Financial Services

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Active Recruiting Consultants Ltd

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

Financial Services Jobs

Business Manager

Ref: arc477

Surrey - Permanent

£38,000 - £45,000

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

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

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

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

Provide support to the Head of Business Change PMO and coordinate the execution of day to day business management responsibilities with a focus on change management support

Organise, facilitate and document key business meetings

Oversee and manage costs against budget for specified initiatives

Produce and coordinate data and MI to inform key business decisions as well as leading change MI and reporting

Support communication across the UK Business including Webchats, Town Halls, informal updates etc. agreeing approach, content and delivery methods

Provide regular updates on UK Business activities to a variety of audiences including reporting on change management delivery performance

Skills / Experience Required: To be considered for the Business Manager role, you must have a strong understanding of business process and controls with proven experience in a business operations or a change management environment within Financial Services. You will need to show an understanding and awareness of business management, a hands-on mentality and ability to work under pressure. Strong analytical and problem-solving skills as well as excellent communication and negotiation skills are a must. Technical proficiency in MS Office and data analysis applications, including PowerBI, Excel, PowerPoint, SharePoint are also important.

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

Apply for Business Manager

Quality Coach/Approver

Ref: arc471

Surrey - Permanent

£strong package

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

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

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

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

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

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

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

Apply for Quality Coach/Approver

Senior Paraplanner

Ref: arc472

Surrey - Permanent

£35,000 - £40,000

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

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

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

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

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

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

Apply for Senior Paraplanner

Senior Underwriter

Ref: arc476

Surrey - Permanent

£35,000 - £40,000

**Senior Lifetime Mortgage Underwriter **Surrey **to £40,000 + bonus to 25% **Genuine chance to progress through to a management level role within the No.1 player in this particular market **Looking for mortgage underwriting experience in any mortgage lines, someone who can take on the responsibility of being the senior member of the team and ideally someone with previous supervisory experience.

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

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

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

Skills / Experience Required:To apply for the Senior Lifetime Mortgage Underwriter role, you should have underwriting experience gained working for a mortgage lender, holding a personal mandate to approve mortgage applications. Good knowledge of secured lending and property related matters with an ability to interpret and communicate lending policy. You should also have the ability to mentor, train and coach others in technical areas.

Additional Information: The Senior Lifetime Mortgage Underwriter package is a salary of £35,000 - £40,000 and bonus to 25% with 25 days holiday plus your birthday off, company pension and various life/health benefits.

Apply for Senior Underwriter

Lifetime Mortgage Underwriter

Ref: arc475

Surrey - Permanent

£27,000 - £35,000

**Lifetime Mortgage Underwriter **Surrey **to £35,000 + bonus to 25% **Genuine chance to progress through the ranks of a growing business that is the No.1 market player in this particular sector **Looking for mortgage underwriting experience in any mortgage lines and someone who can take on the responsibility of being one of the more senior members of the team.

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

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

  • Act as a source of advice and guidance in interpreting Lending Policy to brokers and other team members, as well as helping the Underwriting team develop the skills and competency required to deliver the high-quality decisions that the business demands.
  • On occasion you will also act as the deputy to the Credit Policy Manager as part of your longer-term personal development plan.

Skills / Experience Required:To apply for the Lifetime Mortgages Underwriter role, you should have underwriting experience gained working for a mortgage lender, holding a personal mandate to approve mortgage applications. Any manual underwriting experience would be a bonus. Good knowledge of secured lending and property related matters with an ability to interpret and communicate lending policy. You should be able to coherently and accurately summarise information regarding lending and property issues, make risk-based recommendations or decisions and possess the ability to mentor, train and coach others in technical areas.

Additional Information: The Lifetime Mortgages Underwriter package is a salary of £27,000 - £35,000 and bonus to 25% with 25 days holiday plus your birthday off, company pension and various life/health benefits.

Apply for Lifetime Mortgage Underwriter

Underwriter Assistant

Ref: arc474

Surrey - Permanent

£20,000 - £23,000

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

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

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

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

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

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

Apply for Underwriter Assistant

Mortgage/Savings Administrator

Ref: arc473

Surrey - Permanent

£20,000 - £25,000

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

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

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

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

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

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

Apply for Mortgage/Savings Administrator

IFA Administrator

Ref: arc469

SURREY - Permanent

£25,000 - £28,000

**IFA Administrator **Godalming, Surrey **To £28,000 + bonus **A professional wealth management practice run by established professionals including a winner of the Financial Adviser of the Year award **Opportunity for someone with solid IFA administration experience to develop and progress within the business **Great team/office atmosphere.

