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Financial Services Jobs

Marketing Manager (Email)

Ref: arc482

Surrey - Permanent

£30,000 - £45,000

**Marketing Manager (Email) **Surrey **To £45,000 + bonus/pension c.£12,500 **Create and develop email communication strategies, get involved in customer journey mapping, analyse & report on campaign effectiveness and develop testing strategies **This client is a big player within Financial Services and can offer genuine long-term prospects.

The Company:Our client is a leading player in Financial Services, employing over 5,000 people and known for their training and development of staff. This is a team of 8 with several Marketing Automation Consultants in addition.

The Role:Reporting to the Head of Email Marketing, you will be responsible for creating and developing communications strategies using a creative approach to secure and manage target audiences whilst delivering outstanding campaigns. Working with Account Managers and Marketing Managers, you will support the development, creation and delivery of engaging, data-driven, cross-channel communications to drive acquisitions, increase conversion, improve retention and customer loyalty. Your core responsibilities include:

  • Plan and deliver data-led personalised email communication strategies encouraging customer retention and customer loyalty.
  • Customer Journey Mapping, analysing touch points with the organisation and maximising commercial opportunities.
  • Build collaborative relationships with all marketing teams to gain an in-depth understanding of the customer base through insight, segmentation and data analysis
  • Analyse and report on campaign effectiveness in terms of traffic, acquisition, conversion, retention and revenue
  • Develop testing strategies for all aspects of email to ensure the most effective approach for the company and its customers/clients.
  • Develop marketing automation processes to increase the frequency and relevance of targeted marketing communications
  • Create reports and insight from campaign analytics to provide deeper strategic direction for the campaigns

Skills / Experience Required:For the Marketing Manager (Email) role, our client is looking for experience in delivering and measuring an engaging email/marketing automation strategy suitable to B2B and B2C services and the overall customer journey, preferably with back-end system knowledge. If someone does not have any B2B experience, they must have previoously set CRM strategy, not just fulfilled it. You should be creative and be able to use your initiative to develop new ideas. A strong background in customer acquisition, re-engagement and retention strategies is required and you should also be capable of inspiring strong collaboration in an organisation. You should also have knowledge of customer segmentation, list management, deliverability and GDPR regulation.

Additional Information:The salary for the Marketing Manager (Email) role is up to £45,000 with the bonus and pension contribution from our client amounting to c. £12,500 with various life and health benefits in addition.

Apply for Marketing Manager (Email)

Mortgage Underwriting Manager

Ref: arc476

Surrey - Permanent

£negotiable

**Mortgage Underwriting Manager **Surrey **Salary negotiable, bonus to 25%, pension to 15% **Genuine chance to progress in the medium term with the No.1 player in this particular market **Looking for mortgage underwriting experience in any mortgage lines, having held a mandate for at least 2 years and with previous supervisory experience.

The Company:Our client has expanded to over 1,000 people in 15 years, is a well-respected, progressive and successful Financial Services company and expanding into new, related markets through 2020.

The role:This role will see you review and approve lifetime mortgage applications to an agreed mandate level and act as a subject matter experience for Lifetime Mortgages, ensuring that Lifetime Mortgages are originated within the businesses risk appetite and in accordance with appropriate policies. Your main responsibilities include:

  • Act as the deputy to the Credit Policy Manager on occasion, as part of your longer-term personal development plan.
  • Act as a source of advice and guidance in interpreting Lending Policy to brokers and other team members, as well as helping the Underwriting team develop the skills and competency required to deliver the high-quality decisions that the business demands.
  • You will be required to exercise discretion on cases outside of standard lending policy, balancing risks within the overall business risk appetite.

Skills / Experience Required:To apply for the Mortgage Underwriting Manager role, you should have underwriting experience gained working for a mortgage lender, holding a personal mandate to approve mortgage applications over at least the last 2 years. Good knowledge of secured lending and property related matters with an ability to interpret and communicate lending policy. You should also have the ability to mentor, train and coach others in technical areas, demonstrating the ability to lead, on a day to day basis, a small team of experienced Underwriters.

Additional Information: The Senior Lifetime Mortgages Underwriter package is negotiable with bonus to 25%, 25 days holiday plus your birthday off, company pension to 15% and various life/health benefits.

Apply for Mortgage Underwriting Manager

Compliance Manager

Ref: arc484

Chester - Permanent

£50,000 - £60,000

**Compliance Manager, Chester, salary to £60,000 **Looking for someone with sound compliance experience within an IFA/Wealth Management practice, must be Level 4 as a minimum – possibly someone who wants to progress to a CF10 role **Growing IFA business, two new offices being added to the group early 2020.

The Company:Our client is an expanding IFA business of around 20 people, growing to 25 very early 2020 and beyond that number throughout the year. The company tends to focus on pensions, IHT and various investment portfolios,providing a highly personalised financial planning service.

