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

Administrator

Ref: arc593(b)

Surrey/WFH - Permanent

£26,000 - £30,000

  • Job Title/Location:Administrator, Surrey/WFH
  • Salary:£26,000 - £30,000 + average bonus c.7.5% + pension contribution to 13%
  • WFH:Average working week is 2 days office, 3 days WFH with some flexibility
  • Requirement Priorities:Financial Services/Banking/Insurance admin experience and an interest in stockbroking as progression is encouraged.
  • Role Snapshot:Helping team to process all corporate action & dividend entitlements, assist with the definition of the Corporate Actions support model and process events including validating entries in the Books & Records system

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team of 5 are looking to expand to 8 and they are responsible for identifying, tracking, processing and reporting any Corporate Action events and dividends. The range of assets supported on the Investment Platform expose the team to the full spectrum of corporate action types across the major stock markets around the world.

The Role:As well as the work mentioned above, your key responsibilities will include:

  • Supporting the development of placings and IPO’s across the business
  • Testing Corporate Action scenarios on the Investment Platform.
  • Drafting of departmental procedures and ongoing ownership of those procedures.
  • Undertake daily operational tasks in accordance with defined procedures
  • Monitoring status of corporate actions events during their life cycle
  • Resolution of queries arising from corporate actions and escalating where necessary
  • Helping to resolve Custody reconciliation breaks resulting from corporate actions or dividend activity, both cash and stock, ensuring timely and accurate resolution
  • Participation in key departmental projects.
  • Providing formal feedback on Market Broker/Custodian Performance.

Experience/Skills Required:For this Administrator role you should have previous Financial Services, Banking or Insurance administration experience and be willing to undertake study for the IOC qualification. You must be a self-starter with excellent communication skills, strong MS Office skills and the type of person who pays attention to detail.

Additional Information:The salary for the Administrator role is negotiable with an average bonus of 7.5% and a company pension contribution to 13%. There is an excellent benefits package and genuine chances to progress within a company well known for developing people.

Apply for Administrator

Corporate Actions Administrator

Ref: arc593(a)

Surrey/WFH - Permanent

£26,000 - £30,000

  • Job Title/Location:Corporate Actions Administrator, Surrey/WFH
  • Salary:£26,000 - £30,000 + average bonus c.7.5% + pension contribution to 13%
  • WFH:Average working week is 2 days office, 3 days WFH with some flexibility
  • Requirement Priorities:Corporate Actions/Dividends experience
  • Role Snapshot:Helping team to process all corporate action & dividend entitlements, assist with the definition of the Corporate Actions support model and process events including validating entries in the Books & Records system

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team of 5 are looking to expand to 8 and they are responsible for identifying, tracking, processing and reporting any Corporate Action events and dividends. The range of assets supported on the Investment Platform expose the team to the full spectrum of corporate action types across the major stock markets around the world.

The Role:As well as the work mentioned above, your key responsibilities will include:

  • Supporting the development of placings and IPO’s across the business
  • Testing Corporate Action scenarios on the Investment Platform.
  • Drafting of departmental procedures and ongoing ownership of those procedures.
  • Undertake daily operational tasks in accordance with defined procedures
  • Monitoring status of corporate actions events during their life cycle
  • Resolution of queries arising from corporate actions and escalating where necessary
  • Helping to resolve Custody reconciliation breaks resulting from corporate actions or dividend activity, both cash and stock, ensuring timely and accurate resolution
  • Participation in key departmental projects.
  • Providing formal feedback on Market Broker/Custodian Performance.

Experience/Skills Required:For this Corporate Actions Administrator role you should have previous corporate actions or dividends experience and be willing to undertake study for the IOC qualification. Any knowledge of asset classes such as Equities/Fixed Income/ETF’s/Investment Trusts would be ideal. You must be a self-starter with excellent communication skills, strong MS Office skills and the type of person who pays attention to detail.

Additional Information:The salary for the Corporate Actions Administrator role is £26,000 - £30,000 negotiable with an average bonus of 7.5% (c.£2,250) and a company pension contribution to 13% (c.£3,900). There is an excellent benefits package and genuine chances to progress within a company well known for developing people.

Apply for Corporate Actions Administrator

Sales Account Executive

Ref: arc457

London/WFH - Permanent

£25,000 - £28,000

  • Job Title/Location:Sales Account Executive, London/WFH
  • Salary:£25,000 - £28,000 + bonus to £10,000
  • WFH:Training completed in the office close to Liverpool Street, with flex for some WFH thereafter
  • Requirement Priorities:At least 1 years’ target driven, outbound sales/call centre/relationship management experience
  • Role Snapshot:NO OUTBOUND CALLS– Taking companies through the process of gaining funding for their business, ensuring customers understand the products available and that they are kept updated through the process

The Company:Our client is a high profile, FinTech business that is looking to expand. They have some hugely talented people under the guidance of a dynamic, high profile management team that are helping to deliver their mission to provide the most user-friendly and transparent access for UK small business to SME Finance.

The Role:This team currently numbers 4 people (the initial focus is on doubling that team very quickly). They are the “face of our client’s business” dealing specifically with large or complicated funding requests, ongoing sales and customer service support to drive customer conversion rates and assisting with lender relationship management. You will deal with both incoming calls/contacts and also call customers who have been referred by the major banks, so there are absolutely NO COLD CALLS involved. You will take these clients through a simple online application over the phone and then, as Lenders become interested in the customers business/request, you will manage their relationship with the Lender. Your key responsibilities include:

  • Completing applications and processing through to lenders
  • Outbound calling to customers to guide them through the documentation needed to support their funding application
  • Maintaining accurate information within our clients CRM system
  • Working closely with the Lender Team to keep up to date with all the finance solutions available
  • Monitoring inbound email channels, responding where appropriate or channelling queries to the correct responder(s)

Skills / Experience Required:Our client is looking for a sales/call centre/relationship management background and proven experience of working to and hitting KPI’s/targets. They are looking for someone keen to learn and progress within the business, strong communication skills and self-confidence are really important attributes as is drive, enthusiasm, a strong work ethic and positive ‘can do’ attitude.

Additional Information:The salary for this Sales Account Executive role is £25,000 - £28,000 + 25 days holiday and a pension scheme available. Bonus of up to £10,000 is achievable and currently being achieved within the team. For us the focus should be on enjoying the role, doing a really good job and looking to grow with the business and in turn increase earnings and responsibilities.

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Corporate Actions Support

Ref: arc592

Surrey/WFH - Permanent

£32,000 - £34,000

Job Title/Location: Corporate Actions Change Support, Surrey/WFH

Salary: £negotiable + average bonus c.7.5% (£2,500) + pension contribution to 13%(c.£4,400)

WFH: Average working week is 2 days office, 3 days WFH with some flexibility

Requirement Priorities: Brokerage / Corporate Actions experience

Role Snapshot: Working within ‘Project Scrums’ for all Technology, Intelligent Automation and Business Process Improvement projects. This is within a Brokerage function where Corporate Actions experience would be an advantage

The Company/Team: This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This Brokerage & Transformation Change Team work closely with colleagues across Operations, Technology, Business Change, Product and Propositions to support initiatives including small & large projects, system upgrades/patches/fixes and performing functional / regression testing.

The Role: As well as the project work mentioned above, this role requires you to work on the completion of testing, SME input and feedback for your areas of responsibility inside and outside of the scrums, reporting to the Process Ownership layer and Senior Management. Your key responsibilities and the qualities our client is looking for include:

Support projects / enhancements / process improvements & regulatory changes.There also will be opportunity for individuals to demonstrate their ability and take a lead role on initiatives.

Gatherrequirements & create scripts,executetesting in various environments, raising and resolving defects.

Work closely with teams including Brokerage, Retail Operations, Technology & Stockbroking Product to ensure smooth delivery of changes promoted into production.

A strong team player with a can-do attitude, close attention to detail, including reviewing test scripts and evidence as well as providing sign off for Brokerage related changes.

Excellent expectation management with internal and external stakeholders, an enquiring mind, a willingness to learn, strong communication skills and comfortable in presenting to senior stakeholders in large forums

Experience/Skills Required: For this Corporate Actions Change Support role you should have previous brokerage or corporate actions experience and ideally previous projects exposure. Any operations or customer service experience within a change environment would be an added bonus. You must be a self-starter with excellent communication skills, not afraid to voice opinions when you see something that is not right or could be improved.

Additional Information: The salary for the Corporate Actions Change Support role is negotiable with an average bonus of 7.5% (c.£2,500) and a company pension contribution to 13% (c.£4,400). There is an excellent benefits package and genuine chances to progress within a company well known for developing people.

The Corporate Actions Change Support position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.

Apply for Corporate Actions Support

Pensions Relationship Manager

Ref: arc591

Surrey/WFH - Permanent

£55,000 - £60,000

  • Job Title/Location:Pensions Client Relationship Manager, Surrey/WFH
  • Salary:£55,000 - £60,000 + average bonus c.19% + pension contribution to 13%
  • WFH:Average working week is 2 days office, 3 days WFH
  • Requirement Priorities:Corporate client relationship management experience with a solid pensions based background. Potentially someone in scheme implementations looking to delve deeper into relationship management.
  • Role Snapshot:Act as a primary operational contact for DC client administration matters, taking on a book of around 30-40 clients

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This is an area of around 20-25 people with 9 Pensions Client RM’s and the RM team represent all aspects of the relationship beyond the investment process, mainly in line with operations and scheme administration.

The Role:This Pensions Client Relationship Manager role is open due to an internal promotion. You will be working in a client facing role responsible for providing services to Defined Contribution pension administration clients and Trustees. You will be the primary operational contact for a portfolio of client’s covering all operational aspects of the client relationship, whilst also providing first class client service in a demanding and evolving market-place.

This is an extremely varied role, no two days are ever the same. As part of the RM service you provide clients, you will get involved in all of the following: Escalation, compliance, governance, audits, client meetings (zoom and face to face), account coordination, process management, reporting and more.

Experience/Skills Required:You must have previous corporate client/relationship management experience gained within Financial Services with some previous pensions experience being vital. Communication, negotiation and stakeholder management skills are high on the list of priorities with some previous project management and process improvement experience also being a big advantage.

Additional Information:The salary for the Pensions Client Relationship Manager role is £55,000 - £60,000 with an average bonus of 19% and a company pension contribution to 13%. There is an excellent benefits package and genuine chances to progress within a company well known for developing people.

Apply for Pensions Relationship Manager

Senior Product Manager

Ref: arc590

WFH anywhere in UK - Permanent

£55,000 - £60,000

  • Job Title/Location:Senior Product Manager, WFH
  • Salary:£55,000 - £60,000, average bonus of 15% + pension contribution to 13%
  • WFH:Can be mainly WFH anywhere in UK
  • Requirement Priorities:Product management/owner experience within Financial Services
  • Role Snapshot:Responsible for a Retail Investments product range, enhancing & improving product range, ensuring they meet customer needs whilst also managing product backlog

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This is a small but expanding team, currently 5 people within an organisation of c.10,000 staff. This role sits within the Retail Products & Tools Team, responsible for developing and managing a range of product wrappers, platform services and financial planning tools.

The Role:In this Senior Product Manager role you will be responsible for our clients Corporates & Trust accounts which are part of the Investment Account product range provided to individuals, pension trustees, trusts and businesses. You will act as Product Owner and will be responsible for all product decisions and prioritising all product change. You will work with the business to understand customer, channel and functional requirements, combining these with competitor, market and technological insight to define and deliver a market leading offering. Key responsibilities include:

  • Act as Product Owner for the Corporates & Trust programme - focused on enhancing and improving all Corporates & Trust Investment Account products
  • Ensure that the products meet current and future customer needs
  • Managing product backlog including the ability to prioritise to ensure business requirements are made and the ability to champion change by articulating the value/impact of required changes to secure funding
  • Working with retail distribution channels to fully understand their requirements and the outcomes that they are intending to achieve
  • Actively participate and represent the Retail Product team in projects and strategic initiatives
  • Maintain a strong awareness of all our clients retails products as well as those of competitors

Experience/Skills Required:For the Senior Product Manager role our client is looking for a product management background within Financial Services/Banking. Relationship and Risk management skills are essential as is a customer focused mindset.

Additional Information:The salary is £55,000 - £60,000 with an average bonus of 15% and a company pension contribution to 13%. There is an excellent benefits package, complete flexibility around a WFH arrangement, the role can be worked from anywhere in the UK. This company is well known for developing people, so there will be opportunity to progress.

Apply for Senior Product Manager

Brokerage Operations Senior

Ref: arc589

Surrey/WFH - Permanent

£29,000 - £30,000

  • Job Title/Location:Brokerage Operations Senior, Surrey/WFH
  • Salary:£29,000 - £30,000, with average bonus c.7.5% (£2,250) + pension to 13% (c.£3,900)
  • WFH:100% WFH now, eventually an average working week of 2 days office/3 days WFH
  • Candidate Requirements:Previous Financial Services/Banking operations or admin experience. Any prior exposure to ETF’s, Equities, Investment Trusts a bonus
  • Role Snapshot:Great role for someone wanting to break into investments. You will oversee investment/stocks transactions, identify risks, implement & test controls, liaising globally with other areas of the business

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This team is responsible for asset servicing and administration of brokerage holdings on their investment platform.

