Exchange Street Financial Services
Barnton, Cheshire
Winter is here. The bright lights of Manchester are great. But the bright red lights of the car in front aren't. Instead of traffic, expensive parking and over an hour in the car, imagine something else. Less commuting. Free parking. And extra time. After all, you don't need to be in Manchester to have a successful career in investment operations. This business has its operational headquarters in Northwich. That's a FTSE250 business with over £13bn AUM. It's a very important office that's not going anywhere. And what does that mean to you? Security. This may be a 12-month contract to start with but given the size of the office there will be other opportunities. It's difficult to hire people with the relevant skill set near Northwich. It's not a sizeable town. Which means that the first port of call for any promotion or advancement is internal. And the contract staff we have placed have typically joined on a permanent basis because of that. They are currently looking for an experienced reconciliation administrator for their CASS team. You'll need to have an investment/wealth management background. And CASS knowledge (if you need to look up what CASS means, this isn't the job for you). Aside from long-term progression the company pays well. They have free parking. A PMI scheme. A bonus scheme. And they put 10% into your pension. Click apply. Send us a way of contacting you and we will be in touch. We have worked with this company for over 15 years so can answer most questions if you have them.
Dec 11, 2019
Contractor
Winter is here. The bright lights of Manchester are great. But the bright red lights of the car in front aren't. Instead of traffic, expensive parking and over an hour in the car, imagine something else. Less commuting. Free parking. And extra time. After all, you don't need to be in Manchester to have a successful career in investment operations. This business has its operational headquarters in Northwich. That's a FTSE250 business with over £13bn AUM. It's a very important office that's not going anywhere. And what does that mean to you? Security. This may be a 12-month contract to start with but given the size of the office there will be other opportunities. It's difficult to hire people with the relevant skill set near Northwich. It's not a sizeable town. Which means that the first port of call for any promotion or advancement is internal. And the contract staff we have placed have typically joined on a permanent basis because of that. They are currently looking for an experienced reconciliation administrator for their CASS team. You'll need to have an investment/wealth management background. And CASS knowledge (if you need to look up what CASS means, this isn't the job for you). Aside from long-term progression the company pays well. They have free parking. A PMI scheme. A bonus scheme. And they put 10% into your pension. Click apply. Send us a way of contacting you and we will be in touch. We have worked with this company for over 15 years so can answer most questions if you have them.
Customer Account Manager Southampton Context Recruitment is currently recruiting for a business located in the Southampton area, who require an experienced Credit Control or Collections professional with a strong background in Customer Service and client relationship management to join their team. This team are committed to providing support to existing customers, and strive to create and deliver solutions to ensure customers continue their relationship with the company. Using listening and influencing skills you will build strong relationships with customers and work together to find the best possible options. The Role: Managing and building strong customer relationships Respond and resolve customer queries Discussing customer's finances and options with regards to agreeing and negotiating repayment solutions Collection of all arrears with an understanding and focussed customer service approach The Ideal Candidate: Proven experience within credit control / collections role Ability to work with empathy and understanding Excellent customer service approach with a good telephone manner Strong negotiation skills delivered with empathy and the ability to overcome objections. Customer focused with the ability to listen, build credible relationships and overcome concerns Resilient, positive and professional attitude Articulate, confident and organised Strong experience in the financial industry Excellent IT skills, including Microsoft Office, and quick to learn new software systems. Want to hear more? We'd love to hear from you. Apply with your CV now! The company offer a very competitive salary and great benefits package, if the above has peaked your interest and you'd liked to know more or to see a detailed job description, apply now to get in touch.
Dec 11, 2019
Full time
Customer Account Manager Southampton Context Recruitment is currently recruiting for a business located in the Southampton area, who require an experienced Credit Control or Collections professional with a strong background in Customer Service and client relationship management to join their team. This team are committed to providing support to existing customers, and strive to create and deliver solutions to ensure customers continue their relationship with the company. Using listening and influencing skills you will build strong relationships with customers and work together to find the best possible options. The Role: Managing and building strong customer relationships Respond and resolve customer queries Discussing customer's finances and options with regards to agreeing and negotiating repayment solutions Collection of all arrears with an understanding and focussed customer service approach The Ideal Candidate: Proven experience within credit control / collections role Ability to work with empathy and understanding Excellent customer service approach with a good telephone manner Strong negotiation skills delivered with empathy and the ability to overcome objections. Customer focused with the ability to listen, build credible relationships and overcome concerns Resilient, positive and professional attitude Articulate, confident and organised Strong experience in the financial industry Excellent IT skills, including Microsoft Office, and quick to learn new software systems. Want to hear more? We'd love to hear from you. Apply with your CV now! The company offer a very competitive salary and great benefits package, if the above has peaked your interest and you'd liked to know more or to see a detailed job description, apply now to get in touch.
Fram Search are working with a well-established, growing Asset Finance company who are looking to hire a Collections individual into their team at an exciting time of growth. Responsibilities include: Dealing with failed mandates Dealing with incoming calls from a variety of sources Taking action regarding the administration and liquidation of companies Ensure all legal statements are produced and distributed correctly Attend weekly meetings with senior staff members The ideal applicant must have previous experience and strong knowledge of debt collections. It would also be desirable to have financial services experience and to have team management skills. You must have a confident telephone manner, be able to work well under pressure and have fantastic IT skills. Please apply now!
Dec 11, 2019
Full time
Fram Search are working with a well-established, growing Asset Finance company who are looking to hire a Collections individual into their team at an exciting time of growth. Responsibilities include: Dealing with failed mandates Dealing with incoming calls from a variety of sources Taking action regarding the administration and liquidation of companies Ensure all legal statements are produced and distributed correctly Attend weekly meetings with senior staff members The ideal applicant must have previous experience and strong knowledge of debt collections. It would also be desirable to have financial services experience and to have team management skills. You must have a confident telephone manner, be able to work well under pressure and have fantastic IT skills. Please apply now!
A leading investment banking organisation is currently seeking a Senior Operations Manager to join its operations in the North West. Leading the OTC margin team, the purpose of the role will be to manage the day-to-day activities of the team whilst overseeing key relationships and delivering MI reports. Key duties include: Daily collateral management responsibilities for key EMEA corporate clients across all OTC Derivative products Relationship Management with clients and key internal stakeholders MI reporting for regulatory requirements Change Management - partnering with Technology, challenging workflow to create efficiencies through automation. Mentoring and coaching to wider team. The successful candidate will have: Background managing a team within an investment/custodian bank Have worked in or have an awareness of OTC collateral Excellent people management skills Strong communication, analytical and stakeholder management skills Competence in the Microsoft Office Product Suite (Excel, Outlook, PowerPoint, Word) Ability to multitask with excellent time management skills. Ability to make complex decisions in high pressure scenarios Organisational skills with special emphasis on the ability to prioritise responsibilities This is a fantastic opportunity to join a leading organisation in the market with excellent long term career prospects. Please reply with an updated copy of your CV as applications for this role will close shortly.
Dec 11, 2019
Full time
A leading investment banking organisation is currently seeking a Senior Operations Manager to join its operations in the North West. Leading the OTC margin team, the purpose of the role will be to manage the day-to-day activities of the team whilst overseeing key relationships and delivering MI reports. Key duties include: Daily collateral management responsibilities for key EMEA corporate clients across all OTC Derivative products Relationship Management with clients and key internal stakeholders MI reporting for regulatory requirements Change Management - partnering with Technology, challenging workflow to create efficiencies through automation. Mentoring and coaching to wider team. The successful candidate will have: Background managing a team within an investment/custodian bank Have worked in or have an awareness of OTC collateral Excellent people management skills Strong communication, analytical and stakeholder management skills Competence in the Microsoft Office Product Suite (Excel, Outlook, PowerPoint, Word) Ability to multitask with excellent time management skills. Ability to make complex decisions in high pressure scenarios Organisational skills with special emphasis on the ability to prioritise responsibilities This is a fantastic opportunity to join a leading organisation in the market with excellent long term career prospects. Please reply with an updated copy of your CV as applications for this role will close shortly.
Part-time hours: working a minimum of 30 hours per week, working 5 days per week Monday-Friday, with a minimum of 4 hours per day. Late start and early finish available to offer an excellent work/life balance. Are you currently working within mortgages and are you looking for a new challenge, advising customers over the phone and recommending suitable products based on the customers individual needs? Are you looking to work for a professional and growing organisation who offer a supportive team environment? There is excellent earning potential within this role with monthly bonuses generally between £ per month in addition to a generous salary. Working hours are Monday-Friday 9am-6pm. As a Mortgage Advisor, you will be responsible for: Quickly establishing rapport with clients and building relationships Handling customer queries regarding mortgages on a day to day basis Providing high-quality service to both our customers and/or partners Meeting and exceeding set targets Ensuring you comply with FCA regulations at all times We are looking for highly professional, motivated and team orientated individuals, with a real desire to succeed. You will be fully CeMAP qualified, with excellent communication skills, strong numerical aptitude and the ability to explain complex information clearly and simply. Benefits include monthly bonus, contributory pension, private healthcare and excellent work/life balance. Call us or apply today! Successful candidates will be required to complete a credit check, DBS and full referencing.
Dec 11, 2019
Full time
Part-time hours: working a minimum of 30 hours per week, working 5 days per week Monday-Friday, with a minimum of 4 hours per day. Late start and early finish available to offer an excellent work/life balance. Are you currently working within mortgages and are you looking for a new challenge, advising customers over the phone and recommending suitable products based on the customers individual needs? Are you looking to work for a professional and growing organisation who offer a supportive team environment? There is excellent earning potential within this role with monthly bonuses generally between £ per month in addition to a generous salary. Working hours are Monday-Friday 9am-6pm. As a Mortgage Advisor, you will be responsible for: Quickly establishing rapport with clients and building relationships Handling customer queries regarding mortgages on a day to day basis Providing high-quality service to both our customers and/or partners Meeting and exceeding set targets Ensuring you comply with FCA regulations at all times We are looking for highly professional, motivated and team orientated individuals, with a real desire to succeed. You will be fully CeMAP qualified, with excellent communication skills, strong numerical aptitude and the ability to explain complex information clearly and simply. Benefits include monthly bonus, contributory pension, private healthcare and excellent work/life balance. Call us or apply today! Successful candidates will be required to complete a credit check, DBS and full referencing.
