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Financial Services Jobs

Quality Assurance Associate

Ref: arc466

Surrey - Permanent

To £25,000

  • Quality Assurance / Complaints Investigator
  • Epsom, to £25,000 + bonus
  • Varied role, ideal for people keen on progressing their career
  • Looking for experience in quality assurance, complaints, training and ideally vulnerable customers
  • You should also be happy to get involved in helping to improve procedures
  • Long established, expanding business

The Company:Our client is an innovative Financial Services company that has expanded well over the last 4-5 years, now standing at around 175 people with product demand increasing.

The Role:Your remit is to ensure that the Customer Service teams deliver a consistently high quality of service and secure the appropriate customer outcomes whilst providing dedicated customer support, especially for those customers deemed vulnerable and in need of specialist support. Key responsibilities include:

  • Undertake quality checks on work completed by the Customer Service teams to ensure appropriate standards are met and that customer outcomes are appropriate.
  • Understand the issues surrounding ‘Vulnerable Customers’, taking referred calls ensuring they are appropriately handled.
  • Undertake the investigation behind customer complaints, drafting appropriate replies.
  • Assist in the monitoring of queues, call volumes and response times.
  • Listen to calls, provide constructive advice to team members ensuring high quality calls across the teams.
  • Understand the principles of the team, ensuring these are consistently applied across all work undertaken.
  • Make recommendations about how processes and practices could be improved.
  • Work with the Business Change team to assist with embedding any changes across the teams.

Skills / Experience Required:Our client is looking people with experience in quality assurance within the Financial Services sector. Ideally this background will have involved complaints handling, staff training and call listening as well as previous exposure to ‘vulnerable customers’. Excellent communication skills, both verbal and written are essential, as are strong organisational skills.

Additional Information:The salary is up to £25,000 doe + pension scheme, BUPA membership, concessionary mortgage facilities, company bonus, professional study support, free parking permit and an active sports/social club membership.

Apply for Quality Assurance Associate

Implementation Project Manager

Ref: arc507

Surrey (WFH Options) - Permanent

£negotiable

  • Pensions Implementation Project Manager – DC Pensions
  • WFH flexibility (option to work this role from anywhere in England/Wales)
  • Excellent package (full details can be provided) - bonus & pension alone worth up to c.£22,000
  • Experienced Project Manager required, with solid experience in CIMP’s, GPP’s, Master Trusts etc
  • Team of 12 Project Managers expanding

The Company:Our client has a great reputation for developing staff and giving people a platform from which they can move forward. Industry leading name, increasing their influence in the pensions market.

The Team:This is a team of 12 Project Managers who look after projects for large DC clients (Trustees/Scheme Sponsors). This team scopes the requirements and design a project plan in relation to either a new scheme implementation or projects surrounding any additional services for the end members.

The Role:During a scheme implementation project, you will:

  • Establish and maintain a Project file including an implementation project plan
  • Support Implementation Project Managers on larger projects
  • Establish and maintain the technology systems required to operate the new scheme
  • Liaise with a wide range of internal departments, providing reports to senior management
  • Support and peer review other teams work as required

The role also covers corporate actions which includes the project management of any major changes in any Plan & investment design post set up - key responsibilities including:

  • Design the project plan and agree deliverables with the internal and external teams
  • Create and maintain meeting minutes and ensure all parties are in regular communication
  • Guide teams and stakeholders, asking thought provoking questions
  • Leading workshops and meetings, keeping and circulating accurate notes
  • Assist client in understanding the process and procedures
  • Establish and follow detailed on-going procedures for the administration of the plan with
    all impacted areas (Client Management, Administration, Communications etc.)

Skills / Experience Required:For the Project Manager role you should have solid experience of actually driving projects forward and this must have been within the DC pensions space. You must naturally be a good communicator, numerate, computer literate and organisational skills are really important.

Additional Information:Full details of the excellent salary/benefits package can be provided upon application. There are flexible working options including WFH (potential to work from anywhere in England/Wales, one option being 3 weeks WFH and 1 week based in the office in Surrey per month). Generous bonus and pension provided along with real career development opportunities.

Apply for Implementation Project Manager

Investment Telesales Consultant

Ref: arc508

Herts - Permanent

£18,000 - £28,000 inc. OTE

  • Investment Telesales Consultant
  • Herts, salary to £22,000 and realistic OTE c.£28,000
  • A financial education business that is growing and developing
  • Make outbound consultative sales calls (no cold calls), managing own pipeline, utilising 1,000 – 1,500 warm leads provided per month
  • Attend conferences/events, both physical and virtual

The Company:Our client is an established international training and educational company teaching private investors and retail traders how to effectively trade and invest in the Stocks and Crypto currency markets. Their mission is to help people around the world create financial freedom for themselves and their families through first class financial education.

The Role:You will be dedicated to liaising with delegates over the phone, providing details and advising delegates on our clients training products. The main responsibilities will include:

  • Making effective outbound consultative sales calls
  • Closing sales through opening relationships with new clients
  • Face to face sales at events 1 or 2 days per week (inc some weekends)
  • Managing own sales pipeline and achieving individual sales targets
  • CRM management (Salesforce)
  • Demonstrating and presenting products, attending conferences and meetings
  • Reviewing sales performance with management weekly
  • Negotiating contracts and packages

Skills / Experience Required:For the Investment Telesales Consultant role, the ideal candidate will possess excellent communication skills with the drive and ambition to succeed. You should be willing to be coached and trained, possess a confident telephone manner as well as good organisation and time management skills. You should also have at least 6 months sales/customer service-related work experience. The role would suit those with big personalities and an interest in financial markets.

Additional Information:The Investment Telesales Consultant package consists of a salary of £18,000 - £22,000 with uncapped commission (realistic OTE of £26,000 - £28,000).

Apply for Investment Telesales Consultant

Mortgage Administrator

Ref: arc433

London - Permanent

To £38,000 + bonus

  • Mortgage Administrator / Trainee Paraplanner
  • To £38,000 + bonus (flexibility to increase for the right person), option to WFH one day per week
  • Prominent Mortgage Broker
  • Recent experience of submitting applications and chasing through to completion is essential
  • Highly professional support team, real team player required, someone who is looking for a better opportunity
  • The Company:This brokerage consistently generates extremely healthy volumes of business, this is not just an increase as a result of the Stamp Duty announcement and the case values are also high. They are well established, winning multiple awards and based in Putney.

