Financial Services

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Active Recruiting Consultants Ltd

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

Financial Services Jobs

Internal Communications Exec

Ref: arc372

Surrey - Permanent

£22,000 - £26,000

Do you have communications experience in either marketing, internal comms or an HR environment? Are you looking for a role that offers prospects within a growing/established business and a market leader? If so, read on.

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

The Role: This role offers a good deal of variety. You will be responsible for supporting the Internal Communications team in the development and maintenance of the Group's internal communications as well as their CSR strategy, naturally ensuring the relevant alignments with brand etc. Your main accountabilities will include:

Internal Communications - You will work with the Internal Communications team to support the development and implementation of internal communications and collateral in support of CSR practices, HR employee engagement initiatives and corporate/marketing strategies.

Intranet- Provide support to the Internal Communications for the on-going development and maintenance of the Group's intranet.

Corporate Social Responsibility - Support the development and co-ordination of activities in relation to the Group's CSR policy, including communications and involvement in local community and charity initiatives.

Administrative Support - You will also provide administrative support relating to on-going reviews and updates to the intranet, management of the Internal Comms mailbox and managing community based initiatives such as reading and mentoring programmes.

Skills / Experience Required: What is essential, as mentioned above, is that you have previous experience where communications were a key responsibility, ideally gained within a marketing, internal communications or HR environment. Excellent communication and interpersonal skills, coupled with the ability to present complex financial concepts in a concise manner are also vital. Marketing experience would be of added benefit.

Additional Information: The salary range is up to £26,000 and in addition, bonus would receive a generous bonus, pension and comprehensive benefits package as well as ongoing training and development.

Sales Development Consultant

Ref: arc286

Surrey - Permanent

£28,000 - £45,000 OTE

If you have B2B sales and/or account/relationship management experience in any sector, this could be a great option for you. A hugely impressive business, diversifying into additional markets and now turning over in excess of £1.5billion. Already the No.1 player in their core markets in the UK, which helps you enormously in this role.

The Company: Our client is a relatively new name in the world of Financial Services, but already a market leader, winning numerous service awards and regardedby others in the industry as INNOVATIVE, VIBRANT and PACE SETTERS when it comes to standards of customer service.

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

Relationship management is key. The initial focus is to concentrate on those IFA’s that are not traditionally high business producers for our client, therefore they are looking for someone with the ability to take on technical knowledge in order to gain trust and the sales ability to push the products/services and turn these accounts around from low to high producing accounts. The mainaspects of the role are as follows:

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

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

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

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

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

Legal & Compliance Support

Ref: arc382

Surrey - Permanent

£17,000 - £20,000

Do you have office based administration experience? Are you well organised with strong time management skills? Our client, a well respected Lender, can offer a role that assists with the provision of legal and compliance services – the company concerned, have great market reputation and are known for developing their staff. Graduates will also be considered.

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

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

  • Assist with the legal services function, including administrative systems and appropriate filing systems.
  • The administration of deeds in and out, including logging receipt, checking and dispatch and the maintenance of relevant records.
  • Assist with the data inputting and check all data.
  • Assist with the use of web based applications and downloading of information.
  • Conduct land registry searches.
  • Attend internal and external meetings as required.
  • Assist with the implementation and maintenance of the compliance monitoring program
  • Produce internal management information

Skills / Experience Required: You should be educated to at least GCSE level, with a minimum of 5 GCSE, including B grade or above in English and Maths. You should have administration experience within an office environment, ideally within Financial Services, Banking or Insurance. In addition, good communication and organisational skills are essential.

Additional Information: The salary is up to £20,000 and there is a bonus as well as a comprehensive benefits package included.

Senior Compliance Consultant

Ref: arc230

N-East: HOME BASED - Permanent

£35,000 - £42,000

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

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

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

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

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

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

Customer Experience Analyst

Ref: arc385

Surrey - Permanent

£24,000 - £30,000

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

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2017. Now numbering over 1,000 staff and they have very strong reputation in the market.

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

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

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

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

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

Pension Transfer Adviser

Ref: arc378

Isle Of Wight - Permanent

45,000 - 50,000

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

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

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

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

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

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

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

Pension Transfer Adviser

Ref: arc378

Surrey - Permanent

£45,000 - £55,000

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

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

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

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

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

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

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

Retirement Calls Coordinator

Ref: arc130

Surrey - Permanent

£24,000 + bonus + pension

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

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

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

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

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

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

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

DC Pensions Administrator

Ref: arc345

Surrey - Contract

£20,000 - £25,000

This global organisation is looking for a DC Pensions Administrator initially on a 3 month contract with genuine potential for the role becoming permanent. An interesting area of pensions, focussing on retirement, death and divorce cases – all within a small team of 5, but part of an impressive complex and superb long-term opportunities.

The Company: Our client is a global entity employing over 5000 people in 24 countries. They administer around £185billion in funds worldwide and this office consists of c.1600 people.

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

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

  • Ability to organise the day to day planning of your workload.

  • Dealing with financial transactions, processing invoices and sales.

  • Accurately processing financial transactions for Retirement, Death and Divorce

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

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

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

Skills / Experience Required: Prior pension experience is essential, a real preference for those with occupational DC / Money Purchase experience. Someone who is a self-starter, can demonstrate a good use of initiative and can respond rapidly to changing agendas. Strong communication skills are vital as are good numeracy and computer literacy (Excel, Word and Powerpoint).

Additional Information: This role comes with a salary to around the £25,000 mark. Bonus is worth c.£2,250 and the generous pension worth an additional c.£3,000 + further benefits and study support should the role become permanent.

Quote Support Administrator

Ref: arc384

Surrey - Permanent

£18,000 - £24,000

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

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2017. Now numbering over 1,000 staff and they have very strong reputation in the market.

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

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

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

Pensions Correspondence Asst

Ref: arc383

Surrey - Permanent

£20,000 - £23,000

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

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

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

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

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

Additional Information: Salary is up to £23,000 with bonus likely adding £1,500 and the pension is worth up to £3,000. Probably more important is that you will be trained to a high level with a view to progressing within pensions and the company in general.