The Role:This role is responsible for the daily BAU activities associated with current Sponsors, to support our clients Stock Plan Services proposition. In addition, responsibilities include implementing the Operating Model, Technical & Business Requirements, Processes and Procedures to support on-boarding of new SPS Sponsors. You will work to ensure all operational readiness activities are completed and help train end users ahead of upcoming Sponsor launches and provide support post launch. Key responsibilities include:

  • Completing daily controls via reports and other checks in accordance with procedures
  • Identifying any new risks, implementing and testing controls, ensuring full documentation
  • Ensuring that all team procedures are up to date, reviewed and tested
  • Taking ownership of the investigation and resolution of issues, including effective communication with relevant areas involved
  • Testing lead for new brokerage operations functionality, automation and regression cycles
  • Supporting the Process Lead with operational readiness tasks ahead of the on-boarding of Sponsors and disseminating relevant information to impacted operational areas
  • Analysing data, particularly around the time of Sponsor migrations and providing support to other operational areas with their data activities

Experience/Skills Required:For this Brokerage Operations Senior role, our client will consider people from across Financial Services / Banking if they have a proven operations/admin background and genuinely want to learn about the world of investments. Any experience within a brokerage environment and prior exposure to asset classes such as Equity/Fixed Income/ETF/Investment Trusts would be a bonus. Must want to undertake IOC study, be a team player, self-starter with good communication skills.

Additional Information:The salary for this Brokerage Operations Senior role is £29,000 - £30,000 with an average bonus being c.7.5% and company pension contribution to 13%. There is a raft of additional benefits (life/health), free car parking and the ability to WFH 3 days per week.

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Investment Projects Manager

Ref: arc588

Surrey/WFH - Permanent

£40,000 - £45,000

  • Job Title/Location:Investment Projects Team Manager, Surrey/WFH
  • Salary:£40,000 - £45,000, with average bonus c.15% (£6,500) + pension to 13% (c.£5,500)
  • WFH:100% WFH now, eventually an average working week of 2 days office/3 days WFH
  • Candidate Requirements:Previous funds experience (knowledge of Unit Trusts, OEIC’s etc), good people management experience inc. those at Assistant Manager/Supervisor level
  • Role Snapshot:Managing team projects, lots of risk work (risk events, putting in additional controls), staff appraisals, 121’s, helping to grow an expanding team

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This team manages the core fund data for a wide range of funds including onshore/offshore mutual fund products. They coordinate and process corporate actions and manage the set-up for new fund launches.

The Role:This role focuses on the oversight of daily operations, team development and project related activities with responsibility for 4-5 direct reports. The aim of the role is to achieve effective management of these key processes and business goals, by monitoring productivity, performance and assessing business priorities effectively. The job holder needs to ensure high standards of delivery, compliance with legal agreements and company policies as well as continually driving to improve processes, efficiencies and quality. Key responsibilities include:

  • Manage team projects including understanding project needs and requirements, co-ordination of testing, attending meetings, and ensuring new processes are transitioned smoothly
  • Understanding risk frameworks, applying principles and providing risk governance oversight, building risk culture, owning and helping team to drive risk events
  • Identify, manage and escalate risk issues within own and related functions.
  • Identify issues and work closely with the team and technology teams to investigate and resolve
  • Actively guide, encourage and develop staff and address any issues
  • Undertake staff appraisals and support individuals’ career aspirations
  • Delegate/Empower effectively

Experience/Skills Required:For this Investment Projects Team Manager role, our client requires previous Financial Services/Banking experience, including a detailed knowledge of funds (Unit Trusts, OEICs etc) and good people management experience, maybe an Assistant Manager looking to step up. Any project experience would be beneficial, as would previous risk exposure.

Additional Information:The salary for this Investment Projects Team Manager role is £40,000 - £45,000 with an average bonus being c.15% and company pension contribution to 13%. There is a raft of additional benefits (life/health), free car parking, ability to WFH 3 days per week and a degree of flexibility over working hours (most of the team work 8-4).

Apply for Investment Projects Manager

Investment Pricing Admin

Ref: arc417

Surrey/WFH - Permanent

£22,000 - £24,000

  • Job Title/Location:Investment Pricing Administrator, Surrey/WFH
  • Salary:£22,000 - £24,000, plus average bonus 7.5% (£1,700) + pension to 13% (c.£3,000)
  • WFH:Average working week = 2 days office, 3 days WFH
  • Candidate Requirements:Strong MS Excel skills, numerate, eye for detail, good communicator (recent graduates considered)
  • Role Snapshot:Run pricing routines, assist with Fund Mergers & Launches, assist with team training - great chance to join our clients Global Pricing Team

The Company/Team:This company has built a great reputation for developing people within Financial Services and they are going through a sustained period of expansion, which started last year. This team controls a series of vital operational functions including automated and manual dealing, pricing of numerous fund ranges, transfers, client account management and the payment of commission to introducers.

The Role:The purpose of the role is to undertake the daily responsibilities of the Global Pricing Team to ensure all Pricing cycles and Third-Party Provider dealing and settlement is completed within the required time-frames with a high degree of accuracy. The key responsibilities include:

  • Running Pricing routines daily at various times across all funds and providers
  • Fully understand the daily processing of client instructions for a variety of Funds within tight deadlines and regulatory requirements
  • Fully understand the daily high value processing of bulk transactions for Onshore, Offshore and platform funds and Life Company offerings
  • Assist in the process of Fund Mergers, Launches and Closures of new Third Party Providers and funds
  • Daily inputting and reconciliation of Third Party deals to enable settlement with the Third Parties.
  • To keep Assistant Managers/Managers informed of work in progress and escalate any possible issues which will impact on the time-frame to complete

Skills / Experience Required:To be considered for the Investment Pricing Administrator role, you must have good MS Office skills (Excel particularly, Word, Outlook), possess the ability to work under pressure and to consistently meet deadlines. You must be numerate with a keen eye for detail and a high degree of accuracy. Good communication skills are vital and you should have flexibility to work out of hours if required. Recent graduates will be considered.

Additional Information:The salary for this Investment Pricing Administrator role is £22,000 - £24,000 with average bonus of 7.5% (£1,700) and company pension contribution to 13% (£3,000). There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Surrey.

Apply for Investment Pricing Admin

Investment Projects Admin

Ref: arc530

Surrey/WFH - Permanent

£24,000 - £25,000

  • Job Title/Location:Investment Projects Administrator, Surrey/WFH
  • Salary:£24,000 - £25,000, with average bonus 7.5% (£1,800) + pension to 13% (c.£3,100)
  • WFH:Average week being 2 days office based & 3 days WFH
  • Candidate Requirements:Any Financial Services/Banking/Insurance administration background considered. Recent graduates also seriously considered. Must be strong with MS Excel & good communicator.
  • Role Snapshot:Setting up new funds on our clients’ platform, lots of project involvement and client communications

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted quickly to the pandemic, recruiting throughout 2020 and into 2021. This area of the business manages the core fund data for all 3rd Party Funds for platform business as well as their onshore and offshore mutual fund products.

The Role:Whilst part of a team growing from 8-11 people, this role after training, will essentially be a stand-alone role that will see you get involved in a number of projects, liaising with a wide range of people within the business. You will support the set-up and maintenance of core fund data across a variety of fund products, whilst taking responsibility for the management of the projects allocated to you. This will include:

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

Experience/Skills Required:For this Investment Projects Administrator role, our client will consider people with some previous Financial Services/Banking/Insurance administration experience who are able to work independently, are well organised, can prioritise workloads and are analytical by nature. You should be strong with MS Excel (v-lookup experience useful), strong numerically with attention to detail, excellent communication skills, a quick learner and able to adapt to a variety of software. Recent graduates also seriously considered.

Additional Information:The salary for the Investment Projects Administrator role is to £25,000 with average bonus of 7.5% (c.£1,800) and pension contribution to 13% (c.£3,100). The head office is based in Surrey and whilst this role can be partly WFH, you would need to live within a reasonable commute to the office. A genuine chance to progress to a Senior Associate role within 12-16 months.

Apply for Investment Projects Admin

Supplier Relationship Manager

Ref: arc565

Surrey/WFH - Permanent

£40,000 - £45,000

  • Job Title/Location:Vendor/Supplier Relationship Manager, Surrey/WFH
  • Salary:to £45,000 + average bonus 11% + pension to 13%
  • WFH:Need to be in the Surrey office at least 1 day per week
  • Candidate Requirements:Solid relationship management background within Financial Services/Banking/Insurance
  • Role Snapshot:Plan & prioritise Supplier Service Reviews, ensure accurarate contracts & supplier records are maintained and facilitate compliance processes with various SME's & Business Owners

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

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

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

Experience/Skills Required:For this Vendor/Supplier Relationship Manager role you must have a background in Financial Services, Banking or Insurance that has focused on relationship management, you do not need a vendor or supplier management background. You should have a 'hands-on’ mentality, strong organisation skills, the ability to prioritise your workload as well as strong analytical and problem solving skills. Previous stakeholder management experience will also be a consideration.

Additional Information:The salary for this Vendor/Supplier Relationship Manager role is £40,000 - £45,000 with average bonus of 11% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Surrey.

Apply for Supplier Relationship Manager

DB Technical Analyst

Ref: arc587

Surrey/WFH - Permanent

£35,000 - £40,000

  • Job Title/Location:DB Technical Analyst, Surrey/WFH
  • Salary:c.£37,000 + average bonus c.19% + pension
  • WFH:Flexibility to work 3 days p/w from home
  • Candidate Requirements:Strong DB pensions experience, a strong understanding of DB legislation, taxation & regulatory frameworks
  • Role Snapshot:Providing technical support, guidance and training to the DB Administration Team. Also involvement with payroll payments, customer queries & complaints

The Company:This client has been through several years of expansion and some areas of the business saw record growth through 2020/21. Now an established name, multiple award winners and respected throughout the industry.

The Role:After new business contracts have been signed, the data has been cleansed and the true-up has completed, schemes are handed to the DB Administration team to ensure that all the requisites that have been agreed to with the trustees are met on an ongoing basis. Your remit is to provide technical support, guidance and training to this team. You will also work closely with the 3rdParty Administration Operational Team and the Implementation Team by providing support with administrative and member queries. The key tasks include:

  • Ensure that the Operational Teams are kept up to date with regard to specific technical and legislative issues relevant to DB de-risking.
  • Identify risks and administrative requirements presented by existing and proposed DB related legislation and regulations.
  • Review process guides and maps to ensure that they meet legislative and regulatory requirements
  • Action DB policy administration as required, working with TPA, including dealing with member queries and complaints.
  • Support the DB Operations team and wider DB Team with various tasks associated with client requirements, administration, reporting, MI, payments and data validation.
  • Lead on kick-off meetings, linking specific requirements to the administration capability.
  • Design and deliver training that is appropriate for internal as well as TPA staff members.

Skills / Experience Required:For this DB Technical Analyst role, you must have at least around 5 years strong DB pensions admin experience and have that very sound understanding of DB legislation, taxation & regulatory frameworks.

Additional Information:Salary for this role is c.£37,000 with some flexibility possible. Bonus average at this grade is c.19% with pension and a wide range of additional benefits on offer. As mentioned, there is the option to WFH 3 days p/w and the company can offer excellent career development potential given their growth and strength in their key markets.

Apply for DB Technical Analyst

Operational Process Analyst

Ref: arc586

Surrey/WFH - Permanent

£45,000 - £55,000

  • Job Title/Location:Operational Process Analyst, Surrey/WFH
  • Salary:£45,000 - £55,000, average bonus c.22.5% + pension
  • WFH:Flexibility to work 3 or 4 days p/w from home
  • Candidate Requirements:Very strong Excel & VBA experience, ideally good SQL or Python experience. Could possibly suit someone with an actuarial background from any area of Financial Services, Banking or Insurance
  • Role Snapshot:Very much a project based role, lots of work around business process improvement and implementing these changes

The Company:This client has been through several years of expansion and some areas of the business saw record growth through 2020/21. Now an established name, multiple award winners and respected throughout the industry.

The Role:Within this role you will work with the Head of DB Data and Operational Development to identify small to medium sized process improvements and assist with the implementation of these changes. As well as providing delivery support to the DB team on improvement projects to further enhance operational capability and optimise efficiency.Although this is a full-time role on paper, our client is open to applications from people seeking part-time (3-4 days p/w).Your main responsibilities will include:

  • Work with the Change function representing DB Operational Development, to support business wide initiatives.
  • Develop and implement interim processes, using appropriate software, to improve the efficiency and risk profile of the business, until strategic solutions are developed by the wider change function.
  • Support the delivery of a portfolio of small to medium sized improvement projects delivering scalable and efficient processes.
  • Create robust, efficient, automated processes with relevant controls.
  • Continually seek to improve existing processes to enhance scalability, performance & user experience - delivering training/updating relevant documentation to reflect these improvements.

