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Active Recruiting Consultants Ltd

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Financial Services Jobs

Complaints Associate

Ref: arc213

Surrey - Permanent

Details available upon application

** A genuine opportunity for people with complaints, compliance, claims or any type of investigatory experience to advance their career long-term ** A global Financial Services employer ** Impressive complex holding over 1600 people and expanding.

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

The Division:The Customer Relations function is hugely important to the business. The team deal with incoming queries received by email and post as well as some overflow calls transferred by the contact centre and queries that are too technical for the contact centre to deal with. Queries can include anything from fund performance questions to FSA reportable complaints and highly complex queries.

The Role:In this role, you will provide operational resolutions on customer accounts, and respond, by letter, email and telephone to incoming queries from customers, ensuring you provide excellent customer service. Most of your work will be investigative by nature.The hours are 8-4, 9-5 and 10-6 on a rotating shift with the opportunity for overtime.Around 70% of your work will be complaints casework and 30% dealing with a variety of escalated telephone queries.

This role is extremely varied, you will be in contact with a variety of people, sometimes liaising directly with customers/investors, sometimes with their Financial Advisers who could be querying commission payments, whilst you will also need on occasion to deal sensitively with deceased account issues. The aim is to not only respond with a level of detail and quality that meets and/or exceeds customer expectations, but to address the root cause of the query, providing appropriate operational fixes to customer accounts, whilst ensuring regulatory requirements are met and all interactions with the customer handled in a timely manner. Around 30% of cases are resolved over the phone.

Skills / Experience Required:We are looking for people with previous complaints, compliance, claims or some type of investigation experience. Those with fraud experience will be considered as will those who have worked in banks and building societies. Experience in writing letters is desirable, as are good organisation and communication skills. You should be able to work under pressure, to tight deadlines with accuracy and attention to detail. A positive attitude is important and those willing to listen, learn and being open to new working practices/procedures will do well.

Additional Information:Salary, bonus, pension and overtime information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. FREE car parking and a study support package.

Apply for Complaints Associate

Paraplanner/Mortgage Admin

Ref: arc429

SW London - Permanent

To £35,000 + bonus

**An award winning Mortgage Brokerage **The MD is one networks No.1 Mortgage Broker **Looking for at least 2 years mortgage administration experience **CeMAP passes beneficial but not vital **You will support two Mortgage Brokers and work alongside the Office Manager and a growing support team **Route into advising if that is the path you choose.

The Company:This brokerage has been operating almost 10 years, based a short walk from Putney Bridge and Parsons Green tubes as well as Imperial Wharf and Putney Stations. The Mortgage Broker you would support is the top Broker in one of the UK's largest mortgage networks, so a great person to learn from - not only are the business volumes high, but so to is the value of most cases.

The Role:This role is all about ensuring the client’s expectations are managed throughout the process and their outcome is a positive experience. You will need to package all of the cases correctly before submission, ensuring you have all of the required documentation for both compliance purposes and for the respective Lender. The key tasks will include:

  • Completing all online Agreement in Principle’s and Mortgage Applications

  • Completing all Life Insurance Applications for Providers

  • Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly

  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant

  • Sourcing Mortgage rates for the Mortgage Broker using the Trigold system

  • Sourcing Life Insurance premiums using AssureWeb

  • Arranging for the Solicitor & Valuation fees to be taken where applicable

Skills / Experience Required:Our client is looking for at least 2 years mortgage administration experience and someone who can make that step into paraplanning. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail. Good atmosphere amongst the team, so a positive, professional attitude is really important. Looking for a motivated individual who wants to make things happen.

Additional Information:The salary is up to £35,000 doe and bonus c.£1,250 as well as support for further professional qualifications. Hours are on a shift rotation, those hours being 8.30am - 4pm, 9am - 5pm and 10am - 6pm. Excellent business level's being produced and a really strong team being put together, good to be a part of.

Apply for Paraplanner/Mortgage Admin

Compliance Assistant

Ref: arc454

Southampton - Permanent

c.£20,000 pro-rata

**Part-time opening for someone with either compliance experience, financial services administration or complaints experience **Ideally this role will be worked on a 4 day week basis **A growing IFA/Mortgage Brokerage currently numbering around 25 staff **Positive working environment.

The Company:Our client’s business was established just over 10 years ago, advising customers on a range of products from Life and Protection, to Pensions and Investment business.

The Role:This role is within a small compliance team overseeing both the mortgage and wealth sides of the business, although this role will predominantly focus on mortgage cases, helping to support the Head of Compliance. Key responsibilities will include:

  • Complete compliance monitoring checks
  • Report and discuss all findings with the business
  • Produce business monitoring documentation, including one to one’s and KPI’s
  • Assist the Compliance Director with reviews and a variety of projects

Skills / Experience Required:You should have a good standard of written, numerical and IT skills and a high level of accuracy and attention to detail. Ideally our client is looking for previous compliance experience or a background in Financial Services administration or complaints. However, any experience in administration or complaints will be considered, anything that shows attention to detail and being able to see things that others might not see.

Additional Information:The salary for this role is up to £20,000 pro-rata, the role being offered on a part-time basis, ideally 4 full days per week, within the range of 25-28 hours in total. The office is around a 15 minute walk from the nearest station, but there is a bus stop opposite our client’s office and free parking available. There is also a discretionary bonus and a pension available.

Apply for Compliance Assistant

Data Steward

Ref: arc448

Surrey - Permanent

£strong package

**A newly created role **Data Steward, Data Controller or Compliance experience required **This division covers both retail investment and corporate pensions business with this role tasked with ensuring effective controls are in place to manage the use of data **You will also look into root causes of data breaches **The company is renowned for their training and development of staff **A great chance to make the role your own and develop long-term.

The Company:A major player in Financial Services, employing over 5,000 people worldwide.

The Role:The function of the division within which this role is based, is to provide clients and Financial Advisers with help, expertise and guidance on a range of queries, using these interactions to build strong relationships and develop trust in the business. There are a number of activities whereby these teams receive and use customer/member data including telephone interactions, online messaging, written communications and a growing number of electronic processes. This role is tasked with ensuring there are effective controls in place to manage the use of data, provide accurate reporting on data breaches or 'near miss’ events and maintain information on a central register.

A key part of the role will be to identify areas that require strengthening and to drive improvement initiatives. The scope of the role will develop over time as the wider team of Data Stewards/Owners becomes established. Key responsibilities include:

  • Become a Subject Matter Expert in the day to day management of data within the division
  • Own data governance processes to ensure compliance with GDPR
  • Work with the Data Protection Officer to ensure a consistent approach is performed across the business
  • Pro-actively look into data breach root causes and drive process improvement
  • Provide regular, accurate reporting to the Senior Management team
  • Attend Data Steward working groups and liaise with Data Stewards/Data Controllers in other areas of the business and other offices within the UK and abroad.

Skills / Experience Required:You should have previous data steward, data controller, compliance or business analysis experience, ideally within Financial Services but other sectors will be considered. Strong analytical skills are essential as is the ability to produce strong business cases to influence and support functional requirements.

Additional Information:Salary details are available upon application, but it should be stated the package is very competitive with excellent bonus and pension contribution. The main consideration is the progression though - this is a new role/function, so there is the chance to develop the role and really have influence within the business. A 35 hour week where most people work 9am - 5pm but there is the flexibility to start as early as 8am and finish at 6pm.

Apply for Data Steward

DC Transitions Manager

Ref: arc453

Surrey - Permanent

£strong package

**Blue Chip employer **Good DC or DB pensions admin or transitions experience required **Some project management experience would be beneficial **Really interesting, very involved role, covering all aspects of establishing DC schemes within the business with you being responsible for all the services being delivered to the client during transition **A company keen to take on people with drive and ambition, backing that up with excellent support/training.

The Company:This is a leading Financial Services employer that has enjoyed consistent growth within several areas of the business. This role is based around their institutional business and this accounts for around 50% of their overall assets.