Trainee Support Administrator

Ref: arc381

Surrey - Permanent

£15,800 + c.£1,200 bonus

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

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

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

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

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

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

Customer Services Support

Ref: arc380

Surrey - Permanent

£21,400 + bonus c.£1,600

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

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

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

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

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

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

New Business Administrator

Ref: arc259

Surrey - Permanent

£18,000 - £19,000 plus bonus

An expanding business, bringing new products to market. An employer that promotes staff development. This is a business that has adapted to changes in the Financial Services marketplace and is intent on strengthening their position as the Number 1 player in this field. This is an administrative post that could give you an excellent grounding in the business and expose you to opportunities as new products are developed and new teams are formed. Previous experience not essential.

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

The Role: A great opportunity for someone ideally with some stable administrative experience, but possibly a school leaver / graduate with a good academic record who is a good team player and eager to learn. This is a busy, fast paced environment where the teams are encouraged to work hard, but also to have fun doing it in a positive, upbeat department. This role fits into the administration support area of operations. The focus of the position is to provide all logging of work for the department, manage and maintain in-boxes, send out correspondence to customers and the general up-keep of their files.

You will get involved in our clients scanning and auditing process in which all of their customer data is stored electronically. The support area sits centrally to the entire operations department and ensures the smooth running of all other teams. You will help provide these other teams with their daily workload and help to ensure this runs smoothly.

Skills / Experience Required: Ideally you would have experience in administration or customer service within Financial Services, but this is not essential. Our client is looking for someone who will fit really well into team dynamics, a good team player who is eager to learn and take on new challenges. The team is quite fast paced, so it is important that you can adapt to work volume spikes and still meet deadlines. Accuracy is also important, so keen attention to detail would be of value.

Additional Information: The salary is up to £19,000 and in addition there is a bonus of c.7.5% and an extensive benefits package including pension.

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

Commercial/IFA Director

Ref: arc379

Isle of Wight - Permanent

£70,000 - £80,000

Part of a huge, global business - this division which focuses on retirement planning/pension transfers has had year on year growth in recent times of 50% and a 2017 sales target of £200m (currently ahead of target). This role is responsible for the performance of the business and requires someone ideally with a pensions / retirements background to work mainly in Newport, once a week in the Surrey office and an option on Fridays to work from home.

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

The Role: This department consists of 25 staff currently but is gradually expanding and gradually becoming a more and more important part of the overall business. Clients are UK wide and around 50% of business is done with brand new clients coming on board. There is a huge growth opportunity for this part of the business, a great team of people with very much a 'can do’ attitude. In terms of growth/potential improvements, most business is done over the phone and whilst comfortably ahead of target, the general call to business ration is 10%, whereas it should be closer to 30%, so this will be an initial focus for the Commercial Director and just shows the potential of the business in the medium term. Your overall remit includes sales, internal processes, operations, client journeys and engagement opportunities and customer experience. Your key responsibilities will include:

  • Development of long term vision, future proofing the business with an optimal operating model.
  • Understand/map the key process and client journeys - specifically guidance, advice and annuity purchase.
  • Review/recommend process changes - how can these be made more robust, how can these be optimised.
  • What low/non-value added tasks can be identified, separated and transferred elsewhere within the business.
  • How do the interfaces with other office locations work - what can be improved?
  • What opportunities exist to better engage with the client - such as a post transfer follow up call?
  • To understand the current systems and to identify the optimal ongoing mix of underlying technology infrastructure to best suit future development of the business
  • Review pricing - work with Product to evaluate what is charged for, how it is charged and how it is chased
  • Ensure a process is in place to identify leads for the Wealth team
  • Review the strategic relationships with key departments and individuals in the business, e.g. Compliance, Risk, Audit, Finance and adjust as required

Experience / Skills Required: Prior experience of running an advisory business from a strategic perspective is essential. You should have a technical understanding of processes and best practice in an increasingly online & digital market. In turn, you should have a strong understanding of risk management and working within a compliant environment. You will sit on the management team and therefore will need to commute to Surrey every Monday for business/strategy meetings.

Additional Information: The salary for this role ranges up to £80,000 and bonus potential of 35%. The pension contribution from the company is up to 13% and there are additional life/protection benefits.

Pensions Logistical Support

Ref: arc255

London - Permanent

£22,000 - £26,000

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

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

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

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

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

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

  • Provide assistance / cover to business development team members.

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

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

Product Introducer

Ref: arc046

Surrey - Permanent

£20,000 + c.£6,000 bonus

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

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

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

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

Skills / Experience Required: You should be able to demonstrate experience of working within an appointment making environment/call centre and have experience of handling inbound calls and fulfilling customer requirements,selling the service & benefit of appointments. Our client requires a self-starter, happy to work from their own database of work, happy to be on the telephone for 2 hours+ per day, looking to make 5-7 appointments per day.

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

Investment Sales Executive

Ref: arc376

Surrey - Permanent

£30,000 + £15,000 bonus OTE

This opening is within a truly global business and offers excellent prospects for people with ambition and a great work ethic. A Financial Services background is essential, a good telephone manner and an understanding of the IFA/Adviser marketplace are also important requirements.

The Company: This is a leading Financial Services employer, serving investors all over the world, managing all significant asset classes for institutional and retail investors in long-term savings products – namely ISA’s, OEIC’s and Unit Trusts.

The Role: This position centres around our clients fund platform service and brand. This is one of the largest and longest-established fund platforms servicing financial advisers and their clients for the last 17 years. It currently administers just under £65bn in assets with products such as ISAs, Unit Trusts, OEICs, ETPs, Investment Trusts and International Bonds all being available on the platform. Based within the telesales team, your responsibility would be to help increase sales through the development of new and existing contacts, primarily through proactive outbound telephony. There will, from time to time, be a requirement to travel in order to develop and maintain IFA's/adviser relationships and have a presence at various industry events. In addition, you will be required to support specific marketing activities, primarily by phone. Key responsibilities will include:

  • Building/owning proactive sales oriented relationships with non-panelled advisers and network member firms.
  • Retaining existing legacy assets and accounts as well as developing new ones.
  • Using available sales MI, engaging in outbound sales activity, targeting 3-4 hours of meaningful conversations per day.
  • Pro-actively review sales MI, competitor information, and industry press and develop strategies to increase sales opportunities in line with the wider sales team.
  • Work together with Sales Management and the wider sales teams in delivering large scale national and regional events, including conferences, road shows and workshops.
  • Follow up activity as required to maximise sales opportunities

Experience / Skills Required: You must have a Financial Services background, be comfortable in a phones based role and have a good understanding of the IFA/Adviser market. A degree of confidence with MS Excel & Powerpoint would be advantageous as would the ability to analyse data. This is a great company to work for if you have a great work ethic and are enthusiastic about your work and career.