Skills / Experience Required:For this Operational Process Analyst role, you must be an expert user of MS Excel and VBA and ideally some working experience with SQL Server or Python. An actuarial background is an option for our client and whilst pensions experience is preferred, a background in either Financial Services, Banking or Insurance is a must. You should be a problem solver and self-motivated.

Additional Information:Salary for this role is c.£50,000 with some flexibility possible. Bonus average at this grade is c.22.5% with pension and a wide range of additional benefits on offer. As mentioned, there is the option to WFH 3-4 days p/w and the company can offer excellent career development potential given their growth and strength in their key markets.

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Change Team Manager

Ref: arc585

Surrey/WFH - Contract

c.£70,000

  • Job Title/Location:Change Team Manager, Surrey/WFH
  • Salary:c.£70,000, with average end of FTC bonus c.22.5% (£16k) + pension to 13% (c.£9k)
  • WFH:100% WFH now, eventually an average working week of 2 days office/3 days WFH
  • Candidate Requirements:Strong people/team management experience within either Financial Services, Banking or Insurance
  • Role Snapshot:A maternity cover contract of 12 months with 3 direct reports in an area of 25 people. Lead, mentor & motivate team members with end to end oversight of pension scheme and data on-boarding processes

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. The Client Change Service Delivery Team is responsible for ensuring exemplary client service, looking after projects for Pension Trustees and Scheme Sponsors, managing the delivery of new pension plans or amendments to existing pension plans.

The Role:This role is split across Data and Project Delivery, covering all aspects of scheme establishment, including the supervision of initial review and analysis of the DC product sold, client due diligence meetings, documentation review and data creation. Key areas of focus will be:

  • Leading, mentoring, and motivating team members.
  • End-to-end oversight of scheme and data on-boarding processes.
  • Stakeholder management - working with clients, senior leadership & junior colleagues.

Key Responsibilities:

  • Managing and working with Operations team members to deliver client projects
  • Ensure stringent standards for the collation and on-boarding of client data.
  • Act as lead point of contact for any project-related concerns on behalf of the team.
  • Coordination of all resources involved to deliver projects.
  • Assist client in understanding project processes and procedures, where required.
  • Act as a central hub across global stakeholders to find solutions that are acceptable to the many groups that you interact with such as Legal, Compliance, client services and operations.
  • High level MI creation and reporting at executive and project level, including progress against milestones, budget, risks, and issues on behalf of your team.
  • Provide quality assurance for projects within the portfolio, training & developing team members.

Experience/Skills Required:For this Change Team Manager role you must have strong people/team management experience within Financial Services, Banking or Insurance. Any pensions, project based or client onboarding experience will be considered a bonus.

Additional Information:The salary for this Change Team Manager role is c.£70,000 with an average end of contract bonus being c.22.5% (c.£16,000) and company pension contribution to 13% (£9,000).

Apply for Change Team Manager

Asst Reconciliations Manager

Ref: arc584

Surrey/WFH - Permanent

£32,000 - £34,000

  • Job Title/Location:Assistant Reconciliations Manager, Surrey/WFH
  • Salary:£negotiable, with average bonus c.11% (£3,600) + pension to 13% (c.£4,300)
  • WFH:100% WFH now, eventually an average working week of 2 days office/3 days WFH
  • Candidate Requirements:Some previous team lead/supervisory experience as well as previous reconciliations experience within the Financial Services/Banking/Insurance sectors
  • Role Snapshot:Support the Reconciliations Team, co-ordinate team meetings/huddles, 1:1’s, appraisals, team recruitment

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This team performs a wide variety of functions and is responsible for the distribution of client monies, cash balance reporting, payment verifications and FX confirmations.

The Role:As mentioned above, you will support the Reconciliations Team that consists currently of 5 people, this role making it 6 with plans to recruit at least one more person in the short term. Aside from things like team meetings, 1:1’s, appraisals etc, your main responsibilities will include:

  • Providing support and oversight for daily reconciliations and associated reconciliation processes, including money movements, reconciliation review and signoff’s and MI & reporting
  • Oversight of the group mailboxes, resolving requests and dealing with internal queries
  • Working with several external companies, as well as multiple FX counterparties, on any aspects relating to the team and queries
  • Monitor quality of work and error rates, pro-actively feeding back and challenging upstream issues and driving process improvements
  • Represent the team on project and propositional initiatives, providing subject matter expertise
  • Act as an escalation point for both team and internal customers
  • Ensure that Client Money rules are understood & applied to all applicable aspects of the role

Experience/Skills Required:For this Assistant Reconciliations Manager role you must have some previous supervisory/team lead experience coupled with a background in reconciliations work within the Financial Services, Banking or Insurance sectors.

Additional Information:The salary for this Assistant Reconciliations Manager role is negotiable with an average end of contract bonus being c.11% (c.£3,600) and company pension contribution to 13% (£4,300).

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SIPP Transfers Asst Manager

Ref: arc583

Surrey/WFH - Permanent

c.£35,000

  • Job Title/Location:SIPP Transfers Assistant Manager, Surrey/WFH
  • Salary:£negotiable, with average bonus c.11% (£3,800) + pension to 13% (c.£4,500)
  • WFH:100% WFH now, eventually an average working week of 2 days office/3 days WFH
  • Candidate Requirements:Some previous SIPP administration experience is ideal and a desire to lead/manage a team. Will consider previous supervisory experience within other areas of pensions/financial services
  • Role Snapshot:Organise & control the team’s work so that all work items are processed in a timely fashion + develop a team of technical and operational experts
  • The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This team is responsible for processing all cash transfers in for two pension products, providing support to an overseas team that focuses on transfers out.

    The Role:As mentioned above, you will organise and develop an administration team focusing on SIPP/Retail pension transfers in, with your main responsibilities being as follows:

    • Showing a 'can do’ attitude reflected in pro-active internal problem resolution
    • Open to change - managing change initiatives and lean reviews within the team, gaining buy-in from stakeholders and developing and managing practical strategies to achieve the best outcome
    • Developing in-depth knowledge of the Pension / SIPP products and operational processes. Provide quality control function to other members of the team.
    • Provide technical process support to the team, escalating where necessary and in a timely manner.
    • Where required support team with meeting urgent deadlines and continually assess service risks
    • Ensure appropriate recruitment, training and development of the team members to cover all tasks across the teams. Take responsibility for the development of team members
    • Responsibility for overall quality within the team, ensuring close collaboration with the overseas team and also with customer services to support good quality across all processes.
    • Manage and develop the teams with focus on individuals` career development, management succession with motivated employees

    Experience/Skills Required:For this SIPP Transfers Assistant Manager role, our client is ideally looking for some previous SIPP administration experience who wants to move into team management. They will also consider people who already have supervisory/team lead experience within other areas of pensions/financial services. You should be able to demonstrate a high level of commitment to customer service having worked in a customer focused, dynamic and commercially driven environment with the ability to train, coach and develop team members.

    Additional Information:The salary for this SIPP Transfers Assistant Manager role is negotiable with an average end of contract bonus being c.11% (c.£3,800) and company pension contribution to 13% (£4,500).

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Business Analyst

Ref: arc582

Surrey/London/WFH - Contract

c.£50,000

  • Job Title/Location:Business Analyst, Surrey/London/WFH
  • Salary:c.£50,000 with end of contract bonus c.20% (£10,000) + pension to 13% (c.£6,500)
  • WFH:100% WFH now, eventually a hybrid office/WFH role with some travel required in the future
  • Candidate Requirements:Preference for strong business analysis background, , able to understand the interactions between systems, policies and processes. Good influencer required.
  • Role Snapshot:Hugely varied role taking in organisational structure, business strategy, regulatory considerations, operational change, simplifying organisational architecture

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This BA team informs and implements strategic budgetary, policy and resource allocation decisions across a wide area of the business and is fundamental in the formulation and execution of the business policy/change agenda.

The Role:The opening exists as one member of the team has been seconded internally and they are expected to stay in that position permanently, meaning this role is expected to go permanent, it just cannot be guaranteed 100%. The department formulates solutions to business problems which may involve organisational changes, branding changes, technology/operational changes. You will be responsible for running multiple work-streams of activities across the business analysis portfolio of work. This will include:

  • Developing a deep understanding of business policies, processes and systems and how these interact with the internal control environment and the external regulatory / legal environment
  • Engaging with internal and external stakeholders to understand why current practices exist.
  • Identifying options to address business problem statements with advantages and disadvantages.
  • Creating compelling communications to assist others in understanding the problem, solutions and the interdependencies and trade-offs involved in various solution options.
  • Identifying opportunities, efficiencies and risks relevant to work being performed.
  • Briefing and monitoring delivery teams to ensure that recommended benefits are delivered.
  • Engage with and actively manage relationships with stakeholders of all levels to find solutions that are acceptable to the many groups that you interact with such as business channels, risk stakeholders and Global Business Solutions

Experience/Skills Required:For this Business Analyst role you must have very strong analytical skills including the ability to understand the interactions of systems, policies and processes. You must be a good influencer with the ability to organise programmes and projects in line with company standards.

Additional Information:The salary for this Business Analyst role is c.£50,000 with an average end of contract bonus being c.20% (c.£10,000) and company pension contribution to 13% (£6,500).

Apply for Business Analyst

Pensions Call Handler

Ref: arc366

Isle of Wight - Permanent

£22,000 - £25,000

  • Job Title/Location:Pensions/Retirement Call Handler, Newport/WFH
  • Salary:To £25,000, with average bonus of 7.5% (c.£1,800) + pension to 13% (c.£3,250)
  • WFH:A mix of on average, 2 days in the office, 3 days WFH
  • Candidate Requirements:Good MS Office, numeracy and communication skills. Will consider those with a telephone based/call centre background in any sector
  • Role Snapshot:Deal with around 10 inbound calls per day, generating income through delivering a 1stclass guided telephone based service to customers, produce reports and support the Retirement Specialist Team

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. 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 team through the delivery of a 1stclass 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.
  • Operate within FCA rules & practice guidelines at all times ensuring clients are always treated fairly.
  • To ensure all client files are kept up-to-date and are compliant with both the firm’s T&C scheme 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 any sector will be considered. You should have a stable work history, be confident and enthusiastic on the phone and work well under pressure. 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 to £25,000 with average bonus of 7.5% (c.£1,800) and pension contribution from the company to 13% (c.£3,250). The main consideration is the progression though, good people can progress quickly if they apply themselves. As mentioned, the average week involves 2 days in the office (Newport, IOW) and 3 days WFH.

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Pensions Administrator

Ref: arc548

Isle of Wight - Contract

£21,500 pro-rata

Job Title/Location: Pensions Administrator, Newport/WFH

Salary: £negotiable, with end of contract bonus + pension

WFH: A mix of on average, 2 days in the office, 3 days WFH

Candidate Requirements: Good MS Office, numeracy and communication skills. Will consider recent graduates and those with a customer service/retail/admin background

Role Snapshot: Provide a 1st class customer experience – prepare client files, welcome & application packs, process new business and chase business to completion

The Company/Team: For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This area of the business offers a telephone & video-based service to customers who are looking to convert their pension pots into a retirement income, to make use of lump sums or are seeking investment advice.

The Role: Your remit in this role is to provide a great client experience preparing client files, welcome and application packs, processing new business applications and chasing business to completion. Key responsibilities will include:

  • Optimising the client experience through the delivery of a high-quality administration service.
  • Liaising with the adviser and guided teams to reduce duplication of effort and ensure that all clients are well managed in a timely fashion during their journey through the Advice & Guidance services.
  • Identify where improvements in service can be made and to manage workload, delegating tasks as appropriate and ensuring all procedures are followed.
  • Operate within FCA and other regulatory rules at all times, whilst also acting in a professional and customer focused manner in accordance with the company values at all times.
  • Ensure all customer files are kept updated at all times and take client calls on an ad-hoc basis.

Experience/Skills Required: For this Pensions Administrator role, the ideal candidate would be someone with previous Pensions / Financial Services experience, but our client will consider people who possess good MS Office skills (Word, Excel, Outlook and CRM systems), strong organisational and communication skills. Recent graduates and also customer service/retail/admin experience will be considered.

Additional Information: The salary for this Pensions Administrator is negotiable and details will be provided upon application. There is an end of contract bonus + pension contribution from the company of up to 13%.

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Financial Services Administrator

Ref: arc539

Isle of Wight - Permanent

£21,500

  • Job Title/Location:Financial Services Administrator, Newport/WFH
  • Salary:£21,500, average bonus of 7.5% (c.£1,600) + pension to 13% (c.£2,800)
  • WFH:A mix of on average, 2 days in the office, 3 days WFH
  • Candidate Requirements:Good MS Office, numeracy and communication skills. Will consider recent graduates and those with a customer service/retail background
  • Role Snapshot:Provide a 1stclass customer experience – prepare client files, welcome & application packs, process new business and chase business to completion

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This area of the business offers a telephone & video-based service to customers who are looking to convert their pension pots into a retirement income, to make use of lump sums or are seeking investment advice.