We have an exciting opportunity for an Income Recovery Officer to join our client's offices based in Nuneaton on a temporary contract basis for 6 months with the possibility of an extension. The client is looking for someone to start ASAP, working full time, 37 hours per week at £10.92 p/h PAYE. As the Income Recovery Officer , your main duties will include: To process Council Tax and Non-Domestic Rate debt making a decision on the appropriate course of action in relation to the debt taking into account the individual circumstances of the debtor. Process Housing Benefit Overpayments and Sundry Debts making a decision on the appropriate course of action in relation to the debt taking into account the individual circumstances of the debtor. Process and monitor arrangements, attachments to benefits and attachments to earnings taking the appropriate action where necessary. To take the necessary action to trace debtors that have left with no forwarding address and update accounts as appropriate. Where necessary arrange for any write off action to be processed. Refer cases to the enforcement agent/debt collection agent as required To carry out the appropriate checks and make referrals as necessary with regard to cases that will be sent to enforcement or collection agents. Deal with enquiries at both the counter and on the telephone as required and undertake private interviews at the Council offices as necessary. Take the necessary action to deal with complex enquiries and respond in writing, on the telephone or face to face as appropriate. Have a working knowledge of the computer system and be aware of the impact the inputting of information has on other systems. Liaise with other sections of the Council, enforcement/collection agents and other outside bodies as required. To have an awareness of issues and vulnerabilities of residents and make referrals as needed e.g. debt advice, child protection, drug & alcohol misuse, etc and to take a holistic view with regard to debt recovery. To be successful for this Income Recovery Officer post you will need to have: Recent and relevant experience of working in Local Taxation or Debt Collection environment. Recent and relevant work in an office environment with computer and manual records. Knowledge of Civica OpenRevs Local Taxation Computer system. Is required to hold a qualification at NVQ Level two on the National Qualifications Framework. Ability to compose non - standard letters. Proficiency in using computers i.e. Inputting and processing data. 121 Jobs is acting as an Employment Business in relation to this vacancy.
Dec 11, 2019
Contractor
We have an exciting opportunity for an Income Recovery Officer to join our client's offices based in Nuneaton on a temporary contract basis for 6 months with the possibility of an extension. The client is looking for someone to start ASAP, working full time, 37 hours per week at £10.92 p/h PAYE. As the Income Recovery Officer , your main duties will include: To process Council Tax and Non-Domestic Rate debt making a decision on the appropriate course of action in relation to the debt taking into account the individual circumstances of the debtor. Process Housing Benefit Overpayments and Sundry Debts making a decision on the appropriate course of action in relation to the debt taking into account the individual circumstances of the debtor. Process and monitor arrangements, attachments to benefits and attachments to earnings taking the appropriate action where necessary. To take the necessary action to trace debtors that have left with no forwarding address and update accounts as appropriate. Where necessary arrange for any write off action to be processed. Refer cases to the enforcement agent/debt collection agent as required To carry out the appropriate checks and make referrals as necessary with regard to cases that will be sent to enforcement or collection agents. Deal with enquiries at both the counter and on the telephone as required and undertake private interviews at the Council offices as necessary. Take the necessary action to deal with complex enquiries and respond in writing, on the telephone or face to face as appropriate. Have a working knowledge of the computer system and be aware of the impact the inputting of information has on other systems. Liaise with other sections of the Council, enforcement/collection agents and other outside bodies as required. To have an awareness of issues and vulnerabilities of residents and make referrals as needed e.g. debt advice, child protection, drug & alcohol misuse, etc and to take a holistic view with regard to debt recovery. To be successful for this Income Recovery Officer post you will need to have: Recent and relevant experience of working in Local Taxation or Debt Collection environment. Recent and relevant work in an office environment with computer and manual records. Knowledge of Civica OpenRevs Local Taxation Computer system. Is required to hold a qualification at NVQ Level two on the National Qualifications Framework. Ability to compose non - standard letters. Proficiency in using computers i.e. Inputting and processing data. 121 Jobs is acting as an Employment Business in relation to this vacancy.
Are you currently working within mortgages and are you looking for a new challenge, advising customers over the phone and recommending suitable products based on the customers individual needs? Are you looking to work for a professional and growing organisation who offer a supportive team environment? There is excellent earning potential within this role with monthly bonuses generally between £ per month in addition to a generous salary. Working hours are Monday-Friday 9am-6pm. As a Mortgage Advisor, you will be responsible for: Quickly establishing rapport with clients and building relationships Handling customer queries regarding mortgages on a day to day basis Providing high-quality service to both our customers and/or partners Meeting and exceeding set targets Ensuring you comply with FCA regulations at all times We are looking for highly professional, motivated and team orientated individuals, with a real desire to succeed. You will be fully CeMAP qualified, with excellent communication skills, strong numerical aptitude and the ability to explain complex information clearly and simply. Benefits include monthly bonus, contributory pension, private healthcare and excellent work/life balance. Call us or apply today! Successful candidates will be required to complete a credit check, DBS and full referencing.
Dec 11, 2019
Full time
Are you currently working within mortgages and are you looking for a new challenge, advising customers over the phone and recommending suitable products based on the customers individual needs? Are you looking to work for a professional and growing organisation who offer a supportive team environment? There is excellent earning potential within this role with monthly bonuses generally between £ per month in addition to a generous salary. Working hours are Monday-Friday 9am-6pm. As a Mortgage Advisor, you will be responsible for: Quickly establishing rapport with clients and building relationships Handling customer queries regarding mortgages on a day to day basis Providing high-quality service to both our customers and/or partners Meeting and exceeding set targets Ensuring you comply with FCA regulations at all times We are looking for highly professional, motivated and team orientated individuals, with a real desire to succeed. You will be fully CeMAP qualified, with excellent communication skills, strong numerical aptitude and the ability to explain complex information clearly and simply. Benefits include monthly bonus, contributory pension, private healthcare and excellent work/life balance. Call us or apply today! Successful candidates will be required to complete a credit check, DBS and full referencing.
Customer Advisor - Chesterfield - £16,500 - £17,000 + Overtime + Bonus We have a new opportunity for an individual with excellent customer service and communication skills to join our client based in Chesterfield. You will be working for an independent and locally built business in the banking/finance sector. Key Responsibilities include: Providing exceptional face to face customer service Actively upselling and promoting of products and services Carrying out administrative tasks such as processing customer accounts Providing reception/switchboard cover when required Person specification: Experience in a face to face/telephone customer service role Strong communication skills IT literate with admin skills Driving licence and access to own transport for occasional cover at other branches (Desirable) Salary, working hours and benefits The salary on offer is £16,500 - £17,000pa + overtime + bonus Working hours are Monday - Friday, 9:00am - 5:00pm with the occasional Saturday morning paid at time and a half. Benefits include (but not limited to) Bonus scheme, pension, additional holiday for birthdays, Healthshield cash plan, free breakfast and much more!
Dec 11, 2019
Full time
Customer Advisor - Chesterfield - £16,500 - £17,000 + Overtime + Bonus We have a new opportunity for an individual with excellent customer service and communication skills to join our client based in Chesterfield. You will be working for an independent and locally built business in the banking/finance sector. Key Responsibilities include: Providing exceptional face to face customer service Actively upselling and promoting of products and services Carrying out administrative tasks such as processing customer accounts Providing reception/switchboard cover when required Person specification: Experience in a face to face/telephone customer service role Strong communication skills IT literate with admin skills Driving licence and access to own transport for occasional cover at other branches (Desirable) Salary, working hours and benefits The salary on offer is £16,500 - £17,000pa + overtime + bonus Working hours are Monday - Friday, 9:00am - 5:00pm with the occasional Saturday morning paid at time and a half. Benefits include (but not limited to) Bonus scheme, pension, additional holiday for birthdays, Healthshield cash plan, free breakfast and much more!
Renewals Administrator A large UK based price comparison website are looking for an enthusiastic and driven Renewals Administrator. Can you deliver fantastic customer service and have experience as a Renewals Administrator, Retentions Administrator or in a similar role? Do you want to be part of a dynamic team with an opportunity to grow with the company? If so then apply today. This is what you'll be doing Main Duties: Provide first class customer service to customers who are renew or cancel policies. Handling customer complaints and cancellations Liaising with insurer partners to determine best industry policies and practices Keep updated on changes to underwriting criteria of our insurance partners and industry regulations. The experience you'll bring to the team: Previous experience of working within renewals, retentions or a financial services position. A proven track record in achieving targets and goals. Excellent customer service experience. This is what you'll get in return Ongoing training Company Benefits include: Income Protection, Private Medical Insurance, Pension Plan, Enhanced Maternity and Paternity Package and Buy Additional Leave. Are you up for the challenge? If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Grace Mathias at Yolk Recruitment.
Dec 11, 2019
Full time
Renewals Administrator A large UK based price comparison website are looking for an enthusiastic and driven Renewals Administrator. Can you deliver fantastic customer service and have experience as a Renewals Administrator, Retentions Administrator or in a similar role? Do you want to be part of a dynamic team with an opportunity to grow with the company? If so then apply today. This is what you'll be doing Main Duties: Provide first class customer service to customers who are renew or cancel policies. Handling customer complaints and cancellations Liaising with insurer partners to determine best industry policies and practices Keep updated on changes to underwriting criteria of our insurance partners and industry regulations. The experience you'll bring to the team: Previous experience of working within renewals, retentions or a financial services position. A proven track record in achieving targets and goals. Excellent customer service experience. This is what you'll get in return Ongoing training Company Benefits include: Income Protection, Private Medical Insurance, Pension Plan, Enhanced Maternity and Paternity Package and Buy Additional Leave. Are you up for the challenge? If you believe that you have the skills and experience for the role - then please get in touch. We also offer a referral scheme for any candidates whose details are passed to us that we successfully place. If you have any further questions then please contact Grace Mathias at Yolk Recruitment.