The Role:The purpose of the role is to keep up-to-date with regulatory developments and help ensure that senior management and decision makers are advised in a timely manner of all rule changes. You will create and implement processes to identify training & development needs aimed at achieving, maintaining and developing the competence of the firm’s Advisers as well as back office staff. You will ensure that the firm has adequate and updated AML procedures in place and that all staff are aware of them and apply them. In addition, you will support the CF10 function and you have the opportunity to work towards being our clients Compliance Oversight Manager. Within all of this, your main accountabilities will include:

  • Ensuring suitable and relevant CPD is undertaken at least annually to maintain role competence
  • Make sure that learning is applied to the workplace in a timely fashion and it application reviewed
  • Supporting the CF10 to ensure the firm responds to requests for information from the FCA in a timely manner and makes prompt reports & notifications to the FCA
  • In terms of risk management, focus key efforts in areas of potential risk
  • Make sure that up-to-date procedures are in place, such as T&C, complaints handling, financial promotions and that all staff are aware of and apply them
  • From a T&C angle, make sure that processes are there to ensure new approved persons are suitable for their role prior to FCA approval for commencing duties
  • Conduct an annual review of approved persons and document all new recruits training

Skills / Experience Required:For this Compliance Manager role you must have a solid compliance background within an IFA or Wealth Management practice and be at Level 4 Diploma standard as a minimum. Strong communication skills, organisational skills and the ability to work calmly under pressure are also vital requirements for our client. Must be able to drive as you will need to visit the other group offices within the area.

Additional Information:The salary for the Compliance Manager role is £50,000 - £60,000. Car parking available, possible opportunity to work from home at least once a week after probation.

Apply for Compliance Manager

Senior Pensions Administrator

Ref: arc480

Croydon - Permanent

£27,000 - £34,000

**Senior Pensions Administrator **Surrey/London borders **£27,000 - £34,000 + bonus/pension

**Do you crave abroader job spec, more variety? **Do you want to get away from beingpigeon-holed, working on a specific pensions admin function,a small part of the process? **Do you want to learn more? **This role represents a real chance for people with DB pensions admin experience to work for a team where there is a real togetherness, a good working atmosphere, with genuine support from management for exams and a company that does not run backlogs.

The Company:Our client has been growing around 20% per year. Their pensions admin function makes up about half of the workforce, where the focus is DB clients and some DC. Whereas with some TPA companies, Pensions Admin staff can get to work quite narrow, basic specs, this company wants people who want to grow, learn more about the business and really widen their skill-set.

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

  • Prioritising work to ensure delivery in accordance with client Service Level Agreements.
  • Processing scheme events within target, ensuring compliance with internal standards/scheme/legislative rules.
  • Peer reviewing and checking member and scheme events processed by less experienced Administrators to ensure they comply with the scheme rules and legislation.
  • Producing letters, emails and reports based on set templates as well as producing bespoke letters & emails.
  • Answering incoming calls and resolving queries.
  • Attendance of Trustee or client meetings.
  • Attending internal/external meetings to provide support and guidance on related client administration issues.
  • Participation in ad-hoc administration projects/exercises.

Skills / Experience Required:For the Senior Pensions Administrator role our client is looking for an A-Level or equivalent academic background, at least 3-4 years DB administration experience, strong technical pensions and legislative knowledge and someone who has worked within a TPA environment.

Additional Information:The salary for the Senior Pensions Administrator role is up to £34,000 with bonus c.£1,500 and a pension contribution from our client of up to 7% with various life & health benefits in addition.

Apply for Senior Pensions Administrator

Pensions Administrator

Ref: arc481

Croydon - Permanent

£24,000 - £28,000

**Pensions Administrator **Surrey/London borders **£24,000 - £28,000 + bonus/pension

**Genuine opportunity to learn & develop **Do you have a DB admin background but want a broader job spec, more variety and WANT TO LEARN MORE? **This role represents a real chance for people with DB pensions experience to work for an administration team where there is a real togetherness, a good working atmosphere, with first class support from management for exams and a deeper level of involvement than with most TPA's.

The Company:Our client has been growing around 20% per year. Their pensions admin function makes up about half of the workforce, where the focus is DB clients and some DC. Whereas a lot of Pensions Admin staff work quite narrow specs within a particular function or part of the process, this company wants people who want to grow, learn more about the business and really widen their skill-set.

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

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

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

Additional Information:The salary for the Pensions Administrator role is up to £28,000 with bonus c.£1,300 and a pension contribution from our client of up to 7% with various life & health benefits in addition.

Apply for Pensions Administrator

Pensions Admin Manager

Ref: arc485

Surrey - Contract

£35,000 - £41,000

**Pensions Administration Manager **Surrey **Salary to £41,000 **12 month fixed term contract to cover maternity **Still represents a chance to impress for a growing area of the business **Must have some management experience in addition to a DB pensions admin background.

The Company:A growing Financial Services company who is putting more and more resources into their Final Salary operation and is now considered one of the major players in the UK market.

The Role:The DB Pensions Administration Manager role is responsible for the underwriting support team and the DB administration team. The role will be responsible for allocating and checking all of the daily operational tasks such as collation and recording of accurate medical underwriting information, member queries, monthly funding, reinsurance reporting and data validation. The role will also include ensuring there is adequate support for the DB Client Relationship Transition Managers and Implementation Managers with their administrative matters such as checking payroll calendars, annual payroll approvals for new schemes and monthly funding for schemes in data cleanse. An involved role, main responsibilities including:

  • Manage the DB administration team, working with administration and reinsurance partners as required, to ensure all admin tasks, underwriting projects, member and trustee queries and complaints are responded to in a timely manner and in line with SLAs
  • Ensure adequate, qualified, resource within the team to support existing and future new business ensuring the provision of relevant training and support to team to meet business demands
  • Manage the completion of routine DB operational tasks
  • Manage the completion of routine underwriting administration tasks, as required for all underwriting projects
  • Provide support for transition team on new transaction admin including the completion and checking of payroll calendars, monthly funding in data cleanse and annual payroll approvals

Skills / Experience Required:For the Pensions Administration Manager role you need to have previous DB pensions administration experience and some managerial experience. Any previous exposure to medical underwriting would also be extremely useful. Previous projects involvement would be an advantage, as would experience of working with Trustees.