The Role:Your remit in this role is to provide a great client experience preparing client files, welcome and application packs, processing new business applications and chasing business to completion. Key responsibilities will include:

  • Optimising the client experience through the delivery of a high-quality administration service.
  • Liaising with the adviser and guided teams to reduce duplication of effort and ensure that all clients are well managed in a timely fashion during their journey through the Advice & Guidance services.
  • Identify where improvements in service can be made and to manage workload, delegating tasks as appropriate and ensuring all procedures are followed.
  • Operate within FCA and other regulatory rules at all times, whilst also acting in a professional and customer focused manner in accordance with the company values at all times.
  • Ensure all customer files are kept updated at all times and take client calls on an ad-hoc basis.

Experience/Skills Required:For this Financial Services Administrator role, the ideal candidate would be someone with previous Pensions / Financial Services experience, but our client will consider people who possess good MS Office skills (Word, Excel, Outlook and CRM systems), strong organisational and communication skills. Recent graduates and also customer service/retail experience will be considered.

Additional Information:The salary for this Financial Services Administrator is £21,500 with an annual bonus that averages around 7.5% c.(£1,600) + pension contribution from the company of up to 13% (£2,800). As mentioned, the average week would involve 2 days in the office (Newport, IOW) and 3 days WFH.

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Quality Assurance / Trainer

Ref: arc466

Surrey - Permanent

To £30,000

  • Job Title/Location:Quality Assurance / Trainer, Surrey/WFH
  • Salary:To £30,000 + bonus + pension
  • WFH:Office based for training, then 2 days p/w WFH ongoing, with flexibility
  • Requirement Priorities:Must have either a strong quality assurance/control background within Financial Services or a Senior/Team Leader within a call centre with training expeirence in any sector.
  • Role Snapshot:Undertake checks on work completed by Customer Services Team, investigate complaints, assist in queue monitoring and work with the Business Change Team.
  • The Company:Our client is an innovative Financial Services company that has expanded well over the last 4-5 years, now standing at around 175 people with product demand increasing.

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

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

    Skills / Experience Required:For the Quality Assurance / Trainer role our client will consider two types of person. One option is people with experience in quality assurance within the Financial Services sector. The other is someone who has worked in a call centre in any sector, ideally at a senior/team lead level with expeirence in team training. Excellent communication skills, both verbal and written are essential, as are strong organisational skills.

    Additional Information:The salary is up to £30,000 doe + pension scheme, BUPA membership, concessionary mortgage facilities, company bonus, professional study support, free parking permit and an active sports/social club membership.

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Senior Business Analyst

Ref: arc580

UK/Ireland/WFH - Permanent

£80,000 - £85,000

  • Job Title/Location:Senior Business Analyst, Ireland/UK/WFH
  • Salary:£negotiable, with average bonus of 19% (c.£16,000) and pension to 13% (c.£11,000)
  • WFH:Mainly WFH anywhere in UK. Must be available for occasional office based team meetings
  • Requirement Priorities:Experienced BA with asset management background ideal. Will consider BA’s with strong data strategy experience in the wider Financial Services/Banking sector
  • Role Snapshot:Lead & participate in business analysis tasks, work with stakeholders to identify, analyse & document project requirements and structure work accordingly

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. This Business Change Team leads the change portfolio across Investment Management, Distribution and COO functions.

The Role:You will develop strong working relationships within the Product & Services community and other areas of the business such as technology, operations, investment management and risk. You will work within a wider Change Team that manages a diverse range of change initiatives including strategic business transformational change and regulatory implementation. Your main responsibilities will include:

  • Lead and participate in business analysis tasks; work with stakeholders to identify, analyse and document project requirements and structure work accordingly
  • Collaborate effectively across the front to back Investment Management landscape globally to support the change management process
  • Liaise with project managers and other departments across the business to coordinate activities and resolve issues on cross divisional projects
  • Analyse complex problems and produce clear options / recommendations on how to proceed
  • Develop target operating models and ensure operational readiness for change implementation
  • Support Project / Programme managers to provide regular reporting on progress against plans to management, project sponsors and steering committees

Experience/Skills Required:For this Senior Business Analyst role you must have strong business analysis experience, ideally within asset management, although a wider Financial Services/Banking background will be considered if you have strong data strategy experience, as this is a gap identified within the team. Any private markets/assets experience would be a bonus.

Additional Information:The salary for this Senior Business Analyst role is negotiable with average bonus of 19% (£16,000) and company pension contribution to 13% (£11,000). There is an excellent benefits package, lots of WFH flexibility and great opportunities to develop further.

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Programme Manager

Ref: arc579

Surrey/WFH - Permanent

£75,000 - £80,000

  • Job Title/Location:Programme Manager Associate Director, Surrey/WFH
  • Salary:£negotiable, with average bonus of 19% (c.£15,200) and pension to 13% (c.£10,400)
  • WFH:Need to be in the Surrey office at least 1 day per week, ideally 2
  • Requirement Priorities:Strong Programme Management background with experience of managing large & complex change programmes within Financial Services, Banking or Insurance
  • Role Snapshot:Support the delivery of a variety of exciting & challenging regulatory & mandatory change initiatives across the organisation

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. The Business Change Team supports a range of programmes at a strategic level for their corporate and retail pensions/investment business.

The Role:You will be required to work closely with all areas of those business teams that are supported by the Change Team including - Product Development, Oversight, Legal, Customer Services, Investment Services, Investment Management, Sales and Distribution, Technology and the Asian and European Offices. You will coordinate, manage and report on specific projects that come under the responsibility of the team. Key responsibilities include:

  • Working closely with the Sponsor, Accountable Executive and the project team you will be responsible for the end to end delivery of agreed change initiatives
  • Manage and work with the project teams to represent a balanced view of all aspects of the delivery
  • Identify requirements of the stakeholders, scoping projects, producing detailed plans, providing management information and reporting the status to senior stakeholders
  • Sourcing and coordination of all resources involved to deliver programme of work
  • Ensuring appropriate structure and controls are in place for all projects
  • Communicate issues impacting the project to the wider project team escalating to senior management as necessary
  • Identify and source cost effective solutions both internally and externally
  • Identify the synergies, gaps, issues and blockers in processes (as necessary) internally and between the business and any partnership company/third party provider
  • Provide quality assurance for projects within the portfolio
  • Deputise for Director - UK Regulatory/Mandatory and Corporate Pensions Change if requested.

Experience/Skills Required:For this Programme Manager role you must have strong programme and project management experience, having worked on and managed multiple large and complex change programmes within either Financial Services, Banking or Insurance. Any regulatory change experience would be extremely welcome.

Additional Information:The salary for this Programme Manager role is negotiable with average bonus of 19% (£15,200) and company pension contribution to 13% (£10,400). There is an excellent benefits package, WFH flexibility and great opportunities to develop further.

Apply for Programme Manager

Senior Project Manager

Ref: arc564

Surrey/WFH - Permanent

£60,000 - £65,000

  • Job Title/Location:Senior Project Manager, Surrey/WFH
  • Salary:£negotiable, with average bonus of 15% (c.£9,750) and pension to 13% (c.£8,450)
  • WFH:Need to be in the Surrey office at least 1 day per week, ideally 2
  • Requirement Priorities:Solid Project Management & Change Management experience within Financial Services/Banking/Insurance
  • Role Snapshot:Manage business readiness on a number of projects with a complex change portfolio across our clients Pensions business

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started last year. The Business Change Team supports a range of programmes at a strategic level for their Global Advisory & Platform business. The team manages multiple programmes of change for their corporate pensions, retail, global regulatory and client experience areas.

The Role:You will play a key part in supporting the team in both the daily running of the change portfolio and the portfolio prioritisation process and this will involve managing, influencing and presenting to stakeholders. You will provide services such as planning, scheduling, resourcing, quality management, risk assessment and project/programme report. You will gather and challenge information, documenting programme status information for reporting to steering committees whilst pro-actively managing the programme issues and risks register, driving through issue resolution and risk mitigation whilst also assisting with change requests and budget management.

Experience/Skills Required:For this Senior Project Manager role you must have solid project management and change management experience within either Financial Services, Banking or Insurance. You should have an Agile & Waterfall background that has included project planning, project reporting and actively managed project risks/issues along with quality management.

Additional Information:The salary for this Senior Project Manager role is negotiable with average bonus of 15% (£9,750) and company pension contribution to 13% (£8,450). There is an excellent benefits package, WFH flexibility and great opportunities to develop further.

Apply for Senior Project Manager

Pensions Client Service Manager

Ref: arc578

Surrey/WFH - Permanent

£35,000 - £40,000

  • Job Title/Location:Pensions Client Service Manager, Surrey/WFH
  • Salary:£35,000 - £40,000 with average bonus of 11% (c.£4,200) and pension to 13% (c.£4,900)
  • WFH:Very flexible, average working week will be 2 days office based, 3 days WFH
  • Requirement Priorities:Client facing experience within a pensions admin or investment environment. Must have DC, DB experience.
  • Role Snapshot:Provide support to the business in delivering 1stclass service to corporate pension clients. Manage & oversee all investment operational aspects of the client relationship.

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team provides an ‘investment only’ service where they do not administer the plans, they just provide access to funds with the administration outsourced to a 3rdparty.

The Role:This Pensions Client Service Manager role will see you working alongside the other members of the team providing a market-leading, first-class client service. Your responsibilities include:

  • Provide support to the pension business in delivering excellent service to clients. You will pro-actively managing and oversee all investment operational aspects of the client relationship and be responsible for the service provided by other internal support functions
  • Act as the first point of operational contact for clients, consultants and administrators for fund and investment related activities. This includes attending service reviews and face-to-face meetings where you will be responsible for agenda setting and hosting the meeting.
  • Involvement in new business meetings, providing new business prospects an overview of the teams operational offering. You will also coordinate all investment operational activities affecting the clients’ scheme.
  • Assist clients with investment change projects and other client activity.
  • Provide investment reports to clients and various internal departments.

Experience/Skills Required:For this Pensions Client Service Manager role, you must have proven experience in a client facing position gained within a pension administration or Investment environment that includes exposure to DC or DB schemes and exposure to consultants and TPA’s.

Additional Information:The salary is £35,000 - £40,000, with average annual bonus at this level being 11% (c.£4,200) and pension contribution from the company to 13% (c.£4,900). There is a raft of additional benefits and the big draw should really be the opportunity to develop within a business known for developing people.

Apply for Pensions Client Service Manager

Senior Test Analyst

Ref: arc577

London/WFH - Permanent

£60,000 - £80,000

  • Job Title/Location:Senior Test Analyst, London/City
  • Salary:£negotiable, with average bonus of 19% (c.£15,000) and pension to 13% (c.£10,000)
  • WFH:Lots of flexibility (Global Team: 6 in London, 7 in India, 1 in China)
  • Requirement Priorities:Experience of 'hands on' system software testing and the Charles River platform.
  • Role Snapshot:Design, prepare and execute medium/complex end to end test cases, responsible for all aspects of testing.

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team of 14 provides systems development, implementation and support services for their global Investment Management Division. The team support Fund Managers, Research Analysts, Traders and more across London, Europe, North America and the Far East.

The Role:As the Senior Test Analyst you will report directly to the Test Manager ensuring that the testing performed in the Charles River Platform meets business expectations, both in terms of scope and depth. You will cover planning, progress reporting, mentoring the Test Analyst and continuously improving the testing process. Your main responsibilities include:

  • Design, prepare and execute medium / complex end to end test cases.
  • All aspects of testing from static testing of requirements, review of development unit tests, integration testing, and especially user acceptance.
  • Run testing workshops with various stakeholders to identify test requirements
  • Liaise with developers, business analysts and business users to derive test case information and identify appropriate test coverage
  • Identify and source any required test data
  • Convert and validate customer requirements into test cases
  • Creation of Integrated End to End Test Scripts.
  • Work closely with the business throughout UAT to ensure a successful outcome of testing.
  • Knowledge share testing skills to other team members
  • Compliance to agreed standards and processes

Experience/Skills Required:For this Senior Test Analyst role, you must have experience of 'hands on' system software testing, ideally within a financial services/banking environment, some of which should involve test scripting/execution against complex design documents or system requirements and previous exposure to Charles River. You should have hands on knowledge of messaging, client server and workstation technologies and Web technologies

Additional Information:The salary is £negotiable, with yearly average bonus at this level of 19% (c.£15,000) and pension contribution from the company to 13% (c.£10,000). There is a raft of additional benefits and the big draw should really be the opportunity to develop within a global business known for developing people.

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UK Tax Reporting Support

Ref: arc576

Surrey/WFH - Contract

c.£25,000

  • Job Title/Location:UK Tax Reporting Support, Surrey (12 month contract)
  • Salary:c.£25,000
  • WFH:Likely to be 2 days office, 3 days WFH
  • Requirement Priorities:Recent graduates considered, an analytical/numerical background, any Financial Services experience a bonus – must be strong with MS Excel
  • Role Snapshot:Take responsibility for managing/developing pension products, leading change projects and understanding how these products differ from competitors

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team of 5 is responsible for the payment and receipt of monies to and from Investors, Fund Partners & Custodians.

The Role:In this UK Tax Reporting Support role, you will support the UK Tax Reporting Manager with ISA and Other Interest reporting, annual statistical returns, SIPP tax reclaims and payroll tax deductions. You will also need to ensure the accuracy of tax certificates to clients and that tax related debtor/creditor balances are appropriately recorded. In addition, you will also help with the resolution of clients’ tax reporting related queries.

