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Financial Services Jobs

Financial Services Administrator

Ref: arc539

Isle of Wight - Permanent

£negotiable

  • Financial Services Administrator – Newport (IOW) - Permanent - £negotiable
  • Process new business, prepare client files, welcome & information packs
  • Strong MS Office, communication & team-working skills essential
  • Any Pensions or Financial Services experience a bonus
  • Sought after employer, excellent team dynamic, genuine chance of progression

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

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

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

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

Additional Information:The salary for this Financial Services Administrator is negotiable and details will be provided upon application. There is an annual bonus that averages to around 7.5% c.(£1,700) + pension contribution from the company of up to 13% (£3,000). Initially WFH and when the office reopens this role will be a mix of office based and WFH. Great opportunities to develop.

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Employee Benefits Administrator

Ref: arc494

SW London - Permanent

£23,000 - £26,000

  • Employee Benefits Administrator, SW London, to £26,000
  • Wealth Management business, established over 25 years, successful employee benefits arm
  • Study support provided for Administrators who want to progress
  • Looking for 1+ years experience with any type of group/corporate product – DB/DC Pensions, GPP, Group Life/Protection etc

The Company:Our client is a well-established wealth management business with 14 people, now expanding to 17 with this role and a need for an IFA Administrator and Paraplanner.

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

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

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

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

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Mortgage Administrator

Ref: arc538

Southampton - Permanent

£20,000 - £25,000

  • Mortgage Administrator, Southampton, £20,000 – £25,000
  • Previous financial services or mortgage administration experience essential
  • Excellent working environment, established brokerage
  • Role involves new business admin, obtaining valuations & liaising with clients, lenders and solicitors

The Company:This is one of the leading brokerages on the South-Coast, long established and expanding at a steady pace. This is a fully employed, full-time role and would suit someone who is keen to work within mortgage administration long-term.

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

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

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

Additional Information:The salary for this Mortgage Administrator role is £20,000 – £25,000, hours being Monday to Friday, 9-5pm. The office is around a 15-minute walk from the nearest station, but there is a bus stop opposite our client’s office and free parking available. There is also a discretionary bonus and a pension available.

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DB Pensions Administrator

Ref: arc491

Surrey - Permanent

£28,000 - £32,000

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

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

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

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

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

Apply for DB Pensions Administrator

Paraplanner

Ref: arc509

SW London - Permanent

£37,500 - £45,000

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

The Company:Our client is a well-established IFA firm with 14 people in the office and a requirement now for this Paraplanner and an additional Administrator to follow. Our client specialises in advising creative professionals as well as forward-thinking business owners and companies.

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

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

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

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

Apply for Paraplanner

Trainee IFA Administrator

Ref: arc493

SW London - Permanent

£24,000 - £26,000

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

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

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

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

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

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

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AML Technical Manager

Ref: arc537

Surrey/WFH - Permanent

£negotiable

  • DETAILS:AML Technical Manager – Surrey/WFH mix – Permanent - £negotiable
  • REQUIREMENTS:AML / KYC & Team Leader / Manager experience
  • REASON FOR VACANCY:Manage team through migration of large book of clients, then a BAU role
  • WHY APPLY?:Sought after employer, lots of AML expansion, great chance to progress within a company that wants you to develop
  • SALARY/BENEFITS:Can disclose salary bracket on application + bonus c.£7,500 + pension to £6,500

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

The Role:The main purpose of this role is to provide leadership support for AML operational aspects of a project to migrate a large book of clients on to their platform. This will entail the management of 3-4 direct reports who in turn have reports themselves, so around 15-20 people in total, possibly more during the initial peak times of the project and this will also include staff in one other UK office and abroad. You will coordinate with a 3rdparty Managed Service Provider re project resourcing and supporting operational readiness ahead of the migration. Following completion of the project, this role will form part of the Financial Crime BAU structure, supporting the ongoing uplift in the volume of activity in this area and other business strengthening initiatives. Key responsibilities include:

  • Management of staff working on the migration project supporting AML activity, including all aspects of progressive leadership and employee development
  • Co-ordination with a 3rd party Managed Service Provider
  • Providing AML support for query management, exception / high-risk case sign-off, and engagement with 2nd Line Compliance teams
  • Ensuring team(s) are adhering to required standards and oversight of quality framework outcomes
  • Supporting operational readiness activity ahead of the migration, including requirements gathering, process design, stakeholder engagement and reporting to project managers
  • Form part of the function’s extended leadership team, and contribute to ongoing strengthening activity
  • Production of relevant and actionable management information (MI)

Experience/Skills Required:For this AML Technical Manager role, you must have a strong AML / KYC Financial Services background that has involved managing small to medium sized teams. Confident communication skills, a desire to learn, influencing skills and excellent time management are other ideal strengths our client will be looking for.

Additional Information:The salary for this AML Technical Manager role is negotiable. There is an annual bonus that averages to around 15% (£7,500) + pension contribution from the company of up to 13% (£6,500). Initially WFH and when office reopens this role will be a mix of office based and WFH. Great opportunities to develop.

Apply for AML Technical Manager

DC Implementation Coordinator

Ref: arc536

Surrey - Permanent

£negotiable

  • Pensions Implementation Coordinator
  • Surrey, £negotiable, Permanent Role
  • Work in DC or DB pension admin? Want to work in an implementations/project role?
  • Role focuses on scheme implementations & BAU scheme change projects
  • Great chance to broaden your horizons and break out of administration

The Company:This role is based within our clients impressive Head Office complex. A good deal of their business comes in the shape of large, corporate pension schemes and due to someone gaining an internal move our client needs someone ideally with a DC / DB admin background to replace them.