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

    • Communicate and establish courteous relationships with clients
    • Manage all mortgage cases from submission to offer, exchange and completion
    • Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
    • Getting suitable terms for client from Providers
    • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors

    Skills / Experience Required:For the Mortgage Administrator / Trainee Paraplanner role, our client is looking for people who have worked within a mortgage brokerage in an administration/paraplanner/support capacity. At least 2 years experience in submitting applications and chasing through to completion is vital. A desire to complete the CeMAP qualification is important, if you do not already hold that, as is a strong work ethic - this brokerage produces excellent levels of business, so strong verbal and written communication skills are really important, as is attention to detail, being a team player and offering excellent customer service skills.

    Additional Information:The salary is £28,000 to £38,000 with bonus in addition and there is flexibility to increase this for the right person. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual and as mentioned above, the role can be office based full-time, or use the option of 4 days office based, 1 day work from home.

Apply for Mortgage Administrator

Trainee Mortgage Paraplanner

Ref: arc433

South-West London - Permanent

To £38,000 + bonus

  • Mortgage Administrator / Trainee Paraplanner
  • To £38,000 + bonus (flexibility to increase for the right person), option to WFH one day per week
  • Prominent Mortgage Broker
  • Recent experience of submitting applications and chasing through to completion is essential
  • Highly professional support team, real team player required, someone who is looking for a better opportunity
  • The Company:This brokerage consistently generates extremely healthy volumes of business, this is not just an increase as a result of the Stamp Duty announcement and the case values are also high. They are well established, winning multiple awards and based in Putney.

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

    • Communicate and establish courteous relationships with clients
    • Manage all mortgage cases from submission to offer, exchange and completion
    • Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
    • Getting suitable terms for client from Providers
    • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors

    Skills / Experience Required:For the Mortgage Administrator / Trainee Paraplanner role, our client is looking for people who have worked within a mortgage brokerage in an administration/paraplanner/support capacity. At least 2 years experience in submitting applications and chasing through to completion is vital. A desire to complete the CeMAP qualification is important, if you do not already hold that, as is a strong work ethic - this brokerage produces excellent levels of business, so strong verbal and written communication skills are really important, as is attention to detail, being a team player and offering excellent customer service skills.

    Additional Information:The salary is £28,000 to £38,000 with bonus in addition and there is flexibility to increase this for the right person. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual and as mentioned above, the role can be office based full-time, or use the option of 4 days office based, 1 day work from home.

Apply for Trainee Mortgage Paraplanner

Call Handler/Administrator

Ref: arc489

Croydon - Permanent

£17,000 - £23,000

  • Call Handler / Administration Support
  • Croydon: £17,000 - £23,000 + bonus/pension
  • Expanding office of around 165 people need someone to help support their pensions administration team (No Pensions Experience Required)
  • You will offer in-bound call support, update records and provide general office/clerical support - great way to break into this huge industry
  • Looking for recent call handling / contact centre experience.

The Company:Our award winning, innovative client’s key areas are corporate pensions, employee benefits and wealth management with the function this role is a part of making up about half of the workforce. They are highly respected and provide services to a range of high-profile clients.

The Role:There are several teams within the pensions administration function and this role will focus on the following:

  • Supporting the Administrators by offering first-line in-bound call support, including resolving queries, after initial training.
  • Opening and processing incoming post, scanning and indexing documents and images.
  • Processing member events, ensuring they comply with internal standards and scheme/legislative rules.
  • Producing letters, emails and reports based on set templates as well as producing bespoke letters and emails where required.
  • Participating in ad-hoc administration projects/exercises.
  • Identifying and recording non-core fee events

Skills / Experience Required:For the Call Handler / Administration Support role, no prior pension administration experience is neededas extensive training will be provided. You should have recent contact centre / call centre experience within a professional office environment, strong communication skills, solid MS Office skills and the ability to process work to a very high standard.

Additional Information:The salary for the Call Handler / Administration Support role is up to £23,000 with bonus in addition and a pension contribution from our client of up to 7% with various life & health benefits.

Apply for Call Handler/Administrator

Junior Paraplanner

Ref: arc505

West Sussex - Permanent

£22,000 - £24,000

  • Junior Paraplanner, Worthing
  • To £24,000
  • Well established wealth management business
  • Highly professional, well qualified paraplanning team, keen to take someone on who can grow with the business and utilise the study support available
  • Start by working on client reviews, reviewing funds and asset allocation, then move into areas of new business. Looking for some IFA administration/support experience.

The Company:Our client is a fully independent, chartered wealth management business and well respected on the South Coast.

The Role:This is a role based within a Paraplanning Team of 6, supporting 8 IFA’s with product research and suitability report writing. As mentioned above, initially you would start with client reviews, reviewingfunds and asset allocation, collecting Mifid information and preparing recommendations. You will then move onto areas of new business such as pension transfers, Flexi Access Drawdown and IHT Planning etcwhen competent, regularly using investment platforms such as Fidelity, AJ Bell Aegon, Aviva and Elevate.

Skills/Experience Required:You should already have some experience of working within IFA administration. An ability, willingness and interest in learning about investment funds, to actively read around the subject building strong knowledge is really important. In an ideal world you will have experience of using Intelligent Office, Dynamic Planner, O&M and Cashflow planning software, but this is not essential. The ability to work to deadlines, attention to detail, to work confidently alongside colleagues and not be afraid to ask questions are other traits our client is looking for.

Additional Information:The salary for the Junior Paraplanner role is £22,000 – £24,000 and presents the chance to work with respected professionals who will support your studies. There is a company pension, 22 days holiday and additional day for your birthday, annual bonus c.£2,000 and a staff discount scheme.

Apply for Junior Paraplanner

New Business Call Handler

Ref: arc296

Surrey - Permanent

£22,100 - £23,600

  • New Business Call Handler, Epsom, to £23,600
  • Genuine prospects - this client has expanded over the last 18 months
  • Excellent office atmosphere
  • Exposure to both mortgage and savings/investments products
  • Liaising with new/prospective customers, answering queries, promoting product benefits

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 Savings/ISA’s 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. 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 1stclass customer service – the main elements of the role are as follows:

  • Maintain an up to date knowledge of all products and services including ISA’s, Bonds, Mortgages, Trackers and Children’s Savings
  • Deal with telephone calls promptly, accurately and efficiently – 40 to 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 Thursday and 8am to 5.30pm on a Friday, so the rotating shifts are 8am – 4.30pm, 8.30am – 5pm, 9am – 5.30pm and 9,30am – 6pm. Once a month you would be required to do a half-day on a Saturday, from 9am to 12pm for which you would be paid 1.5 x hourly rate.