Additional Information: The Pensions Administration Manager package is a salary of up to £41,000.

Apply for Pensions Admin Manager

Compliance Manager

Ref: arc484

Oswestry - Permanent

£50,000 - £60,000

**Compliance Manager, Oswestry, salary to £60,000 **Looking for someone with sound compliance experience within an IFA/Wealth Management practice, must be Level 4 as a minimum – possibly someone who wants to progress to a CF10 role **Growing IFA business, two new offices being added to the group early 2020.

The Company:Our client is an expanding IFA business of around 20 people, growing to 25 very early 2020 and beyond that number throughout the year. The company tends to focus on pensions, IHT and various investment portfolios,providing a highly personalised financial planning service.

The Role:The purpose of the role is to keep up-to-date with regulatory developments and help ensure that senior management and decision makers are advised in a timely manner of all rule changes. You will create and implement processes to identify training & development needs aimed at achieving, maintaining and developing the competence of the firm’s Advisers as well as back office staff. You will ensure that the firm has adequate and updated AML procedures in place and that all staff are aware of them and apply them. In addition, you will support the CF10 function and you have the opportunity to work towards being our clients Compliance Oversight Manager. Within all of this, your main accountabilities will include:

  • Ensuring suitable and relevant CPD is undertaken at least annually to maintain role competence
  • Make sure that learning is applied to the workplace in a timely fashion and it application reviewed
  • Supporting the CF10 to ensure the firm responds to requests for information from the FCA in a timely manner and makes prompt reports & notifications to the FCA
  • In terms of risk management, focus key efforts in areas of potential risk
  • Make sure that up-to-date procedures are in place, such as T&C, complaints handling, financial promotions and that all staff are aware of and apply them
  • From a T&C angle, make sure that processes are there to ensure new approved persons are suitable for their role prior to FCA approval for commencing duties
  • Conduct an annual review of approved persons and document all new recruits training

Skills / Experience Required:For this Compliance Manager role you must have a solid compliance background within an IFA or Wealth Management practice and be at Level 4 Diploma standard as a minimum. Strong communication skills, organisational skills and the ability to work calmly under pressure are also vital requirements for our client. Must be able to drive as you will need to visit the other group offices within the area.

Additional Information:The salary for the Compliance Manager role is £50,000 - £60,000. Car parking available, possible opportunity to work from home at least once a week after probation.

Apply for Compliance Manager

Trainee Financial Advisor

Ref: arc483

Birmingham - Permanent

£30,000 - £36,000

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

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

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

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

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

Apply for Trainee Financial Advisor

DC Pension Complaints Handler

Ref: arc479

Surrey - Permanent

£25,000 - £28,000

**DC Pensions Complaints Handler **Surrey **£25,000 - £28,000 + bonus/pension to £6,000 **This role represents a genuine opportunity for people with Defined Contribution (DC) pensions experience to work for a global, blue-chip **If candidates can show enthusiasm, good organisational skills and a 'can do’ attitude, there are real prospects to further your career.

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

The Division:There are 1,600+ people in this office and the Client Engagement team supports the retail and workplace investing business channels. They play a crucial role in establishing a consistent voice in response to client needs, whether expressed through feedback, complaints or social media.

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

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

Skills / Experience Required:For the DC Pension Complaints Handler role, our client is looking for people with DC pensions experience, a background in complaints is not by any means essential. Excellent organisation skills are key, and you need to be a problem solver with keen analytical and investigative skills, good interpersonal skills and the ability to influence and negotiate at all levels. You should also be an experienced user of Microsoft Office - Word, Outlook and Excel.

Additional Information:The salary for the DC Pension Complaints Handler role is up to £28,000 with the bonus and pension contribution from our client amounting to c. £6,000 with various life and health benefits in addition.

Apply for DC Pension Complaints Handler

IFA Administrator

Ref: arc469

Surrey - Permanent

£25,000 - £32,000

**IFA Administrator **nr. Guildford, Surrey **To £32,000 + bonus **A professional wealth management practice run by established professionals including a winner of the Financial Adviser of the Year award **Opportunity for someone with solid IFA administration experience to develop and progress within the business **Great team/office atmosphere.

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

The Role:This role 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
  • 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 / wealth management business and previous life policy exposure. Previous exposure to IRESS would be an added bonus but not essential. You must also be an excellent communicator and a genuine team player.

Additional Information:The salary for this role is to £32,000 plus bonus, 25 days holiday, DIS and Income Protection benefits. Working hours are 9am - 5.30pm, Monday to Friday.

Commutable from:Guildford, Woking, Horsham, Godalming, Billingshurst, Aldershot, Farnborough, Farnham, Cranleigh, Hindhead, Milford, Dorking, Horsley, Effingham, Leatherhead, Send, Fleet, Bordon, Petworth, Petersfield, Midhurst

Apply for IFA Administrator

Business Manager

Ref: arc477

Surrey - Permanent

£38,000 - £45,000

**Business Manager **Surrey **to £45k + bonus to 20% & pension to £5,850 **Wide ranging role, supporting change initiatives, cost & headcount management, communications and data analysis **Genuine progression opportunities **Looking for a strong understanding of business process & controls and experience within business operations or change management.

