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Financial Services Jobs

IFA Investment Administrator

Ref: arc517

Surrey - Permanent

£25,000 - £30,000

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

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

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

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

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

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

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Customer Service Associate

Ref: arc201

Surrey/WFH - Permanent

£24,000 + bonus/pension

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

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

The Role:These roles involve taking 30-40 incoming calls + emails, some calls lasting upwards of 30 minutes. Queries may include: information on a customer account, the details about a particular product, the resolution of a web navigation/online issue. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. Around 70% of your time will be based around query resolution and the remaining 30% focused on the least complex complaints resolution cases.Hours are shifts of 8 – 4, 9 – 5 and 10 - 6 as well as one half-day (9 – 2) on a Saturday per month. On average you would work two days p/w in the office, three days WFH.

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

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

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Paraplanner

Ref: arc509

SW London - Permanent

£37,500 - £45,000

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

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

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

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

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

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

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Mortgage Administrator

Ref: arc295

Surrey - Permanent

To £23,600

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

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

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

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

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

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

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

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Senior Relationship Manager

Ref: arc567

Surrey/WFH - Permanent

£60,000 - £65,000

  • Salary to £65,000 withaverage bonus 15% + pension contribution to 13%
  • Surrey & WFH mix- need to be in the Surrey office at least 1 day per week
  • Coordinate the execution of Supplier Relationship Management responsibilities
  • Experience sought:Solid vendor or supplier relationship management background within Financial Services/Banking/Insurance

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

The Role:There is now a need for a Senior Supplier Relationship Manager who will support the Senior Vendor Manager, focusing on Material Outsourced and High Risk vendors. You will plan and prioritise Supplier Service Reviews and the Contract & Governance Diary as well as ensuring accurate and up to date contracts and supplier records are maintained. Additional key responsibilities include:

  • Managing contractual processes and formal contract changes/renewals alongside Procurement and Legal
  • Facilitating Compliance Processes with appropriate SME’s and Business Owners e.g External Security Reviews, Anti Bribery and Corruption, Business Continuity Management, Supplier Code of Conduct etc
  • Ongoing supplier benchmarking and financial/risk assessment reviews
  • Timely input into relevant management reporting and supplier matrices

Experience/Skills Required:For this Senior Vendor/Supplier Relationship Manager role you must have a background in vendor or supplier management and that needs to have been within Financial Services, Banking or Insurance. That experience should have included exposure to regulatory aspects of supplier management and experience in managing stakeholder.

Additional Information:The salary for this Senior Vendor/Supplier Relationship Manager role is £60,000 - £65,000 with average bonus of 15% (£9,500) and company pension contribution to 13% (£8,000). There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Surrey.

Apply for Senior Relationship Manager

Administrator

Ref: arc566

Surrey - Contract

£20,600

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

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

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

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

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

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

Apply for Administrator

Supplier Relationship Manager

Ref: arc565

Surrey/WFH - Permanent

£30,000 - £35,000

  • Salary negotiable with average bonus 11% (£3,600) + pension contribution to 13% (£4,200)
  • Surrey & WFH mix- need to be in the Surrey office at least 1 day per week
  • Triage enquiries, manage vendor relationships
  • Experience sought:Solid relationship management background within Financial Services/Banking/Insurance

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

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

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

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

Additional Information:The salary for this Vendor/Supplier Relationship Manager role is negotiable with average bonus of 11% (£3,600) and company pension contribution to 13% (£4,200). There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Surrey.

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Customer Service Administrator

Ref: arc473

Surrey - Contract

£20,000 - £25,000

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

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

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

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

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

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

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Mortgage Administrator

Ref: arc538

Southampton - Permanent

£20,000 - £23,000

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

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

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

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

    Additional Information:The salary for this Mortgage Administrator role is £20,000 - £23,000 pro-rata (so effectively half of that figure for doing half the full-time hours). Hours are Monday to Friday, 10am - 2pm. The current office is around a 15-minute walk from the nearest station, but there is a bus stop opposite our client’s office and free parking available. There is also a discretionary bonus and a pension available.

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Senior Project Manager

Ref: arc564

Surrey/WFH - Permanent

£55,000 - £60,000

  • Salary negotiable with average bonus 15% (£8,500) + pension contribution to 13% (£7,500)
  • Surrey & WFH mix– need to be in the Surrey office at least 1 day per week
  • A business change PM role within an expanding, established business
  • Manage business readiness across a number of projects with a complex change portfolio across our clients Pensions business
  • Experience sought:Solid PM background within a change management and pensions environment

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

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

Experience/Skills Required:For this Senior Project Manager role you will need solid project management experience within change management. Our client has a strong preference for people with a pensions background, but will consider the wider Financial Services sector. You should have knowledge of Agile & Waterfall project management and have a background that has included project planning, project reporting and actively managed project risks/issues along with quality management.

Additional Information:The salary for this Senior Project Manager role is negotiable with average bonus of 15% (£8,500) and company pension contribution to 13% (£7,500). There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further.

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AML Financial Crime Analyst

Ref: arc562/3

Surrey/WFH - Permanent

£24,000 - £28,000

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

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

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

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

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

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

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AML Remediation Specialist

Ref: arc561

Surrey/WFH - Permanent

£42,000 - £45,000

  • Salary negotiable with average bonus c.11% (£4,750) + pension contribution to 13% (£5,800)
  • Surrey & WFH mix– need to be in the Surrey office at least 1 day per week
  • Performing PEP & sanction reviews + complex and enhanced EDD customer onboarding
  • AML experiencerequired, ideally anAML qualificationandremediation experiencea big advantage

The Company/Team:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. This team controls a series of vital operational functions including the scanning of client documentation, automated and manual dealing, pricing of fund ranges, transfers, re-registrations and more.