Experience/Skills Required:For this UK Tax Reporting Support role, you will need to have good numeracy and MS Excel skills, an analytical mindset, good communication skills with a strong focus on customer service. Recent graduates will be considered as will anyone with those skills that already work within Financial Services, possibly an accountancy environment background, any tax experience would be seen as a bonus.

Additional Information:The salary is c.£25,000. Initially a 12 month contract, but with the company recently taking on lots of new business, there is a chance something more permanent could eventually be offered.

Apply for UK Tax Reporting Support

Senior Product Manager

Ref: arc574/5

WFH - Permanent

£60,000 - £70,000

  • Job Title/Location:Senior Pension Product Manager, WFH (one perm role, one 12 month FTC)
  • Salary:£60,000 - £70,000, average bonus 15% + pension contribution to 13%
  • WFH:Only required in the Surrey office 2 days per month
  • Requirement Priorities:Product management experience within Financial Services as well as change delivery experience
  • Role Snapshot:Take responsibility for managing/developing pension products, leading change projects and understanding how these products differ from competitors

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020.This team of 13 is responsible for product management and implementation across their pension product suite.

The Role:In this Senior Pension Product Manager role you will work within an established team with the main purpose being to ensure that you are offering the best possible products to your members. This will include constantly keeping aware of competitor products and what is being offered in the market, ensuring that new products are aligned with new regulatory or legislative changes, to lead a number of change projects and work directly with business stakeholders to deliver value to clients and customers. Your main responsibilities will include:

  • Work with the business channels to understand customer requirements as they relate to the products you are responsible for, ensuring these are carried through to development
  • Work with the functional teams within the business to understand their requirements and factor these into current and future development
  • Form a good understanding of competitor products identifying points of differentiation and using this to inform development and positioning of our products
  • Provide competitive insight to the sales and marketing teams to help them differentiate the company in the marketplace
  • Developing and maintaining market leading, competitive and compliant products and services

Experience/Skills Required:For this Senior Pension Product Manager role, youwill need to have a product management background within Financial Services (ideally pensions/investments, but not critical) and you should have experience in change projects. Previous stakeholder management experience is important, with influencing skills and an ability to adapt also key considerations. Our client will also consider people with a Pensions/Investment Consultant background.

Additional Information:The salary is £60,000 - £65,000 with some flexibility possible. Average bonus of 15% and a company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (on average 2 days p/m in the office) and great opportunities to develop further.

Apply for Senior Product Manager

Retirement Adviser

Ref: arc573

London/WFH - Permanent

c.£65,000

Job Title/Location: Retirement Adviser, London/WFH

Salary: c.£65,000 +average bonus 15% c.(£9,750) + pension contribution to 13% c.(£8,450)

WFH: 3 days office, 2 days WFH – some flexibility around this

Requirement priorities: Must have previous advisory experience relating to DB Transfers, Drawdown, Lifetime Allowance etc

Role snapshot: Providing a mix of Face to Face and Phones based retirement advice, all leads heavily vetted, every customer you talk to wants to go ahead

The Company/Team: For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. The Retirement Services Division offers regulated advice and guidance to customers who are looking to convert their pension pots into a retirement income or make use of lump sums as part of their retirement planning. They also provide regulated advice on lifetime allowance and DB pension transfers.

The Role: All customers are heavily vetted by your support team to ensure they meet a pre-defined set of criteria and have indicated a strong willingness to press ahead with your service/advice. This small City-based team of 3 Advisers are backed up by administration and paraplanner teams and another advisory team in the South-East. Your responsibilities include:

To generate income through the delivery of high quality financial advice to customers in respect of their financial options at retirement, and for safeguarded benefit transfers.

Providing customers with professionally written suitability reports and other supporting documents which succinctly explain why your advice is suitable.

Act as, or be suitable to train as a Pension Transfer Specialist for the advice team

Experience/Skills Required: For this Retirement Adviser role, you must as a minimum, be Level 4 Diploma qualified, with experience in advising within the retirement market. An added bonus for the team would be finding someone who has any advanced Pension Transfer qualification (G60/AF3/IFS or equivalent), but this is not essential.

Additional Information: The salary is c.£65,000 with average bonus of 15% (£9,750) and company pension contribution to 13% c.(£8,450). There is an excellent benefits package, WFH flexibility (on average 2 days p/w WFH) and great opportunities to develop further. Training over the first 1-2 months will be in our clients other retirement advisory centre in the South-East and you would be expected to visit that office once a month ongoing.

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Telephone Account Manager

Ref: arc069

Surrey/WFH - Permanent

£23,000 - £25,000

  • Job Title/Location:Telephone Account Manager, Reigate/WFH
  • Salary:£23,000 - £25,000 + OTE £8,000 bonus (over achievers can double this to £16,000)
  • WFH:After training, the expectation is that the role will be a 50/50 mix of office based and WFH
  • Requirement priorities:A sales or phones based background in any sector
  • Role Snapshot:Speaking to a panel of IFA’s/Financial Advisors, updating them on company products and converting quotations into product applications

The Company/Team:Our client is a big name in Financial Services, their core markets being huge growth areas over the last few years. Very often this company is a preferred option for IFA's who are looking to assist theirclients when assessing their financial retirement options.They are one of the UK’s main players in this area of Financial Services, so that all goes to help you when talking to your panel of IFA’s.

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

  • Working in tandem with the Sales Development Manager to maximise the maintenance and development of business from key IFA’s.
  • Maintaining a high degree of proactive contact with IFA’s to secure business, driven through a series of outbound calling campaigns.
  • Provide a point of contact for the pre-defined panel of IFA's once they have been quoted and undertake outbound calls in order to convert quotations into applications.
  • Agreeing and implementing an operating plan with the SDM and Key Account Directorsto assist in monitoring the plan and ensure that any required corrective action is taken as necessary.
  • Embed a range of ‘sales messages’ to your panel of IFA’s regarding products and services in order to create the need for further support.

Skills / Experience Required:Candidates must have previous experience within a sales or telephone based role from any sector/industry. You should be used to a fast paced environment, be self-motivated with the ability to collaborate and work as part of a team. A clear focus on results and quality of service is key and you should be open to studying for relevant professional qualifications, with the company providing all the support you would require.

Additional Information:The salary is £23,000 - £25,000and bonus potential of £8,000. Some of the team will actually achieve the ceiling of 200% of bonus, meaning you can earn up to £41,000 as well asa full benefits package including 25 days holiday, pension, 4 x Death in Service and PMI, this is an excellent opportunity to join a leading organisation going from strength to strength.

Apply for Telephone Account Manager

IFA Administrator

Ref: arc493

London - Permanent

£27,000 - £35,000

  • Job Title:IFA Administrator
  • Salary:£27,000 - £35,000
  • Location:London
  • Requirements:Must have IFA administration experience
  • Role Snapshot:Client meeting preparation & follow-up, process new business
  • Client:Established and expanding wealth management business, great team atmosphere

The Company:Our client is a well-established IFA firm, growing from 15-17 people with a great feel to the office and excellent support provided for people to work towards Paraplanner and Advisor roles.

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

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

Skills/Experience Required:For this IFA Administrator role, you should already have administration experience within an IFA business, a good command of MS Office and ideally previous exposure to IRESS. Excellent written and verbal communication skills are essential, as is attention to detail and the ability to work unsupervised, under pressure and to tight deadlines.

Additional Information:Salary for the IFA Administrator role is £27,000 - £35,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am – 5.30pm.

Apply for IFA Administrator

Operations Assistant

Ref: arc572

London/WFH - Permanent

£40,000 - £50,000

  • Job Title/Location:Operations Assistant, Mayfair/WFH
  • Salary:£40,000 - £50,000 + pension + health benefits
  • WFH:3 days office, 2 days WFH, 8.30am – 5pm
  • Requirements:Operations Assistant experience within Financial or Professional Services
  • Role Snapshot:Varied role involving reviewing payroll, coordinating service providers, maintaining bank/brokerage accounts, bill payments.

The Company/Team:This role is based within an established company that manages UHNW family wealth. The office consists of 7 people and given the nature of the business, accuracy is paramount as is sensitivity towards client confidentiality.

The Role:The company invests across all asset classes, liquid, illiquid, private assets with allocations to ETF’s, futures for liquidity & risk control, managed semi-liquid and illiquid assets and directly into private asset opportunities. The requirement now is for an Operations Assistant to perform a wide range of duties that will include:

  • Reviewing Payroll in conjunction with our clients payroll provider
  • Coordinating with the outsourced IT provider
  • Maintenance of firm operational/filing documents - Employee Handbook, Policy & Procedures
  • Coordinating other service providers - IT, audit, admin, tax, compliance
  • Set-up/maintenance of bank/brokerage accounts
  • Firm bill payment
  • Preparation of subscription documents for underlying investments
  • Coordinating with Administrators on client subscription/redemption process
  • Working with accountants on financial statements for management company & internal entities
  • Assisting with information preparation and delivery for regulatory reports

Experience/Skills Required:For this Operations Assistant role you must have previous Operations Assistant experience, ideally within a Financial Services or Professional Services environment. Attention to detail is key, strong communication skills and organisational skills are also very important as is an appetite to dig into the broader remit of the role.

Additional Information:The salary is £40,000 - £50,000 with company pension and life/health benefits in addition. The working dynamic will be 3 days p/w in the office, 2 days WFH, hours of 8.30am – 5pm, office based in Mayfair, London.

Apply for Operations Assistant

Excel Data Analyst

Ref: arc443

Surrey/WFH - Permanent

£28,000 - £32,000

  • Job Title/Location:Excel Data Implementation Coordinator, Surrey/WFH
  • Salary:negotiable, average bonus 7.5% c.(£2,250) + pension contribution to 13% c.(£3,900)
  • WFH:3 days office, 2 days WFH - some flexibility around this long-term
  • Requirements:Must have very strong MS Excel skills, including formula’s, must be comfortable liaising with corporate clients
  • Role Snapshot:Helping to ensure new client pension schemes are implemented correctly from a data perspective. An analytical/admin based role, project and client focused.

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This role is based within one of the most expansive areas within the company, a team of 4 within a department of 26 focused on implementing new corporate client DC pension schemes.

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

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

Skills / Experience Required:To be considered for the Excel Data Implementation Coordinator role, you must have strong MS Excel experience (including formulas) and be comfortable liaising with corporate clients. An added bonus for our client would be finding someone who has previous experience as a DC or DB Pensions Administrator, but this is by no means essential. Attention to detail and a focus on accuracy are also key traits our client will be looking for. Another added bonus would be finding someone used to working on a number of projects.

Additional Information:The salary is negotiable with average bonus of 7.5% (£2,250) and company pension contribution to 13% (£3,900). There is an excellent benefits package, WFH flexibility (on average 2 days p/w WFH) and great opportunities to develop further. There are a wide range of life/health benefits, store discounts and free car parking.

Apply for Excel Data Analyst

Digital Product Team Manager

Ref: arc569

London/WFH - Permanent

£70,000 - £80,000

  • Salary:negotiable, average bonus 19% c.(£14,000) + pension contribution to 13% c.(£10,000)
  • WFH:occasional meetings in London, but role can be worked remotely from anywhere in the UK
  • Requirement priorities:Experience in digital and team management + stakeholder or project management – Financial Services experience not required
  • Role snapshot:Lead a technical team of investment tool developers – factsheet, illustration and calculation tools

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team provides research and reporting tools for customers, members and advisors which help them decide what to invest in and in turn monitor the performance of their investments. These are primarily digital tools and include factsheets, illustrations and calculators/projectors.

The Role:This is a highly technical team, but they need someone who can manage both the team, the projects they are involved in and the stakeholders that they deal with. You will be responsible for overall strategy and the roadmap of enhancements and improvements to their Research & Reporting Tools, making sure they meet customer needs. Whilst the UK market is the teams focus, this is a global team, so projects coming up do involve their operations in the Far East and Germany.

You will look to improve the processes related to these tools, you will also be the business owner for relationships with their 3rdparty data vendors and will support the team in identifying ongoing improvements to ensure the data consumed by the tools is accurate.

In terms of stakeholder management, you will need to bring together stakeholders from across the organisation (proposition, distribution, marketing, operations, digital and technology), ensuring tools are consistent across all channels.

Experience/Skills Required:For this Digital Product Team Manager role you must have a background in digital and team management that has also involved project and stakeholder management. This experience can come from any sector.

Additional Information:The salary for this Digital Product Team Manager role is £70,000 - £80,000 with average bonus of 15% (£9,500) and company pension contribution to 13% (£8,000). There is an excellent benefits package, WFH flexibility (anywhere in the UK) and great opportunities to develop further.

Apply for Digital Product Team Manager

Investment Business Analyst

Ref: arc560

London/WFH - Permanent

£45,000 - £50,000

  • Salary:£45,000 - £50,000 with average bonus c.11% + company pension contribution to 13%
  • Location/WFH:London & WFH mix - need to be in the City office at least 1 day per week
  • Role Snapshot:A BA role that focuses on delivering change to Equity, Fixed Income, Solutions & Multi-Asset businesses.
  • Requirements:Must have BA experience within an Investment/Fund Management environment
  • The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. The purpose of this team is to provide systems development, implementation and support services for our clients Global Investment Management Division. The team supports Fund Managers, Research Analysts and Traders in a number of locations, including London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China.