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

The Department:This team provides central support to both UK Financial Services and Global business areas working closely with the CEO and Senior Leadership Team. Responsibilities include data analysis, production of quarterly Business Reviews, preparation of Board reports and senior leadership team support.

The Role:The purpose of this role is to support the Head of Business Change PMO with the effective management of the Global Workplace and Personal Investing business specifically supporting both change initiatives and the business on cost & headcount management, communications, meeting organisation, data analysis and general administration activities. Key responsibilities include:

  • Provide support to the Head of Business Change PMO and coordinate the execution of day to day business management responsibilities with a focus on change management support
  • Organise, facilitate and document key business meetings
  • Oversee and manage costs against budget for specified initiatives
  • Produce and coordinate data and MI to inform key business decisions as well as leading change MI and reporting
  • Support communication across the UK Business including Webchats, Town Halls, informal updates etc. agreeing approach, content and delivery methods
  • Provide regular updates on UK Business activities to a variety of audiences including reporting on change management delivery performance

Skills / Experience Required:To be considered for the Business Manager role, you must have a strong understanding of business process and controls with proven experience in a business operations or a change management environment. Our client will also consider graduates who have held down broad roles within operations/business management over the last couple of years. You will need a hands-on mentality and ability to work under pressure. Strong analytical and problem-solving skills as well as excellent communication and negotiation skills are a must. Technical proficiency in MS Office and data analysis applications, including SharePoint, Excel, PowerPoint and PowerBI is advantageous. Will look at Operations Manager, Performance Manager, Change Manager professionals.

Additional Information:The salary for the Business Manager role is £38,000 - £45,000, with the bonus to 20% and pension contribution from our client amounting to just under £6,000 with various life and health benefits in addition.

Apply for Business Manager

Communications Consultant

Ref: arc478

Surrey - Permanent

£50,000 - £60,000

**Communications Consultant **Surrey **to £60k + bonus to 30% & pension to £7,800 **Wide ranging role, predominantly focused on employee communication campaigns aimed at increasing employee engagement with their pension plan **Genuine progression opportunities **Looking for experience in pensions marketing / communications, ideally with DC scheme experience.

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

The Department:This team supports our clients Workplace Investing channel, providing communication services to existing clients as well as new scheme implementations.

The Role:The Communications Consultants are 'the face’ of this Communications team. The purpose of the role is to provide communication services to our clients UK Workplace Investing channel. The role is focused predominantly on employee communication campaigns aimed at increasing employee engagement with their pension plan.

The role requires the individual to be flexible and able to juggle a number of client relationships. The role holder will pitch to potential clients to win business, manage and implement communication plans and also cover member face-to-face presentations. This role will be based in Kingswood and requires a high level of flexibility in terms of work hours and willingness to travel. Key responsibilities include:

  • Planning/consulting with clients on member communication needs; brief requirements to teams / oversee and manage development and liaise with clients
  • Deliver face-to-face member presentations (both existing client & new business) and attend benefit fairs
  • Info casts / videos - client specific / generic educational [record and edit with media studio]
  • Participate in pitch presentations & site visits - covering communications element of product offering
  • Develop/agree communication strategies around the implementation of new plans

Skills / Experience Required:For the Communications Consultant role you will need broad experience in pensions marketing and communication consulting with good, technical DC pensions expertise. You should have excellent industry knowledge, understanding the client’s needs and challenges. Candidates will need to be effective communicators with polished interpersonal skills, who can flex your style in line with the type of client you are handling. You should also be able to present in front of corporate clients as well as their members/ employees.

Additional Information:The salary for the Communications Consultant role is £50,000 - £60,000, with the bonus to 30% and pension contribution from our client amounting to up to £7,800 with various life and health benefits in addition.

Apply for Communications Consultant

Call Handler / Administrator

Ref: arc295

Surrey - Permanent

£20,000 - £23,600

**Call Handler / Administrator, Epsom, to £23,600 **A genuine chance of progression **A bank/building society background or call centre experience within banking, financial services or general insurance is required **Alternatively our client will look at recent Graduates with some customer service experience **A mix of inbound query handling on mortgage and savings accounts (ISA’s) and administration work **If you want to utilise your customer service/call centre skills, take on some administrative responsibility and progress, this client gives you the tools to achieve that.

The Company:Our client is a highly professional financial services company who base their customer services model on just that, first rate customer service as opposed to the hard sell. Mortgages and Investments are their key markets with this role exposing you to both sides of the business.Our clienthas expanded healthily over the last 3-4 years, now c. 170 people

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

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

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

Skills / Experience Required:As mentioned above, for this Call Handler / Administrator role our client will consider people with a bank/building society background or call centre experience within banking, financial services or general insurance as well as recent Graduates with customer service experience. Good MS Office experience is required, along with good communication skills, an eye for detail and the ability to work accurately within a fast paced environment.