Additional Information: The role comes with a salary of c.£30,000 and potential to add 50% of that in bonuses, certainly £10,000 in bonus is achievable by most. Pension would add another £3,000 - £4,000 but it is the role and career/development prospects that should be your focus.

Mobile Mortgage Underwriter

Ref: arc377

Wiltshire - Permanent

£28,000 - £37,000

This represents a great opportunity for a strong technical Mortgage Underwriter to stamp their mark on an established, yet growing lender, currently employing around 160 people with the underwriting function set to grow further through 2017 both on-site and off-site.

The Company: Our client is an established and recognised brand in lending and retail savings – they have expanded over the last couple of years by around 25% in terms of staff headcount as product demand increases. A great organisation in which to learn and develop.

The Role: This is a brand new role – the purpose of which is to underwrite new mortgage applications off-site and provide “in principal” decisions to preferred business partners. The area you would cover is the M4 Corridor, from the Middlesex/Berkshire area, through to Swindon and Bristol. The key tasks within the role will include the following:

  • Assessing loan applications to ensure completeness of documentation to company standards and liaise with introducer's to procure the submission of omitted items.

  • Appraise new applications with a view to proceeding or rejecting, advising introducer's of any outstanding requirements in order to proceed.

  • Produce loan offers in compliance with the companies Lending Policy.

  • Dispatch Mortgage Offers and Solicitors Instructions.

  • Respond to intermediary enquiries in person, by email, letter or by telephone.

  • Contribute to the design of the “off-site underwriting” procedure/process in order to ensure a high level of service and quality of applications.

  • Attend Internal or External meetings as required, visiting the Surrey head office once every week/fortnight.

Skills / Experience Required: Candidates need to have at least 3 years mortgage underwriting experience within a Bank or Building Society. You should have a good understanding of FCA regulations, possess the ability to build positive working relationships and have strong administrative/organisation skills.

Additional Information: The salary is c. £30,000 and in addition you will receive a £5,000 car allowance, company pension, BUPA membership, concessionary mortgage facilities, company bonus and an active sports and social club membership. Great office atmosphere and a company, within which, you genuinely can progress.

Mobile Mortgage Underwriter

Ref: arc377

Berkshire - Permanent

£28,000 - £37,000

This represents a great opportunity for a strong technical Mortgage Underwriter to stamp their mark on an established, yet growing lender, currently employing around 160 people with the underwriting function set to grow further through 2017 both on-site and off-site.

The Company: Our client is an established and recognised brand in lending and retail savings – they have expanded over the last couple of years by around 25% in terms of staff headcount as product demand increases. A great organisation in which to learn and develop.

The Role: This is a brand new role – the purpose of which is to underwrite new mortgage applications off-site and provide “in principal” decisions to preferred business partners. The area you would cover is the M4 Corridor, from the Middlesex/Berkshire area, through to Swindon and Bristol. The key tasks within the role will include the following:

  • Assessing loan applications to ensure completeness of documentation to company standards and liaise with introducer's to procure the submission of omitted items.

  • Appraise new applications with a view to proceeding or rejecting, advising introducer's of any outstanding requirements in order to proceed.

  • Produce loan offers in compliance with the companies Lending Policy.

  • Dispatch Mortgage Offers and Solicitors Instructions.

  • Respond to intermediary enquiries in person, by email, letter or by telephone.

  • Contribute to the design of the “off-site underwriting” procedure/process in order to ensure a high level of service and quality of applications.

  • Attend Internal or External meetings as required, visiting the Surrey head office once every week/fortnight.

Skills / Experience Required: Candidates need to have at least 3 years mortgage underwriting experience within a Bank or Building Society. You should have a good understanding of FCA regulations, possess the ability to build positive working relationships and have strong administrative/organisation skills.

Additional Information: The salary is c. £30,000 and in addition you will receive a £5,000 car allowance, company pension, BUPA membership, concessionary mortgage facilities, company bonus and an active sports and social club membership. Great office atmosphere and a company, within which, you genuinely can progress.

Customer Experience Manager

Ref: arc368

Surrey - Permanent

£37,500 - £50,000

If you have a customer experience background within Financial Services, Banking or Insurance, this represents a fantastic opportunity to both grow within the role as it expands into new areas and indeed progress through the organisation. A company known for developing their staff.

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

The Team: This role was only created within the business 3 years ago and the original post holder has now progressed internally within the company. There are no direct reports, but you will work closely with 2 Business Analysts and a Project Manager and the role is deemed 'high profile’, exposing you to around 300 people within the firm, some of which are based abroad. The area focuses on the DC (Defined Contribution) pension scheme market, maintaining pensions administration services for a range of corporate clients.

The Role: Two weeks after a pension scheme member has contact with the DC side of the business, the member/customer will complete a post-event relationship survey. They will be asked if their query was dealt with satisfactorily, was anything promised delivered promptly etc. You will then go through these responses to look at potential issues/trends, look at complaints and also feedback from staff specific to the customer experience to see how the processes can be improved. Working in close collaboration with the central UK customer experience team, the role will have ownership for the programme that delivers real tangible improvements to customer service.

This is an ideal opportunity for an individual to lead a key initiative and have exposure to the senior DC management team. The role will be responsible for analysis, appropriate allocation, oversight and reporting of all issues raised. The key objective is to bring together all the various inputs (Phones/Complaints/Customer Surveys) related to reducing barriers to business into a structured resolution process to provide clear visibility of what requires action. In addition, the role will have responsibility for providing regular reporting and communication to senior stakeholders, including a lead role in the Customer Forum, and the ongoing internal promotion of the Customer Experience programme.