The Role:The key responsibilities within this role are to perform PEP and sanction reviews and complex/enhanced EDD customer onboarding on entity customers. You will quality check high risk files on individual retail customers as well as analysing and deciding on the correct action to be taken when Sanction, PEP and Enforcement alerts need to be escalated to AML management and Financial Crime. You will perform periodic and ad-hoc reviews and also monitor specific functions within the AML Operations Team on behalf of Retail Operations where needed.

Experience/Skills Required:For this AML Remediations/PEP Specialist role, you must have Financial Services based AML/KYC experience and ideally remediation experience and an AML qualification. A good understanding of UK regulation is key, with previous exposure to the onboarding of customers into pension and investment related products.

Additional Information:The salary for this AML Remediations/PEP Specialist role is negotiable with average bonus ofc.11% (£4,750) and company pension contribution to 13% (£5,800). There is an excellent benefits package, WFH flexibility (required in the office at least one day per week) and great opportunities to develop further.

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Junior Business Analyst

Ref: arc560

London/WFH - Permanent

£45,000 - £50,000

  • Salary £45,000 - £50,000 with average bonus c.11% + company pension contribution to 13%
  • London & WFH mix– need to be in the City office at least 1 day per week
  • A systematic investing focused role, delivering change to Equity, Fixed Income, Solutions & Multi-Asset businesses.
  • Looking for some Investment Management experience, some basic Python skills from a data perspective and some systematic investing experience

The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. The purpose of this team is to providesystems development, implementation and support services for our clients Global Investment Management Division. The team supports Fund Managers, Research Analysts and Traders in a number of locations, including London, Hong Kong, Tokyo, Toronto, Australia, Singapore and China.

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

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

Experience/Skills Required:For this Junior Business Analyst role, you must have a background in investment management with systematic investing experience and at least some basic experience with Python and SQL. A solidmathematical and statistical background would be beneficial as would previous exposure to project management.

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

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Workforce Optimisation Director

Ref: arc559

Surrey/WFH - Permanent

£70,000 - £85,000

  • Salary negotiable, average bonus c.19% (£14,500) + company pension contribution to 13% (c.£10,000)
  • Office & WFH mix– need to be in the Surrey office at least 1 day per week
  • Integral post, responsible for helping to convince all areas of the business that Workforce Optimisation is essential and then rolling it out across the company
  • Experience in Workforce Optimisation is key, as is experience within Financial Services/Banking/Insurance

The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. The purpose of this team is to embed new, efficient ways of working and a culture of excellence by up-skilling and empowering all colleagues to deliver the best outcomes for customers and the business.

The Role:There are a number of different elements to this role. Initially, as the area grows, this is a standalone post reporting to the Operational Excellence Director. There are pockets of Workforce Optimisation (WFO) across the business, this person is responsible for convincing all areas of the company that WFO is essential and the way forward, for partnering with Tech companies to provide WFO, going through processes with internal and external vendors and rolling out WFO across the business ultimately. You will work with all teams to ensure that WFO and performance monitoring is a focus at both a day-to-day and strategic level. You will build and maintain a fit-for-purpose WFO tool-set; ensuring that GPIA management and leadership have the right tools to support their teams and build/embed a WFO culture across the business. Key responsibilities include:

  • Work with GPIA management and leadership teams to help implement WFO departmental policies and procedures.
  • Help management and leadership teams to manage and drive real-time processes, including scheduling, workload forecasting and resourcing.
  • Work with the COO L&D Function to develop, deploy and maintain fit-for-purpose leadership training to complement any embedded WFO practices and tools
  • Build, embed and maintain world-class WFO tools across GPIA, including liaising with relevant third-party vendors and their internal technology teams
  • Define best methodologies e.g. workforce management techniques to enable workload balancing fit for a world class operational function

Experience/Skills Required:For this Workforce Optimisation role, you must possess in-depth WFO experience gained within a regulated industry, ideally within Financial Services/Banking/Insurance. You should have strong planning, coordination and organisation skills with the ability to develop and utilise statistical information to improve performance as well as having knowledge WFO tools and techniques.

Additional Information:The salary for this Workforce Optimisation Associate Director role is £70,000 - £85,000 with average bonus ofc.19% (£14,500) and company pension contribution to 13% (c.£10,000). There is an excellent benefits package, WFH flexibility (required in the office at least once every week, free parking whilst on-site and great opportunities to develop further.

Apply for Workforce Optimisation Director

Employee Benefits Administrator

Ref: arc494

SW London - Permanent

£23,000 - £26,000

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

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

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

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

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

Apply for Employee Benefits Administrator

Digital Tools Associate Director

Ref: arc545

WFH - Permanent

£70,000 - £80,000

  • Digital Tools - Associate Director, role can be fully WFH anywhere in UK
  • £negotiable, bonus c.19% (£15k), pension to 13% (£10k)
  • Identify & deliver retirement tools to help customers, members and advisors plan for retirement
  • Lots of stakeholder management, understanding digital & technology trends
  • Our client is looking for experience of creating a new experience/website/tools etc
  • The Company:This client is a respected name in Financial Services, known for their focus on developing staff. This department has four core functions, the most relevant to this role being the Retail Products & Tools Team, responsible for developing and managing a range of product wrappers, platform services and financial planning tools.

