and interpreting relevant campaign MI.
  • Working with other marketing stakeholders, manage content for non-Financial Intermediary websites.
  • Work in partnership with key stakeholders to ensure web content processes/procedures are adhered to and assetsmanaged.
  • Working with the analytics team to help develop adequate and appropriate monitoring of web analytics.
  • Working alongside other members of the digital marketing team, continuing to evolve and develop digital marketing capability, including SEO, PPC and display.

Skills / Experience Required: Good digital marketing skills and an understanding of relevant CMS systems and Google Analytics is really important. In addition, our client requires a creative approach to both problem solving and communications, good people skills, a hard working and flexible attitude, good numeracy skills and ideally the ability to write at publication level standards.

Additional Information: The salary for this role is up to £28,000 and bonus potential is up to 25%. In addition there is an excellent benefits package including pension and life/health benefits.

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.

Mortgage Administrator

Ref: arc408

Hampshire - Permanent

£18,000 - £25,000

This is an opening for someone with previous mortgage administration experience to support a Director of a growing IFA/Mortgage Brokerage currently numbering around 25 staff.

The Company: Our client’s business was established just over 10 years ago and whilst this role focuses on the mortgage side of the business, our client also has other Directors/Advisors that focus on Life, Protection, Pension and Investment business.

The Role: The opening is for a Mortgage Administrator to support one Director with all of the administration required from the business they write and of course clients built up over the years. There will also be some compliance responsibility – in the past our client has taken on people with minimal mortgage experience, but this time the Director wants someone with enough experience that they can make the Director aware of any potential compliance issues they see, and naturally if this person was new to the industry, they would not be able to do that. The initial main duties include:

  • Processing new business files.

  • Updating client records.

  • Obtaining valuations and annual review reports.

  • Chasing providers for documentation and updates.

  • Liaising with clients and mortgage lenders to ensure mortgage applications proceed smoothly.

  • Client maintenance, including switch instructions.

  • Ad-hoc requests from Advisers, which could include file preparation, scanning, drafting letters, client contact/follow up - so there will be client contact, hence a need for good communication skills.

You will also provide cover on occasion for all areas of the office, which will include post, answering telephone and a variety of general office duties.

Skills / Experience Required: We are looking for someone who has previous mortgage administration experience. You must be positive, professional and have exceptional attention to detail.

Additional Information: The salary for this role is up to £25,000 – the role being offered on a full-time basis, Monday to Friday, 9-5pm. The office is around a 15 minute walk from the nearest station, but there is a bus stop opposite our client’s office and free parking available. There is also a discretionary bonus and a pension available.

IFA Administrator

Ref: arc404

Surrey - Permanent

£19,000 - £27,000

  • A genuine chance to progress from administration through to a Paraplanner or Advisor role

  • Training and progress through to Diploma status and beyond encouraged

  • Do you have paraplanning, IFA admin or general Financial Services 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 11 staff and this will shortly grow to 13 with this role and a Paraplanner soon to be appointed.

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

  • Working on Investnow actions and queries

  • Contract note reconciliations and maintaining client records

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

  • Handling a variety of customer enquiries

  • Ongoing administration and support for existing clients as well as helping ouw with scanning and filing requirements.

Skills / Experience Required: You should have solid administration experience, ideally within the financial services sector – any background dealing with investments, pensions and life products would naturally be an advantage, but not essential. 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 £27,000 and in addition there is 25 days holiday, DIS and Income Protection. The big thing though is the opportunity, to develop long term into a qualified Paraplanner or indeed an Advisor.

Pensions Customer Services

Ref: arc371

Surrey - Permanent

£22,000 - £23,000

This role represents a genuine opportunity for 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 18 people split into 2 teams but now looking to add another 9 people overall 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 the Manager 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 around 35-45 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/school leavers with an 'A’ Level education who, like the more experienced options, 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 to £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 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.

Marketing Executive

Ref: arc405

Surrey - Permanent

£30,000 - £35,000

An exciting opportunity has arisen within this growing Financial Services company for someone with marketing collateral experience within Financial Services. Excellent company to develop with, they have expanded the workforce by around 25% the last 2-3 years as product demand grows. You will organise the copy-writing, design, proofing, production and distribution of marketing materials for the company to include literature; direct mail; advertising; emails; newsletters; exhibition kit and promotional goods.

The Company: Our client specialises in lending and retail savings, the office now numbering around 160-170 people, with a reputation for developing staff. The business has recently re-branded and so they are looking for consumer facing marketers to help drive their new customer acquisition strategy. Further expansion is planned and they are putting their digital marketing and analytics at the forefront of the business strategy.

The Role: Within a team of 8, you will take on responsibility for driving all customer acquisition campaigns across Digital channels: PPC, SEO, DR Optimisation and Social. As Marketing Executive, you will play a fundamental role in supporting the Marketing Manager to manage and deliver the overall plan, as well as playing a lead role when it comes to creating marketing collateral and campaigns. Our client wants to see a passion for marketing and possession of broad channel knowledge, as well as having the confidence to make performance related recommendations. You will be responsible for:

  • Organising the copy-writing, design, proofing, production and distribution of marketing materials - to include literature; direct mail; advertising; emails; newsletters; exhibition kit & promotional goods

  • Support frequent and business critical product launches, withdrawals and refreshes across both mortgages and savings, updating literature and web content as relevant.

  • Ensure that existing materials and content (web and off-line) are regularly reviewed and then updated or withdrawn as necessary.

  • Write copy for both web and off-line, ensuring tone of voice guidelines are followed and all communications are clear, fair and not misleading to customers.

  • Assist with the planning, implementation and monitoring of marketing campaigns that help cross/up sell to existing customers and drive warm, cost-efficient and quality prospects to the websites and New Business Team.

  • Assist with the organisation of on-site and off site exhibitions, workshops and seminars, including promotion and logistics.

Skills / Experience Required: Candidates must be able to create engaging marketing collateral (copy writing, proofing ad production) and generate results from their campaigns, ideally with a background in Financial Services. You should have experience of coordinating cross-channel marketing campaigns and be able to juggle multiple projects and prioritise effectively in an often fast-paced environment with competing pressures.

Additional Information: The salary range for this role is £30,000 - £35,000 with pension, bonus and a variety of additional benefits.