    The Role:This position is based in our clients front office technology team delivering change to Equity, Fixed Income, Solutions & Multi Asset businesses working closely with Research, Portfolio Construction, Order Generation, Quant and Systematic Investment teams. You will be responsible for requirements gathering, understanding and documenting business processes in addition to systems and QA testing, working with other teams in UK, HK, India and Dalian to organise, participate and deliver end to end projects and managing key stakeholders across the global investment team. Your responsibilities will include:

    • Establishing and maintaining good working relationships with the business users and acting as a point of contact
    • Requirements gathering and analysis
    • Producing, checking and assessing project documentation
    • Taking responsibility for organising and participating in project testing through to business sign off, project implementation, completion and post implementation review
    • Representing the group professionally at project and appropriate business meetings
    • Work closely with developers, architects, other business analysts, and the client's representatives to define the direction, approach and requirements to project manage design and development

    Experience/Skills Required:For this Investment Business Analyst role, you must have a background in investment/fund management and an added bonus would be some basic experience with Python and SQL. A solid mathematical and statistical background would be beneficial as would previous exposure to project management.

    Additional Information:The salary for this Investment Business Analyst role is £45,000 - £50,000 with average bonus of c.11% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (required in the office at least one day per week and great opportunities to develop further.

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Pensions Process Lead

Ref: arc571

Surrey/WFH - Permanent

£30,000 - £33,000

  • Job Title/Location:Pensions Process Lead, Surrey/WFH
  • Salary:negotiable, average bonus 11% c.(£3,500) + pension contribution to 13% c.(£4,100)
  • WFH:2 days office, 3 days WFH – some flexibility around this
  • Requirement priorities:Must have re-registration experience within a SIPP or ISA environment
  • Role snapshot:Managing client instructions (inc. re-reg) from start to finish, providing status updates to Relation Managers.

The Company/Team:This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This is one of the fastest growing areas of the business, processing the core elements of SIPP administration inc. transfers in/out, benefit calculations and payment, death & divorce cases and more.

The Role:This Pensions Process Lead role is responsible for managing client instructions (including re-registrations) from start to finish, providing status updates to the Relation Managers during the on-boarding process. You will also liaise with various 3rdparties (fund managers / providers), working with cross functional teams, producing reliable MI about the work and cases. Key responsibilities include:

  • Assisting in Book moves of advisors for their large client base
  • Catering to new book moves liaison with Account Managers
  • Providing white glove service for ring-fenced cases
  • Manage client complaints and escalations
  • Contact platforms and fund managers to work on ageing and stuck cases
  • Providing analysis to improve the client experience to core operations managers

Experience/Skills Required:For this Pensions Process Lead role you must have re-registration experience from within a SIPP/ISA environment and you should have the ability to prioritise and organise effectively. Strong communication skills are very important, as is attention to detail, good numeracy skills and being a self-starter.

Additional Information:The salary is negotiable with average bonus of 11% (£3,500) and company pension contribution to 13% (£4,100). There is an excellent benefits package, WFH flexibility (on average 3 days p/w WFH) and great opportunities to develop further.

Apply for Pensions Process Lead

Pensions Quality Specialist

Ref: arc570

Surrey/WFH - Permanent

£29,000 - £32,000

  • Job Title/Location:Pensions Quality Process Specialist, Surrey/WFH
  • Salary:negotiable, average bonus 7.5% c.(£2,300) + pension contribution to 13% c.(£4,000)
  • WFH:2 days office, 3 days WFH – some flexibility around this
  • Requirement priorities:A DC pensions admin background, any implementations/corporate actions experience useful
  • Role snapshot:Quality review complex DC implementation & corporate action projects

The Company/Team:For a number of years now, this company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion, which started in 2020. This team ensures that our clients pension operations teams follow established procedures and legal requirements so that consistent & good customer outcomes are achieved for members and clients.

The Role:This role will see you work closely with our clients corporate pensions Technical & Compliance Teams with your focus being the quality review of highly complex pensions implementation and corporate action projects from start to finish. You will help develop realistic, workable plans and timelines alongside the implementation project teams. You will also be responsible for reviewing the analysis and evaluation of Asset Transfers & Data Transfer, and procedures related to the implementation of new and existing schemes.

In addition to this, it is intended that you will become a Subject Matter Expert in more than one teams processes and will conduct quality control reviews in other areas e.g. Implementations, Transfers or Retirements.

Experience/Skills Required:For this Pensions Quality Process Specialist role you must have a background in DC pensions administration and ideally some implementation / corporate actions experience.

Additional Information:The salary is negotiable with average bonus of 7.5% (£2,300) and company pension contribution to 13% (£4,000). There is an excellent benefits package, WFH flexibility (on average 3 days p/w WFH) and great opportunities to develop further.

Apply for Pensions Quality Specialist

Business Funding Sales Lead

Ref: arc455

London - Permanent

£38,000 - £45,000

  • Salary:£38,000 - £45,000, achievable bonus of 20%+
  • Location:Walking distance from Moorgate, Liverpool St, Old St & Shoreditch High St
  • Requirement priorities:Experience leading an outbound telesales team, ideally within Lending or a FinTech
  • Role snapshot:Lead an expanding team, currently 5 people, focused on providing lending options to SME’s

The Company:Our client is a high profile Fin Tech who have grown from 13 FTE’s in late 2017 to 55 now and they are set for ambitious expansion through 2021/22.They have a hugely talented team that are helping to deliver their mission to provide the most user-friendly and transparent access for UK small business to SME Finance.

The Role:In order to understand the role of Sales Lead, you need to understand the team you will manage. This team is the "face of our client’s business" dealing specifically with large or complicated funding requests, ongoing sales and customer service support to drive customer conversion rates and assisting with lender relationship management. The team call customers who have approached our client looking for business finance, taking them through the online application over the phone and as Lenders get interested in the customers business/request, manage their contact/relationship with the Lender.

Our client is looking for an experienced and driven Team Leader to manage a team that will expand by 1-2 people per month for the next few months. You will be responsible for recruiting into the team, training, appraisals and 121’s. The team naturally has a revenue target that you will be accountable for and you will be expected to lead by example, identifying the top leads, getting involved in outbound calling (warm) to these leads/prospects. You will also drive regular reporting to senior management and advise the management team of improvement to your teams processes where applicable.

Skills / Experience Required:Our client is looking for a minimum of 2 years-experience in leading a sales, contact centre or account management team. You should have an understanding of financial products, specifically lending with the ideal person having telesales experience within the lending/FinTech sector. You should have experience in delivering against commercial targets and an ability to understand data whilst using MI to drive performance.

Additional Information:The salary for this Business Funding Sales Lead role is up to £45,000 with 25 days holiday and a pension scheme available. Some of the attractions in this role and company are that you will have a say in how the business evolves, will get to work with some excellent, like-minded people within a transparent, friendly and collaborative culture.

Apply for Business Funding Sales Lead

Pensions Re-Reg Administrator

Ref: arc513

Surrey/WFH - Contract

£25,000 - £26,000

  • Job Title & Location:Pension Re-Reg Administrator, Surrey
  • Salary:£negotiable + average bonus 7.5% (c.£1,900) + pension contribution to 13% (c.£3,250)
  • Requirements:Some pensions administration experience with exposure to either DC schemes or SIPP’s
  • Role Snapshot:Processing all transfer elements within SIPP pensions (cash transfers in/out, re-registration in/out, benefit calculations & payment, death & divorce cases.

The Company:These roles are based within our clients impressive Head Office complex. A good deal of their business comes in the shape of large, corporate pension schemes and SIPP’s play a key and increasingly prominent role in the direction of the company.

The Role:This post is based within an area responsible for processing all transfer elements within SIPP pensions, this includes cash transfers in/out, re-registration in/out, benefit calculations & payment as well as death/divorce cases.In this particular role you will focus on the re-registration of assets in-species (which means the customer is not actually out of the market). This option is becoming more and more popular with their customers. Key responsibilities include:

  • Ensuring a timely, pro-active and high-quality service to clients of the Retail SIPP including updates to procedures through close liaison with several internal teams
  • Ability to organise your own day to day workloads and prioritise accordingly
  • Ensuring the appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
  • Contacting other ceding schemes and platforms to obtain updates
  • Keeping all systems and tracking tools up to date with progress being made
  • Work efficiently to ensure a significant contribution to your team’s target on a daily basis

Experience/Skills Required:The key requirement for this Pensions Re-Reg Administrator is previous administration experience within DC schemes or SIPP’s. You should be a self-starter who can demonstrate a good use of initiative, someone who is flexible and adaptable with excellent communication skills, accurate and well organised.

Additional Information:The salary for this role is negotiable and the bonus/pension benefits amount on their own to over £5,000. In addition, there is free parking, study support, ongoing training and the genuine possibility of this role going permanent.

Apply for Pensions Re-Reg Administrator

Complaints Investigator

Ref: arc470

Surrey/WFH - Permanent

£26,000 - £30,000

  • Job Title:Complaints Investigator
  • Salary:£negotiable + bonus average of 7.5% (c.£2,100) + pension to 13% (c.£3,900)
  • Location:Surrey (WFH flexibility – likely 2 days office, 3 days WFH)
  • Requirements:Must have complaints investigation experience
  • Role Snapshot:Investigate, resolve & respond to complaints, liaising with clients & Financial Advisors
  • Client:Respected employer, known for developing staff, genuine career prospects

The Company:Our client is a leading player in Financial Services, employing over 5,000 people, managing £150billion+ worldwide and known for their training and development of staff.

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

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

Skills/Experience Required:For this Complaints Investigator role, you should already have some complaints investigation experience within any sector. Excellent organisation skills are essential, and you need to be a problem solver with keen analytical skills, good interpersonal skills and the ability to influence and negotiate at all levels.

Additional Information:Salary for the Complaints Investigator role is negotiable with bonus adding on average 7.5% (c.£2,100) and a pension contribution from the company to 13% (£3,900). There is free parking available, you are encouraged to take advantage of the professional studies support package and there is ongoing training available. A great company to develop a career with long-term.

Apply for Complaints Investigator

Mortgage Underwriting Admin

Ref: arc316

Surrey - Permanent

£25,000 + bonus + pension

  • Mortgage Underwriting Administrator, Surrey, £25,000
  • Must have a Financial Services administration background
  • Varied role, very positive feel to the office, development encouraged
  • Input loan applications, organise property valuation processes, carry out related searches

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

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

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

Skills/Experience Required:For this Mortgage Underwriting Administrator role, our client requires people with a Financial Services based administration background, ideally with some previous customer contact. Any previous mortgage experience would be welcomed. You should be comfortable with MS Office and possess excellent communication skills.

Additional Information:This Mortgage Underwriting Administrator role comes with a basic salary of £25,000 as well as an annual bonus, good company benefits including pension and professional qualification sponsorship. Hours are Mon – Fri, 9am – 5.30pm.

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Paraplanner

Ref: arc509

London - Permanent

£37,500 - £45,000

  • Paraplanner, London, to £45,000 + study support
  • Varied role within an established & expanding IFA business
  • Prepare for client meetings/analyse their circumstances, research & prepare suitability letters
  • Must have at least 1-2 years paraplanning experience

The Company: Our client is a well-established IFA firm with 15 people in the office and a requirement now for this Paraplanner and an additional Employee Benefits Administrator to follow. Our client specialises in advising creative professionals as well as forward-thinking business owners and companies.

The Role: This role will expose you to every area of a Paraplanner remit within the private client arm of the business. The main responsibilities include:

  • Preparing for client meetings,including checking that all compliance documents are present.
  • Analysing client’s circumstances, portfolios and objectives.
  • Preparing technically accurate and compliant suitability letters.
  • Undertaking research in relation to different products and investments (using FE Analytics).
  • Undertaking calculations of client’s various pension allowances.
  • Ensuring appropriate data is accurately recorded on the back-office system(AdviserOffice).
  • You will be providing a high level of technical and administrative support to the advisers, while maintaining an excellent level of customer service to clients.

Skills/Experience Required: For this Paraplanner role, you must have previously worked as a Paraplanner within a fast-paced IFA/Wealth Management practice. We are looking for a technically competent, career-Paraplanner with high analytical capability and good communication skills. You should be Level 4 diploma qualified or working towards Chartered status, possess strong written and verbal communication skills and be able to work within defined business processes with the ability to multi-task and prioritise your workload, all the time managing the Adviser’s expectations.

Additional Information: Salary for the Paraplanner role is up to £45,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am – 5.30pm.

Apply for Paraplanner

Pensions Implementation Admin

Ref: arc547

Surrey / WFH - Permanent

£29,000 - £31,500

  • Pensions Implementation Administrator
  • Salary negotiable, office and WFH mix, bonus c.7.5% (£2,300) pension to 13% (£3,900)
  • Great chance to move on from standard DB or DC pensions admin work
  • A varied, involved role covering all data aspects of establishing DC schemes
  • DB/DC admin experience required

The Company:This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business in recent years and this is carrying on through 2021. This role is based within one of the most expansive areas within the company, administering over £70bn of customer assets.

