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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

Brokerage Process Trainer

Ref: arc709

Surrey/WFH - Permanent

To £30,000

  • Job Title/Location: Brokerage Operations Process Trainer, Surrey & WFH
  • Salary: To £30,000 + average bonus 8% + pension contribution to 13%
  • Office/WFH: 3 days office + 2 days WFH
  • Requirements: Previous brokerage operations experience, knowledge of asset classes such as Equities, Fixed Income, ETF’s, Investment Trusts etc
  • Role Snapshot: Reviewing the processes within the department, ensuring they are performing with accuracy & efficiency, closing any knowledge gaps amongst the team, identifying new risks and implementing/testing controls

The Company/Team: This is a company known in the industry for developing people. They have been expanding impressively over the last 2 years, both growing established teams whilst also developing new teams/functions and income streams. The Brokerage Operations area is responsible for asset servicing and administration of brokerage holdings on their Retail Investment Platform.

The Role: This Process Trainer will focus on the support of Stock Plan Services (SPS) and will see you become a Subject Matter Expert (SME) and key contact across Operations. Key responsibilities will include:

  • Completing daily controls via reports and other checks in accordance with procedures
  • Ensuring all team procedures are up to date, reviewed and tested
  • Owning the investigation and resolution of issues, including effective communication with relevant internal stakeholders
  • Assisting other SME’s across the department with SPS queries and actively raising awareness through training and informational sessions
  • Oversee SPS operations and communication with SPS partners
  • Ensuring the right processes and practices are implemented across all SPS operational teams

Experience/Skills Required: For the Brokerage Operations Process Trainer role, our client is looking for solid brokerage operations, someone who has a knowledge of at least some asset classes such as Equities, Fixed Income, ETF’s and Investment Trusts. You must be a self-starter with a ‘can do’ attitude, a strong communicator and good at problem analysis. Any prior experience of working on process improvements would be a bonus for our client.

Additional Information: The salary for this Process Trainer role is to £30,000, with an average bonus of c.8%and company pension contribution up to 13%. There is an excellent benefits package including free parking, free gym, subsidised canteen, WFH flexibility and great opportunities to develop further.

Apply for Brokerage Process Trainer

AML/Financial Crime Trainee

Ref: arc562/3

Surrey/WFH - Contract

To £30,000

  • Job Title/Location:AML/Financial Crime Trainee, Surrey & WFH (12 month contract)
  • Salary:To£30,000 + average bonus 7.5% + pension contribution to 13%
  • Office/WFH:2 days office + 3 days WFH
  • Requirements:Either a recent graduate looking for a Financial Services career or someone looking to move into Financial Services with experience in admin/processing/data focused roles
  • Role Snapshot:Manual AML verification, identifying new and existing clients, dealing with queries/requests from other areas of the business, contact with clients and Financial Advisors

The Company/Team:This company has a great reputation within Financial Services and have been expanding solidly through 2020, 2021 and 2022. The Financial Crime Operations Team work alternating weekly shifts of 7am – 3pm, 8am – 4pm and 9am – 5pm. The team is responsible for the oversight, technical guidance on and quality assurance for the verification of clients for Anti-Money Laundering (AML) purposes.

The Role:The AML/Financial Crime Trainee role focuses on providing the best possible service to clients by accurately dealing with the operational aspects of the UK AML function. You will ensure AML effectiveness by following, reviewing and advising on procedures as prescribed and undertaking training as requested. You need to remain vigilant at all times to the possibility of money laundering or terrorist financing activity. In addition, you must be pro-active in creating UK AML Operations as the Group ‘Centre of Excellence’ for all operational AML issues through self-development, developing others and by identifying risk and constructively challenging poor practice. Key responsibilities include:

  • Manual AML verification for third party cheques
  • Manage exceptions to automated processes
  • Monitoring and investigating quality control reports
  • Daily telephone contact with clients and Independent Financial Advisors to resolve ‘items not in good order’ (NIGO’s)
  • Compile own manual letters for NIGO purposes/returning documentation
  • Work to agreed deadlines, ensuring that the management team are kept informed of work in progress and escalate any possible issues which will impact on the timeframe.
  • Conduct client authentication/verification using existing/new software

Experience/Skills Required:For this challenging and hands on AML/Financial Crime Trainee role, our client will consider recent graduates looking to break into Financial Services and they will also look at people looking to break into the FS market who have previous experience in admin/processing/data focused roles. This post suits people looking to specialise in a technical, high profile area where accuracy and a methodical approach are key. Strong communication and influencing skills and a desire to develop these skills further is also important.

Additional Information:The salary for this AML/Financial Crime Trainee role is to £30,000 with average bonus of c.7.5% and company pension contribution to 13%. A great benefits package including free parking, free gym, life & health benefits, WFH flexibility and genuine opportunities to develop further.

Apply for AML/Financial Crime Trainee

AML Training Assistant Manager

Ref: arc708

Surrey/WFH - Permanent

To £35,000

  • Job Title/Location:AML Training Assistant Manager, Surrey & WFH
  • Salary:To £35,000, average bonus 12% + pension contribution to 13%
  • Office/WFH:2 days office + 3 days WFH
  • Requirements:Solid AML/Financial Crime experience and any previous training experience would be a real bonus for our client
  • Role Snapshot:Providing 1stline support to ops colleagues on technical/process related queries, identifying and closing training & knowledge gaps, taking ownership of Financial Crime procedures

The Company/Team:This is a company known in the industry for developing people. They have been expanding impressively over the last 2 years, both growing established teams whilst also developing new teams/functions and income streams. Their Financial Crime Hub (FCH) operations team has 1stline responsibility for verifying new and existing UK clients for AML purposes and also performing periodic reviews and investigation of PEP, sanction and adverse media screening alerts.

The Role:This AML Training Assistant Manager role places you within an FCH technical function, working alongside another Process Trainer. You will be expected to develop a high level of personal understanding of the systems and processes as well as the regulations that drive the process requirements. You will also be involved in process reviews and project management of change initiatives that impact your processes, forming part of the functional leadership team. Key responsibilities will include:

  • Take ownership of functional process documents, supporting a regular review and accurate version control. Support a migration of process documents to Knowledge Base
  • Provide training on technical concepts and processes to the team, resulting in a reduction in the volume of queries and increased results from knowledge testing over the long-term
  • Facilitation of knowledge assessments, including the building of question banks
  • Removing blockers, to enable team members to process their work efficiently
  • Supporting the function in implementing strategic change to meet regulatory requirements, increase efficiency or increase customer experience

Experience/Skills Required:For the AML Training Assistant Manager role, our client is looking for solid AML experience. Whilst previous training experience would be a welcome bonus, it is not a requirement, but you should be a self-starter, confident communicator with detailed understanding of financial crime prevention regulations.

Additional Information:The salary for this AML Training Assistant Manager role is to £35,000, with an average bonus of c.12% and company pension contribution up to 13%. There is an excellent benefits package including free parking, free gym, subsidised canteen, WFH flexibility and great opportunities to develop further.

Apply for AML Training Assistant Manager

Business Analyst x 6

Ref: arc657

London/Surrey & WFH - Permanent

To £65,000 + c.10% bonus

  • Job Title/Location:Product Business Analyst, Surrey or London/WFH
  • Salary:To £65,000 + average bonus of 10%
  • Office/WFH:Flexible arrangement, average week of 1-2 days office (London or Surrey) & 3-4 days WFH
  • Requirements:A business analysis background with experience in product development projects or within the fund management sector
  • Role Snapshot:Running product development from idea through to delivery, understand proposition roadmaps and conceptualise new product ideas

The Company/Dept:This client is an important player in the fund management sector, producing innovative solutions/products that impact positively on both distributors and fund managers. Numerous office locations around the world with this role being based out of either their London or Surrey offices. The Product Team numbers around 40 people, driving company strategy and bringing client projects to life.

The Role:The Product Team works in close collaboration with the Propositions Team who are responsible for anticipating and meeting the long-term needs of the investment industry; together, they devise and direct the strategies behind our clients market-leading products and services. They sit at the heart of the company and oversee the development and roll-out of all services, from formulation to sales – including all elements of product and service planning and positioning. The main responsibilities of the role include:

  • A key member of scrum teams
  • Running product development from idea through to delivery
  • Working closely with Product Managers to understand proposition roadmaps & deliverables
  • Conceptualise new product ideas, working closely with UX to create prototypes
  • Capture requirements and create user stories
  • Supporting development and QA teams
  • Creating acceptance criteria and reviewing test cases
  • Stakeholder demos and progress reporting for Product Managers

Experience/Skills Required:For this Product Business Analyst role, our client is looking for solid business analysis experience, ideally with a background in either product development projects or within the fund management sector. Previous exposure to Scrum/Agile, strong communication skills with the ability to influence are also on our clients wish-list.

Additional Information:The salary is to £65,000 with an average bonus of around 10%. The team is expanding due to a recent acquisition, so currently need an additional 6 Product Business Analysts. The business is doing extremely well and there are genuine opportunities to develop within the company.

Apply for Business Analyst x 6

Investment Fund Administrator

Ref: arc707

Surrey/WFH - Contract

£25,000 - £30,000

  • Job Title/Location:Investment Funds Administrator, Surrey & WFH
  • Salary:£25,000 - £30,000, bonus 10% pro-rata’d (£2,100) + pension contribution to 13% c.(£2,700)
  • Office/WFH:2-3 days office + 2-3 days WFH
  • Requirements:Ideally looking for some previous corporate actions / dividends experience, will also consider previous Financial Services/Banking admin experience and recent graduates with some form of professional experience (internship/work experience) within Financial Services or Banking
  • Role Snapshot:Checking accuracy of corporate action and dividend inputs, testing Corporate Action scenarios, monitoring the status of Corporate Action events

The Company/Team:This is a company known in the industry for developing people. They have been expanding impressively over the last 2 years, both growing established teams whilst also developing new teams/functions and income streams. This team is responsible for asset servicing and administration of brokerage holdings on their Retail Investment Platform.

The Role:This Investment Funds Administrator role is set within a team that will process all work items applicable to the company’s asset universe. You will be part of a team processing events, including validating entries in the Books & Records system, providing support, guidance and direction to both junior and senior team members. Key responsibilities include:

  • Supporting the development of placings and IPO’s across the business
  • Testing Corporate Action scenarios on the Investment Platform.
  • Drafting of departmental procedures and ongoing ownership of those procedures.
  • Undertake daily operational tasks in accordance with defined procedures
  • Initiation and monitoring of notifications to Clients including Advisers, where applicable, and subsequent Instructions to our Market Broker/Custodian
  • Helping to resolve Custody reconciliation breaks resulting from corporate actions or dividend activity, both cash and stock, ensuring timely and accurate resolution

Experience/Skills Required:For the Investment Funds Administrator role, our client will consider three types of background. This can include those with previous corporate actions or dividends experience, alternatively candidates with administration experience within broader Financial Services or Banking roles and they will also consider recent graduates with some form of professional experience (internship/work experience) within Financial Services or Banking. You should be a self-starter, possess a ‘can do’ attitude with good attention to detail, strong communication skills and a good team-working attitude.

Additional Information:The salary for this Investment Funds Administrator role is £25,000 - £30,000, with bonus being 10% pro-rata’d for 9 months (c.£2,100) and company pension contribution up to 13% (£2,700 once pro-rata’d). There is an excellent benefits package, WFH flexibility and great opportunities to develop further.

Apply for Investment Fund Administrator

Senior Pensions Administrator

Ref: arc431

Surrey/WFH - Permanent

To £30,000

  • Job Title/Location:Senior Pensions Administrator, Surrey/WFH
  • Salary:To £30,000 + average bonus c.7.5% (£2,250) + pension contribution to 13% (c.£3,900)
  • Office/WFH:1-2 days office based per week, the majority of your time being WFH
  • Requirements:Previous DC, DB or SIPP pensions administration experience
  • Role Snapshot:Providing a high quality administration service to SIPP customers, liaising with numerous internal stakeholders and assisting with regulatory reporting. One perm role and one 9 month FTC

The Company/Team:This company is an established but growing name in Financial Services with a reputation for developing people and offering genuine long term career prospects. These are SIPP based administration roles within one of the fastest growing areas of the business. This team is responsible for processing the core elements of SIPP administration, including transfers, benefit calculations and payment, death & divorce cases, investment transactions and day to day SIPP administration.

The Role:This Senior Pensions Administrator role is key to the company providing an uncompromising service to their IFA’s and clients. Your responsibilities will include:

  • Ensuring timely, pro-active and high quality services to Retail SIPP clients including updates to procedures through close liaison with a wide range of internal stakeholders/departments
  • Provide and collate information for regulatory reporting
  • Ensuring the appropriate escalation of issues to management
  • Issuing correspondence to members, ensuring that all legal and compliance requirements have been satisfied
  • Taking ownership of individual issues and ensuring they are resolved to the satisfaction of the client and the business

Experience/Skills Required:For the Senior Pensions Administrator role, our client is looking for solid DC, DB or SIPP pensions administration experience. You should have the ability to work towards deadlines, be a self-starter, want to learn with good communication, numerical and organisational skills.

Additional Information:The salary for the Senior Pensions Administrator role is to £30,000 with an average bonus of c.7.5% (c.£2,250) and a company pension contribution to 13% (£3,900). An excellent benefits package includes free parking, free gym, subsidised canteen, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Senior Pensions Administrator

Data Analyst

Ref: arc692

Surrey/WFH - Permanent

£35,000 - £40,000

  • Job Title/Location:Data Analyst, Surrey/WFH
  • Salary:To £40,000 + average bonus of 11%+ pension contribution to 13%
  • Office/WFH:1-2 days p/w in the office, 3-4 days p/w WFH
  • Requirements:Data analysis experience within Financial Services, Banking or Insurance is key + strong MS Office skills, highly accurate and someone keen to take on responsibility and new projects
  • Role Snapshot:Identifying critical data elements, controls, data cleansing requirements, ongoing reconciliations and the delivery of Management Information

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This is a newly formed team that is responsible for improving the quality and management of product data across the wider Operational Teams.