The Role:The Role covers all aspects of establishing DC trust & contract schemes from initial review and analysis of the DC product sold, undertaking a due diligence meeting with the client, data set up, to receipt of monthly contributions and issuing of new joiner letters and Member Statements. The role also covers corporate actions which includes the project management of any major changes in any Plan & investment design post set up. Your key responsibilities will include:

  • Work internally and externally with execution teams to link in relevant documentation, instruction letters, timelines to ensure risks are mitigated and costs to members/clients are controlled
  • Create new schemes on systems and update existing schemes where needed.
  • Complete transitions and money movement on member accounts.
  • Reconcile member positions post-transition.
  • Manage timing of events and ensure all tasks are covered in a risk-controlled manner
  • Develop, monitor and update a project plan/task list throughout the Transition and corporate action process.
  • Communicate scheme design features to all impacted internal teams.

Experience/Skills Required:This Pensions Implementation Coordinator role requires previous DC and/or DB administration experience and ideally someone used to a project-based environment. Our client requires a self-starter, good attention to detail, a strong communicator and very comfortable with MS Excel. A willingness to learn and develop is also a factor.

Additional Information:The salary for this role is negotiable. It is a permanent role and when normal office operations resume, this role will be a mix of office based and WFH. There is a generous bonus scheme, excellent pension scheme and overall benefits as well as free parking.

Apply for DC Implementation Coordinator

Senior Mortgage Administrator

Ref: arc523

SW London - Permanent

£30,000 - £38,000

  • Senior Mortgage Administrator
  • To £38k + bonus, multi-award winning Mortgage Brokerage
  • Need several years mortgage brokerage admin experience, including experience of submitting applications
  • 1st Class, expanding support team
  • If you have that experience and just feel you need a better opportunity, this could be a great option

The Company:This is a mortgage brokerage that has flourished through the pandemic period, has continued to consistently generate extremely healthy volumes of business and despite recently adding to the team, still need further support as the office is expanding with further plans through 2021, so a very positive place to be.

The Role:This role will see you become an important part of the support team. This brokerage largely deals with HNW clients who expect a certain level of service, so the team is set up to ensure client expectations are managed throughout the process and their outcome is positive. You will liaise with Lenders, Insurance Providers and Solicitors on behalf of clients, providing them with all the required information, playing a key part in getting offers over the line. The key tasks will include:

  • Communicate and establish positive, professional and 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 the Senior Mortgage Administrator role, our client is looking for people who have worked within a mortgage brokerage in an administration capacity. At least 3-4 years experience in submitting applications and chasing through to completion is vital. A desire to complete the CeMAP qualification is important, if you do not already hold that, as is a strong work ethic - this brokerage produces excellent levels of business, so strong verbal and written communication skills are really important, as is attention to detail and being a team player.

Additional Information:The salary is £30,000 - £38,000 with bonus in addition. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual. The office is around 15 mins from Wimbledon station.

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SIPP & Transfers Administrator

Ref: arc526

London - Permanent

£28,000 - £40,000

  • Pension Transfers & SIPP Administrator - to £40,000
  • London (walk-able from London Bridge, Fenchurch Street, Aldgate, Tower Hill)
  • Massively expanding FinTech, growing in 2021 from 100 - 200 people
  • Newly launched SIPP product - you will support operational roll-out, act as an Subject Matter Expert & provide end-to-end admin support re on-boarding, transfers, calculations……
  • Must have pension transfers and SIPP/DC admin experience
  • The Company:Our client is a technology company focusing on the retail investment market, expanding into Europe in 2021 on the back of funding that is now close to £25m.

    The Role:Due to this recent new SIPP launch, our client is now looking for an ambitious and driven person to join the Operations team. This is an exciting opportunity to help develop the operational blueprint for their SIPP product operations while building for customer excellence. Initially your focus will be:

    • Supporting the continued operational roll-out of the SIPP product.
    • Act as subject matter expert to the engineering team as they build the functionality into the existing platform to enable automation.
    • Provide end-to-end administration services including on-boarding, transfers, calculations, valuations, benefit calculations, retirements and general servicing.
    • Assist the operations team in ad-hoc brokerage work.
    • Provide technical support to the Customer Operations team to help answer client queries.

    Experience / Skills Required:You must have a solid SIPP and/or DC pensions administration experience that includes working on pension transfers. Our client is ideally looking for someone with experience in electronic transfers and used to working on a number of projects. You should be independent and enjoy working in a fast-paced environment where you can act on and share ideas.

    Additional Information:The Pension Transfer & SIPP Administrator role has a salary of £28,000 - £40,000 with bonus c.10%, pension, stock options and a number of life/health benefits.

Apply for SIPP & Transfers Administrator

Pensions Administrator

Ref: arc534

Surrey - Contract

£negotiable

Pensions Administrator – Entry Level

Surrey, £negotiable, expanding division, 6-month contract

People with no pensions experience considered as well as those with a background in SIPP, DB or DC administration

Processing all transfer elements within SIPP pensions (drawdowns, cash transfers in/out, re-registration in/out, benefit calculations & payment, death & divorce cases).

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

The Role: These posts are based within an area responsible for processing all transfer elements within SIPP pensions, this includes drawdowns, cash transfers in/out, re-registration in/out, benefit calculations & payment as well as death/divorce cases.In this particular role you will facilitate payments from customers pensions and this will need extreme attention to detail as there is a real RISK of errors resulting in financial loss. Key responsibilities include:

  • Ensuring a timely, pro-active and high-quality service to clients of the Retail SIPP including updates to procedures through close liaison with several internal teams
  • Making payments to customers from their pensions
  • Being aware of and abiding by HMRC regulations and limits
  • Keeping client facing teams aware of progress being made and dealing with any escalations
  • Provide and collate information for regulatory reporting
  • Work efficiently to ensure a significant contribution to your team’s target on a daily basis

Experience/Skills Required: SIPP administration experience is naturally a preference for this role, but serious consideration will be given to people with solid DB or DC pensions experience as well as people moving into pensions who can show they are quick learners, can use initiative, are numerate and good communicators. Accuracy and good organisation skills are also required.

