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          Financial Services

          01737 300 470

          General Insurance

          01273 823 571

          Active Recruiting Consultants Ltd

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

          Financial Services Jobs

          Call Handler / Administrator

          Ref: arc295

          Surrey - Permanent

          £22,000 - £23,600

          • Call Handler / Administrator, Surrey, to £23,600
          • A genuine chance of progression in 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 Call Handler / Administrator, you will be joining the Customer Service teams now numbering c.25 staff. The focus is on servicing existing customers with their mortgage and savings/investment products. Initially you will get to grips with the administrative element of the role and gradually gain exposure to calls from brokers and customers. The teams split their week between admin days and calls days, alternating through the week. As a business, their focus is very much on providing first class customer service with a requirement that potential candidates can show a "Customer Comes First" focus. People regularly progress into our clients other specialist teams, so those that apply themselves can definitely progress within the business. The main elements of the role include:

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

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

          Skills / Experience Required:As mentioned above, for this Call Handler / Administrator role our client will consider people with recent customer service experience within Financial Services or Banking. 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 work experience that has been based around inbound or outbound calls.

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

          Apply for Call Handler / Administrator

          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.

          Apply for Project Manager

          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.

          Apply for Pensions Case Assessor

          Project Manager

          Ref: arc519

          Work from Home - Contract

          £negotiable

          • Project Manager – Work from Home, £negotiable
          • 6 month contract, longer-term potential
          • Looking for project management experience within Financial Services
          • Role centres around a 2-year on-boarding project for a new complaints learning programme
          • Blue-Chip, global business

          The Company:This company enjoys a fantastic reputation within the Financial Services sector. They adjusted very quickly to the pandemic situation and have been recruiting throughout 2020 and into 2021. This area of the business largely advises on pension, investment and health options, with your immediate focus being the Learning & Development as well as Complaints functions.

          The Role:This post requires you to support the completion and transition of the Complaints on-boarding learning programme, but L&D and on-boarding experience is not required. Working with the Learning Project Manager and Learning Consultant, you will support the completion of the learning programme and ensure a smooth transition into Business As Usual.Your immediate team is quite small, but you will work closely with the complaints area of just under 50 people.

          You will need to manage several stakeholders including the relevant working group, the business head and senior leadership team as well as external vendors. In addition, there will be a need to manage relationships across several L&D teams within the business and other interested parties. Key responsibilities will include:

          • Stakeholder management of various parties
          • Organising and managing working group meetings
          • Aligning project plans with external vendors
          • Creating a formal handover and support documentation
          • Creation of management information (MI) on project progress and programme delivery
          • Post implementation support

          Experience/Skills Required:Experience of project management is key – within this our client wants to see people who understand governance involved in the project management process, ability to assess risk, create MI and someone who can create a communications plan relating to project roll-out. Ideally this project management experience will have been within Financial Services.

          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 be completely WFH, so your location in many ways is irrelevant.

          Apply for Project Manager

          Senior Pensions Administrator

          Ref: arc491

          Surrey - Permanent

          £28,000 - £35,000

          • Frustrated in your efforts to become a Senior Pensions Administrator?
          • Possess 2-3 years+ DB pensions administration experience?
          • Redhill/Reigate - to £35,000 + average bonus of £5,500 + pension to 15%
          • Expanding DB operation - 2020 a record year
          • 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 markets 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 Senior Pensions Administrator role you must have at least 2-3 years Defined Benefit admin 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 are keen to see in people.

          Additional Information:The Senior Pensions Administrator package is a salary of up to £35,000 + bonus average around £5,500 + 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 Senior Pensions Administrator

          Client Investment Manager

          Ref: arc518

          Surrey - Permanent

          To £55,000 + bonus

          • Client Investment Manager, to £55,000 + bonus
          • Surrey, established, well regarded wealth management company
          • Significant role, driving the client investment function from an oversight & administrative perspective
          • Looking for solid investment experience, ideally from within an IFA/Wealth Management business with a Centralised Investment Proposition (CIP)

          The Company:A well-established practice that advises across the Financial Services product spectrum, both on individual and group products. This role will see you focus on our clients Investment business, managing one Investment Administrator.