The Role:This Data Analyst role covers a wide variety of processes, with significant interactions with other departments and a strong need to foster excellent relationships with Internal Customers. This will include identifying critical data elements, controls, data cleansing requirements, ongoing reconciliations and the delivery of Management Information. Your responsibilities within this will include:

  • Using our clients internal Data Quality scorecard to identify Data Quality issues
  • Review and Re-mediate Data Quality issues via Data Cleansing to improve scores
  • Engage with the operational teams to understand processes and data requirements to ensure accurate re-mediation of data
  • Report on the progress of Data Cleansing activities
  • Understand and highlight the challenges to complete the required re-mediation
  • Have input into the understanding of the root cause of Data Quality issues
  • Identify potential process or technology improvements to prevent the re-occurrence of Data Quality issues

Experience/Skills Required:For this Data Analyst role, our client is looking for data analysis experience within Financial Services, Banking or Insurance market. Must have strong MS Office skills, high levels of accuracy, a self-starter who is keen to take on responsibility and get involved in new projects. You should also have the ability to create specific action plans out of complex data issues.

Additional Information:The salary is to £40,000 with the average bonus being c.11% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Data Analyst

Regulatory Analyst

Ref: arc706

London/WFH - Permanent

To £75,000

  • Job Title/Location:Regulatory Analyst, London/WFH
  • Salary:To £75,000 + average bonus c.19% + pension contribution to 13%
  • Office/WFH:2 days office based per week, 3 days per week WFH
  • Requirements:Must have strong regulations experience within either Financial Services, Banking or Insurance, ideally having had exposure to 1stline of defence functions
  • Role Snapshot:Create solutions for the business, integrating the need to meet regulatory requirements with the needs of clients/the business. Conduct analysis & solution development for specific programmes, seeking risk resolution or issues that may impact project delivery

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion. This role sits within a new area of the business that provides proactive support and guidance to the business and operational functions globally, ensuring regulatory solutions are developed and risks identified and managed accordingly. The team are crucial to the development of an effective regulatory change management culture within the business, with a diverse portfolio within its global remit in an ever-changing risk and regulatory landscape.

The Role:The Regulatory Analyst post is responsible for providing analysis, assessment and documentation for regulatory initiatives of all sizes, following output from horizon-scanning activity by their Compliance teams. Key responsibilities include:

  • Conduct business impact analysis to support solution development for both core programmes and ad-hoc project deliverables
  • Take the lead with regulatory initiatives of all sizes
  • Produce and manage plans and timelines associated with the analysis of initiatives
  • Report on progress of initiatives, as well as identifying and seeking resolutions to risks or issues to support project delivery
  • Champion good process design and support customer focused development on all projects
  • Create solutions alongside the Business, General Counsel and other relevant functions for regulatory programmes that come under the responsibility of the team
  • Analyse feasibility of possible solutions using process and journey mapping to highlight and define solutions

Experience/Skills Required:For the Regulatory Analyst role, our client is looking for someone who possesses proven technical knowledge of the regulatory environment and its impact on the business. This can come from a background in Financial Services, Banking or Insurance. Experience of working on regulatory initiatives is sought, as are strong communication, analytical and stakeholder management skills, you should also be a critical thinker with the ability to interpret regulatory language and simplify it for others.

Additional Information:The salary for the Regulatory Analyst role is up to £75,000 with an average bonus of c.19% and a company pension contribution to 13%. An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Regulatory Analyst

Pensions Technical Manager

Ref: arc704

Surrey/WFH - Permanent

£50,000 - £55,000

  • Job Title/Location:Pensions Technical Manager, Surrey/WFH
  • Salary:To £55,000 + average bonus c.15% (£7,900) + pension contribution to 13% (c.£7,100)
  • Office/WFH:1-2 days office based per month, mainly WFH
  • Requirements:Strong DC pensions administration experience, any technical pensions experience an advantage, as would be knowledge of HMRC, FCA and TPR rules
  • Role Snapshot:Ensuring that the Operations and Customer Service teams follow established procedures and legal requirements, acting as a technical query escalation point, maintaining technical oversight

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. This team ensures that the Operations and Customer Service teams follow established procedures and legal requirements to ensure consistent/positive customer outcomes are achieved.

The Role:In this Pensions Technical Manager role, you are expected to maintain a technical oversight ensuring that processes, procedures and letters adhere to regulatory and business requirements. You will act as a point of escalation for technical queries relating to DC pension schemes and will be responsible for ensuring the business has the appropriate level of technical and compliance oversight in relation to DC schemes.

The role has a wide scope of responsibilities and requires a detailed understanding of DC pension products, with a clear understanding of how to manage and mitigate key business risks.

Experience/Skills Required:For the Pensions Technical Manager role, our client is looking for solid DC pensions administration experience and ideally someone with a good handle on HMRC, FCA and TPR rules. You must be a strong communicator, a self-starter with good time management, prioritisation and organisational skills.

Additional Information:The salary for the Pensions Technical Manager role is to £55,000 with an average bonus of c.15% (c.£7,900) and a company pension contribution to 13% (£7,100). An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people. Great company to work for with genuine chances to develop and progress.

Apply for Pensions Technical Manager

Pension Regulations Manager

Ref: arc705

Surrey/WFH - Permanent

To £55,000

  • Job Title/Location:Pension Regulations Manager, Surrey/WFH
  • Salary:To £55,000 + average bonus c.15% + pension contribution to 13%
  • Office/WFH:1-2 days office based per month, the majority of your time being WFH
  • Requirements:Strong DC pensions administration experience, strong technical pensions knowledge
  • Role Snapshot:Looking at processes around areas such as contributions, retirements, transfers, new joiners etc, are they compliant, are there any gaps. Review product specifications, create a regulatory repository, provide policy interpretations based upon regulations

Great opportunity for a strong senior pensions administrator with real technical strength to move to the next level, working within a respected team where you will have a say in the way forward and gain excellent exposure

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion. This team is responsible for documenting and maintaining regulatory repository of all relevant pension legislation and guidance applicable to the administration of their corporate pension products, the main focus being DC schemes. The team review processes and documentation against the repository and perform gap analysis to ensure they are compliant with current legislation.

The Role:In this Pension Regulations Manager role, you will be part of a small team that create and maintain a UK Regulatory Repository and Operational Compliance Framework for DC corporate pension schemes. You will also support the Pensions Operations Technical Team on technical queries, working with stakeholders to ensure the business operates compliantly. Your key responsibilities include:

  • Undertake research into all prevailing UK regulations relevant to DC pensions business.
  • Review materials developed previously like product specifications, service guides and admin manuals to ensure alignment and flag potential remediation needs.
  • Create and maintain a regulatory repository of relevant UK pension regulations and guidance.
  • Provide policy interpretations based upon regulations.
  • Review existing processes and customer outcomes against “new” policies, provide gap analysis and progress required for small scale process/output changes.

Experience/Skills Required:For the Pension Regulations Manager role, our client is looking for solid DC pensions administration experience and good technical strength/knowledge in relation to DC legislation/regulations. You should also have the ability to question internal processes and in turn guide improvements.

Additional Information:The salary for the Pension Regulations Manager role is to £55,000 with an average bonus of c.15% and a company pension contribution to 13%. An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Pension Regulations Manager

Complaints Investigator

Ref: arc470

Surrey/WFH - Permanent

£25,000 - £32,000

  • Job Title:Complaints Investigator
  • Salary:To £32,000 + bonus average of 7.5% + pension to 13%
  • Office/WFH:Average week of 1-2 days office based (Surrey) and 3-4 days WFH
  • Requirements:Must have complaints experience or a banking background (Bank Cashier, Personal Banker etc)
  • Role Snapshot:Investigate, resolve & respond to complaints, liaising with clients & Financial Advisors

Superb opportunity to work with a respected employer, known within the industry for developing staff, offering genuine long-term career prospects

The Company:Our client is aleading player in Financial Services, employing over 10,000 people worldwide, expanding their product offering and they have been expanding the business at an impressive rate over the last 2-3 years.

The Role:As a Complaints Investigator you will be responsible for investigating, resolving and responding to complaints which could carry a financial, regulatory or reputational implication for the business. The role is client facing so you will be expected to liaise with clients, IFA’s and third parties as well as internal stakeholders. Your core responsibilities include:

  • Deal with all complaint cases and communicate effectively with clients over the phone and in writing in a friendly, empathetic and professional way
  • Use effective questioning to fully understand the nature of a complaint
  • Fully explore complaints, identify errors and resolve them to the satisfaction of all parties.
  • Capture all details and progress of a complaint in a structured manner
  • Work efficiently to ensure a significant contribution in reducing the stock of complaints or keeping the volumes at an acceptable level
  • Maintain regulatory knowledge and competencies and escalate matters that have regulatory / reputational / financial risk

Skills/Experience Required:For this Complaints Investigator role, you should have some complaints experience, from any sector, within a professional, office setting. Our client will also consider people with a banking background with customer service experience, so Bank Cashiers, Personal Bankers etc. Excellent organisation skills are essential with good analytical and interpersonal skills with the ability to influence and negotiate at all levels. You should also want to learn and develop/better yourself.

Additional Information:Salary for the Complaints Investigator role is to £32,000 with bonus on average adding c.7.5% and a pension contribution from the company to 13%. There is free parking, free gym, subsidised canteen, study support for professional qualifications and ongoing training available. A great company to develop a career with long-term.

Apply for Complaints Investigator

Banking Reconciliations Support

Ref: arc701

Surrey/WFH - Permanent

To £29,000

  • Job Title/Location:Banking Reconciliations Associate, Surrey & WFH
  • Salary:To £29,000 + average bonus of 7.5% + pension contribution to 13%
  • WFH:1-2 days in the office & 3-4 days WFH
  • Requirements:Strong numerical, analytical, communication and MS Office skills. A background in finance/reconciliations roles would be an advantage, will also consider recent graduates/A Level school leavers
  • Role Snapshot:Involvement in collating/submitting Client Money & Asset Return (CMAR) regulatory reporting to the FCA, logging CASS breach notifications and risk events

The Company/Dept:This company has a great reputation for developing people and they are going through a sustained period of expansion including developing new strains of business. This role sits within the UK Banking, Reconciliation & Control (BRC) Team and you will be responsible for ensuring that the FCA’s Client Assets Sourcebook (CASS) requirements and broader financial controls are fully considered and incorporated into projects and BAU processes.

The Role:This Banking Reconciliations Associate post gives you the opportunity to gain wide experience in becoming a relevant subject matter expert on CASS related matters experienced via new initiatives, projects and change. This will include:

  • Monthly collation and submission of CMAR regulatory reporting to the FCA.
  • Logging of CASS breach notifications and risk events.
  • Reviewing BRC processes to ensure compliance and identifying any improvements required.
  • Supporting business initiatives which affect BRC and provide technical input into solutions as appropriate.
  • Providing support for regulatory audits (internal & external) and regulator visits.
  • Involvement in the development of new processes, controls and reporting to meet changing regulatory demands.

Experience/Skills Required:For this Banking Reconciliations Associate role our client is looking for some previous finance or reconciliations experience as well as strong numerical, analytical, communication and MS Office skills. You should also be willing to learn and to study for the Investment Operations Certificate (IOC). Our client will also consider recnt graduates and A Level school leavers with good grades in subjects such as Maths/Economics etc.

Additional Information:The salary for the Banking Reconciliations Associate role is to £29,000 with the average bonus being c.7.5% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, free gym, free parking, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term within a business that is known for staff development.

Apply for Banking Reconciliations Support

Proposition/Change Manager

Ref: arc703

Surrey/WFH - Permanent

To £75,000

  • Job Title/Location:Senior Proposition/Change Manager, Surrey/WFH
  • Salary:To £75,000 + average bonus c.19% + pension contribution to 13%
  • WFH:1-2 days office based per month, the majority of your month being WFH
  • Requirements:Open to a range of background inc. change management, project management, product ownership or management, propositions experience also naturally considered
  • Role Snapshot:Shaping our clients proposition from customer experience through to regulatory requirements, working with the data and translating that for the business

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. This Proposition Team only numbers 3 people at present, but this is very much a company-wide role whereby you will be working on change projects across the business, building up a significant stakeholder network. This area of the company is a relatively new and growing function responding to the increasing demand from clients to provide greater transparency on sustainable policies as it relates to the products and services offered by areas of their businesses.

The Role:In this Senior Proposition/Change Manager role, you will be joining at an exciting time as they start their journey in creating a holistic sustainable investing strategy which will enable them to deliver value for their clients whilst responding to widespread regulatory change. You will become an SME in sustainable investing regulations, lead change projects and work directly with business stakeholders to deliver value to their clients and customers. Your responsibilities can be broken down into the following areas:

  • Effectively interfacing between the channels and the functional departments
  • Working with those business channels to understand customer requirements, ensuring these are carried through to development
  • Forming a good understanding the competitor landscape, using this to inform development and positioning of products/services
  • Developing and maintaining market leading, competitive and compliant proposition
  • As mentioned above, shaping the proposition from customer experience to regulatory requirements, working with data and translating that for the business as a whole
  • Acting as product owner on change projects, ensuring the pace of development is maintained and that change is developed on time, on scope and within budget

Experience/Skills Required:For the Senior Proposition/Change Manager role, our client is considering quite a range of backgrounds as it is such a diverse post. The constant is that you must have had some kind of change background, but this could come from within a product management/ownership role, project management, a propositions environment and ideally someone able to analyse the impact of new/existing regulations on a business function, within any business sector.

Additional Information:The salary for the Senior Proposition/Change Manager role is up to £75,000 with an average bonus of c.19% and a company pension contribution to 13%. An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Proposition/Change Manager

Supplier Outsourcing Manager

Ref: arc702

Surrey/WFH - Permanent

To £68,000

  • Job Title/Location:Supplier Outsourcing Senior Manager, Surrey/WFH
  • Salary:To £68,000 + average bonus c.19% (£13,000) + pension contribution to 13% (c.£8,800)
  • WFH:1-2 days office based and 3-4 days WFH
  • Requirements:Previous vendor/supplier management experience, ideally experience in process implementation and some previous project involvement or project management experience
  • Role Snapshot:Coordinating our clients internal outsourcing function on a global basis, reviewing & analysing documentation, MI reporting, horizon scanning / process reviewing

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. The Business Management team provide central support for several financial divisions, working closely with the Legal Entity CEO’s, Senior Leadership Team and the respective channel business managers. The team totals around 20 people across the UK, Ireland, India, Asia and Bermuda and the team is set to grow further in the short-medium term.