Skills / Experience Required:For the New Business Call Handler role, our client is considering two types of background: Either someone who has worked in Financial Services in a role that has largely been telephone based OR a recent graduate with some customer service experience that has involved some telephone work. You must have a ‘customer comes first focus’ 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:The New Business Call Handler post comes with a basic salary of £22,100 to £23,600 as well as an annual bonus, overtime, good company benefits including pension and professional qualification sponsorship.

Apply for New Business Call Handler

Wealth Relationship Manager

Ref: arc506

London - Permanent

£negotiable

  • Wealth Relationship Manager, blue-chip employer
  • London, partial WFH flexibility
  • Excellent package (full details can be provided) - bonus & pension alone worth up to c.£20,000
  • Book of c.2,000 clients provided, must have experience of managing own book & be Level 4 Qualified
  • Execution only service for Investors with assets over £250,000 – expanding team

The Company:Our client has a great reputation for developing staff and giving people a platform from which they can move forward. Industry leading name, over £400billion in total assets.

The Team:This is a team of 15 people, made up of Relationship Managers and Relationship Executives with a phones team in support. The team offer an execution only investment service for personal investors with large/complex portfolios and this team is rapidly expanding investor numbers. Every Wealth Relationship Manager on the team is at least Level 6 Qualified, so if you come in at Level 4, you will be supported in continuing your development.

The Role:This is considered a Senior role within the wealth management team and will see you support, guide, retain and develop a portfolio of investors, growing assets under management by identifying new potential investors through referrals from existing clients and supporting any sales campaigns that the business runs. You will also be tasked with retaining assets by building genuine long-term relationships in order to maintain clients and funds on the platform and supporting new customers that have joined through business development exercises. In working with the Relationship Executives, you will help coach less experience team members in all aspects of book management.

Skills / Experience Required:You must have experience in managing your own book of clients and be at least Level 4 Qualified. There is a preference for people who have worked within a wealth business but will seriously consider those within private banking (several of the team are from private banking) and an advisory background. Experience in servicing HNW clients an advantage. A good understanding of the investment industry also preferred.

Additional Information:Full details of the excellent salary/benefits package can be provided upon application. There are flexible working options including partial WFH and the option of utilising another office outside of the City. Generous bonus and pension provided along with real career development opportunities.

Apply for Wealth Relationship Manager

Junior Workflow Developer

Ref: arc503

Surrey - Contract

£24,000 - £27,000

  • Junior Workflow Developer, Epsom - Established Financial Services business
  • 18-month contract, salary to £27,000
  • Build workflows on a BPM platform to enable digitisation of key business processes
  • Seriously consider a recent graduate with exposure to or knowledge of Low Code
  • Should have knowledge of: SQL, RPA tools, Jira, Github, Smartsheet and Azure DevOps

The Company:Our client is very well established and known for their innovative, alternative product options within the Financial Services sector. They have a first-class reputation, can offer genuine stability, a lovely working environment and a chance for you to progress as a Developer.

The Role:This role is based in our client’s head office and is that of a Junior Digital Workflow Developer / Low Code Developer. The purpose of the role is to assist in the delivery of a Business Transformation programme by building workflows on the BPM platform to enable the digitisation of some key business processes. High level training and development will be provided. Your main responsibilities will include:

  • Building webforms and logic on the low-code workflow platform to digitise key business processes.
  • Work with members of the transformation centre of excellence to help determine adequate development scope for each sprint.
  • Work alongside technology partners to troubleshoot technical issues, and co-ordinate any external development work where appropriate.
  • Rebuild any workflow elements where testing highlights errors.
  • Resolve any issues users are having on the live system where these are referred by ITSD
  • Co-ordinate with other developers working on RPA and internal software development to ensure good alignment and consistency. Where required work collaboratively on integrating the workflow with the bespoke software and RPA tool.

Experience / Skills Required:For the Junior Workflow Developer role you will need to have a Computer Science degree, some knowledge/exposure to low-code development and low code workflow platforms and functionality. Ideally you will have knowledge of systems integration projects, business transformation projects or service automation. In addition, you should have knowledge of or exposure to: Oracle SQL, RPA tools, Jira, GitHub, Smartsheet and Azure DevOps or other similar technical project management tools.

Additional Information:The salary for the Junior Workflow Developer role is up to £27,000 with 23 days holiday, Pension Scheme, Bupa PMI and a superb, supportive work environment

Apply for Junior Workflow Developer

IFA Administrator

Ref: arc504

London - Permanent

£28,000 - £33,500

  • IFA Administrator, WFH 3-4 days per week long-term
  • To £33,500 – office based close to Moorgate, Liverpool St & Barbican
  • Award winning IFA business, forward thinking & flexible employer
  • Extremely varied role in a support team of 6, supporting 11 Advisors
  • Must be an experienced Administrator from within an IFA or Life Office environment with varied product knowledge

The Company:Our client’s IFA business was established almost 20 years ago and has developed into a respected, award winning advisory firm. A truly holistic advice service with their spread of business being around 40% investments, 40% pensions and 20% mortgage & protection.

The Role:An extremely varied admin support role that will see you heavily involved in the whole administration process, from preparing first meeting packs, inputting fact finds, obtaining illustrations and weekly planning / strategy meetings with Advisers. The role exists as a current Trainee IFA is gaining promotion and the idea is that with two other Trainee IFA’s on the team, that this vacant spot will be filled by someone looking to focus on administration long-term, whilst still being able to learn and grow moving forward, hence the prospect of this person possibly gaining exposure to some elements of report writing, with templates at least initially. The primary responsibilities include:

  • Preparing first meeting packs
  • Detailed use of Intelligent Office (IO) including - inputting fact finds, settingup clients, inputting cases and inputting initial fee (commission) & expectation of future income
  • Obtaining illustrations
  • Regular liaison with providers, clients and 3rdparties
  • Input Attitude to Risk (ATR) questionnaire into Financial Express
  • Obtain & copy Anti Money Laundering documents
  • Complete verification form for Adviser signature
  • Pass prepared case to Compliance
  • Update IO regularly, chase business and attend weekly planning / strategy meeting with Advisers

Skills/Experience Required: For the IFA Administrator role you must have previous Financial Services administration experience gained within either an IFA/Wealth management business or a Life Office having covered a variety of products. Ideally you will have used Intelligent Office, although experience with similar systems will be considered. You should be at least FPC Qualified (or equivalent), a good communicator with strong analytical skills. This company really puts an emphasis on teamwork, people with a team mentality will do well.