Additional Information: The salary for this role is negotiable. The contract is 6 months, but within an office of 2,000 people there will be a genuine chance of moving into other areas of the business towards the end of the contract. Free parking available.

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Office Manager

Ref: arc456

West London - Permanent

£32,000 - £42,000

  • Office Manager, West London - to £42,000 + bonus
  • Are you an Office Manager with experience in assessing office procedures and implementing change?
  • You will also help develop the customer/client journey
  • Established, expanding Mortgage Brokerage, headed by a well-known industry figure
  • Office management experience in any sector 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 over 10 years, the MD is a leading Mortgage Broker and committed to expanding the business.

    The Role:The aim of the role is to support the MD in helping to establish the company as a growing business and aid expansion from 5-10 employees and beyond. You will be responsible for improving parts of the business that could be managed better and help drive future success. There will also be some PA duties to take care of for the MD including organising company events, booking travel/accommodation etc. Within all this, the additional duties will include the following:

    • Liaising with the Paraplanner in relation to documenting both the written and 'on risk’ business each month.
    • Managing the Client Incentive Program & making sure the Client Journey is being followed for each client.
    • Setting up Client and Introducer meetings in the MD’s diary.
    • Documenting and managing the component parts of the written business each month to report to the MD and working on ways to improve client capture and expansion of the different business areas.
    • Compiling the Estate Agent & Introducer referral data and providing regular updates to all parties.
    • Working with the HR support Company to set up staff annual leave, managing staff pensions & incentives etc
    • To support the on-boarding process for each new Employee.
    • To work with the MD’s SEO, Marketing & Branding Team to help expand the client bank and to maximise the potential opportunities.

    Skills / Experience Required:To be considered for the Office Manager role our client is looking for previous office management experience. Good organisational skills are key and a background of improving/implementing new processes. Someone who can interact well with the different team members and parts of the business and help bring things together effectively. A strong work ethic is essential as are good communication skills, good MS Excel skills, the ability to pay attention to detail, drive, personality and a commitment to doing a first-class job.

    Additional Information:The salary for the Office Manager role is £32,000 to £42,000 with bonus in addition. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) and whilst there may be an option for some WFH, team dynamics are really important within the business, so this will mainly be an office based role.

Apply for Office Manager

SQL Data Analyst

Ref: arc533

Surrey - Contract

£negotiable

  • SQL Data Analyst – Surrey/WFH mix – Initial 9-month contract - £negotiable
  • Real chance of contract extending or going perm eventually, a major employer
  • Experience with customer data would be very useful, as would good SQL & MS Excel skills
  • Project relates to a company acquisition, preparing for the migration of numerous types of data
  • Chance to move internally at the end of the project on an extended contract or permanent basis

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area is a brand-new function designed to support a new platform operating model. The team provides technical expertise on the running and ongoing development of the Platform, which includes understanding the systems, implementing improved processes, controls and work-flows.

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

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

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

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

Apply for SQL Data Analyst

AML Specialist (PEP)

Ref: arc532

Surrey - Contract

£negotiable

  • AML Specialist (PEP) – Surrey/WFH mix – Initial 12-month contract - £negotiable
  • Real chance of contract extending or going perm eventually
  • Politically Exposed Person (PEP) experience is absolutely key
  • Role is responsible for PEP identification & acting as an SME on initial & periodic PEP reviews
  • Strong AML/KYC experience within Financial Services also a big consideration
The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area of the business is responsible for the verification of new and existing UK clients for Anti Money Laundering purposes, in addition to the performance of periodic reviews and investigation of PEP, Sanction & Adverse Media screening alerts.

The Role:Our clients AML Financial Crime Hub is now looking for an AML Specialist to join them on an initial 12-month contract. In our experience in dealing with this company over the last 8-9 years, a very healthy % of contracts end up extending or going permanent eventually and with c.2,000 people within the complex, there are ample opportunities for development. In this role you will responsible for PEP Identification and acting as Lead SME representing their Retail Operations for initial and periodic PEP reviews. This will involve working closely with AML Technical Managers, Quality Checkers & Assurance, Financial Crime Compliance and various Heads of Business. The role covers a wide range of responsibilities including exposure to project representation, process improvement and implementation, PEP Register Maintenance and training new members of staff.

Experience/Skills Required:For this AML Specialist role, you must have a very strong PEP background ideally with experience in 1st line (Operations) and/or 2nd line (Compliance) departments in a Fund Administration environment. Strong AML/KYC Financial Services industry experienceis naturally going to be a consideration as is a thorough understanding of UK regulation and the interpretation and application of risk-based approaches in line with corporate philosophy.

Additional Information:The salary for this AML role is negotiable. There is an end of contract bonus of around 15% + pension contribution from the company of up to 13%. As mentioned, there may be opportunities for the contract to extend, or indeed go permanent.

Apply for AML Specialist (PEP)

Fees Administrator

Ref: arc531

Surrey - Contract

£negotiable

  • Fees Administrator – Surrey – £negotiable – 12-month contract initially
  • Recent graduates considered alongside those with any fees experience
  • Strong MS Excel skills a ‘must have’, a technical & project related role
  • Team responsible for calculating, collecting and paying Client & Adviser Fees
  • Salary details available upon application

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted quickly to the pandemic, recruiting throughout 2020 and into 2021.This area of the business is responsible for the calculation, collection and payment of both Client and Adviser Fees as well as Annual Management Charge Rebates.