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

Apply for Call Handler / Administrator

Quality Coach/Approver

Ref: arc471

Surrey - Permanent

£strong package

**Quality Assurance Coach Approver **Surrey **Competitive Salary + bonus/pension to £6,000 **Real opportunity for people with complaints experience in financial services, banking or insurance to work for a global, blue-chip **Using your complaints experience to check the quality of the teams calls/email/letter output and coach to ensure this is in line with agreed standards, time-frames and regulatory requirements.

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

The Division:There are 1,600+ people in this office and the Client Engagement team supports the retail and workplace investing business channels. They play a crucial role in establishing a consistent voice in response to client needs, whether expressed through feedback, complaints or social media.

The Role:To ensure that in response to their complaints, customers receive communication in both verbal and written formats of the very highest quality. To coach individuals to attain these standards in their own letters, emails and telephone calls, and develop their capabilities as front-line ambassadors of the company. Key responsibilities include:

  • Ensuring staff understand and adhere to complaints and other regulatory reporting practices
  • Work efficiently and independently to ensure a significant contribution to your team’s targets daily
  • Provide appropriate guidance and feedback to less knowledgeable/experienced staff members on specific cases
  • Explaining UK products and procedures clearly and simply whilst promoting the company’s brand values
  • Monitoring team calls, quality assessing them using appropriate tools and feeding back on quality of calls
  • On-board new starters, upskilling to fill the gap between induction and full team participation
  • Coaching and supporting team members to motivate them to improve their letter writing and call handling skills
  • Identify trends and working with Management to bring improvements to team quality and productivity
  • Working with project team to become SME for new products and services, construct new templates and letters for ad-hoc and ongoing projects that are dealt with by the team you coach

Skills / Experience Required:For the Quality Assurance Coach Approver role, you must have formal complaint handling experience within Financial Services, Banking or Insurance. Excellent organisation skills are key; the ability to manage several tasks simultaneously and to prioritise. You must be able to work under pressure and to tight deadlines, be accurate and pay attention to detail. You must be a proactive team player and able to take the initiative. Excellent communication skills, both written and verbal are critical, in addition to being an experienced user of Microsoft Office – Word, Outlook and Excel.

Additional Information:The salary is very competitive (all details available upon application), with the bonus and pension contribution from our client amounting to c. £6,000 with various life and health benefits in addition.

Apply for Quality Coach/Approver

Senior Paraplanner

Ref: arc472

Surrey - Permanent

£35,000 - £40,000

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

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

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

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

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

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

Apply for Senior Paraplanner

Underwriter Assistant

Ref: arc474

Surrey - Permanent

£20,000 - £23,000

**Underwriter Assistant **Surrey **to £23,000 + bonus to 20% **Genuine route into a full Underwriter role **Hugely successful, expanding Financial Services business **Anopportunity that gives people a route into underwriting but also exposure to one of the quickest growing areas of the business **Pensions experience would be ideal but not essential.

The Company:Our client has expanded to over 1,000 people in 15 years and is a well-respected, progressive and successful Financial Services company and expanding into new, related markets through 2019/20.

The Role:This post is within our clients Defined Benefits (DB) Team. It is crucial to ensuring that the DB Underwriting Team have collected and collated sufficient medical evidence for each scheme and that the medical information is recorded and assessed accurately, within the agreed SLA’s. As an Assistant Underwriter you will be primarily responsible for supporting the DB Underwriting process. You will however, also be responsible for answering member and client queries, representing the underwriting team for internal and external meetings and producing accurate MI and reports as required. The overview of responsibilities includes:

  • Monitoring Outlook mailboxes, responding to or referring emails to relevant colleagues as needed.
  • Collecting medical data from health forms, telephone interviews & GP Reports, accurately recording the data.
  • Assess cases within agreed authority, referring cases outside of own authority to the relevant Underwriters.
  • Supporting with the overseeing of all underwritten schemes, producing and agreeing project plans to ensure underwriting in completed within the agreed time-scales.
  • Appropriately communicate any delays in underwriting to the relevant people at the earliest opportunity.
  • Pro-actively discuss and agree priorities with the team daily to ensure delivery of SLAs.
  • Answer queries from members and clients accurately and professionally.
  • Represent the DB Underwriting Team at internal and external meetings as required.
  • Support the underwriting team with any other underwriting activities including work quality checking, auditing, producing MI and reporting and documenting processes and training material.

Skills / Experience Required:The ideal candidate for the Underwriter Assistant role will have some previous DB experience or experience with other types of pension, but this is not essential. Our client really is looking for a bright, switched on individual, someone who is a self-starter, professional with some previous office experience. You must be a good communicator, organised and a fast learner. Recent graduates with office experience will also be considered.

Additional Information: The Underwriter Assistant package is a salary of £20,000 - £23,000 and bonus to 20% with 25 days holiday plus your birthday off, company pension and various life/health benefits.

Apply for Underwriter Assistant

Mortgage/Savings Administrator

Ref: arc473

Surrey - Permanent

£20,000 - £25,000

  • Mortgage & Savings Administrator
  • Epsom
  • Salary to £25,000 + bonus
  • Looking for recent mortgage administration experience
  • You should also be happy to get involved in training and assist the testing function
  • Long established Financial Services business

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

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

  • Undertake all aspects of complex mortgage administration including Buy to Let mortgages, Transfer of Equity, Interest Only mortgage administration and other special external schemes.
  • Undertake all aspects of Commercial lending administration.
  • Undertake the administration of mortgage arrears operations.
  • Undertake administration of deceased customer accounts, Powers of Attorney and other 3rd party authorities.
  • Undertake administration of all centrally managed reports, including any relevant research, correction or communication that arises and any response management that may be required.
  • Prepare and issue standard or dictated letter responses to customers as appropriate.
  • Provide support to the Service Teams as required and approved by the Central Services Manager.
  • Assist with the training of departmental staff as required.
  • Liaise with external suppliers and maintain business relationships with third parties as required.