The Role:This is very much a project based role offering a good deal of variety and a real challenge. After a new business win or on advice of transitional activity, you will be responsible for project managing multiple transitions that each run for several months. Generally you would take on 1-2 new projects per month and would have around 5 projects running at any one time. Your key responsibilities will include:

  • Determining client requirements and analysing any relevant issues, including building a project/transition plan.
  • Reviewing each project/transition on a regular basis with regards to cost analysis, management of exposure and performance impact.
  • Coordinating with all relevant business areas
  • Managing client expectations and making recommendations where appropriate.
  • Liaising with all relevant parties, including transition managers, other fund managers, & custodians etc.
  • Attending internal & custodial meetings where required, all UK based.
  • Communicate scheme design features to all impacted areas within the business.

Skills / Experience Required:In addition to the required DC or DB administration or transitions experience, ideally you will have some previous project management involvement, be a self-starter and strong organisational skills. You should possess the ability to anticipate problems and plan for such events – you should also have experience of client management/reporting.

Additional Information:This role comes with a very competitive salary in addition to a generous bonus and very strong pension contribution as well as free car parking available along with a host of additional benefits.

Apply for DC Transitions Manager

Trainee Mortgage Advisor

Ref: arc433

SW London - Permanent

£30,000 - £32,000

** This established Mortgage Brokerage is looking for someone who is looking to become aMortgage Broker and is happy todevelop into this post via working for around 12 months as a Mortgage Administrator ** You would initially help tosupport the Leading Mortgage Broker in one particular network with a history of developing staff** A thriving and growing business, happy to help this person develop long-term ** Really important role for the business, chasing cases, liaising with Mortgage Lenders and getting offers over the line ** Previous mortgageexperience is essential.

The Company: This brokerage generates extremely healthy volumes of business and the case values are high given the area they are based in. They have been operating for around 10 years and are based a short walk from Putney Bridge and Parsons Green tubes and less than 1 mile from Putney Station.

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

  • Communicate and establish courteous relationships with clients

  • Manage all mortgage cases from submission to offer, exchange and completion

  • Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications

  • Getting suitable terms for client from Providers

  • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors

Skills / Experience Required: Our client is looking for people with mortgageexperience - some mortgage administration experience would naturally be ideal or possibly a Paraplanner background.A strong work ethic is essentialandgood communication skills are key, as is the ability to pay a lot of attention to detail.

Additional Information: The salary is £30,000 to £32,000 with bonus in addition. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm). This is a genuine opportunity to learn the trade and start taking on your own bank of clients in around 12 months, all the time learning from one of the leading Mortgage Brokers in the business.

Apply for Trainee Mortgage Advisor

Pensions Administrator

Ref: arc452

Surrey - Permanent

£top package

**Expanding pensions operation **Looking for either previous pensions administration experience or someone with strong administration experience in another field, or indeed strong customer service experience and all the attributes mentioned below **For those that want to progress and have drive, this represents a fantastic opportunity to build a career with a Blue Chip organisation **This role is key to providing 1stclass service to clients and members of DC pension schemes in relation to retirement, death and divorce cases.

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

The Role:This division supports and maintains pension administration services for a wide range of corporate clients’ Defined Contribution pension arrangements. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members. This team processes retirement, death, and divorce cases, and other customer requests relating to their DC pension scheme. You will be expected to:

  • Ensure all allocated work is processed in a timely manner, avoiding exposure to unnecessary risks in market movements
  • Process administration packs for DC members
  • Support team members with queries in absence of the Manager
  • Support management on MI and project requirements
  • Accurately process financial transactions for Retirement, Death and Divorce cases including those with Protected Tax Free Cash (PTFC) and Guaranteed Minimum Pension (GMP) calculations
  • Quality checking of PTFC and GMP calculations
  • Organise the day to day planning of your workload

Skills / Experience Required:Ideally you will have previous DC or DB pensions administration experience. HOWEVER, if you have admin or customer service experience in other areas and can demonstrate the following, you would also be seriously consider: enthusiasm, an engaged and driven individual, a desire to achieve and learn, a self-starter, good use of initiative, a strong communicator as well as numerate and computer literate (Excel, Word and PowerPoint).

Additional Information:This role comes with a competitive salary with additional bonus, an excellent company pension, free car parking along with a host of additional benefits including flexible working once you are established.

Apply for Pensions Administrator

Trainee Pensions Administrator

Ref: arc451

Surrey - Permanent

£1st Class Package

**Aggressively expanding pensions operation **Looking for an administration or customer service background **3 vacancies currently at this level, several more openings within this area that will number 32 staff **For people that want to progress and have drive, these genuinely represent a fantastic opportunity to build a career with a Blue Chip organisation **Initially, the primary purpose of the role is to respond to correspondence from Financial Advisers on their customers account and to produce benefit projection requests.

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

The Role:This division supports and maintains pension administration services for a wide range of corporate clients’ Defined Contribution pension arrangements. The nature of the service provided includes full support to pension scheme members at all stages of the administration life cycle through to specialist support to trustees and members. This team processes retirement, death, and divorce cases, and other customer requests relating to their DC pension scheme. You will be expected to:

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

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

Additional Information:This role comes with a competitive salary with additional bonus and superb company pension with free car parking available along with a host of additional benefits. After you are established within the business, our client can also offer flexible working including the ability to work from home part of the week and flexible start/finish times whilst adhering to the standard working hours over the week.

Apply for Trainee Pensions Administrator

Assistant Team Manager

Ref: arc450

Surrey - Permanent

£excellent package

**An expanding pensions operation **Looking for someone with pensions administration experience and a background in team leading/managing **New teams, therefore a need to help set up reporting structures and procedures **Varied & challenging role, lots of scope for development within a growing division **The area is very much project led **The staff you manage are tasked with identifying data gaps, working towards achieving high quality data for DC pension schemes.

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

The Role:This part of the business is driven by a constant influx of new scheme implementations and so is very much project based. Our client is looking for 6 new people overall, with this being one of 2 new Assistant Manager posts. Your teams need to provide updates to Client Relationship Managers on various action plans, they liaise with members, employers and third parties to gain accurate and up to date data as well as coordinate and plan day to day project tasks to ensure timely delivery. You will be involved in all of this and the below, but naturally a large part of your time will be spent supervising and directing team operations:

  • Work with a number of internal teams and the Client to ensure your team is aiming for high quality data
  • Understand Operational requirements for back end teams to ensure the data received supports the administration process
  • Interface with the client and/or internal associates to solve problems and resolve outstanding issues relating to data administration
  • Effectively help your team to manage the Client by communicating any issues that could impact the conversion schedule or result in a change of data requirements

Skills / Experience Required:Previous experience within pensions administration is essential. In addition, previous supervisory, team lead or management experience is required. Our client is also keen to find people who are at least at an intermediate level with MS Excel with the ability and interest to develop this skill-set further. Previous involvement in leading projects would also ben beneficial.

Additional Information:This role comes with a very competitive salary (details available upon application) with additional bonus, excellent pension scheme as well as free car parking along with a host of additional benefits.

Apply for Assistant Team Manager

Data Quality Analyst

Ref: arc449

Surrey - Contract

£comprehensive package

**An expanding pensions operation **Looking for someone with pensions administration experience with good MS Excel skills who is looking to move into a more analytical role **Varied & challenging role, lots of scope for development within a growing division **Identifying data gaps, working towards achieving high quality data **You will review and analyse currently held data on pension scheme members, including data relating to pension protections.