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

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

  • Preparing new business including life assurance, ISAs, bonds, pensions including SSASs and SIPPs and chasing through to completion/on risk whilst also completing client review packs for client meetings
  • Obtaining literature and forms from providers and pre-completing basic client details
  • Issuing LOA’s to providers, requesting information as necessary and loading plans to IRESS/Volume as necessary
  • Produce and issue year-end tax packs to clients or designated contacts
  • Follow up any outstanding fees and commission
  • Updating and liaising with clients during new business processing
  • Telephone cover at all times.

Skills / Experience Required:Our client's ideal candidate will have experience of working within the support function of an IFA / wealth management business and previous life policy exposure. Previous exposure to IRESS would be an added bonus but not essential. You must also be an excellent communicator and a genuine team player.

Additional Information:The salary for this role is to £28,000 plus bonus, 25 days holiday, DIS and Income Protection benefits. Working hours are 9am - 5.30pm, Monday to Friday.

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

Apply for IFA Administrator

Complaints Handler

Ref: arc470

Surrey - Permanent

£strong package

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

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

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

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

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

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

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

Apply for Complaints Handler

Banking Cashier

Ref: arc427

Epsom - Permanent

£21,000 - £23,000

**Banking Cashier **Epsom town centre **To £23,000 **An opening has arisen in Epsom town centre for someone with previous bank or building society experience, ideally having worked as a Cashier or Personal Banker previously **Hours are 8.45am - 5.15pm Mon - Fri **You would also work one Saturday per month from 8.45am - 12.15pm for which overtime would be paid at 1.5 x hourly rate, so further boosting your income.

The Company:Our client specialises in lending and retail savings. There is a good working atmosphere within the branch which numbers 3-4 people and the head office, which is also local, numbers around 175 staff.

The Role:This is a customer facing post, conducting account transactions for new and existing customers, handling account opening, withdrawals, deposits and closures. You will strive to provide a high level of customer service, maintain an up to date knowledge of all products and services, forward relevant information and follow up in order to encourage new business conversion. It is vital that you portray a positive and professional image of the company to customers at all times. When you are not dealing with customers in-branch, you will provide support to the Customer Services Team in Head Office by carrying out various administrative tasks relating to mortgage or retail investment business.

Skills / Experience Required:To be considering for this Banking Cashier role, a background in personal banking / cashiering within a bank or building society (Cashier, Essential Banker, Community Banker etc) is essential and any prior administrative experience would also be beneficial. You should naturally want to provide excellent customer service, be willing to learn and enthusiastic about this type of work. You should be calm under pressure with a 'can do’ attitude. You should also be educated to GCSE level, minimum B grade in both Maths & English and have a smart appearance.

Additional Information:This Banking Cashier role comes with a salary of up to £23,000, plus a bonus scheme, pension, Bupa, an active sports & social club, 20-27 days holiday, concessionary mortgage facilities and professional study support.

Apply for Banking Cashier

Office Manager/PA

Ref: arc456

South-West London - Permanent

£34,000 - £40,000

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

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

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

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

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

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

Apply for Office Manager/PA

Mortgage Administrator

Ref: arc433

SW London - Permanent

£25,000 - £38,000

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

The Company:This brokerage generates extremely healthy volumes of business and the case values are high given the area they are based in. They have been operating for over 10 years, based in West London with a leading industry figure at the helm.

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

  • Communicate and establish courteous relationships with clients

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

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

  • Getting suitable terms for client from Providers

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

Skills / Experience Required:For this Mortgage Administrator post, our client is looking for people with a minimum of 2 years mortgage administration experience, submitting cases and chasing through. A strong work ethic is essential as this brokerage produces excellent levels of business and in turn, good communication skills are key, as is the ability to pay a lot of attention to detail. The team environment is really positive, so being a good team player is essential.

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

Apply for Mortgage Administrator

DC Implementation Coordinator

Ref: arc443

Surrey - Permanent

£22,000 - £28,000

**Pensions Data Implementation Coordinator **Surrey **To £28,000 **An established DC/pensions operation is looking for someone with recent DC or DB pensions administration experience **Varied & challenging role **Coordinating and planning daily project tasks **Taking responsibility for covering all data aspects of establishing new DC schemes **This client is regarded a leader in training and developing staff long-term.

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

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

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

Skills / Experience Required:To be considered for the Pensions Data Implementation Coordinator role, you must have previous experience as a DC or DB Pensions Administrator - previous implementation or installation experience would be viewed as an unexpected bonus. Attention to detail and a focus on accuracy are essential skills and our client is also keen to find people who are self-starters, keen to take on responsibility and new projects.