We are working with a global financial services organisation who are currently looking to recruit a Business Manager on a permanent basis. Working closely with the CEO, Senior Leadership Team and the respective channel business managers, you will join a team whose responsibilities within the team cover data analysis, production of Quarterly Business Reviews, facilitating business governance meetings, preparation of board reports and senior leadership team support. As the Business Manager, your responsibilities will include supporting both the initiatives and the business on cost & headcount management, communications, meeting organisation, data analysis and general administration activities. Additionally, you will have further responsibility for: The production of inputs and coordination of key governance meetings including Executive Committee and Board reports with a core focus for change MI Coordinating the execution of day to day business management responsibilities with a focus on change management support Organising, facilitating and documenting key business meetings Producing and coordinating data and MI to inform key business decisions as well as leading change MI and reporting Communicating across the UK Business including Webchats, Town Halls, informal updates etc. agreeing approach, content and delivery methods In order to be considered,you will ideally possess an understanding of business processes and controls, coupled with proven experience gained within a business operations specifically within the financial Services industry Additionally, this client is seeking someone with a hands-on mentality, the ability to work under pressure, strong analytical and problem solving skills and who is self-driven, outcome orientated and keen to learn Further details including an excellent remuneration and benefits package that includes a non-contributory pension are available on application.
Dec 11, 2019
Full time
We are working with a global financial services organisation who are currently looking to recruit a Business Manager on a permanent basis. Working closely with the CEO, Senior Leadership Team and the respective channel business managers, you will join a team whose responsibilities within the team cover data analysis, production of Quarterly Business Reviews, facilitating business governance meetings, preparation of board reports and senior leadership team support. As the Business Manager, your responsibilities will include supporting both the initiatives and the business on cost & headcount management, communications, meeting organisation, data analysis and general administration activities. Additionally, you will have further responsibility for: The production of inputs and coordination of key governance meetings including Executive Committee and Board reports with a core focus for change MI Coordinating the execution of day to day business management responsibilities with a focus on change management support Organising, facilitating and documenting key business meetings Producing and coordinating data and MI to inform key business decisions as well as leading change MI and reporting Communicating across the UK Business including Webchats, Town Halls, informal updates etc. agreeing approach, content and delivery methods In order to be considered,you will ideally possess an understanding of business processes and controls, coupled with proven experience gained within a business operations specifically within the financial Services industry Additionally, this client is seeking someone with a hands-on mentality, the ability to work under pressure, strong analytical and problem solving skills and who is self-driven, outcome orientated and keen to learn Further details including an excellent remuneration and benefits package that includes a non-contributory pension are available on application.
Trainee Sales Support - Financial Services Ringwood £18,000 to £20,000 plus bonus and benefits Our client, a leading UK asset finance company, is looking for a trainee Sales Support person for their Ringwood office to support their sales team. You will learn about the Asset Finance business based in an administrative role and then join the Sales Support team. This role would suit a graduate or a candidate with some work experience who is keen to develop a career in Financial Services. You will be responsible for telephone answering, mail shots, responding to emails and supporting internal and external sales staff. Ideally you will have some experience of working in an office but this is not essential as full training in a sales support environment will be given. In the first instance please send your CV to Lucy Davies at
Dec 11, 2019
Full time
Trainee Sales Support - Financial Services Ringwood £18,000 to £20,000 plus bonus and benefits Our client, a leading UK asset finance company, is looking for a trainee Sales Support person for their Ringwood office to support their sales team. You will learn about the Asset Finance business based in an administrative role and then join the Sales Support team. This role would suit a graduate or a candidate with some work experience who is keen to develop a career in Financial Services. You will be responsible for telephone answering, mail shots, responding to emails and supporting internal and external sales staff. Ideally you will have some experience of working in an office but this is not essential as full training in a sales support environment will be given. In the first instance please send your CV to Lucy Davies at
Car Finance Collection Agent Salary £20,500 to £23,000 + Monthly performance/quality related bonus - OTE £3,500 - £5,000 pa + Pension Contribution + Life + Income protection + 26 days holiday and 8 bank holidays + more! Job Description We're a growing employer in Chester specialising in the Hire Purchase market place for second-hand motor car finance, this is all we do, thus we're looking for people with specialist skills in motor car finance in the FCA regulated environment, if you don't have this please don't apply for this role. Unfortunately some of our customers get into temporary difficulties and thus we have to engage with them to resolve the payment issues they may suffer in a positive and constructive way, so as the customer and the business has a positive way forward. You must work in a FCA regulated environment to be considered for this role as the role requires you to: Collect on all overdue active agreement Provide excellent service to all customers both internal and external and embrace the principles of Treating Customers Fairly Negotiate recovery of outstanding payments with customers by identifying the reason for the overdue payment(s), to prevent contractual loss. Identify and deal with where appropriate, Vulnerable Customers and ensure we treat customers fairly Influence and negotiate with customers to ensure a satisfactory outcome for both the company and the customer Ensure call handling and service quality is maintained Act as Role Model to ensure Company vision and values are embedded within the customer engagement. Performance measures are around: Monthly targets based on departmental and business Bad Debt provision plans. Monthly targets based on departmental and business plans Individual targets set to ensure the department exceeds business expectations Call quality measures Calls per hour RPC's per hour Promises per hour Competencies required are: Good understanding of motor finance business, particularly Hire Purchase Working knowledge of all regulations related to collections activity Working knowledge of Microsoft Office applications Basic understanding of technologies and MI Working knowledge of departmental and business policies and procedures that will support the call centre environment Team player with excellent interpersonal skills. Good verbal and written communication skills Ability to communicate at all levels and enjoys customer engagement We're based on the business park which is easy to get to by public transport or has local parking at the park-and-ride location by the A483 roundabout. On-site parking would require a 'car-share'. The role is shift based around hours from 08:00 - 19:00 with Saturday mornings 08:00 - 12:00 on a rota basis for 37.5 hours per week, by agreement in advance. We're a 'Best Companies' - 'One Star Company' which is something we're justly proud of! Job Type: Full-time
Dec 11, 2019
Full time
Car Finance Collection Agent Salary £20,500 to £23,000 + Monthly performance/quality related bonus - OTE £3,500 - £5,000 pa + Pension Contribution + Life + Income protection + 26 days holiday and 8 bank holidays + more! Job Description We're a growing employer in Chester specialising in the Hire Purchase market place for second-hand motor car finance, this is all we do, thus we're looking for people with specialist skills in motor car finance in the FCA regulated environment, if you don't have this please don't apply for this role. Unfortunately some of our customers get into temporary difficulties and thus we have to engage with them to resolve the payment issues they may suffer in a positive and constructive way, so as the customer and the business has a positive way forward. You must work in a FCA regulated environment to be considered for this role as the role requires you to: Collect on all overdue active agreement Provide excellent service to all customers both internal and external and embrace the principles of Treating Customers Fairly Negotiate recovery of outstanding payments with customers by identifying the reason for the overdue payment(s), to prevent contractual loss. Identify and deal with where appropriate, Vulnerable Customers and ensure we treat customers fairly Influence and negotiate with customers to ensure a satisfactory outcome for both the company and the customer Ensure call handling and service quality is maintained Act as Role Model to ensure Company vision and values are embedded within the customer engagement. Performance measures are around: Monthly targets based on departmental and business Bad Debt provision plans. Monthly targets based on departmental and business plans Individual targets set to ensure the department exceeds business expectations Call quality measures Calls per hour RPC's per hour Promises per hour Competencies required are: Good understanding of motor finance business, particularly Hire Purchase Working knowledge of all regulations related to collections activity Working knowledge of Microsoft Office applications Basic understanding of technologies and MI Working knowledge of departmental and business policies and procedures that will support the call centre environment Team player with excellent interpersonal skills. Good verbal and written communication skills Ability to communicate at all levels and enjoys customer engagement We're based on the business park which is easy to get to by public transport or has local parking at the park-and-ride location by the A483 roundabout. On-site parking would require a 'car-share'. The role is shift based around hours from 08:00 - 19:00 with Saturday mornings 08:00 - 12:00 on a rota basis for 37.5 hours per week, by agreement in advance. We're a 'Best Companies' - 'One Star Company' which is something we're justly proud of! Job Type: Full-time
An exciting opportunity has arisen for an experienced Life Insurance/ Protection Consultant to join our client based in Southampton. You will be responsible for selling tailored life insurance policies over the telephone and assisting customers with any questions and enquiries. This is a fast paced, competitive market so it is essential that you have experience in selling life insurance. Key Responsibilities Dealing with queries and complaints Respond to requests Inbound and outbound calls Sell life insurance policies Manage information on the database Learn and retain product knowledge Administration Key Skills Excellent communication - verbal and written A drive to exceed targets Proactive and professional attitude Reliable with good time management skills Confident and professional telephone manner Computer literate Attention to detail Empathetic
Dec 11, 2019
Full time
An exciting opportunity has arisen for an experienced Life Insurance/ Protection Consultant to join our client based in Southampton. You will be responsible for selling tailored life insurance policies over the telephone and assisting customers with any questions and enquiries. This is a fast paced, competitive market so it is essential that you have experience in selling life insurance. Key Responsibilities Dealing with queries and complaints Respond to requests Inbound and outbound calls Sell life insurance policies Manage information on the database Learn and retain product knowledge Administration Key Skills Excellent communication - verbal and written A drive to exceed targets Proactive and professional attitude Reliable with good time management skills Confident and professional telephone manner Computer literate Attention to detail Empathetic