The Role:You will work as part of the Intermediary Customer Remuneration (ICR) Team, focused on completing the daily, monthly and quarterly tasks, escalating any issues to the Line Manager where necessary. Accurate and timely processing is essential and there is also opportunity for a pro-active individual to initiate process improvements and find practical solutions to problems that arise within the department. You will also liaise with other areas of the business such as Sales and the Client Relationship Management teams. This role is ideal for people who enjoy working with MS Excel as that is a big part of your day as well as those who enjoy getting involved in a variety of projects and being able to prioritise your workload.

Experience/Skills Required:For this Fees Administrator role, our client will consider people with some previous fees-based experience, people who are very strong with MS Excel and also recent graduates who again, are extremely confident with MS Excel. Pride in your quality of work is important to our client, they want a proactive team player, good communicator, someone who is well organised with the ability to work in a fast moving, customer focused environment.

Additional Information:The salary for the Fund Data Project Associate role is negotiable. The head office is based in Surrey and whilst this role can be partly WFH, you would need to live within a reasonable commute to the office. Whilst initially this role is offered as a 12-month contract, there is a genuine chance that this contract will be extended or made permanent at some point. Great company to build a career with.

Apply for Fees Administrator

Fund Data Projects Associate

Ref: arc530

Surrey - Permanent

£negotiable

  • Fund Data Projects Associate – Surrey – £negotiable
  • Recent graduates considered alongside those with any fund data experience
  • Setting up new funds on our clients’ platform, lots of project involvement and client communications
  • Must be confident with MS Excel, a strong communicator and possess an analytical mindset
  • Salary details available upon application

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

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

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

Experience/Skills Required:For this Fund Data Projects Associate role, our client will consider people with some previous fund data experience or indeed recent graduates who are able to work independently, are well organised, can prioritise workloads and are analytical by nature. You should be strong with MS Word/Excel, possess excellent communication skills, be a quick learner and able to adapt to a variety of software.

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

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Pensions Process Trainer

Ref: arc529

Surrey - Permanent

£negotiable

  • Pensions Process Training Manager – Surrey – £negotiable
  • Hugely varied role for someone with process improvement experience
  • Previous pensions experience is favourable, as is any project management & training experience
  • One of the main growth areas within this impressive business, expansion through 2021
  • Salary details available upon application

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted quickly to the pandemic, recruiting throughout 2020 and into 2021. This area of the company looks after projects for Trustees and Scheme Sponsors, managing the delivery of new pension plans or amendments to existing pension plans.

The Role:The initial focus of this role will be business engagement, looking at how a number of teams function, how each part of these teams fit together – some of these will include Pensions Administration & Implementation Teams, Data Teams, Project Management Teams, Legal & Relationship Management Teams. Through analysing these areas you will work out which processes work well and which processes require alteration/re-design, you will then go about improving these processes and help coach/train/mentor each area.

The teams that you work with will be working on a wide range of pension plans, covering products such as Master Trusts, GPP’s, Fund Transfers/Closures, Section 32’s etc, so any previous experience in these areas or the wider DC / DB field would help you adjust quicker to the demands of the role. You will responsible for detailed guidance on, and upkeep of project management processes and procedures across the project life cycle, as well as ensuring standardisation, consistency and best practice and taking ownership of documentation, templates and various training plans required to train and upskill knowledge gaps across team members. Key aspects of the role include:

  • Project repository creation and management
  • Process documentation and user guides
  • Support and development of colleagues via training, coaching, mentoring and quality assurance
  • Governance & Audit of projects and associated policies, processes and procedures
  • Regular stakeholder engagement to ensure key processes are understood and adhered to

Experience/Skills Required:For this Pensions Process Training Manager role, our client is looking for a self-starter, someone keen to take on responsibility with experience in a number of areas including process improvement, project management and training. Pensions experience would certainly be an advantage together with strong organisational skills.

Additional Information:The salary for this role is negotiable. The head office is based in Surrey and whilst this role can be partly WFH, you would need to live within a reasonable commute to the office. Impressive bonus and pension benefits as well as genuine growth opportunities within the company.

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Pensions Process Analyst

Ref: arc528

Surrey - Permanent

£negotiable

  • Pensions Process Analyst - Surrey - £negotiable
  • Are you a Pensions Administrator looking for a change?
  • This role focuses on reviewing processes and implementing change, very much based around the customer/member experience
  • One of the biggest growth areas within this impressive business, expansion through 2021
  • Salary details available upon application
  • The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation, recruiting throughout 2020 and into 2021. This area of the business delivers investment management services to corporate pension plan sponsors and their employees.

    The Role:This team is responsible for coordinating launch readiness, new process design and management as well as stakeholder communication of all initiatives impacting their front-line and back office teams. The role exists to help provide the best possible service to customers and you do this by reviewing processes and building best practices across the department for day to day operations. In addition to the Customer Improvement program, ideas are raised in the 'War Room’ and you will then focus on rapid solutions for e-delivery of multiple member communications informed by clients, regulations and best practice. Key responsibilities include:

    • Act as an SME for various initiatives as our client continues to enhance their member and client offering
    • Support agenda for delivering change
    • Meet constantly with customer facing teams for input and confirmation of solutions
    • Support Top Tier client calls to inform solutions and ensure client satisfaction
    • Establish and maintain necessary relationships within a highly matrixed organisation
    • Review process issues and provide appropriate recommendation which leads to scalable and practical solutions that can be integrated with the current practices and regulations
    • Assist in preparing processes & procedures
    • Develop a complete understanding of all regulatory/risk/controls aspect of the department

    Experience/Skills Required:For this Pensions Process Analyst role, you will ideally come from a DC pensions admin background, or indeed possess solid experience within other pensions lines such as DB or SIPP etc. If you had experience working as a Subject Matter Expert, had process change/improvement experience or a background in the customer journey, these would all be a bonus for our client. You should be forward thinking, able to multi-task, communicative and well organised.