Call Centre Associate

Ref: arc365

Isle Of Wight - Permanent

£14,000 - £16,000

This role represents 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 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 Team: This team consists of 7 Calls Handlers, dealing on average with around 20-25 calls each per day, playing a large part in first line customer care. The team responds pro-actively to resolve incoming queries from Financial Advisers as well as direct customers and Administrators, in the main relating to a customer wishing to take out all or part of their pension’s savings.

The Role: Your role is to ensure that the customer is fully informed about the consequences of their proposed decision and that they understand the importance of their tax coding to the payment that they will receive. It will be your responsibility to process agreed requests promptly and accurately. Our client places a huge amount of importance on customer service and you will be expected to ensure these standards are met and policies/procedures are adhered to. Your key responsibilities include:

  • Take incoming calls within agreed performance and quality standards

  • Demonstrate high levels of client focus

  • Ensure calls are resolved to the satisfaction of the client and the business

  • Always interact 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 whilst promoting company values

  • Pro-actively develop an awareness of the regulatory environment in which the company operates, the "Treating Customers Fairly" framework, and the impact this has on the delivery of customer service solutions

  • Develop a strong understanding of company products, procedures, systems and client needs through receiving relevant training

  • Keeping required knowledge up to date with the information provided both by your line manager as well as other means such as the Intranet

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. 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 £14,000 - £16,000. The main consideration is the progression though, good people can progress quickly if they apply themselves.

Pensions Administrator

Ref: arc383

Surrey - Contract

£negotiable

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 have some pensions admin experience, 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 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 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 DC pension’s knowledge, but administration experience in any line of pensions will be seriously considered. 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.

Additional Information: The salary guideline is a broad range in and around the early to mid £20k'swith bonus likely adding c.£1,750 and the pension is worth up to £3,250. 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. Three roles available, all 12 month contracts, but a very strong prospect that these will then go perm.

Market Analyst

Ref: arc403

Surrey - Permanent

£35,000 - £45,000

A great opening for a graduate with good market analysis and MI experience who has worked with complex data sets in an e-commerce environment. An exciting role, lots of exposure to project work, strategy, the customer journey and market/competitor analysis, all within a company that are committed to and with a reputation for employee development. Previous Financial Services experience is not a requirement.

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 and this part of the business is expanding with several other roles also available. This area supports more than one million UK customers and has ambitious growth plans. The business is ideally positioned to fulfil its goal of becoming a leading UK provider of retirement solutions.

The Role: This post will utilise your analytical skills and data manipulation skills to support the development of business strategy and organic opportunities across growth, cross sale and retention activities be they net new business or via other internal business channels. The role will be responsible for both strategic and tactical analysis of markets, competitors, key customers segments and commercial performance using internal customer data, primary and secondary research to produce intelligence and actionable insight to support the business growth.

You also work with the internal change program to ensure that business requirements around data storage, data quality, reporting and analytics are well understood and meet our clients aspirations to be a category leading direct ecommerce business. It is important that you are comfortable with taking responsibility for discrete pieces of work and are proactive in driving work forward. The role will involve working with senior executives as well as a number of internal and external SME. Key responsibilities include:

  • Provide analytic support to the customer, proposition and commercial team and the Category teams to support business growth plans, with a focus on driving towards insight, implications and conclusions data quality.
  • Provide competitor insight: their business models, successes, issues and opportunities. Understand and map their key customer journeys and highlight areas of exceptional customer impact or gaps in the proposition.
  • Review and summarise external off-the-shelf analysis and reports and share these across the team.
  • Collaborate with internal teams across research, product, digital, MI, Finance, Technology and Operations – also working with teams across the division to support development of robust KPI reporting and analysis.
  • Support definition of business requirements for data storage/reporting and analytics as part of the change program and influence stakeholders as to the suitability of change recommendations.

Skills / Experience Required: Our client is looking for a graduate level education, someone who is highly numerate and has worked previously in market analysis/research. You should have experience of working with complex data sets and e-commerce environments.

Additional Information: The salary for this role is £35,000 - £45,000 with a 15% - 20% bonus and pension to 13%. Great prospects in a company well known for developing people.

DC Complaints Assistant

Ref: arc388

Surrey - Permanent

£22,500 - £30,000

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 up to £30,000 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.

Quality Assessor

Ref: arc370

Surrey - Permanent

£25,000 - £27,000

Our client is an established, yet expanding FTSE250 company, having grown massively over the last 4-5 years. Due to the growth of the business, good people will progress, so this is a great opportunity for someone with CF1 and a background in quality assurance, verification or compliance to build a long-term career. 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 2017.

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.

  • Take onproject workrequired by the QA and T&C Oversight Manager.

  • Develop, maintain and document the monitoring systems and written procedures that 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) and our client would ideallylike to see possession of CF8 and the Certificate in Equity Release (or equivalent). You will already possess a good working knowledge of the financial services sector, ideally with experience in either verification checking, pensions review or a compliance environment. You should also possess excellent interpersonal, communication and organisational skills.

Additional Information: Salary will be around the £25,000 - £27,000 mark and the benefits in addition include c.10% bonus, pension, life & health benefits and ongoing training, development and progression.

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.

DC Pensions Process Trainer

Ref: arc401

Surrey - Permanent

£32,000 - £35,000

Are you a DC Pensions Administrator? Do you want to take that experience and move your career in a different direction? Are you interested in training people? This role requires you to become an expert in all areas of DC administration, the customer journey and the processes involved and then act as technical support for the team and the trainer for that area. A chance to change direction within an employer that is first class when it comes to career progression.

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 the DC area as a whole is experiencing growth with numerous new openings available at present.

The Role: The role of the team is to ensure that the DC operations teams followprocedures and legal requirements so that consistent and good customer outcomes are achieved for members and clients of the company’s DC business. You will be theprocess owner for one of the processing teams, acquiring a detailed knowledge of the customer journeys, the documentation that supports them and for maintaining and updating the procedures.

You will liaise with the Operations Technical team to ascertain answers for any queries you are unable to answer. You will then be responsible for training out the responses received to the team. It is expected that, gradually, this role will deliver a reduction in queries from the team and an improvement in their technical knowledge. You should be able to identify risks and issues, with the procedures and training gaps within the team and work closely with other Operational Technical, Training and Quality functions so they can be effectively managed, mitigated or escalated. Part of the role will include working closely with team managers to provide management reports regarding the progress, status and tracking of individual technical development within the teams, and managing competency matrices.