    The Role:In this role you will be responsible for identifying and delivering the Retirement Tools our client provides to customers, members and advisors which help them plan for their retirement. You will need to understand customer, members, clients and advisers needs and wants, understand market trends, the risks associated with tools and understand the pension and retirement landscape, using this knowledge to help define and deliver the right range of retirement tools. You will need to bring together stakeholders from across the business - proposition, distribution, marketing, operations, digital & technology to ensure there is one aligned strategy. As well as being responsible for setting out the strategy and roadmap, the role will be responsible for the development of the associated business case for change. Key responsibilities include:

    • Working with key stakeholders to identify and understand customer, member and adviser needs
    • Understand digital & technology trends to ensure our clients retirement tools future state is making the most of the technology available
    • Understand and articulate the risks associated with retirement tools and how to mitigate and minimise risks
    • Understanding the retirement landscape - understand future trends and how tools may help to support these
    • Work with the relevant change forums and stakeholders to develop the associated business case and secure funding/sponsorship, submitting requests for funding to deliver the future state as required.

    Experience/Skills Required:For this Digital Tools role you should have experience in creating a new experience/website/tools etc, where you have had to go out and gather internal and externl feedback and apply your understanding of the market and technology landscape to set out a future vision of what tools are needed/what a website needs to do. Strong leadership experience and a drive to succeed is key, you should also be proactive and forward thinking as well as comfortable with the responsibility for driving this programme forward.

    Additional Information:The salary for this Digital Tools role is negotiable, with average bonus of c.19% (£15,000) and pension contribution from the company to 13% (c.£10,000). Whilst this office is based in Surrey, the role can be fully WFH with occasional meetings in Surrey.

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Outsourcing/Vendor Manager

Ref: arc558

WFH - Permanent

£45,000 - £50,000

  • FOUR NEW ROLES, salary to £50,000 + bonus average c.£7,500 + company pension contribution c.£6,500
  • Office & WFH mix– need to be in the office at least 1 day every two weeks
  • External outsourcing / vendor management experience critical
  • Global team that will be expanding further,you will manage one geographical region
  • Varied role, including supporting development of the outsourcing model and delivering training

The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. This team provides central support for three business areas with responsibilities of the team including data analysis, producing quarterly business reviews, preparing board reports and senior leadership team support.

The Role:There are four roles available, two permanent and two on initial 12 month contracts, each role looking after a specific geographical region. These roles each support the Head of Business Management with the effective management of outsourcing arrangements across all their legal entities globally, with a specific focus on intra-group arrangements. The role is responsible for ensuring a central inventory of all legal entity activity exists, managing all central documents related to intra-group arrangements, as well as ensuring master service agreements, SLA’s and other processes are in place to manage intra-group arrangements against respective regulatory requirements. Key responsibilities include:

  • Supporting the development of the intra-group outsourcing Target Operating Model, procedures and templates
  • Delivering training that helps delegators and delegates meet respective regulatory requirements
  • Managing our clients central intra-group outsourcing information page and content
  • Managing the central intra-group outsourcing inventory for all legal entities
  • Support coordination of all intra-group outsourcing due diligence processes and completion of Management Responsibility maps
  • Support the update and storage of Business Activity Maps (BAMs) for all regulated entities
  • Take responsibility for ensuring the completeness of criticality, risk and due diligence assessments of all outsourced service providers prior to entering an outsourcing arrangement

Experience/Skills Required:For this Outsourcing / Vendor Manager role, you must possess knowledge of the regulatory environment associated to outsourcing/vendor management. Experience with legal agreements, managing SLA’s and a hands-on mentality are also important requirements. You should be able to work under pressure, be a self-starter and be capable in MS Office and data analysis applications including PowerBI, Excel, PowerPoint and SharePoint.

Additional Information:The salary for this Outsourcing / Vendor Manager role is to £50,000 with an average bonus of c.£7,500 and pension contribution from the company to c.£6,500. Excellent benefits package, WFH flexibility (required in the office at least once every two weeks, free parking whilst on-site and great opportunities to develop further.

Apply for Outsourcing/Vendor Manager

Trainee Fraud Administrator

Ref: arc557

Surrey/WFH - Permanent

£23,000 - £26,000

  • TWO NEW ROLES, salary negotiable, Office & WFH mix - need to be in the office 1-3 days per week
  • NO EXPERIENCE REQUIRED- Great chance to break into Financial Services
  • Varied role, based within an Anti-Money Laundering (AML) Team
  • Role is a mix of admin, analysis, AML checks, telephone contact with clients and Financial Advisors
  • Average company bonus c.7.5% (c.£1,800) and pension contribution from the company to 13% (c.£3,000)

The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. This team works alternating weekly shifts of 8am - 4pm and 9am - 5pm. They are responsible for verifying clients for AML purposes and naturally the area is heavily regulated by various internal and external influences.