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

  • Coordinate and plan day to day project tasks to ensure timely delivery of overall project
  • Work collaboratively with the Project Manager and Client to ensure you are on boarding high quality data
  • Understand operational requirements for back-end teams to ensure the data received supports team administration
  • Help Senior Management with ad-hoc projects and initiatives as required to help drive the global DC business forward.
  • Interface with client and/or internal stakeholders to solve problems and resolve outstanding issues relating to data administration.
  • Effectively manage the client by communicating in a timely fashion any issues that could impact the conversion schedule or result in a change of data requirements.

Skills / Experience Required:To be considered for the Pensions Implementation Administrator role, you must have previous experience with DC or DB pensions either from a client facing role, administration or an Excel/data heavy position. Good MS Excel skills are a must as is attention to detail and a focus on accuracy. Our client is also keen to find people who are self-starters, keen to take on responsibility and new projects.

Additional Information:The salary for the Pensions Implementation Administrator post is negotiable and comes with an average bonus of 7.5% (£2,300) and pension contribution from the company of up to 13% (c.£3,900). Free car parking available along with a host of additional benefits and the opportunity to mix office days with WFH.

Apply for Pensions Implementation Admin

Group Risk Account Executive

Ref: arc568

West London - Permanent

£36,000 - £38,000

  • Group Risk Account Executive, West London, to £38,000
  • Established IFA business, successful private client & employee benefits arms
  • Varied role within a growing wealth management company
  • Provide technical guidance on group risk & healthcare products + liaise with providers and clients
  • Must have previous group risk/employee benefits admin experience

The Company:Our client is a well-established, expanding IFA firm with 15 people in the office and a requirement now for this Account Executive and an additional Paraplanner role to follow. Our client specialises in advising creative professionals as well as forward-thinking business owners and companies.

The Role:This role is crucial in helping to shape the proposition of what this company offers to clients and will expose you to each of the 175 companies that our client advises. As it mentions above, this will involve providing technical guidance on group risk & group healthcare products and will also involve liaising with product providers to ensure schemes and products are up to date. You will liaise with corporate clients to discuss their healthcare & risk requirements, process group risk & healthcare scheme renewals, including market analysis whilst also assisting in setting up new business, requesting provider quotes.

Skills/Experience Required:For this Group Risk Account Executive role, you must have previous administration experience within group risk / employee benefits. Naturally a confident speaker with some prior client exposure would be beneficial.

Additional Information:Salary for the Group Risk Account Executive role is £36,000 - £38,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with study support. Hours Mon-Fri, 8.45am – 5.30pm.

Apply for Group Risk Account Executive

IFA Investment Administrator

Ref: arc517

Surrey - Permanent

£25,000 - £30,000

  • Investment Administrator, to £30k + bonus, Surrey
  • Successful, award-winning wealth management business
  • Vacancy open due to internal promotion
  • You must have experience in investment/fund switches
  • Fabulous office setting, great team environment

The Company:A well-established wealth management practice that advises across the board, both on individual and group products. This role will assist the Client Investment Manager, another new recruit, driving the investment switching process and all the resulting administration.

The Role:Our client is happy to take on someone who has either focused on investment switches or has worked in a general IFA administrator / sales support role that has exposed you to switches whilst dealing with admin duties on various other product lines. There are two main elements to this role, one linked to client investment administration, the other is Investment Management Committee (IMC) administration. Responsibilities will include:

  • Following up on non-responses from regular clients and new money investment reviews
  • Checking regular contributions are linked to template reports
  • Checking phased buys are up to date with model portfolios
  • Submitting investment switch data to platform providers
  • Handling customer queries and keeping the Client Investment Manager fully updated on progress and trends
  • Ensuring that amendments and outcomes from the IMC are input into the existing templates
  • Ensuring the IMC output is reflected correctly in our clients risk matrix
  • Updating fund risk sheets, working on client mail-outs and weekly fund reports

Skills / Experience Required:For the IFA Investment Administrator role, you must have experience in investment switches within an IFA practice. The role is office based, as the teamwork between this role and that of the Client Investment Manager is so important. Accuracy is also key, as is finding someone who is a genuine team player.

Additional Information:The salary for IFA Investment Administrator role is to £30,000 + bonus. You would also get 25 days holiday, Group Pension, DIS and Group PHI. The role is based just outside of Guildford, free parking available.

Apply for IFA Investment Administrator

Customer Service Associate

Ref: arc201

Surrey/WFH - Permanent

£24,000 + bonus/pension

  • Salary £24,000 with bonus c.£1,800 + pension c.£3,100
  • Surrey/WFH mix– need to be in the Surrey office 2 days p/w on average
  • Phones based customer service role, assisting customers with investment and pension queries
  • Recent graduates and those with customer service/call centre/retail experience considered
  • Greatdevelopment opportunity

The Company/Team:For years, this company has built a great reputation for developing people within Financial Services and they are going through a sustained period of expansion, which started in 2020.The Customer Service Teams proactively resolve incoming telephone, letter and email queries from Financial Advisers and direct customers/investors. One team focuses on queries from Financial Advisers, one from direct individual customers and one from customers who are part of a Group Pension Scheme. This is not a high call volume, call centre environment, they are very focused on the customer.

The Role:These roles involve taking 30-40 incoming calls + emails, some calls lasting upwards of 30 minutes. Queries may include: information on a customer account, the details about a particular product, the resolution of a web navigation/online issue. 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 70% of your time will be based around query resolution and the remaining 30% focused on the least complex complaints resolution cases.Hours are shifts of 8 – 4, 9 – 5 and 10 - 6 as well as one half-day (9 – 2) on a Saturday per month. On average you would work two days p/w in the office, three days WFH.

Skills / Experience Required:For these Customer Service Associate roles, you should have office based customer service or call centre experience. People with a background in retail and also recent graduates / A Level school leavers will also be considered. You must have a stable work history, be confident and enthusiastic on the phone, have an ‘A’ Level standard education and your attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people whoWANT TO LEARN. The in-depth training programme lasts 3 weeks and is ongoing.

Additional Information:The salary for this Customer Service Associate role is £24,000 with average bonus of 7.5% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (required in the office 2 days p/w on average) and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Sutton/Epsom/Redhill areas.

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Mortgage Administrator

Ref: arc295

Surrey - Permanent

To £23,600

  • Mortgage Administrator & Customer Service mix
  • To £23,600 + bonus/overtime adds c.£1,000 - £1,500
  • Role available due to two internal promotions, great company to develop with
  • A 60/40 mix of inbound query handling on mortgage & savings products and admin work
  • Previous mortgage based experience is key

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

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

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

This role works within a rota system of Monday to Friday 8am - 6pm, so you would work for 7.5 hours between these times. There is a requirement to work, on average, a half day one Saturday per month and those hours are 9am – 12pm for which you get 1.5 x hourly rate. The business is soon to move to a dynamic working model of 2 days in the office and 3 days WFH although there is a chance the business could return to 5 days in the office longer-term, with flexibility.

Skills / Experience Required:As mentioned above, for this Mortgage Administrator role our client will consider people with previous mortgage based experience who are comfortable communicating with customers over the phone. Good MS Office experience is required, along with an eye for detail and the ability to work accurately within a fast-paced environment.

Additional Information:This is a great opportunity for career progression. Salary is to £23,600 along with an annual bonus, good company benefits inc. pension and professional study sponsorship. The Saturday overtime and company bonus would mean approx. an additional £1,000 - £1,500 on top of your basic salary + the other benefits.

Apply for Mortgage Administrator

Administrator

Ref: arc566

Surrey - Contract

£20,600

  • 3 Administrators required
  • £20,600, Reigate, 6 month contracts
  • Chance to break into Financial Services
  • Admin or customer service experience required
  • Positive environment, progression encouraged

The Company:This client has been through several years of expansion and some areas of the business saw record growth in 2020. Now an established name, multiple award winners and respected throughout the industry.

The Role:This is a great chance to join break into Financial Services, initially on a 6 Month Fixed Term Contract as an Administrator within either the Pension or Mortgage teams in our clients Customer Services Department. As an Administrator you will be responsible for providing administrative support to Customers, partners and external 3rd parties considering at all times how to achieve the best Customer outcome. Your responsibilities will include:

  • Ensuring that administrative tasks are processed efficiently and accurately
  • Providing and maintaining excellent levels of customer service, providing prompt and efficient responses to enquiries
  • Take ownership and responsibility when handling customer enquiries via inbound or outbound calls, emails or post
  • Perform other ad-hoc duties as required

Skills / Experience Required:For these Administrator roles, recent administrative or customer service experience is key, our client is looking for people who are driven to provide excellent customer service and who maintains focus when faced with high volumes of work, ensuring accuracy at all times. You must be educated to GCSEs or equivalent level, including English and Maths (passed at grade C or above) and have experience with MS Office.

Additional Information:Training is provided and you will have a Team Leader who will ensure you have everything you need to complete your role successfully. These Administrator roles pay £20,600 and whilst initially these roles are 6-month contracts, those that impress will give themselves a chance to be taken on for a permanent role either within this team or elsewhere within the business.

Apply for Administrator

Customer Service Administrator

Ref: arc473

Surrey - Contract

£20,000 - £25,000

  • Mortgage Customer Service Administrator, Epsom, to £25,000 + bonus
  • Looking for either mortgage administration/arrears experience or a recent graduate with any type of customer service/retail experience
  • Initially a 12 month maternity cover contract
  • You should also be happy to get involved in training and assist the testing function
  • Long established Financial Services business

The Company:Our client specialises in lending and retail savings and in recent times have expanded by around 25% in terms of staff headcount (now standing around 175 people) as product demand increases.

The Role:This role is based around the efficient and effective administration of Mortgage and Savings Accounts, including complex issues, commercial lending, registration and relevant training of service team personnel. Responsibilities will include:

  • Undertake all aspects of complex mortgage administration including Buy to Let mortgages, Transfer of Equity, Interest Only mortgage administration and other special external schemes, some of which will involve telephone contact with customers.
  • Undertake all aspects of administration relating to Commercial Lending and mortgage arrears operations.
  • Take responsibility for the administration of deceased customer accounts, Powers of Attorney and other 3rdparty authorities.
  • Undertake administration of all centrally managed reports, including any relevant research, correction or communication that arises and any response management that may be required.
  • Assist with the training of departmental staff as required.
  • Liaise with external suppliers and maintain business relationships with third parties as required.

Skills / Experience Required:For the Mortgage Customer Service Administrator role, candidates must either have recent mortgage administration experience and ideally mortgage arrears experience OR our client with seriously consider recent graduates with some customer service/retail experience. You must be quite analytical, strong with MS Excel and have an eye for detail. You should be calm under pressure, possess excellent communication skills and able to manage your time effectively.

Additional Information:The salary is up to £25,000 doe + pension scheme, BUPA membership, concessionary mortgage facilities, company bonus, professional study support, free parking permit and an active sports/social club membership. Hours are Monday to Friday 9am to 5.30pm, 37.5 hours per week.

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Mortgage Administrator

Ref: arc538

Southampton - Permanent

£20,000 - £23,000

  • Mortgage Administrator, £20,000 - £23,000 pro-rata
  • Part-time, 10am - 2pm (Mon - Fri) with 1/2 hour break
  • Southampton (office moving to Hedge End late 2021)
  • Financial services or mortgage administration experience preferred, but solid administration experience in other sectors seriously considered
  • Role involves new business admin, obtaining valuations & liaising with clients, lenders and solicitors
  • The Company:This is one of the leading brokerages on the South-Coast, long established and expanding at a steady pace. This is a fully employed, full-time role and would suit someone who is keen to work within mortgage administration long-term.

    The Role:The opening is for a Mortgage Administrator to support two of the thirteen Brokers initially with all of the administration/support that comes from the business they write. The initial main duties include:

    • Processing new business files
    • Updating client records
    • Obtaining valuations and annual review reports
    • Client maintenance, including switch instructions
    • Ad-hoc requests from Advisers, which could include file preparation, scanning, drafting letters, client contact/follow-up
    • Liaison with clients and mortgage lenders to ensure mortgage applications proceed smoothly
    • Involvement in the administration of Adviser commissions

    Skills / Experience Required:For this Mortgage Administrator role, we are looking for someone who has previous administration experience either within mortgages or the wider Financial Services market. You must be positive, professional, a self-starter with exceptional attention to detail, good communication and MS Office skills.

    Additional Information:The salary for this Mortgage Administrator role is £20,000 - £23,000 pro-rata (so effectively half of that figure for doing half the full-time hours). Hours are Monday to Friday, 10am - 2pm. The current 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.