Any changes to regulations will be explained by either the Product or Operations Technical teams. You will thenconsider the changes relevant to your process, including its customer documentation and supporting check-lists, and make recommendations to update them. Additionally, you will be responsible for training all new hires and any changes that are made to the procedures, check-lists or member documentation.

Skills / Experience Required: Good knowledge of DC Pensions Administration is critical and you should already be a subject matter expert in one of the following: Transfers, Retirements, Renewals, New Joiners, Leavers, Transactions, Record Maintenance or Investments and Payroll contributions. Naturally you should be an excellent communicator, any previous training experience would be an advantage, but not essential. Accuracy, attention to detail, strong analytical skill, a self-starter and a passion for learning are all traits our client will be looking for.

Additional Information: The salary is £32,000 - £35,000, bonus adds c.£5,000 and the company contributes c.£4,350 into your pension. There are a host of additional benefits including free car parking.

SIPP Administrator

Ref: arc348

Surrey - Permanent

£23,000 - £26,000

Our client is a major player in financial services, a highly respected organisation and well known for supporting and developing their employees. This is fundamentally a SIPP based administration role within one of the fastest growing areas of this global business. Bonus and pension benefits for this role can total up to £7,000 but it is the role and progress within the business that should be your focus.

The Company: This role is based within our clients Head Office - 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: This post is based within an area responsible for processing the core elements of SIPP administration including transfers in and out, benefit calculations and payment, death, divorce cases, investment transactions and day to day SIPP management. The role is key to providing uncompromising service to IFAs and clients – customer service being a core element in the make-up of this business.

As mentioned, the area is growing and business levels are very promising which is why initially our client requires two new Administrators. You will be responsible for ensuring a timely, pro-active and high quality service to clients of the Retail SIPP including updates to procedures through close liaison with various departments within the business. You will also assist the Senior Administrator in the Manager’s absence with planning of the team workload. In addition, you will provide and collate information for regulatory reporting and ensure appropriate escalation of issues to management e.g. 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. 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 this role is to £26,000 with some flexibility possible. Bonus would add around £2,500 and the pension is also worth another £3,000+. In addition, there is life cover, generous holiday entitlement, ongoing training & development and free parking.

HNW Investment Client Support

Ref: arc399

Surrey - Permanent

£25,000 - £27,500

There are three openings within this Blue Chip employer for people with investment and customer service 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.

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, you will also be expected to respond to a variety of different types of enquiries 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:

  • Support existing customers and enquirers by pro-actively contacting them during their investment journey 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 in the investment sector. 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 - £31,000, bonus adds c.£4,250 and the company contributes c.£3,750 into your pension. There is a superb study support package also in place.

DC Pensions Administrator

Ref: arc345

Surrey - Contract

£20,000 - £26,000

This global organisation is looking for a DC Pensions Administrator initially on a 10 month contract with genuine potential for the role becoming permanent. An interesting area of pensions, focussing on retirement, death and divorce cases – all within a team of 13, but part of an impressive complex with superb long-term opportunities.

The Company: Our client is a global entity employing over 5000 people in 24 countries. They administer around £185billion in funds worldwide and this office consists of c.1600 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 and divorce cases for members of DC pension schemes. The role is key to providing uncompromising service to clients and members. Main responsibilities:

  • Ensure all allocated work is processed in a timely manner avoiding exposure to unnecessary risks in market movements.

  • Dealing with financial transactions, processing invoices and sales.

  • Accurately processing financial transactions for Retirement, Death and Divorce

  • 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 pension experience is essential, a real preference for those with occupational DC / Money Purchase experience. Someone who is a self-starter, can 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). If you have had exposure to calculations on Protected Tax Free Cash and Guaranteed Minimum Pensions, that would be ideal, but not essential.

Additional Information: This role comes with a salary to around the £26,000 mark. Bonus is worth c.£2,250 and the generous pension worth an additional c.£3,000 + further benefits and study support should the role become permanent.

DC Strategy Manager

Ref: arc368

Surrey - Permanent

£50,000 - £60,000

A really interesting, strategic, analytical role all built around the customer journey within DC workplace pensions. The one essential requirement is that candidates have a very strong workplace pensions background, ideally with some project management/analysis experience as well. This role also comes with the potential to work from home one day per week.

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

The Team: This is a team of 4 people, working together but in many ways each of those posts is a standalone role. Whilst the focus is on DC workplace pensions, the area covers 8 different product lines, the remit of the team being to take responsibility for the strategic development of DC workplace pensions and workplace savings solutions for their clients.

The Role: This position will require you to use your deep understanding of DC customers to define, design and oversee the creation of customer value propositions, content, tools and best in class customer experience across various on/off line channels that build and improve customer satisfaction and deliver the customer experience improvement strategy. The role will be responsible for analysis, allocation, oversight and reporting of all issues raised. Key responsibilities include:

  • Work with the leadership team to define the core DC end investor propositions and create tailored customer value propositions and best in class personal experiences.

  • Create and maintain proposition definition documents for core services, products, tools and activities. Ensure that all documents are clearly articulated, expressed in the voice of the customer and have a strong external or market dimension.

  • Take end to end proposition and customer responsibility for aspects such as target audiences, behavioural segments, product areas and projects with a focus on the proposition, customer experience / engagement, journeys, pricing, policies and service model.

  • Identify internal and external commercial and innovation opportunities through analysis and understanding of the long term global savings and investment market.

Skills / Experience Required: A detailed background in DC workplace pensions is absolutely vital. Previous involvement in projects and analysis would be helpful but it is not essential that candidates have a background in customer experience or process improvement.

Additional Information: The salary for this role is £50,000 - £60,000 with some flexibility possible. The main consideration is the progression possibilities, good people can progress through the organisation if they apply themselves. Bonus would add to around 20% and the company can also contribute up to 13% into your pension.

New Business Processor

Ref: arc398

Surrey - Permanent

£18,600 - £20,000

A great opening for someone with administration experience who is looking for variety and a role that will give them the opportunity to build a career within an expanding business. Our client is UK’s leading player in their core market, increasing turnover to more than £2billion and winning awards on a regular basis. The requirement is for someone who is highly organised, a strong administrator and confident in talking to customers over the phone, providing excellent customer service.