    Additional Information:The salary for this role is negotiable. The head office is based in Surrey and whilst this role can be partly WFH, you would need to live within a reasonable commute to the office. Impressive bonus and pension benefits as well as genuine growth opportunities within the company.

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Customer Service Associate

Ref: arc295

Surrey - Permanent

£22,000 - £23,600

  • Customer Service Associate, Surrey, to £23,600
  • A genuine chance to progress within an expanding business
  • A 60/40 mix of inbound query handling on mortgage & savings products and admin work
  • Looking for customer service experience within Banking, Financial Services 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 products are their key markets with this role exposing you to both sides of the business.

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

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

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

    Skills / Experience Required:As mentioned above, for this Customer Service Associate role our client will consider people with recent customer service experience within Financial Services or Banking. People with Personal Banking/Commercial Banking backgrounds would be strong options. 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. They will also consider recent graduates with some customer service or financial services experience and any recent exposure to inbound/outbound calls would be useful.

    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.

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IFA Administrator

Ref: arc504

London - Permanent

£28,000 - £35,000

  • IFA Administrator, ongoing option to mix WFH and office based
  • To £35,000 – office close to Liverpool St, Moorgate & Barbican
  • Award winning IFA business -varied role supporting 2 Advisors (support team of 6)
  • Must be an experienced IFA Administrator with Intelligent Office experience
  • The Company:Our client’s IFA business was established almost 20 years ago and has developed into a respected, award winning advisory firm. A truly holistic advice service with their spread of business being around 40% investments, 40% pensions and 20% mortgage & protection.

    The Role:An extremely varied admin support role that will see you heavily involved in the whole administration process, from preparing first meeting packs, inputting fact finds, obtaining illustrations and weekly planning / strategy meetings with Advisers. Due to recent upward movement within the team, the preference is for someone who is looking to focus on administration long-term, whilst still being able to learn and grow within the role and possibly gaining exposure to some elements of report writing, with templates at least initially. The primary responsibilities include:

    • Preparing first meeting packs
    • Inputting fact find details onto Intelligent Office (IO)
    • Set up clients and input cases onto IO
    • Input initial fee (commission) and expectation of future income onto IO
    • Obtain illustrations, input Attitude to Risk (ATR) questionnaire into Financial Express
    • Regular liaison with providers, clients and 3rdparties
    • Obtain & copy Anti Money Laundering documents
    • Complete verification form for Adviser signature
    • Pass prepared case to Compliance
    • Update IO regularly, chase business and attend weekly planning / strategy meeting with Advisers

    Skills/Experience Required:For the IFA Administrator role you must have at least 5 years’ experience of Financial Services administration gained within an IFA or Wealth management business, having covered a variety of products. You should be familiar with Intelligent Office and if not FPC/Level 4 Qualified, be open to progressing down this route. Good communication skills and analytical skills are also important as is finding someone with a good teamwork mentality.

    Additional Information:The salary for the IFA Administrator role is £28,000 – £35,000. Long-term there are options to work either fully from the office or if you prefer, a mix of office and WFH. There are 20 days holiday + 24thDec to 2ndJan as additional holiday. 4 x DIS, PHI, pension scheme & study support. Great atmosphere within the office.

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Pensions Administrator

Ref: arc524

Surrey - Permanent

£20,000 - £26,000

  • Pensions Administrator
  • To £26k + bonus, Redhill/Reigate
  • Chance for someone with Hybrid, DC, GPP or SIPP pensions experience to move into a DB role
  • 2020 a record year for this DB operation - expanding through 2021
  • If you want to develop, progress and expand your horizons, this is an excellent option to consider

The Company:This client has been through incredible growth the last few years and 2021 looks likely to see their DB operation grow in influence both within the business and within the market, coming off the back of a record year in 2020 despite the pandemic.

The Role:This role will work with our clients Third Party Administrators to complete all day to day operational tasks such as dealing with member queries & complaints, monthly funding for DB policy payrolls, data validation and DB reporting. You will also support other areas of the DB Team by providing key information and assisting with administrative matters such as creating the payroll calendars and the annual payroll for new schemes. This is a varied role that will see you get involved in reinsurance reporting, payroll reconciliations, operational MI, various calculations, mortality screening and providing presentation material. In addition, you will help to set up newly transacted schemes, support the DB Operations Team and coordinate the provision of scheme factors and transfer values. Lots of variety and compared to working for some TPA’s, you would essentially be a bigger fish in a smaller pond and feel more invested in the business with genuine chances for progression.

Skills / Experience Required:Administration experience within DB or Hybrid schemes would be preferred, but our client will seriously consider anyone with valuable DC, GPP or SIPP experience and help them adjust to the DB world. Any experience in working with pension scheme trustees or non-standard processes/systems would be beneficial.

Additional Information:This role pays a basic, dependent on experience, up to £26,000 and bonus would add around £1,500 to £2,000 on average. There is also a good pension scheme as well as life and health benefits, but our view is that the opportunity within a growing area of the business is the main attraction.

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Project Manager

Ref: arc521

Surrey - Contract

£50,000 - £60,000

  • Project Manager, Surrey, c.£55,000
  • 12-month contract, longer-term potential
  • Deliver a variety of work-streams and projects across multiple accounts
  • Looking for project management experience within Financial Services
  • Innovative, global business

The Company:This client is an important element of the fund management sector, producing innovative solutions/products that impact positively on a number of players within this market including Distributors, Fund Managers, IFA's and Wealth Managers. Numerous office locations around the world with this office numbering around 80 people.

