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Financial Services Jobs

New Business Consultant

Ref: arc718

Surrey/WFH - Permanent

£24,000 - £25,000

Great chance either for a recent graduate or someone with phones-based customer experience to break into the UK’s biggest sector, Financial Services and all the opportunity it can offer

  • Job Title/Location: New Business Consultant, Epsom/WFH
  • Salary:£24,000 - £25,000 + bonus/overtime adds c.£1,000 - £1,500 + pension
  • WFH:Average working week is 3-4 days office, 1-2 days WFH. Training is 100% office based
  • Requirements:Strong telephone-based experience in any sector. Graduates also considered with again, some phones-based customer service experience
  • Role Snapshot:Liaising with new/prospective customers, answering queries, promoting product benefits and about 20% of your time is admin related

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

The Role: This role is based around acting as the initial point of contact for prospective customers and intermediaries regarding the products and services offered by our client. You are responsible for outlining the benefits of the relevant products and services, but without 'selling or offering advice’. A real focus on providing information through 1st class customer service - the main elements of the role are as follows:

  • Maintain good knowledge of all products and services including ISA’s, Bonds and Mortgages
  • Deal with telephone calls promptly, accurately and efficiently
  • Promote products and services, but without 'selling’ & carry out market research
  • Issue relevant literature, illustrations and application forms
  • Proactively follow up enquiries & call existing mortgage customers
  • Contact customers periodically regarding services and products
  • Occasionally attend events and other functions to promote products and services

Hours - A rota system of Monday to Friday 8am - 6pm (working 7.5 hours between these times). Once a month you will do a half day on a Saturday (9am - 12pm) for which you get 1.5 x hourly rate. Initial training is office based, once competed you will work 3-4 days p/w in the office, 1-2 days p/w WFH, everyone in the office on a Weds.

Skills / Experience Required: For this New Business Consultant role our client will consider people who have strong telephone-based experience and recent graduates who have some customer service experience, including some phones-based experience. Good MS Office experience is required, along with an eye for detail and the ability to work accurately within a fast-paced environment.

Additional Information: This is a great opportunity for career progression. Salary is to £25,000 along with an annual bonus, overtime, good company benefits inc. pension, professional study sponsorship and free car parking. The Saturday overtime and company bonus would mean approx. an additional £1,000 - £1,500 on top of your basic salary.

Apply for New Business Consultant

PA / Office Manager

Ref: arc721

London - Permanent

To £32,000

Expanding investment management company, looking to add an experienced Personal Assistant / Office Manager to their small but expanding team, providing support to a Director. The office management element entails managing the offices that include two corporate tenants.

  • Job Title/Location:Personal Assistant / Office Manager, London
  • Salary:To £32,000 + bonus/pension
  • Office/WFH:Fully office-based 5 days p/w due to the office management element of the role
  • Requirements:Strong PA experience in a professional/corporate environment. Strong MS Office skills.
  • Role Snapshot:Support a company Director from a PA perspective and help to manage the day to day running of the office and tenanted office building.

The Company:Our client is an established management consultancy and investment management business with this role focusing on their London operations. Very close to Green Park station, easily walkable from St James Park, Piccadilly Circus, Charing Cross & Hyde Park Corner stations.

The Role:The Office Manager aspect of the role has a high level of responsibility within the company, focusing on ensuring the daily running of the office and tenanted office building. The PA element involves the administration of certain property interests held by the company. Key responsibilities include:

  • Dealing with travel arrangements, diary management
  • Organising corporate events & meetings; prioritising e-mails and messages
  • Managing maintenance and day to day running of buildings
  • Maintaining spreadsheets; billing/account management re property investments
  • Preparation of presentation material to a high level
  • Daily running of the office - ordering office supplies, setting up video conferencing & conference calls, dealing with IT issues/suppliers, managing office budget & expenses
  • General research and analysis, plus the opportunity to participate in project-based work

Skills / Experience Required:For this Personal Assistant / Office Manager role our client requires strong PA experience within a professional/corporate environment. You should have strong MS Office skills - Word, PowerPoint, Excel, Outlook and ideally Access as well. Strong communication and organisational skills naturally are very important as well.

Additional Information:The Personal Assistant / Office Manager salary is to £32,000, plus discretionary annual bonus, company pension, study support and more.

Apply for PA / Office Manager

Mortgage Administrator

Ref: arc728

London - Permanent

To £35,000

Great working environment within a leading mortgage brokerage, a modern office, really strong business volumes, an enthusiastic support team where employees are valued and looked after with the opportunity to develop.

  • Job Title/Location:Mortgage Administrator, London
  • Salary:To £35,000 + average bonus c.£2,000 - £3,000
  • Requirements:Experience in submitting mortgage applications/case managing to completion
  • Role Snapshot:Case managing HNW mortgage applications through to completion, liaising with Lenders, Providers & Solicitors, playing a key role within a vibrant, professional, award-winning team

The Company:This highly respected, multi-award winning mortgage brokerage generates extremely healthy volumes of business. They have been operating over 10 years and have built an enviable reputation with both clients and within the industry - looking to add another one or two Administrators to the current team.