The Role:This challenging and hands on role would suit an individual looking to specialise in a technical, high profile area. You will need to demonstrate a willingness and ability to challenge existing process, make risk based recommendations supported by a logical policy compliant rationale. Key responsibilities include:

  • AML checks for Self-Invested Personal Pensions (SIPP) and Investment Bond clients
  • Perform enquiries on various Web Tools
  • Deal with queries and requests from other internal teams
  • Process items received in the department query queue
  • Monitoring and investigating quality control reports
  • Daily telephone contact with clients and Financial Advisors
  • Accurately recording daily statistics.
  • Conduct client authentication/verification using existing/new software

Experience/Skills Required:For this Trainee / Junior Fraud Administrator, our client will consider a variety of backgrounds including: recent school leavers, recent graduates, people looking to break into Financial Services from other sectors - be that a retail/customer service environment or administrative experience and indeed people from other areas of Financial Services/Banking. What every applicant must have are good communication skills, a desire to develop and improve, an ability to gather and analyse data as well as strong attention to detail. The ability to work to deadlines is important, familiarity with MS Office, accuracy and a methodical approach are essential.

Additional Information:The salary for this Trainee / Junior Fraud Administrator role is negotiable with an average bonus of c.7.5% (c.£1,800) and pension contribution from the company to 13% (c.£3,000) - salary details will be provided upon application. Excellent benefits package, WFH flexibility (required in the office ideally 1-3 days per week), free parking whilst on-site and great opportunities to develop further.

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Company Secretary

Ref: arc556

Surrey/WFH - Permanent

£40,000 - £45,000

  • NEW ROLE, salary negotiable, Office & WFH mix - need to be in the office 4-12 days per month
  • Great chance for a Company Secretary to expand their experience and help support COO’s/CEO’s
  • Varied role, includes project management, stakeholder management, building dashboards & minute taking
  • A Financial Services background is key, previous data analysis experience would also be useful
  • Average company bonus c.15% (£6,750) and pension contribution from the company to 13% (£5,850)

The Company:This company has a great reputation within Financial Services and have been recruiting throughout 2020 and 2021. This team is responsible for supporting three areas of the business, working closely with the Legal Entity CEO’s, Senior Leadership Team and several channel Business Managers. Team responsibilities cover data analysis, producing Quarterly Business Reviews, preparation of board reports and senior leadership team support.

The Role:The purpose of this role is to support a Senior Manager with the effective management of two particular areas of the business. The role will specifically support senior leaders within these functions to discharge their SMCR responsibilities as well as supporting them with their day to day activities. This will include change initiatives, cost & headcount management, communications, meeting organisation, data analysis and general administration activities. The role holder will be responsible for the production of inputs and coordination of key governance meetings which may include Executive Committees and Board reports. Key responsibilities include:

  • Provide support to the Senior Manager and coordinate the execution of day to day business management responsibilities
  • Organise, facilitate and document key business meetings
  • Produce and coordinate data and MI to inform key business decisions
  • Support communication across the business including Webchats, Town Halls, informal updates etc. agreeing approach, content and delivery methods
  • Provide regular updates on business activities to a variety of audiences including reporting on costs, headcount, change management etc.

Experience/Skills Required:For this Company Secretary (Business Manager) role, a Company Secretary background within Financial Services is required. Experience in data analysis / MI would be of real benefit as would a strong understanding of business processes/controls and how different parts of a business link together. Self-motivated, you should also be a strong communicator, highly organised and proficient across the MS Office Suite.

Additional Information:The salary for this Company Secretary (Business Manager) role is negotiable with an average bonus of c.15% (c.£6,750) and pension to 13% (to £5,850) - salary details will be provided upon application. Excellent benefits package, WFH flexibility (required in the office ideally 2 days per week), free parking whilst on-site and great opportunities to develop further.

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Pensions Process Trainer

Ref: arc555

Surrey/WFH - Permanent

£32,000 - £39,000

  • Salary negotiable, Office & WFH mix - need to be in the office 4-12 days per month
  • A chance for those with pensions admin experience, to break into training, projects & process improvement
  • Take responsibility for Divorce, IFA & projection related processes
  • Pensions admin experience is key, ideally you would have had previous exposure to mentoring, supervisory responsibilities or training experience

The Company:This company has a fantastic reputation within Financial Services and have been recruiting extensively throughout 2020 and 2021. This team is responsible for processing retirements, death & divorce claims, responding to information requests from IFA’s and producing retirement projections for IFA’s and members.

The Role:You will work alongside another colleague and take lead responsibility for the divorce, IFA and projection related processes. To really become productive in this role, you will need to acquire a detailed knowledge of the customer journeys, their supporting documentation, for maintaining and updating respective procedures, and the provision of relevant training. Key responsibilities include:

  • Take ownership of functional process documents, supporting a regular review and accurate version control
  • Provide 1st line support for technical queries from your team
  • Provide training on technical concepts and processes to the team, resulting in a reduction in the volume of queries and increased results from knowledge testing over the long-term
  • Removing blockers to enable team members to process their work efficiently
  • Identifying risks and issues, closing respective gaps
  • Carrying out thematic reviews of training requirements, working with various internal teams to manage gaps

Experience/Skills Required:For this Pensions Process Trainer role, a background in pensions administration is absolutely key. In addition to that, our client would like to see people who have had some level of responsibility for other people, be that in a mentoring, training, possibly supervisory capacity etc. You should be a self-starter, strong communicator, organised and an ability to respond quickly to changing agendas.

Additional Information:The salary for this Pensions Process Trainer role is £32,000 - £39,000 with an average bonus of c.11% and pension to 13%. Excellent benefits package, WFH flexibility, free parking whilst on-site and great opportunities to develop further.