The Role:Initially this role will be worked on a WFH basis with flexibility ultimately for the role to be a mix of office based and WFH. As a Project Manager you will be responsible for managing key client projects across the company product range. You will work together with multiple individuals and teams both internally and externally (on & offshore), helping to deliver a number of work-streams and projects across multiple accounts to agreed plans, deliverables & budgets. The key elements of the role include:

  • Managing the relationship with the client and all stakeholders
  • Ensuring that all Project Documentation is created, monitored and maintained throughout the life of the project, including:
    • Project Plans, Raid/Action Logs
    • Project Documentation and BAU Handover Documentation
  • Chair project meetings, maintaining action logs and sending email follow ups to inform the project team and clients of the decisions made and actions to carry out following the meeting
  • Update key stakeholders on project process and reporting
  • Measure project performance using appropriate systems, tools and techniques.
  • Lead client feedback at end of project

Experience/Skills Required:Our client is looking for at least 3 years’ Project Manager experience with a strong preference for a Financial Services backgrounds, PRINCE2 experience and Agile PM certification. You should have experience of different development approaches (Waterfall, Agile/Scrum) and you should have already run multiple projects of varying size. You should be highly organised with exceptional attention to detail and a confident communicator

Additional Information:The salary for this role is c.£55,000. As mentioned, the initial contract is 12 months with scope for that to be extended on a monthly rolling basis.

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Pensions Case Assessor

Ref: arc520

Surrey / WFH - Contract

£negotiable

  • Pensions Case Assessor – Surrey/WFH, £negotiable
  • Contract to Dec 2021, longer-term potential
  • Will consider any pensions admin / phones experience (DC, DB, SIPP, GPP, Annuities etc)
  • These roles support the completion of case assessments/reviews, very much project-based work
  • Graduates considered with strong numerical/analytical/communication skills

The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area of the business is responsible for resolving and delivering complex remediation exercises and providing technical support to the wider business.

The Role:You will be responsible for providing support in the completion of case assessments/reviews, ensuring transactions have been processed in line with agreed procedures and regulatory requirements. Where this is not the case, you will be responsible for performing the rectification activity required, ensuring no detriment exists, communicating this to the customer. Key areas of the role include:

  • Supporting pensions administration rework and remediation activity
  • Performing data corrections
  • Engaging with and communicating outcomes to customers
  • Working with colleagues to review risk events and determine downstream impacts

Experience/Skills Required:Whilst the ideal candidate would have 3+ years DC pensions administration experience, our client will also consider people who have worked with DB, Hybrid, GPP, SIPP and Annuities, be that in an administrative or phones based role, they will also consider recent Graduates with strong numerical, analytical and communication skills. The ability to work to deadlines and organise your own daily workload planning is also key.

Additional Information:The salary for this role is negotiable. As mentioned, there may potentially be opportunities for the contract to extend, or indeed move onto other more permanent project roles internally. Whilst the head office is based in Surrey, this role can initially be WFH and when offices re-open, will be a mix of office and WFH long-term.

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Mortgage Case Manager

Ref: arc516

London - Permanent

To £35,000 + bonus

  • Mortgage Case Manager, to £35k + bonus
  • Do you have experience in submitting mortgage applications and case managing within a Brokerage?
  • Do you enjoy your work but just want a better opportunity, better mentors and team environment?
  • This is an award-winning mortgage brokerage, focused on HNW business
  • Very healthy case volumes, top rate support team

The Company:Our client, all through 2020 has generated high volumes of HNW business, so much so that their support team requires at least one more Case Manager and they plan to expand further through 2021. This is a high profile, award winning brokerage.

The Role:Working very closely with the Brokers, you will be responsible for submitting mortgage applications and case managing through to completion. This will involve liaising with Lenders, Insurance Providers and Solicitors on behalf of clients, providing them with the required information. Due to the make-up of their client bank, the team is driven toensure that client’s expectations are managed throughout the process as their clients expect the very highest level of service. Key tasks include:

  • Manage a high level of HNW mortgage cases from submission to offer, exchange and completion
  • Liaise with Insurance Providers, Clients, Lenders, Solicitors and Surveyors, dealing with queries on Mortgage, Life & General Insurance applications
  • Develop a close working relationship with clients, updating them at all stages of the process and obtaining suitable terms for them from Providers
  • Taking responsibility for ensuring all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors

Skills / Experience Required:For this Mortgage Case Manager role, our client requires candidates to have worked within a mortgage brokerage in an administration/paraplanner/support/case manager capacity for at least 2 years and this must have included solid experience in submitting applications and case managing. A strong work ethic is essential as are strong verbal and written communication skills. Attention to detail, a team player mentality and really strong customer service skills are also key.

Additional Information:The salary is to £35,000 (doe) with some flexibility possible for the perfect candidate. A healthy bonus scheme in addition. A really good team of people to learn from, both the support team and the Brokers, so an excellent environment within which to develop.

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Mortgage Administrator

Ref: arc433

London - Permanent

To £38,000 + bonus

  • Mortgage Administrator / Trainee Paraplanner
  • To £38k+bonus, option to WFH one day per week
  • Prominent Mortgage Broker, new offices in South/West London
  • Solid experience of submitting applications & chasing through to completion is key
  • Highly professional support team, real team player required, someone looking for a better opportunity
  • The Company:This brokerage consistently generates extremely healthy volumes of business, this is not just an increase as a result of the Stamp Duty announcement and the case values are also high. They are well established, winning multiple awards.

    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, providing them with all the required information, playing a key part in getting offers over the line. 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 the Mortgage Administrator / Trainee Paraplanner role, our client is looking for people who have worked within a mortgage brokerage in an administration/paraplanner/support capacity. At least 2 years experience in submitting applications and chasing through to completion is vital. A desire to complete the CeMAP qualification is important, if you do not already hold that, as is a strong work ethic - this brokerage produces excellent levels of business, so strong verbal and written communication skills are really important, as is attention to detail, being a team player and offering excellent customer service skills.