The Role:The Supplier Outsourcing Senior Manager role supports the Head of Business Management, Global Governance and Internal Outsourcing, ensuring effective project management of the internal outsourcing process. The role will focus on the management & maintenance of key controls including development of MI reporting and regulatory change horizon scanning that may impact internal outsourcing arrangements. You will be responsible for reviewing and analysing documentation, preparation and roll out of Internal Material Outsourcing Arrangements (IMOA) remediation meetings working closely across all functions and entities within the company. Main responsibilities include:

  • Act as coordinator for residual remediation, including initial and updating meetings with global stakeholders
  • Horizon scanning: Review and enhance internal outsourcing policies, processes and procedures. Partnering with Compliance & Risk teams to ensure any upcoming regulatory change impacting the internal outsourcing procedures and governance framework are embedded and communicated
  • Managing the BAU Implementation Steering Committee / Oversight Group
  • Overseeing workflow demand and allocating / prioritising activity to the teams
  • MI Reporting (designing & reviewing regular reporting). Support the development of a scalable reporting strategy and drive efficiencies in the process
  • Partner with Risk to track self-identified risk issues to closure
  • Responsible for coordinating annual IMOA procedure review with compliance and risk

Experience/Skills Required:For the Supplier Outsourcing Senior Manager role, our client is looking for someone with vendor or supplier management experience, possibly someone who has had some kind of project management responsibility in the past and again, ideally someone with process implementation or outsourcing regulations experience, but these last two points are not essential.

Additional Information:The salary for the Supplier Outsourcing Senior Manager role is to £68,000 with an average bonus of c.19% (c.£13,000) and a company pension contribution to 13% (£8,800). An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Supplier Outsourcing Manager

ESG Business Analyst

Ref: arc658

Surrey/London/WFH - Permanent

To £60,000

  • Job Title/Location: ESG Business Analyst, Surrey or London/WFH
  • Salary: To £60,000 + average bonus of 10%
  • WFH: (Flexible) At least 1-2 days p/w in the office (London or Surrey) & 3-4 days WFH possible
  • Requirements: A strong business analysis background, ideally a German speaker although not essential. Knowledge of ESG methodology an advantage, again not a key requirement
  • Role Snapshot: Analysing & capturing client requirements, providing client consultancy on those requirements & providing product development ideas based on client feedback/requests

The Company/Dept: This client is an important player in the fund management sector, producing innovative solutions/products that impact positively on both distributors and fund managers. Numerous office locations around the world with this role being based out of either their London or Surrey offices. The Product Team numbers around 40 people. Regarding Environmental, Social & Governance (ESG) issues, the Product Team works with clients in articulating their requirements for their ESG services, this is one of the most exciting and long-term developments in which our client aim to become a global leader.

The Role: The ESG Business Analyst post is a client facing role, working with product and development teams, delivering ESG products and services. Your main responsibilities will include:

  • Analysing & capturing client requirements through meetings, conference calls and emails.
  • Document client requirements thereby detailing the functionality, data and aesthetic aspects of the project in an agreed format.
  • Providing client consultancy regarding their requirements; offering suggestions for the best and most practical solutions to their requirements.
  • Handling service/module/product configuration tasks where applicable, e.g. factsheet template creation and styling.
  • Providing product development ideas based on client feedback and requests.
  • Supporting development, UX and Quality Assurance teams
  • Progress reporting for Product/Project Managers

Experience/Skills Required: For the ESG Business Analyst role, our client is looking for solid business analysis experience. Preference would be for a German speaker due to the make-up of a number of their clients, but this is not essential. Any previous exposure to ESG methodology would again be an advantage but not a key requirement. Strong communication and relationship building skills are important.

Additional Information: The salary is to £60,000 with an average bonus of around 10%. The team is expanding, the business doing extremely well and there are genuine opportunities to develop within the company. An exciting team to be a part of moving forward.

Apply for ESG Business Analyst

Regulatory Manager

Ref: arc641

Surrey/WFH - Permanent

£55,000 - £60,000

  • Job Title/Location:Regulatory Manager, Surrey & WFH
  • Salary:To £60,000, average bonus 15% (c.£9,000) + pension contribution to 13% (c.£7,800)
  • WFH:Mainly WFH, required in the office in Surrey 1-2 days per month
  • Requirements:Experience of regulatory requirements around UK transaction reporting, broad knowledge of MiFID II and some market knowledge of asset classes such as Equities/Fixed Income/ETF’s/Investment Trusts
  • Role Snapshot:Take on overall responsibility for brokerage regulatory reporting, including the migration of the Transaction Reporting process from another team & it’s ongoing management

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. The Brokerage Operations Dept is responsible for asset servicing and the administration of Brokerage holdings on their Retail Investment Platform. There are three broad functional areas – Trade Operations, Corporate Actions and Regulatory & Control.

The Role:The role forms part of our clients Brokerage Operations senior management team and covers a range of regulatory and control tasks in addition to the regulatory reporting and migrating another teams Transaction Reporting process mentioned above. Key responsibilities include:

  • Ensuring correct and timely submission of FASL transaction reporting to the FCA via UnaVista, including regular reconciliation of data on internal systems and held by the regulator
  • Owning regulatory reporting issues and their resolution, including effective communication with relevant teams and stakeholders
  • Actively raising awareness of Transaction Reporting across the Brokerage Hub and wider Operations department and encourage consideration of potential impact of other processes across Operations & Technology
  • Liaising with the Compliance Team re breaches and regulatory matters
  • Identifying risks, implementing and testing controls and ensure full documentation in the RCSA
  • Own the regulatory change backlog and work closely with the TR Transformation SME to ensure all changes in regulation and/or systems are correctly assessed, and the outcomes align with relevant regulatory reporting requirements

Experience/Skills Required:For this Regulatory Manager role, our client is looking for knowledge of regulatory requirements, particularly those based around UK Transaction Reporting. A broad knowledge of applicable regulation (MiFID II) and current industry concerns is key and knowledge of asset classes such as Equities, Fixed Income, ETFs, Investment Trusts. This role has influence within the management team, so some gravitas is required and ideally some previous projects exposure.

Additional Information:The salary is to £60,000 with an average bonus of 15% (c.£9,000) and company pension contribution to 13% (c.£7,800). There is an excellent benefits package, WFH flexibility (need to be in the office 1-2 days per month) and great opportunities to develop further.

Apply for Regulatory Manager

Lead/Senior Business Analyst

Ref: arc678

Surrey/WFH - Permanent

£60,000 - £75,000

  • Job Title/Location:Lead/Senior Business Analyst, Surrey/WFH
  • Salary:To £75,000 + average bonus c.19% + pension contribution to 13%
  • WFH:Average working week of 1-2 days office & 3-4 days WFH
  • Requirements:A background with data (Data Governance/Architecture, Records Management, Compliance etc). Regulatory change experience and exposure to large/complex strategic change programmes within Financial Services also key
  • Role Snapshot:Supporting the implementation of our clients Data operating Model Transformation Programme, reporting into the Programme Director

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. The UK Business Change Dept provides a change environment with a global approach to business and regulatory initiatives and is driven by the objective of placing the customer at the heart of the business, a mindset that permeates throughout the company at every level.

The Role:In helping to implement this transformation programme, you will interact across a wide range of global business channels and functions, leading the analysis of business requirements/processes/solutions for programme initially. Within this, the main responsibilities include:

  • Interpreting high level requirements at a more detailed/granular level - translating complex subject matters into language/concepts that can be understood by key stakeholder functions
  • Lead/conduct business impact analysis, formulating proposal level work estimates and schedules and contribute to cost/benefit analysis in order to assist compilation of the project Business Case and Proposal documents
  • Lead requirement gathering and produce business requirements specifications/documentation
  • Review user requirements in specification documents or through the use of tools such as JIRA and Confluence
  • Provide detailed process analysis/documentation, utilising Visio and process design templates
  • Act as a central hub across global stakeholders to find solutions that are acceptable to the many groups that you interact with, such as customer services and operations

Experience/Skills Required:It is essential that you possess experience of working with data - ideally through working on similar programmes (Data Governance, Records Management, Data Architecture, compliance etc). You should have experience of working on large/complex strategic change programmes within Financial Services and of working within regulatory change.

Additional Information:The salary for the Lead/Senior Business Analyst role is up to £75,000 with an average bonus of c.19% and a company pension contribution to 13%. There is an excellent benefits package and genuine chances to progress within a company well known for developing people.

Apply for Lead/Senior Business Analyst

Pensions Incident Administrator

Ref: arc664

Surrey/WFH - Permanent

£30,000 - £35,000

  • Job Title/Location:Pensions Incident Administrator, Surrey/WFH (must be able to commute to Surrey)
  • Salary:To £35,000 + average bonus of 7.5% + pension to 13%
  • WFH:2 weeks of office based training - once complete you are in the office 2 days p/m & in addition to that, the team are all in the office 1 week out of 6 with occasional office-based phones cover.
  • Requirements:DC pensions admin experience is vital. Any DB experience a bonus, you should be well organised, keen to study for the PMI exams and to develop your career
  • Role Snapshot:Providing support in the completion of case assessments/reviews, helping to fix complex problems, looking into DC rules & regulations, sometimes designing methodology

An expanding team, lots of opportunities to progress and to learn from other sections within the team, including the data section, business incident team, communications and the remediations team. Lots of project work to expand your skillset.

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new lines of business. The Business Incident Management team consists of just under 20 people and they are responsible for resolving and delivering complex remediation exercises and providing technical support to the business.

The Role:The purpose of the role is to provide support in the completion of case assessments/reviews and ensure transactions have been processed in line with agreed procedures and regulatory requirements. Where this is not the case, you would perform the rectification activity required to ensure no detriment exists and communicate this to the customer. The key responsibilities being:

  • Support pensions administration rework and remediation activity
  • Perform data corrections
  • Engage with and communicate outcomes to customers
  • Work with colleagues to review risk events and determine downstream impacts

There will occasionally be a need, to help cover sickness/holidays, to cover for the Phones Team, mixing your normal workload with assisting some customer calls.

Experience/Skills Required:Our client is looking for solid DC administration experience over at least 2-3 years. Any DB admin experience would be viewed as a bonus as some schemes are hybrid. You should also be well organised, keen to study for the PMI exams and to develop your career.

Additional Information:The salary is to £35,000 with an average bonus of 7.5% and the pension contribution from the company is between 10% - 13%. Key though for us is our clients’ history of developing people, especially at the moment with expansion going on across all areas of the business.

Apply for Pensions Incident Administrator

Vendor Relationship Manager

Ref: arc565

Surrey/WFH - Permanent

£40,000 - £50,000

  • Job Title/Location:Vendor/Supplier Relationship Manager, Surrey & WFH
  • Salary:To £50,000, average bonus 11% c.(£5,500) + pension contribution to 13% c.(£6,500)
  • WFH:1 day p/w in the office, 4 days WFH - do have flex for those outside the South-East to only report into the office 1 day p/m
  • Requirements:Must have at least 2 years+ vendor/supplier management experience in any sector
  • Role snapshot:Coordinate execution of daily Supplier Relationship Management responsibilities, plan & prioritise Supplier Service Reviews, ensuring accurate contract & supplier records are maintained

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This team provides support for a number of business areas and team responsibilities include data analysis, quarterly business reviews as well as portfolio PMO support for business change teams and vendor management governance activities.

The Role:There is now a need for a Vendor/Supplier Relationship Manager who will support the Senior Vendor Manager with the effective application of the Supplier Management Policy and Framework across the external supplier portfolio as well as direct Management of some 3rd party Suppliers. The role will work closely with all levels of this teams structure and span all client segments and shared functions within the UK business. Key responsibilities include:

  • Provide support to the Senior Vendor Manager, coordinating the execution of day to day Supplier Relationship Management (SRM) responsibilities
  • Planning and prioritisation of Supplier Service Reviews and Contract and Governance Diary via Aravo, liaising with Business Owners or Accountable Execs as appropriate
  • Ensuring accurate contracts and supplier records are maintained, and commercially sensitive information managed in line with information security standards
  • Facilitating Compliance Processes with appropriate SMEs and Business Owners e.g External Security Reviews, Anti Bribery and Corruption, Business Continuity Management, Supplier Code of Conduct etc

Experience/Skills Required:For this Vendor/Supplier Relationship Manager role you must have a background in Vendor/Supplier management in any sector. You should have a 'hands-on’ mentality, strong organisation skills, the ability to prioritise your workload as well as strong analytical and problem solving skills.

Additional Information:The salary for this Vendor/Supplier Relationship Manager role is to £50,000 with average bonus of 11% (£5,500) and company pension contribution to 13% (£6,500). There is an excellent benefits package, WFH flexibility and great opportunities to develop further within a team that will expand significantly over the next 12-18 months.

Apply for Vendor Relationship Manager

Client Fulfilment Manager

Ref: arc699

Surrey + City & WFH - Permanent

To £50,000

  • Job Title/Location:Client Fulfilment Manager, Surrey/City & WFH
  • Salary: To £50,000 + average bonus of 15% c.(£7,500) + pension contribution to 13% (£6,500)
  • WFH:Based either from London or Surrey, or remotely, reporting into the office 1 day p/m
  • Requirements:Strong DB or DC pensions experience, a good handle on pensions regulations/legislation with strong analytical and communication skills
  • Role Snapshot:Ensuring timely and accurate fulfilment of all client information requests, these can range from annual scheme audits, through value for money requirements, to ad-hoc policy/procedure requests

The Company/Dept:This company has a great reputation for developing people and they are going through a sustained period of expansion including developing new strains of business. The Service Delivery Client Management function is responsible for overseeing and managing the daily servicing relationship with corporate clients, related Trustee’s and independent governance committee’s by providing service delivery capabilities via a professional client facing team of Workplace Investing service experts.