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

The Role:This part of the business is driven by a constant influx of new scheme implementations and so is very much project based. As part of the role therefore, you will need to provide updates to Client Relationship Managers on various action plans. You will liaise with members, employers and third parties to gain accurate and up to date data as well as coordinate and plan day to day project tasks to ensure timely delivery. In addition to the above, your key responsibilities will include:

  • Work with a number of internal teams and the Client to ensure you are aiming for high quality data
  • Understand Operational requirements for back end teams to ensure the data received supports the administration process
  • Interface with the client and/or internal associates to solve problems and resolve outstanding issues relating to data administration
  • Effectively manage the Client by communicating any issues that could impact the conversion schedule or result in a change of data requirements

Skills / Experience Required:Previous experience within pensions administration is essential. Our client is keen to find people who are at least at an intermediate level with MS Excel with the ability and interest to develop this skill-set further. Previous involvement in projects would be beneficial as would good communication and organisational skills. .

Additional Information:This role is initially a 12 month contract with genuine prospects of going permanent. It comes with a competitive salary + bonus + excellent pension + free car parking along with a host of additional benefits. Full salary / package details available upon application.

Apply for Data Quality Analyst

Investment Call Handler

Ref: arc428

Surrey - Permanent

Very Competitive Package

**This role represents a genuine opportunity for people with customer service or sales experience to work for one of the world’s largest Financial Services companies **Our client will consider previous Financial Services, Banking or Insurance experience as well as recent graduates with retail experience and those with call centre / telesales experience **Variety, in that you will deal with incoming product queries and also complaints investigations/casework.

The Company: Our client is a leading Financial Services employer providing long-term savings products and serves institutional and retail investors all over the world. They employ over 5,000 people, managing £150billion+.

The Role: In this role, you will take incoming phone calls from direct customers and IFA’s. You will be expected to respond to a wide range of enquiries which may include information on a customer account, the details about a particular product, the resolution and prevention of a problem, in addition to web navigation and online queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets, so in line with this you would promote additional products and services, only where appropriate.

This role also requires handling written correspondence and making outbound calls to resolve queries, as well as some complaint handling. The amount of phone time versus customer relations work will vary depending on business needs, but as a rule of thumb, around 85% of your work will be phones based and around 15% of your time will be complaints/casework. Key areas of your remit are as below:

  • Take incoming phone calls within agreed performance and quality standards

  • Make outbound calls to resolve customer queries in a timely fashion

  • Demonstrate high levels of customer focus

  • Remain motivated and focused towards achieving individual, department and company performance goals

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

  • Make outbound calls to customers and IFA’s to promote additional products and services, seeking feedback

  • Recognise 'key signals’ from customers on enquirers so as to pro-actively promote products and services

  • Complaint handling

Skills / Experience Required: Our client is looking for people with proven customer service or sales experience, ideally within a Financial Services/Banking/Insurance environment, or they will consider those with call centre / telesales experience. In addition, recent graduates with retail experience have done well within the business. The ability to listen and question effectively is very important, as is a confident and enthusiastic manner on the phone. Attention to detail and an analytical mind-set are also sought after attributes.

Additional Information: The salary details are available upon application but include a competitive basic salary, an excellent bonus, regular overtime availability and a very strong pension contribution. Hours are based around a rotating shift, alternating between 8am - 4pm, 9am - pm and 10am - 6pm. There is also a requirement to work one Saturday per month, for which overtime is paid at double rate. This is a really strong package for this type of role.

Apply for Investment Call Handler

New Business Calls Handler

Ref: arc296

Surrey - Permanent

£20,000 - £23,600

**Real prospects - this client has re-branded and expanded over the last 18 months **Roles open due to internal transfers **Excellent office atmosphere **Exposure to both the mortgage and savings sides of the business **Liaising with new/prospective customers, answering queries, promoting product benefits **Looking for contact centre experience within Financial Services, Banking or Insurance.

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

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

  • Maintain an up to date knowledge of all products and services including ISA’s, Bonds, Mortgages, Trackers and Children’s Savings

  • Deal with telephone callers promptly, accurately and efficiently – 40 to 50 calls per day

  • Promote products and services, but without ‘selling’

  • Issue relevant literature, illustrations and application forms

  • Pro-actively follow up enquiries

  • Contact customers periodically regarding services and products

  • Carry out market research

  • Pro-actively call existing mortgage customers

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

There is a shift rota within this team, the team operating from 8am to 5.30pm Monday to Friday, so the rotating shifts are 8am – 4.30pm, 8.30am – 5pm and 9am – 5.30pm. Once a month you would be required to do a half-day on a Saturday, from 9am to 12pm for which you would be paid 1.5 x hourly rate.

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

Additional Information: This role comes with a basic salary of £20,000 to £23,600 as well as an annual bonus, overtime, good company benefits including pension and professional qualification sponsorship.

Apply for New Business Calls Handler

Pensions Data Analyst

Ref: arc445

Surrey - Permanent

Strong Package

**An expanding pensions operation **Looking for someone with experience in an analytical role with strong MS Excel skills **A degree education and pensions experience is ideal, but not critical **Varied & challenging role **Supporting the implementation of new pension schemes through system configuration, collating legal documents and ensuring all internal systems and documents are in place for BAU handover **This client is regarded a leader in training and developing staff long-term.

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

The Role: You will be responsible for covering all aspects of establishing DC pension schemes with our client. This includes the initial review and analysis of the DC product sold, undertaking a due diligence meeting with the client, data set up, receipt of monthly contributions, transition of existing assets and issuing new joiner letters/member statements.

The successful candidate will also take on an operational lead role in the UK for Global DC and Middle Office initiatives. This will involve working closely with a number of internal functions to help develop global projects. The successful candidate will also be expected to help with the creation and roll out of new Global Standards, and transfer of lessons learnt, into other global locations to ensure that the company offers a consistent experience to all clients. Below is a selection of the roles key accountabilities:

  • Work with global clients so that a full understanding can be gained of what Global DC is aiming to achieve.
  • Assist in the role out of lessons learnt, in the UK, to other countries.
  • Help Senior Management with ad-hoc projects and initiatives as required to help drive the Global DC business forward.
  • Develop, monitor and update a project plan throughout the implementation and corporate action process.
  • Interface with client and/or internal associates to solve problems and resolve outstanding issues relating to plan administration or any of our clients products and services.
  • Establish and follow detailed on-going procedures for the administration of the plan with all impacted areas.
  • Communicate scheme design features to all impacted teams.
  • Provide management, sales, client management and admin with timely, concise status reports, as well as meeting notes for all client visits.

Skills / Experience Required: Previous experience within pensions administration and a degree level education are preferences, but the key requirements are analytical work experience and strong MS Excel skills. Previous involvement in projects would be beneficial as would good communication and organisational skills. Our client is also keen to find people who are self-starters and keen to take on new projects.

Additional Information: Salary, bonus and pension information all available upon application - very strong benefits package. Our client provides FREE company shuttles from Redhill, Sutton and Kingswood stations, FREE car parking and a study support package along with a fantastic working environment and genuine opportunities to develop and progress.

Apply for Pensions Data Analyst

Mortgage & Life Administrator

Ref: arc433

SW London - Permanent

£30,000 - £32,000

** This established Mortgage Brokerage is looking for a Mortgage Administrator to help support the Leading Mortgage Broker in one particular network ** A thriving and growing business, happy to help this person develop long-term ** Really important role for the business, chasing cases, liaising with Mortgage Lenders and getting offers over the line ** Previous mortgage administration experience essential.

The Company: This brokerage generates extremely healthy volumes of business and the case values are high given the area they are based in. They have been operating for around 10 years and are based a short walk from Putney Bridge and Parsons Green tubes and less than 1 mile from Putney Station.

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

  • Communicate and establish courteous relationships with clients

  • Manage all mortgage cases from submission to offer, exchange and completion

  • Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications

  • Getting suitable terms for client from Providers

  • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors

Skills / Experience Required: Our client is looking for people with mortgage administration experience, possibly people who have worked within life offices or insurance companies previously. A strong work ethic is essential and this brokerage produces excellent levels of business and in turn, good communication skills are key, as is the ability to pay a lot of attention to detail.