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 centres around processing applications for retirement based Financial Services products. This is a vital post for the company to fill correctly as you would play a pro-active part in ensuring that customers remain committed to completing the retirement journey from an administrative perspective. Each stage of the admin process comes with it’s own KPI’s and SLA’s, so our client is hoping applicants may have had exposure to these in the past. As one of the Administrators, you will be responsible for a variety of back office functions, including:

  • Processing new business applications efficiently
  • Handling offers, valuations and completions effectively
  • Liaising with Solicitors, Lenders, Advisor's and customers via phone/email/letter
  • Creating, recording and updating promptly, all customer data ensuring it remains accurate and compliant
  • Taking ownership of specific customer/partner/provider issues or queries to ensure a timely and appropriate resolution

Skills / Experience Required: Financial Services experience is not essential as training is provided, however it is vital that you possess excellent organisational and communication skills and have a strong administrative background. You should be willing to learn and be able to work in what can be a fast paced environment that works to KPI’s and SLA’s.

Additional Information: This role comes with a salary of up to £20,000 plus bonus of c.£1,500 as well as pension and excellent career/study support.

Marketing Executive

Ref: arc386

Surrey - Contract

£30,000 - £35,000

An exciting opportunity has arisen within this growing Financial Services company on a 12 month fixed term contract. Our focus is in finding someone with experience within a regulated environment, namely Financial Services, Insurance or Banking and someone who has a background in marketing events and campaign management.

The Company: Our client specialises in lending and retail savings have expanded in recent times by around 25% in terms of staff headcount as product demand increases. A good working atmosphere within the office and a growing marketing team, currently numbering 8 staff with around 160 people in the office in total.

The Role: As a key member of this team, you will report to the Marketing Manager and will help deliver the overall marketing strategy. The role covers a number of functions/responsibilities, but can be summarised as below:

  • Provide partnership marketing support by promoting our clients 3rd party services to customers via the website, emails, direct mail, literature and branch promotions.
  • Arrange and design both online and off-line copy-writing.
  • Support frequent and business critical product launches, withdrawals and refreshes across both mortgages and savings, updating literature and web content as relevant.
  • Extensive collateral creation, adhering to brand guidelines.
  • Assisting, planning and implementation of road-shows and seminars (B2B).

Skills / Experience Required: This role will appeal to a highly organised individual who enjoys working in a team and being in a fast paced environment. You must have experience within a regulated environment as well as strong events, copy-writing and campaign management experience.

Additional Information: This role comes with a salary in the £30,000 - £35,000 range and whilst initially on a contract basis, with the company expanding at a steady rate, there is always a chance of permanent openings arising over the course of the contract.

Project Coordinator

Ref: arc393

Surrey - Permanent

£20,000 - £24,000

An exciting opportunity has arisen within this growing Financial Services company for someone with experience in working in a project office, ideally within an IT or Financial Services environment. Excellent company to develop with, they have expanded the workforce by around 25% the last 2-3 years as product demand grows. This role would suit a Project Co-ordinator with 1+ years experience, who is looking to move into a more demanding role with a wide variety of projects as well as running your own small projects.

The Company: Our client specialises in lending and retail savings. There is a good working atmosphere within the office and this new Business Change Team now consists of this role, two Project Managers and a PMO with around 160 people in the office in total.

The Role: As mentioned above, this role will expose you to a number of projects including: software development, website development, systems migrations and upgrades, HR system projects and facilities projects as well. The Project Coordinator will run, administer and organise project activities on larger projects in cooperation with and under the direction of the Project Managers. You will also oversee your own projects working with various internal contacts. Naturally, every effort will need to be made to ensure projects are delivered on-time, within scope and within budget as you would expect. The Coordinator is expected to stay up to date on all aspects of the projects they are assigned to, assign duties, and assist others where necessary. The role will require common sense to solve unexpected problems as well as confidence when communicating with senior management and other staff. Responsibilities include:

  • Attending project meetings and assisting with the determination of project requirements
  • Assisting the PM’s in the drafting, issuance and maintenance of project documentation
  • Assisting the PM’s in managing the project control logs (risk, issue, change, dependencies, cost)
  • Helping to manage project communications.
  • Taking minutes in project board meetings, then issuing to the project team members as required
  • Tracking the progress and quality of work being carried out against the expectations defined.
  • Use project scheduling and control tools to monitor projects plans, work hours, budgets and expenditures.

Skills / Experience Required: The successful candidate will be an organised, confident and pro-active individual who can contribute fully within a team and support in the delivery of a range of projects. You should have at least 1 years experience of working in a project office. Familiarity with Prince2 and Microsoft Project would be beneficial, as would a sound knowledge of Microsoft Office and strong communication skills.

Additional Information: This role comes with a salary of up to £24,000 plus excellent career progression, a bonus scheme, payment for training, pension, Bupa and sports & social club.

Sales Development Consultant

Ref: arc286

Surrey - Permanent

£28,000 - £45,000 OTE

If you have B2B sales and/or account/relationship management experience in any sector, this could be a great option for you. A hugely impressive business, diversifying into additional markets and now turning over in excess of £2billion. Already the No.1 player in their core markets in the UK, which helps you enormously in this role.

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 regarded by others in the industry as INNOVATIVE, VIBRANT and PACE SETTERS when it comes to standards of customer service.

The Role: This Sales Development Team is a function of the business our client is looking to strengthen. This is a telephone based Account Manager position with a panel of around 4500 IFA’s/Brokers that you will contact regularly to try and acquire business by selling the benefits of our clients products etc. You will be on the phone to IFA’s/Brokers for around 2½ hours per day.

Relationship management is key. 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 take on technical knowledge in order to gain trust and the sales ability to push the products/services and turn these accounts around from low to high producing accounts. The main aspects of the role are as follows:

  • Take responsibility for obtaining business from a set panel of IFA’s.

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

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

Skills / Experience Required: Account management / sales experience in a B2B role is essential within either Financial Services, Insurance or Banking. You should be IT literate and willing to study towards achieving certain professional qualifications.

Additional Information: The salary is £28,000 and whilst the bonus guideline is £8,750, there are people earning 200% of that, so total earnings of £45,000 are possible + an excellent benefits package.

B2B Sales Development Manager

Ref: arc117

Surrey - Permanent

£32,000 - £64,000 OTE

Do you have at least 2 years B2B sales experience? Do you have a proven track record of achieving results? Do you want to work for one of the most buoyant companies in Financial Services in the UK at the moment?

The Company: Our client is an increasingly prominent name in Financial Services with their core markets growing massively in recent years. The business started 13 years ago, now numbers over 1000 staff, turns over upwards of £2billion and they are gradually expanding into new markets.