DS487 - Bid Administrator Location: Swindon Salary: £25,000 - £30,000 Overview: First Military Recruitment are currently seeking a Bid Administrator on behalf of one of our clients. The purpose of this role is to assist the Head of Submissions and Bid Managers with the preparation and production of tender submissions in line with agreed deadlines. Duties and Responsibilities: Manage PQQs in-line with the level of experience and complexity of the bid, with support where required from team members. Ensure compliance with the work winning processes and procedures to manage submissions and bid-related information. Support briefings and progress meetings keeping auditable records of actions agreed for each bid. Manage inputs from contributors ensuring that they are aware of deadlines and chase where necessary. Maintain, organise and collate documents and supporting information for each proposal ensuring the information is of high quality. Provide feedback to the Head of Submissions and Bid Managers of progress with the coordination and collation of information. Create the final publication and with the team, ensure the bid is delivered to the Client on time. Production of the final submission in liaison with submission team members, ensuring the bid is delivered to the client on time via hard copy or electronic portal. Maintain Themis (Document Management System) ensuring a complete record of the submission is maintained for future review or scrutiny. Support administration with document controlling duties. Assist with Knowledge Management within the company using Themis. Other reasonable and normal duties associated with the Bid Coordinator position and as necessary to meet the needs of the business, as directed by the Head of Submissions. Skills and Qualifications: Essential: Over two years' experience in working in a bidding or similar environment. Strong administration skills, naturally organised with good attention to detail and the ability to multi-task. Creating and handling graphic images for inclusion in submission documents which will require experience in working with appropriate software packages e.g., Microsoft packages, Adobe. Excellent communication skills and the ability to build strong relationships internally and externally. The ability to work within Multi-disciplined teams. Must be able to demonstrate how they develop relationships at a number of levels in order to work together to achieve both the project and Company's goals. Able to demonstrate good attention to detail. Desirable: Working with teams and individuals to mutually complete tasks. Proof Reading, technical Writing or a background or previous experience in journalism, or technical writing. APMP Foundation accreditation. Knowledge of the construction or related industry. Previous knowledge of working with document management systems. Location: Swindon Salary: £25,000 - £30,000
Dec 11, 2019
Full time
DS487 - Bid Administrator Location: Swindon Salary: £25,000 - £30,000 Overview: First Military Recruitment are currently seeking a Bid Administrator on behalf of one of our clients. The purpose of this role is to assist the Head of Submissions and Bid Managers with the preparation and production of tender submissions in line with agreed deadlines. Duties and Responsibilities: Manage PQQs in-line with the level of experience and complexity of the bid, with support where required from team members. Ensure compliance with the work winning processes and procedures to manage submissions and bid-related information. Support briefings and progress meetings keeping auditable records of actions agreed for each bid. Manage inputs from contributors ensuring that they are aware of deadlines and chase where necessary. Maintain, organise and collate documents and supporting information for each proposal ensuring the information is of high quality. Provide feedback to the Head of Submissions and Bid Managers of progress with the coordination and collation of information. Create the final publication and with the team, ensure the bid is delivered to the Client on time. Production of the final submission in liaison with submission team members, ensuring the bid is delivered to the client on time via hard copy or electronic portal. Maintain Themis (Document Management System) ensuring a complete record of the submission is maintained for future review or scrutiny. Support administration with document controlling duties. Assist with Knowledge Management within the company using Themis. Other reasonable and normal duties associated with the Bid Coordinator position and as necessary to meet the needs of the business, as directed by the Head of Submissions. Skills and Qualifications: Essential: Over two years' experience in working in a bidding or similar environment. Strong administration skills, naturally organised with good attention to detail and the ability to multi-task. Creating and handling graphic images for inclusion in submission documents which will require experience in working with appropriate software packages e.g., Microsoft packages, Adobe. Excellent communication skills and the ability to build strong relationships internally and externally. The ability to work within Multi-disciplined teams. Must be able to demonstrate how they develop relationships at a number of levels in order to work together to achieve both the project and Company's goals. Able to demonstrate good attention to detail. Desirable: Working with teams and individuals to mutually complete tasks. Proof Reading, technical Writing or a background or previous experience in journalism, or technical writing. APMP Foundation accreditation. Knowledge of the construction or related industry. Previous knowledge of working with document management systems. Location: Swindon Salary: £25,000 - £30,000
MB Fitzgerald is currently working with a highly regarded Investment Management organisation to recruit for a Platform Customer Services Associate. This role will be to work within the investment platform team. Purpose of the role To provide office based front line telephone servicing and support to the platform clients. The role involves extensive direct telephone and email contact with Financial Planners, Paraplanners and Wealth Managers (Intermediaries). The role is about developing strong relationships built on outstanding service for all and any queries that our clients and their client dealings with the platform. Responsibilities Efficiently and effectively answering telephone and email queries from Intermediaries, escalating in a minority of cases as appropriate Ensuring all calls are answered in a timely manner and dealt with appropriately managing the caller's expectations where necessary Analysing queries, researching and providing solutions using knowledge of the systems and processes Servicing assigned intermediary firms in a pooled account service model taking responsibility for specific tasks which are scheduled on a rota basis Taking responsibility to ensure all client and intermediary communication is accurate, appropriate and delivered at the right time, including emails, letters and platform updates Liaising closely with relevant members of the Operations team to ensure full communication and understanding, minimising errors and maximising service levels Skills Required Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries Ability to build relationship and rapport building skills in order to rapidly establish a high level of trust with wealth managers Managing client expectations of the outcome of the telephone requests Demonstrate a high level of ownership, competence, reliability and responsiveness Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately Knowledge Required Knowledge of the UK platform market, including the regulatory environment Knowledge of platform administration, including tax wrappers Experience of retail investments and investment management (including operational knowledge) would be advantageous Understanding of the advice process and advisory market in the UK Relevant regulation and policy knowledge Excellent working knowledge of e-business, especially in applications to Financial Advisers On offer is a package of - Basic salary £30,000 - £38,000 dependant on experience plus bonus & benefits
Dec 11, 2019
Full time
MB Fitzgerald is currently working with a highly regarded Investment Management organisation to recruit for a Platform Customer Services Associate. This role will be to work within the investment platform team. Purpose of the role To provide office based front line telephone servicing and support to the platform clients. The role involves extensive direct telephone and email contact with Financial Planners, Paraplanners and Wealth Managers (Intermediaries). The role is about developing strong relationships built on outstanding service for all and any queries that our clients and their client dealings with the platform. Responsibilities Efficiently and effectively answering telephone and email queries from Intermediaries, escalating in a minority of cases as appropriate Ensuring all calls are answered in a timely manner and dealt with appropriately managing the caller's expectations where necessary Analysing queries, researching and providing solutions using knowledge of the systems and processes Servicing assigned intermediary firms in a pooled account service model taking responsibility for specific tasks which are scheduled on a rota basis Taking responsibility to ensure all client and intermediary communication is accurate, appropriate and delivered at the right time, including emails, letters and platform updates Liaising closely with relevant members of the Operations team to ensure full communication and understanding, minimising errors and maximising service levels Skills Required Excellent telephone manner including the ability to actively listen to, troubleshoot and resolve customer queries Ability to build relationship and rapport building skills in order to rapidly establish a high level of trust with wealth managers Managing client expectations of the outcome of the telephone requests Demonstrate a high level of ownership, competence, reliability and responsiveness Planning and organising skills to maximise the efficiency of operation and service, including prioritising appropriately Knowledge Required Knowledge of the UK platform market, including the regulatory environment Knowledge of platform administration, including tax wrappers Experience of retail investments and investment management (including operational knowledge) would be advantageous Understanding of the advice process and advisory market in the UK Relevant regulation and policy knowledge Excellent working knowledge of e-business, especially in applications to Financial Advisers On offer is a package of - Basic salary £30,000 - £38,000 dependant on experience plus bonus & benefits
**** OFFICE MANAGER ***** LEICESTER, SALARY UP TO £30,000 ***** FREE PARKING AVAILABLE ON SITE ***** EXCELLENT COMPANY BENERFITS We are proud to be representing a very well established firm of independent Financial Planners who hold an excellent reputation within the industry. An opportunity has become available for a Office Manger to join their growing organisation. This role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments, and Mortgages. The successful candidate will be responsible for reporting to the companies Managing Director and playing a hands on position in Managing the office and overseeing the operation as a whole. This is an excellent opportunity for someone who is wanting to take a hands on approach and be a key decision maker in the organisation. Daily you will be responsible for You will responsible for Managing a team of Administrators, which will involve conducting 121's and implementing new processes to ensure the process is seamless. To ensure that practical and operation aspects of the business are properly attended to in a timely and pragmatic manner. To provide an efficient and timely HR service to the management in order to ensure staffing is aligned with the key aims of the organisation. Maintain office services by organising office operations and procedures, to include the Mortgage Administration, IT, Health and Safety and Telephones. Handle general day to day queries to ensure they are dealt with efficiently and in a timely manner. To manage and develop the website, social media, marketing and branding in line with the company's objectives. To establish and maintain robust procedures for the retention, protection, retrieval, transfer and disposal of in line with legislative requirements. The successful candidate must have previous experience as an Office Manager working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting REF:NJR9559
Dec 11, 2019
Full time