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AML Financial Crime Analyst

Ref: arc562/3

Surrey/WFH - Permanent

£24,000 - £28,000

  • £24,000 - £28,000 + average bonus c.7.5% (£2,000) + pension contribution to 13% (£3,500)
  • Surrey & WFH mix– need to be in the Surrey office at least 1 day per week
  • One permanent post and one 12 month contract
  • Performing AML checks for SIPP, Bond, Corporate, Trust & Nominee clients
  • 1-2 years corporate AML experience required

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

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

  • AML checks for SIPP and Bond business, Corporate, Trust and Nominee clients
  • Manual AML verification for third party cheques and manage exceptions to automated processes
  • Deal with queries and requests from other areas
  • Monitoring and investigating quality control reports
  • Daily telephone contact with clients and Independent Financial Advisors to resolve NIGO’s
  • Compile own manual letters for NIGO purposes/returning documentation
  • Work to agreed deadlines, ensuring that the management team are kept informed of work in progress and escalate any possible issues which will impact on the timeframe.
  • Conduct client authentication/verification using existing/new software

Experience/Skills Required:For these challenging and hands on AML Financial Crime Analyst roles, you must have at least 1-2 years AML experience. The roles suit an individual looking to specialise in a technical, high profile area where accuracy and a methodical approach are key. You should be able to demonstrate a willingness and ability to challenge existing process and make risk based recommendations. Confident communication and influencing skills and a desire to develop these skills further is also important.

Additional Information:The salary for these AML Financial Crime Analyst roles is £24,000 - £28,000 with average bonus of c.7.5% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further.

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Employee Benefits Administrator

Ref: arc494

SW London - Permanent

£23,000 - £26,000

  • Employee Benefits Administrator, West London, to £26,000
  • Long-established Wealth Management business, successful employee benefits arm
  • Study support provided for Administrators who want to progress
  • Looking for experience with any group/corporate product - DB/DC Pensions, GPP, Group Life/Protection etc
  • The Company:Our client is a wealth management business with 15 people, now expanding to 17 with this role and a need for a Paraplanner. Great group of people to work with, excellent dynamic within the office.

    The Role:This role will expose you to every element of the administration lifecycle, covering GPP’s, Group Life, Group Income Protection, Group Critical Illness and DB/DC Transfers. The main responsibilities include:

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

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

    Additional Information:Salary for the Employee Benefits Administrator role is up to c.£26,000 + bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am - 5.30pm.

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Admin Assistant Manager

Ref: arc554

Surrey/WFH - Permanent

£31,000 - £35,000

  • Salary negotiable, Office & WFH mix - need to be in the office 4-12 days per month
  • NEW TEAM, great chance to make an impact and also learn, develop and progress
  • Providing leadership support for an Investment Dealing/Administration Team
  • Must have management / team lead / supervisory experience within Financial Services or Banking

The Company:This company has a fantastic reputation within Financial Services and have been recruiting extensively throughout 2020 and 2021. This team is responsible for ensuring the smooth processing of customer’s financial or non-financial instructions. The team performs tasks that take care of various stages of the customer’s journey, including creating accounts, placing & settling deals, correcting errors, monitoring fraud and transferring holdings from other companies. The products you will deal with typically will include ISA’s, GIA’s and SIPP’s.

The Role:This role is based within a new team that takes care of various stages throughout the customer journey, including creating accounts, placing & settling deals, monitoring fraud and transferring holdings from other companies. Responsibilities will include:

  • Monitoring daily volumes and co-ordinating staff to ensure customer instructions are dealt accurately and efficiently.
  • Liaise with various teams across multiple locations to ensure work is completed on time and any potential issues escalated in a timely manner.
  • Managing the daily oversight of your team of 8-10 people including all aspects of employee staff development planning, 1:1’s and appraisals
  • Monitoring KPI’s, SLA’s and quality
  • Co-ordinating and escalating points with internal teams for all aspects of dealing and administration processing
  • Process improvement identification and prioritisation

Experience/Skills Required:For this Administration Assistant Manager role, our client would like to see people with a Financial Services or Banking background and some kind of managerial, team lead or supervisory experience. Our client is well known for developing people, so they are very keen to find someone who wants to learn and who has strong logical, analytical skills and attention to detail. Strong communication skills and MS Office skills are another requirement. You would be expected to complete the IOC exams over the next 2 years if not already completed.

Additional Information:Salary for this Administration Assistant Manager role is £31,000 - £35,000 with an average bonus of c.11% and pension contribution from the company up to 13%. Excellent benefits package, WFH flexibility, free parking whilst on-site and great opportunities to develop further. Hours for this role are 7am - 3pm and you are required in the office between 1 - 3 days per week.

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Investment Administrator

Ref: arc553

Surrey/WFH - Contract

£23,000 - £25,000

  • Salary negotiable, Office & WFH mix – need to be in the office 4-12 days per month
  • NEW TEAM (4 VACANCIES), great chance to learn, develop and progress
  • Initial 6 month contract – genuine chance of securing a permanent role long-term
  • Processing customer instructions, placing deals, monitoring fraud
  • Looking for some administration experience, ability to work to deadlines, good MS Office skills

The Company:This company has a fantastic reputation within Financial Services and have been recruiting extensively throughout 2020 and 2021. This team is responsible for ensuring the smooth processing of customer’s financial or non-financial instructions. The team performs varied tasks that takes care of various stages of the customer’s journey, including creating accounts, placing & settling deals, correcting errors, monitoring fraud and transferring holdings from other companies. The products you will deal with typically will include ISA’s, GIA’s and SIPP’s.

The Role:These are critical roles for the business and involve ensuring customer instructions are dealt with accurately and efficiently. You will liaise with various teams across multiple locations to ensure work is completed on time and any potential issues are escalated quickly to management. The role requires highly energetic individuals who are inquisitive with a creative mind and not afraid to challenge the status quo and identify new ways of working, especially with the team being in its infancy. Key responsibilities will include:

  • Develop an understanding of company products and businesses as well as the internal/external clients.
  • Process work items within the agreed service level and to the required quality levels.
  • Ensure that Quality, productivity and regulatory standards are adhered to
  • Demonstrate ownership in managing the queues to ensure that all the instructions are processed on time
  • Identify risks in the team pro-actively and drive forward ideas to mitigate these risks
  • Take ownership of individual issues, ensuring resolution
  • Record data accurately that could be used for relevant Management Information (MI) and understand all published MI and its impact on performance
  • Drive quality improvement initiatives within the team

Experience/Skills Required:For this Investment Administrator role, our client would like to see people with a Financial Services or Banking admin background, but they are also very open in general to people with strong logical and analytical skills along with good attention to detail, excellent communication skills and good MS Office skills who want to move into Financial Services. In a fast moving area of the business, you must be able to deal with deadlines as well. Product training will be provided.

Additional Information:The role is based near Sutton, but as mentioned, a good degree of the role can be WFH and the company provide free shuttles from some of the local stations. Salary for this Investment Administrator role is negotiable – salary details will be provided upon application. WFH flexibility, free parking whilst on-site and great opportunities to develop further.

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Pension Processing Admin

Ref: arc551

Surrey/WFH - Contract

£24,000 - £28,000

  • Salary to £28,000
  • Office based & WFH mix – need to be in the office 4-12 days per month
  • Great chance to learn, develop and progress within the business
  • Processing DC retirement cases, including checking PTFC calculations
  • Looking for some previous pension administration experience

The Company:This company enjoys a fantastic reputation within Financial Services. They adjusted quickly to the pandemic and have been recruiting throughout 2020 and 2021 – this actually looks like increasing even further through the rest of this year. This team supports and maintains pension administration services for a wide range of corporate clients and this service includes full support to scheme members at all stages of the admin life cycle, through to specialist support to trustees and members for specific task delivery.

The Role:This Pensions Processing Administrator role is within our clients Retirements Team and is key to providing uncompromising service to clients and members at a critical stage of their customer journey. Initially a 12 month contract, there is a real chance that those who impress will be offered something on a permanent basis. Your focus will be processing and/or checking sales and information packs with specific focus on the retirement journey. Your key responsibilities will include:

  • Accurately processing financial transactions for the retirement journey including cases with Protected Tax Free Cash (PTFC).
  • Ensuring all allocated work is processed in a timely manner, avoiding exposure to unnecessary risks in market movements when dealing with financial transactions, or processing invoices and sales.
  • Processing work with a high level of accuracy and consistency.
  • Thorough quality checking of cases, including PTFC calculations.
  • Adhering to team KPI’s including quality, productivity, error rates, and contribution above business as usual (BAU) objectives.
  • Organising the daily planning of workload for yourself and for the wider team as required - a dynamic and proactive approach is expected with individuals having consideration for the overall team objectives.
  • To support management on MI and projects as required.

Experience/Skills Required:For this Pensions Processing Administrator role, you should have some previous pensions administration experience, be that within DC schemes, DB, SIPP’s, GPP’s etc. You should be a self-starter, flexible, adaptable, a strong communicator, numerate and solid with MS Word, Excel and PowerPoint.

Additional Information:The salary for this Pensions Processing Administrator role is up to £28,000. There is WFH flexibility, so will be a mix of office based and WFH. Free parking whilst on-site and great opportunities to develop further and potentially secure a permanent role.

Apply for Pension Processing Admin

SQL Data Analyst

Ref: arc533

Surrey - Contract

£25,000 - £28,000

  • SQL Data Analyst - Surrey/WFH mix - Initial 9-month contract - £negotiable
  • Real chance of contract extending or going perm eventually, a major employer
  • Experience with customer data would be very useful, as would good SQL & MS Excel skills
  • Project relates to a company acquisition, preparing for the migration of numerous types of data
  • Chance to move internally at the end of the project on an extended contract or permanent basis
  • The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area is a brand-new function designed to support a new platform operating model. The team provides technical expertise on the running and ongoing development of the Platform, which includes understanding the systems, implementing improved processes, controls and work-flows.

    The Role:Due to the acquisition of a personal investing business, by the end of 2021 our client needs to complete the migration of Customer, Account, Portfolio and Regular Savings data. Significant data analysis and migration planning is required to ensure a smooth on-boarding process and an efficient ongoing management of the customer records. The purpose of the role will be to assist with the analysis of migration data, including production of cleansing lists to be run as part of the migration process. Key responsibilities include:

    • Use the internal Data Quality scorecard to identify Data Quality issues
    • Use ad-hoc data analysis techniques to review large data sets and produce summary information
    • Review and Re-mediate Data Quality issues via Data Cleansing to improve scores
    • Engage with the operational teams to understand processes and data requirements to ensure accurate re-mediation of data
    • Report on the progress of Data Cleansing activities
    • Understand and highlight the challenges to complete the required re-mediation
    • Identify process/technology improvements to prevent the re-occurrence of Data Quality issues

    Experience/Skills Required:For this SQL Data Analyst role, our client will consider two types of applicant. Either a recent graduate with strong SQL and MS Excel skills or someone who has experience with customer data experience, ideally with some SQL and MS Excel experience to call on. Communication skills are important as you will be liaising with a number of internal teams - in addition, good written communication skills are also important.

    Additional Information:The salary for this SQL Data Analyst role is negotiable. There is an end of contract bonus of around 7.5% pro-rata’d + pension contribution from the company of up to 13%. If you have impressed over the course of this project, there may well be opportunities for you to move into other areas of the business on either an extended contract or permanent basis.

Apply for SQL Data Analyst

IFA Administrator

Ref: arc544

North London - Permanent

£28,000 - £32,000

  • IFA Administrator, North London – to £32,000 + bonus + study support
  • Established, reputable IFA business, office of 12 people with very high business volumes
  • Supporting one Director, working alongside a Paraplanner and another support colleague
  • Looking for a self-motivated, experienced IFA Administrator

The Company:This client is a well-established, independent financial planning business who have experienced high business volumes for some time now and are now in a position where they are looking to expand the support team.

The Role:Working within an office of 12 people, you will work in a team that comprises a Director, Paraplanner and a part-time IFA Administrator, initially working in the office 4 days and 1 day WFH, but once fully trained, that could change to 3 days office based and 2 days WFH. You will play a key role in supporting both the Paraplanner and a Director, processing new business, helping to service existing clients and working with the Adviser Office system. Your key responsibilities will include:

  • Working very closely with a Director and Paraplanner, helping to manage workflow – informing the Director of the annual review meetings he has lined up for the month, making sure underwriting is chased up and following up with clients on any information that remains outstanding
  • Putting together Fact Finds, inputting client information and attaching documents to Adviser Office
  • Letters of Authority – Composing LOA’s, chasing providers for relevant key information
  • Once acclimatised, you may also get exposure to working on some basic paraplanning reports
  • Acting as first port of call regarding client queries, escalating if required
  • Scanning/printing documentation, preparing & binding reports with relevant information for client meetings
  • Assisting colleagues with their administration, assisting with incoming and outgoing post
  • Sending applications to providers, ensuring all dealings with clients are carried out in a professional manner
  • Ensure all supporting documentation is maintained as per company procedures
  • Maintain all standards of performance as required by the firm

Experience/Skills Required:For this IFA Administrator role you must have worked recently within IFA administration/support, you must be an excellent communicator with strong organisational skills. A strong work ethic is vital and naturally as within any SME, team fit/dynamics will be really important, so a positive, enthusiastic outlook will be key.

Additional Information:The salary for this role is up to £32,000 with discretionary bonus (up to £3,000) and study support in addition. Very happy to consider people who want to complete their Level 4 and beyond.

Apply for IFA Administrator

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

    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.

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

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

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

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

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

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

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

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

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

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

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

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