          The Role:This is a wide-ranging role with a number of responsibilities and integral to the business. You will contribute to the Investment Management Committee, providing technical expertise in respect of investment portfolios, investment funds within the portfolio as well as portfolio risk/performance. You will get involved in some IMC research as well as construction and maintenance of blended portfolios in order to deliver the agreed risk profiles.

          In addition to the above, on the investment research side of the role you will get involved in variance reporting, providing quarterly market overviews and take responsibility for templated documents. Attribution analysis is another responsibility and you will provide overviews for the regular Monday morning company meetings.

          As for the process side of the role, you will be responsible to the IMC & Board of Directors for the operation of the investment administration process – this covers the oversight, implementation and regular review of the robust administration process to ensure compliance with regulatory responsibilities including GDPR & Mifid2. All clients are reviewed at least twice yearly, so part of your remit is to drive this process. The Investment Administrator will report to you directly, so you will be responsible for their performance, supervising them accordingly.

          Skills / Experience Required:For the Client Investment Manager, our client is looking for someone ideally from a wealth management background, although City experience will be considered. One consideration is that our client would like this person to have experience in a business with a Centralised Investment Proposition (CIP) and the role/candidate would benefit from having technical and client working knowledge.

          Additional Information:The salary for the Client Investment Manager role is up to £55,000 plus bonus, with 25 days holiday, Group Pension, DIS and Group PHI. An established business with award-winning Advisors and a great team atmosphere.

          Apply for Client Investment Manager

          IFA Investment Administrator

          Ref: arc517

          Surrey - Permanent

          £25,000 - £30,000 pro-rata

          • IFA Investment Administrator, pro-rata to £30k + bonus
          • Surrey, part-time role (Mon-Fri, 10am-3pm)
          • Successful, award-winning wealth management business, looking for two more people
          • You must have experience in investment switches
          • Fabulous office setting, great team environment

          The Company:A well-established 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 and be able to commit to a Mon-Fri role between the hours of 10am – 3pm. Once working life normality resumes, as the teamwork between this role and that of the Client Investment Manager is so important, the preference is for this role to be fully office based. Accuracy is really important as is finding someone who is a genuine team player.

          Additional Information:The salary for IFA Investment Administrator role is to £30,000 plus bonus on a pro-rata basis. You would also get 25 days holiday (pro-rata), Group Pension, DIS and Group PHI.

          Apply for IFA Investment Administrator

          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.

          Apply for Mortgage Case Manager

          Junior IFA Administrator

          Ref: arc493

          SW London - Permanent

          £24,000 - £26,000

          • Junior IFA Administrator, SW London, to £26,000 + bonus
          • Established IFA business, successful private client and employee benefit arms
          • Study support provided for Administrators with Financial Services experience either within another IFA business or potentially a Life Office or 3rdParty Administrator
          • 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 mailshots including ISA mailshots
            • Meeting and greeting clients
            • You will also be responsible eventually, for checking the work of others and making sure that things are all correctly in place.

            Skills/Experience Required:For this Junior IFA Administrator role, you will ideally already have worked within an IFA practice, gaining admin experience within a number of product lines (Investments, Life & Pensions products, protection etc) or you could have experience within a Life Office/Provider or a 3rdparty administration business. 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.

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

          Apply for Junior IFA Administrator

          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.

          Apply for Mortgage Administrator

          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.

          Apply for IFA Operations Consultant

          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.

          Apply for IFA Operations Consultant

          Marketing Manager

          Ref: arc496

          Surrey - Contract

          £negotiable

          • Marketing Manager, Surrey, 14 month contract, £negotiable + bonus, some WFH flexibility
          • Seeking marketing experience within an investment/financial advice business, maybe retail banking
          • To support the planning & delivery of marketing campaigns, programmes & initiatives to help drive leads through to our clients advisory team
          • Requires proven marketing and campaign management experience

          The Company:Our client has a reputation within Financial Services for developing staff and giving people a platform from which they can move forward. Great offices in a superb location, option to work 2 days per week on a WFH basis.