The Role: This role supports the company’s business income strategy for the IFA (Independent Financial Adviser) distribution channel, taking responsibility for an agreed proportion of the business income target. You will be tasked with managing business relationships and developing business from a pre-defined panel of IFA's over the telephone to achieve the delivery of an agreed individual sales plan. You would be on the phone for around 2-3 hours per day.

SDM's tend to concentrate on the top 10% of IFA's, the bigger corporate wealth management firms and as well as managing relationship's through outbound calling, looking to generate new business, you will also take responsibility for under-performing accounts, consulting with them in order to increase business. 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 attend a number of events and there are various internal contacts that you will liaise with as well, such as Telephone Account Managers, the Sales Manager and various IFA Sales staff.

Skills / Experience Required: Candidates will need to have at least two years experience working within a B2B sales environment in any market, Financial Services experience is not essential. You should have a proven track record of achieving results and be open to studying for relevant professional qualifications in order to improve the service you give to IFA’s.

Additional Information: This role comes with a basic salary of £32,000 + bonus guideline of £16,000 which is more than achievable. Some SDM’s will achieve up to 200% of bonus, so total earnings of £64,000 are possible There is also a significant benefits package, including pension available and study support. A great company to work for and progress within.

Contact Centre Team Leader

Ref: arc391

Surrey - Contract

£29,000 + c.£7,000 bonus/bens

If you have a call centre background with supervisory experience, this should be an opportunity for you to consider. Whilst a 12 month contract, there are genuine prospects of this person becoming permanent within the business before the contract ends. A real career option, a firm respected across the industry for developing staff and a dept within the business that is expanding all the time. 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: This area of around 200 people includes teams that focus on technical inbound calls from investors and Financial Advisers, each person dealing with around 45-55 calls per day. As one of the Team Leaders, you will lead and develop a team of around 8-10 Associates – your responsibilities will include:

  • Driving a 'Customer First’ culture ensuring high quality standards are met at all times
  • Monitoring the quality of calls and emails, driving ‘gold standard’ service levels on a consistent basis
  • Managing responsibility for personal development planning, ongoing coaching and development, appraisals and pay reviews, as well as team recruitment and retention
  • Communicating to your team through a variety of methods including huddles, team meetings; 1:1 meetings and daily updates to ensure that all team members are aware of individual performance, team performance and products/procedures
  • Monitoring error feedback from complaints and the business / Quality MI areas, ensuring pro-active steps are taken to reduce errors and complete error reports
  • Managing and handling escalated customer issues, escalating where necessary and briefing management
  • Driving daily achievements of service level and team performance against KPI’s and organisational values

Skills / Experience Required: Possessing proven experience of leading, motivating and developing teams within a customer service/call centre environment. Ideally this would have been gained within the financial, investment, banking or relevant regulated sector, although this is not essential and training will be provided. This client is not afraid of people with ambition, so if you want a genuine chance of climbing the management ladder within a Blue Chip, this really is an option you should explore.

Additional Information: This role comes with a salary of £29,000 and bonus would run to around £3,000 with the pension contributions from our client being up to £3,750. There are also a host of other benefits including a professional study package and free car parking. Initially a 12 month contract, but this is an employer that rarely let’s good people go, so genuine permanent prospects.

Call Centre Team Leader

Ref: arc390

Surrey - Permanent

£29,000 + c.£7,000 bonus/bens

If you have a call centre background with supervisory experience, this should be an opportunity for you to consider. A superb career option, a company respected across the industry for developing their staff and a dept within the business that is expanding all the time. 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: This area of around 200 people includes teams that focus on technical inbound calls from investors and Financial Advisers, each person dealing with around 45-55 calls per day. As one of the Team Leaders, you will lead and develop a team of around 8-10 Associates - your responsibilities will include:

  • Driving a 'Customer First’ culture ensuring high quality standards are met at all times
  • Monitoring the quality of calls and emails, driving 'gold standard’ service levels on a consistent basis
  • Managing responsibility for personal development planning, ongoing coaching and development, appraisals and pay reviews, as well as team recruitment and retention
  • Communicating to your team through a variety of methods including huddles, team meetings; 1:1 meetings and daily updates to ensure that all team members are aware of individual performance, team performance and products/procedures
  • Monitoring error feedback from complaints and the business / Quality MI areas, ensuring pro-active steps are taken to reduce errors and complete error reports
  • Managing and handling escalated customer issues, escalating where necessary and briefing management
  • Driving daily achievements of service level and team performance against KPI’s and organisational values

Skills / Experience Required: You should possess proven experience of leading, motivating and developing teams within a customer service/call centre environment. Ideally this would have been gained within the financial, investment, banking or relevant regulated sector, although this is not essential and training will be provided. This client is not afraid of people with ambition, so if you want a genuine chance of climbing the management ladder within a Blue Chip, this really is an option you should explore.

Additional Information: This role comes with a salary of £29,000 and bonus would run to around £3,000 with the pension contributions from our client being up to £3,750. There are also a host of other benefits including a professional study package and free car parking.

Technical Assistant Manager

Ref: arc387

Surrey - Permanent

£25,00 - £33,000

If you have strong technical pensions experience and good communication skills, aligned with the ability to see things from a customer’s perspective, this is a great opportunity. This role will see you act as a point of reference for three teams on technical pensions matters, generally based around SIPP’s and DC schemes. Our client is very well known for developing staff, so a great employer to work for if you want to progress.

The Company: This is a leading Financial Services employer, serving investors all over the world. The Client Services Dept has grown very healthily the last few years and you will provide technical support for two telephone based teams totally around 20 people as well as a customer relations team numbering 10 staff. The office in total houses around 1600 people.

The Role: This is a varied and challenging role with real progression possibilities. You will act as the areas technical expert and be responsible for providing technical pensions support to the three teams mentioned above along with customers and Financial Advisor's. This will all relate to technical and legislative aspects of Defined Contribution pension schemes as well as SIPP’s and other related retirement planning products.

To help improve the functioning of Client Services in general, you will also be responsible for monitoring, recording and analysing the types of enquiries that come in. You can then use this information to form the basis of another aspect of this role, which centres on mentoring all the team members and up-skilling them. In addition to this, you will be expected to identify risks and assist with resolutions on the more complex cases.