The Role:This Mortgage Administrator role is made for someone who has the experience, but maybe wants more appreciation, to be valued and wants to be part of a team that have been making a name for themselves, winning numerous awards over several years. The customer is always their focus, ensuring the client’s expectations are managed throughout the process and their outcome is a positive experience. Key tasks include:

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

Skills / Experience Required:For this Mortgage Administrator post, our client is looking for people with recent mortgage administration experience within a brokerage. Experience in submitting applications and chasing through to completion is key. A strong work ethic is really important as well - this brokerage produces excellent levels of business, so therefore strong verbal and written communication skills are vital, as is attention to detail and being a team player.

Additional Information:The salary for this Mortgage Administrator role is to £35,000 with bonus in addition adding c.£2,000 - £3,000. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual.

Apply for Mortgage Administrator

Asset Transfers Coordinator

Ref: arc727

London/WFH - Permanent

To £45,000

A company that is going from strength to strength, really healthy growth with exciting expansion plans being laid down, so a great time to join a business making waves in the market

  • Job Title/Location:Asset Transfers Coordinator, London/WFH
  • Salary:To £45,000 + bonus + company pension contribution to 10%
  • Office/WFH:1-2 days p/w in the office, but can do 1 day per fortnight, the rest being WFH
  • Requirements:Experience in asset transfers/transitions/on-boarding
  • Role Snapshot:On-boarding new clients, asset allocation restructures, constructing optimal asset transfer/transition strategies, supporting the Head of Asset Transfers

The Company/Team:Our client is a UK life office providing investment administration platform services to institutional pension schemes. They have developed an award-winning investment platform, complemented by a range of investment services that includes a wide range of funds for investment and end-to-end investment administration services.

The Role:This Asset Transfers Coordinator role is an additional post due to our clients’ growth in the last few years with AUA now totalling c£20bn with further expansion imminent. This team of 7, has seen their workloads increase as a direct result of this growth. This new team member will play a key role in the ATT function, with your main tasks including:

  • On-boarding new corporate Pension clients
  • Asset allocation restructures
  • Constructing optimal asset transfer/transition strategies & schedules
  • Producing asset transfer documentation
  • Co-ordinating relevant stakeholders where appropriate
  • Delivering a 1st class client experience
  • Drafting/reviewing client activity reports
  • Mentoring junior staff as appropriate

Experience/Skills Required:For this Asset Transfers Coordinator role, you should havesome experience in Pension or Investment transfers/transitions/on-boarding. You should also be highly organised with strong attention to detail as well as motivated and keen to learn. You should possess strong written, verbal communication and inter-personal skills and have a problem-solving, inquisitive nature.

Additional Information:The salary for this Asset Transfers Coordinator post is to £45,000 with discretionary bonus generally adding £1,000 - £2,000 and a pension scheme of up to 5% EE and 10% ER contributions. There are also additional Life Cover, PMI, CIC, Income Protection benefits as well as professional qualifications study support and that WFH flexibility. Please apply below.

Apply for Asset Transfers Coordinator

Asset Transfers Coordinator

Ref: arc725

London/WFH - Permanent

To £64,000

This company is going from strength to strength, really healthy growth with exciting expansion plans being laid down, so a great time to join a company making waves in the market

  • Job Title/Location:Senior Asset Transfers Coordinator, London/WFH
  • Salary:To £64,000 + bonus + company pension contribution to 10%
  • Office/WFH:1-2 days p/w in the office, but can do 1 day per fortnight, the rest being WFH
  • Requirements:Solid experience in asset transfers/transitions/on-boarding
  • Role Snapshot:On-boarding new clients, asset allocation restructures, constructing optimal asset transfer/transition strategies, supporting the Head of Asset Transfers

The Company/Team:Our client is a UK life company providing investment administration platform services to institutional pension schemes. They have developed an award-winning investment platform, complemented by a range of investment services that includes a wide range of funds for investment and end-to-end investment administration services.

The Role:This Senior Asset Transfers Coordinator role is an additional post due to our clients’ growth in the last few years with AUA now totalling c£20bn with further expansion imminent. This team of 6, has seen their workloads increase as a direct result of this growth. This new team member will play a key role in the ATT function, with your main tasks including:

  • On-boarding new corporate Pension clients
  • Asset allocation restructures
  • Constructing optimal asset transfer/transition strategies & schedules
  • Producing asset transfer documentation
  • Coordinating relevant stakeholders where appropriate
  • Delivering a 1st class client experience
  • Drafting/reviewing client activity reports
  • Mentoring junior staff as appropriate

Experience/Skills Required:For this Senior Asset Transfers Coordinator role, you should havesolid experience in Pension or Investment transfers/transitions/on-boarding, ideally from a provider background. You should also be highly organised with strong attention to detail as well as motivated and keen to learn. You should possess strong written, verbal communication and inter-personal skills and have a problem-solving, inquisitive nature.

Additional Information:The salary for this Senior Asset Transfers Coordinator post is to £64,000 with discretionary bonus generally adding £1,000 - £2,000 and a pension scheme of up to 5% EE and 10% ER contributions. There are also additional Life Cover, PMI, CIC, Income Protection benefits as well as professional qualifications study support and that WFH flexibility. Please apply below.