Additional Information:The salary for the IFA Administrator role is £28,000 – £33,500. As mentioned, most of the team work 3-4 days from home, there are 20 days holiday + 24thDec to 2ndJan as additional holiday. 4 x DIS, PHI, pension scheme and study support. Great atmosphere within the business as a whole.

Apply for IFA Administrator

PHP Developer

Ref: arc502

Surrey / Berks borders - Permanent

£40,000 - £55,000

  • PHP Developer, Camberley
  • Permanent role - to £55,000
  • National business, very well known in their sector, 5-star rated on TrustPilot with over 2,000 reviews
  • Really varied role working on a range of initiatives
  • PHP experience is key - ideally you will also have experience with ASP
  • The Company:Our client is a national business, currently numbering c.100 employees and well known within one of the UK’s biggest industries. The company will be looking to expand further towards the end of 2020 and early 2021.

    The Role:You will be working as a member of the IT team reporting to the IT Team Leader and alongside colleagues from other departments on a range of initiatives focusing on the refresh of core systems, services and public facing websites as well as the development and deployment of new technologies and services in line with the business objectives.

    Specifically, the role entails extending the functionality of online databases and websites, the development and deployment of API’s designed to extend the capabilities of current systems and integrate with third parties & rebuilding to a like-for-like fashion, key systems and services to up-to-date standards of development.

    This part of the role is ideally suited towards a keen Developer who can demonstrate an ability to think outside of the box whilst still adhering to standards and best practice frameworks. On the other side of the position, day to day duties also to include supporting the in-house user-base (circa 100 employees) with email, web, CRM, printing and other such general queries and activities.

    Training will be provided on all in-house bespoke systems and services though a natural ability to dissect hand-written code and understand the logical construction of PHP and ASP based web application would be a significant benefit.

    Skills/Experience Required:For the PHP Developer role, you must have extensive PHP experience and ideally previous exposure to ASP. Any exposure to Drupal, WordPress and CiviCRM would be advantageous but not essential. The ability to provide examples of production websites built from the ground up would be advantageous.

    Additional Information:The salary for the PHP Developer role is £40,000 - £55,000 with possible flexibility.

Apply for PHP Developer

Pensions Administrator

Ref: arc481

Croydon - Permanent

£25,000 - £29,000

  • Pensions Administrator
  • Surrey/London borders
  • £25,000 - £29,000 + bonus/pension
  • Genuine opportunity for development
  • Do you have a DB admin background but want a broader job spec, more variety and WANT TO LEARN MORE?
  • This team has a really positive team dynamic with first class support from management for exams and a deeper level of involvement than other TPA's.

The Company: Expanding at an impressive rate, our clients pensions admin function makes up about half of the workforce, where the focus is DB clients and some DC. Whereas a lot of Pensions Admin staff at other companies work quite narrow specs within a particular part of the process, this company wants people who want to grow, learn more about the business and really widen their skill-set within a broader remit.

The Role: You will personally be looking after a portfolio of administration clients that range in size. You will be expected to manage all day-to-day activities across your allocated clients as well as help to deliver management reports and ad-hoc projects. Your key responsibilities will include:

  • Prioritising work to ensure delivery in accordance with client Service Level Agreements.
  • Processing scheme events within target, ensuring compliance with internal standards/scheme/legislative rules.
  • Producing letters, emails and reports based on set templates as well as producing bespoke letters and emails where required.
  • Answering incoming calls and resolving queries.
  • Attendance of Trustee or client meetings.
  • Attending internal/external meetings to provide support and guidance on related client administration issues.
  • Participation in ad-hoc administration projects/exercises.
  • Identifying and recording non-core fee events.

Skills / Experience Required: For the Pensions Administrator role our client is looking for an A-Level or equivalent academic background, at least 2 years DB administration experience within a TPA as well as strong technical pensions and legislative knowledge.

Additional Information:The salary for the Pensions Administrator role is up to £29,000 with bonus c.£1,300 and a pension contribution from our client of up to 7% with various life & health benefits in addition.

Apply for Pensions Administrator

IFA Administrator

Ref: arc501

West Sussex - Permanent

£22,000 - £26,000

  • IFA Administrator, Worthing
  • To £26,000
  • Wealth management business, established over 30 years ago
  • Extremely varied role, merging IFA administration (producing valuations, processing new business) with reception duties (dealing with calls, greeting clients)
  • Must have previous IFA administration experience, happy to help people progress through the exams towards paraplanner/advisor roles long-term.

The Company:Our client is a fully independent, chartered wealth management business and well respected on the South Coast.

The Role:This is a hybrid role with dealing with producing client portfolio valuations and assisting with back office administration as well as covering reception duties. You will work on pre-sales related requests for illustrations, application forms and fact sheets as well as processing new business applications and dealing with existing business-related enquiries. The key responsibilities include:

  • Producing client portfolio valuations from various investment providers
  • Producing all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
  • Processing all new business applications by submitting to providers and updating the client database
  • Producing Letters of Authority for new clients to service policies
  • Working on producing any Letters/Forms required for switches, encashments etc.
  • Ensuring compliance requirements are met on all new business cases
  • Weekly chasing of all new business cases and existing business enquiries
  • Greeting clients in Reception
  • Dealing with answering telephone enquiries

Skills/Experience Required:You must have previous administration experience gained within an IFA/Wealth management business. Ideally you will have used Intelligent Office, be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.

Additional Information:The salary for the IFA Administrator role is £22,000 - £26,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.

Apply for IFA Administrator

Call Handler / Administrator

Ref: arc295

Surrey - Permanent

£22,100 - £23,600

  • Call Handler / Administrator
  • Epsom, £22,100 - £23,600
  • Genuine chance of progression - business has expanded healthily over the last 5 years
  • 60/40 mix of inbound query handling and admin work
  • Will consider: Personal Bankers, Essential Bankers, Community Bankers or Cashiers within the banking sector + customer service/contact centre experience within Insurance or Financial Services + recent graduates.
  • 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 with this role exposing you to both sides of the business.

    The Role:As a Call Handler / Administrator, you will be joining the Customer Service teams now numbering c.25 staff. The focus is on servicing existing customers with their mortgage and savings/investment products. Initially you will get to grips with the administrative element of the role and gradually gain exposure to calls from brokers and customers. The teams split their week between admin days and calls days, alternating through the week. As a business, their focus is very much on providing first class customer service with a requirement that potential candidates can show a "Customer Comes First" focus. People regularly progress into our clients other specialist teams, so those that apply themselves can definitely progress within the business. The main elements of the role include:

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

    This role works within a rota system of Monday to Friday 8am - 6pm, so you would work for 7.5 hours between these times. There is a requirement to work, on average, a half day one Saturday per month and those hours are 9am - 12pm for which you get 1.5 x hourly rate.