Skills / Experience Required: A background covering customer experience within a regulated environment/market is essential. Good communication and presentation skills are also essential and the individual must be comfortable with challenging processes/systems appropriately.

Additional Information: The salary for this role is £37,500 - £50,000. The main consideration is the progression though, good people can progress through the organisation if they apply themselves. This role will also soon be exposed to the SIPP/Retail side of the business, so very quickly the role will develop and expand.

New Business Associate

Ref: arc296

Surrey - Permanent

£20,000 - £22,000 + bonus

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

The Company: Our client is a highly professional financial services company who base their customer services model on just that, first rate customer service as opposed to the hard sell. Mortgages and Investments are their key markets and this role will expose you to both sides of the business.

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

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

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

  • Promote products and services, but without ‘selling’

  • Issue relevant literature, illustrations and application forms

  • Pro-actively follow up enquiries

  • Contact customers periodically regarding services and products

  • Carry out market research

  • Pro-actively call existing mortgage customers

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

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

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

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

Telephone Sales Manager

Ref: arc375

Surrey/City Border - Permanent

£25,000 - £40,000 OTE

An interesting and involved role for those with team manager / supervisory experience within a call centre environment. Full bonus has been achieved the last 3 years, so earnings of £40,000 are certainly achievable. Excellent prospects, and the chance to work for a company at the leading edge of technology in the financial services market.

The Company: Our client develops and produces software solutions for Brokers within the mortgage industry. They are the dominant force in the market, winning numerous awards in recent years and can offer very good long term prospects for people that apply themselves. This office has grown to around 80 people and further growth through 2017 is expected.

The Role: There are two teams at play here, a team of 8 in Croydon where the role is based and a small team in the Midlands. This position is responsible for both teams, so regular travel to the Midlands will be required. This post is responsible for leading, managing and developing a telephone based, direct sales team. You will plan, implement and measure sales campaigns and activities, agree sales targets and objectives with your Line Manager and set clear objectives alongside robust KPI’s.

The team are in contact with a UK-wide network of Mortgage Brokers – so it is a B2B role as opposed to direct to customer. These Brokers will typically be using one of our clients mortgage sourcing software products, or indeed a similar product produced by a competitor. All of these Brokers will be familiar with the company and what they do, so the team will inform these Brokers about other products the company can offer them, changes to current products and . how they differ to the competition. You will be expected to lead by example in securing new business and developing ideas and strategies to increase business levels. Other responsibilities include supporting/presenting at annual company national road-shows, Corporate Account road-shows and delivering webinar training and sales sessions for both new and existing customers.

Skills / Experience Required: Supervisory / team management experience is key, ideally this would be within the mortgage industry in a call centre environment, but these two elements are not essential. Previous MI analysis would prove useful as would proficiency with MS Office.

Additional Information: The salary is up to £30,000 and bonus can add around £10,000 to that. There is a company pension, various life and health benefits and free car parking. Prospects should be a big consideration re this role – good people who apply themselves will do well. The hours are based around 9am – 5.30pm with some flexibility.

Senior Compliance Consultant

Ref: arc230

Midlands: HOME BASED - Permanent

£35,000 - £42,000

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

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

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

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

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

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

Complaints Associate

Ref: arc373

Kent - Permanent

£21,500 + bonus + pension

This role represents a genuine opportunity for people with complaints or compliance experience in any form of financial services, to work for one of the world’s largest asset managers. If candidates can show enthusiasm, good organisational skills and a 'can do’ attitude, there are real prospects for this 12 month contract to go PERMANENT after that.

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

The Division: There are 700 people in this office and the Customer Relations team is client facing - dealing with all incoming queries received by email, post as well as those transferred from other areas. The work can include anything from basic information requests, fund performance queries, to FSA reportable complaints and complex queries.

The Role: In this role, you will provide operational resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers, ensuring you provide excellent customer service. The hours are 9 - 5 with the opportunity for overtime. Around 70% of your work will be complaints based and around 50% of your time will be liaising over the phone with the relevant parties.

This role is extremely varied and you will be expected to respond to varying types of enquiry; from advisers querying commission payments to dealing sensitively with deceased account issues. The aim is to not only respond with a level of detail and quality that meets and/or exceeds customer expectations, but to address the root cause of the query, providing appropriate operational fixes to customer accounts, whilst ensuring regulatory requirements are met and all interactions with the customer handled in a timely manner.

Skills / Experience Required: Our client is looking for people with previous complaints or compliance experience, ideally gained within any area of financial services, be that insurance, banking, pensions, investments etc. Experience in writing letters to clients/customers is also essential. You must possess excellent organisation and communication skills (written and verbal) as well as the ability to manage several tasks simultaneously. You should be able to work under pressure, to tight deadlines with accuracy and attention to detail. An experienced user of Microsoft Word and Outlook and a basic knowledge of Excel is also required.

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

Pensions Customer Services

Ref: arc371

Surrey - Permanent

£22,000 - £22,500

This role represents a genuine opportunity for people with office based customer services or call centre experience, to work for a global Financial Services company. If candidates can show enthusiasm, energy and the ability to multi-task, then this 4 month contract will convert into a permanent role within just a few weeks. Upon going perm, you will be eligible for a c.10% pension and 13% pension, taking the package to over £27,000.

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

The Team: This area consists of 18 people split into 2 teams. Each team plays a large part in first line customer care. The Phone Teams respond pro-actively to resolve incoming phone call queries from Financial Advisers as well as direct customers.

The Role: This post involves taking around 35-45 incoming phone calls, resolving any queries that generally consist of contribution changes, fund transfers, updating member details etc.

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

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

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

Additional Information: The salary for this role is to £22,500 and bonus once perm, on average, would add around £2,000 and the pension can also add c.£2,900 plus a variety of other benefits. The main consideration is the progression though, good people can without doubt, progress if they apply themselves. The hours are shifts of 8am – 4pm, 8.30am – 5pm and 9am – 5.30pm with some flexibility.