**** OFFICE MANAGER ***** LEICESTER, SALARY UP TO £30,000 ***** FREE PARKING AVAILABLE ON SITE ***** EXCELLENT COMPANY BENERFITS We are proud to be representing a very well established firm of independent Financial Planners who hold an excellent reputation within the industry. An opportunity has become available for a Office Manger to join their growing organisation. This role will suit someone who has been working within financial services industry, and has experience of administering Pensions & Investments, and Mortgages. The successful candidate will be responsible for reporting to the companies Managing Director and playing a hands on position in Managing the office and overseeing the operation as a whole. This is an excellent opportunity for someone who is wanting to take a hands on approach and be a key decision maker in the organisation. Daily you will be responsible for You will responsible for Managing a team of Administrators, which will involve conducting 121's and implementing new processes to ensure the process is seamless. To ensure that practical and operation aspects of the business are properly attended to in a timely and pragmatic manner. To provide an efficient and timely HR service to the management in order to ensure staffing is aligned with the key aims of the organisation. Maintain office services by organising office operations and procedures, to include the Mortgage Administration, IT, Health and Safety and Telephones. Handle general day to day queries to ensure they are dealt with efficiently and in a timely manner. To manage and develop the website, social media, marketing and branding in line with the company's objectives. To establish and maintain robust procedures for the retention, protection, retrieval, transfer and disposal of in line with legislative requirements. The successful candidate must have previous experience as an Office Manager working within an IFA practice. You will have an eye for detail and take extra lengths to satisfy the needs of clients. You must be confident, passionate and thrives off working in a fast paced and busy team environment. For further information please contact one of our specialist consultants quoting REF:NJR9559
An immediate opportunity has arisen for an FI Client Service Supervisor to join our client, a leading investment bank based in City of London Key responsibilities of the FI Client Service Supervisor will include: Client service representative, providing a single point of contact service to focus clients for clearing and settlement related issues, monitoring cross market settlement activity performed in the offshore teams and pro-actively intervening to avoid settlement delays or failure ie securing repo coverage, escalation to the Sales teams, escalation to the client or OCRM. Responsible for ensuring that the clients are aware of settlement related industry & regulatory change and are pro-actively adapting to that change and also providing educational updates to our key clients. Responsible for obtaining, developing and analysing settlement MI across all markets, and for driving change to ensure optimal settlement efficiency for the focus client population and the firm. Develop and maintain strong relationships with focus clients as single point of contact for settlement related issues, including attending client broker meetings where appropriate. Responsible for ensuring clients preparedness for market surveys, deliver change based upon survey results in order to maintain a top 3 position for Clearing & Settlement. Responsible for the further shaping and development of the Differentiated Client Service model, ensuring scalability and standardisation across global sites. Partner with TDP client service peers, OCRM and the business to devise a coordinated approach to servicing each focus client, including response to call reports / client feedback and optimising booking models. Promote differentiated client service across the wider team and conduct regular tests on service levels The ideal FI Client Service Supervisor will possess the following attributes/skills: Excellent understanding of the Fixed Income Pre/Post Business and trade lifecycle Market expert for both domestic markets and Euroclear, thorough knowledge of settlement deadlines and market specific rules, Euroclear borrow / lend program and the Euroclear Buy-In Procedure. Building strong relationship with the repo desk for resolving daily repo challenges. Building and maintaining strong relationships with the fixed income settlement teams. Encouraging tight communication, effectively leading to fails reduction. Managing and meeting client expectations, with specific focus on the OCRM clients Building a positive working relationship with Global Service Centre partners, sharing best practice and maintaining highest levels of service and communication. To ensure all key risk items are under investigation, cleared, narrated, and escalated as appropriately, strict observance of the escalation matrix To understand all Fixed Income trade flows, the impact of failure on these products, understand the client implications and how this is best managed. If you have similar FI Client Service Supervisor experience to that outlined above and are looking for a Permanent opportunity within a progressive and dynamic environment, please forward your CV today. Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
Dec 11, 2019
Full time
An immediate opportunity has arisen for an FI Client Service Supervisor to join our client, a leading investment bank based in City of London Key responsibilities of the FI Client Service Supervisor will include: Client service representative, providing a single point of contact service to focus clients for clearing and settlement related issues, monitoring cross market settlement activity performed in the offshore teams and pro-actively intervening to avoid settlement delays or failure ie securing repo coverage, escalation to the Sales teams, escalation to the client or OCRM. Responsible for ensuring that the clients are aware of settlement related industry & regulatory change and are pro-actively adapting to that change and also providing educational updates to our key clients. Responsible for obtaining, developing and analysing settlement MI across all markets, and for driving change to ensure optimal settlement efficiency for the focus client population and the firm. Develop and maintain strong relationships with focus clients as single point of contact for settlement related issues, including attending client broker meetings where appropriate. Responsible for ensuring clients preparedness for market surveys, deliver change based upon survey results in order to maintain a top 3 position for Clearing & Settlement. Responsible for the further shaping and development of the Differentiated Client Service model, ensuring scalability and standardisation across global sites. Partner with TDP client service peers, OCRM and the business to devise a coordinated approach to servicing each focus client, including response to call reports / client feedback and optimising booking models. Promote differentiated client service across the wider team and conduct regular tests on service levels The ideal FI Client Service Supervisor will possess the following attributes/skills: Excellent understanding of the Fixed Income Pre/Post Business and trade lifecycle Market expert for both domestic markets and Euroclear, thorough knowledge of settlement deadlines and market specific rules, Euroclear borrow / lend program and the Euroclear Buy-In Procedure. Building strong relationship with the repo desk for resolving daily repo challenges. Building and maintaining strong relationships with the fixed income settlement teams. Encouraging tight communication, effectively leading to fails reduction. Managing and meeting client expectations, with specific focus on the OCRM clients Building a positive working relationship with Global Service Centre partners, sharing best practice and maintaining highest levels of service and communication. To ensure all key risk items are under investigation, cleared, narrated, and escalated as appropriately, strict observance of the escalation matrix To understand all Fixed Income trade flows, the impact of failure on these products, understand the client implications and how this is best managed. If you have similar FI Client Service Supervisor experience to that outlined above and are looking for a Permanent opportunity within a progressive and dynamic environment, please forward your CV today. Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
We are looking for a self-motivated and detail -orientated individual that can make logical, well balanced decisions whilst working under pressure. Must be able to input accurate information into the Banks computer systems and have excellent communication skills both verbally and in writing. You should be able to demonstrate your ability to analyse data and have excellent organisational skills. Duties: Working as part of an underwriting team looking specifically at application fraud across a range of Bank Products Investigating Potential Fraud Taking calls from other Banks Inputting known fraud cases into databases Skills: Being able to identifying fraud Having a tenacity to look beyond superficial information to identify inconsistencies Making logical, well balanced decisions whilst working under pressure Accurate input of information into the Banks computer systems Good at communicating verbally and in writing. Good at analysing data Have excellent organisational skills & be self motivated Have a good eye for detail Education: Expectation to be to A Level standard Experience in using MS Word & Excel
Dec 11, 2019
Full time
We are looking for a self-motivated and detail -orientated individual that can make logical, well balanced decisions whilst working under pressure. Must be able to input accurate information into the Banks computer systems and have excellent communication skills both verbally and in writing. You should be able to demonstrate your ability to analyse data and have excellent organisational skills. Duties: Working as part of an underwriting team looking specifically at application fraud across a range of Bank Products Investigating Potential Fraud Taking calls from other Banks Inputting known fraud cases into databases Skills: Being able to identifying fraud Having a tenacity to look beyond superficial information to identify inconsistencies Making logical, well balanced decisions whilst working under pressure Accurate input of information into the Banks computer systems Good at communicating verbally and in writing. Good at analysing data Have excellent organisational skills & be self motivated Have a good eye for detail Education: Expectation to be to A Level standard Experience in using MS Word & Excel
If you have PPI Case Handling Experience OR a 2:1 degree /above and want to utilise your expertise in a productivity based pay environment then this role could be for you. Established in the UK in 2007, Santander Operations (formerly Geoban) provides Operational Services to more than 14 million Santander UK customers (4.6 million 1 | 2 | 3 World customers), and 600,000 business and corporate customers. With over 3,000 employees, Santander Operations is based at over 10 UK sites supporting over 800 Santander UK branches. As a Case Handler you will play a pivotal role in demonstrating this culture to customers, both past and present that feel they have been incorrectly charged payment protection insurance. Our Case Handlers investigate PPI complaints received from our customers building a full and accurate customer profile. With strong IT skills and having completed our world class training they have confidence navigating through both current and legacy systems to help them formulate a decision that is both simple and fair, communicating these outcomes in writing. If you have PPI Case Handling Experience OR a 2:1 degree /above and want to utilise your expertise in a productivity based pay environment then this role could be for you. Pay & Benefits: £130 per day + productivity incentives. Other benefits include; Full paid training & PPI accreditation Hours of work: Full time flexible (9-5 Monday - Friday during training) Start date: January 2020 As a Case Handler you will ideally be: • Able to follow a common sense approach when resolving complaints and share best practice with our people. • Capable of adhering to regulatory and legislative guidelines whilst embracing our complaint handling principles. • Communicating the outcome of a complaint via a letter, ensuring that all of the detail is simple, personal and fair. • Able to maintain a high level of productivity. As a Case Handler your minimum skills and experience will be: • Excellent communication skills in a written and spoken capacity. • Competent in the use of Microsoft Office. If you share our passion for service and quality and want to play a role in shaping one of the world's largest banks, apply today and work for the bank that is here to help you prosper.
Dec 11, 2019
Contractor
If you have PPI Case Handling Experience OR a 2:1 degree /above and want to utilise your expertise in a productivity based pay environment then this role could be for you. Established in the UK in 2007, Santander Operations (formerly Geoban) provides Operational Services to more than 14 million Santander UK customers (4.6 million 1 | 2 | 3 World customers), and 600,000 business and corporate customers. With over 3,000 employees, Santander Operations is based at over 10 UK sites supporting over 800 Santander UK branches. As a Case Handler you will play a pivotal role in demonstrating this culture to customers, both past and present that feel they have been incorrectly charged payment protection insurance. Our Case Handlers investigate PPI complaints received from our customers building a full and accurate customer profile. With strong IT skills and having completed our world class training they have confidence navigating through both current and legacy systems to help them formulate a decision that is both simple and fair, communicating these outcomes in writing. If you have PPI Case Handling Experience OR a 2:1 degree /above and want to utilise your expertise in a productivity based pay environment then this role could be for you. Pay & Benefits: £130 per day + productivity incentives. Other benefits include; Full paid training & PPI accreditation Hours of work: Full time flexible (9-5 Monday - Friday during training) Start date: January 2020 As a Case Handler you will ideally be: • Able to follow a common sense approach when resolving complaints and share best practice with our people. • Capable of adhering to regulatory and legislative guidelines whilst embracing our complaint handling principles. • Communicating the outcome of a complaint via a letter, ensuring that all of the detail is simple, personal and fair. • Able to maintain a high level of productivity. As a Case Handler your minimum skills and experience will be: • Excellent communication skills in a written and spoken capacity. • Competent in the use of Microsoft Office. If you share our passion for service and quality and want to play a role in shaping one of the world's largest banks, apply today and work for the bank that is here to help you prosper.