          The Role:We are looking for a passionate Marketing Manager to join the marketing team within a specific division of our client’s pensions and investments business. You will play an important role in the success and performance of one of our client’s key strategic focus areas for 2021. The Marketing Manager will be a well-rounded marketeer with experience in above-the-line, below-the-line marketing as well as digital marketing. You will create and implement integrated, multi-channel marketing plans, always focused on the customer experience. Key responsibilities include:

          • Use customer and market insight for a deep understanding of the target market to help create competitive and appealing campaign propositions.
          • Create marketing campaigns that are commercially driven, fit with the teams marketing strategy and will help the area achieve business objectives. You will support the Senior Marketing Manager on larger campaigns/initiatives, whilst have autonomy and responsibility for end to end delivery of smaller initiatives.
          • Develop campaign briefs, with appropriate engagement with internal stakeholders and external agencies including: the digital marketing team, web team, insight team, technical team, customer services and advertising agency. Utilise the marketing mix for maximum impact and cut through which includes advertising, DM, digital marketing, product collateral and seem-less online journeys.
          • Implement adequate tracking and measurement and report detailed campaign results, with learnings and recommendations for future campaigns.

          Skills / Experience Required:You must have proven marketing and campaign management experience within investment or financial advisory environments, possibly within retail banking. You should have previous direct and digital marketing experience, as well as a background in press advertising and events.

          Additional Information:Salary for the Marketing Manager role is negotiable, with all details being available upon application. There will be an end of contract bonus and within such a large, diverse environment there is always the potential for either this role to go permanent or to eventually transfer on a perm basis into another marketing team.

          Apply for Marketing Manager

          Learning Consultant Asst Mngr

          Ref: arc514

          Surrey - Permanent

          £negotiable

          • Learning Consultant Assistant Manager
          • Surrey, £negotiable, expanding business
          • Currently 100% WFH – long-term this will be a mix of WFH and being office based
          • Looking for experience of delivering learning content gained within a regulated environment
          • Role based around ensuring that this division has a learning centric culture focussed on providing an excellent client experience through customer obsession.

          The Company:These roles are 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.

          The Role:Working with the relevant business head and senior leadership team you will complete regular learning needs analysis, define appropriate actions and working with relevant SME’s create and deliver suitable learning programmes to meet the needs of the business area.

          You will need to ensure the best use of existing learning technology and learning data to enhance the learning experience through personalised journeys and engaging content. You will also utilise the learning data to both measure the return on expectation as well as opportunities to further develop the content. In addition, you will also need to ensure that any learning programmes align to both the global and local L&D strategies whilst challenging the business to ensure clarity on learning expectations and working with other L&D teams across the business.

          Another element of the role entails maintaining and improving existing programmes including department specific on-boarding programmes.

          Experience/Skills Required:Experience of defining, creating and delivering learning programmes is essential, as is experience of creating engaging digital learning content, all this within a regulated environment. Relationship development and management skills are also required.

          Additional Information:The salary for this role is negotiable and the bonus/pension benefits amount on their own to c.£8,500. In addition, there is life cover, generous holiday entitlement, ongoing training & study support as well as free parking.

          Apply for Learning Consultant Asst Mngr

          Pensions Re-Reg Administrator

          Ref: arc513

          Surrey - Contract

          £negotiable

          • Pension Re-Reg Administrator (3 x 6 month contracts)
          • Surrey, £negotiable
          • A fast-growing area within our clients UK business, looking for re-registration experience ideally within SIPP, DB or DC pension schemes
          • Processing all transfer elements within SIPP pensions (cash transfers in/out, re-registration in/out, benefit calculations & payment, death & divorce cases.

          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 focus on the re-registration of assets in-species (which means the customer is not actually out of the market). This option is becoming more and more popular with their customers. 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
          • Ability to organise your own day to day workloads and prioritise accordingly
          • Ensuring the appropriate escalation of issues to management e.g. those that have regulatory/reputational/financial risk
          • Contacting other ceding schemes and platforms to obtain updates
          • Keeping all systems and tracking tools up to date with progress being made
          • Work efficiently to ensure a significant contribution to your team’s target on a daily basis

          Experience/Skills Required:The key requirement is re-reg or re-registration experience and ideally for this to have come from within a SIPP, DB or DC administration function. 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.