Apply for Asset Transfers Coordinator

Senior Life Finance Manager

Ref: arc726

Surrey/WFH - Permanent

£67,000 - £80,000

Superb opportunity to work for a company recognised as one of the best employers in 2023, known within the industry for developing people, offering genuine long-term career prospects

  • Job Title/Location:Senior Life Finance Manager, Surrey/WFH
  • Salary:£negotiable, average bonus 19% (c.£15k) + pension contribution to 13% (c.£10k)
  • Office/WFH:1 day p/w office based & 3-4 days WFH - could eventually be 1 day per fortnight in the office
  • Requirements:Qualified Accountant with experience in the Life Insurance industry or an auditing background
  • Role Snapshot:Act as Financial Controller for our clients UK Life Insurance business with financial, board and regulatory reporting responsibilities

The Company/Team:This global business has been expanding impressively over the last 2-3 years, growing established teams whilst also developing new functions and income streams. This post sits within a team of 23, mainly qualified Accountants based in the UK, Asia and Ireland. The team are responsible for the financial control and regulatory reporting for the UK & Ireland locations.

The Role:In this Senior Life Finance Manager role, you will act as the Financial Controller for our clients UK Life Insurance business, managing £40bn of pension assets. This part of the business is highly visible to senior management, the Board & Audit Committee and the regulated status means that strong effective controls must be maintained. Key responsibilities include:

  • Supporting the Life Financial Controller and the Life CFO (SMF 2) and the Board of the UK Life company with financial, reporting and regulatory matters
  • Working with Treasury, Life Financial Controller and the Workplace Investing Transitions Team in planning the accounting and liquidity impacts of corporate actions.
  • Preparing monthly financial results for the UK Life Company
  • Producing statutory reports & accounts and regulatory financial returns.
  • Maintaining and implementing the Life Company’s capital management policy including the development of capital assessments under the current regime and Solvency II
  • Driving a transformation agenda to achieve best in class end-to-end financial control

Experience/Skills Required:For this Senior Life Finance Manager role, you must already be a qualified Accountant with relevant recent experience in the life insurance industry or an auditing background. You should be highly motivated, with ambition to make a significant contribution to building the business, have strong financial reporting knowledge and an awareness of current accounting issues.

Additional Information:The salary for this Senior Life Finance Manager post is negotiable, with an average bonus of c.19% (£15,000) and company pension contribution to 13% (£10,000). There is an excellent benefits package including free parking, free gym, subsidised canteens, WFH flexibility and great opportunities to develop further. Also happy for candidates to work 1 day per week in their Surrey office and the following week one day in their City office if that is easier for people. Please apply below.

Apply for Senior Life Finance Manager

Customer Service Executive

Ref: arc295

Surrey/WFH - Permanent

£24,000 - £25,000

A company known for training/developing staff and keeping employees happy and motivated. Real chance for either a recent graduate or someone with phones based customer service experience to break into Financial Services

  • Job Title/Location:Customer Service Executive, Epsom/WFH
  • Salary:£24,000 - £25,000 + bonus/overtime adds c.£1,000 - £1,500 + pension
  • Office/WFH:Working week is 3-4 days office, 1-2 days WFH. Training period 100% office based
  • Requirements: Telephone based customer service experience. Graduates with some customer service experience that has involved phones work also considered
  • Role Snapshot:Dealing with queries from current customers regarding mortgage and investment/savings products. 40% of the role is admin based

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:A great company to develop with long term. You will be joining the Customer Service teams now numbering c.25 staff. The focus is on servicing existing customers with their mortgage and savings/investment products, initially concentrating on the administrative element of the role and gradually gain exposure to queries from brokers/customers. Your week will be split between admin days and calls days, alternating through the week, with a requirement that you show a "Customer Comes First" approach. People regularly progress into their '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
  • Liaise with external suppliers and maintain business relations with third parties as required

Hours are 9am - 5.30pm although on occasion they can accomodate 8am - 4.30pm or 8.30am - 5pm. There is a need to work one Saturday morning per month (9am - 12pm) for which you get 1.5 x hourly rate overtime.

Skills / Experience Required:For this Customer Service Executive role our client will consider people who have worked in customer services and that experience needs to have involved a solid amount of telephone based customer contact. Graduates also considered with some customer services experience that has included some telephone-based work. Good MS Office experience is required, along with an eye for detail and the ability to work accurately within a fast-paced environment.

Additional Information: This is a great opportunity for career progression. Salary is to £25,000 along with an annual bonus, overtime, good company benefits inc. pension and professional study sponsorship. The Saturday overtime and company bonus would mean approx. an additional £1,000 - £1,500.