Call Centre Associate

Ref: arc201

Surrey - Permanent

£21,500 + bonus + pension

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

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

The Team: This area consists of 8 teams of 12 people. Each team plays a large part in first line customer care. The Phone Teams respond pro-actively to resolve incoming phone call queries from Financial Advisers as well as direct customers. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and to actively promote the products and services. The aim is to meet customer's needs, outlined in their initial phone call.

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

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

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

Additional Information: The salary for this role is £21,500 and bonus, on average, would add around £1,600 and the pension can also add c.£2,750 plus a variety of other benefits. The main consideration is the progression though, good people can progress quickly if they apply themselves. The hours are 9am – 5pm and you may need to work one Saturday per month, but for this you would get double time and there is the option for overtime in addition.

Mortgage Helpdesk Assistant

Ref: arc362

Surrey/City Border - Permanent

c.£18,500 + bonus + pension

An interesting and involved role for those with helpdesk or call centre/technical support experience. This position incorporates taking calls from Mortgage Brokers who have queries relating to a variety of Mortgage based IT sourcing systems. You do not need any mortgage or IT experience. Excellent prospects, and the chance to work for a company at the leading edge of technology in the financial services market.

The Company: Our client develops and produces software solutions for Brokers within the mortgage industry. They are the dominant force in the market, winning numerous awards in recent years and can offer very good long term prospects for people that apply themselves.

The Role: Working within a team of 12, you will provide front-line telephone support to our clients UK-wide bases of Mortgage Brokers. These Brokers will typically be using one of our clients six types of software products and the calls will generally consist of providing technical support and possibly informing Brokers about other products the company can offer them. On average, you would be dealing with around 20-30 calls per day. Contact with Brokers will not purely be telephone based – you will be responsible for dealing with emails and other methods of contact via our clients websites. You will also be charged with taking accurate notes on faults and escalating these to more senior helpdesk colleagues. In this role you will not be targeted re the number of calls you handle per day, targets really relate more to the quality of calls.

Skills / Experience Required: Candidates must be willing to learn – that is really important. You should have previous helpdesk or call centre experience and possess strong written communication skills. A ‘customer comes first’ mind-set is also vital and you should be willing to work towards the company’s A+ certification. You should be comfortable with generic software packages like MS Office and be able to adapt to new systems quickly.

Additional Information: The salary is c. £18,500 and bonus can add around £500 to that. There is a company pension, various life and health benefits and free car parking. Prospects should be a big consideration re this role – good people who apply themselves will do well. The hours are a choice of 8.30am – 5pm or 9am – 5.30pm.

Quality & Complaints Assessor

Ref: arc367

Surrey - Permanent

£25,000 - £28,000

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

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2016/17.

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

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

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

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

T&C Supervisor

Ref: arc343

Isle Of Wight - Permanent

£40,000 to £48,000

Our client is a major player in financial services, a highly respected organisation and well known for investing in and developing their staff. This is a great opportunity for someone either with previous T&C experience or an IFA looking to move into a more technical role. There could also be a chance, further down the line, for this person to do a certain amount of home working.

The Company: This role is based within an office of around 25 people, all part of an organisation that employs over 5,000 staff worldwide. Investments and pensions are their key areas and this position manages and oversees their Advisers who offer clients advice and guidance in relation to their retirement income.

The Role: This role reports directly to the Head of Retirement Services and involves managing and overseeing their Advisory Team who offer a telephone based service of regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income.

You will directly supervise new and trainee Advisers and Consultants, keep the Training & Competence scheme updated and maintain all T&C records for the advisory teams. You will also be responsible for ongoing training, monitoring and assessment of all team members as well as managing some customer complaints. In addition, you will act as a point of reference for technical pension transfer cases.

Experience/Skills Required: Applicants must be Diploma qualified and have either recent T&C experience or an IFA background. Ideally you will have AF3 and CF30 status, but these are not essential - however you should be willing to study and have occupational DC / Money Purchase pensions experience. You must possess strong communication skills, ideally some previous people management skills although again, this can be taught over time.

Additional Information: The salary for this role is up to £48,000 and in addition there is a comprehensive benefits package including 5% pension, life cover, generous holiday entitlement, ongoing training & development. This is a great opportunity to join an established company, offering a friendly working environment and prospects for growth as this team is part of a global, blue chip Financial Services business.

IFA Support / Office Manager

Ref: arc361

London - Permanent

£25,000 - £30,000

This is a great opportunity to become part of a young, ambitious wealth management firm. A lot of our clients business comes through accountancy firm referrals and they tend to focus on tax efficient investments, so if you have experience in that area, you could well have an advantage.

The Company: Whilst the business itself is quite young, the two Partners are extremely experienced and felt it was time to make their own decisions and knew they had the clients and potential business to make things work. This would be the main support role within the business, supporting one of the Partners and getting involved in some areas of paraplanning.

The Role: This person will be the administration support / paraplanning focal point of the operation. Whilst initially you would have just the one Partner to support, our client expects this to expand in the medium term. You will be responsible for all research processes to include maintenance of product and investment panels, product due diligence processes, managing financial planning tools/software as well as relationships with product providers. You will control all new business processing, all ongoing client servicing and relationship management (client queries, policy management, provider/introducer queries).

Database management is another area you will cover, our client uses Intelligent Office, so any experience with IO would be beneficial. You will get involved with marketing activities as well as pipeline chasing, assisting with monthly finance reporting procedures. A really wide-ranging role that will also include ensuring client file reviews are carried out and completed by the appropriate parties.

Most of the business is individual as opposed to corporate, although the aim is to grow that side of the business. As mentioned above, tax efficient investments are a big part of their business, but so are wraps, protection and pensions business, including SSAS and SIPP’s.

Skills / Experience Required: Our client is looking for an experienced IFA Administrator who may have had some paraplanning exposure, ideally strong on pensions and investments. Previous exposure to Intelligent Office would be beneficial, but not essential.

Additional Information: In return you can expect a basic salary of £25,000 - £30,000 with some bonus potential.