    Skills / Experience Required:As mentioned above, for this Call Handler / Administrator role our client will consider people with recent customer service experience within Financial Services, Insurance or Banking. They will also consider recent graduates with customer service experience. Good MS Office experience is required, along with good communication skills, an eye for detail and the ability to work accurately within a fast-paced environment.

    Additional Information:This is a great opportunity for career progression. Salary is to £23,600 along with an annual bonus, good company benefits inc. pension and professional study sponsorship. The Saturday overtime and company bonus would normally mean approx. an additional £1,000 on top of your basic salary + the other benefits.

Apply for Call Handler / Administrator

DC Implementation Coordinator

Ref: arc443

Surrey - Permanent

£28,000 - £32,000

Pensions Data Implementation Coordinator : Surrey : Salary £28,000 - £32,000 : Bonus + Pension c.£6,000

  • Reputable Financial Services employer, solid and expanding business model
  • Great chance to move on from standard DB or DC pensions admin, varied/challenging role
  • Due diligence client meetings, help to support the Implementations Project Manager by covering all data aspects of establishing new DC schemes
  • Looking for recent DB or DC admin experience

The Company:This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business in recent years. This role is based within one of the most expansive areas within the company, administering over £70bn of customer assets.

The Role:The prime focus of this DC Implementation team is to ensure that new DC schemes are established to agreed timescales. You will be responsible for covering all data aspects of establishing new DC schemes, this will include initial review and analysis of data, including data relating to pension protections, undertaking a due diligence meeting with the client, data set up, transition of existing assets and issuing new joiner letters/member statements. You will support the Implementation Project Manager in delivering to the client on schedule and will co-ordinate all data related activity to on board scheme members onto our client’s platform. Other key elements of this role include:

  • Understand operational requirements for back end teams, ensuring data received supports the administration.
  • Help senior management with ad-hoc projects as required to help drive the DC business forward.
  • Liaise with clients and internal associates to resolve any outstanding issues relating to data administration.
  • Interact with the appropriate members of Admin and Financial Operations to ensure that all-proper controls are established.
  • Effectively manage the client by communicating in a timely fashion any issues that could impact the conversion schedule or result in a change of data requirements.

Skills / Experience Required:To be considered for the Pensions Data Implementation Coordinator role, you must have previous experience as a DC or DB Pensions Administrator – previous implementation or installation experience would be viewed as an unexpected bonus. Strong MS Excel skills are a must as is attention to detail and a focus on accuracy. Our client is also keen to find people who are self-starters, keen to take on responsibility and new projects.

Additional Information:The Pensions Data Implementation Coordinator post comes with a salary of £28,000 - £32,000 whilst the pension and bonus would generally add c.£6,000. Free car parking available along with a host of additional benefits.

Apply for DC Implementation Coordinator

Call Centre Representative

Ref: arc380

Surrey - Contract

£22,000 pro rata

  • Customer Service Representative
  • Reigate - £22,000
  • Fixed term contract until 30thNov
  • A call centre role, dealing with queries from IFA’s and Customers – must have at least 1 year’s call centre experience
  • Must be immediately available

The Company:Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK.

The Role:As first point of contact for Financial Advisors, 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 client’s entire suite of products. Your responsibilities will include:

  • Answer queries from Financial Advisors.
  • Make calls to third parties (e.g. solicitors, intermediaries & 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 depts, ensuring queries are dealt with efficiently & result in a great customer experience.
  • Liaise with internal & external customers and 3rdparties to ensure relationships are developed & maintained.

Skills / Experience Required:Our client will consider people with at least 1 year’s call centre experience. Any experience within Financial Services, Banking or Insurance would be an added bonus. Any applicant must have a minimum of 5 GCSE's, or equivalent, including Maths & English (A-C Grades).

Additional Information:Salary is £22,000 pro rata.

Apply for Call Centre Representative

IFA Administrator

Ref: arc500

Cheshire - Permanent

£20,000 - £26,000

  • IFA Administrator
  • Cheshire
  • To £26,000 + bonus/benefits
  • Established and expanding Chartered IFA business - chance to develop and progress
  • Focusing on pension, investment and protection products
  • Providing support to the Paraplanning team, liaising with clients & providers, processing new business.
  • The Company:Our client has exciting plans for expansion over the next few years, providing a modern approach to financial planning for HNW individuals and the employee benefits market.

    The Role:This position is responsible for processing new business, proactive ongoing client management, servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management and operational effectiveness. Key responsibilities include:

    • Receiving and acting on instructions from two specific Advisers (Director & a Consultant) following client meetings.
    • Maintaining accurate records using the internal back office system.
    • Creating and producing letters, reports and invoices.
    • Carrying out all tasks consistently, including processing new business in line with compliance procedures.
    • Obtaining illustrations and product information from providers
    • Liaising with clients and product providers on outstanding documents and queries.
    • Preparation of existing client valuations / files ready for reviews.
    • Ensuring all client files are compliant on an ongoing basis.

    Skills &Experience Required:For the IFA Administrator post you should have at least 2 year's experience working within a similar role and a good working knowledge of protection, pensions and investment products. Intelligent Office experience is key and you should have worked on financial platforms (Fidelity/Standard Life/Transact/AJ Bell etc). Good attention to detail is vital, as are excellent communication skills, both written and verbal as well as being able to prioritise and multi-task. You should be able to drive and free parking is available as well as a flex approach to hours.

    Additional Information:The salary for the IFA Administrator role is £20,000 - £26,000 with 23 days holiday, 4 x Death in Service Benefit, Employer Pension Contributions, Free parking, Flexible working and Financial support to encourage study for further advancement within the business.

Apply for IFA Administrator

DC Remediation Asst Manager

Ref: arc499

Surrey - Permanent

£35,000 - £40,000

  • Pensions Remediation Assistant Manager
  • Surrey
  • To £40,000 + bonus/pension c.£9,000
  • Use your DC pensions admin experience to get Pension case assessments/reviews completed
  • Ensure transactions are processed correctly & sometimes perform rectifications
  • Our client can offer genuine long-term prospects and initially the chance to work from home, with possible options to do that once or twice a week long-term.

The Company:Our client has a great reputation for developing staff and giving people a platform from which they can move forward. Free parking when working from the office and a bonus/pension/benefits packages that would add c.£9,000 to your package.

The Team:The Operations Remediation team is responsible for resolving and delivering complex remediation exercises and providing technical support to the business. This is a dynamic team committed to providing best practise in a demanding and evolving regulatory landscape.