Skills / Experience Required: It is essential that you possess a good understanding of Defined Contribution based schemes. Any experience in SIPP’s / Personal Pensions would be advantageous, but not essential. As mentioned, you also need to have excellent communication skills as you will work on some of the more complex cases and take ownership of them, ensuring they are resolved to a satisfactory conclusion.

Additional Information: This role comes with a salary up to £33,000 and bonus would run to around £4,000 - £5,000. Our client will also put up to 13% into your pension pot and there are a range of other benefits including a professional study package and free car parking.

Customer Experience Analyst

Ref: arc385

Surrey - Permanent

£24,000 - £30,000

This client wins awards for customer service on a yearly basis, but they are looking to take this side of the business a step further. Do you have a background in customer experience (customer journey), voice analytics experience? An analytical mind is required, the ability to use MI, know systems, possibly a Business Analyst or Project Analyst background. A really good chance to make your mark within a rapidly expanding business.

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. Now numbering over 1,000 staff and they have very strong reputation in the market.

The Role: This company now seeks two Customer Experience Insight Analysts, one role newly created, the other due to an internal move. This departments’ remit covers three main areas – Quality & Complaints, Coaches and Insight. The team are there to provide valuable insight into all customer data (insight, customer experience and voice analytics) so that the business can further improve their processes and systems etc.

In this position you will get to work across all functions of the customer service area and will liaise with Managers and senior stakeholders as well. The core focus of the role is to develop, maintain and analyse a variety of information to drive improvements to the overall customer experience.

You will be responsible for providing support in the creation, embedding and analysis of a customer centric culture that contributes to the organisational objective - to be a market leader in delivering the total customer experience. In addition, this information must be presented in an interesting and engaging manner to support and drive improvements to the overall customer experience. This will cover a variety of accountabilities including insight design and analysis, insight reporting and stakeholder management, as well as contributing to strategies and championing business change etc.

Skills / Experience Required: The key for our client is to find proven experience working within a customer experience analysis environment that includes insight, voice analytics and what the data means to the customer experience. You should possess strong analytical skills, as well as a good working knowledge of Excel (and aptitude towards database mining). Our client also needs proactive and creative people for this team, someone who can take a vague brief from stakeholders and produce meaningful insight, analysis and reporting.

Additional Information: The initial thinking is that the salary would be up to £28,000 but there could well be some flexibility on that. Bonus would add around £2,500 and there is a pension and excellent benefits package in addition.

Pension Transfer Adviser

Ref: arc378

Isle Of Wight - Permanent

45,000 - 50,000

This opening is within a truly global business and offers excellent prospects for people with ambition and a great work ethic. The vital elements of this search centre around finding a Diploma Qualified + G60/AF3/IFS Adviser with solid experience in the area of pensions transfer advice. Some of your time will be split between the Isle of Wight, London and their Surrey Head Office. This is a growing and increasingly important area of the business, a great chance to develop and help take this division forward.

The Company: This is a leading Financial Services employer, serving investors all over the world and the Retirement Service offers a telephone based service of regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income.

The Role: This area also provides regulated advice on lifetime allowance issues, making use of lump sums as part of a customer’s retirement planning and pensions consolidation including defined benefit pension transfers. There would be some face to face advice, but the majority of business/advice is done over the telephone.

There is the option for this role to be based either on the Isle of Wight, or in Surrey with regular reporting into their London office required. If you were to be based on the Isle of Wight, you would also act as a mentor / supervisor for other Advisers and several Paraplanners. Your key responsibilities will include:

  • Generating income for the business through the delivery of high quality financial advice to customers over the telephone and face-to face in respect of the financial options available to them at retirement.
  • To act as a Pension Transfer Specialist for the advice team
  • Ensure you operate within FCA and other regulatory rules at all times.
  • Operate within guidelines and procedures laid down by the company to ensure customers are treated fairly.
  • Act in a professional and customer focused manner in accordance with the company values.
  • Ensure all customer files are kept up-to-date at all times, and are compliant with the firm’s T&C and FCA requirements.
  • To maintain membership of a professional body and obey its code of conduct and ethics at all times.

Experience / Skills Required: You must have the Diploma in Regulated Financial Planning and ideally either the Advanced Diploma or the G60/AF3/IFS qualifications. It is essential you have previous experience in pensions transfer advice as well as a current Statement of Professional Standing (SPS) and up to date Continuous Professional Development (CPD).

Additional Information: Salary is flexible dependant on the location you are primarily based at. For the Isle of Wight, the basic is up to £50,000. Were you to be based in Surrey, there is flexibility to push beyond the £50,000 mark. Again, dependant on your primary location, the benefits package could include a bonus and pension to 13%.

Pension Transfer Adviser

Ref: arc378

Surrey - Permanent

£45,000 - £55,000

This opening is within a truly global business and offers excellent prospects for people with ambition and a great work ethic. The vital elements of this search centre around finding a Diploma Qualified + G60/AF3/IFS Adviser with solid experience in the area of pensions transfer advice. Some of your time will be split between the Isle of Wight, London and their Surrey Head Office. This is a growing and increasingly important area of the business, a great chance to develop and help take this division forward.

The Company: This is a leading Financial Services employer, serving investors all over the world and the Retirement Service offers a telephone based service of regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income.

The Role: This area also provides regulated advice on lifetime allowance issues, making use of lump sums as part of a customer’s retirement planning and pensions consolidation including defined benefit pension transfers. There would be some face to face advice, but the majority of business/advice is done over the telephone.

There is the option for this role to be based either on the Isle of Wight, or in Surrey with regular reporting into their London office required. If you were to be based on the Isle of Wight, you would also act as a mentor / supervisor for other Advisers and several Paraplanners. Your key responsibilities will include:

  • Generating income for the business through the delivery of high quality financial advice to customers over the telephone and face-to face in respect of the financial options available to them at retirement.
  • To act as a Pension Transfer Specialist for the advice team
  • Ensure you operate within FCA and other regulatory rules at all times.
  • Operate within guidelines and procedures laid down by the company to ensure customers are treated fairly.
  • Act in a professional and customer focused manner in accordance with the company values.
  • Ensure all customer files are kept up-to-date at all times, and are compliant with the firm’s T&C and FCA requirements.
  • To maintain membership of a professional body and obey its code of conduct and ethics at all times.

Experience / Skills Required: You must have the Diploma in Regulated Financial Planning and ideally either the Advanced Diploma or the G60/AF3/IFS qualifications. It is essential you have previous experience in pensions transfer advice as well as a current Statement of Professional Standing (SPS) and up to date Continuous Professional Development (CPD).