Pensions Calls Handler

Ref: arc366

Isle Of Wight - Permanent

£19,000 - £20,000

This is a real opportunity for people with office based customer services or call centre experience, to work for a global Financial Services company. If candidates can show enthusiasm, energy and the ability to multi-task, there are real prospects for promotion and movement within the business. Previous Financial Services / Insurance / Banking experience ideal, but not essential.

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

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

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

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

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

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

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

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

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

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

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

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

Call Centre Associate

Ref: arc365

Isle Of Wight - Contract

£15,800

This role represents a genuine opportunity for people with office based customer services or call centre experience, to work for a global Financial Services company. If candidates can show enthusiasm, energy and the ability to multi-task, there are real prospects that this initial 6 month contract, could becomea permanent position.

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

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

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

  • Take Incoming telephone calls within agreed performance and quality standards

  • Demonstrate high levels of client focus

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

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

  • Explain relevant products and procedures clearly and simply whilst promoting company values

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

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

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

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

Additional Information: The salary for this role is £15,800. The main consideration is the progression though, good people can progress quickly if they apply themselves.

Customer Services Rep

Ref: arc295

Surrey - Permanent

To £22,000+bonus+allowance

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

The Company: Our client is a highly professional financial services company who base their customer services model on just that, first rate customer service as opposed to the hard sell. Mortgages and Investment are their key markets they have a role in each area available.

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

  • Maintaining an up to date knowledge of all products and services offered by the company.

  • Dealing with customers on a daily basis both over the phone and via email.

  • Proactively following up enquiries via marketing and the website.

  • Carrying out market research and analysis of results when necessary.

  • Dealing with all general special tasks and projects that are customer related.

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

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

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

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

Trainee Mortgage Advisor

Ref: arc307

Southampton - Permanent

£18,000 - £21,000

This is a great opportunity for someone looking to gain administration experience within financial services with a view to becoming a Mortgage Advisor. Our client is a busy IFA firm, now numbering 25 staff – with a history of taking on new employees with a long-term career plan and progressing them into fully qualified Mortgage Advisor's.

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

The Role: The opening is for a Mortgage Administrator to support one Mortgage Broker and a Director with the possibility of supporting more Brokers once this person becomes productive and settles into the role. You will receive excellent initial training covering product information, compliance and regulation – and it is very much a case that once settled in, this person will start studying for the CeMAP qualification and eventually take over a book of business and start advising clients. The initial main duties include:

  • Processing new business files.

  • Updating client records.

  • Obtaining valuations and annual review reports.

  • Chasing providers for documentation and updates.

  • Client maintenance, including switch instructions.

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

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

Skills / Experience Required: We are looking for someone who ideally has experience in Financial Services administration but this is NOT ESSENTIAL. The main requirements are that applicants are positive, eager to build a career, professional and have exceptional attention to detail. You must be willing to put the effort in both in terms of work, but also the time required to study for a professional qualification.

Additional Information: The salary for this role is up to £21,000 – the role being offered on a full-time basis, Monday to Friday, 9-5pm. The office is around a 15 minute walk from the nearest station, but there is a bus stop opposite our client’s office and free parking available. There is also a discretionary bonus and a pension available.

Pricing & Quotes Assistant

Ref: arc253

Surrey - Permanent

£22,000 - £25,000

Ideal opportunity for someone with a strong Maths/Statistics background, to degree level, who is analytically minded. Recent graduates will also be considered. This company has expanded impressively over the last 10 years and is set to embark on another period of growth late this year through 2017.

The Company: A financial services provider who have grown to around 1000 people in just over 10 years. This company is a market leader in their field, have started developing new product lines and will be looking to expand into new markets in 2017.

The Role: The role holder will be required to complete a variety of tasks in support of the Actuarial Pricing & Development Team, in respect of both existing products and services as well as planned future developments. You will perform bespoke pricing for non-standard business requests including risk and profitability assessments and will also provide technical assistance to the administration and sales teams.

There are a number of ongoing business processes you will take responsibility for, including the production of daily management information (MI) and the analysis of monthly sales and profit data. This will include the production of graphs, tables and reports to aid management decisions. After initial training, you will be required to work both independently and under the guidance of other team members as required.

Skills / Experience Required: Whilst within the Actuarial Team, this is not an actuarial role – it is aimed at someone with a very strong mathematics / statistics background and education, who is analytically minded and as mentioned above, recent graduates will be considered. Excellent problem analysis and resolution skills are required and experience with Visual Basic would be an advantage. Excellent verbal, written communication and interpersonal skills are essential.

Additional Information: Salary for this role is to £22,000 and bonus adds around £1,800 to £2,500 with pension and various life and health benefits in addition.

Marketing Analytics Manager

Ref: arc357

Surrey - Permanent

£50,000 - £60,000

Our client is an established, yet expanding financial services FTSE250 company. The Marketing Department is going through significant expansion,including the Marketing Analytics function. This is a genuine chance for someone to make an immediate impact within the business and become a vital cog within Marketing moving forward. A strong Mathematics/Statistics education is required as well as experience in Digital/Google analytics.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2016/17..

The Role: Based within a vibrant, expanding Marketing Dept, the purpose of this role is to lead the delivery of the marketing analytics capability required across the corporate / affinity channel. The main responsibilities within that remit include:

  • Developing the analytics framework and supporting dashboards to aggregate front and back end data into meaningful data that adds value to the business.

  • Working closely with operational and marketing stakeholders to track and measure various acquisition channels.

  • Work with external third party agencies to build the data modelling capability.

  • Work with external third party agencies to design and build front and back end infrastructure to extract maximum value from our client’s data.

  • Work with IT architecture to ensure all functional builds optimise data capture and management.

  • Work closely with finance/category to develop profitability models for customer segments and marketing programmes.

  • Recruit, train, motivate and develop team members to ensure they have the level of motivation and skill-set necessary to deliver the companies analytical ambitions.

  • Support the design, management and implementation of relevant analytical techniques and processes to better understand key customer behaviour and economic insights.