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Admin Assistant Manager

Ref: arc554

Surrey/WFH - Permanent

£31,000 - £35,000

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

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

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

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

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

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

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Investment Administrator

Ref: arc553

Surrey/WFH - Contract

£23,000 - £25,000

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

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

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

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

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

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

Apply for Investment Administrator

Investment Dealing Admin

Ref: arc552

Surrey/WFH - Permanent

£23,000 - £25,000

  • To £25k + bonus average of 7.5% & pension to 13%
  • Office & WFH mix – need to be in the office 4-12 days per month
  • NEW TEAM (4 VACANCIES), great chance to learn, develop and progress
  • Processing customer instructions, placing deals, monitoring fraud
  • Looking for some Financial Services or Banking admin experience, although not essential

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

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

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

Experience/Skills Required:For this Investment Dealing Administrator role, our client would like to see people with a Financial Services or Banking admin background, especially if that has included experience with ISA’s, GIA’s or SIPP’s. Equally though, our client is interested in people with strong logical and analytical skills along with good attention to detail, excellent communication skills and good computer skills (including MS Word & Excel) who want to move into Financial Services. In a fast moving area of the business, you must be able to deal with deadlines as well. Product training will be provided.

Additional Information:The salary for this Investment Dealing Administrator role is £23,000 - £25,000 with an average bonus of c.7.5% (c.£1,800) and pension to 13% (to £3,250). Excellent benefits package, WFH flexibility, free parking whilst on-site and great opportunities to develop further.

Apply for Investment Dealing Admin

Senior Product Manager

Ref: arc540

Surrey/WFH - Permanent

£50,000 - £55,000

  • Senior Product Manager - Surrey (can mainly WFH) - Permanent - £negotiable
  • Sought after employer, genuine chance of progression
  • Ensure products adhere to regulations and monitor their performance
  • Lead change that is required to deliver a market leading proposition
  • Must have product management experience in any of the following: SIPP’s, ISA’s, Drawdown (any pension/investment products), Mortgages, Savings, Credit Cards or Insurance products.
  • The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area of the business is responsible for developing brand new platform products, as well as developing and maintaining market leading, competitive, compliant and efficient products for our clients UK business.

    The Role:Reporting to an Associate Director, you will take responsibility for the tax-wrapped products (currently SIPP’s & ISA’s) they provide to individuals and advisers. You will be responsible for ensuring that products adhere to regulations and contractual obligations along with monitoring their performance. This includes the day to day management, as well as leading change required to deliver a market leading proposition for the business. Key responsibilities will include:

    • Working with the retail distribution channels to fully understand their requirements and the outcomes that they are intending to achieve, whether that be through a major project or as part of continuous improvement
    • Managing product backlog including the ability to prioritise to ensure business requirements are made and the ability to champion change by articulating the value/impact of required changes to secure funding
    • Work with the relevant change forums and stakeholders to secure funding/sponsorship for key illustration changes, submitting requests for funding as required
    • Help to improve the product and drive efficiencies through consistency of service and process excellence
    • Maintain an effective relationship with our existing 3rd party relationships, providing governance and support where needed
    • Actively participate and represent the Retail Product team in projects and strategic initiatives

    Experience/Skills Required:For this Senior Product Manager role, our client is looking for product management expeirence in any of the product lines mentioned above. Experience in managing external relationships and providing services as per agreements is also essential, as is the ability to manage and maintain a backlog and prioritise the work - taking into account stakeholder, risk/compliance requirements and customer feedback.

    Additional Information:The salary for this Senior Product Manager role is negotiable and details will be provided upon application. There is an annual bonus that averages around 15% c.(£8,000) + pension contribution from the company of up to 13% (£7,000). Initially WFH and when the office reopens this role will be a mix of office based and WFH. Great opportunities to develop.

Apply for Senior Product Manager

Investment Projects Admin

Ref: arc530

Surrey/WFH - Permanent

£25,000 - £26,000

  • Investment Projects Administrator - Surrey - £negotiable
  • Any Financial Services administration experience considered
  • Setting up new funds on our clients’ platform, lots of project involvement and client communications
  • Must be confident with MS Excel, a strong communicator, accurate and an analytical mindset
  • Great starting point for a career with a company that take staff development seriously
  • The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted quickly to the pandemic, recruiting throughout 2020 and into 2021. This area of the business manages the core fund data for all 3rd Party Funds for platform business as well as their onshore and offshore mutual fund products.

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

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

    Experience/Skills Required:For this Investment Projects Administrator role, our client will consider people with some previous Financial Services administration experience who are able to work independently, are well organised, can prioritise workloads and are analytical by nature. You should be strong with MS Excel, possess excellent communication skills, be a quick learner and able to adapt to a variety of software.

    Additional Information:The salary for the Investment Projects Administrator role is negotiable. The head office is based in Surrey and whilst this role can be partly WFH, you would need to live within a reasonable commute to the office. Impressive bonus and pension benefits as well as a genuine chance to progress to a Senior Associate role within 12-16 months.

Apply for Investment Projects Admin

Pension Processing Admin

Ref: arc551

Surrey/WFH - Contract

£24,000 - £28,000

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

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

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

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

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

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

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PMO Manager

Ref: arc550

Surrey/WFH - Permanent

£45,000 - £50,000

  • Salary to £50,000 + bonus c.15% (£7,000) and pension to 13% (£6,000)
  • Office based & WFH mix – need to be in the office 4-12 days per month
  • Exciting team to be a part of, increasing project levels
  • Lots of data focused work and analysis, looking for 3-5 years PMO experience
  • Sought after employer, excellent team dynamic and the chance to develop

The Company:This company enjoys a fantastic reputation within Financial Services. They adjusted quickly to the pandemic and have been recruiting throughout 2020 and 2021 – this actually looks like increasing even further through the rest of this year. This team provide central support for 3 business areas, responsibilities being data analysis, quarterly business reviews, business governance meetings, board reports and senior leadership team support.