          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 Pensions Re-Reg Administrator

          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

          Mortgage Admin Consultant

          Ref: arc473

          Surrey - Permanent

          £20,000 - £25,000

          • Mortgage Administration Consultant, Epsom, to £25,000 + bonus
          • Ideal candidate will have mortgage administration & mortgage arrears experience OR banking / Financial Services experience dealing with a wide array of queries
          • Good analytical & MS Excel skills important
          • You should also be happy to get involved in training and assist the testing function
          • Long established Financial Services business
          • The Company:Our client specialises in lending and retail savings and in recent times have expanded by around 25% in terms of staff headcount (now standing around 175 people) as product demand increases.

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

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

            Skills / Experience Required:Candidates must have either recent mortgage administration / mortgage arrears experience or a background in banking/financial services getting exposure to a wide range of queries. You must be analytical, be very comfortable with MS Excel, have an eye for detail and have the ability to be calm under pressure. You will have excellent communication skills as well as being able manage your time effectively

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

          Apply for Mortgage Admin Consultant

          Customer Service Associate

          Ref: arc296

          Surrey - Permanent

          £22,100 - £23,600

          • Customer Service Associate, Epsom, to £23,600
          • Genuine prospects - this client has expanded over the last 18 months
          • Excellent office atmosphere - exposure to both mortgage and savings/investments products
          • Must have telephone based experience within Financial Services
          • Liaising with new/prospective customers, answering queries, promoting product benefits
          • 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/ISA’s are their key markets and this role will expose you to both sides of the business.

            The Role:This opening is based around providing the initial point of contact for prospective customers and intermediaries regarding the products and services offered by the company. You will deal with these calls, outlining the benefits of the relevant products and services, but without 'selling or offering advice’. The focus is very much on providing information through 1st class customer service - the main elements of the role are as follows:

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

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

            Skills / Experience Required:For the Customer Service Associate role, our client is looking for people who have worked in Financial Services in a role that has largely been telephone based. You must have a 'customer comes first’ approach to your work, possess excellent communication skills, a smart appearance and be willing to learn.

            Additional Information:The Customer Service Associate role has a basic salary of £22,100 to £23,600 as well as an annual bonus, overtime, good company benefits including pension and professional qualification sponsorship.

          Apply for Customer Service Associate

          Finance Administrator

          Ref: arc511

          Surrey - Permanent

          £negotiable

          • Finance / Financial Administrator
          • Surrey, possibility to WFH 2 days per week
          • Excellent package (full details available) - bonus & pension alone worth up to c.£8,250
          • Consider people with strong numeracy skills and experience in Finance/Financial Services
          • Role involves management information (MI), assisting with regulatory audits, some reconciliation work and lots of project involvement

          The Company & Team:Our client has a great reputation for developing staff and giving people a platform from which they can move forward. Industry leading name, increasing their influence in a number of pension, investment and financial advice markets. This team of 6 is within our clients Banking Reconciliation and Control group, with 6 other staff overseas within an impressive office complex of well over 1000 people. This part of the business is responsible for banking, settlement, reconciliation and control of clients’ transactions in both UK and non-UK registered funds.

          The Role:This CASS Specialist Team is responsible for ensuring that the FCA’s Client Assets Sourcebook (CASS) requirements and broader financial controls are fully considered and incorporated into projects and BAU processes. You will get the opportunity to become a subject matter expert on BRC / CASS related matters via new initiatives, projects and change with the bulk of your work detailed as below:

          • Support the monthly collation and submission of Client Money and Asset Return (CMAR) regulatory reporting to the FCA and for logging of CASS breach notifications and risk events.
          • Assist in producing and reviewing daily MI reporting to highlight any issues or concerning trends.
          • Assist in reviewing BRC processes and relevant money flows to ensure compliance and identify potential improvements.
          • Help support Business Initiatives which affect BRC and provide technical input into potential solutions.
          • Provide support for regulatory audits (internal & external) and regulator visits
          • Assist in developing new processes, controls and reporting to meet changing regulatory demands.