The Role:This is a great post for someone who wants to break out of areas such as pensions administration, maybe implementation roles etc and make that next step.Key responsibilities include:

  • Supporting the Client Fulfilment (CF) Senior Manager to create a framework and workflow to ensure timely and accurate delivery of all client requests.
  • Analysing and clarifying client information requests to ensure efficient and effective delivery.
  • The ability to quickly analyse and absorb information to be able to produce a quality client focused response that meets the required internal controls and governance.
  • Liaising with corporate clients regarding timescales and deliverables, taking into account client requirements alongside operational processes.
  • Working alongside internal teams to improve the process and data quality of future submissions. Assist with the creation of Client Fulfilment process notes for the offshoring of specific tasks to internal teams and provide training where required.
  • Work with auditors to streamline the process, building in efficiencies and standard responses. Assist with auditor process walk-throughs where required.

Experience/Skills Required:For this Client Fulfilment role, our client is looking for a solid background that has exposed you to DC or DB pensions, be that in an administrative capacity, client implementations etc. You should have a good understanding of pension regulations/legislation, possess good analytical and communication skills and be someone who is long-term looking to get more involved with client management or indeed step into team management.

Additional Information:The salary is to £50,000 with the average bonus being c.15% (£7,500) and also a company pension contribution to 13% (£6,500). There are a wide range of additional life/health benefits, free gym, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Client Fulfilment Manager

Emerging Capabilities Specialist

Ref: arc698

Surrey + City & WFH - Permanent

To £65,000

  • Job Title/Location:Emerging Capabilities Specialist, Surrey/City/WFH
  • Salary:To £65,000 + average bonus of 15% c.(£9,750) + pension contribution to 13% (£8,450)
  • WFH:Role can be worked remotely with a requirement to be in the office 1 day p/w
  • Requirements:Understanding of rapid change capabilities i.e. Operational Excellence (Lean thinking, Process excellence, System & Management Thinking), Work Flow, RPA & Form Design
  • Role Snapshot:To progress our clients Process Simplification & Optimisation (PSO) agenda and embed innovation across the business

The Company/Dept:This company has a reputation for developing people and are going through a sustained period of growth inc. developing new business strains. The Process Simplification & Optimisation Centre of Excellence (CoE) has gone from 40-200 people in 2 years, with more growth expected.

The Role:This is a newly formed, dynamic and exciting team that designs, builds & executes an automation strategy using Process Excellence, Robotic Process Automation, Business Process Management as well as Digital & AI tools. You will support the teams Senior Manager and other Leadership members in identifying opportunities to improve and expand their capability. You will actively engage with the business, technology and the external market (Competitors, Tool Supplier & Industry Experts) to foster innovation and support the development of the group in its vision to be a market leading function across core and periphery service offerings. (Process Excellence, Orchestration, Automation and Digitisation. Your responsibilities will include:

Emerging Capabilities

  • Run implementations to onboard new capabilities across the function.
  • Provides QA and challenge to CoE and Delivery, bringing in the external perspectives of the Market and customers to challenge the thinking and direction of the teams agenda/processes.

Delivery

  • Provide oversight and advice to ensure the Delivery Team are well equipped to incorporate PSO tools into their delivery and adhere to methodologies and design standards by working closely with the Process Optimisation Designers to ensure methods and toolkits are up to date with the latest in industry best practice

Coaching and leading others

  • Lead, motivate and develop in-direct reports to maximise the engagement and motivation of team members in the achievement of their objectives utilising the performance management framework.

Experience/Skills Required:For this Emerging Capabilities role, our client is looking for a working understanding of the broader rapid change capabilities i.e. Operational Excellence approaches and methods (Lean thinking, Process excellence, System & Management Thinking), Work Flow, RPA and Form Design. You should have experience in supporting capability building and training to stakeholders. Leadership skills are important and you should have some understanding of automation tools and methodologies.

Additional Information:The salary is up to £65,000 with the average bonus being c.15% (£9,750) and also a company pension contribution to 13% (£8,450). There are a wide range of additional life/health benefits, free gym, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Emerging Capabilities Specialist

Assistant Manager

Ref: arc694

Surrey/WFH - Permanent

To £40,000

  • Job Title/Location:Assistant Manager, Surrey/WFH
  • Salary:To £40,000 + average bonus of 11% c.(£4,500) + pension contribution to 13% (£5,200)
  • WFH:1-2 days p/w in the office, 3-4 days p/w WFH
  • Requirements:A team lead or management background within Financial Services/Banking in general with the ability to identify and mitigate risks
  • Role Snapshot:Interesting area of retirement operations, a team responsible for processing retirement & divorce claims with this role leading the Retirements Team, providing guidance in terms of team member careers and development

The Company/Dept: This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This role is open due to an internal mover and is within a really interesting area of the business that looks after retirement, divorce and death cases.

The Role: You will provide leadership for the Retirements Team, providing management of daily operational tasks and providing guidance for team members in terms of career and ongoing development. Key responsibilities include:

  • Driving a customer service culture through coaching/developing the team
  • Driving forward ideas for improvements to environment/service/procedures, obtaining feedback and approval from peers and manager
  • Coach and develop individuals through each stage of their role; completing appraisal reviews, producing coaching & developments plan for each team member through regular 1-2-1’s
  • Provides regular updates to Management on trends and issues, team performance, escalated issues/problems, project work.
  • Review, organise and coordinate the business contingency plans for Institutional Operations.
  • Represents the business in internal and external meetings.
  • Undertakes delegated project work, updating management and peers on progress.

Experience/Skills Required: For this Assistant Manager role, our client is looking for previous team lead/managerial experience within Financial Services, ideally with some previous pensions experience. You should be a strong communicator, good decision maker and be able to identify and mitigate risks.

Additional Information: The salary is to £40,000 with the average bonus being c.11% (£4,500) and also a company pension contribution to 13% (£5,200). There are a wide range of additional life/health benefits, free gym, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Assistant Manager

Digital Comms Product Owner

Ref: arc697

Surrey + City & WFH - Permanent

To £75,000

  • Job Title/Location:Digital Communications Product Owner, Surrey/City/WFH
  • Salary:To £75,000 + average bonus of 19% + pension contribution to 13%
  • WFH:Role can be worked from London or Surrey – ideally 1-2 days p/w in the office, the rest WFH
  • Requirements:Experience in digital/customer communications, able to drive digital transformation, manage senior stakeholders and with an Agile background
  • Role Snapshot:This post is responsible for developing the product line vision and strategy relating to customer correspondence on a global basis

The Company/Dept:This company has a great reputation for developing people and they are going through a sustained period of expansion including developing new strains of business. This area of the business totals around 100 people and is tasked with forming a new strategic roadmap building a new product centric approach to how this area of the business manages customer correspondence.

The Role:In partnership with the Outbound Correspondence lead, you will define the necessary execution strategy and the aligned talent mix to deliver the desired outcomes against ever changing client demands and expectations. As the product owner you will bring your squad(s) together to first understand the client needs and envision the product approach. You will work with your teams/leadership to ensure alignment of key objectives with the overall company vision and strategy and delivering business results and customer outcomes as measured by your specific KPIs. Your responsibilities will include:

  • Prioritising work through a well-organised backlog of user stories, and clearly communicating what needs to be done and by when
  • Determining specific and measurable KPIs to be defined for the squad
  • Representing client needs and requirements to ensure they are well-understood and integrated into the squad’s work
  • Facilitating product demos to empower squad members with real-time client feedback
  • Regularly engaging with the squad to offer feedback on work-in-progress, clarify requirements and answer questions
  • Ensure your product or service is available, stable and performant
  • Own product support including incident response & remediation
  • Modelling behaviours to support the transformation to an agile/digital way of working

Experience/Skills Required:For this Product Owner role, our client is looking for a background in digital/customer communications, familiarity with an Agile environment, the ability to manage senior stakeholders and as this is a new team/initiative, someone who is resilient and able to deal with resistance to change as that will come up on occasion. Any vendor/supplier relationship management experience would be useful, the bottom line being that our client needs to see the ability to drive digital transformation when it comes to customer correspondence/communications.

Additional Information:The salary is to £75,000 with the average bonus being c.19% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, free gym, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Digital Comms Product Owner

Business Manager

Ref: arc629

Surrey + City & WFH - Permanent

c.£50,000

  • Job Title/Location:Business Manager, Surrey + City & WFH
  • Salary:c.£50,000 + average bonus 15% + pension contribution to 13%
  • WFH:1-2 days per week in the office, 3-4 days WFH
  • Requirements:Strong understanding of business process & controls with proven experience in business operations in a change environment, all within Financial Services/Banking
  • Role snapshot:A global role whereby you would support two areas of the business with cost & headcount management, communications, meeting organisation and data analysis

The Company/Team:This is a major, well established Financial Services company, known in the industry for developing people. They have been expanding impressively over the last 2 years, both growing established teams whilst also developing new teams/functions and income streams. This team provides central support for the global Workplace and Personal Financial Health and Investing Solutions and Services divisions working closely with the CEO, Senior Leadership Team, and the respective channel business managers.

The Role:The team this role sits within are responsible for data analysis, production of Quarterly Business Reviews, facilitating governance meetings, preparation of board reports and general senior leadership team support. The purpose of this role is to support the Senior Business Manager with the effective management of the global WPFH and ISS business, specifically supporting cost & headcount management, communications, meeting organisation, data analysis and general administration activities. You will take responsibility for production of inputs and coordination of key governance meetings including Executive Committees, sub-committees and Board reports. Key responsibilities include:

  • Provide support to the Senior Business Manager and coordinate the execution of day today business management responsibilities with a focus on supporting three global teams
  • Provide support to the Senior Business Manager with day to day cost and headcount reconciliations, and the quarterly rolling forecast process
  • Provide Lead PMO support, with oversight of Clarity timekeeping activities and OBS reviews, including adherence to EPDO governance framework
  • Produce and coordinate data and MI to inform key business decisions
  • Provide regular updates on UK Business activities to a variety of audiences including reporting on change management delivery performance

Experience/Skills Required:For the Business Manager role, our client requires a strong understanding of business process and controls with proven experience in business operations or change management environment within the financial services industry. You should have strong analytical and problem solving skills and be proficient in MS Office and data analysis applications, including PowerBI, Excel, PowerPoint and SharePoint etc.

Additional Information:The salary for this Business Manager role is c.£50,000, with average bonus of 15% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility and great opportunities to develop further.

Apply for Business Manager

Loans Administrator

Ref: arc316

Surrey/WFH - Permanent

£25,000 + bonus + pension

  • Job Title/Location:Loans Administrator, Surrey/WFH
  • Salary:£25,000 + bonus + pension
  • WFH:After initial training, the working dynamics will be 3-4 days p/w office + 1-2 days p/w WFH
  • Requirements:Administrative experience as well as an interest, or experience in Banking/Financial Services. Good communication skills also important
  • Role Snapshot:Input loan applications, organise property valuation processes, carry out related searches, despatch mortgage offers -positive feel to the office, development encouraged

The Company:Mortgages and Savings products are our clients core business, now an office of over 175 people, very well established and gradually expanding, excellent reputation in the market.

The Role:This position is responsible for the administration of all the loan applications received by the business. You would be responsible for inputting loan applications and liaising with relevant departments to chase for the submission of information/items that have not yet been forthcoming. Other responsibilities include:

  • Organise the property valuation process including liaising with the valuers
  • Action items of incoming post where appropriate, for example, acknowledging offers
  • Carrying out Land Registry searches
  • Dispatching Mortgage Offers and Solicitors Instructions following approval
  • Responding to customers, intermediary or Solicitor enquiries by letter or telephone, in liaison with the appropriate department
  • Support the Completions Officer with the administration of mortgage offers following the underwriting process

Skills/Experience Required:For this Loans Administrator role, our client requires people with previous administrative experience and either an interest or experience in Banking/Financial Services. Good communication skills are important, you should be comfortable with MS Office and be keen to develop your career in the sector.

Additional Information:This Loans Administrator role comes with a basic salary of £25,000 as well as an annual bonus, company pension to 16%, free car parking and professional qualification sponsorship.Hours are Mon – Fri, 9am – 5.30pm.

Apply for Loans Administrator

New Business Call Handler

Ref: arc296

Surrey/WFH - Permanent

To £24,000

  • Job Title/Location:New Business Call Handler, Surrey/WFH
  • Salary:£20,000 - £24,000 + bonus/overtime adds c.£1,000 - £1,500 + pension
  • WFH:Average working week is 3-4 days office, 1-2 days WFH. 100% office based training period
  • Requirements:Strong telephone based experience in any sector. Graduates also considered with some phones experience
  • Role Snapshot:Liaising with new/prospective customers, answering queries, promoting product benefits and about 20% of your time is admin based

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 products are their key markets with this role exposing you to both sides of the business.

The Role:This opening is based around acting as 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, outlining the benefits of the relevant products and services, 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

Hours – A rota system of Monday to Friday 8am - 6pm (working 7.5 hours between these times). Once a month you will do a half day on a Saturday (9am – 12pm) for which you get 1.5 x hourly rate. Initial training is office based, once competed you will work 3-4 days p/w in the office, 1-2 days p/w WFH.

Skills / Experience Required:As mentioned above, for this New Business Call Handler role our client will consider people who have strong telephone based experience and recent graduates who have at least some phones based experience under their belt. Good MS Office experience is required, along with 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 £24,000 along with an annual bonus, overtime, good company benefits inc. pension, professional study sponsorship and free car parking. The Saturday overtime and company bonus would mean approx. an additional £1,000 - £1,500 on top of your basic salary.