Skills / Experience Required:Candidates must have recent mortgage administration experience, be analytical, have an eye for detail and have the ability to be calm under pressure. You will have excellent communication skills as well as being able manage your time effectively. Good knowledge of Excel is also required.

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

Apply for Mortgage/Savings Administrator

Complaints Handler

Ref: arc470

Surrey - Permanent

£strong package

**Complaints Handler **Surrey **Competitive salary + bonus/pension to £6,000 **This role represents a genuine opportunity for people with complaints experience in financial services, banking or insurance to work for a global, blue-chip **If candidates can show enthusiasm, good organisational skills and a 'can do’ attitude, there are real prospects to further your career.

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

The Division:There are 1,600+ people in this office and the Client Engagement team supports the retail and workplace investing business channels. They play a crucial role in establishing a consistent voice in response to client needs, whether expressed through feedback, complaints or social media.

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

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

Skills / Experience Required:Our client is looking for people with formal complaint handling experience within Financial Services, Banking or Insurance. Excellent organisation skills are essential, and you need to be a problem solver with keen analytical and investigative skills, good interpersonal skills and the ability to influence and negotiate at all levels. You should also be an experienced user of Microsoft Office - Word, Outlook and Excel.

Additional Information:The salary is very competitive (all details available upon application), with the bonus and pension contribution from our client amounting to c. £6,000 with various life and health benefits in addition.

Apply for Complaints Handler

Office Manager/PA

Ref: arc456

South-West London - Permanent

£34,000 - £40,000

**Office Manager/PA **West London **£34,000 - £40,000 **An established Mortgage Brokerage is looking for an Office Manager to oversee the processes within the office and manage the support function/team as the team expands **The MD is one mortgage networks No.1 Broker **Really key role for the business, looking for someone who has office management experience, ideally within a Mortgage Brokerage or IFA office, but office management experience in any sector will be considered.

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 supervising and monitoring the work of the administrative staff within the business as well as managing the office functions/processes. The office currently numbers 7 people but this figure will be increasing. There will also be some PA duties to take care of for the MD and organising company events inc. booking travel/accommodation requirements. Within all this, the additional duties will include the following:

  • Maintaining office services by organising daily office operations and procedures; designing/optimising filing systems; reviewing and approving supply requests.
  • Dealing with daily correspondence, general inquiries, ensuring each client is treated the same and has suitable ‘after-care’.
  • Managing office budgets, petty cash, invoices.
  • Liaising with staff, suppliers and clients, calling clients directly to see if they require any additional help.
  • Maintaining procedures/office administrative systems.
  • On-boarding and organising any induction programmes/courses for new employees.
  • Ensuring that health and safety policies are up to date.
  • Assisting the HR function by keeping personnel records up to date, arranging interviews etc.
  • Providing historical reference by defining procedures for retention, protection, retrieval, transfer, and disposal of records.
  • Maintaining office efficiency by planning/implementing office systems, layouts, and equipment procurement.
  • Work with the design team to structure the best marketing and online campaigns to aid the company’s growth.

Skills / Experience Required:To be considered for the Office Manager/PA role our client is looking for previous office management experience, ideally within Financial Services, but solid experience in any sector will be considered. A strong work ethic is essential as are good communication skills and the ability to pay attention to detail. Good organisational skills are key and a background of improving/implementing new processes.

Additional Information:The salary for the Office Manager/PA role is £34,000 to £40,000 with bonus in addition. Hours are on a rolling monthly rota (8.30am – 4.30pm, 9am – 5pm and 10am – 6pm).

Apply for Office Manager/PA

Mortgage Administrator

Ref: arc433

SW London - Permanent

£25,000 - £38,000

**Mortgage Administrator **London SW6 **£25,000 - £38,000 doe **An established, expanding Mortgage Brokerage is looking for a Mortgage Administrator to help support the leading Mortgage Broker in one particular network **A thriving business, happy to help this person develop into a Paraplanner **Really important role for the business, submitting applications, chasing cases, liaising with Lenders and getting offers over the line **At least 2 year's recent mortgage administration experience is key.

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 over 10 years, based in West London with a leading industry figure at the helm.

The Role:This Mortgage Administrator 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:For this Mortgage Administrator post, our client is looking for people with a minimum of 2 years mortgage administration experience, submitting cases and chasing through. A strong work ethic is essential as 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. The team environment is really positive, so being a good team player is essential.

Additional Information:The salary is up to £38,000 for the perfect candidate with bonus in addition. Hours are on a rolling rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm). A great career opening, genuine chance to develop.

Apply for Mortgage Administrator

IFA Administrator

Ref: arc468

Birmingham - Permanent

£25,000 - £30,000

**IFA Administrator, Birmingham city centre, salary to £30,000 **Looking for a minimum of 2 years previous IFA administration experience **Part of a national IFA group with offices around the country, totalling c.150 people **Growing office, currently one Administrator and two Advisers, the initial push being to have two Administrators and four Advisers.