Additional Information: The salary is £30,000 to £32,000 with bonus in addition. Hours are on a rolling monthly rota (8.30am – 4.30pm, 9am – 5pm and 10am – 6pm).

Apply for Mortgage & Life Administrator

Quality & Complaints Assessor

Ref: arc370

Surrey - Permanent

£25,000 - £27,000

**Our client is an established, yet expanding FTSE250 company, having grown massively over the last 4-5 years **Due to the growth of the business, good people will progress, so this is a great opportunity for someone with complaints experience **Genuine chance to build a long-term career **An excellent employer and a positive working environment.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2018/19.

The Role: This position is pivotal to the business, a role where you will be responsible for providing a quality assurance (QA) service ensuring that 'best advice’ and 'best practice’ are adopted within the teams that make direct sales to customers via both field and telephone based advice and in all areas of the company’s procedures and processes. Responsibilities will include:

  • Resolving complaints involving financial loss, material distress or material inconvenience from receipt to satisfactory conclusion.

  • Monitor the handling of service concerns by business units and support the provision of a high quality service to customers or business partners

  • Assess the ongoing competence of colleagues through the completion of quality sampling in line with the T&C scheme.

  • Carry out root cause analysis on all complaints handled, to properly understand the root cause of the problem and make recommendations for training, process or other solutions to eliminate or reduce the risk of recurrence.

  • Analyse quality data gathered and provide feedback to appropriate stakeholders, including operational line management and training colleagues.

  • Identify improvements to processes, procedures or systems, and provide feedback to responsible managers.

Skills / Experience Required: Having complaints experience is an essential requirement and ideally this will have been within a Financial Services, Banking or Insurance environment although there may be some flexibility on this. You should also possess excellent interpersonal, communication and organisational skills.

Additional Information: Salary will be around the £25,000 - £27,000 mark, bonus likely to equate to c.£3,000 and the benefits in addition include pension, life & health benefits and support for further professional qualifications.

Apply for Quality & Complaints Assessor

Pensions Implementation Asst

Ref: arc443

Surrey - Permanent

Salary Negotiable

**An expanding DC/pensions operation **Looking for someone who has worked recently as a DC or DB pensions administrator **Varied & challenging role **Coordinating and planning daily project tasks **Taking responsibility for covering all data aspects of establishing new DC schemes for the company **This client is regarded a leader in training and developing staff long-term.

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

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

  • Understand operational requirements for back end teams, ensuring data received supports the administration.

  • Help senior management with ad-hoc projects as required to help drive the DC business forward.

  • Interface with client and/or internal associates to solve problems and 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: Previous experience as a Defined Contributions or Final Salary pensions administrator is essential - previous implementation or installation experience would be viewed as a bonus. Strong MS Excel skills are a must as is attention to detail and a focus on accuracy. Our client is also keen to find people who are self-starters, keen to take on responsibility and new projects.

Additional Information: Salary, bonus and pension information all available upon application - very strong benefits package. Our client provides FREE company shuttles from Redhill, Sutton and Kingswood stations, FREE car parking and a study support package along with a fantastic working environment and genuine opportunities to develop and progress.

Apply for Pensions Implementation Asst

IFA Call Centre Agent

Ref: arc426

Surrey - Permanent

Details available upon application

**This is an inbound call centre role dealing with calls from Financial Advisors **A background in customer services for a bank or building society is ideal **If candidates can show enthusiasm, want to learn and have the ability to multi-task, there are real prospects for promotion within this global business **This is a 35 hour week, with rotating shifts between 8am - 6pm.

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

The Team: This team responds to queries from a select number of IFA/Financial Advisor firms that regularly promote our clients products, so it is important to keep up good relationships, resolve queries quickly and accurately and in turn, promote various products and services to ensure both parties are working as efficiently and effectively as possible.

The Role: This post involves taking incoming phone calls from Financial Advisers who have a query relating to one of our clients products or services - these calls can include querying information on a customer account, the details about a particular product or the resolution and prevention of a problem. Every interaction with an IFA 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 Financial Adviser are handled in a timely manner with a quality of response that continually exceeds their expectations. Our client is well known for their staff training and development and this is a role where (with training), you will retain an up to date and extremely high level of technical, product and procedural competence, which can be applied in a practical manner in the calls that you take and the solutions you find for the Panel of IFA’s.

Skills / Experience Required: You must have proven corporate customer service, call centre or sales experience. You must have a stable work history, be confident and enthusiastic on the phone, work well under pressure and be able to take the initiative to escalate issues as appropriate. You should have an 'A’ Level standard education, be enthusiastic, willing to learn, possess energy, be punctual and be able to multi-task.

Additional Information: Salary, bonus and pension information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Some of the openings are PERM, some are 12 month CONTRACTS with good prospects for going PERM eventually. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. FREE car parking available and professional study support.

Apply for IFA Call Centre Agent

Call Centre Caseworker

Ref: arc421

Surrey - Contract

Excellent Package

**A first rate opportunity for someone with an investigative approach and experience within a call centre or complaints environment - this needs to be within Financial Services/Banking/Insurance **A role involving inbound calls, complaints casework and product/service promotion **This really is a superb company within which to build a long-term career.

The Company: Our client employs over 5,000 people, managing £150billion+ worldwide and are known within the industry as being a company that invests in staff, looking to develop them long-term.

The Role: This team plays a large part in first line customer care. Along with the Customer Relations/Complaints area, they respond pro-actively to resolve incoming call queries from direct high net worth customers. The role of the department is to provide support and information to customers investing with the company; to assist in resolving any queries; and to actively promote products and services.

The role involves taking incoming phone calls from Direct high net worth customers. You will be expected to respond to a variety of different types of enquiry, which will include: information on a customer account, the details about a particular product, the resolution and prevention of a problem, in addition to web navigation and online queries. Your key responsibilities will include:

• Take incoming phone calls within agreed performance and quality standards.

• Making outbound calls to resolve customer queries as well as to talk to customers and IFA's to promote additional products and services.

• Ensuring calls are resolved to the satisfaction of the customer.

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

• Explain relevant products and procedures clearly and simply.

• Complaint handling and developing a strong understanding of products, procedures, systems and customer needs through ongoing training.

Skills / Experience Required: You should have proven customer service or sales experience gained within either a call centre or complaints environment - ideally within a Financial Services/Banking/Insurance business. You should possess the ability to listen and question effectively, be comfortable in working in a structured environment, demonstrate flexibility and be able to work well under pressure with a positive attitude at all times.

Additional Information: Salary, bonus, pension and overtime information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Some of the openings are PERM, some are 12 month CONTRACTS with good prospects for going PERM eventually. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. Monday to Friday, 9am - 5pm with a requirement to work one Saturday per month, for which you receive overtime at double rate and an annual supplement.

Apply for Call Centre Caseworker

Call Handler - INBOUND

Ref: arc201

Surrey - Contract

Details available upon application

**A genuine development opportunity for people with either a retail background, office based customer service or call centre experience **A global Financial Services company ** Renowned for training and developing staff ** If you really do want to knuckle down and work your way up, this client provides the environment within which to do that.

The Company: Our client serves institutional and retail investors all over the world, with this role exposing you to long-term savings products such as ISA’s, OEIC’s and Unit Trusts. They employ over 5,000 people, managing £150billion+ worldwide.

The Team: The Phones Teams respond pro-actively to resolve incoming telephone queries from Financial Advisers and direct customers/investors. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and when relevant, to inform investors about other/additional products and services. The main aim is to meet customers' needs, outlined in their initial phone call.

The Role: This post involves taking 30-40 incoming calls. You will be expected to respond to a variety of queries which may include: information on a customer account, the details about a particular product,the resolution and prevention of a problem, in addition to web navigation and online queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. Around 80% of your time will be phone based and the remaining 20% focused on administration requirements. Hours are 9am - 5pm with some flexibility as well as one Saturday per month. The roles available are a mix of permanent and 12 month contracts, with the vast majority of contracts going perm eventually.