          Skills / Experience Required:For this Finance Administrator role it is essential that you possess strong numerical and analytical skills. Any previous exposure to producing management information (MI) would be an advantage and attention to detail is a key trait. Strong communication skills, a level of confidence and good organisational skills are also important. You should be strong in MS Excel, Word and PowerPoint and be happy to start making progress with the IOC exams.

          Additional Information:Full details of the excellent salary/benefits package for the Finance Administrator role can be provided upon application. There are flexible working options including partial WFH, a generous bonus to 20% and pension contribution from the client to 13% along with real career development opportunities.

          Apply for Finance Administrator

          Paraplanner

          Ref: arc509

          SW London - Permanent

          £40,000 - £48,000

          • Paraplanner - SW London - to £48,000
          • Established IFA business, successful private client and employee benefits arms
          • Varied role, gain exposure to both arms of the business
          • Prepare for client meetings, analyse clients circumstances, research & prepare suitability letters
          • Must have paraplanning experience within an IFA/Wealth Management business

          The Company:Our client is a well-established IFA firm with 13 people in the office and a requirement now for this Paraplanner and potentially two more Administrators 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 both the private client and employee benefit arms 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 (Adviser Office).
          • 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 c.£48,000 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

          Office Manager/PA

          Ref: arc456

          West London - Permanent

          £32,000 - £42,000

          • Office Manager/PA, West London
          • To £42,000 + bonus
          • Established, expanding brokerage, headed by a well-known industry figure
          • Looking for an Office Manager to oversee and improve processes within the office
          • Help develop the client journey & experience
          • Office management/PA experience in any sector will be considered.

          The Company:This brokerage generates extremely healthy volumes of business and the case values are high given the area they are based in. They have been operating for over 10 years, the MD is a leading Broker and committed to expanding the business.

          The Role:The aim of the role is to support the MD to help establish the company as a growing business and aid our expansion from 4-10 employees. 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, ensuring the Client Journey is 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 Estate Agent & Introducer referral data, 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 assist the MD to employ a team to compile all email, address and contact data for all the company’s clients and to manage this data in relation to marketing and client contact.
          • 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/PA role our client is looking for previous office management experience, ideally within Financial Services, but solid experience in any sector will be considered. 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, the ability to pay attention to detail, drive, personality and a commitment to doing a first-class job. Good organisational skills are key and a background of improving/implementing new processes.

          Additional Information:The salary for the Office Manager/PA 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).

          Apply for Office Manager/PA

          Quality Assurance Associate

          Ref: arc466

          Surrey - Permanent

          To £25,000

          • Quality Assurance / Complaints Investigator
          • Epsom, to £25,000 + bonus
          • Varied role, ideal for people keen on progressing their career
          • Looking for experience in quality assurance, complaints, training and ideally vulnerable customers
          • You should also be happy to get involved in helping to improve procedures
          • Long established, expanding business

          The Company:Our client is an innovative Financial Services company that has expanded well over the last 4-5 years, now standing at around 175 people with product demand increasing.

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

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

          Skills / Experience Required:Our client is looking people with experience in quality assurance within the Financial Services sector. Ideally this background will have involved complaints handling, staff training and call listening as well as previous exposure to ‘vulnerable customers’. Excellent communication skills, both verbal and written are essential, as are strong organisational skills.

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

          Apply for Quality Assurance Associate

          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

          Call Handler/Administrator

          Ref: arc489

          Croydon - Permanent

          £17,000 - £23,000

          • Call Handler / Administration Support
          • Croydon: £17,000 - £23,000 + bonus/pension
          • Expanding office of around 165 people need someone to help support their pensions administration team (No Pensions Experience Required)
          • You will offer in-bound call support, update records and provide general office/clerical support - great way to break into this huge industry
          • Looking for recent call handling / contact centre experience.