Additional Information: Salary is flexible dependant on the location you are primarily based at. For the Isle of Wight, the basic is up to £50,000. Were you to be based in Surrey, there is flexibility to push beyond the £50,000 mark. Again, dependant on your primary location, the benefits package could include a bonus and pension to 13%.

Retirement Calls Coordinator

Ref: arc130

Surrey - Permanent

£24,000 + bonus + pension

A great opportunity to work for a major force in financial services, a company who will be expanding significantly through 2017. You will receive calls from prospective customers and take them through the customer journey in relation to our client’s annuity products. You must have financial services experience and good customer service / telephone skills.

The Company: A leading provider of retirement benefits, our client is set to continue their expansion in 2017 and has produced excellent financial results over the last few years. The plans are to expand from the current mark of around 1,000 employees - so there will be real opportunities to develop over the next couple of years.

The Role: You will be joining an established, yet growing team and will be involved in contributing to the performance of the department through the development of exceptional customer relationships. This company excel in their customer service, so the successful applicant will have to possess a 'putting the customer first' mentality.

You will take ownership of incoming calls from potential customers and then go through a customer journey with them via questions and imparting information - these calls can take around 45-50 minutes. You have to ensure that all customer SLA’s for pre-application activities are met and that the customer maintains a strong level of understanding of the appropriate product and our client’s service. You will also need to establish and maintain effective working relationships with sales and administrative staff within the wider business as well as external providers.

The teams work on a shift rotation basis, those being 9am to 5pm for three weeks and 12pm to 8pm or 10am to 6pm for one week. For this you will receive a shift allowance of £2,000.

Skills / Experience Required: You must have previous experience of working in financial services, banking or general insurance and this experience should have been within a customer service/call centre/sales role. You should have the ability to communicate information in a clear and concise manner and not come across as 'pushy’.

Additional Information: The basic salary is £22,000 with an additional £2,000 shift allowance. The bonus potential is c.£2,000 and this is very achievable. There is a comprehensive benefits package including pension and again, potentially this could be worth another £2,000. For people that want to develop a long term career and progress, this is an excellent career option.

Quote Support Administrator

Ref: arc384

Surrey - Permanent

£18,000 - £24,000

Do you have administration experience within Financial Services, Banking or Insurance? This client has been expanding at an impressive rate for a prolonged period as the market they focus on continues to grow long-term. A first class working atmosphere and environment, lots of opportunities to progress, so if you find yourself in a role where the medium to long-term outlook is not too promising, this could be a great way to get your career back on track.

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. Now numbering over 1,000 staff and they have very strong reputation in the market.

The Role: Two additional Administrators are required and the main remit is based around producing quotations after speaking to Financial Advisors. You will provide an agreed level of customer service and administrative support to introducers, partners and customers, considering at all times how to achieve the best customer outcome. There are a number of internal contacts that you will constantly be communicating with, the Underwriting Team being one of those.

Skills / Experience Required: You must have a proven administrative background gained within a regulated environment, so ideally Financial Services, Insurance or Banking. Full product training is provided. In addition, it is essential that you are highly organised, with attention to detail and excellent communication / interpersonal skills.

Additional Information: The salary is up to £24,000 and bonus potential of £1,800 + pension and a raft of additional life/health benefits. This client is also very good at providing ongoing training and support re studying for professional qualifications.

Pensions Logistical Support

Ref: arc255

London - Permanent

£22,000 - £26,000

Asuccessful and growing product provider is expanding both their product offering andtheir Defined Benefit Dept, so theyneed further support for the Business Development Team. Expansion will continuethrough 2017 enhancing your prospects. Superb opportunity for a Pensions Administrator / Technician with a commercial mind-set who wants a change in career path. WILL ALSO CONSIDER GRADUATES with the desire and ability to learn and grow, with passion for this type of role.

The Company: A multi-award winning product provider, renowned across the UK for their standards in customer service which has seen them ultimately become the market leader in their field, regularly turning over more than £1.5billion per year.

The Role: This person will assist the Business Development Team in providing administrative support. This will include diary management, use of Excel and PowerPoint and the creation of MI. You will also assist in the pre and post quotation process, take responsibility for marketing materials for Defined Benefits, e.g. website, literature and organise marketing events. Additional responsibilities include:

  • To provide logistical support to the Business Development team - and in particular assist in the process for agreeing/declining quotations by assessing already made commitments.

  • To keep up to date and relevant the presentations for beauty parades, conferences and other events as required.

  • To be responsible for coordinating all aspects of Internal monthly information and compiling management information for the defined benefit team.

  • Provide assistance / cover to business development team members.

Skills / Experience Required: You should eitherhave previous experience within Financial Services - ideally with a good knowledge of defined benefits / final salary pensions or be a recent graduate as mentioned above. Excellent communication skills are key - with the ability to communicate information across different media. Our client also requests this person possesses excellent IT skills including PowerPoint, Outlook, Word and Excel.

Additional Information: Salary for this role is c.£24,000 with flexibility possible. Bonus is expected around the £2,250 mark and 10% pension and benefits package in addition.

Product Introducer

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 5-7 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.

New Business Associate

Ref: arc296

Surrey - Permanent

£20,000 - £22,000 + bonus

Genuine prospects - this client has expanded by around 20-25% in terms of workforce over the last 2 years to around 160 employees. If you want to utilise your call centre experience, develop within financial services and ultimately progress through to a supervisory role, this client gives you the tools to achieve that.

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 Investments are their key markets and this role will expose you to both sides of the business.

The Role: This opening is based around providing the initial point of contact for prospective customers and intermediaries regarding the products and services offered by the company, its subsidiary and associated companies. You will deal with these calls and promote the products and services of our client, but without ‘selling or offering advice’. The focus is very much on providing information through 1st class customer service – the main elements of the role are as follows:

  • Maintain an up to date knowledge of all products and services

  • Deal with telephone callers promptly, accurately and efficiently – c.50 calls per day

  • Promote products and services, but without ‘selling’

  • Issue relevant literature, illustrations and application forms

  • Pro-actively follow up enquiries

  • Contact customers periodically regarding services and products

  • Carry out market research

  • Pro-actively call existing mortgage customers

  • Occasionally attend events and other functions to promote products and services

There is a shift rota within this team, the team operating from 8am to 6pm Monday to Friday, so the rotating shifts are 8am – 4.30pm, 8.30am – 5pm, 9am – 5.30pm and 9.30am – 6pm. There is also a Saturday rota of 9am to 12pm which on average would only happen once every 5 or 6 weeks.