Additional Information:The Pensions Data Implementation Coordinator post comes with a salary of up to £28,000 and bonus would normally be £2,000 - £3,000 with the pension contributions from our client also being to around £3,500. Free car parking available along with a host of additional benefits.

Apply for DC Implementation Coordinator

Pensions Data Quality Analyst

Ref: arc449

Surrey - Permanent

£22,000 - £30,000

**Pensions Data Quality Analyst **Up to £30,000 **Surrey **Major FS employer looking for someone with pensions administration experience (ideally DC or DB schemes), good MS Excel skills who is looking for a more analytical role **Varied & challenging role, lots of scope to develop within a growing division **Analyse customer data quality, identify data gaps, work towards achieving high quality data and engaging the client via Face to Face, phone and email.

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

The Role:This part of the business is driven by improving data quality/cleaning data on existing schemes, the plan being to identify data gaps/discrepancies in all existing client pension schemes and then put an action plan in place with the client to improve that data. You will liaise with members, employers and third parties to gain accurate and up to date data as well as coordinate and plan day to day project tasks to ensure timely delivery. In addition to the above, your key responsibilities will include:

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

Skills / Experience Required:To be considered for the Pensions Data Quality Analyst role, previous experience within pensions administration is essential, ideally corporate DC or DB pensions. Our client is keen to find people who are at least at an intermediate level with MS Excel with the ability and interest to develop this skill-set further. Previous involvement in projects would be beneficial as would good communication and organisational skills.

Additional Information:The Pensions Data Quality Analyst role comes with a salary of up to £30,000 with some flexibility possible and bonus would normally add £2,500 - £3,500 with the pension contributions from our client also being to around £3,500. Free car parking available along with a host of additional benefits.

Apply for Pensions Data Quality Analyst

IFA Administrator

Ref: arc468

Birmingham - Permanent

£25,000 - £30,000

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

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

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

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

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

Apply for IFA Administrator

Complaints Technical Manager

Ref: arc467

Surrey - Permanent

£1st Class Package

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

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

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

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

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

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

Apply for Complaints Technical Manager

Mortgage Paraplanner

Ref: arc429

West London - Permanent

£30,000 - £35,000

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

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

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

  • Completing all online Agreement in Principle’s and Mortgage Applications
  • Completing all Life Insurance Applications for Providers
  • Ensuring that both the Fact Find and Medical Questionnaire are filled in correctly
  • Pro-actively liaising with clients to request documentation, checking the documentation that is provided is correct and compliant
  • Sourcing Mortgage rates for the Mortgage Broker using the Trigold system
  • Sourcing Life Insurance premiums using AssureWeb
  • Arranging for the Solicitor & Valuation fees to be taken where applicable

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

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

Apply for Mortgage Paraplanner

Customer Relations Consultant

Ref: arc466

Surrey - Permanent

£23,000 - £25,000

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

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

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

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

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

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

Apply for Customer Relations Consultant

Enhanced Call Handler

Ref: arc464

Surrey - Permanent

£1st Class Package

**Enhanced Services Call Handler, Sutton/Redhill/Kingswood area, excellent package and prospects **A genuine development opportunity for people with office based customer service, call centre or retail experience **A global Financial Services company **The bonus, overtime, supplements and pension scheme really add up to making this an attractive package **If you really do want to knuckle down and work your way up, this client provides the environment within which to do that.

The Company:Our client is a global force in Financial Services, employing over 5,000 people, managing £150billion+ worldwide. For those with a good work ethic, focus and ambition, this is an excellent company to work for.

The Team:The Phone Teams respond pro-actively to resolve incoming telephone queries from Financial Advisers and direct customers/investors. The role of the area is to provide support and information to customers investing with the business; to assist in resolving any queries; and to actively promote additional/alternative products and services. The main aim, always, is to meet customers' needs, outlined in their initial contact.

The Role:This post involves taking 30-40 incoming calls. You will be expected to respond to a variety of queries which may revolve around transactional questions, educational queries, general problem solving, complaint handling and some promotional queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. This is a 35 hour week, shift rota’s being 8am - 4.30pm, 8.30am - 5pm, 9am - 5.30pm and 9.30pm - 6pm.

Skills / Experience Required:For the Enhanced Services Call Handler role you should have office based customer service, call centre or retail experience and this can also include recent graduates or A Level school/college leavers. You must have a stable work history, be confident and enthusiastic on the phone and be able to take the initiative to escalate issues as appropriate. Your attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people whoWANT TO LEARN.