Skills / Experience Required: You should have office based customer service or call centre experience, or indeed our client will consider people coming from a retail sector background who want to work in a professional office environment. You must have a stable work history, be confident and enthusiastic on the phone and be able to take the initiative to escalate issues as appropriate. You should 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 who WANT TO LEARN. The in-depth training programme lasts 3 weeks and is ongoing.

Additional Information: Salary, bonus, pension and overtime information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Some of the openings are PERM, some are 12 month CONTRACTS with most CONTRACTS turning PERM within 6-9 months. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. FREE car parking and a study support package.

Apply for Call Handler - INBOUND

Pensions Administrator

Ref: arc383

Surrey - Contract

Strong Package

**Do you have administration experience or a background in pensions? **This client is very well known for developing staff, lots of projects and secondments regularly handed out, so a great employer to work for if you want to progress **Pensions administration experience would be ideal, but this is more about finding someone who is well organised, a strong administration background, a good communicator and willing to learn with a proactive approach. **Graduates with retail / customer service experience also considered.

The Company: This is a leading Financial Services employer with the Pensions Correspondence Team being tasked with responding to emails and correspondence from pension scheme members, IFA’s and various authorised contacts. Some large employers do not see the importance of staff development, this is totally not the case with this company.

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

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

Skills / Experience Required: You will either need to have some previous pension’s experience or an administration background. What is also key, is that you possess excellent organisational and communication skills, coupled with a proactive approach, an enquiring mind and a willingness to learn. As mentioned above, recent graduates will also be considered.

Additional Information: Salary, bonus, pension and overtime information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. You will be trained to a high level with a view to progressing within pensions and the company in general. The team operates from 8am - 6pm on a rotating shift, so you will work shifts of 8am - 4pm, 9am - 5pm and 10am - 6pm with plenty of advance notice. There is also FREE car parking and a study support package.

Apply for Pensions Administrator

Pensions Call Centre Agent

Ref: arc446

Surrey - Permanent

Package info upon application

**An expanding pensions operation **Looking to become a UK leader in retirement solutions **Our client seeks either telephone based customer service experience or a recent graduate with some level of retail or customer service experience **Two roles open - one based around responding to incoming queries on pensions, the other is administration related, again in response to incoming queries/admin requirements **This client is regarded as a leader in training and developing staff long-term.

The Company: This is a major Financial Services employer, managing over £70bn of customers’ assets. This area helps support the needs of over one million UK customers and the business has ambitious growth plans.

The Role: This Division acts as the first point of contact for all members, IFAs and selected administrators of DC full service clients / pension schemes looking to access information regarding a Pension. You are responsible for answering inbound queries relating to the administration and servicing of pension accounts, ensuring excellent service standards are met. You must ensure that all aspects of the request are fully addressed and provide relevant additional information as appropriate. This includes providing up-to-date information on:

• Plan details and member account information

• Products, investment fund options, fund prices

• Market news

• General enquiries on processes, forms, etc.

• Switching existing balances

• Change allocation of future contributions

Skills / Experience Required: Previous telephone experience in a customer service environment or a recent graduate with either retail experience or recent customer service experience. You must be a team player, possess a proactive approach to internal relationships with an analytical, enquiring mind and a willingness to learn. A 'Can do’ attitude, pro-active problem resolution skills and attention to detail are also traits that our client will look for. Proficiency in MS Word / Excel would be advantage.

Additional Information: Salary, bonus, pension and overtime information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. Hours are on a rotating shift of 8am - 4pm, 9am - 5pm and 10am - 6pm. Our client also provides FREE car parking and a study support package.

Apply for Pensions Call Centre Agent

Inbound Call Agent

Ref: arc447

Surrey - Contract

Competive Package

** A part-time role available on either a 4 hours per day Mon-Fri basis, or 3 full days **A genuine development opportunity for people with either office based customer service/call centre experience, a background in retail or a recent graduate ** A global Financial Services company ** Renowned for their training and development of staff **If you really do want to knuckle down and work your way up, this client provides the environment within which to do that within their unique academy programme.

The Company: Our client serves investors all over the world, with this role exposing you to long-term savings products such as ISA’s, OEIC’s and Unit Trusts. They employ over 5,000 people, managing £150billion+ worldwide.

The Team: The Phones Teams respond pro-actively to resolve incoming telephone queries from Financial Advisers and direct customers/investors. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and when relevant, to inform investors about other/additional products and services. The main aim is to meet customer's needs, outlined in their initial phone call.

The Role: You will be expected to respond to a variety of queries which may include: information on a customer account, the details about a particular product,the resolution and prevention of a problem, in addition to web navigation and online queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customer's expectations. Around 80% of your time will be phone based and the remaining 20% focused on administration requirements. For this part-time role you can work 4 hours per day, typically 10am - 2pm or you can do 3 full days and that would mean going onto our clients shift rota, whereby one week you would do 8am - 4pm, the next 9am - 5pm and finally 10am - 6pm bringing you up to 21 hours. You will also on top of this be required to work one Saturday per month on the same hours you did during the week and this is paid at double rate as detailed below. The roles available are initially 12 month contracts, with the vast majority of contracts going perm eventually.

Skills / Experience Required: You should have office based customer service or call centre experience, or indeed our client will consider people coming from a retail sector background who want to work in a professional office environment and they will consider recent graduates. You should have a stable work history, be confident and enthusiastic on the phone and be able to take the initiative to escalate issues as appropriate. You should 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 who WANT TO LEARN. The in-depth training programme lasts 2 weeks and during that period, you will be required to attend from 9am - 5pm.

Additional Information: Salary, bonus, pension and overtime information available upon application - it all adds up to an excellent package for this type of role. The main consideration is the progression though - good people can progress quickly if they apply themselves. Our client provides FREE company shuttles, so if you do not drive, you must be able to commute to Sutton, Redhill or Kingswood stations. There is also FREE car parking and study support package.

Apply for Inbound Call Agent

Customer Services Rep

Ref: arc380

Surrey - Permanent

£21,000 - £24,000

**This client is looking either for a Graduate who is motivated and keen to forge a career or someone with inbound or outbound call centre / customer service experience **A background in Financial Services, Banking or Insurance is ideal but not essential **This company has expanded from a start in 2004 to around 1,000 people and that will only grow as they develop new products, new teams spring up and their market grows, as is predicted – a great place to build a career **The role centres around dealing with telephone queries from Financial Advisor's.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2018.

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

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

Skills / Experience Required: Our client will consider people with relevant experience within a contact / call centre environment or alternatively, will look at recent graduates or people who have graduated over the last few years and moved into customer service. Any applicant should have a minimum of 5 GCSE's, or equivalent, including Maths & English (A-C Grades).

Additional Information: Salary is £21,000 - £24,000 doe and bonus is likely to add around £1,500 + pension and a variety of life and health benefits. There is also a study support programme in place and the hours are Mon-Fri, 9am - 5pm.

Apply for Customer Services Rep

IFA Support Administrator

Ref: arc158

Surrey - Permanent

£23,000 - £26,000

**A professional wealth management practice run by established, award winningprofessionals **Opportunity for someone with solid IFA administration experience to develop and progress within the business **Great team/office atmosphere.

The Company: A wealth management practicethat advises across the board, both on individual and group products. This role will assist the Office Manager, an impressive individual who ARC have built up a relationship with over several years.

The Role: This role could suit a number of different people, provided they have the right experience. Our client is happy to take on someone who wants to specialise long-term on the admin/technical side of things, but also they are used to developing people who want to end up paraplanning or advising. This post is mainly responsible to two particular functions - Client Servicing and New Business. Duties will include;

  • Preparing new business including life assurance, ISAs, bonds, pensions including SSASs and SIPPs and chasing through to completion/on risk whilst also completing client review packs for client meetings

  • Obtaining literature and forms from providers and pre-completing basic client details

  • Issuing LOA’s to providers, requesting information as necessary and loading plans to IRESS/Volume as necessary

  • Produce and issue year-end tax packs to clients or designated contacts

  • Use IRESS to schedule follow-up tasks relating to business submissions

  • Follow up any outstanding fees and commission

  • Updating and liaising with clients during new business processing

  • Telephone cover at all times.