Apply for New Business Call Handler

Customer Service Administrator

Ref: arc295

Surrey/WFH - Permanent

To £23,600

  • Job Title/Location:Customer Service Administrator, Surrey/WFH
  • Salary:£20,000 - £24,000 + bonus/overtime adds c.£1,000 - £1,500 + pension
  • WFH:Average working week is 3-4 days office, 1-2 days WFH. Training period 100% office based
  • Requirements:Client preferences are telephone based customer service experience or strong retail/shop experience. Graduates with some customer service/retail experience also considered
  • Role Snapshot:Dealing with queries from current customers (this is not a 'sales’ type call handling role), regarding mortgage and investment/savings products. 50% of the role is admin based

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 products are their key markets with this role exposing you to both sides of the business.

The Role:These two roles are open due to internal promotions - a great company to develop with long term. 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
  • 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. The business has moved to a dynamic working model of 2 days in the office and 3 days WFH. Initial training is office based.

Skills / Experience Required:As mentioned above, for this Customer Service Administrator role our client will consider people who have worked in call handling roles previously, as well as strong retail/shop based experience. Graduates also considered with some recent customer services/retail experience. Good MS Office experience is required, along with 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 £24,000 along with an annual bonus, overtime, good company benefits inc. pension and professional study sponsorship. The Saturday overtime and company bonus would mean approx. an additional £1,000 - £1,500 on top of your basic salary.

Apply for Customer Service Administrator

IFA Administrator

Ref: arc501

West Sussex - Permanent

£25,000 - £30,000

  • Job Title/Location:IFA Administrator, West Sussex
  • Salary:£25,000 - £30,000
  • Requirements:An experienced IFA or Wealth Management Administrator
  • Role Snapshot:Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance

Excellent opportunity for people with experience in IFA administration/sales support to work for an established business that is continuing to expand, great office atmosphere, very solid reputation and happy to support people through the exams if they want to develop over time.

The Company:Our client is a fully independent, chartered wealth management business and well respected on the South Coast having been established over 30 years ago.

The Role:This is a varied role assisting with back office administration, including pre-sales related requests for illustration, application forms and fact sheets. You will help to process new business applications and deal with existing business-related enquiries. Your 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. You should 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 £25,000 – £30,000 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

Data Analyst/Steward

Ref: arc653

Surrey/WFH - Permanent

£40,000 - £50,000

  • Job Title/Location:Data Analyst/Steward, Surrey & WFH
  • Salary:£40,000 - £50,000 + average bonus of 15% + pension contribution to 13%
  • WFH:Average week of 1-2 days office & 3-4 days WFH
  • Requirements:At least 2-3 years data analysis/management/stewardship experience, ideally within Financial Services/Banking/Insurance.
  • Role Snapshot:A newly created hub, will expose you to data cleansing, management and remediation relating to a variety of projects including transformation programmes and new systems – providing the link between the tech teams and the business

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion. This newly created Data Management Hub is a support function that sits within a Personal Advisory arm of the business and is designed to provide support from within operations to the business and technology functions. The focus is on data quality, including the provision of a data quality scorecard, data strategy implementation, data cleansing and metadata management.

The Role:This role will involve working on a variety of projects, ranging from domain management, including prioritisation of data issues, technology enhancement, data quality requirements and data cleansing, to SME input to strategic initiatives. You will be required to support investigation of issues where the behaviour or use of the data appears to be wrong and triage issues through to resolution. Key responsibilities include:

  • Represent the Data Domain pro-actively on Projects and change initiatives, providing expertise and offering insights into current solutions available.
  • Actively monitor, report and manage data quality within your data domain with the support of the Data Management Hub
  • Take on metadata management, including lineage and data change
  • Manage and report Data Management issues
  • Support Data Owners, ensuring that data is provisioned and distributed to the right Data Consumers, internally or externally.
  • Take on oversight of data protection and privacy activities
  • Triage and provide prioritisation guidance support on the resolution of Data Issues.

Experience/Skills Required:For this Data Analyst/Steward role, our client is looking for strong data analysis/data management experience, ideally within Financial Services/Banking/Insurance coupled with strong communication skills, someone able to acquire feedback from the operations teams, influence decisions and present progress to senior stakeholder. You should have the ability to understand technical system configurations, ideally have some domain knowledge and possibly have had exposure to MS Excel, SQL and Python, although that is not essential.

Additional Information:The salary is £40,000 - £50,000 with an average bonus of c.15% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Data Analyst/Steward

Investment Project Coordinator

Ref: arc530

Surrey/WFH - Permanent

£24,000 - £26,000

  • Job Title/Location:Investment Project Coordinator, Surrey/WFH
  • Salary:£24,000 - £26,000 + average bonus c.7.5% + pension contribution to 13%
  • WFH:Average week is 1 day in the office + 4 days WFH
  • Requirements:Open to recent graduates as well as people with a genuine interest in the world of Financial Services. Strong numerical, analytical and communication skills important – attitude and a proactive ‘get it done’ mentality equally as important
  • Role Snapshot:Setting up new funds on our clients’ platform, lots of project involvement, internal liaison and problem solving

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. This area of the business manages the core fund data for all 3rdParty Funds for platform business as well as their onshore and offshore mutual fund products.

The Role:Whilst part of a team growing of 17 people, this role after training, will essentially be a stand-alone role that will see you get involved in a number of projects (each person in the team has their own portfolio of projects to work on), liaising with a wide range of people within the business. You will support the set-up and maintenance of core fund data across a variety of fund products, whilst taking responsibility for the management of the projects allocated to you. This will include:

  • Managing all fund data held on the system
  • End to end project management of all allocated tasks
  • Communicate, manage & implement corporate actions, e.g. fund launches, fund mergers/closures and fund name changes
  • Coordinate the addition and amendment of core fund data for numerous products
  • Provide accurate data as required to other areas both on a scheduled and ad-hoc basis
  • Take part in carrying out testing requirements for all functions within the team for regression and new functionality
  • Identify and escalate potential issues to the appropriate business groups
  • Represent the team at project meetings in relation to the corporate actions mentioned above

Experience/Skills Required:For this Investment Project Coordinator role, our client will consider recent graduates as well as those with some previous Financial Services experience who are able to work independently, are well organised, can prioritise workloads and are analytical by nature. You must have excellent communication skills, be a quick learner and a proactive ‘get it done’ mentality is vital, getting a problem solved through internal liaison once a problem is spotted, someone who will take ownership.

Additional Information:The salary for the Investment Project Coordinator role is to £26,000 with an average bonus of c.7.5% and a company pension contribution to 13%. An excellent benefits package includes free parking, on-site gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Investment Project Coordinator

Change Process Lead

Ref: arc674

Surrey/WFH - Permanent

£40,000 - £45,000

  • Job Title/Location:Change Process Lead, Surrey/WFH
  • Salary:To £45,000 + average bonus 15% (c.£6,750) + pension to 13% (£5,850)
  • WFH:Average week of 1 day office based & 4 days WFH
  • Requirements:A background in system change processes and regulatory change is key. Some experience of leading/supervising/overseeing a team also very useful for the team as a whole, a team of 3-4 people
  • Role Snapshot:Supporting projects, system upgrades/patches/fixes, performing functional/regression testing within a transformation and change environment

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This role is within our clients Retail Pensions Dept, one of the fastest growing areas of the business. The team is generally responsible for the processing of SIPP administration, whilst this area of the team is focusing on the relevant systems/testing within that process.

The Role:As you will be working on this areas Transformation & Change agenda, you will work with colleagues within the pensions administration and technology functions to support projects, work on system upgrades/patches/fixes and perform functional / regression testing. As you will work closely with colleagues in the Retail Pensions Dept, it will be important that you gradually get to grips with their processes, so as to understand system/process needs. Key responsibilities include:

  • Stakeholder management – you will need to be able to build and maintain relationships with individuals across the area.
  • Support various projects/enhancements/process improvements & regulatory changes within timelines.
  • Work closely with operational teams to ensure they are ready before any change is promoted to production
  • Gatherrequirements,executetesting in various environments, resolving defectsetc

Experience/Skills Required:Our client is looking for someone who has experience of system change processes and an understanding of technical regulatory change. Some experience in supervising/overseeing/leading a team would be beneficial as would a background in pensions/financial services, but this is not essential. Good communication skills are key, as is a proactive approach, being a team player whilst also being able to work alone at times.

Additional Information:The salary is up to £45,000 with an average bonus of 15% (c.£6,750) and the pension contribution from our client up to 13% (£5,850). Genuine prospects for a long-term career within an expanding business known for developing people. Excellent benefits package including life & health benefits, free on-site gym, retail discounts, a superb work environment with the ability to WFH 3-4 days p/w.

Apply for Change Process Lead

Financial Services Associate

Ref: arc201

Surrey/WFH - Permanent

£24,000

  • Job Title/Location:Financial Services Associate, Surrey & WFH
  • Salary:£24,000 + average bonus 7.5% c.(£1,800) + pension contribution to 13% c.(£3,120)
  • WFH:1-2 days office + 3-4 days WFH after initial office based training period
  • Requirements:A background in customer service, be that telephones based or shop/retail experience. Will also consider recent graduates with some customer service/retail experience
  • Role Snapshot:Responding to query calls from customers who have questions re their investments/pensions. An intake role into the business from which people progress and transfer into other areas of the company

We cannot stress highly enough how good an opportunity this is for people with ambition that want to learn and develop. If you have strong communication skills with some customer service experience under your belt, this is a superb chance to really kick-start a long-term career within a major blue-chip.

The Company/Team:For years, this company has built a great reputation for developing people within Financial Services and they are going through a sustained period of expansion, which started in 2020. The Customer Service Teams pro-actively resolve incoming telephone, letter and email queries from Financial Advisers and direct customers/investors. This is not a high call volume/sales-type call centre role, the focus is purely query resolution and on providing the best customer service possible.

The Role:These roles involve taking 30-40 incoming calls + emails, some calls lasting upwards of 30 minutes. Queries may include: information on a customer account, the details about a particular product, the resolution of a web navigation/online issue. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. Around 70% of your time will be based around query resolution and the remaining 30% focused on the least complex complaints resolution cases.Hours are shifts of 8 - 4, 9 - 5 and 10 - 6. On average you would work two days p/w in the office, three days WFH after training.

Skills / Experience Required:For these Financial Services Associate roles, you should have previous customer service or call centre experience. Our client will also recruit people with a background in retail or recent graduates. One really important point - you must have an interest in Financial Services, the biggest industry in the UK with the most opportunities to develop. You should be a confident communicator, attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people whoWANT TO LEARN.

Additional Information:The salary for this Financial Services Associate role is £24,000 with average bonus of 7.5% (£1,800) and company pension contribution to 13% (£3,100). There is an excellent benefits package and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Sutton/Epsom/Redhill areas.

Apply for Financial Services Associate

Change Risk Oversight Manager

Ref: arc695

Surrey/City/WFH - Permanent

To £87,000

  • Job Title/Location:Change Risk Oversight Senior Manager, Surrey/City/WFH
  • Salary:To £87,000 + average bonus of 19% c.(£16,000) + pension contribution to 13% (£11,000)
  • WFH:1-2 days p/w in the office, 3-4 days p/w WFH (flexible, will consider anywhere in the UK)
  • Requirements:Must have change transformation experience (not an IT specialist), ideally a risk background with exposure to risk framework design & oversight
  • Role Snapshot:Lead the development of our clients risk frameworks, policies, procedures, oversight and challenge processes – driving improvements in understanding and awareness

The Company/Dept:This company has a great reputation for developing people within Financial Services and they are going through a sustained period of expansion including developing new strains of business. This is a new, standalone role within a team of 5. The team sits within our clients Global Risk function that cover all facets of risk management including investment, operational, model and technology risk.

The Role:This is a Senior Manager level role, reporting directly to the Head of Non-Financial Risk Frameworks, with you overseeing Change Risk within the business globally. This includes thought leadership in developing the change framework and tools – as this is a new role, you will have the unique opportunity to define and shape your job scope and deliverables within the parameters of framework delivery. Core aspects of the role include:

  • Act as the 2ndLine Risk lead for the Change Risk Framework, its future development, idea and thought leadership, developing standards across the business and adherence to applicable policy requirements, leading the implementation and enhancement of the framework.
  • Lead the development of our clients’ approach, innovation, idea management and value add to transformation and change initiatives.
  • Design, review, update, and implement as required the Change Risk Framework
  • Work closely with the various Business area Change, Program Office and related Project Management functions.
  • Define and shape your role as the Change Risk Oversight Global Risk Lead and subject matter expert; and further implement any responsibilities across the Global Risk Function to support delivery

Experience/Skills Required:For this Change Risk Oversight role, our client is looking for an individual who can innovate, ‘think outside the box’ and have a focus on problem solving. A change/transformation background is essential, you must have gravitas due to the nature of the role and the exposure you will have at the highest level (you will provide risk opinions to the board). Whilst not essential, our client would prefer a risk framework design & oversight background.

Additional Information:The salary is to £87,000 with the average bonus being c.19% (£16,000) and also a company pension contribution to 13% (£11,000). There are a wide range of additional life/health benefits, free gym, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Change Risk Oversight Manager

Supplier Outsourcing Manager

Ref: arc558

Surrey/WFH - Permanent

To £55,000

  • Job Title/Location:Vendor/Supplier Outsourcing Manager, Surrey & WFH
  • Salary:To £55,000 + average bonus 15% + pension contribution to 13%
  • WFH:2 days office + 3 days WFH
  • Requirements:An external outsourcing/vendor management/supplier management background is critical
  • Role Snapshot:An expanding, global team whereby you will support execution of the intragroup outsourcing process, coordinate & deliver outsourcing remediation activities as well as coordinate & track new outsourcing requests

The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. This team is responsible for business performance and governance, reporting analysis & insight, business delivery & support, senior stakeholder support and 3rd party & intra group supplier management.