The Role:This PMO Manager role is within our clients Change & Business Management team, a team that thinks and acts strategically, using data-driven insights to provide support for a large portfolio of change programmes. A key consideration is that this person has the ability to think outside the box and the role will have a global focus that will require collaboration with Portfolio Directors, Operations, Finance, Compliance, Risk and other functions. Our client is keen to find someone who can hit the ground running and ‘own’ PMO activities for a number of change programmes that will involve:

  • Working with the Programme Manager and senior leaders within the division, to ensure the programme’s governance framework is fit for purpose, including planning key meetings and workshops
  • Coordinating and/or delivering agendas and supporting materials for senior forums, including the programme’s Steering Committee
  • Assisting workstream leads & project managers across the division in using and adhering to the governance framework
  • Driving regular, concise and high-quality reporting on the programme
  • Providing support for - resourcing and prioritisation decision-making, management of programme level risks/issues and identifying/managing dependencies between the programme and other initiatives
  • Supporting the Programme Manager in managing the programme’s goals, finances and resources

Experience/Skills Required:For this PMO Manager role, you should have 3-5 years PMO experience, good stakeholder management experience and a background in creating management information at executive and programme level. Engaging communication skills are also key and a good level of proficiency in MS PowerPoint/Project. A background in any area of Financial Services is also required and PRINCE2/APM qualification preferred.

Additional Information:The salary for this PMO Manager role is £45,000 - £50,000 with an average bonus of c.15% (£7,000) and pension to 13% (£6,000) – salary details will be provided upon application. Excellent benefits package, WFH flexibility, free parking whilst on-site and great opportunities to develop further.

Apply for PMO Manager

AML Data Quality Analyst

Ref: arc549

WFH/Surrey - Contract

£27,000 - £32,000

  • AML Data Quality Analyst – Mainly WFH with occasional meetings in Surrey – 9 month contract - to £32k
  • Supporting the Financial Crime aspects of migrating nearly 300,000 customers onto our clients’ platform
  • Involves business analysis & planning activity, working out root cause on data violations
  • Looking for AML/KYC 1stLine experience
  • Sought after employer, chance of moving into other areas of the business

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This team is responsible the verification of new and existing UK clients for AML purposes.

The Role:In this role you will be responsible for supporting the financial crime aspects of migrating c.290,000 customers onto our clients platform. This will involve business analysis and planning activity in the lead-up to the migration, then supporting the processing / verification of financial crime prevention operational work during the course of the AML refresh project, as customers on-board. Once the project has completed and the customers form part of our clients BAU book of business, the role is expected to move into the BAU structure to support the ongoing uplift in activity as a result of increased client numbers. Key responsibilities will include:

  • Perform AML, KYC and other financial crime prevention checks for customer’s on-boarding as part of a migration project.
  • Monitor and take action from violations received from financial crime and fraud prevention systems
  • Communicating in writing to customers as a call to action to provide the business with the required ID&V / KYC documents
  • Liaison between our clients internal 1st and 2nd line Financial Crime teams, and a 3rd-party provider who is being on-boarded to perform remediation activity
  • Perform business analysis to support readiness activity, for example letter template drafting and customer journey mapping

Experience/Skills Required:For this AML Data Quality Analyst role, the ideal candidate will have AML/KYC 1stLine experience that has included on-boarding. An understanding of AML regulatory requirements is important and our client is really keen to find someone with good attention to detail, a methodical approach and someone who is keen to learn.

Additional Information:The salary for this AML Data Quality Analyst role is to £32,000. This is very much a WFH role, with occasional travel to the office in Surrey for meetings, so being within a decent commute of Surrey is a consideration. Great opportunities to develop even though this is initially a contract.

Apply for AML Data Quality Analyst

SQL Data Analyst

Ref: arc533

Surrey - Contract

£25,000 - £28,000

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

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

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

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

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

Apply for SQL Data Analyst

Financial Services Administrator

Ref: arc548

Isle of Wight - Contract

£20,000 - £23,500

  • Financial Services Administrator – Newport (IOW) - 6 month Contract - £negotiable
  • Process new business, prepare client files, welcome packs & information packs
  • Strong MS Office, communication & teamworking skills essential from any industry, a pensions orFinancial Services background would be a bonus. Recent graduates also considered.
  • Sought after employer, excellent team dynamic, genuine chance of progression

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area of the business offers a telephone & video-based service to customers who are looking to convert their pension pots into a retirement income, to make use of lump sums or are seeking investment advice.

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

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

Experience/Skills Required:For this Financial Services Administrator role, the ideal candidate would be someone with previous Pensions / Financial Services experience, but our client will consider people who possess good MS Office skills (Word, Excel, Outlook and CRM systems), strong organisational and communication skills and someone who is able to work equally well on their own initiative and as part of a team. Recent graduates will also be considered.

Additional Information:The salary for this Financial Services Administrator is negotiable and details will be provided upon application. Initially WFH and when the office reopens this role will be a mix of office based and WFH. Great opportunities to develop.