Skills / Experience Required: Our client's ideal candidate will have experience of working within the support function of an IFA business and previous exposure to IRESS would be ideal. You must also be an excellent communicator and a genuine team player.

Additional Information: The salary for this role is to £26,000 and in addition there is 25 days holiday, DIS, Income Protection and company bonus.

Apply for IFA Support Administrator

Customer Service Consultant

Ref: arc046

Surrey - Permanent

£20,000 + c.£2,750 bonus

**A great opportunity for someone looking to make their first step in Financial Services **An entry level role from where people develop either within this arm of the business, or elsewhere within the company as a whole **Telephone based role, acting as the first line of contact with prospective customers, assisting with their queries and arranging for them to speak to an Advisor about their options **An expanding business, very successful in this market and able to provide solid, long-term opportunities for people who apply themselves.

The Company: This is a rapidly expandingproduct provider having grown from inception 14 years ago, to around 1,000 people now. This dynamic company provides excellent benefits, a positive working atmosphere and plenty of opportunities for progression.

The Role:This customer service role is crucial to the overall success of the company.You will be responsible forbookingappointments for customers to speak to Advisors about their financial options upon retirement. This isachieved through both inbound and pro-active outbound calling from warm leads generatedacross all the corporate partners that the company operates with. You will also revisit leads generated previously when the timing was not right for the customer to go ahead. You will also assist stalled online customers and instigate the return of application packs.

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

Skills / Experience Required: No specific experience is required, so school/college leavers will be considered, but you must be an excellent communicator, able to deal with high work volumes, possessing a positive and engaging attitude. Listening skills are extremely important, as is the ability to interact with vulnerable customers. Overall, you should be passionate about delivering great customer service.

Additional Information: The role pays a basic of up to £20,000 and bonus on average would add around £2,500 - £3,000 as well as a comprehensive benefits package including pension.

The Customer Service Consultant position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 20 years experience in this field. Areas of expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support, underwriters and IT related roles. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Check the website and feel free to call Darren Snell at any time.

Apply for Customer Service Consultant

Small Change Project Manager

Ref: arc441

Surrey - Permanent

£30,000 - £35,000

**Hugely successful, expanding Financial Services business **UK No.1 player in their core markets **Small change Project Management role **Act as system SME, executing changes where possible **Involvement in multiple projects, partner on-boarding and new propositions **Looking for contact centreproject management experience.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their main market in the UK and expanding into new, related markets through 2018/19.

The Role: This post is accountable for collating and managing the 'small change agenda’ for our clients 'direct to customer’ arm, meeting changing customer, proposition and operational needs. This will include gathering requirements, acting as system SME, executing changes, testing agreed solutions to ensure BAU is further enhanced and not disrupted by change. Other responsibilities will include:

  • Executing BAU operational change for the Division, which can include internally collating 'small change’ requirements and CRM systems configuration e.g. for on-boarding new customers or changing propositions as well as project support for wider holistic change initiatives by providing expert CRM systems operating knowledge within an Agile working environment.
  • Liaise between this Division and wider shared services, evaluate and refine changes required as well as representing the Division in prioritisation meetings.
  • Delivering regular 3rd party system updates. This will include ensuring changes are delivered to deadlines set, collating and managing the necessary test plan and communicating change outcomes to stakeholders.
  • Provide progress reports to your Line manager and actively participate in wider Change meetings to ensure information is shared/received timely and accurately.

Skills / Experience Required: As mentioned above,small change project management experience within a contact centre environment is required. You should also be able to prove a track record of achieving system/process improvements and the ability to design with the customer in mind.

Additional Information: The salary for this role is around the £30,000 - £35,000 mark. There is a healthy bonus in addition as well as a pension scheme, study support and a variety of life/health benefits.

Apply for Small Change Project Manager

Support Administrator

Ref: arc430

Surrey - Permanent

£15,800 + bonus c.£1,750

**A genuine ‘foot in the door’ opportunity **An opening possibly for a school/college leaver, someone working in retail and looking for their first office role **Some previous office based administration experience would be ideal, but not essential **This company has expanded from a start-up in 2004 to around 1,000 people and that will only grow as they develop new products and new teams spring up – a great place to build a career.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their market in the UK and expanding into new, related markets through 2018.

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

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

Skills / Experience Required: As mentioned above, our client is open to options, from people with previous office based administration experience, to school/college leavers and people looking to change industry by moving into their first office role. You must be keen to learn and progress, be motivated, organised as well as articulate and sensible, a team player. You should have a minimum of 5 GCSE’s including Maths and English grade C (or equivalent). You should be willing to pursue any relevant professional qualifications deemed relevant, be literate with MS Office and possess strong communication skills.

Additional Information: The salary is £15,800 and bonus would add around £1,750 on average. There is also a pension scheme, 25 days holiday, PMI, GymFlex, Cycle to work scheme and Death in Service benefits.

Apply for Support Administrator

Paraplanner

Ref: arc440

Hampshire - Permanent

£45,000 - £50,000

**Highly profitable, expanding wealth management business **Excellent working atmosphere, good team bond very evident **Focus initially on SIPP’s/Personal Pensions/Pension Transfers/VCT’s **Business diversifying, soon to take on DB transfers **Looking for a very experienced Paraplanner **Not responsible for any support staff, but certainly acting as a mentor and assisting with team up-skilling.

The Company: This is an innovative wealth management business with impressive fee income figures and a management team keen to diversify and continue to move the business forward on a strong upward curve.

The Role: This business largely focuses on clients that are company directors, contractors, self-employed etc, generally with incomes of £100,000+. This part of the group currently consists of 4 IFA’s, soon to be 6 and a further 4 support staff / paraplanners who have grown and developed with the business. Our client needs to inject more experience into this support team, ultimately the aim being that this person can impact the business as a whole, helping to train the current support staff and increase the level of service they can offer their clients. You will not support one IFA in particular, the support work is spread around the team, but as the senior in the team, you will be expected to take a fact-find, do the research, product the suitability report and importantly, actually challenge the IFA’s on the advice they are giving when you feel it is necessary.

Skills / Experience Required: It is essential that you possess several years paraplanning experience and solid experience dealing with a variety of pension products, ideally SIPP’s/Personal Pensions and possibly pension transfers. Someone who is Diploma qualified is ideal, but really the experience is of more value to our client and they are keen to find someone with good communication skills and a real teamwork ethic.

Additional Information: This role comes with a salary to £50,000 with bonus in addition. Free car parking is also available.

Apply for Paraplanner

Call Handler / Administrator

Ref: arc295

Surrey - Permanent

To £22,400+bonus+overtime

**A genuine chance of progression **Recent graduates with some customer service experience considered **A mix of inbound mortgage query handlingand administration **This business has expanded the workforce by 20-25% over the last 3-4 years to around 170 people **Role open due to internal transfers **If you want to utilise your customer service/call centre skills, take on some administrative responsibilities and progress through the company, this client gives you the tools to achieve that.

The Company: Our client is a highly professional financial services company who base their customer services model on just that, first rate customer service as opposed to the hard sell. Mortgages and Investment are their key markets with this role initially based within mortgages function.

The Role: The requirement is for one person to join the Customer Service teams now numbering c.25 staff. The focus is on servicing existing customers with regard to their mortgage product. 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 transfer into our clients investment division and into 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 - 5.30pm, so you would work for 7.5 hours between these times. There is a requirement to work, on average, one Saturday per month and those hours are 9am - 12pm for which you get 1.5 x hourly rate.