The Role:The Pensions Remediation Assistant Manager is responsible for pushing forward the completion of DC pension case assessments/reviews and to ensure that transactions have been processed in line with agreed procedures and regulatory requirements. Where this is not the case, you will perform and help shape the rectification activity required to ensure no detriment exists and will communicate this to the customer. Other responsibilities include:

  • Supporting pensions administration rework and remediation activity
  • Assisting in work-flow/case management and data cleanse activity
  • Engaging with customers on complex cases
  • Working with colleagues to review risk events and determine downstream impacts

Skills / Experience Required:For the Pensions Remediation Assistant Manager role, you must have recent DCpensions administration experience, ideally some DB knowledge and experience in performing pension case reviews or complaint handling. You should have an understanding of industry developments and changes to Pension Regulations, knowledge of pension calculations with strong numerical, analytical and communication skills.

Additional Information:The salary for this role is £35,000 – £40,000, with healthy bonus and an excellent pension scheme adding around £9,000 to your package. Initially you will work from home and dependent on business needs, there could be the option to do that long-term once or twice a week and free parking is available when you are in the office.

Apply for DC Remediation Asst Manager

Pensions Case Assessor

Ref: arc498

Surrey - Permanent

£27,000 - £32,000

  • Senior PensionsRemediationCase Assessor
  • Surrey
  • To £32,000 + bonus/pension c.£6,000
  • Use your DC pensions administration experience to support Pension case assessments/reviews
  • Ensure transactions have been processed correctly & perform rectifications if this is not the case
  • Our client is a big name in Financial Services, can offer genuine long-term prospects and initially the chance to work from home, with possible options to do that once or twice a week long-term.

The Company:Our client has a great reputation within Financial Services for developing staff and giving people a platform from which they can move forward. Free parking when working from the office and a bonus/pension/benefits packages that would add c.£6,000 to your package.

The Team:The OperationsRemediationteam is responsible for resolving and delivering complexremediationexercises and providing technical support to the business. This is a dynamic team committed to providing best practise in a demanding and evolving regulatory landscape.

The Role:The Senior Case Assessor is tasked with providing support in the completion of DC pension case assessments/reviews and to ensure that transactions have been processed in line with agreed procedures and regulatory requirements. Where this is not the case, you will perform the rectification activity required to ensure no detriment exists and will communicate this to the customer. Other responsibilities include:

  • Supporting pensions administration rework andremediationactivity
  • Performing data corrections
  • Engaging with and communicating outcomes to customers
  • Working with colleagues to review risk events and determine downstream impacts

Skills / Experience Required:For the Senior PensionsRemediationCase Assessor role, you must have recent DCpensions administration experience and an understanding of the case review process. You should have an interest in industry developments and Pension Regulations, be numerical and analytical with good communication skills.

Additional Information:The salary for this role is£27,000 - £32,000,000, with healthy bonus and an excellent pension scheme adding around£6,000 to your package. Initially you will work from home and dependent on business needs, there could be the option to do that long-term once or twice a week and free parking is available when you are in the office.

Apply for Pensions Case Assessor

Mortgage Administrator

Ref: arc408

Southampton - Permanent

£24,000 - £27,000

  • Mortgage Administrator
  • Southampton
  • £24,000 – £27,000
  • Previous mortgage administration experience essential
  • Growing brokerage, excellent working environment
  • Role includes submitting mortgage applications and case managing through to completion, supporting one specific Broker. Must be a confident, self-starter.

The Company:You will be working for a Broker who is part of one of the leading brokerages on the South-Coast, long established and expanding at a steady pace. This is a fully employed, full-time role and would suit someone who is keen to work within mortgage administration long-term.

The Role:The opening is for a Mortgage Administrator to support one Broker with all of the administration/support that comes from the business they write. There will also be some compliance responsibility, so therefore it is important this person has several years mortgage administration experience to their name (enough experience that they can make the Broker aware of any potential compliance issues they see). The initial main duties include:

  • Provide administration support for the mortgage application process and related protection products, from data input on the back-office system to completion.
  • Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met.
  • First point of contact for clients, lenders and conveyancers to ensure application process runs smoothly.
  • Providing an effective link between the client and the Broker ensuring that both are kept up to date with all matters relating to the mortgage and related products.
  • Chase up lenders, clients and conveyancers as necessary and ensure updates are documented on the relevant system.
  • Issuing documents to clients where appropriate and within the agreed turnaround times.

Skills / Experience Required:For this Mortgage Administrator role, we are looking forsomeone who has previous mortgage administration experience, including submitting applications. You must be positive, professional, a self-starter with exceptional attention to detail.

Additional Information:The salary for this role is £24,000 – £27,000, hours being 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.

Apply for Mortgage Administrator

Pension Projects Administrator

Ref: arc497

Surrey - Permanent

£26,000 - £32,000

Pension Projects Administrator, Croydon – £26,000 - £32,000 + bonus + pension

  • Pension Projects Administrator
  • Croydon
  • £26,000 - £32,000 + bonus/pension (the £37k advertised elsewhere is not true)
  • Innovative, award winning Financial Services company growing by around 20% per year
  • Varied projects role including scheme implementations, reconciliation and equalisation projects
  • Looking for solid DB administration and project delivery experience

The Company: Our client’s key areas are corporate pensions, employee benefits and wealth management with the function this role is a part of, making up about half of the 160-170 strong workforce. They are highly respected and provide services to a range of high-profile clients.

The Role: This role is specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations. This role is designed to help our client quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations. With the support of Administrators and Team Leaders you will be required to simultaneously deliver a number of technical projects for clients. The types of project you will work on will include:

  • GMP reconciliation projects
  • GMP equalisation projects
  • Benefit analysis and rectification work
  • New scheme implementations
  • Scheme events

The work is extremely varied and you will be supported by an experienced and knowledgeable team. You will be expected to adapt quickly and to spend your time working on a mix of project prioritised by their commercial and operational importance. Whilst the role does not have any direct management responsibilities, you will be expected to work alongside the operational teams and manage any resources allocated to you for the delivery of your projects. This could include Systems Analysts, Administrators or 3rdparty suppliers.

Skills / Experience Required: Our client is looking for a technical DB pensions administrator with project delivery experience as opposed to a project management background. The range of projects require a good understanding of DB pension legislation.

Additional Information:The salary for the Pension Projects Administrator role is up to £32,000 (not the £37k advertised elsewhere) with additional bonus and a pension contribution from our client of up to 7%.