The Role:This role supports the Intragroup Outsourcing Senior Manager to ensure the effective execution of the intragroup outsourcing process. The role will focus on intragroup arrangements and the management & maintenance of key controls including the roll out and remediation of Internal Material Outsourcing Arrangements (IMOA) procedures on a global basis. You will ensure completion of IMOA activities, review & analyse documentation as well as preparing and rolling out IMOA remediation meetings. Processes are manual at present but with this team developing and expanding, this role will also partly be responsible for helping to develop the teams new outsourcing IT systems/processes. Key responsibilities include:

  • Coordinate and track any new Intragroup outsourcing requests (BAU) ensuring 100% completion rates. This includes new outsourced services, material change to existing arrangements or termination which require remediation or compliance with IMOA policy
  • Ensure outsourcing inventory and associated checklists are maintained and kept up to date
  • Provide support to the wider business management, intragroup outsourcing or global governance team
  • Contribute to a proactive and open culture adopted across the business

Experience/Skills Required:For this Vendor/Supplier Outsourcing Manager role, you must be an experienced outsourcing or vendor/supplier manager. You should have a 'hands-on’ mentality able to work under pressure, be a self-starter with exceptional attention to detail, strong problem solving skills and a level of gravitas as you will be liaising with stakeholders up to CEO level.

Additional Information:The salary for this Vendor/Supplier Outsourcing Manager role is to £55,000 with an average bonus of c.15% and pension contribution from the company to 13%. Excellent benefits package, WFH flexibility, free parking, free on-site gym and great opportunities to develop further.

Apply for Supplier Outsourcing Manager

Employee Benefits Administrator

Ref: arc494

SW London/WFH - Permanent

  • Job Title/Location:Employee Benefits Administrator, SW London/WFH
  • Salary:£25,000 - £27,000
  • WFH:50/50 split between the office & WFH
  • Requirements:Previous Financial Services admin experience is ideal, but will consider people with a stable admin background in any sector who are genuinely keen on a Financial Services career
  • Role Snapshot:Daily administration of corporate client business, dealing with benefit scheme leavers/joiners, monthly pension submissions and payroll assessments

The Company:Our client is a well-established wealth management business that has expanded healthily in recent times to 20 people and this growth is continuing with a need for this role within their Employee Benefits Team.

The Role:This role will expose you to every element of the administration lifecycle, covering GPP’s, Group Life, Group Income Protection, Group Critical Illness and DB/DC Transfers. 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 in IFA Administration, any previous exposure to products such as DB/DC Pensions, GPP’s, Group Income Protection, Group Life, Group Critical Illness or Group PMI would be fantastic, but our client will seriously consider administration experience from any sector as they have trained people successfully in the past and this has worked well for them.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 £27,000 + bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am – 5.30pm with that 50/50 office and WFH flex.

Apply for Employee Benefits Administrator

Senior IFA Administrator

Ref: arc693

Surrey/WFH - Permanent

  • Job Title/Location:Senior IFA Administrator, Surrey/WFH
  • Salary:c.£35,000
  • WFH:3-4 days p/w in the office + 1-2 days p/w WFH
  • Requirements:Previous administration experience within an IFA/wealth management business
  • Role Snapshot:Preparing new business & client review packs, preparing protection quotes, liaising with/chasing providers, conducting electronic checks for new/existing clients

The Company:A well-established, award winning wealth management practice that advises across the board, both on individual and group products. They enjoy a fabulous setting in Surrey, with this role focusing largely on client servicing across the full spectrum of products and also new business responsibilities from an admin perspective.

The Role:As mentioned, this role will expose you to the full range of products, with our clients focus being mainly pensions and investments. Great team environment, very supportive Office Manager, award winning IFA’s to learn from, with our client hopeful of recruiting someone who wants to commit long-term to IFA administration/support. Your responsibilities will include:

  • Preparing new business and client review packs for client meetings
  • Preparing protection quotes
  • Obtaining literature and forms from providers and pre competing basic client details
  • Conducting electronic checks for new and when needed existing clients
  • Issuing LOAs to providers, requesting information as necessary and loading plans to IRESS
  • As and when requested produce and issue year-end tax packs to client or designated contacts.
  • Use IRESS to schedule follow up tasks relating to business submissions
  • Liaise with product providers to ensure all applications are received, completed and attend to outstanding requirements, communicating with the relevant adviser.
  • Follow up any outstanding fees and commission.

Experience/Skills Required:For this Senior IFA Administrator role, our client is looking for previous IFA administration experience and a career focus on the admin/technical side of the industry. Accuracy is very important as is finding someone who is a real team player.

Additional Information:The salary is c.£35,000 plus bonus on a pro-rata basis. You will also get 25 days holiday, company pension, DIS and Group PHI. Lovely setting in which to work, very supportive Office Manager, great people to learn from.

Apply for Senior IFA Administrator

Controls & Settlements Asst

Ref: arc581

Surrey/WFH - Contract

  • Job Title/Location:Controls & Settlements Assistant, Surrey/WFH (12 month FTC)
  • Salary:To £32,000 with end of contract bonus of 10% c.(£3,200) + pension to 13% (c.£4,100)
  • WFH:1-2 days office based & 3-4 days WFH
  • Requirements:A process driven background with some experience in Controls & Settlements
  • Role Snapshot:Process cancelled/stopped cheques, raise manual payments, investigate bounced cheques and resolve debit card exceptions. Extremely varied role, team on rota to ensure good knowledge across all processes

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. The Control & Settlement Team is responsible for cancelling/re-issuing cheques, processing manual payments, bounced cheques, debit card exception resolution and Brokerage asset reconciliations.

The Role:Flexibility is essential in this role as a team rota is in place to ensure people can cover any duties within the area and adjust to scenarios that can arise. Your responsibilities will include:

  • Monitor group mailboxes, workflow queues and incoming post, resolving requests and dealing with queries as required
  • Processing cancelled/stopped cheques, liaising with Banks where applicable
  • Raising of manual payments relating to a range of scenarios
  • Investigate and action all bounced cheques working through to resolution
  • Resolve debit card exceptions and perform the relevant reconciliations on incoming money
  • Understand the settlement process for Investment Trust and Exchange Traded Funds dealing
  • Daily asset reconciliation for Brokerage assets on the Investment Platform
  • Monitor, label and resolve outstanding entries within the client money record keeping system
  • Own any issues identified and take initiative to resolve with no or minimal impact to client

Experience/Skills Required:For this Controls & Settlements Assistant role you must have strong problem solving, numeracy and MS Office skills. The preference is for people with any kind of reconciliations, finance, accountancy experience, ideally some Controls & Settlements exposure. Good communication skills are key due to the various projects you will work on.

Additional Information:The salary for this Controls & Settlements Assistant role is to £32,000 with an end of contract bonus of 10% (c.£3,200) and company pension contribution to 13% (£4,100). Whilst initially a contract role, due to company expansion and requirements generally for this skill set, if this person does well it is extremely likely they will be made permanent.

Apply for Controls & Settlements Asst

Assistant Manager

Ref: arc691

Surrey/WFH - Contract

  • Job Title/Location:Assistant Controls & Settlements Manager, Surrey/WFH (12 month FTC)
  • Salary:To £35,000 + average bonus of 11% c.(£3,800) + pension contribution to 13% (£4,500)
  • WFH:1-2 days p/w in the office, 3-4 days p/w WFH
  • Requirements:Strong people management experience within a process driven environment. You should understand how to structure the team and their day to day whilst ensuring the team are following processes
  • Role Snapshot:Act as team representative on numerous projects, manage a team of 6, have oversight of group mailboxes, ensuring Client Money rules are understood & applied

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. The UK Controls & Settlements division is part of the Banking Reconciliation & Control (BRC) group. The dept is responsible for things such as the cancelling/reissue of cheques, processing manual payments, bounced cheques, debit card exception resolutions etc.

The Role:This is a T&C captured role and as Assistant Manager you will be responsible for ensuring that the team’s day to day processes are carried out whilst also providing oversight, approval and escalation on all aspects of the team. Responsibilities will include:

  • Oversight of group mailboxes, XTRAC queues, resolving requests and dealing with queries from the team. You will also work with a number of external companies (banks/clearing banks) on any aspects relating to the team
  • Managing all aspects relating to the team and HR (recruitment process, 1:1’s, appraisals, goal setting, team meetings etc).
  • Monitoring work quality and error rates, pro-actively feeding back and challenging upstream issues, driving process improvements
  • Representing the team on project and propositional initiatives, providing subject matter expertise and ensuring operational readiness activities are completed to ensure a smooth transition from project to BAU processing.

Experience/Skills Required:For this Assistant Manager role, our client is looking for previous experience in leading a team and this should include ensuring the team are following processes, understanding how to structure a team and their day to day responsibilities. You should either have or be willing to take the IoC qualification and have previous experience in team recruitment, 1:1’s, appraisals, goal setting and team meetings etc.

Additional Information:The salary is to £35,000 with the average bonus being c.11% (£3,800) and also a company pension contribution to 13% (£4,500). There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term. Whilst this is initially a 12 month contract, there is an extremely good chance that a strong performer will be made permanent eventually.

Apply for Assistant Manager

Senior Project/Change Manager

Ref: arc651

Surrey/City/WFH - Permanent

  • Job Title/Location:Senior Project/Change Manager, Surrey or City with WFH flex
  • Salary: To £85,000 + average bonus of 19% + pension contribution to 13%
  • WFH:Average week of 1-2 days office & 3-4 days WFH
  • Requirements:Solid project and change management experience within Financial Services/Banking with the ability to manage large & complex change programmes
  • Role Snapshot:Deliver a variety of exciting & challenging regulatory and corporate change initiatives across the organisation

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. The UK Regulatory Change Team manages regulatory change resulting from new and large-scale changes in regulation initiated by regulators and authorities in the UK.

The Role:To deliver the initiatives mentioned in the snapshot above, you will work closely with all areas of those business teams that are supported by the Business Change Team including Product Development, Oversight, Legal, Customer Services, Investment Services, Investment Management, Sales and Distribution as well as the Asian and European Offices. In managing these projects, your responsibilities will include:

  • Working closely with the Sponsor, Accountable Executive and the project team on the end to end delivery of agreed change initiatives, managing and working with the project teams to represent a balanced view of all aspects of the delivery.
  • Identify stakeholder requirements, scope projects, produce detailed plans, provide management information as defined by the key stakeholders and report the status to senior stakeholders.
  • Sourcing and coordinating all resources involved to deliver those programmes of work.
  • Ensure an appropriate structure and controls are in place for all projects in the portfolio.
  • Identify and source cost effective solutions both internally and externally
  • Act as the main contact between internal & external clients, managing these relationships.
  • High level portfolio reporting to the relevant governance forums including progress against milestones, budget, risks and issues.
  • Provide quality assurance for projects within the portfolio to ensure effectiveness & efficiency

Experience/Skills Required:For this Senior Project/Change Manager role, our client is looking for proven project and business change management experience, gained within Financial Services/Banking. It is important that you can prove you have the ability to manage large and complex change programmes. Strong presentation, verbal and written communication skills are key, and you should have experience of preparing papers for and presenting at Steering Committees and Board meetings.

Additional Information:The salary is to £85,000 with an average bonus of around 19% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Senior Project/Change Manager

Senior CASS Administrator

Ref: arc690

Surrey/WFH - Permanent

  • Job Title/Location:Senior CASS Administrator, Surrey/WFH
  • Salary:c.£28,000 + average bonus of 7.5% c.(£2,000) + pension contribution to 13% (£3,600)
  • WFH:1 day p/w in the office, 4 days p/w WFH
  • Requirements:Ideally some CASS knowledge and either part way through or open to IoC study. Must be used to a process driven role with strong numerical, analytical and MS Excel skills
  • Role Snapshot:Monthly collation & submission of Client Money & Asset Return (CMAR) regulatory reporting, logging CASS breaches/risk events, providing support for regulatory audits

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. The UK Banking and Reconciliation division is responsible for UK Banking, Reconciliation & Control (BRC) and you will take on responsibility for ensuring that the FCA’s CASS requirements and broader financial controls are fully considered and incorporated into projects and BAU processes.

The Role:This role offers you an opportunity to gain wide experience and become a relevant Subject Matter Expert on Client Assets Sourcebook (CASS) related matters experienced by new initiatives, projects and change. Your responsibilities will include:

  • Monthly collation & submission of Client Money & Asset Return (CMAR) regulatory reporting to the FCA.
  • Logging of CASS breach notifications and risk events.
  • Review BRC processes to ensure compliance and identifying any improvements required.
  • Supporting business initiatives which affect BRC and provide technical input into solutions as appropriate.
  • Provide support for regulatory audits (internal & external) and regulator visits.
  • Assist in developing new processes, controls and reporting to meet changing regulatory demands.

You will work closely within a team of 11 split across UK and India, ensuring daily, monthly and ad-hoc tasks are completed promptly and accurately.

Experience/Skills Required:For this Senior CASS Administrator role, our client is ideally looking for someone who is partIOC qualified or open to study and has some CASS knowledge, although this is not essential. What is key is that you are used to a process driven role with strong numerical, analytical & MS Excel skills. The team are also essentially checkers of other people’s work, so you should have a good eye for detail.

Additional Information:The salary is c.£28,000 with the average bonus being c.7.5% (£2,000) and also acompany pension contribution to 13% (£3,600). There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Senior CASS Administrator

Technical Asst CASS Manager

Ref: arc689

Surrey/WFH - Permanent

  • Job Title/Location:Technical Assistant CASS Manager, Surrey/WFH
  • Salary:c.£47,000 + average bonus of 15% + pension contribution to 13%
  • WFH:1 day p/w in the office, 4 days p/w WFH
  • Requirements:Prior CASS knowledge is key, whilst no direct reports you need the confidence to lead other team members + leading meetings, ability to liaise with external stakeholders
  • Role Snapshot:Monthly collation & submission of CMAR regs reporting, reviewing & logging of CASS breaches/risk events, providing support for regulatory audits

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. The UK Banking and Reconciliation division is responsible for banking, reconciliation and control and you will take on responsibility for ensuring that the FCA’s CASS requirements and broader financial controls are fully considered and incorporated into projects and BAU processes.