          The Company:Our award winning, innovative client’s key areas are corporate pensions, employee benefits and wealth management with the function this role is a part of making up about half of the workforce. They are highly respected and provide services to a range of high-profile clients.

          The Role:There are several teams within the pensions administration function and this role will focus on the following:

          • Supporting the Administrators by offering first-line in-bound call support, including resolving queries, after initial training.
          • Opening and processing incoming post, scanning and indexing documents and images.
          • Processing member events, ensuring they comply with internal standards and scheme/legislative rules.
          • Producing letters, emails and reports based on set templates as well as producing bespoke letters and emails where required.
          • Participating in ad-hoc administration projects/exercises.
          • Identifying and recording non-core fee events

          Skills / Experience Required:For the Call Handler / Administration Support role, no prior pension administration experience is neededas extensive training will be provided. You should have recent contact centre / call centre experience within a professional office environment, strong communication skills, solid MS Office skills and the ability to process work to a very high standard.

          Additional Information:The salary for the Call Handler / Administration Support role is up to £23,000 with bonus in addition and a pension contribution from our client of up to 7% with various life & health benefits.

          Apply for Call Handler/Administrator

          Junior Paraplanner

          Ref: arc505

          West Sussex - Permanent

          £22,000 - £24,000

          • Junior Paraplanner, Worthing
          • To £24,000
          • Well established wealth management business
          • Highly professional, well qualified paraplanning team, keen to take someone on who can grow with the business and utilise the study support available
          • Start by working on client reviews, reviewing funds and asset allocation, then move into areas of new business. Looking for some IFA administration/support experience.

          The Company:Our client is a fully independent, chartered wealth management business and well respected on the South Coast.

          The Role:This is a role based within a Paraplanning Team of 6, supporting 8 IFA’s with product research and suitability report writing. As mentioned above, initially you would start with client reviews, reviewingfunds and asset allocation, collecting Mifid information and preparing recommendations. You will then move onto areas of new business such as pension transfers, Flexi Access Drawdown and IHT Planning etcwhen competent, regularly using investment platforms such as Fidelity, AJ Bell Aegon, Aviva and Elevate.

          Skills/Experience Required:You should already have some experience of working within IFA administration. An ability, willingness and interest in learning about investment funds, to actively read around the subject building strong knowledge is really important. In an ideal world you will have experience of using Intelligent Office, Dynamic Planner, O&M and Cashflow planning software, but this is not essential. The ability to work to deadlines, attention to detail, to work confidently alongside colleagues and not be afraid to ask questions are other traits our client is looking for.

          Additional Information:The salary for the Junior Paraplanner role is £22,000 – £24,000 and presents the chance to work with respected professionals who will support your studies. There is a company pension, 22 days holiday and additional day for your birthday, annual bonus c.£2,000 and a staff discount scheme.

          Apply for Junior Paraplanner

          IFA Administrator

          Ref: arc504

          London - Permanent

          £28,000 - £33,500

          • IFA Administrator, WFH 3-4 days per week long-term
          • To £33,500 – office based close to Moorgate, Liverpool St & Barbican
          • Award winning IFA business, forward thinking & flexible employer
          • Extremely varied role in a support team of 6, supporting 11 Advisors
          • Must be an experienced Administrator from within an IFA or Life Office environment with varied product knowledge

          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. The role exists as a current Trainee IFA is gaining promotion and the idea is that with two other Trainee IFA’s on the team, that this vacant spot will be filled by someone looking to focus on administration long-term, whilst still being able to learn and grow moving forward, hence the prospect of this person possibly gaining exposure to some elements of report writing, with templates at least initially. The primary responsibilities include:

          • Preparing first meeting packs
          • Detailed use of Intelligent Office (IO) including - inputting fact finds, settingup clients, inputting cases and inputting initial fee (commission) & expectation of future income
          • Obtaining illustrations
          • Regular liaison with providers, clients and 3rdparties
          • Input Attitude to Risk (ATR) questionnaire into Financial Express
          • 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 previous Financial Services administration experience gained within either an IFA/Wealth management business or a Life Office having covered a variety of products. Ideally you will have used Intelligent Office, although experience with similar systems will be considered. You should be at least FPC Qualified (or equivalent), a good communicator with strong analytical skills. This company really puts an emphasis on teamwork, people with a team mentality will do well.