Apply for Pension Projects Administrator

Customer Service Administrator

Ref: arc451

Surrey - Contract

£24,000 - £27,000

  • Pensions Customer Service Administrator, blue-chip employer
  • Surrey (Easy commute from Sutton, Epsom, Redhill, Croydon….)
  • Salary to £27,000 initially on a 9 month contract, but very good chances of going perm
  • Varied role, both customer service and administration elements - great prospects
  • Office based Customer Service experience ideal, some WFH available

The Company:This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business in recent years. This role is based within one of the most expansive areas within the company.

The Role:This division supports and maintains pension administration services for a wide range of corporate clients’ Defined Contribution pension arrangements. 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. This team processes retirement, death, and divorce cases, and other customer requests relating to their DC pension scheme. You will be expected to:

  • Process administration packs for DC pension scheme members and IFA’s, providing information regarding pension plans
  • Provide support for the retirement, death and divorce processes (depending on work volumes)
  • Prioritise/check thoroughly the accuracy and completeness of all aspects of your work and the work of others
  • Ensure administration work is within the expected standards in productivity, quality and response times/service standards
  • Deal promptly and confidently with routine and non-routine enquiries by providing accurate information
  • It is important that you have the ability to organise the day to day planning of your workload

Skills / Experience Required:You should be an enthusiastic, engaged and driven individual, who has a desire to achieve outcomes at a team level. You should be inquisitive and questioning, with a desire to learn. You will have either an administration or customer service background and equally, our client is open to recent graduates who can display the qualities mentioned. You should be a self-starter, demonstrate a good use of initiative, a strong communicator as well as numerate and computer literate (Excel, Word and PowerPoint).

Additional Information:This role comes with a salary of £24,000 - £27,000 with additional bonus normally around £2,000 and pension contributions from our client also being to around £3,300. Free car parking available along with a host of additional benefits.

Apply for Customer Service Administrator

Employee Benefits Administrator

Ref: arc494

SW London - Permanent

£22,000 - £28,000

Employee Benefits Administrator : South-West London : Salary £22,000 - £28,000 : Bonus + Pension

'LIVE VACANCY' Client adapting the interview process through phone + Zoom interviews.

  • Wealth Management business, established over 25 years, successful employee benefits arm
  • Salary to £28,000 + bonus
  • Study support provided for Administrators who want to progress
  • Looking for experience with any of the following: GPP's, Group Life, Group Income Protection or Group Critical Illess

The Company:Or client is a well-established wealth management business with 12/13 people in the office and a requirement now for two more Administrators, this role being within their Employee Benefits team.

The Role:This position will expose you to every element of the administration life-cycle, covering GPP’s, Group Life, Group Income Protection, Group Critical Illness and more. The main responsibilities include:

  • Day to day administration of corporate clients
  • Performing the associated administrative requirements of dealing with new joiners/leavers of multiple benefit schemes
  • Liaising with clients in a professional and courteous manner
  • Communicating with providers on a regular basis to ensure schemes are kept up to date
  • Renewals of group risk and healthcare schemes
  • Monthly pension submissions via provider websites
  • Payroll assessments for auto-enrolment using provider software
  • Assisting with auto-enrolment projects
  • Dealing with general enquiries from both corporate clients and their employees
  • Calculation and provision of P11d benefits figures

Skills/Experience Required:For this Employee Benefits Administrator role, our client is ideally looking for experience with products such as GPP’s, Group Income Protection, Group Life, Group Critical Illness, Group PMI or Auto-enrolment legislation. Excellent written and verbal communication skills are essential as is good attention to detail, the ability to work unsupervised and to tight deadlines.

Additional Information:Salary for the Employee Benefits Administrator role is up to c.£28,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am - 5.30pm.

Apply for Employee Benefits Administrator

Team Administrator

Ref: arc488

London - Permanent

£22,000 - £25,000

**Team Administrator **London **Salary to £25,000 (Perm) **Market leader in one of the UK’s fastest growing Financial Services markets **Looking for recent office administration experience, potentially a recent graduate/college leaver with some office experience **Role focuses on providing logistical support to the Business Development Team **Great chance for someone looking to focus their career within administration or indeed make their first move towards a sales or business development career.

The Company:A very expansive product provider who is putting more and more resources into their Final Salary pensions operation and is now considered one of the major players in the UK market.

The Role:Within our clients Defined Benefits pension operation sits the Business Development Team and this role will provide high calibre administrative support to help maximise effectiveness and ensuring the achievement of team targets. This support will include diary management, use of Excel/PowerPoint and the creation of MI, assisting in the pre and post quotation process and helping with marketing materials, e.g. website, literature and organise marketing events. The main elements of this post 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. Also taking accurate minutes of work planning meetings and pricing committees.
  • To keep up to date and relevant the presentations for beauty parades, conferences etc. This includes producing briefing packs for the meetings and general intelligence regarding prospects business.
  • Provide support for all the Business Development Managers in relation to MI requirements, e.g. current pipeline, potential repeat business pipeline.
  • To organise meetings on behalf of the Business Development team, providing briefing packs for each one.
  • Assist in ensuring competitor analysis is continually up to date, including understanding the latest transactions that competitors have completed.
  • To assist the Marketing Manager in delivery of marketing materials, e.g. website, literature etc.

Skills / Experience Required: For the Team Administrator role you must have previous office administration experience. If that has included exposure to producing MI, attending meetings, working on competitor analysis and helping with marketing materials, then that would be a huge bonus, but not expected. Our client will also consider recent graduates or strong college leavers with some office experience. It is important that you are a career person, have a professional attitude, excellent communication skills, are well organised and confident with MS Office

Additional Information: The Team Administrator package is a salary of £22,000 - £25,000 + bonus to 20% + pension and a variety of life and health benefits.Location:Very quick walk from the following stations - Fenchurch Street, Bank, Monument, Tower Hill, Aldgate, Cannon Street, London Bridge.

Apply for Team Administrator

Mortgage Paraplanner

Ref: arc429

West London - Permanent

£35,000 - £45,000

  • Mortgage Paraplanner
  • To £45k + bonus
  • Established, expanding, award winning Mortgage Brokerage
  • Looking for a Paraplanner to support a prominent Mortgage Broker
  • Must have mortgage paraplanning experience or at the very least, several years mortgage admin experience with a case management background

The Company:This brokerage has been operating over 10 years and are at the point now where they are looking to expand and build on the success achieved over that time. The MD is the No.1 Broker in their network, pushing through excellent levels of business and is a great person to learn from.