Apply for Financial Services Administrator

Data Implementation Analyst

Ref: arc547

Surrey / WFH - Permanent

£29,000 - £31,500

  • Senior Pensions Data Implementation Analyst
  • Up to £31,500, office & WFH mix, bonus & pension worth £6,150 on average
  • Great chance to move on from standard DB or DC pensions admin work
  • A varied, involved role covering all data aspects of establishing DC schemes
  • Seeking recent DB/DC background in either a client facing role or with strong Excel/Data experience

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

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

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

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

Additional Information:The salary for the Senior Pensions Data Implementation Analyst post is up to £31,500 and comes with an average bonus of 7.5% (£2,250) and pension contribution from the company of up to 13% (c.£4,000). Free car parking available along with a host of additional benefits and the opportunity to mix office days with WFH.

Apply for Data Implementation Analyst

DB Pensions Administrator

Ref: arc491

Surrey - Permanent

£28,000 - £32,000

  • Pensions Administrator, Surrey - to £32,000
  • Possess 3 years+ DB/Hybrid pensions administration experience?
  • Want to be a bigger fish in a smaller pond, during our clients expansion of their DB Operation?
  • 2020 a record year and expansion planned through 2021
  • Get involved in scheme implementation, pensions payroll, Trustee reporting - wide ranging role
  • The Company:A very expansive Financial Services employer, a big player in one of the UK’s major growth markets and putting more and more resources into other related areas such as Final Salary schemes, making a real impact.

    The Role:This specific administration team consists of 6 people, which given the influence this team is having, is set to grow through 2021. This role is responsible for checking all day to day operational tasks such as member queries, monthly funding, reinsurance reporting and data validation. The role will also help to support the DB Implementation Managers with their administrative matters, such as checking the payroll calendars and the annual payroll for new schemes. The main functions within this post include:

    • DB policy administration as required, including dealing with member queries and complaints
    • Check payroll calendar for DB portfolio of schemes ensuring Finance are updated with new Client payment requirements
    • Maintain operational MI including TPA performance tracking and new scheme tracker
    • Track and complete any agreed trustee reporting ensuring delivery to agreed dates
    • Support the transition team on new schemes checking routine admin work including completion of payroll calendars, and the annual payroll approval

    Skills / Experience Required:For this DB Pensions Administrator role you must have at least 3 years Defined Benefit or Hybrid scheme administration experience, strong communication skills and a solid awareness of MS Excel. The desire to learn more about DB administration/processes is also a trait our client is keen to see in people.

    Additional Information:The DB Pensions Administrator package is a salary of up to £32,000 + bonus average around £5,000 + 26 days holiday + pension to 15% and a variety of life and health benefits. Hugely successful, expanding client able to offer genuine career options.

Apply for DB Pensions Administrator

IFA Administrator

Ref: arc544

North London - Permanent

£28,000 - £32,000

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

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

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

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

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

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

Apply for IFA Administrator

Business Analyst

Ref: arc543

Surrey (WFH Options) - Permanent

£45,000 - £55,000

  • Business Analyst, Surrey – to £55,000 + bonus c.£7,500 + pension c.£6,500
  • Support key regulatory initiatives, working with the Business Change Team
  • Superb employer, known for developing people
  • Business Analysis experience is key (ideally in Financial Services / a regulated environment)
  • Not an IT/Business Analyst role

The Company:This client is a respected name in Financial Services, known for their focus on developing staff. This department provides a change environment with a global approach to business and regulatory initiatives and is driven by the objective of placing the customer at the heart of the business, improving the customer experience, developing new products and services, enhancing efficiency and reducing costs.

The Role:Your remit is to primarily support key regularity initiatives reporting into a Programme Director/Senior Programme Manager, your key responsibilities including:

  • Working with the respective Programme Managers, leading the analysis of requirements by project.
  • Support the production and timely distribution of project documentation including status reports.
  • Working within the Business Change team, interacting across global business channels and functions.
  • Provide detailed process analysis and documentation.
  • Conduct business impact analysis, formulating proposal level work estimates and schedules.
  • Produce and manage plans and time-lines associated with the analysis of the programme.
  • Conduct requirement gathering workshops including interviews with stakeholders.
  • Act as a central hub across global stakeholders to find solutions that are acceptable to the many groups that you interact with such as Compliance, client services and operations.
  • Be the domain expert during delivery to help decision making in support of the wider delivery team.

Experience/Skills Required:You should have a business analysis background within Financial Services or a regulated environment. Previous regulatory experience would be an advantage, strong analytical and problem-solving skills along with strong communication skills are also big considerations for our client.

Additional Information:The salary for this role is up to £55,000 with average bonus around £7,500 and pension contribution from the company to around £6,500. All roles are currently WFH and when the office returns to normal functionality, this role along with most will ultimately be a 50/50 arrangement split between the office and WFH. Superb long-term prospects for people that knuckle down and show they want to learn.

Apply for Business Analyst

Pensions Re-Reg Process Lead

Ref: arc542

Surrey - Permanent

£30,000 - £35,000

  • Pensions Re-Reg Process Lead, Surrey – to £35,000.
  • SIPP administration, pensions re-reg and Altus experience are key.
  • This is an Assistant Manager level post, so a great opportunity for those with 2+ years-experience in SIPP administration to move up the ladder.
  • Act as a Re-Reg SME, drive & direct projects and take responsibility for queue management.