JOB TITLE: Loan Account Manager / 2nd Charge Advisor DEPARTMENT: Operations REPORTING TO: Operations Manager Our client is a Finance broker, based in Watford. They pride themselves on our commitment to customers, ability to help clients and our unprecedented level of industry knowledge. Our client is pleased to be able to offer both secured loans, commercial loans and bridging finance for its introducers. We focus on our working relationship with lenders, and as a consequence we have the ability to place deals which sit outside many of their published terms. Main Duties and Responsibilities: Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone. Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements. Maintain accurate and relevant customer records Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided. Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to procedures and the FCA's MCOB regulations and guidance. Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements Proactively pre-empt issues with regards to customers and resolve problems arising Understand what Treating Customers Fairly (TCF) means in regard to the company and embed this fully within your work Actively participate in one-to-one review meetings, coaching and training as required by your line manager. Meet agreed performance goals Achieve such qualifications as are required to undertake the role of a 2nd Mortgage Adviser in line with the timescales Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge Deal with and update brokers on a regular basis Converse with lenders on a regular basis Skills, Knowledge, Qualifications and Experience: Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months) Outstanding customer service and communication skills The ability to explain complex information clearly and simply The ability to respect confidential information A friendly, approachable attitude and an excellent judge of character A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher. High attention to detail Pro-active attitude Previous experience in Financial Services necessary A good level of IT skills
Dec 11, 2019
Full time
JOB TITLE: Loan Account Manager / 2nd Charge Advisor DEPARTMENT: Operations REPORTING TO: Operations Manager Our client is a Finance broker, based in Watford. They pride themselves on our commitment to customers, ability to help clients and our unprecedented level of industry knowledge. Our client is pleased to be able to offer both secured loans, commercial loans and bridging finance for its introducers. We focus on our working relationship with lenders, and as a consequence we have the ability to place deals which sit outside many of their published terms. Main Duties and Responsibilities: Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone. Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements. Maintain accurate and relevant customer records Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided. Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to procedures and the FCA's MCOB regulations and guidance. Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements Proactively pre-empt issues with regards to customers and resolve problems arising Understand what Treating Customers Fairly (TCF) means in regard to the company and embed this fully within your work Actively participate in one-to-one review meetings, coaching and training as required by your line manager. Meet agreed performance goals Achieve such qualifications as are required to undertake the role of a 2nd Mortgage Adviser in line with the timescales Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge Deal with and update brokers on a regular basis Converse with lenders on a regular basis Skills, Knowledge, Qualifications and Experience: Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months) Outstanding customer service and communication skills The ability to explain complex information clearly and simply The ability to respect confidential information A friendly, approachable attitude and an excellent judge of character A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher. High attention to detail Pro-active attitude Previous experience in Financial Services necessary A good level of IT skills
Investment Administrator Up to £22,000 DOE Cheltenham We are currently seeking an Investment Administrator to join a team based in the centre of Cheltenham. This position provides training however someone with an eye for numbers and previous work with Microsoft Excel will be at an advantage. My client operates within the financial services industry and hold a strong reputation within their field. You will be joining a fun, friendly and hard-working team who always strive for excellence. Role Responsibilities: Providing administrative support to fund managers Validating data within systems Reconciling cash/ trades and positions daily Executing funds Liaising with clients Processing and uploading transaction reports Performing end of day controls Person Specification: Excellent attention to detail Experience of working in a dynamic, fast paced environment High level of initiative, dedication and motivation Strong communication skills Experience working with Microsoft Excel Flexible to work shifts if needed Benefits: Full training provided Monday to Friday role Fresh fruit delivered Sociable work culture encouraged Pension/ private healthcare/ cycle to work scheme Work laptop For immediate consideration send your CV to GEORGIE at i2i recruitment today. We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance. i2i Recruitment Ltd is a leading independent employment agency providing staffing solutions across specialist areas. We are a corporate member of the REC and are dedicated to provide a professional quality of service to clients and candidates alike.
Dec 11, 2019
Full time
Investment Administrator Up to £22,000 DOE Cheltenham We are currently seeking an Investment Administrator to join a team based in the centre of Cheltenham. This position provides training however someone with an eye for numbers and previous work with Microsoft Excel will be at an advantage. My client operates within the financial services industry and hold a strong reputation within their field. You will be joining a fun, friendly and hard-working team who always strive for excellence. Role Responsibilities: Providing administrative support to fund managers Validating data within systems Reconciling cash/ trades and positions daily Executing funds Liaising with clients Processing and uploading transaction reports Performing end of day controls Person Specification: Excellent attention to detail Experience of working in a dynamic, fast paced environment High level of initiative, dedication and motivation Strong communication skills Experience working with Microsoft Excel Flexible to work shifts if needed Benefits: Full training provided Monday to Friday role Fresh fruit delivered Sociable work culture encouraged Pension/ private healthcare/ cycle to work scheme Work laptop For immediate consideration send your CV to GEORGIE at i2i recruitment today. We like to speak to every application, but due to the current climate this is not always possible. To ensure your application is not overlooked it is important that you emphasize any skills or work experience relevant to this position. If you have not heard from us within 5 working days please assume that you have been unsuccessful in this instance. i2i Recruitment Ltd is a leading independent employment agency providing staffing solutions across specialist areas. We are a corporate member of the REC and are dedicated to provide a professional quality of service to clients and candidates alike.
BROOKE HARRISON RECRUITMENT LIMITED
City, Manchester
We are pleased to be working with a dynamic and established lender, who are continuing a phenomenal period of growth. They are an award winning employer who has ranked in The Sunday Times Fast Track 100 for the last 2 years. They are looking for experienced, CeMAP qualified, Sales Advisors to join their growing Secured Lending team. You'll need to be target driven and enjoy operating in a fast-paced environment, whilst at the same time making sure the customers best interests are at the heart of what you do. This is a challenging, rewarding role where you'll be supported in developing your skills and performance in a structured way. Responsibilities include: Working with hot leads to build up customer rapport. Carrying out an in-depth exploration of our customer needs Assessing affordability, following detailed income and expenditure criteria Identifying the most appropriate product for customer circumstances This role is for you if you have: Full CeMAP qualification or the dedication to study and gain full qualification through an intensive study programme. A minimum of 18 months sales experience, preferably within financial services Excellent customer service skills Strong communication skills Great decision-making skills An evidenced track record for hitting targets If you're up for the challenge, then here's what you'll get back: Up to 25 days' annual leave + bank holidays Your birthday off, every year! A healthcare cash plan A contributory pensions scheme, matched up to 5% Long Service Awards Cycle to work scheme Life Assurance Full CeMAP qualification is a regulatory requirement for carrying out this role. Any offer of employment is subject to candidates providing evidence of exam passes in all three study modules. Candidates without this qualification will be required to undergo an intensive study programme and pass all exams during the initial 6 week training period. A full study package will be provided. Hours: Monday-Thursday on a 2 week rotating shift pattern 09:00am-6:00pm - 2 days 11:00am-8:00pm - 2 days Friday 9:00am-5:00pm Additional hours, including occasional Saturday working may be required during peak periods. Unfortunately, Brooke Harrison Recruitment can only respond to candidates that meet the minimum criteria for the role. If you have not received a response from Brooke Harrison Recruitment within 5 working days, please assume that in this instance your application has been unsuccessful.
Dec 11, 2019
Full time
We are pleased to be working with a dynamic and established lender, who are continuing a phenomenal period of growth. They are an award winning employer who has ranked in The Sunday Times Fast Track 100 for the last 2 years. They are looking for experienced, CeMAP qualified, Sales Advisors to join their growing Secured Lending team. You'll need to be target driven and enjoy operating in a fast-paced environment, whilst at the same time making sure the customers best interests are at the heart of what you do. This is a challenging, rewarding role where you'll be supported in developing your skills and performance in a structured way. Responsibilities include: Working with hot leads to build up customer rapport. Carrying out an in-depth exploration of our customer needs Assessing affordability, following detailed income and expenditure criteria Identifying the most appropriate product for customer circumstances This role is for you if you have: Full CeMAP qualification or the dedication to study and gain full qualification through an intensive study programme. A minimum of 18 months sales experience, preferably within financial services Excellent customer service skills Strong communication skills Great decision-making skills An evidenced track record for hitting targets If you're up for the challenge, then here's what you'll get back: Up to 25 days' annual leave + bank holidays Your birthday off, every year! A healthcare cash plan A contributory pensions scheme, matched up to 5% Long Service Awards Cycle to work scheme Life Assurance Full CeMAP qualification is a regulatory requirement for carrying out this role. Any offer of employment is subject to candidates providing evidence of exam passes in all three study modules. Candidates without this qualification will be required to undergo an intensive study programme and pass all exams during the initial 6 week training period. A full study package will be provided. Hours: Monday-Thursday on a 2 week rotating shift pattern 09:00am-6:00pm - 2 days 11:00am-8:00pm - 2 days Friday 9:00am-5:00pm Additional hours, including occasional Saturday working may be required during peak periods. Unfortunately, Brooke Harrison Recruitment can only respond to candidates that meet the minimum criteria for the role. If you have not received a response from Brooke Harrison Recruitment within 5 working days, please assume that in this instance your application has been unsuccessful.