The Role:This role will see you work alongside the MD and the Senior Paraplanner, essentially doing everything a Broker would do aside from seeing clients. It is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. You will need to do all the groundwork, checking affordability, packaging all of the cases correctly before submission, placing cases with the appropriate Bank, ensuring you have all of the required documentation. The key tasks will include:

  • Completing all online Agreement in Principle’s and Mortgage Applications
  • Completing all Life Insurance Applications for Providers
  • Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly
  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant
  • Sourcing Mortgage rates for the Mortgage Broker using the Trigold system
  • Sourcing Life Insurance premiums using AssureWeb
  • Arranging for the Solicitor & Valuation fees to be taken where applicable

Skills / Experience Required:For this Mortgage Paraplanner vacancy, our client is looking for people with proven mortgage paraplanning or possibly an experienced mortgage administrator with case management experience. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail. Great atmosphere amongst the team, so a hard-working, positive, professional attitude is really important.

Additional Information:The Mortgage Paraplanner salary is £35,000 to £45,000 + bonus. Hours are 9am – 5pm with some flexibility.

Apply for Mortgage Paraplanner

IFA Administrator

Ref: arc493

South-West London - Permanent

£27,000 - £32,000

IFA Administrator : West London : Salary £27,000 - £32,000 : Bonus + Pension + Study Support

  • Established IFA business, successful private client and employee benefits arms
  • Salary to £32,000 + bonus
  • Study support provided for Administrators who want to progress towards a career as an Advisor
  • Looking for 1+ years experience ideally within an IFA admin role or indeed administration within a life office environment

The Company:Or client is a well-established IFA firm with 12/13 people in the office and a requirement now for two more Administrators, this role being within their Private Client team.

The Role:This position will expose you to every element of the administration life-cycle, taking in life, pension, protection and investment products. The main responsibilities include:

  • Meeting preparation and follow-up, i.e. preparation of draft valuation of policies and plans and pre-completing any Application Forms etc that are required.
  • Liaising with providers, insurance companies and solicitors to gather data.
  • Both online and postal processing of new business
  • Maintaining and updating client records & creating new client records on the company database (Adviser Office, also known as 1st Technology or IRESS).
  • Assisting with mail-shots including ISA mail-shots
  • Meeting and greeting clients
  • You will also be responsible eventually, for checking the work of others and making sure that things are all correctly in place.

Skills/Experience Required:For this IFA Administrator role, you will ideally already have worked within an IFA practice, gaining admin experience within a number of product lines (Investments, Life & Pensions products, protection etc) or have been exposed to these lines within a life office. Any progress towards the Certificate in Financial Planning / Diploma in Regulated Financial Planning would be an advantage, but support will be provided. Excellent written and verbal communication skills are essential, as are strong attention to detail and the ability to work unsupervised, under pressure and to tight deadlines.

Additional Information:Salary for the IFA Administrator role is up to c.£32,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am – 5.30pm.

Apply for IFA Administrator

Trainee Financial Advisor

Ref: arc483

Birmingham - Permanent

£30,000 - £36,000

**Trainee Financial Advisor, Birmingham city centre, salary to £36,000 **Looking for someone who wants to progress from a Senior IFA Admin or Paraplanner role into advice **Must have good occupational pensions experience **Part of a national IFA group with offices around the country, totalling c.150 people **Growing office, currently one Administrator and two Advisers **You must be Level 4 or close to it.

The Company:Our client is a city-based IFA/Wealth Management company, part of a well-established national IFA business operating for nearly 30 years, looking to gradually expand the Birmingham office. This company provides a highly personalised financial planning service.

The Role:Based centrally, close to the BT Tower and St Philip’s Cathedral, this role will provide a steep learning curve over the first 12 months. During that time, to help you adjust, there will be a need to get involved in administration, preparing quotes, preparing meeting packs etc, but this is a genuine Trainee Advisor role right from the outset. Our client does a lot of work with NHS organisations, hence the need for occupational pensions experience. You will help set up and maintain relationships with NHS organisations, support the communications process, attend events and meetings as well as supporting relationships with various public sector organisations. From a product perspective, you will be exposed to a wide range, covering investments, life and protection lines, but your transition from an admin/support/paraplanning background into an Advisor will be a lot smoother with that occupational pensions experience.

Skills / Experience Required:For this Trainee Financial Advisor role you must have previous IFA administration or paraplanning experience, ideally covering a variety of products which must include occupational pensions. You should also have Level 4 of the Diploma under your belt or be close to it. Strong communication skills, organisational skills and the ability to work calmly under pressure are also vital requirements. You will need to be a proactive team-player, be accurate with an eye for detail whilst being able to take on board a lot of information over that initial 12 months.

Additional Information:The salary for the Trainee Financial Advisor role is £30,000 - £36,000.

Apply for Trainee Financial Advisor

Senior Paraplanner

Ref: arc472

Surrey - Permanent

£35,000 - £40,000

**Senior Paraplanner **Godalming, Surrey **To £40,000 + bonus **Possibility of home working one day per week **A professional wealth management practice run by established professionals including a winner of the Financial Adviser of the Year award **Opportunity for a Paraplanner to develop and progress within a growing business **Great team/office atmosphere.

The Company:A well-established practice that advises across the board, both on individual and group products. This role will assist the Head of Administration, an impressive individual who ARC have built up a relationship with over several years.

The Role:This role will see you working as one of the more senior/technical support staff within the business. You will drive and manage the planning work-flow, receive and implement requests from the Advisers and gather/record client data. As you would expect from a role of this nature, you will prepare and compare financial analysis and also prepare reports to a professional/timely standard. There will of course be a good deal of client interaction, sometimes face to face, but the volume being phones based as well as 3rd party contact. You will undertake financial planning and product-based research, report on key measures and also act as a key link between the advisory and administration areas of the business.

As mentioned above, there is a great atmosphere within the team and part of that comes from people helping others, answering the telephones when needed, assisting colleagues during busy periods etc. Team fit is therefore a really important part of the search criteria for our client. The business is keen for people to be as qualified as they can be, relevant to the role, so they will provide all the support you need for appropriate professional development and training.

Skills / Experience Required:For this Senior Paraplanner role, you must have recent/current paraplanning experience, with the ability to build upon existing strong client relationships. Attention to detail is important, as are good organisational skills and the ability to work within a busy, fun and professional environment.

Additional Information:The salary for this role is in the range of £35,000 - £40,000 plus bonus, 25 days holiday, pension, DIS and Income Protection benefits. Working hours are 9am - 5.30pm, Monday to Friday. There could be an option to home work one day per week.

Apply for Senior Paraplanner

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.

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