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Active Recruiting Consultants Ltd

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

Financial Services Jobs

IFA Investment Administrator

Ref: arc517

Surrey - Permanent

£25,000 - £30,000

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

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

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

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

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

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

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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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