Triodos Bank is one of Europe's leading sustainable banks, whose mission is to make money work for positive social, environmental and cultural change. We are pleased to be recruiting for Customer Operations Team Leader to join us. Reporting to the Customer Operations Manager, our Team Leaders lead a team of co-workers by managing workflow, performance, processes and culture. The team are responsible for a wide range of critical processes and functions that touch almost all parts of the UK branch, such as payments processing, account administration, opening and closing of accounts, transaction monitoring to name a few. Main accountabilities for this role include to: Oversee day to day service management, including management of workflows within our 5-day SLA and redeployment of resources within functional team and the wider CS team as required Monitor the quality of work produced against the Right First Time minimum standard per team Identify training needs and ensure appropriate training is delivered and co-workers can deliver excellent customer service Work effectively with other team leaders/Senior co-workers to assist with the overall service delivery of the COPS team Lead regular team meetings to help drive improvements Be the main contact for complaints within your team, ensuring all complaints are dealt with as per the Triodos and FSA complaints process Ensure team processes are monitored, always correct and up to date Challenge current processes and gain improvements within the team to facilitate improvement in working practices, creating capacity and mistake proofing processes Ensure customer correspondence and letters are fit for purpose, updated and maintained within Triodos for team use Manage individual and designated team performance including delivering effective 121s, appraisals and managing absence within your team Participate in projects as delegated by the COM and to assist the COM with resource issues where necessary Work effectively with other team leaders to assist with the overall service delivery of the Customer Operations team Be the first line of referral in the Customer Operations team you are leading for customer requests Customer Operations pioneer positive change with a strong focus on operational efficiency and customer experience. The team ensure that requests from customers and the wider bank are delivered with speed and accuracy. A champion personal growth and career development, Customer Operations has been a starting point for many successful careers at Triodos Bank and beyond. To be successful in this role, you will possess experience within a customer services function in the Financial Services sector. You will have the ability to lead and motivate a team to deliver high quality work against deadlines A proven record of effective management of people and processes. A proven focus on continuous improvement and change to facilitate growth and create capacity. Experience in Lean ways of working, creating process, being pro-active and workflow efficiencies for Triodos customers. In return for your commitment and hard work, you will be rewarded with a competitive salary of between £25,000 to £30,000, depending on experience, plus a benefits package including: Non-contributory pension scheme from your first day of 8% in year 1 and 10% from year 2 onwards Life Assurance (worth 4 times basic pay) Income Protection - 75% of basic pay after 13 weeks sick and following six months service A wellbeing allowance of £100 a year Private Medical Insurance A Health Cash Plan Vitality Leave - After each 7 years of service, you will be able to take a sabbatical of up 2 months paid leave 25 days (FTE) plus bank holidays per annum A buy and sell holiday scheme of up to 5 days (FTE) Additional increase in holiday though length of service (up to 5 days FTE) Season Ticket Loan available for commuting into the office Voluntary benefits, including discounts and childcare vouchers If you are interested in working for Triodos and believe you are suitable for the role please apply below. Triodos is a Living Wage employer and embraces flexibility and diversity in the workplace. Should you wish to discuss flexibility with us, please do inform us in your application. Please note, Triodos Bank reserves the right to bring forward the closing date of any of its job vacancies if we receive a suitable number of high-quality applications from which to make a shortlist. Therefore, we recommend that you apply for one of our roles as soon as possible rather than wait until the published closing date of 6th January 2020.
Dec 11, 2019
Full time
Triodos Bank is one of Europe's leading sustainable banks, whose mission is to make money work for positive social, environmental and cultural change. We are pleased to be recruiting for Customer Operations Team Leader to join us. Reporting to the Customer Operations Manager, our Team Leaders lead a team of co-workers by managing workflow, performance, processes and culture. The team are responsible for a wide range of critical processes and functions that touch almost all parts of the UK branch, such as payments processing, account administration, opening and closing of accounts, transaction monitoring to name a few. Main accountabilities for this role include to: Oversee day to day service management, including management of workflows within our 5-day SLA and redeployment of resources within functional team and the wider CS team as required Monitor the quality of work produced against the Right First Time minimum standard per team Identify training needs and ensure appropriate training is delivered and co-workers can deliver excellent customer service Work effectively with other team leaders/Senior co-workers to assist with the overall service delivery of the COPS team Lead regular team meetings to help drive improvements Be the main contact for complaints within your team, ensuring all complaints are dealt with as per the Triodos and FSA complaints process Ensure team processes are monitored, always correct and up to date Challenge current processes and gain improvements within the team to facilitate improvement in working practices, creating capacity and mistake proofing processes Ensure customer correspondence and letters are fit for purpose, updated and maintained within Triodos for team use Manage individual and designated team performance including delivering effective 121s, appraisals and managing absence within your team Participate in projects as delegated by the COM and to assist the COM with resource issues where necessary Work effectively with other team leaders to assist with the overall service delivery of the Customer Operations team Be the first line of referral in the Customer Operations team you are leading for customer requests Customer Operations pioneer positive change with a strong focus on operational efficiency and customer experience. The team ensure that requests from customers and the wider bank are delivered with speed and accuracy. A champion personal growth and career development, Customer Operations has been a starting point for many successful careers at Triodos Bank and beyond. To be successful in this role, you will possess experience within a customer services function in the Financial Services sector. You will have the ability to lead and motivate a team to deliver high quality work against deadlines A proven record of effective management of people and processes. A proven focus on continuous improvement and change to facilitate growth and create capacity. Experience in Lean ways of working, creating process, being pro-active and workflow efficiencies for Triodos customers. In return for your commitment and hard work, you will be rewarded with a competitive salary of between £25,000 to £30,000, depending on experience, plus a benefits package including: Non-contributory pension scheme from your first day of 8% in year 1 and 10% from year 2 onwards Life Assurance (worth 4 times basic pay) Income Protection - 75% of basic pay after 13 weeks sick and following six months service A wellbeing allowance of £100 a year Private Medical Insurance A Health Cash Plan Vitality Leave - After each 7 years of service, you will be able to take a sabbatical of up 2 months paid leave 25 days (FTE) plus bank holidays per annum A buy and sell holiday scheme of up to 5 days (FTE) Additional increase in holiday though length of service (up to 5 days FTE) Season Ticket Loan available for commuting into the office Voluntary benefits, including discounts and childcare vouchers If you are interested in working for Triodos and believe you are suitable for the role please apply below. Triodos is a Living Wage employer and embraces flexibility and diversity in the workplace. Should you wish to discuss flexibility with us, please do inform us in your application. Please note, Triodos Bank reserves the right to bring forward the closing date of any of its job vacancies if we receive a suitable number of high-quality applications from which to make a shortlist. Therefore, we recommend that you apply for one of our roles as soon as possible rather than wait until the published closing date of 6th January 2020.
Company description: People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different. Job description: Description of the Business Line or Department Societe Generale Securities Services (SGSS) in the UK is a business line of Societe Generale London Branch. SGSS is a pan European provider which offers a full range of securities services: Custody & Trustee servicesFund Administration & Asset ServicingFund Distribution, liquidity Management, Issuer Services & Clearing services Summary of the key purposes of the role Provide Executive Assistant support to the Head of CMS UK, including: complex diary management, scheduling meetings, dealing with meeting conflicts, booking taxis, travel and organising visas,processing expenses, arranging client lunches both in-house and external. Provide administrative support to the CMS team in London including travel booking, expense processing, office supply management, supporting corporate events, making room bookings.Provide cover for the Executive Assistant to the UK Country Head. Summary of responsibilities Diary management for the Head of CMSMaking travel arrangements for the CMS team. Processing expenses for the CMS team. Providing cover for the Executive Assistant to the UK Country Head. Arranging client meetings.Providing administrative support in relation to corporate hospitality, seminars, conferences and other events both internal and external. Arranging in-house lunches.Coordinating visits to CMS by colleagues from other locations including ensuring all the team is aware of the visit, adding the details to the team diaries, arranging meeting rooms, workstations and other support where appropriate.Ordering stationery * Collecting and distributing post Level of Autonomy and Authority Autonomy to work under own management whilst under the direction of the Executive Assistant to the UK Country Head. Profile description: Competencies Good time management skills with the ability to prioritise tasks. Strong team player with excellent communication skills in particular when communicating with clients. Highly computer literate. Ability to work as part of a team in a collaborative manner.Good inter-personal skills with the ability to forge and develop relationships with internal and external contacts. Whilst not a prerequisite, knowledge of French would be an advantage.A strong attention to detail.Ability to make independent decisions when required. Able to balance different tasks and requirements.Professional manner.
Dec 11, 2019
Seasonal
Company description: People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like "hard work" and "dedication" together with "community" and "respect" has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different. Job description: Description of the Business Line or Department Societe Generale Securities Services (SGSS) in the UK is a business line of Societe Generale London Branch. SGSS is a pan European provider which offers a full range of securities services: Custody & Trustee servicesFund Administration & Asset ServicingFund Distribution, liquidity Management, Issuer Services & Clearing services Summary of the key purposes of the role Provide Executive Assistant support to the Head of CMS UK, including: complex diary management, scheduling meetings, dealing with meeting conflicts, booking taxis, travel and organising visas,processing expenses, arranging client lunches both in-house and external. Provide administrative support to the CMS team in London including travel booking, expense processing, office supply management, supporting corporate events, making room bookings.Provide cover for the Executive Assistant to the UK Country Head. Summary of responsibilities Diary management for the Head of CMSMaking travel arrangements for the CMS team. Processing expenses for the CMS team. Providing cover for the Executive Assistant to the UK Country Head. Arranging client meetings.Providing administrative support in relation to corporate hospitality, seminars, conferences and other events both internal and external. Arranging in-house lunches.Coordinating visits to CMS by colleagues from other locations including ensuring all the team is aware of the visit, adding the details to the team diaries, arranging meeting rooms, workstations and other support where appropriate.Ordering stationery * Collecting and distributing post Level of Autonomy and Authority Autonomy to work under own management whilst under the direction of the Executive Assistant to the UK Country Head. Profile description: Competencies Good time management skills with the ability to prioritise tasks. Strong team player with excellent communication skills in particular when communicating with clients. Highly computer literate. Ability to work as part of a team in a collaborative manner.Good inter-personal skills with the ability to forge and develop relationships with internal and external contacts. Whilst not a prerequisite, knowledge of French would be an advantage.A strong attention to detail.Ability to make independent decisions when required. Able to balance different tasks and requirements.Professional manner.