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

The Role:Based centrally, close to the BT Tower and St Philip’s Cathedral, this role will see you providing support to all of the Advisors, processing business, producing high quality technical administration, liaising closely with clients largely by phone and email with the occasional off-site meeting. From a product perspective, you will be exposed to a wide range, covering pensions, investments, life and protection lines.

Skills / Experience Required:For this IFA Administrator role you must have previous IFA administration experience, at least 2 years worth and covering a variety of products. Strong communication skills, organisational skills and the ability to work calmly under pressure are vital requirements for our client. You will need to be a proactive team-player, be accurate with an eye for detail whilst being able to get through a good volume of cases.

Additional Information:The salary for the IFA Administrator role is £25,000 - £30,000.

Apply for IFA Administrator

Complaints Technical Manager

Ref: arc467

Surrey - Permanent

£1st Class Package

**Complaints Technical Manager, Sutton/Redhill/Kingswood, strong package **A great career opportunity for people with complaints experience within Financial Services, Banking or General Insurance **Blue Chip employer, fabulous office setting/environment **Not a team management role, so no management experience required.

The Company:Our client is a leading Financial Services employer, serving customers all over the world. They employ over 5,000 people, managing £150billion+ worldwide.

The Role:Based within our clients Complaints & Escalations team made up of 5 people, you will act as the Technical Expert in the management of the day to day activities of the team and your responsibilities will include:

  • Effectively managing high risk complaints and queries on behalf of the senior management team, ensuring timely verbal and written updates, accuracy of information and pragmatic solutions.
  • Managing/providing technical input/advice/oversight for the most complex and technical complaints and /or calculations.
  • Interacting with the FOS and The Pension Ombudsman Services providing information and background as required to resolve disputes outside of the normal complaints process.
  • Providing guidance and feedback to complaint handlers, to improve/change their front end complaint handling to take into account complaints best practice/feedback from FOS/feedback.
  • Reviewing wider team complaint handling on a weekly basis ensuring a good level of quality is being maintained and adherence to regulatory reporting requirements.
  • Assisting with complaint handling training in line with the FCA’s guidelines as required, or as and when a specific need is identified.

Skills / Experience Required:A complaints background within Financial Services, banking or general insurance is essential. Excellent organisational skills, the ability to work calmly under pressure and with accuracy/attention to detail are key requirements. You will need to be a proactive team-player, able to take the initiative and anticipate difficult situations finding practical solutions. It is essential that you possess demonstrable understanding of the FCA DISP rules and you must be a confident communicator.

Additional Information:The salary for the Complaints Technical Manager role is very competitive and in addition there is a bonus of c.20% and pension contributions up to 13% and all details are available upon application. The big attraction though is the opportunity to develop and progress within a blue-chip employer.

Apply for Complaints Technical Manager

Mortgage Paraplanner

Ref: arc429

West London - Permanent

£30,000 - £35,000

**Mortgage Paraplanner **To £35k + bonus **Established, award winning Mortgage Brokerage is looking for a Paraplanner to support a Mortgage Broker and work alongside the support team, including one other Paraplanner, a Trainee Paraplanner and a Mortgage Administrator **Must have at least 2 years mortgage administration experience, ideally mortgage paraplanning experience in submitting cases and chasing them through **No.1 Broker in their network, pushing through excellent level’s of business.

The Company:This brokerage numbers 7 staff, has been operating 10 years and are based a short walk from Putney Bridge and Parsons Green tubes as well as Imperial Wharf and Putney Stations.

The Role:This role is all about ensuring client 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:For this Mortgage Paraplanner vacancy, our client is looking for people with proven mortgage paraplanning or mortgage administration experience. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring you pay a lot of attention to detail. Good atmosphere amongst the team, so a positive, professional attitude is really important.

Additional Information:The Mortgage Paraplanner salary is £30,000 to £35,000 with bonus likely of £2,500+. Hours are 9am - 5pm with some flexibility.

Apply for Mortgage Paraplanner

Customer Relations Consultant

Ref: arc466

Surrey - Permanent

£23,000 - £25,000

  • Customer Relations Consultant
  • Epsom
  • Salary to £25,000 + bonus
  • New, varied role, ideal for people keen on progressing their career
  • Looking for experience in call handling, complaints and ideally vulnerable customers
  • You should also be happy to get involved in training and helping to improve procedures
  • Long established Financial Services business

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

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

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

Skills / Experience Required:Our client is looking people with experience in call handling within Financial Services as well as experience in complaints – any experience with ‘vulnerable customers’ would be a welcome bonus. In addition, any training experience or previous exposure to improving processes etc would be a big advantage. Excellent communication skills, both verbal and written are essential, as are strong organisational skills.

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

Apply for Customer Relations Consultant

Enhanced Call Handler

Ref: arc464

Surrey - Permanent

£1st Class Package

**Enhanced Services Call Handler, Sutton/Redhill/Kingswood area, excellent package and prospects **A genuine development opportunity for people with office based customer service, call centre or retail experience **A global Financial Services company **The bonus, overtime, supplements and pension scheme really add up to making this an attractive package **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 is a global force in Financial Services, employing over 5,000 people, managing £150billion+ worldwide. For those with a good work ethic, focus and ambition, this is an excellent company to work for.

The Team:The Phone 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 business; to assist in resolving any queries; and to actively promote additional/alternative products and services. The main aim, always, is to meet customers' needs, outlined in their initial contact.