Skills / Experience Required: As mentioned above, our client will consider recent graduates with some customer service experience and for those with work experience, a background in financial services, banking or insurance would be ideal alongside solid customer service/call centre experience. Good MS Office experience is required, along with good communication skills, an eye for detail and the ability to work accurately within a fast paced environment.

Additional Information: This is a great opportunity for career progression. Salary is to £22,400 along with an annual bonus, good company benefits inc. pension and professional study sponsorship. The Saturday overtime and company bonus would mean someone on a basic of £22,400 would likely earn around £23,500 + the other benefits.

Apply for Call Handler / Administrator

Mortgage Administrator

Ref: arc433

SW London - Permanent

£25,000 - £30,000

* An award winning mortgage brokerage. * The MDis one mortgage networks no.1 Broker. *Open to recruiting a Mortgage Administrator who wants to become a Broker. *Also open to hiring a Junior Paraplanner or Senior Mortgage Administrator who wants to commit to admin/paraplanning. *Any CeMAP passesbeneficial. *Must have a positive attitude with a strong work ethic and a team player.

The Company: This brokerage numbers 7 staff and has been operating almost 10 years and are based a short walk from Putney Bridge and Parsons Green tubes and less than 1 mile from Putney Station.

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

  • Establishing courteous relationships with clients

  • Meeting and greeting all visitors to the office

  • Answering and forwarding all incoming calls to the correct member of the team

  • Completing the Client Completion Packs

  • Raise all new cases on the in-house software - Mortgage Stream, Pipeline and Horizon

  • Ensuring that all case paperwork and client correspondence is up to date and filed away appropriately

  • Liaise with Insurance Providers, Clients, Colleagues and GP Surgeries, dealing with their queries concerning Life & General Insurance applications

  • Getting suitable terms for client from Providers

  • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers

Skills / Experience Required: At the higher end of the salary range, our client is looking for people with significant mortgage administration experience, possibly some paraplanning experience and some CeMAP passes. At the lower end of the scale, some mortgage admin experience is needed and ideally someone who eventually would want to develop into a Mortgage Broker. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail.

Additional Information: The salary is £25,000 to £30,000 with bonus c.£1,250 in addition. Hours are 9am - 5pm with some flexibility.

Apply for Mortgage Administrator

Sales Support / IFA Administrator

Ref: arc435

Surrey / Middx Borders - Permanent

£19,000 - £24,000

This role represents a great chance for someone with some initial IFA Administration / Sales Support experience who has had exposure to Intelligent Office / Intelliflo, to gradually move into a Senior Administrator and then Paraplanner role. This opening is a real mix of sales support work, getting involved with valuations and around 20% of your time dealing with Front of House duties.

The Company: Our client is an established IFA business operating for over 40 years, currently number 10 staff and they enjoy a very close knit, friendly atmosphere where everyone contributes to a real team effort. Their focus in terms of product is really within individual pensions and investments with some GPP’s schemes also under their management.

The Role: The role as mentioned is split into three parts, around 40% of your time will focus on valuations work, around 40% on other administrative responsibilities and 20% relates to generic Front of House duties. The main duties break down as follows:

  • Producing valuations
  • Post-sales administration work
  • Working on Letters of Authority
  • Taking incoming calls and directing appropriately
  • Sorting a variety of post that comes into the office
  • Occasional client meet and greet responsibilities

Skills / Experience Required: Previous experience with Intelligent Office / Intelliflo is essential and a background in IFA administration / sales support. You must be a good team player, a natural communicator and positive individual.

Additional Information: The salary is up to £24,000 with bonus of c.10%, full exam support, private medical cover, a pension contribution from the company of up to 8%, 23.5 days annual leave and a cycle to work scheme. Working hours are Monday to Friday 8.30am to 5pm.

Apply for Sales Support / IFA Administrator

IFA Administrator

Ref: arc404

Surrey - Permanent

£19,000 - £25,000

  • A genuine chance to progress from administration through to a Paraplanner or Advisor role long-term.
  • Training and progress through to Diploma status and beyond encouraged

  • Do you have paraplanning, IFA admin or general Financial Services/Banking admin experience? Read on.

The Company: Our client is a renowned private investment and wealth management business that is committed to providing a high level of customer service as well as an incredible support to their employees. They have grown to 12 staff and have a fantastic atmosphere in the office, so team fit is really important.

The Role: You will be expected to work alongside the IFA’s as part of the Administration and Support Team assisting them in the servicing of existing clients, whilst adhering to strict FSA regulations and internal policy and procedure. Excellent training and development is available with full support and encouragement to complete industry qualifications and CPD. The main elements within your brief include:

  • Investment administration and fund switches for a big part of this role

  • Obtaining literature and forms from providers and pre-completing basic client details

  • Contract note reconciliations and maintaining client records

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

  • Conducting electronic checks for new and existing clients, periodically requesting AML documents from clients

  • Liaise with product providers to ensure all applications are received, completed and attend to outstanding requirements, communicating with the relevant Adviser

  • Handling a variety of customer enquiries

Skills / Experience Required: You should have solid administration experience within the financial services sector – any background dealing with investments, pensions and life products would naturally be an advantage. A good working knowledge of Word/Excel/Outlook is required, a professional and committed approach to work, a drive to develop within the industry and able to work under your own initiative.

Additional Information: The salary for this role ranges from £19,000 to £25,000 and in addition there is 25 days holiday, DIS and Income Protection.

Apply for IFA Administrator

Senior Pensions Administrator

Ref: arc434

Surrey - Permanent

£30,000 - £32,000

GENUINELY EXCITING OPPORTUNITY. This industry leading business is looking to add someone with solid Final Salary pensions administration experience to a hugely profitable team. In amongst a business of over 1000 people, this team of 40 generate half of the companies profit and is seen as vital to the growth of the business through 2018/19. If you have Defined Benefit admin experience and want to be part of something big, this opening has got to be worth looking into.

The Company: Our client is a well-respected, progressive and successful Financial Services company, the number 1 provider in their main market in the UK and expanding into new, related markets through 2018/19. From managing 15 DB schemes in 2016, this will be over 80 by late 2018.

The Role: This post is partly responsible for supporting the work carried out by their Pension TPA, so the work will be quite varied, meaning that aside from solid Final Salary experience, good communication skills are vital also. The main areas of your remit will include:

  • Checking day to day operational tasks including member queries, monthly funding, reinsurance reporting and data validation
  • Checking the payroll calendar, checking payroll recs to ensure reports are issued to clients and checking the monthly reinsurance reporting
  • Overseeing the provision of scheme factors and transfer values to TPAs for the issue of member quotations and settlement of benefits ensuring internal SLA’s are maintained.
  • Supporting the DB Operations Manager in the daily management of the outsourced TPA arrangements
  • Also supporting the DB Operations Manager in the delivery of two key administration projects to transfer the outsourced administration from one provider to another outsourced provider
  • Undertaking TPA audits and Operational audits of the TPA and incumbent administrators.
  • Tracking and completing any agreed trustee reporting ensuring delivery to agreed dates.

Skills / Experience Required: Naturally, good Final Salary / Defined Benefit pensions administration experience is key. It is essential that you are someone who is client/customer focused, coupled with the ability to manage your own workloads and prioritize a number of different tasks, including projects, based on business volumes and priorities. Any previous supervisory or checking experience would be useful, but not essential.

Additional Information: The salary for this role is around the £30,000 mark with some flexibility possible. There is a healthy bonus in addition as well as a pension scheme, study support and a variety of life/health benefits.

Apply for Senior Pensions Administrator

IFA Administrator Support

Ref: arc432

London - Permanent

£25,000 - £32,000

An expanding IFA business is looking for an experienced IFA admin/sales support professional to help support one specific IFA within an administration team of 9 people. The role is based around private clients and will expose you to a wide range of products, the role becoming vacant due to an internal move. The main requirement being that you have at least 18 months IFA admin/sales support experience within a similar business.