Apply for Customer Service Executive

Quality Manager

Ref: arc724

Surrey or London/WFH - Permanent

c.£50,000

Superb opportunity to work for a company recognised as one of the best employers in 2023, known within the industry for developing people, offering genuine long-term career prospects

  • Job Title/Location:Quality Manager, Surrey/WFH
  • Salary:c.£50,000 + average bonus 15% (c.£7,500) + pension to 16% (c.£8,000)
  • Office/WFH:2-3 days office based & 2-3 days WFH
  • Requirements:QCF Level 4 with the Regulated Diploma in Financial Planning (or equivalent) + previous file/compliance monitoring or regulated adviser/supervisor experience
  • Role Snapshot:Helping to ensure that investment and pensions advice is suitable, compliant and of a high standard before any recommendation is sent to the client

The Company/Team:This global business has been expanding impressively over the last 2-3 years, growing established teams whilst also developing new functions and income streams.

The Role:This Quality Manager role sits within our clients Wealth Management division. This function provides regulated financial advice and guidance to new and existing customers. The Quality Monitoring team is an integral part of ensuring the advice and guidance provided is suitable, compliant and of very high quality. The focus of the role is as follows:

  • As part of the Quality Monitoring (QM) team, you will work in the front line, independent of, but working closely with regulated supervisors, ensuring that investment & pensions advice is suitable, compliant and of a high standard before recommendations are sent to the client.
  • As an integral part of the Wealth Management guidance function, you will help ensure the guidance provided to customers is accurate, consistent, compliant and of a high standard.
  • The business looks to the QM team to provide useful and supportive feedback & MI to advisers, consultants, supervisors and team leaders to help individuals improve in their current role. The QM function is ideally placed to identify potential process and policy improvements, liaising with colleagues in the compliance team when appropriate

Experience/Skills Required:For this Quality Manager role, you must be qualified to QCF Level 4 with the CII Regulated Diploma in Financial Planning (or equivalent). It is vital you have current financial planning product knowledge (pensions, investments and/or tax) with previous file/compliance monitoring experience in a regulated environment, or experience as a regulated adviser/supervisor.

Additional Information:The salary for this Quality Manager post is c.£50,000 with an average bonus of c.15% (£7,500) and company pension to 16% (£8,000). There is an excellent benefits package including free parking, free gym, subsidised canteens, WFH flexibility and great opportunities to develop further. Please apply below.

Apply for Quality Manager

Investment Administrator

Ref: arc723

Surrey/WFH - Permanent

To £45,000

Rare opportunity to work for an award-winning IFA business in a fantastic environment, surrounded by 1st class people, really good team dynamic that is important for the business to maintain

  • Job Title/Location:Investment Administrator, Surrey/WFH
  • Salary:To £45,000 + bonus, pension, 25 days holiday, Group PHI, DIS
  • Office/WFH:4 days office based & 1 day WFH (9am - 5.30pm)
  • Requirements:Previous IFA admin/sales support experience that must include experience in client fund switches
  • Role Snapshot:Act as primary executor for client fund switches inc. the compliance and follow up admin + work with the Investment Management Committee (IMC) organising meetings/meeting packs, following up decisions to ensure outcomes are implemented

The Company:A well-established IFA practice that advises across the board, both on individual and group products. This role will assist the Client Investment Oversight Officer in driving the investment switching process and all the resulting administration.

The Role:For this Investment Administrator post, our client is looking for someone who has focused on investment switches OR has worked in an IFA admin/sales support role that has exposed you to switches. The role has two main elements, one is client investment administration, the other is IMC administration. Responsibilities will include:

  • Following up on non-responses from regular clients and new money investment reviews
  • Checking regular contributions are linked to template reports
  • Checking phased buys are up to date with model portfolios
  • Submitting investment switch data to platform providers
  • Ensuring that amendments and outcomes from the IMC are input into the existing templates
  • Ensuring the IMC output is reflected correctly in our clients’ risk matrix

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

Additional Information:The salary for Investment Administrator role is to £45,000 + bonus, 25 days holiday, Group Pension, DIS, Group PHI, free parking. The role is based just outside of Guildford. Please apply below.

Apply for Investment Administrator

Mortgage Administrator

Ref: arc433

SW London - Permanent

To £38,000

  • Job Title/Location:Mortgage Administrator, West London
  • Salary:To £38,000 + average bonus c.£2,000 - £3,000
  • Requirements:At least 2-3 years’ experience in submitting mortgage applications/case managing
  • Role Snapshot:Managing HNW mortgage applications through to completion, liaising with Lenders, Providers & Solicitors, playing a key role within an expanding/professional team

The Company:This prominent mortgage brokerage generates extremely healthy volumes of business and the case values are also high. They have been operating over 10 years, have built an enviable reputation and are looking to add to the current team and expand through 2023/2024.

The Role:This role is made for someone who has the experience, but maybe wants to be better appreciated, wants to be part of a really professional team that have been making a name for themselves and winning numerous awards the last few years. This is all about ensuring the client’s expectations are managed throughout the process and their outcome is a positive experience. The key tasks 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 clients from Providers
  • Ensuring that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors

Skills / Experience Required:Our client is looking for people with solid mortgage administration experience within a brokerage. Experience in submitting applications and chasing through to completion is absolutely vital. A strong work ethic is key - this brokerage produces excellent levels of business, so therefore strong verbal and written communication skills are really important, as is attention to detail and being a team player.