    Additional Information:The salary is £28,000 to £38,000 with bonus in addition and there is flexibility to increase this for the right person. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual and as mentioned above, the role can be office based full-time, or use the option of 4 days office based, 1 day work from home.

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IFA Operations Consultant

Ref: arc515

Surrey - Permanent

£negotiable

  • Financial Advice Operations Consultant (Intelligent Office experience key)
  • Surrey (some travel to Isle of Wight)
  • £negotiable, expanding arm of a large Financial Services business
  • Looking for solid Intelliflo / Intelligent Office experience
  • Role focused on the systems/processes/MI side of the financial advice operation

The Company:This role is based within our clients impressive Head Office complex. This area of the business largely advises on pension and investment guidance, the company is a global player and has adapted admirably through the pandemic period. Initially all WFH, eventually a mix of WFH and being based in Surrey whilst frequent travel to the Isle of Wight.

The Role:This post requires you to provide robust, scalable systems and support, enabling the Advice & Guidance teams to excel in Customer Service and generate revenue for the business. The Intelliflo / Intelligent Office system is new to the business, so this person will act as an expert resource for the team and help guide their use of the system moving forward. The role includes:

  • Taking ownership of the tools and systems used to support the Advice & Guidance services, ensuring ongoing upgrades, annual risk assessments.
  • Identifying and implementing enhancements, driving improvements to customer service and efficiency.
  • Provide support to the team where issues are identified with system and processes, to own resolution of these and implement solutions to reduce likelihood of re-occurrence.
  • Day to Day ownership of the Business Continuity Plan.
  • Preparing Management Information / Intelligence and identify actionable outcomes to improve the business.
  • Work with colleagues in Finance to ensure fee revenue is appropriately booked and reconciled.

Experience/Skills Required:The priority for our client is to find someone with strong Intelliflo / Intelligent Office experience, ideally gained within an IFA or Wealth Management practice. Good pensions and investments knowledge would be extremely beneficial as would a high level of proficiency in MS Office.

Additional Information:The salary for this role is negotiable and the bonus/pension benefits amount on their own to c.£8,000. In addition, there is life cover, generous holiday entitlement, ongoing training & study support as well as free parking.

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IFA Operations Consultant

Ref: arc515

Isle of Wight - Permanent

£negotiable

  • Financial Advice Operations Consultant (Intelligent Office experience key)
  • Newport (Isle of Wight)
  • £negotiable, expanding arm of a large Financial Services business
  • Looking for solid Intelliflo / Intelligent Office experience
  • Role focused on the systems/processes/MI side of the financial advice operation

The Company:This role is based within our clients Isle of Wight office. This area of the business largely advises on pension and investment guidance, the company is a global player and has adapted admirably through the pandemic period. Initially all WFH, eventually a mix of WFH and being based in Newport with occasional travel to the Surrey Head Office.

The Role:This post requires you to provide robust, scalable systems and support, enabling the Advice & Guidance teams to excel in Customer Service and generate revenue for the business. The Intelliflo / Intelligent Office system is new to the business, so this person will act as an expert resource for the team and help guide their use of the system moving forward. The role includes:

  • Taking ownership of the tools and systems used to support the Advice & Guidance services, ensuring ongoing upgrades, annual risk assessments.
  • Identifying and implementing enhancements, driving improvements to customer service and efficiency.
  • Provide support to the team where issues are identified with system and processes, to own resolution of these and implement solutions to reduce likelihood of re-occurrence.
  • Day to Day ownership of the Business Continuity Plan.
  • Preparing Management Information / Intelligence and identify actionable outcomes to improve the business.
  • Work with colleagues in Finance to ensure fee revenue is appropriately booked and reconciled.

Experience/Skills Required:The priority for our client is to find someone with strong Intelliflo / Intelligent Office experience, ideally gained within an IFA or Wealth Management practice. Good pensions and investments knowledge would be extremely beneficial as would a high level of proficiency in MS Office.

Additional Information:The salary for this role is negotiable and the bonus/pension benefits amount on their own to c.£7,000. In addition, there is life cover, generous holiday entitlement, ongoing training & study support as well as free parking.

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SIPP Pensions Administrator

Ref: arc348

Surrey - Permanent

£negotiable

  • SIPP Pensions Administrator
  • Surrey, £negotiable, expanding division
  • Fast growing area within our clients UK business - will consider people with SIPP, DB or DC admin experience
  • Processing all transfer elements within SIPP pensions (cash transfers in/out, re-registration in/out, benefit calculations & payment, death & divorce cases.
  • Recent graduates with a Mathematics/Statistics background considered (good head for figures essential)
  • The Company:These roles are based within our clients impressive Head Office complex. A good deal of their business comes in the shape of large, corporate pension schemes and SIPP’s play a key and increasingly prominent role in the direction of the company.

    The Role:These posts are based within an area responsible for processing all transfer elements within SIPP pensions, this includes cash transfers in/out, re-registration in/out, benefit calculations & payment as well as death/divorce cases. In this particular role you will facilitate payments from customers pensions and this will need extreme attention to detail as there is a real RISK of errors resulting in financial loss. Key responsibilities include:

    • Ensuring a timely, pro-active and high-quality service to clients of the Retail SIPP including updates to procedures through close liaison with several internal teams
    • Making payments to customers from their pensions
    • Being aware of and abiding by HMRC regulations and limits
    • Keeping client facing teams aware of progress being made and dealing with any escalations
    • Provide and collate information for regulatory reporting
    • Work efficiently to ensure a significant contribution to your team’s target on a daily basis

    Experience/Skills Required:SIPP administration experience is naturally a preference for this role, but serious consideration will be given to people with solid DB or DC pensions experience. You should be a self-starter who can demonstrate a good use of initiative, someone who is flexible and adaptable with excellent communication skills, accurate and well organised. Recent graduates also considered.