  • Develop and automate key reporting, creating methodologies to better understand marketing investment efficiencies and optimisation - ultimately resulting in developing capability to predict customer value

Skills/Experience Required: Our client is looking for someone with a Statistical, Mathematics or Engineering degree education. In addition to that, it is vital you have advanced statistical and modelling capability and previous use of SPSS, Matlab or SAS. You must be experienced in digital analytics and conversion optimization; hands on experience with Google Analytics would be a big consideration also. You should have an advanced understanding of MS Excel macros, some SQL experience and strong verbal and written communications skills.

Additional Information: The salary for this role is up to £60,000 with bonus on average adding around £7,000 and an excellent benefits package including pension, life and health benefits.

Complaints Handler

Ref: arc355

Surrey - Permanent

£21,500 + bonus + pension

This Complaints Handler role represents a genuine opportunity for people with complaints or compliance experience in any area of financial services, banking or insurance, to work for one of the world’s largest Financial Services companies.

The Company: Our client is a leading Financial Services employer focusing in the pensions and investments sectors, employing over 5,000 people and managing £150billion+ worldwide.

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

The Role: In this role, you will provide resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers. The hours are 9am - 6pm with the opportunity for overtime. Around 50% of your time will be liaising over the phone with the relevant parties.

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

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

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

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

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

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

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

Skills / Experience Required: Our client is looking for people with previous complaints or compliance experience, ideally gained within any area of financial services. Experience in writing letters to clients/customers is also essential. You must possess excellent organisation and communication skills (written and verbal) as well as the ability to manage several tasks simultaneously. You should be able to work under pressure, to tight deadlines with accuracy and attention to detail. An experienced user of Microsoft Word and Outlook and a basic knowledge of Excel is also required. Graduates with some relevant office experience will be considered.

Additional Information: The salary is £21,500 with bonus of c.£1,600 and pension c.£2,750. There are additional life and health benefits and the opportunity to work overtime.

Complaints Associate

Ref: arc213

Surrey - Contract

£21,500 + pension + overtime

This role represents a genuine opportunity for people with complaints or compliance experience in any form of financial services, to work for one of the world’s largest asset managers. If candidates can show enthusiasm, good organisational skills and a ‘can do’ attitude, there are real prospects for this 12 month contract to be extended or possibly go PERMANENT after that.

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

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

The Role: In this role, you will provide operational resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers, ensuring you provide excellent customer service. The hours are 9 – 6 with the opportunity for overtime. Around 70% of your work will be complaints based and around 50% of your time will be liaising over the phone with the relevant parties.

This role is extremely varied and you will be expected to respond to varying types of enquiry; from advisers querying commission payments to dealing sensitively with deceased account issues. The aim is to not only respond with a level of detail and quality that meets and/or exceeds customer expectations, but to address the root cause of the query, providing appropriate operational fixes to customer accounts, whilst ensuring regulatory requirements are met and all interactions with the customer handled in a timely manner.

Skills / Experience Required: Our client is looking for people with previous complaints or compliance experience, ideally gained within any area of financial services, be that insurance, banking, pensions, investments etc. Experience in writing letters to clients/customers is also essential. You must possess excellent organisation and communication skills (written and verbal) as well as the ability to manage several tasks simultaneously. You should be able to work under pressure, to tight deadlines with accuracy and attention to detail. An experienced user of Microsoft Word and Outlook and a basic knowledge of Excel is also required. Graduates with some relevant office experience will be considered.

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

Call Centre Associate

Ref: arc354

Kent - Permanent

£21,500 + bonus + pension

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

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

The Team: This area consists of 16 people split into 2 teams. Each team plays a large part in first line customer care. The Phone Teams respond proactively to resolve incoming phone call queries from Financial Advisers as well as direct customers. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and to actively promote the products and services. The aim is to meet customers' needs, outlined in their initial phone call.

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

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

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

Additional Information: The salary for this role is £21,500 and bonus, on average, would add around £1,600 and the pension can also add c.£2,750 plus a variety of other benefits. The main consideration is the progression though, good people can progress quickly if they apply themselves. The hours are 9am – 6pm and you may need to work one Saturday per month, but for this you would get double time and there is the option for overtime in addition.

Quality Assurance Consultant

Ref: arc341

Surrey - Permanent

£25,000 to £27,500 + bonus

This QA role is made for someone who has effectiveness testing experience relating to controls and policy. The role is all part of a new Quality Assurance Team within a company of around 400-450 people that is going through lots of positive change at present. This is set up for a good person to really make a name for themselves with excellent tutelage.

The Company: Our client is one of the leading players in their market and this is an exciting stage in the company’s development. New systems have recently gone 'live’ and the business is moving office later this year from Epsom to Ashtead.

The Role: The QA Team forms part of the Controls operation which currently totals around 12 people. The purpose of this role is to support the evidencing of Quality Assurance within the processes performed across the Operations and Administration functions of the business. You will provide the appropriate reviews and testing results to support Adequacy & Effectiveness sign off and you will also support the Control & Business Change team in developing new processes and controls through the reporting of the adequacy and effectiveness results. Your main duties and responsibilities include:

  • Supporting the development of procedures and methods to evaluate the effectiveness of controls across the business;
  • Understand the operational processes and procedures;
  • Understand the risk & control points in the processes and procedures;
  • Perform effectiveness testing of controls within operational processes;
  • Assist in the annual adequacy review process;
  • Support the coordinating of SME workshops, ensuring that they are documented appropriately;
  • Ensure appropriate documentation is in place to support adequacy & effectiveness;
  • Ensure timely escalation of any failures within adequacy & effectiveness testing;

Skills / Experience Required: Our client is looking someone with a solid quality assurance background, the main consideration being proven effectiveness testing experience. Ideally this would come from within a Financial Services, Banking or Insurance environment, but that is by no means essential. Important traits are enthusiasm, a quick learner and a team player. Good working knowledge of MS Excel and PowerPoint would also be useful.

Additional Information: Salary for this role is £25,000 - £27,500. There is bonus in addition, c.£1,000 as well as pension and 20 days holiday. Once the office move is complete, free shuttles will be available from Epsom to Ashtead. Hours are Mon - Fri, 8.30 to 5.00. Really good opportunity to impress and progress within the business as the area and business grows.