Additional Information:The salary is to £38,000 with bonus in addition adding c.£2,000 - £3,000. Hours are on a rolling monthly rota (8.30am - 4.30pm, 9am - 5pm and 10am - 6pm) but can be built around the individual.

Apply for Mortgage Administrator

Regulatory Reporting Accountant

Ref: arc717

Surrey/WFH - Permanent

To £42,000

Great company to work for, good reputation in the market, going through a period of expansion and very keen to see people with at least 6 months experience of, or exposure to, regulatory reporting.

  • Job Title/Location:Regulatory Reporting Accountant, Surrey/WFH
  • Salary:To£42,000 + bonus + pension + free parking + study support
  • Office/WFH:Office based 1 day per week (Epsom), the rest i WFH
  • Requirements:The 'must have' requirements are COREP reporting knowledge and advanced MS Excel skills, aligned with good initiative and a self-starting attitude
  • Role Snapshot:Preparing quarterly/monthly COREP & FINREP returns for review as well as preparing PRA/BOE returns

The Company:Our client is a highly professional financial services company who base their customer services model on first rate customer service as opposed to the hard sell. An office of around 190 people that has expanded healthily over the last 5 years and that expansion is ongoing. This role is within a Regulatory Reporting Team of 4, part of the wider Finance Team numbering 14 currently.

The Role:You willreport to the Senior Regulatory Reporting Accountant and will get fully involved in all aspects of regulatory reporting in order to get the job done, that is why they are looking for someone with that sense if initiative and a self-starting attitude. The scope of this role includes:

  • Preparing quarterly/monthly COREP, FINREP, PRA and BOE returns for review
  • Assisting in the preparation of the annual Pillar 3 disclosures document
  • Assisting in maintaining and enhancing the regulatory reporting processes, software and MS Excel files ensuring they are kept fully up to date with regulatory reporting changes and remain fit for purpose
  • Help to ensure procedures, assumptions and interpretations of regulatory reporting rules and guidance are fully documented and kept up to date
  • Liaise with internal audit, risk and compliance colleagues during periodic reviews
  • Assisting in regulatory reporting project work

Skills / Experience Required:For this Regulatory Reporting Accountant role you must be eitherpart-qualified or at the start of your qualifications with at least 6-months experience or exposure to regulatory reporting within the Financial Services sector. Stronganalytical and numerical skills (including the ability to deal with large data sets), together with confident communication skills and advanced MS Excel knowledge are important, as is the willingness to train, study and take on further responsibilities.

Additional Information:Salary for the Regulatory Reporting Accountant role is to £42,000 + company bonus, pension, professional study support, life & health benefits and free car parking. A lovely working environment, a progressive business with a track record of training and developing people. As mentioned, office working 1 day per week, with 4 days per week WFH. Please apply below.

Apply for Regulatory Reporting Accountant

Pensions Process Test Lead

Ref: arc674

Surrey/WFH - Permanent

£40,000 - £45,000

Exciting opening for someone with a pensions background and system testing experience to take their career forward, genuine opportunity to grow within this function and the company as a whole.

  • Job Title/Location:Pensions Process Test Lead, Surrey/WFH
  • Salary:To £45,000, average bonus 15% + pension to 13%
  • WFH:1-2 days office based & 3-4 days WFH, initially 3 days in the office through training
  • Requirements:Systems/testing experience within pensions (SIPP, DB or DC), with management experience or a natural ability to manage 3-4 people
  • Role Snapshot:Supporting projects, system upgrades/patches/fixes, performing functional/regression testing within a transformation and change environment

The Company/Dept:This company has built a great reputation for developing people within the Financial Services sector, a superb employer. This role is within the Retail Pensions Dept, one of the fastest growing areas of the business. The team is generally responsible for the processing of SIPP administration, whilst this area of the team focuses on the relevant systems/testing within that process.

The Role:As you will be working on their Transformation & Change agenda, you will work with colleagues within the pensions administration and technology functions to support projects, work on system upgrades/patches/fixes and perform functional / regression testing. You will work closely with colleagues in the Retail Pensions Dept, so it will be important that you gradually get to grips with their processes, in order to better understand system/process needs. Key responsibilities include:

  • Stakeholder management – you will need to be able to build and maintain relationships with individuals across the area.
  • Support various projects/enhancements/process improvements & regulatory changes within timelines.
  • Work closely with operational teams to ensure they are ready before any change is promoted to production
  • Gatherrequirements,executetesting in various environments, resolving defectsetc

Experience/Skills Required:For this Pensions Process Test Lead role our client is looking for some experience within systems testing along with some solid pensions experience covering either SIPP, DC or DB schemes. In addition, the ability to manage a team of 3-4 people and previous exposure to Sonata or FNZ would be ideal. Good communication and stakeholder management skills are key, as is a proactive approach, being a team player whilst also being able to work alone at times.

Additional Information:The salary for the Pensions Process Test Lead role is to £45,000 with an average bonus of 15% and the pension contribution from our client up to 13%. Genuine prospects for a long-term career within an expanding business known for developing people. Excellent benefits package and work environment with the ability to WFH 3-4 days p/w.