The Company: This client is a respected name in Financial Services, known for their focus on developing staff. SIPP’s play a key and increasingly prominent role in the direction of the company, with this part of the business being one of their most expansive areas. The team is responsible for the core element of SIPP administration inc. transfers in & out, benefit calculations/payment, death & divorce cases, investment transactions and daily management of the SIPP.

The Role: Your remit will be to develop and maintain a high level of personal understanding of the systems and processes/regulations and reasons behind these processes, acting as the subject matter expert (SME) across Re-Reg Teams, both in the UK and overseas. You will also be responsible for leading on work quality, testing, procedural design and escalated incidents and projects. The upkeep of the Product Hub and Altus configurations will also be your responsibility. Key responsibilities will include:

  • Act as SME for all Re-Reg processes providing oversight and guidance on the team BAU work.
  • Promote the usage of Swift with other providers, liaising with them to finalise details.
  • Completion of Re-Reg queue work and work verification together with queue management & work allocation.
  • Regular updates and review of procedures including close liaison with stakeholders where necessary.
  • Review correspondence templates ensuring that all legal and compliance requirements have been satisfied.
  • Drive and direct projects, delegating where required, resolving any underlying issues.
  • Understand and complete Risk event submissions.
  • Ability to test systems with regard to regulatory and technical matters.
  • Help scope and create content for the technical upskill of the team through training and e-learning.

Experience/Skills Required: Three key requirements – candidates must have SIPP administration, pension re-reg and Altus experience. If you have this background and are proactive, analytical and keen to learn, you will be a serious contender for this post.

Additional Information: The salary for this role is up to £35,000 with average bonus around £3,500 and pension contribution from the company around £4,000. All roles are currently WFH and when the office returns to normal functionality, this role along with most will ultimately be a 50/50 arrangement split between the office and WFH. Superb long-term prospects for people that knuckle down and show they want to learn.

Apply for Pensions Re-Reg Process Lead

Senior Project Manager

Ref: arc527

Surrey - Permanent

£55,000 - £65,000

  • Senior Project Manager - Surrey - c.£60,000
  • One permanent role and one 12-month contract
  • Change management experience essential
  • Involves managing business readiness across several initiatives/projects with a complex portfolio of change across one specific, expanding division
  • Blue-Chip business

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation, recruiting throughout 2020 and into 2021. This area of the business largely advises on pension, investment and health options, with your immediate focus being change management across several projects.

The Role:This role sits within our clients Business Change Team and supports a range of programmes at a strategic level for Global Advisory & Platform business. Your key responsibilities will include:

  • Supporting the team in the day to day running of the change portfolio
  • Supporting the portfolio prioritisation process, ensuring timely presentation to senior stakeholders to agree the order of project delivery
  • Providing services such as planning, scheduling, quality management, resourcing, risk assessment and project/programme reporting
  • Managing the programme issues and risks register, driving through issue resolution and risk mitigation
  • Supporting work-streams in the creation of project plans
  • Identifying dependencies/gaps in the programme, taking ownership through to a successful conclusion
  • Dealing with Change Requests, including taking ownership of them, facilitating impact assessments, leading communications around them and seeing them through to closure
  • Assisting the programme/project manager with budget management as required

Experience/Skills Required:Experience of project management and change management is absolutely key. Knowledge of project methodologies including Agile & Waterfall is going to be important. You must also have experience of project planning, project reporting and managing project risks/issues. Any business analysis, negotiation and facilitation skills will be advantageous, as will previous exposure to MS Project & MS PowerPoint.

Additional Information:The salary for this role is c.£60,000. Bonus average is around 15% (£9,000) and the pension contribution from the company to 13% c.(£8,000). The head office is based in Surrey and whilst this role can be partly WFH, a regular commute into the office will be required, so location will be a factor.

Apply for Senior Project Manager

Trainee IFA Administrator

Ref: arc493

SW London - Permanent

£24,000 - £26,000

  • Trainee IFA Administrator, SW London, salary £24,000 - £26,000
  • Established IFA business, successful private client and employee benefit arms
  • You must have some administration experience within Financial Services
  • Study support provided, aim is for this person to become a Level 4 Qualified IFA Administrator

The Company:Our client is a well-established IFA firm, growing from 13-16 people with a great feel to the office and excellent support provided for people to work towards IFA Administrator and Paraplanner roles.

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

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

Skills/Experience Required:For this Trainee IFA Administrator role, you should already have administration experience within Financial Services, be that within a life office, bank, building society, mortgage brokerage etc. Excellent written and verbal communication skills are essential, as are strong attention to detail and the ability to work unsupervised, under pressure and to tight deadlines. Previous experience with MS Word, Excel and Outlook would prove advantageous.

Additional Information:Salary for the Trainee IFA Administrator role is £24,000 - £26,000 with bonus, pension scheme, PMI, Vitality & Wellbeing programme and Health Cashplan, along with that study support. Hours Mon-Fri, 8.45am – 5.30pm.

Apply for Trainee IFA Administrator

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    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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  • Highly professional with excellent market knowledge. Recommended

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

    Accepted a role that mixes complaints investigations with technical query resolution

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

    CANDIDATE - Looking for new challenge away from retail

    Placed with Blue Chip employer in an Academy Client Services role

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

    CANDIDATE - Mortgage Administrator

    Placed into a Trainee Paraplanner role with award winning Broker

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

    CANDIDATE - Protection Administrator wanting to broaden horizons

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

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

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

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

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

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

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

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

    CANDIDATE - Mortgage Administrator

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

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

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

    Secured a remediations role with a global FS employer

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