          Additional Information:The salary for the IFA Administrator role is £28,000 – £33,500. As mentioned, most of the team work 3-4 days from home, there are 20 days holiday + 24thDec to 2ndJan as additional holiday. 4 x DIS, PHI, pension scheme and study support. Great atmosphere within the business as a whole.

          Apply for IFA Administrator

          Pensions Administrator

          Ref: arc481

          Croydon - Permanent

          £25,000 - £29,000

          • Pensions Administrator
          • Surrey/London borders
          • £25,000 - £29,000 + bonus/pension
          • Genuine opportunity for development
          • Do you have a DB admin background but want a broader job spec, more variety and WANT TO LEARN MORE?
          • This team has a really positive team dynamic with first class support from management for exams and a deeper level of involvement than other TPA's.

          The Company: Expanding at an impressive rate, our clients pensions admin function makes up about half of the workforce, where the focus is DB clients and some DC. Whereas a lot of Pensions Admin staff at other companies work quite narrow specs within a particular part of the process, this company wants people who want to grow, learn more about the business and really widen their skill-set within a broader remit.

          The Role: You will personally be looking after a portfolio of administration clients that range in size. You will be expected to manage all day-to-day activities across your allocated clients as well as help to deliver management reports and ad-hoc projects. Your key responsibilities will include:

          • Prioritising work to ensure delivery in accordance with client Service Level Agreements.
          • Processing scheme events within target, ensuring compliance with internal standards/scheme/legislative rules.
          • Producing letters, emails and reports based on set templates as well as producing bespoke letters and emails where required.
          • Answering incoming calls and resolving queries.
          • Attendance of Trustee or client meetings.
          • Attending internal/external meetings to provide support and guidance on related client administration issues.
          • Participation in ad-hoc administration projects/exercises.
          • Identifying and recording non-core fee events.

          Skills / Experience Required: For the Pensions Administrator role our client is looking for an A-Level or equivalent academic background, at least 2 years DB administration experience within a TPA as well as strong technical pensions and legislative knowledge.

          Additional Information:The salary for the Pensions Administrator role is up to £29,000 with bonus c.£1,300 and a pension contribution from our client of up to 7% with various life & health benefits in addition.

          Apply for Pensions Administrator

          IFA Administrator

          Ref: arc501

          West Sussex - Permanent

          £22,000 - £26,000

          • IFA Administrator, Worthing
          • To £26,000
          • Wealth management business, established over 30 years ago
          • Extremely varied role, merging IFA administration (producing valuations, processing new business) with reception duties (dealing with calls, greeting clients)
          • Must have previous IFA administration experience, happy to help people progress through the exams towards paraplanner/advisor roles long-term.

          The Company:Our client is a fully independent, chartered wealth management business and well respected on the South Coast.

          The Role:This is a hybrid role with dealing with producing client portfolio valuations and assisting with back office administration as well as covering reception duties. You will work on pre-sales related requests for illustrations, application forms and fact sheets as well as processing new business applications and dealing with existing business-related enquiries. The key responsibilities include:

          • Producing client portfolio valuations from various investment providers
          • Producing all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
          • Processing all new business applications by submitting to providers and updating the client database
          • Producing Letters of Authority for new clients to service policies
          • Working on producing any Letters/Forms required for switches, encashments etc.
          • Ensuring compliance requirements are met on all new business cases
          • Weekly chasing of all new business cases and existing business enquiries
          • Greeting clients in Reception
          • Dealing with answering telephone enquiries

          Skills/Experience Required:You must have previous administration experience gained within an IFA/Wealth management business. Ideally you will have used Intelligent Office, be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.

          Additional Information:The salary for the IFA Administrator role is £22,000 - £26,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.

          Apply for IFA Administrator

          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.

          Apply for Mortgage Paraplanner

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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

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