Apply for Pensions Process Test Lead

Senior Business Analyst

Ref: arc713

Surrey/WFH - Permanent

To £70,000

  • Job Title/Location:Senior Operations Business Analyst, Surrey & WFH
  • Salary:To £70,000 + average bonus 19% + pension contribution to 13%
  • Office/WFH:1-2 days office & 3-4 days WFH
  • Requirements:Experience working on large & complex strategic change programmes in Financial Services (ideally pensions/investments). Previous exposure to Kanban, Scrum & Waterfall projects.
  • Role Snapshot:Act as Lead Business Analyst on projects working with Product Owners & Project Managers across delivery portfolios that include regulatory, customer, platform & risk

The Company/Team:This company have been expanding impressively over the last 2-3 years, growing established teams whilst also developing new functions and income streams. This team is responsible for managing and delivering change across a broad range of programmes, providing project resources from analysis, project & programme management.

The Role:This role will initially focus on a high value platform migration. You will be primarily responsible for establishing impact analysis and the gathering and filtering of business requirements, providing as is and to be analysis, specifying business solutions. You will be a primary contact for the project manager, product owners and process owners within the business. Key responsibilities include:

  • Lead business analyst on projects within the change team working with Product Owners, Project Managers and scrum style change teams across a wide range of delivery portfolios including regulatory, customer, platform and risk.
  • Conduct business analysis, including scope agreement, impact analysis, requirement gathering and reviewing, business readiness preparation, process mapping, customer journey mapping and recommending outcomes/preferred paths on a range of change projects.
  • Produce and manage plans and timelines associated with the analysis of the programme.
  • Communicate and support senior stakeholders from a range of areas such as product, proposition, compliance and operations.

Experience/Skills Required:For Senior Operations Business Analyst role, you should have demonstrable experience working on large and complex strategic change programmes in the financial services industry, ideally with exposure to projects within the UK pension and investment platform industry including regulatory, proposition and customer feedback led change initiatives. You should also have worked in Kanban, Scrum and Waterfall type projects.

Additional Information:The salary for this Senior Operations Business Analyst role is to £70,000, with an average bonus of c.19% and company pension contribution up to 13%. There is an excellent benefits package including free parking, free gym, subsidised canteen, WFH flexibility and great opportunities to develop further. Please apply below.

Apply for Senior Business Analyst

Product Manager

Ref: arc613

Surrey/WFH - Permanent

To £70,000

  • Job Title/Location:Product Manager, Surrey/WFH
  • Salary:To £70,000 + average bonus c.19% (£13,000) + pension contribution to 13% (c.£9,000)
  • Office/WFH:Very flexible, required in the office for occasional meetings, not a weekly requirement
  • Requirements:Experience in product management within Financial Services and an Agile environment. Must have experience of working with and understanding customer/client needs
  • Role Snapshot:Taking responsibility for managing an array of stakeholders, as well as planning tasks and finances. Work closely with Digital & Experience teams, Propositions, various business areas and the technology teams to deliver solutions

The Company/Team:This company has a great reputation for developing people within Financial Services and have been through a sustained period of expansion over the last 2-3 years. This is a relatively new, cross-functional team within the Re-registrations & Transfers area (RR&T One) that is responsible for enabling investors to move their assets onto our clients platform. This is one of three pioneering pilot teams set to shape the future of our clients entire business in terms of the way they are organised.

The Role:This Product Manager will work with the Product Owner and Change Hub Leads to ensure the correct prioritisation is factored into the roadmap. You will support the PO to manage product backlog, delivery time-lines and stakeholder reporting. You will deal with change requests, facilitate impact assessments, leading communications around them and seeing through to closure. In addition, you will support the business analysis team, Operational Development Group other members of the scrum teams to deliver changes successfully.

It will be your responsibility to support the team in the smooth running of change initiatives by ensuring the Change Management process is embedded into the daily ways of working. You will also get involved with budget management, identifying dependencies and gaps in the programme, defining acceptance criteria, stakeholder management and project reporting.

Experience/Skills Required:For this Product Manager role, you must have solid management experience within Financial Services, Banking or Insurance and you must have experience of working with and understanding the needs of customers or clients (internal or external). Strong business acumen and a strategic, growth mindset are also important considerations and you should have a commitment to an Agile/digital working style.

Additional Information:The salary is to £70,000 with an average bonus of c.19% and a company pension contribution to 13%. There is an excellent benefits package and genuine chances to progress within a company well known for developing people.

Apply for Product Manager

Customer Service Administrator

Ref: arc473

Surrey/WFH - Permanent

£25,000

Opportunity for either a recent graduate to break into Financial Services, or someone with complex admin or phones based experience to get into a company that encourages growth and development.