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

Apply for Enhanced Call Handler

Call Handler / Administrator

Ref: arc295

Surrey - Permanent

£20,000 - £23,600

**Call Handler / Administrator, Epsom, to £23,600 **A genuine chance of progression **Recent graduates with some customer service experience considered **A mix of inbound query handling on mortgage and savings accounts (ISA’s) and administration work **This business has expanded healthily over the last 3-4 years, now c. 170 people **If you want to utilise your customer service/call centre skills, take on some administrative responsibilities and progress through the company, this client gives you the tools to achieve that.

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

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

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

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

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

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

Apply for Call Handler / Administrator

Pensions Call Centre Agent

Ref: arc446

Surrey - Permanent

Package info upon application

**Pensions Call Centre Agent **Better salary & package than most similar roles in the area **An expanding pensions operation, looking to become a UK leader in retirement solutions **Our client seeks telephone based customer service experience,previous bank/building society experience orrecent 'A' Level school leavers / graduates with some retail/customer service based experience **The post focuses on responding to incoming pension queries **This client is regarded as a leader in training and developing staff long-term.

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

The Role:This Division acts as the first point of contact for members, IFAs and selected administrators of DC full service clients / pension schemes looking to access information regarding a Pension (approx 35-40 calls daily). You are responsible for answering inbound queries relating to the administration and servicing of pension accounts, ensuring excellent service standards are met. You must ensure that all aspects of the request are fully addressed and provide relevant additional information as appropriate. As you progress and move beyond 6 month’s experience in this role, you will gradually take on more administrative responsibility. Initially you will provide up-to-date information on:

• Plan details and member account information
• Products, investment fund options, fund prices
• Market news
• General enquiries on processes, forms, etc.
• Switching existing balances
• Change allocation of future contributions

Skills / Experience Required:Recent 'A' Level school leavers or graduates with some customer service experience do well in this role, that experience coming from retail, bar work, leisure centres etc. For more experienced candidates, previous telephone experience in a contact centre environment or experience working in a bank/building society are preferences. You must be someone who wants to 'own’ your development, a team player, possess a proactive approach to internal relationships with an enquiring mind. A 'can do’ attitude, pro-active problem resolution skills and attention to detail are also traits that our client will look for. Proficiency in MS Word / Excel would be advantage.

Additional Information:A very competitive salary with a generous bonus and pension contribution in addition (FULL DETAILS ON APPLICATION). Hours are on a rotating shift of 8am - 4pm, 9am - 5pm and 10am - 6pm. The main consideration should be the potential to progress within an office of c.1600 people. Initial 4 week training programme.

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

Apply for Pensions Call Centre Agent

New Business Call Handler

Ref: arc296

Surrey - Permanent

£20,000 - £23,600

**New Business Call Handler, Epsom, to £23,600 **Genuine prospects - this client has expanded over the last 18 months **Excellent office atmosphere **Exposure to both the mortgage and savings sides of the business **Liaising with new/prospective customers, answering queries, promoting product benefits **Looking ideally for contact centre experience within Financial Services, Banking or Insurance.

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

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

  • Maintain an up to date knowledge of all products and services including ISA’s, Bonds, Mortgages, Trackers and Children’s Savings
  • Deal with telephone callers promptly, accurately and efficiently – 40 to 50 calls per day
  • Promote products and services, but without ‘selling’
  • Issue relevant literature, illustrations and application forms
  • Pro-actively follow up enquiries
  • Contact customers periodically regarding services and products
  • Carry out market research
  • Pro-actively call existing mortgage customers
  • Occasionally attend events and other functions to promote products and services

There is a shift rota within this team, the team operating from 8am to 6pm Monday to Thursday and 8am to 5.30pm on a Friday, so the rotating shifts are 8am – 4.30pm, 8.30am – 5pm, 9am – 5.30pm and 9,30am – 6pm. Once a month you would be required to do a half-day on a Saturday, from 9am to 12pm for which you would be paid 1.5 x hourly rate.

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

Additional Information:The New Business Call Handler role has a basic salary of £20,000 to £23,600 as well as an annual bonus, overtime, good company benefits including pension and professional qualification sponsorship.