Senior Pensions Administrator

Ref: arc323

Surrey - Permanent

£27,500 - £37,500 doe

A Senior DC Pensions Administrator is sought by this impressive organisation with recent DC/Money Purchase admininstration experience being essential. An interesting area of pensions focussing on retirement, death and divorce cases - all within a small team of 5, but part of a huge complex and superb long-term opportunities.

The Company: Our client employs over 5000 people in 24 countries, administering around $240billion in funds worldwide.

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

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

  • Ability to organise the day to day planning of your workload.

  • Dealing with financial transactions, processing invoices and sales.

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

  • Accurately processing financial transactions for Retirement, Death and Divorce

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

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

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

Skills / Experience Required: When looking for a Senior DC Pensions Administrator, our client requires prior DC or DB administration experience and experience in GMP and/or Protected Tax Free Cash (PTFC) calculations would be very useful. Strong communication skills are vital as are good numeracy and computer literacy (Excel, Word and Powerpoint).

Additional Information: The Senior DC Pensions Administrator role comes with a salary range of up to £37,500 range. Bonus is worth c.£3,500 and the generous pension worth an additional c.£4,500 + further benefits and study support.

Marketing Projects Co-ordinator

Ref: arc352

Surrey - Permanent

£23,000 - £25,000

Have you worked within a Financial Services marketing environment? Had any project management (Prince 2) training? Our client is an established, yet expanding financial services company, having grown massively over the last 4-5 years. A great chance to stamp your mark and progress within a positive, market leading, award winning employer.

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

The Role: This role is based within a vibrant, expanding Marketing Dept – the focus being to support the development and management of relevant projects and change initiatives. This will include activities such as: project coordination and analysis, reporting and status updates as well as supporting the development of business cases. You will play an important part in coordinating and managing marketing activities and planning, scheduling and trafficking of marketing dept outputs. The project management and analysis includes:

  • Stakeholder analysis to ensure correct representation and facilitation of prioritisation.

  • Facilitating requirements gathering; documenting processes and requirements.

  • Facilitate ongoing prioritisation of user stories / requirements.

  • Actively participate in or lead project workshops and meetings.

  • Coordinate and track progress using project scheduling and control tools, providing clear and timely communication of status and issues arising with line management, stakeholders and project ‘team’

You will work with line management and colleagues to continuously refine and improve the processes and standards of the marketing department operating model and will also supervise the administration of the group document management system (DMS) and process for external communications

Skills/Experience Required: Our client is looking for marketing experience within Financial Services and the ability to control and coordinate projects, Prince 2 training would be advantageous. Any previous exposure to Waterfall, Agile or SCRUM and the ability to understand, develop and manage MI are other important considerations.

Additional Information: The salary for this role is up to £25,000 with an excellent benefits package and bonus adding around 7.5%.

Pensions Administrator

Ref: arc348

Surrey - Permanent

£20,000 - £23,000

Our client is a major player in financial services, a highly respected organisation and well known for supporting and developing their employees. This is fundamentally a SIPP based role but our client will consider people with a DC or DB background and graduates looking to build a career in Financial Services. This role is based within one of the fastest growing areas of the business.

The Company: This role is based within our clients Head Office - investment is their focus and a good deal of this investment comes in the shape of large, corporate pension schemes and SIPP’s play a key role in this part of the business.

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

As mentioned, the area is growing and business level’s are very promising which is why initially our client requires four new Administrators and whilst the role is initially on a 12 month contract, there is a very good chance that those showing promise, will convert over to permanent positions during the course of the contract. They do not want to see good people leave the business.

You will be responsible for ensuring a timely, pro-active and high quality service to clients of the Retail SIPP including updates to procedures through close liaison with various departments within the business. You will also assist the Senior Administrator in the Manager’s absence with planning of the team workload. In addition, you will provide and collate information for regulatory reporting and ensure appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk.

Experience/Skills Required: SIPP administration experience is naturally going to be a key requirement, but our client is open to looking at people with solid Final Salary or Money Purchase admin experience and graduates looking to build a career within Financial Services. You should be a self-starter who can demonstrate a good use of initiative, someone who is flexible and adaptable with excellent communication skills.

Additional Information: The salary for this role is around the £20,000 - £23,000 mark with some flexibility possible. Bonus would add around £1,500 and the pension is also worth another £2,500+. In addition, there is life cover, generous holiday entitlement, ongoing training & development and free parking.

Pensions Administrator - DB

Ref: arc232

Birmingham - Permanent

£19,750 - £24,500

This is a great opportunity to develop a career within a growing Pensions Administration business. They are well known for developing their staff, so if you have some Final Salary / DB administration experience to your name, there is nowhere better to develop that experience and push on in your career.

The Company:Our client employs over 150 Pension Administrators, so they are a large concern and their reputation is growing, especially in the area of staff development.

The Role: The role is based around providing an effective Final Salary pension’s administration service toclients and in turn achieving team objectives. The key responsibilities include:

  • Ensuring best practice procedures are respected in all aspects of DB pensions administration – this will include new entrants, retirements, leavers, transfers and deaths..

  • Keeping pension administration databases and systems updated.

  • Running a variety of automated systems calculations as well asperforminga number of manual benefits calculations - in addition to this you willalsodeal withDWP and HMRC queries.

  • Take ownershipof a wide variety ofinternal and external telephone queries.

  • Over time, develop a real awareness of clients and their respective schemes and assist the team with ad-hoc project related work.

Skills / Experience Required: Previous pension’s administration experience within Final Salary / Defined Benefit schemes is required. You should be comfortable with Microsoft Word, Excel & Outlook, possess excellent communication skills and be able to demonstrate a numerical aptitude. You should also be keento study for relevant pension’s qualifications.

Additional Information: The salary range is£19,750 - £24,500 doe. There is an additional discretionary bonus,pension scheme andlife/health benefits. Our client is well known for progressing and developing their staff and to this end there is a very good study support package.

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Testimonials

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

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

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

    CANDIDATE - A Communications Specialist

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

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

    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

    Had asked ARC to help recruit a Flex Team Administrator

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

    CLIENT - Head of Marketing & Administration, F&TRC

    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

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