Job Title/Location: Customer Services Administrator, 5-10 mins walk from Epsom Station

Salary: £25,000 + bonus + pension

Office/WFH: All training in the office, upon completion 3-4 days p/w office based & 1-2 days WFH

Requirements: Either a recent graduate with some admin/customer service experience, alternatively a non-graduate with experience in complex administration and/or phones based customer service

Role Snapshot: Around 70% phones based dealing with customer administration issues and around 30% actually doing the administration

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

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

  • Work on all aspects of complex mortgage administration including Buy to Let mortgages, Transfer of Equity and Interest Only mortgage administration, which can involve liaising with customers.
  • Deal with all aspects of administration relating to Commercial Lending and mortgage arrears.
  • Undertake administration of all centrally managed reports, including any relevant research, correction or communication that arises and any response management that may be required.
  • Assist with the training of departmental staff as required.
  • Liaise with external suppliers and maintain business relationships with third parties as required.

Skills / Experience Required: For the Customer Service Administrator role, candidates must either have previous complex administration experience and/or phones based customer service experience, alternatively our client will consider recent graduates that have had some administration or customer service experience. You must be quite analytical, strong with MS Excel and have an eye for detail.

Additional Information: Salary is £25,000 with bonus, pension and free car parking in addition. Hours are Monday to Friday 9am to 5.30pm, 37.5 hours per week. Initial training all carried out in the office and after a few weeks you will work 3-4 days office/1-2 days WFH. Great employer to develop with long-term.

If the role is of interest and you feel you satisfy the requirements, please apply below - we aim to contact candidates we consider to be strong options within 48 hours

Apply for Customer Service Administrator

Business Analyst

Ref: arc657

London/Surrey & WFH - Permanent

To £65,000 + c.10% bonus

  • Job Title/Location:Product Business Analyst, Surrey or London/WFH
  • Salary:To £65,000 + average bonus of 10%
  • Office/WFH:Flexible arrangement, average week of 1-2 days office (London or Surrey) & 3-4 days WFH
  • Requirements:A business analysis background with experience in the fund management sector
  • Role Snapshot:Running product development from idea through to delivery, understand proposition roadmaps and conceptualise new product ideas

The Company/Dept:This client is an important player in the fund management sector, producing innovative solutions/products that impact positively on both distributors and fund managers. Numerous office locations around the world with this role being based out of either their London or Surrey offices. The Product Team numbers around 40 people, driving company strategy and bringing client projects to life.

The Role:The Product Team works in close collaboration with the Propositions Team who are responsible for anticipating and meeting the long-term needs of the investment industry; together, they devise and direct the strategies behind our clients market-leading products and services. They sit at the heart of the company and oversee the development and roll-out of all services, from formulation to sales - including all elements of product and service planning and positioning. The main responsibilities of the role include:

  • A key member of scrum teams
  • Running product development from idea through to delivery
  • Working closely with Product Managers to understand proposition roadmaps & deliverables
  • Conceptualise new product ideas, working closely with UX to create prototypes
  • Capture requirements and create user stories
  • Supporting development and QA teams
  • Creating acceptance criteria and reviewing test cases
  • Stakeholder demos and progress reporting for Product Managers

Experience/Skills Required:For this Product Business Analyst role, our client is looking for solid business analysis experience with a background in the fund management sector. Previous exposure to Scrum/Agile, strong communication skills with the ability to influence are also on our clients wish-list.

Additional Information:The salary is to £65,000 with an average bonus of around 10%. The team is expanding due to a recent acquisition, so currently need an additional 2 Product Business Analysts to add to several others that have just recently been recruited. The business is doing extremely well and there are genuine opportunities to develop within the company.

Apply for Business Analyst

Financial Services Associate

Ref: arc201

Surrey/WFH - Permanent

£25,700

  • Job Title/Location:Financial Services Associate, Surrey & WFH
  • Salary:£25,700 + bonus average of 7.5% + pension to 13%. Salary increases to £26,800 once probation completed.
  • WFH:1-2 days office + 3-4 days WFH after initial office based training period
  • Requirements:A background in customer service, be that telephones based or shop/retail experience. Will also consider recent graduates with some customer service/retail experience
  • Role Snapshot:Responding to query calls from customers who have questions re their investments/pensions. An intake role into the business from which people progress and transfer into other areas of the company

We cannot stress highly enough how good an opportunity this is for people with ambition that want to learn and develop. If you have strong communication skills with some customer service experience under your belt, this is a superb chance to really kick-start a long-term career within a major blue-chip.

The Company/Team:For years, this company has built a great reputation for developing people within Financial Services and they are going through a sustained period of expansion, which started in 2020. The Customer Service Teams pro-actively resolve incoming telephone, letter and email queries from Financial Advisers and direct customers/investors. This is not a high call volume/sales-type call centre role, the focus is purely query resolution and on providing the best customer service possible.

The Role:These roles involve taking 30-40 incoming calls + emails, some calls lasting upwards of 30 minutes. Queries may include: information on a customer account, the details about a particular product, the resolution of a web navigation/online issue. Your role is to ensure that all interactions with a customer are handled in a timely manner with a quality of response that continually exceeds the customers' expectations. Around 70% of your time will be based around query resolution and the remaining 30% focused on the least complex complaints resolution cases.Hours are shifts of 8 - 4, 9 - 5 and 10 - 6. On average you would work two days p/w in the office, three days WFH after training.