The Company: This IFA had been established for over 10 years, currently numbers 12 people in total, with this figure set to increase over the next 12-18 months. The office is based within easy walking distance of Blackfriars, Mansion House, City Thameslink, Cannon Street and St Paul’s stations, close to the Millennium Bridge.

The Role: This post is based around providing dedicated support to one Adviser but will also involve assisting in and helping to develop the current processes, liaising with financial providers as well as clients and other relevant third parties. You will be working directly with advisers and their clients on a daily basis and as such, strong attention to detail, good communication skills and a solid work ethic are essential. Your main duties will consist of:

  • Pro-actively liaising with clients, advisers, providers and other members of your team to request documentation and provide progress reports.
  • Managing the advisers day to day activities
  • Using the In house system “Xplan”.
  • Completing reports and client packs ready for use of the adviser
  • Maintaining pipelines, regularly contacting lenders/providers to facilitate case progression.
  • Working with the adviser to ensure that regulated transactions are compliant, i.e. suitability letters and file notes are completed within the designated time-frame.
  • PA general duties to include - Managing diaries/organising meetings and appointments and dealing with correspondence including phone calls.

Experience/Skills Required: The ideal candidate will have experience of working in an administrative role in financial services, and have the ability to pro-actively support and assist within a team environment. You will have a strong compliance background and have some experience in writing detailed suitability reports. Ideally you will have RO1 – RO4 to your name and be willing to study further. Our client would also like you to be comfortable with MS Outlook, Word and Excel, be highly organised, motivated, efficient, hard-working, a team player and able to follow instruction.

Additional Information: The salary is £25,000 - £32,000 with bonus adding around £2,000 on average.

Apply for IFA Administrator Support

Senior Pensions Administrator

Ref: arc323

Surrey - Permanent

£25,000 - £29,000

These (four) openings are with a major player in the Financial Services market that is committed to training and developing staff, therefore they are very keen to work with people who want to learn. These posts are open for people with any type of pensions administration background, although DC/Money Purchase experience would be ideal. An interesting area of pensions, focussing on retirement, death, divorce and ill-health cases - all within a growing team of 15. Genuine career prospects.

The Company: Our client is a global entity employing over 5000 people in 24 countries. They administer over £200billion in funds worldwide and this office is a fantastic complex consisting of over 1000 people.

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

  • Accurately processing financial transactions for Retirement, Death and Divorce, including cases with Protected Tax Free Cash (PTFC) and Guaranteed Minimum Pension (GMP) calculations.

  • Quality checking PTFC and GMP calculations

  • Organise the day to day planning of your workload.

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

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

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

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

Skills / Experience Required: Prior pensions administration experience is absolutely essential. Ideally this experience will be within DC schemes with prior exposure to PTFC and GMP calculations, but this is not essential. You must be a self-starter, keen to learn, able to demonstrate a good use of initiative and can respond rapidly to changing agendas. Strong communication skills are vital as are good numeracy and computer literacy (Excel, Word and Powerpoint).

Additional Information: This role comes with a salary around the £25,000 to £29,000 range. Bonus is worth c.£2,250 and the generous pension worth up to an additional £3,700 + further benefits and study support. Hours are Mon - Fri, 9am - 5pm with some overtime available.

Apply for Senior Pensions Administrator

Mortgage Administrator

Ref: arc425

Herts - Permanent

£17,000 - £24,000

This role is based around the administration of a number of mortgage cases, managing those cases from submission to offer and from offer to completion. Whilst mortgage experience is ideal, our client will consider administration experience in any area of banking, insurance or financial services. Over the long-term, if candidates wanted to eventually move into mortgage advising, this company will provide you the opportunity to do that.

The Company: Our client is an established, growing mortgage brokerage which currently numbers 13 staff, rising very shortly to 15 and this expansion is expected to continue slowly but surely.

The Role: This role sits within an administration team of three, this role taking the team to four with possibly one more to join in the not too distant future. You will support two Mortgage Brokers and report into the Practice Manager. You will look after everything that is required from an admin perspective, to ensure that a submitted mortgage case eventually completes, so whilst it is admin based and requires good attention to detail, there are a number of external parties that you will liaise with, so good communication skills are also a necessity. Your main responsibilities are as follows:

  • Administer, prepare and submit mortgage, general insurance and protection applications on behalf of the Mortgage Adviser

  • Manage a pipeline of cases passed on by the Mortgage Adviser

  • Act as a point of contact and dedicated support to clients, as well as Lenders, to ensure mortgage offers are issued as quickly and smoothly as possible

  • Ensure you are building and maintaining rapport with lenders/BDM’s

  • Get to know your way around all ID, bank statements and income verification i.e. Payslips, Accounts, SA302’s, Tax overviews and proof of deposit via bank statements etc

  • Keep up to date with lenders packaging criteria and deal with invoicing and chasing fees

  • Keep up to date with compliance requirements

  • Maintain a paperless office, therefore everything should be scanned and shredded

Skills / Experience Required: Some Financial Services, Banking or Insurance administration experience is required, with our client naturally preferring a mortgage based background. Good communication skills are vital, able to work quickly but with accuracy and an eye for detail being key.

Additional Information: The role pays a basic of up to £24,000 and bonus can add £2,000 over the year. Whilst no car parking available on site, there is plenty of parking available in the local area and the office is a 7-8 minute bus ride from Elstree & Borehamwood station. This is a permanent role and genuinely offers a route into a Mortgage Advisor career if that is the direction you want to take in a couple of years. The hours are Mon - Fri, 9.30am - 6pm.

Apply for Mortgage Administrator

Pensions Customer Services

Ref: arc371

Surrey - Permanent

£22,000 - £23,000

This role represents a genuine opportunity for either a recent graduate with some work experience or people with office based customer services or call centre experience, to work for a global Financial Services company - if they can show enthusiasm, energy and the ability to multi-task. There is a c.10% bonus and 13% pension, taking the package to over £28,000.

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

The Team: This area of the business is expanding quickly - currently consisting of 40 people and expanding to around 50 as demand for this service increases. The Phone Teams respond pro-actively to resolve incoming phone call queries from Financial Advisers as well as direct customers. We have placed one of the Managers you would report to and in turn their Senior Manager and can assure you this is a superb management team to work for, excellent people with great reputations and very good at developing people.

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

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

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

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

Additional Information: The salary for this role is £22,000 - £23,000 and bonus would add around £2,000 and the pension can also add c.£3,000 plus a variety of other benefits. The main consideration is the progression though, good people can without doubt, progress if they apply themselves. The hours are shifts of 8am - 4pm, 8.30am - 5pm and 9am - 5.30pm with some flexibility.

Apply for Pensions Customer Services

Senior Compliance Consultant

Ref: arc230

Oxford: HOME BASED - Permanent

£35,000 - £42,000

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

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

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

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

Skills / Experience Required: You must have a strong compliance track record with an in-depth knowledge of retail investment products. You should possess the ability to digest and communicate complicated rules and regulations as well as having a good understanding of the FSA Handbook relevant to small firms. Naturally you are expected to have superb interpersonal skills, a collaborative approach and high quality presentation skills. Our client is looking for candidates with G60 to their name and someone who isLevel 4 qualified.

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

Apply for Senior Compliance Consultant

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

    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

    Had asked ARC to help recruit a Flex Team Administrator

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

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

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

    CANDIDATE - seeking move from Investment Mngt into an IFA firm

    Placed candidate into a Paraplanner role in Surrey/South London

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

    CANDIDATE - A Marketing Comms Exec

    Accepted a Senior Marketing Exec role with a leading product provider

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

    CANDIDATE - A PA/Paraplanner

    Accepted an IFA Coordinator role with a retirements provider in Surrey

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

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

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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.

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

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

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

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

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

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

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

    Accepted role as an Analyst for a pensions provider in Surrey

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

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

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

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

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

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

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

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

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

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

    CLIENT - Only Chartered IFA business in Rutland

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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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