The Role:This is a great chance to develop and in turn progress within the business, with you being provided the opportunity to become a Subject Matter Expert (SME) on CASS related matters experienced via new initiatives, projects and change. Your responsibilities will include:

  • Monthly collation & submission of Client Money & Asset Return (CMAR) regulatory reporting to the FCA.
  • Reviewing and logging of CASS breach notifications and risk events.
  • Assisting in the review of BRC processes to ensure compliance and identifying any improvements required.
  • Assisting in supporting business initiatives which affect BRC and provide technical input into solutions as appropriate.
  • Provide support for regulatory audits (internal & external) and regulator visits.
  • Assist in the development of new processes, controls and reporting to meet changing regulatory demands.

You will work closely within a team of 11 split across UK and India, ensuring daily, monthly and ad-hoc tasks are completed promptly and accurately.

Experience/Skills Required:For this Technical Assistant CASS Manager role, our client is ideally looking for someone who is IOC qualified and good CASS regulations knowledge is absolutely essential. You should have a good eye for detail, be organised, possess strong numerical and analytical skills and the ability and have that confidence to liaise with external stakeholders, lead meetings and lead colleagues although there are no direct reports.

Additional Information:The salary is c.£47,000 with the average bonus being c.15% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Technical Asst CASS Manager

ESG Proposition Lead

Ref: arc688

Surrey/Remote Working - Contract

  • Job Title/Location:Sustainable Investing Proposition Lead, Surrey/Remote, 12-14 month FTC
  • Salary:£80,000 - £90,000 + end of FTC bonus of 35% + pension contribution to 13%
  • WFH:Very flexible, happy to consider remote working with an initial training period in the office
  • Requirements:Good understanding of the Sustainable Investing/ESG landscape, ideally an investment background that has exposed you to both personal and workplace investing
  • Role Snapshot:Manage and implement the sustainable investing strategy and the delivery of the sustainable investing roadmap for the Workplace & Personal Investing business

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. Within the Workplace & Personal Investing business sits the Platform Product Group. The group is responsible for developing new products as well as developing and maintaining market leading, competitive, compliant and efficient products for the UK business.

The Role:In order to develop and deliver the above mentioned Sustainable Investing Roadmap, you will work closely with the business stakeholders/heads. There are three main elements to this role, the key responsibilities including:

Sustainable Investing | Proposition Strategy & Roadmap

  • Work with the Propositional leadership teams to maintain an articulation of the SI proposition
  • Managing the SI strategy and roadmap
  • Work with the SI Programme Office/wider business to facilitate delivery of the SI roadmap
  • Oversee the identification and delivery of improvements to customer journeys and the approach to customer engagement in line with their SI preferences and requirements.

Proposition and Product Development and Management

  • Create & maintain proposition/product definition docs for core solutions, tools & reporting solutions
  • Promote an approach of define once, deploy many for SI tools, reporting and related propositional developments on a cross-divisional basis

Regulatory

  • Understand and advise on sustainability focused regulatory change including those related to trustee reporting responsibilities related to voting and engagement and climate

Experience/Skills Required:For this SI Proposition Lead role, our client is looking for someone with a solid understanding of SI, an investment focused background that includes some regulatory experience.

Additional Information:The salary is up to £90,000 with an end of FTC bonus of 35% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term. Whilst an FTC role, there is a real possibility that this person will be made permanent at some point within the business.

Apply for ESG Proposition Lead

Senior Pensions Risk Manager

Ref: arc687

Surrey/London/WFH - Permanent

  • Job Title/Location:Senior Pensions Risk Manager, Surrey, City & WFH
  • Salary:To £75,000 + average bonus of 19% + pension contribution to 13%
  • WFH:Average week of 1 day office & 4 days WFH – some flex re even less office time if based further afield
  • Requirements:Must have a strong pensions background including pension regulations exposure and a background within a 1stor 2ndline risk function
  • Role Snapshot:Providing guidance, support, analysis and coordination of risk management activities in support of the corporate pensions business

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This role is part of our clients 1stLine Risk function, supporting and advising the business in achieving their risk and regulatory objectives. Genuinely exciting part of the business, the role impacts a huge part of the company and client base, you would help shape the future of the company and gain very wide, high-level internal exposure, great for people with ambition.

The Role:This Senior Pensions Risk Manager role will see you ensure effective risk management across all business functions globally in accordance with their risk management framework and within Group Risk Appetite. You will play an integral part in enhancing the risk management proposition and will seek to embed an exceptional risk culture within the business. Responsibilities include:

  • Through strong stakeholder management provide risk management support and insight to the business, helping them to fully understand their risk profile.
  • Coordinate first line risk activities, both in terms of core risk programs and ad-hoc project deliverables.
  • Enable business risk governance, through the preparation of materials and presentation of deep dive topics to senior management.
  • Identify, assess, manage, and report emerging risks.
  • Embed Enterprise Risk Management frameworks and systems within the business. Drive continuous improvement and excellence.Support and coordinate major incidents & events and ensure that appropriate escalation takes place and mitigation activities are actioned.
  • Drive risk management training and education to increase risk awareness of good risk management practices in the business.

Experience/Skills Required:For this Senior Pensions Risk Manager role, our client is looking for someone with proven UK pensions knowledge and experience, ideally have worked within a 1stor 2ndline risk function but that really strong pensions operations/consulting/management experience is the key requirement. Strong presentation skills as well as strong MS Office skills are important, you should be dynamic, willing to engage and question processes and procedures at a senior level, producing relevant solutions.

Additional Information:The salary is to £75,000 with an average bonus of around 19% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Senior Pensions Risk Manager

Senior Data Lead

Ref: arc671

Surrey/WFH - Permanent

  • Job Title/Location:Senior Data Lead, Surrey & WFH
  • Salary:To £70,000, average bonus of c.19% + pension to 13%
  • WFH:1-2 days p/w office based & 3-4 days WFH
  • Requirements:Change management experience within an Agile environment. Extensive data analysis/management experience inc. an understanding of Cloud data integration & management
  • Role Snapshot:Utilising data to vastly improve innovation, drive excellence, enhance the consumer experience through personalisation and deeper engagement, and transform internal operations

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This role is within our clients Financial Crime Hub (FCH), an area of around 80 people that is responsible for verifying new and existing global clients for Anti-Money Laundering purposes.

The Role:The purpose of this role is to utilise data to vastly improve innovation, encourage business growth, drive excellence in the consumer life cycle, enhance the consumer experience through personalisation and deeper engagement and transform internal operations to run more efficiently. You will also be fully involved in the change activities within the Controls & Data Management function, as well as operating as the Data Domain Lead for the FCH transformation journey. Key responsibilities include:

  • Fully accountable for leading the data work-stream within FCH
  • Work with other domain leads like CDD screening to ensure data work-stream is fully aligned with functional roadmap and implementation
  • Work closely with the wider data team to ensure the FCH data stream is fully aligned and adhering to governance, adoption of standards tools and techniques
  • Understand the data landscape within FCH - identify issues and work closely with wider teams to investigate and resolve them
  • Help in shaping business outcomes keeping data as a central theme
  • Provide regular updates and feedback to senior management
  • Challenge existing procedures and facilitate changes for improvement
  • Manage relationships with internal stakeholders and wider stakeholders in business and technology

Experience/Skills Required:Our client is looking for solid change management experience and extensive experience in managing/analysing data, including a strong understanding of Cloud data integration and management. You should be comfortable working within an Agile environment, leadership skills are important, the ability to lead a Data change agenda and a good working knowledge of system optimisation/implementation and technology strategy.

Additional Information:The salary is to £70,000 with an average bonus of 19% and the pension contribution from our client up to 13%. There are a raft of additional life & health benefits, office gym, free parking and that flexibility to partly WFH.

Apply for Senior Data Lead

Process Governance Manager

Ref: arc686

Surrey/WFH - Permanent

  • Job Title/Location:Process Governance & Insights Manager, Surrey & WFH
  • Salary:To £50,000 + average bonus of 15% + pension contribution to 13%
  • WFH:Average week of 1 day office & 4 days WFH
  • Requirements:Must have process mapping experience, strong prioritisation & communication skills, able to handle objections and Six Sigma experience useful
  • Role Snapshot:Pivotal role within an area that is looking to embed a process culture – look at the structures in place, the best practice processes to help the team optimise performance

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. The Operational Excellence division supports Transformation & Change, acting as a support function for our clients UK investment and pensions business, their focus being the end investor. The teams are not using processes at their optimum, do not have process flows, which can make change tricky, so this role has been created to embed that process culture and in turn run process sessions.

The Role:You will be involved in building and embedding a process central culture across Operations; ensuring that process mapping and process improvement are paramount to a world-class Operations function. Key responsibilities include:

  • Become an SME on process mapping standards, process improvement and process architecture tools (such as Knowledge Base)
  • Work with all Operations teams to ensure that they have the right tools, skills and understanding to ensure process is a central and ongoing focus within training, change and Continuous Improvement initiatives.
  • Produce ad deliver training materials to enable teams to develop and embed the skills needed to produce, review and maintain their own process repository
  • Define best methodologies e.g. process improvement techniques to enable a world class operational function where process is aligned to customer need.
  • Ensure process governance activities are aligned to other Operational Excellence and continuous improvement initiatives
  • Engage with the vendor management team and vendor to retain ongoing relationship & identify opportunities for product enhancement.
  • Support the roll out of any changes arising from Transformation such as the Target Operating Model.

Experience/Skills Required:For this Process Governance & Insights Manager role, our client is looking for solid experience in process mapping and modelling, as well as knowledge of process modelling and workforce optimisation tools. Previous Six Sigma exposure useful but not essential, you must have strong prioritisation and communication skills, a good influencer and able to handle objections when they arise.

Additional Information:The salary is to £50,000 with an average bonus of around 15% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Process Governance Manager

Data Specialist

Ref: arc685

Surrey/WFH - Permanent

  • Job Title/Location:Data Specialist, Surrey & WFH
  • Salary:£40,000 - £50,000 + average bonus of 15% + pension contribution to 13%
  • WFH:Average week of 1-2 days office & 3-4 days WFH
  • Requirements:At least 2-3 years data analysis experience, ideally covering data quality, data governance and data protection. SQL/Python/Excel experience useful
  • Role Snapshot:A newly created hub, will expose you to data cleansing, management and remediation relating to a variety of projects including transformation programmes and new systems – providing the link between the tech teams and the business

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This newly created Data Management Hub is a support function that sits within a Personal Advisory arm of the business and is designed to provide support from within operations to the business and technology functions. The focus is on data quality, including the provision of a data quality scorecard, data strategy implementation, data cleansing and metadata management.

The Role:Our client has recently recruited three new Data Stewards – these Stewards each have their own Data Domain to look after, one being Organisation/Corporate entity data, another being fund data and the last looks after customer account data. This Data Specialist role will see the successful applicant assist all areas of the Data Management Hub (Data Stewards, Data Management and Data Cleansing), so a really varied remit. Your key responsibilities will include:

  • Assisting with the generation and distribution of management information across the Data Management Hub, including regular and ad hoc reporting requirements
  • Supporting the Data Stewards with large scale change initiatives, including supporting the wider Data Architecture Transformation program
  • Assisting the role out of new operating models across the Data Management Hub
  • Data Analysis, including extracting and analysing large data sets
  • Reviewing Data Quality scores, coordinating the analysis of any new trends and coordinating the implementation of remediation plans
  • Assisting with communications to key stakeholders and customers, Technology, the Central Data Team, Operations etc

Experience/Skills Required:For this Data Specialist role, our client is looking for a Data Analyst who has knowledge of various data principals including Data Quality, Data Governance and Data Protection. Strong communication skills are vital, as are strong MS Office skills, someone who is a self-starter, keen to take responsibility for new projects, well organised and someone able to acquire feedback from the operations teams, influence decisions and present progress to senior stakeholders. Any prior exposure to SQL and Python would be useful, although not essential.

Additional Information:The salary is £40,000 - £50,000 with an average bonus of around 15% and also a company pension contribution to 13%. There are a wide range of additional life/health benefits, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Data Specialist

Paraplanner/Trainee IFA

Ref: arc684

West Sussex - Permanent

  • Job Title/Location:Paraplanner/Trainee IFA, West Sussex
  • Salary:£30,000 - £40,000
  • Working Dynamics:This role is fully office based
  • Requirements:Must have paraplanning experience and be Diploma or very close to Diploma qualified
  • Role Snapshot:Initially a desk-based advisory role, you will be given c.200 clients due to recent acquisitions, client meetings via phone/zoom, you will have c.£16m FUM and will carry out much of your own paraplanning. Within 2-3 years they envisage this person carrying out a full IFA role

Superb opportunity for someone with paraplanning experience who wants ultimately to develop into a full IFA role. Alternatively, this could be someone who has advised previously and is looking to kick-start their career.

The Company/Team:Our client is a fully independent, chartered wealth management business and well respected on the South Coast. Due to recent acquisitions and growth, they now have more clients they can support to the level they would like, hence the need for this role. They currently 30-35 employees including a team of 10 Administrators and 7 Paraplanners to help support this post, even though you would be doing your own paraplanning. They have a history of developing people into IFA’s.

The Role:There are no targets and this is a full-time, salaried role. The idea is that this helps the business support new clients and a rapidly growing client bank, takes the pressure off the job holder initially as you will not have targets to meet and allows you to progress gradually, advising on all products types across the market and ultimately the aim for you and for our client is that you will become a full IFA, ideally at Chartered status. At the point you become an IFA (2-3 years is the likely timeline), you will then acquire a higher net worth client bank, this will be provided to you. As mentioned above, initially a desk-based advisory post, no face to face client meetings, they will all be carried out over the phone or via zoom.

Experience/Skills Required:For this Paraplanner/Trainee IFA role, you must be Diploma qualified or at least close to qualified and have previous paraplanning experience. Naturally you should have very strong communication and relationship building skills and be keen to learn/develop.

Additional Information:The salary is £30,000 - £40,000 with a team bonus, pension scheme, DIS, GPHI & GPMI cover as well as 22 days holiday + 8 bank holidays and an additional day for your birthday. There is also a staff discount scheme.