    Additional Information:The salary for this role is negotiable and the bonus/pension benefits amount on their own to over £5,000. In addition, there is life cover, generous holiday entitlement, ongoing training & study support as well as free parking.

Apply for SIPP Pensions Administrator

Trainee Mortgage Paraplanner

Ref: arc433

South-West London - Permanent

To £38,000 + bonus

  • Mortgage Administrator / Trainee Paraplanner
  • To £38,000 + bonus (flexibility to increase for the right person), option to WFH one day per week
  • Prominent Mortgage Broker
  • Recent experience of submitting applications and chasing through to completion is essential
  • Highly professional support team, real team player required, someone who is looking for a better opportunity
  • The Company:This brokerage consistently generates extremely healthy volumes of business, this is not just an increase as a result of the Stamp Duty announcement and the case values are also high. They are well established, winning multiple awards and based in Putney.

    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, providing them with all the required information, playing a key part in getting offers over the line. 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 the Mortgage Administrator / Trainee Paraplanner role, our client is looking for people who have worked within a mortgage brokerage in an administration/paraplanner/support capacity. At least 2 years experience in submitting applications and chasing through to completion is vital. A desire to complete the CeMAP qualification is important, if you do not already hold that, as is a strong work ethic - this brokerage produces excellent levels of business, so strong verbal and written communication skills are really important, as is attention to detail, being a team player and offering excellent customer service skills.

    Additional Information:The salary is £28,000 to £38,000 with bonus in addition and there is flexibility to increase this for the right person. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual and as mentioned above, the role can be office based full-time, or use the option of 4 days office based, 1 day work from home.

Apply for Trainee Mortgage Paraplanner

Mortgage Paraplanner

Ref: arc429

West London - Permanent

£35,000 - £45,000

  • Mortgage Paraplanner
  • To £45k + bonus
  • Established, expanding, award winning Mortgage Brokerage
  • Looking for a Paraplanner to support a prominent Mortgage Broker
  • Must have mortgage paraplanning experience or at the very least, several years mortgage admin experience with a case management background

The Company:This brokerage has been operating over 10 years and are at the point now where they are looking to expand and build on the success achieved over that time. The MD is the No.1 Broker in their network, pushing through excellent levels of business and is a great person to learn from.

The Role:This role will see you work alongside the MD and the Senior Paraplanner, essentially doing everything a Broker would do aside from seeing clients. It is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. You will need to do all the groundwork, checking affordability, packaging all of the cases correctly before submission, placing cases with the appropriate Bank, ensuring you have all of the required documentation. 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 possibly an experienced mortgage administrator with case management 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. Great atmosphere amongst the team, so a hard-working, positive, professional attitude is really important.

Additional Information:The Mortgage Paraplanner salary is £35,000 to £45,000 + bonus. Hours are 9am – 5pm with some flexibility.

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Testimonials

  • 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.

    CANDIDATE - A Communications Specialist

    Accepted a Comms Officer role with a UK Top 100 Employer in Surrey

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

    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

    Had asked ARC to help recruit a Flex Team Administrator

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

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

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

    CANDIDATE - seeking move from Investment Mngt into an IFA firm

    Placed candidate into a Paraplanner role in Surrey/South London

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

    CANDIDATE - A Marketing Comms Exec

    Accepted a Senior Marketing Exec role with a leading product provider

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

    CANDIDATE - A PA/Paraplanner

    Accepted an IFA Coordinator role with a retirements provider in Surrey

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

    CANDIDATE - A maths related Graduate looking for an analytical role

    Accepted a pensions related Analyst role in 2011

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

    CANDIDATE - A Customer Services Manager

    Accepted role as a Sales Manager in 2011 for one of the UK's top employers

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

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

    ARC placed sales support staff into their team in Sussex and also aided their own job search

  • 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

    CANDIDATE - who later recruited IFA Admin staff as a client through ARC

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

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

    CANDIDATE - A public health graduate in 2012

    Accepted role as a Research Analyst within an underwriting unit in Surrey

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

    CANDIDATE - An Analyst Programmer in 2012

    Accepted a .net Developer role with a niche FS technology solutions consultancy

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

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

    Accepted role as an Analyst for a pensions provider in Surrey

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

    CANDIDATE - A Ph.D Qualified Statistician

    Accepted a Longevity Risk Analyst role with a leading life assurer in 2012

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

    CANDIDATE - A Senior Software Developer

    Accepted a .net Developer role with a niche FS technology solutions consultancy in 2012

  • 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

    CANDIDATE - A Customer Services Rep in London

    Accepted a Calls Coordinator role with a Provider in Surrey

  • 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.

    CANDIDATE - A Lancs based Medical Underwriter

    Accepted a Home Working Underwriter role

  • 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.

    CANDIDATE - A Marketing Communications Coordinator

    Placed into a Marketing Consultant role for a City based provider in 2013

  • 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.

    CANDIDATE - A Senior Customer Services Trainer

    Placed into a Technical Customer Service role with a major Fund Manager

  • 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.

    CANDIDATE - A Customer Services Associate

    A graduate with banking experience placed with leading Fund Manager

  • 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.

    CANDIDATE - Recent graduate placed initially in an internship

    Impressed hugely, then offered PERM Risk Analyst post

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

    CLIENT - Only Chartered IFA business in Rutland

    Asked ARC to find a Paraplanner and Trainee Paraplanner for their remote location

  • 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!

    CANDIDATE - Looking for new challenge away from retail

    Placed with Blue Chip employer in an Academy Client Services role

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

    CANDIDATE - Mortgage Administrator

    Placed into a Trainee Paraplanner role with award winning Broker

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

    CANDIDATE - Protection Administrator wanting to broaden horizons

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

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

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

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

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

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

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

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

    CANDIDATE - Mortgage Administrator

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

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

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

    Secured a remediations role with a global FS employer

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