Apply for New Business Call Handler

Pension & Investment Admin

Ref: arc462

Kent - Contract

£strong package

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

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

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

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

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

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

Apply for Pension & Investment Admin

Inbound Call Handler

Ref: arc201

Surrey - Contract

Details available upon application

**Inbound Call Handler **Excellent package inc. salary, healthy bonus, overtime and excellent pension **Kingswood/Tadworth area of Surrey **A genuine development opportunity for people with office based customer service, call centre or retail experience **A global Financial Services company **Immediately enrolled into our clients 'Academy’ system that will see you progress through the business **If you really want to knuckle down, learn and work your way up, this client provides the environment within which to do that.

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

The Team:These teams respond pro-actively to resolve incoming telephone, letter and email queries from Financial Advisers and direct customers/investors. The role of the area is to provide support and information to customers investing with the Firm; to assist in resolving any queries; and when relevant, to inform investors about other/additional products and services.

The Role:This post involves taking 30-40 incoming calls. You will be expected to respond to a variety of queries which may include: information on a customer account, the details about a particular product, the resolution and prevention of a problem, in addition to web navigation and online queries. Every interaction with a customer should be seen as an opportunity to meet the business goal of acquiring new and retaining existing assets. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. Around 70% of your time will be based around query resolution and the remaining 30% focused on the more simple complaints resolution cases (complex cases are resolved by specialist teams). Hours are shifts of 8am - 4pm, 8.30am - 4.30pm, 9am - 5pm and 10am - 6pm as well as one Saturday per month. The roles are initially on a 12 month contract basis, with the vast majority of contracts going perm eventually.

Skills / Experience Required:You should have office based customer service, call centre or retail experience (essentially any type of customer interaction background) and this can also include recent graduates or A Level school leavers. You must have a stable work history, be confident and enthusiastic on the phone and be able to take the initiative to escalate issues as appropriate. Your attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people whoWANT TO LEARN. The in-depth training programme lasts 3 weeks and is ongoing.

Additional Information:The package includes a healthy basic salary + bonus around 7.5% + overtime for working one Saturday per month at double rate + generous pension benefits. The main consideration is the progression though - good people can progress quickly if they apply themselves.Full package details available upon application.

Apply for Inbound Call Handler

IFA Administrator

Ref: arc460

London - Permanent

£20,000 - £30,000

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

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

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

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

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

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

Apply for IFA Administrator

Customer Service Consultant

Ref: arc046

Surrey - Permanent

£19,000 + c.£2,750 bonus

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

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

The Role:This customer service role is crucial to the overall success of the company.As part of a team that has grown from 15-30 people recently and split over two locations, you will be responsible forbookingappointments for customers to speak to Advisor's about their financial options upon retirement. This isachieved through both inbound and pro-active outbound calling from warm leads generatedacross a number of corporate partners. You will also revisit leads generated previously when the timing was not right for the customer to go ahead. You will also assist stalled online customers and instigate the return of application packs. If products suit the customer’s needs, you will need to persuade them to continue their journey with our client through booking an Advisor appointment.

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

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

Additional Information:The role pays a basic of £19,000 and bonus ranging from £2,250 - £4,750 (on average around £2,500 - £3,000) as well as a comprehensive benefits package including pension.

Apply for Customer Service Consultant

IFA Call Centre Agent

Ref: arc426

Surrey - Permanent

Details available upon application

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

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

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

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

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

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

Apply for IFA Call Centre Agent

Trainee Mortgage Advisor

Ref: arc433

SW London - Permanent

£24,000 - £30,000

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

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

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

  • Communicate and establish courteous relationships with clients

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

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

  • Getting suitable terms for client from Providers

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

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

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

Apply for Trainee Mortgage Advisor

Investment Call Handler

Ref: arc428

Surrey - Permanent

Very Competitive Package

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

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

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

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

  • Take incoming phone calls within agreed performance and quality standards

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

  • Demonstrate high levels of customer focus

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

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

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

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

  • Complaint handling

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

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

Apply for Investment Call Handler

Call Centre Caseworker

Ref: arc421

Surrey - Contract

Excellent Package

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

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

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

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

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

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

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

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

• Explain relevant products and procedures clearly and simply.

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

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

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

Apply for Call Centre Caseworker

Mortgage Administrator

Ref: arc433

SW London - Permanent

£25,000 - £30,000

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

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

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

  • Establishing courteous relationships with clients

  • Meeting and greeting all visitors to the office

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

  • Completing the Client Completion Packs

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

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

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

  • Getting suitable terms for client from Providers

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

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

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

Apply for Mortgage Administrator

Senior Compliance Consultant

Ref: arc230

Oxford: HOME BASED - Permanent

£35,000 - £42,000

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

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

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

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

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

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

Apply for Senior Compliance Consultant

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

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

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

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    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

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

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    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!

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