Skills / Experience Required: You must have experience of working in an office environment, ideally within a call centre and again ideally within financial services, banking or insurance. You must have a ‘customer comes first’ approach to your work, possess excellent communication skills, a smart appearance and be willing to learn. You should also have at least 5 GCSE’s of grade A-C inc Maths / English.

Additional Information: This role comes with a basic salary of £20,000 to £22,000 as well as an annual bonus, good company benefits including pension and professional qualification sponsorship.

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.

Quality & Complaints Assessor

Ref: arc367

Surrey - Permanent

£25,000 - £28,000

Our client is an established, yet expanding financial services FTSE250 company, having grown massively over the last 4-5 years. This is a growing team, now requiring an additional four people with complaints or quality assessment experience, ideally within Financial Services. An excellent company within which 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 2016/17.

The Role: Based within a large, vibrant customer services function, this team of nine now require three additional permanent Quality & Complaints Assessors and one person on a 12 month Fixed Term Contract. Covering three different product lines, you will be responsible for complaint handling and quality sampling. You will ensure appropriate processes and performance standards are in place for twelve different departments. You will also ensure complaints received are administered, investigated and resolved. The main responsibilities within this remit include:

  • Resolve complaints involving financial loss, material distress or material inconvenience from receipt to satisfactory customer resolution, ensuring fair outcomes
  • Monitor the handling of service concerns by business units and support the provision of a high quality service to customers or business partners
  • Assess the ongoing competence of colleagues through the completion of quality sampling in line with the Training & Competence scheme
  • Work with business units to confirm the nature and level of sampling needed, including support required to enable colleagues to meet and maintain quality standards
  • Carry out root cause analysis on all complaints, to properly understand the root cause of the problem and make recommendations for training, process or other solutions to eliminate or reduce recurrence
  • Work with business areas to identify and confirm the nature and level of quality sampling requirements
  • To source and provide relevant information in response to Subject Access Request to customers, in conjunction with business areas and third parties
  • Focus on continuous improvement of your personal competence and professional development

Skills/Experience Required: Previous complaints and/or quality sampling experience is essential, ideally this would be experience from within Financial Services, but this is not essential. If you do not hold CF1 already, you will be encouraged to acquire this on joining and will then look to acquire CF4, FA1 & FA2. You should have a positive and engaging attitude, as team fit is vital for this role and you should be passionate about delivering first class service to customers. Excellent communication, listening and questioning skills are also important requirements.

Additional Information: The salary for this role is up to £28,000 with bonus on average potential adding up to £2,800 and an excellent benefits package including pension, life and health benefits in addition.

Pensions Calls Handler

Ref: arc366

Isle Of Wight - Permanent

£19,000 - £20,000

This is a real 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 and movement within the business. Previous Financial Services / Insurance / Banking experience ideal, but not essential.

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 consists of 12 Call Handlers, dealing on average with around 10 inbound calls each per day. The team is responsible for generating income for the business by guiding customers through a telephone based process to help them access their retirement income through a SIPP or open market Annuity product, whilst displaying the highest levels of integrity and customer service.

The Role: Initially you will go through some intensive training in our client’s paraplanning team, undertaking ceding scheme and open market annuity research, answering customer queries, producing reports and supporting the retirement specialist team. Once familiar with the processes and technicalities, you will then take on your key responsibilities, which include:

  • Generating income for the business through the delivery of a high quality guided telephone based service.

  • Undertaking all tasks as directed by the Senior Retirement Manager and/or retirement specialists to assist in this goal.

  • Whilst maintaining contact with product providers, to refuse all offers of hospitality, however small, and to ensure that the best interests of the client are always protected.

  • To operate within the rules set by the FCA at all times.

  • To operate within practice guidelines at all times ensuring that clients are always treated fairly.

  • To ensure all client files are kept up-to-date at all times, and are compliant with the firm’s T&C scheme requirements and FCA requirements.

  • To undertake any reasonable additional tasks and duties as directed by the Financial Planning Manager or Head of the Retirement Service.

Skills / Experience Required: You must have proven telephone based customer service or call centre experience, ideally within the Financial Services / Insurance / Banking sectors, but telephone based experience in any sector will be considered. You shouldwork well under pressure and be able to take the initiative to escalate issues as appropriate. We should stress how important your attitude will be – enthusiasm, energy, punctuality and the ability to multi-task are paramount. You should at least have a good level of GCSE education, be numerate and be comfortable with MS Office.

Additional Information: The salary for this role is up to £20,000. The main consideration is the progression though, good people can progress quickly if they apply themselves. There is one permanent role available and one 12 month contract.

Customer Services Rep

Ref: arc295

Surrey - Permanent

To £22,000+bonus+allowance

This Customer Services Representative post overs a genuine chance of progression. A great option either for recent graduates with some office based customer service experience, or someone with customer service experience within banking, insurance or financial services.

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 they have a role in each area available.

The Role: The Customer Services Representative role sits within the Customer Service Team that currently numbers around 25 staff. The focus is on servicing existing customers with regard to their accounts. Initially you will deal with around 20-30 inbound calls per day, providing first class service with a focused "Customer Comes First" mind-set. Gradually the intention is that you would be cross-trained in both product areas.Then, if you progress well you will move into a specialist team and eventually a supervisory post. The main elements of the role include:

  • Maintaining 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.

  • Proactively 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.

  • Liaising with external suppliers and maintain business relations with third parties as required.

The Customer Services Representative role works within a rota system: Monday to Friday you can start as early as 8am and finish 4.30pm or start as late as 9.30am and finish 6pm. Once every 5 to 6 weeks, you would need to work a Saturday from 9am to 2pm for which an additional allowance is paid.

Skills / Experience Required: As mentioned above, our client will consider recent Graduates with business related degrees who have some office based customer service experience. They will also look at people with a background in financial services, banking or insurance again from a customer services perspective. Administration experience will also be of interest. Good MS Office experience for the administrative element of the role would also be beneficial.

Additional Information: This is a great opportunity for career progression. Salary is £18,000 to £22,000 along with an annual bonus, Saturday allowance, company pension, professional study sponsorship and additional company benefits.

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

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  • 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.

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  • 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

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  • 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

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  • 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

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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  • 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.

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