Skills / Experience Required:For these Financial Services Associate roles, you should have previous customer service or call centre experience. Our client will also recruit people with a background in retail or recent graduates. One really important point - you must have an interest in Financial Services, the biggest industry in the UK with the most opportunities to develop. You should be a confident communicator, attitude is really important - enthusiasm, energy and the ability to multi-task are paramount. In addition, our client is really keen on people whoWANT TO LEARN.

Additional Information:The salary for this Financial Services Associate role is £25,700 with average bonus of 7.5% and company pension contribution to 13%. Salary will increase to £26,800 once probation is completed. There is an excellent benefits package and great opportunities to develop further. Whilst there is WFH flexibility, ideally our client wants to focus on people based within commuting distance of Sutton/Epsom/Redhill areas.

Apply for Financial Services Associate

Assistant Manager

Ref: arc694

Surrey/WFH - Permanent

To £40,000

  • Job Title/Location:Assistant Manager, Surrey/WFH
  • Salary:To £40,000 + average bonus of 11% c.(£4,500) + pension contribution to 13% (£5,200)
  • WFH:1-2 days p/w in the office, 3-4 days p/w WFH
  • Requirements:A team lead or management background within Financial Services/Banking in general with the ability to identify and mitigate risks
  • Role Snapshot:Interesting area of retirement operations, a team responsible for processing retirement & divorce claims with this role leading the Retirements Team, providing guidance in terms of team member careers and development

The Company/Dept: This company has built a great reputation for developing people within the Financial Services sector and they are going through a sustained period of expansion including developing new strains of business. This role is open due to an internal mover and is within a really interesting area of the business that looks after retirement, divorce and death cases.

The Role: You will provide leadership for the Retirements Team, providing management of daily operational tasks and providing guidance for team members in terms of career and ongoing development. Key responsibilities include:

  • Driving a customer service culture through coaching/developing the team
  • Driving forward ideas for improvements to environment/service/procedures, obtaining feedback and approval from peers and manager
  • Coach and develop individuals through each stage of their role; completing appraisal reviews, producing coaching & developments plan for each team member through regular 1-2-1’s
  • Provides regular updates to Management on trends and issues, team performance, escalated issues/problems, project work.
  • Review, organise and coordinate the business contingency plans for Institutional Operations.
  • Represents the business in internal and external meetings.
  • Undertakes delegated project work, updating management and peers on progress.

Experience/Skills Required: For this Assistant Manager role, our client is looking for previous team lead/managerial experience within Financial Services, ideally with some previous pensions experience. You should be a strong communicator, good decision maker and be able to identify and mitigate risks.

Additional Information: The salary is to £40,000 with the average bonus being c.11% (£4,500) and also a company pension contribution to 13% (£5,200). There are a wide range of additional life/health benefits, free gym, retail discounts etc and that WFH flexibility alongside the opportunity to develop long-term.

Apply for Assistant Manager

Complaints Investigator

Ref: arc470

Surrey/WFH - Permanent

£25,000 - £32,000

  • Job Title:Complaints Investigator
  • Salary:To £32,000 + bonus average of 7.5% + pension to 13%
  • Office/WFH:Average week of 1-2 days office based (Surrey) and 3-4 days WFH
  • Requirements:Must have complaints experience or a banking background (Bank Cashier, Personal Banker etc)
  • Role Snapshot:Investigate, resolve & respond to complaints, liaising with clients & Financial Advisors

Superb opportunity to work with a respected employer, known within the industry for developing staff, offering genuine long-term career prospects

The Company:Our client is aleading player in Financial Services, employing over 10,000 people worldwide, expanding their product offering and they have been expanding the business at an impressive rate over the last 2-3 years.

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

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

Skills/Experience Required:For this Complaints Investigator role, you should have some complaints experience, from any sector, within a professional, office setting. Our client will also consider people with a banking background with customer service experience, so Bank Cashiers, Personal Bankers etc. Excellent organisation skills are essential with good analytical and interpersonal skills with the ability to influence and negotiate at all levels. You should also want to learn and develop/better yourself.

Additional Information:Salary for the Complaints Investigator role is to £32,000 with bonus on average adding c.7.5% and a pension contribution from the company to 13%. There is free parking, free gym, subsidised canteen, study support for professional qualifications and ongoing training available. A great company to develop a career with long-term.

Apply for Complaints Investigator

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

    CLIENT - Manager, Flex Consulting & Administration, Enrich Reward

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

    ARC have placed several research and software development professionals since 2006

  • Highly professional with excellent market knowledge. Recommended

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

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

    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

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

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

    Accepted role as an Analyst for a pensions provider in Surrey

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

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

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

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

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

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

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    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.

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

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    CLIENT - Only Chartered IFA business in Rutland

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

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

    Accepted a role that mixes complaints investigations with technical query resolution

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

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  • 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.

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  • 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.

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  • 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.

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  • 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

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  • Darren was fantastic from the first point of contact. Asking the right questions to establish my strengths & needs. He explained the posts in great detail and provided all the preparatory material to set me up for success. Darren was also very easy to reach when I had questions & made the experience a very pleasant one. Thank you Darren!

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