Apply for Paraplanner/Trainee IFA

Vendor Management Snr Admin

Ref: arc683

Surrey/WFH - Permanent

  • Job Title/Location:Vendor Management Senior Administrator, Surrey/WFH
  • Salary:To £35,000 + average bonus c.7.5% + pension contribution to 13%
  • WFH:Average week is split 50/50 between the office and WFH
  • Requirements:Previous vendor management experience, will also consider backgrounds in procurement, PMO, business management and MI reporting roles
  • Role Snapshot:Supporting the team in managing internal outsourcing arrangements across all our clients legal entities globally

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. The Business Management team provide central support for several financial divisions, working closely with the Legal Entity CEO’s, Senior Leadership Team and the respective channel business managers. There is a team of 3 colleagues overseas, whilst the Manager is based in this office and they will be adding 1 or 2 more people to the team in the near future.

The Role:This role is based around vendor/supplier management and so your focus is to support the team in managing internal outsourcing arrangements across all their legal entities on a global basis. This will include the maintenance of a central inventory of all legal entity activity, conducting initial assessments of delegations, producing documentation for each delegation and monitoring progress. Key responsibilities will include:

  • Producing initial documentation for all delegations – new remediations, entity remediations and annual reviews
  • Liaising with the Project and Oversight team on a number of tasks
  • Assisting Stakeholders on completion of documentation – notification forms and criticality assessments
  • Producing status reports for new delegations as well as trackers for Entity remediations and annual reviews
  • Updating the central vendor management / outsourcing inventory for all legal entities
  • Efficient handover to the oversight team

Experience/Skills Required:Our client is open to a number of backgrounds for this role – the ideal would be to find someone with a vendor / supplier management background, but as mentioned above, they are also open to experience in procurement, PMO, business management and possibly MI reporting experience. You should be a self-starter, able to challenge working practices, strong with MS Office including Excel and strong stakeholder management skills.

Additional Information:The salary for the Vendor Management Senior Administrator role is to £35,000 with an average bonus of c.7.5% and a company pension contribution to 13%. An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for Vendor Management Snr Admin

IFA Account Manager Support

Ref: arc682

Surrey/WFH - Permanent

  • Job Title/Location:Adviser Account Manager Support, Surrey/WFH
  • Salary:To £35,000 + average bonus c.11% + pension contribution to 13%
  • WFH:Average week is 1-2 days in the office & 3-4 days WFH
  • Requirements:Previous Financial Services experience, ideally having worked with IFA’s/Financial Advisers, previous exposure to a number of products & naturally strong in customer service
  • Role Snapshot:Supporting Advisers who place business with our client, almost acting as an Account Manager, taking on escalated cases, engaging with the client, problem solving

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. Their Financial Solutions division has an account management team that supports the service management requirements of their key distributors (Businesses that advise customers to take on our client’s funds, products or services), so for instance they deal with a number of IFA firms large and small just as an example. This team are about to take on one of their biggest customers, so an exciting chance to be an influential team member at the start of the process.

The Role:This role requires someone with excellent interpersonal, communication and problem-solving skills to build strong relationships with clients to support the continued growth of the team. You will be responsible for working closely with supporting one of their largest clients, supporting resolving escalated cases from advisers directly and the Account Management Team. You will work with the adviser firms to ensure the best possible outcome for the client. Key responsibilities will include:

  • Taking ownership of escalated client cases from the Account Manager they support, their clients where necessary, others within the Account Management Team or Sales and to seek the best possible client outcome.
  • Engage with clients and other areas of the business, including Contact Centre and Operations teams to ensure a smooth case resolution.
  • Work closely with numerous internal teams to help identify and implement enhancements with regards to improving the customer experience and driving forward operational efficiency
  • Undertake analysis and investigation of complex issues that impact clients to support the quick and efficient resolution of these issues
  • Manage case handling logs for key clients, in particular monitoring the progress of transfer and re-registration cases across all products, reporting progress on a regular basis

Experience/Skills Required:This role requires proven Financial Services experience, ideally with an understanding of a variety of Advisor products and services. Good analytical, administration and technical skills combined with a genuine passion for customer service are key. The key attribute is having had that previous IFA/Adviser exposure, that could be on an admin level or indeed having dealt with IFA’s in a call centre setting – any type of exposure is really important, as are strong MS Excel skills.

Additional Information:The salary for the Adviser Account Manager Support role is to £35,000 with an average bonus of c.11% and a company pension contribution to 13%. An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

Apply for IFA Account Manager Support

Senior Risk Business Manager

Ref: arc681

London/Surrey & WFH - Permanent

  • Job Title/Location:Senior Risk Business Manager, City/WFH
  • Salary:To £65,000 + average bonus c.19% + pension contribution to 13%
  • WFH:Average week is 1-2 days in the office & 3-4 days WFH
  • Requirements:A strong background in business management, business processes & controls within Financial Services and ideally some risk management experience
  • Role Snapshot:Support two senior risk leaders with management of the business, working closely with the COO’s, Business Heads, Senior Leadership Teams and the respective channel business managers

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. This team supports very senior leaders within the business including via data analysis, producing regular reporting to the CEO, Executive Committee’s and Boards, facilitating business governance and leadership meetings and preparing ad-hoc presentations.

The Role:This role, as partly mentioned above, primarily supports two senior risk leaders with the effective management of the business area ensuring successful delivery of business priorities, objectives and overall strategy. You will be involved in supporting ad-hoc projects, communications, meeting organisation, data analysis, reviewing & analysing documentation, preparing briefing notes & reports as well as background research on relevant matters. Your key responsibilities within this will include:

  • Act as a strategic partner to the senior risk leaders, offering insight, intellectual challenge, a view of best practice, and a diverse and innovative mind-set
  • Support the business heads in the design and structure of their business strategies, and assist with the articulation of their respective strategies to support execution of their top-level 1000-day plan commitments
  • Provide analysis & insight to support the senior leader and business heads meet the needs of staff and clients through robust MI
  • Drive and prepare agendas, coordinate materials, follow up on action items, attend meetings and participate in discussions
  • Co-ordinate staff communication, develop communications plans in partnership with comms partners, including preparing agendas and materials for Town Halls, Leadership Calls and Webchats

Experience/Skills Required:You should have a strong understanding of business processes and controls with experience in a business operation or a change management environment within Financial Services. Previous successful people recruited into this role have demonstrated a range of business management skills (working on strategic initiatives, working on large amounts of data/analysis, governance experience as well as communications/engagement experience).

Additional Information:The salary for the Senior Risk Business Manager role is to £65,000 with an average bonus of c.19% and a company pension contribution to 13%. Genuine chances to progress within a company well known for developing people. The role can be worked out of Surrey as well as the City with lots of WFH flexibility.

Apply for Senior Risk Business Manager

Adviser Propositions Snr Mngr

Ref: arc680

Surrey/WFH - Permanent

  • Job Title/Location:Adviser Propositions Senior Manager, Surrey/WFH
  • Salary:To £65,000 + average bonus c.19% + pension contribution to 13%
  • WFH:Mainly WFH, possible to only go into the office 1-2 days p/m
  • Requirements:An understanding of the UK adviser and platform market, any data focused experience within change/propositions would be ideal as well as strategy delivery
  • Role Snapshot:Centred around how proposition strategy is delivered once it is conceived, very much data focused, coming up with solutions as to how Advisers obtain/access data

The Company/Team:This company has a great reputation for developing people and they are going through a sustained period of expansion, which started in 2020. Our clients Adviser Solutions platform offers products and services to advisers and their end clients. The platform offers all the core wrappers; ISA’s, SIPP’s, GIA’s and access to key instruments such as onshore funds, equities, Exchange Trading Fund (ETFs) and Investment Trusts.

The Role:This role involves building a detailed understanding of the needs of the target market, the external environment and internal stakeholders, defining the value proposition and articulating the benefits and outcomes that these changes will deliver. You will be accountable for championing the proposition to internal stakeholders and in key governance forums. Once actions are agreed, you will then represent advisers and the business in any resulting change activity and in the communication of that change. As mentioned above, rather than developing strategy, this post is about how that strategy is then delivered, so more of a technical/data centred role, how do Advisors obtain/access data, important that you understand data architecture and any experience with things like Intelliflo/IRESS and how data connects would be very useful. Within this, the main responsibilities include:

  • Develop a deep understanding of Adviser needs, competitor propositions & the regulatory landscape
  • Engage with Advisers, external third parties, and internal stakeholders, attend industry events to help inform and shape propositions
  • Identify and define key value proposition for both Advisers and Users of the platform that will address their needs. Create business cases and outcome/benefits to secure investment and resources to deliver the changes
  • Support and review existing propositions offered through Adviser solutions

Experience/Skills Required:You must possess an understanding of the UK adviser and platform market including a strong technical understanding of the pensions industry. Experience with systems such as Intelliflo/IRESS would be very useful as would be sone data experience within a change/propositions environment. The ability to understand the needs and interests of stakeholders, create solutions and an understanding of technology/the software development life-cycle is important and any exposure to digital propositions/tool development a big advantage.

Additional Information:The salary for the Adviser Propositions Senior Manager role is £55,000 - £65,000 with an average bonus of c.19% and a company pension contribution to 13%. An excellent benefits package includes free parking, onsite gym, life & health benefits and genuine chances to progress within a company well known for developing people.

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Testimonials

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

    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

    Had asked ARC to help recruit a Flex Team Administrator

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

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

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

    CANDIDATE - seeking move from Investment Mngt into an IFA firm

    Placed candidate into a Paraplanner role in Surrey/South London

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

    CANDIDATE - A Marketing Comms Exec

    Accepted a Senior Marketing Exec role with a leading product provider

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

    CANDIDATE - A PA/Paraplanner

    Accepted an IFA Coordinator role with a retirements provider in Surrey

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

    CANDIDATE - A maths related Graduate looking for an analytical role

    Accepted a pensions related Analyst role in 2011

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

    CANDIDATE - A Customer Services Manager

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

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

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

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

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

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

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

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

    CANDIDATE - A public health graduate in 2012

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

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

    CANDIDATE - An Analyst Programmer in 2012

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

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

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

    Accepted role as an Analyst for a pensions provider in Surrey

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

    CANDIDATE - A Ph.D Qualified Statistician

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

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

    CANDIDATE - A Senior Software Developer

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

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

    CANDIDATE - A Customer Services Rep in London

    Accepted a Calls Coordinator role with a Provider in Surrey

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

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

    CANDIDATE - A Lancs based Medical Underwriter

    Accepted a Home Working Underwriter role

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

    CANDIDATE - A Marketing Communications Coordinator

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

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

    CANDIDATE - A Senior Customer Services Trainer

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

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

    CANDIDATE - A Customer Services Associate

    A graduate with banking experience placed with leading Fund Manager

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

    CANDIDATE - Recent graduate placed initially in an internship

    Impressed hugely, then offered PERM Risk Analyst post

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

    CLIENT - Only Chartered IFA business in Rutland

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

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

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

    Accepted a role that mixes complaints investigations with technical query resolution

  • I have never had a recruiter so invested in your personal goals and your ideal salary! Darren absolutely smashed it, provided me with the perfect role, he had so much patience, he is attentive and he guided me through every single step! Best recruiter I've had and the best best best company to go with if you're serious about finding your perfect role! Darren is a credit to the company!

    CANDIDATE - Looking for new challenge away from retail

    Placed with Blue Chip employer in an Academy Client Services role

  • I had the best possible interview experience thanks to Darren. He's been very helpful, always responding immediately to my questions. He made sure I was properly prepared for the interview, shared his insight and experience about the company, provided me with all the necessary information, including detailed travel logistics! Thanks to Darren, I had the confidence to walk through the door and ace that interview. He's a recruiter you can trust.

    CANDIDATE - Mortgage Administrator

    Placed into a Trainee Paraplanner role with award winning Broker

  • Darren was a lovely recruiter to work with, he kept in contact with me frequently during my job search, and was always happy to listen to any concerns I had! I would highly recommend him and had a very positive experience.

    CANDIDATE - Protection Administrator wanting to broaden horizons

    Secured a role within a Wealth Management client as a Private Client Administrator

  • I would definitely recommend Darren, he was very honest and open with me from beginning to end. I never felt like he was demanding, my previous experiences with recruiters were not always constructive. Another thing I really appreciated was that Darren would always give me feedback no matter what the feedback was and respond to my queries in good time, without being chased. I felt he was always on my side, if you are looking for a recruiter that is patient and effective, you are in the right hands.

    CANDIDATE - Was a temp online Mortgage Administrator looking for a perm role

    Placed the candidate in a perm Mortgage Admin/Trainee Paraplanner role with a well known/respected Broker

  • Darren was extremely helpful when it came to finding me a role suited to my interests and guided me through the interview process start to finish - giving me confidence to secure the role (which I did). His around-the-clock availability and genuine keenness to see me prosper was the main reason why he was definitely the best recruiter I've come into contact with by far.

    CANDIDATE - Wanted out of mainstream banking and into a more challenging/perm role

    Helped secure a role exposing the candidate to both Mortgages and Savings products in a perm role that mixes admin with contact centre and prospects

  • This has been my first experience finding a job through a recruitment agency and Darren has been great! He was honest and extremely helpful the whole way through and made the process very easy. I was then fortunate enough to be offered a job within a week of even speaking with Darren for the first time. I would definitely recommend and come back to Darren again if required in the future.

    CANDIDATE - Mortgage Administrator

    Wanted to be part of a bigger office to help with long term progression

  • I know it's the weekend but I didn't want to let the moment pass any longer without saying a huge thankyou for everything. The role at my new workplace so far seems perfect for me, company has great flexibility and values and I've hit the jackpot in awesome team mates. Really appreciate all your support.

    CANDIDATE - Pensions professional getting back into sector after 4 year break

    Secured a remediations role with a global FS employer

  • Darren was fantastic from the first point of contact. Asking the right questions to establish my strengths & needs. He explained the posts in great detail and provided all the preparatory material to set me up for success. Darren was also very easy to reach when I had questions & made the experience a very pleasant one. Thank you Darren!

    CANDIDATE - Assisting the candidate re two Customer Service roles

    Was looking to move from a very slow role/environment into a much more professional set-up with prospects

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