The Role:This post involves taking 30-40 incoming calls. You will be expected to respond to a variety of queries which may revolve around transactional questions, educational queries, general problem solving, complaint handling and some promotional 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. This is a 35 hour week, shift rota’s being 8am - 4.30pm, 8.30am - 5pm, 9am - 5.30pm and 9.30pm - 6pm.

Skills / Experience Required:For the Enhanced Services Call Handler role you should have office based customer service, call centre or retail experience and this can also include recent graduates or A Level school/college leavers. 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. Your attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people whoWANT TO LEARN.

Additional Information:The package for the Enhanced Services Call Handler role includes a healthy basic salary, bonus around 10%, overtime for working one Saturday per month at double rate and generous pension benefits. The main thing is the progression, good people can progress if they apply themselves.Full package details available upon application.

Apply for Enhanced Call Handler

New Business Call Handler

Ref: arc296

Surrey - Permanent

£20,000 - £23,600

**New Business Call Handler, Epsom, to £23,600 **Genuine prospects - this client has expanded over the last 18 months **Excellent office atmosphere **Exposure to both the mortgage and savings sides of the business **Liaising with new/prospective customers, answering queries, promoting product benefits **Looking ideally 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 1stclass customer service – the main elements of the role are as follows:

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

Skills / Experience Required:For the New Business Call Handler role you should have experience of working in an office environment, ideally within a call centre and again ideally within financial services, banking or insurance. Our client will also consider graduates or school/college leavers with customer service/retail experience. You must have a ‘customer comes first focus’ approach to your work, possess excellent communication skills, a smart appearance and be willing to learn. You should also have at least 5 GCSE’s of grade A-C inc Maths / English.

Additional Information:The New Business Call Handler role has 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 Call Handler

Pension & Investment Admin

Ref: arc462

Kent - Contract

£strong package

**This Pensions & Investment Administrator based near Tonbridge pays to £23,000 **The role represents a genuine opportunity for people with office based administration experience, to work for a global Financial Services company **If candidates can show enthusiasm, energy and the ability to multi-task, there are real prospects for a long-term career either within this office of several hundred people or within their Head Office which is around a 45 mins commute.

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

The Team:This area consists of 25-30 people and is one of the fastest growing areas within the company. The team is responsible for processing SIPP, ISA and GIA administration including transfers and re-registration of funds & assets, in and out of the company.

The Role:The focus of this Pensions & Investment Administrator role is to provide timely, pro-active and high quality administration services to clients of retail SPP/ISA/GIA products, including updates to procedures through close liaison with all internal departments. You will need to organise your own day to day workloads and assist with planning of the team workload. You will also help to provide and collate information for internal and regulatory reporting and work efficiently to ensure a significant contribution to your team’s target on a daily basis.

Skills / Experience Required:You will have solid previous/current administration experience gained within an office environment, ideally within Financial Services. The ability to multi-task is important, as is the ability to prioritise and organise effectively. Excellent communication skills are essential, you should be numerate and computer literate (Excel, Word), be accurate with a pro-active, 'can do’ attitude.

Additional Information:The salary for this Pensions & Investment Administrator role is competitive (full details upon application) and there is a healthy bonus as well as an attractive pension scheme. The contract is initially for 6 months, but there is a possibility this could be extended or made permanent. There is also the chance that when working for a company of several thousand staff, that other internal opportunities could present themselves over time.

Apply for Pension & Investment Admin

IFA Administrator

Ref: arc460

London - Permanent

£20,000 - £30,000

**A highly regarded wealth management and corporate solutions consultancy **UK Top 100 IFA firm **Team expanding, very healthy business levels **Excellent team atmosphere, looking for someone with IFA / Wealth Management administration experience **Professional study encouraged, possible for this person to progress through to a Paraplanner role.

The Company:This is a long established, growing wealth management business with their London office consisting of around 60 people, based within easy walking distance of Fenchurch St Station as well as Bank, Aldgate, Monument and Tower Hill tubes.

The Role:The role is based in a team of 7 people currently and will see you providing administrative support to one or more financial advisers. Our client is 'whole of market’, so you will gain exposure to all types of investments, pensions, life and protection products, your daily duties will include:

  • Dealing with day to day client and provider enquiries
  • Arranging client meetings for the adviser(s)
  • Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
  • Preparing and submitting applications and supporting documents to product providers
  • Inputting new business proposals to the back office system
  • Undertaking fund switches
  • Maintaining accurate records of all verbal and non-verbal communications with the client
  • Maintaining up to date client fact find information and client files
  • Keeping track of fees and chasing where appropriate

Skills / Experience Required:The main essential requirement is that you must have previous IFA / wealth management administration experience. In addition to that our client is looking for strong interpersonal skills, a good team player and the ability to critically evaluate information, probe and challenge the facts. You should be flexible and adaptable, accurate and either have some of the Financial Planning modules under your belt or be keen to study.

Additional Information:The salary for this role is up to £30,000 with annual bonus, pension scheme, GPMI, GDIS, GPHI, GCI as well as Group Medicash scheme and an interest free season ticket loan. Hours are 9am - 5pm with 25 days holiday.

Apply for IFA Administrator

Trainee Mortgage Advisor

Ref: arc433

SW London - Permanent

£24,000 - £30,000

** 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

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

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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