Mortgage Focus are seeking a Full-Time Mortgage Administrator to join a successful Appointed Representative (AR) firm of the Mortgage Advice Bureau operation based in their growing Mortgage Advisory centre in Inveralmond Business Centre, Perth, PH1 3FX. We are looking for an individual with real energy, great communication skills, who is personable and diligent with the ability to work well within a small and established team of Mortgage Advisers. Competitive base salary of £16,000 to £20,000 per annum dependent upon the candidates experience and is negotiable to reflect experience. Responsibilities : • Regular liaison with lenders and providers to obtain updates on applicant status • Dealing with incoming calls, emails and post and generally keeping clients updated on progress of applications • Processing client documentation to ensure a smooth handover to the mortgage adviser • Updating and maintaining various internal systems • Proactively progress mortgage and protection applications through to completion • Managing adviser diaries - Booking in follow-up appointments and protection reviews • Taking payment of broker fees What are we looking for? • A minimum of 1 year's administration experience ideally within a telephony based Financial Services environment. • Ability to resolve problems quickly & efficiently. • Outstanding communication skills at all levels, both written and oral. • Demonstrate a confident telephone manner & excellent customer service. • A team player with ability to use own initiative. • Excellent communication skills
Dec 11, 2019
Full time
Mortgage Focus are seeking a Full-Time Mortgage Administrator to join a successful Appointed Representative (AR) firm of the Mortgage Advice Bureau operation based in their growing Mortgage Advisory centre in Inveralmond Business Centre, Perth, PH1 3FX. We are looking for an individual with real energy, great communication skills, who is personable and diligent with the ability to work well within a small and established team of Mortgage Advisers. Competitive base salary of £16,000 to £20,000 per annum dependent upon the candidates experience and is negotiable to reflect experience. Responsibilities : • Regular liaison with lenders and providers to obtain updates on applicant status • Dealing with incoming calls, emails and post and generally keeping clients updated on progress of applications • Processing client documentation to ensure a smooth handover to the mortgage adviser • Updating and maintaining various internal systems • Proactively progress mortgage and protection applications through to completion • Managing adviser diaries - Booking in follow-up appointments and protection reviews • Taking payment of broker fees What are we looking for? • A minimum of 1 year's administration experience ideally within a telephony based Financial Services environment. • Ability to resolve problems quickly & efficiently. • Outstanding communication skills at all levels, both written and oral. • Demonstrate a confident telephone manner & excellent customer service. • A team player with ability to use own initiative. • Excellent communication skills
JOB TITLE: Loan Account Manager / Bridging Advisor DEPARTMENT: Operations REPORTING TO: Operations Manager Our client is a Finance broker, based in Hemel Hempstead. They pride themselves on our commitment to customers, ability to help clients and our unprecedented level of industry knowledge. Our client is pleased to be able to offer both secured loans, commercial loans and bridging finance for its introducers. We focus on our working relationship with lenders, and as a consequence we have the ability to place deals which sit outside many of their published terms. Main Duties and Responsibilities: Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone. Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements. Maintain accurate and relevant customer records Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided. Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to procedures and the FCA's MCOB regulations and guidance. Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements Proactively pre-empt issues with regards to customers and resolve problems arising Understand what Treating Customers Fairly (TCF) means in regard to the company and embed this fully within your work Actively participate in one-to-one review meetings, coaching and training as required by your line manager. Meet agreed performance goals Achieve such qualifications as are required to undertake the role of a 2nd Mortgage Adviser in line with the timescales Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge Deal with and update brokers on a regular basis Converse with lenders on a regular basis Skills, Knowledge, Qualifications and Experience: Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months) Outstanding customer service and communication skills The ability to explain complex information clearly and simply The ability to respect confidential information A friendly, approachable attitude and an excellent judge of character A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher. High attention to detail Pro-active attitude Previous experience in Financial Services necessary A good level of IT skills
Dec 11, 2019
Full time
JOB TITLE: Loan Account Manager / Bridging Advisor DEPARTMENT: Operations REPORTING TO: Operations Manager Our client is a Finance broker, based in Hemel Hempstead. They pride themselves on our commitment to customers, ability to help clients and our unprecedented level of industry knowledge. Our client is pleased to be able to offer both secured loans, commercial loans and bridging finance for its introducers. We focus on our working relationship with lenders, and as a consequence we have the ability to place deals which sit outside many of their published terms. Main Duties and Responsibilities: Using effective questioning skills to establish customer needs, recommend lenders mortgage products and service to customers for whom they are suitable as part of a full advice and recommendation service delivered over the telephone. Ensure that all advice is given on the basis of a full and detailed fact find which complies with both the company's and our regulator's requirements. Maintain accurate and relevant customer records Present appropriate recommendations in a clear, concise and accurate manner, both verbally and in writing. Confirm all advice in writing to the customer. Undertake appropriate and timely oral and written disclosure. Comply with the businesses requirements for the content and format of the information provided. Project a professional image to your customers and colleagues. Build strong customer relationships and provide an excellent customer experience, whilst adhering at all times to procedures and the FCA's MCOB regulations and guidance. Maintain an excellent knowledge of the our lenders mortgage products, underwriting and affordability requirements Proactively pre-empt issues with regards to customers and resolve problems arising Understand what Treating Customers Fairly (TCF) means in regard to the company and embed this fully within your work Actively participate in one-to-one review meetings, coaching and training as required by your line manager. Meet agreed performance goals Achieve such qualifications as are required to undertake the role of a 2nd Mortgage Adviser in line with the timescales Ensure that your knowledge and use of Target (CRM Database) provided by the company is accurate and appropriate; maintain and develop this knowledge Deal with and update brokers on a regular basis Converse with lenders on a regular basis Skills, Knowledge, Qualifications and Experience: Educated to degree level or CeMAP level 3 (if not already, must gain within first 3 months) Outstanding customer service and communication skills The ability to explain complex information clearly and simply The ability to respect confidential information A friendly, approachable attitude and an excellent judge of character A natural problem-solver with strong analytical skills, outgoing, good on the phone, proactive, hardworking and not a clock watcher. High attention to detail Pro-active attitude Previous experience in Financial Services necessary A good level of IT skills
Sales Support - Asset Finance North East Manchester £25,000 plus bonus This position is working for an established and forward thinking business that operates within the Leasing/Asset Finance industry. This is an exciting opportunity for a committed and motivated candidate, who wants to take the next step in their career and is looking to join an established business. You will be handling queries from the Company's clients, brokers and suppliers and therefore you should have a confident telephone manner and be able to speak articulately. You will also be quite "hands on" and will undertake a number of administration duties, such as preparation of lease contracts and ensuring that all contracts are raised to a high professional standard. To be considered for this exciting position, applicants must demonstrate experience from within Sales Support or Operations and with Leasing/Asset Finance experience. You will also have excellent written and spoken English and maintain a good eye for detail while working on several tasks simultaneously. In return for your hard work, the company offer excellent working conditions and a genuinely enjoyable working atmosphere where your contribution is recognised and valued. An excellent bonus scheme accompanies the salary quoted.
Dec 11, 2019
Full time
Sales Support - Asset Finance North East Manchester £25,000 plus bonus This position is working for an established and forward thinking business that operates within the Leasing/Asset Finance industry. This is an exciting opportunity for a committed and motivated candidate, who wants to take the next step in their career and is looking to join an established business. You will be handling queries from the Company's clients, brokers and suppliers and therefore you should have a confident telephone manner and be able to speak articulately. You will also be quite "hands on" and will undertake a number of administration duties, such as preparation of lease contracts and ensuring that all contracts are raised to a high professional standard. To be considered for this exciting position, applicants must demonstrate experience from within Sales Support or Operations and with Leasing/Asset Finance experience. You will also have excellent written and spoken English and maintain a good eye for detail while working on several tasks simultaneously. In return for your hard work, the company offer excellent working conditions and a genuinely enjoyable working atmosphere where your contribution is recognised and valued. An excellent bonus scheme accompanies the salary quoted.
Collections Advisor - Mortgages - Full Time Peterborough Who we are An award-winning specialist bank backing people to fulfil life's hopes and dreams. More about us Our Client was established in 2009. The bank listed on the London Stock Exchange in 2015, and became part of the First Rand Group in April 2018. Today, we're an award winning bank that has helped fund the growth of Britain's small businesses through a range of business finance solutions, specialist mortgages and savings accounts that provides our customers with the support they need to make things happen. Join us if you want to find yourself at the heart of a dynamic, growing organisation where our employees are empowered to grow their expertise and build their careers. The Role As a Collections Advisor, you will work within our Peterborough offices and be providing support and guidance in the arrears process for Commercial Mortgage, Buy to let and Owner occupied properties. You will be dealing with Initial arrears through to more serious cases including Litigation and repossession. Responsibilities Direct contact with customers required across all arrears portfolios Commercial, Buy to Let and Owner occupied by phone and email to maintain appropriate contact and records with customers where account payments are in arrears, as per the collections and recoveries policy and procedures. Work with customers to develop required solutions to reduce arrears, and maintain appropriate repayments going forward in line with the bank forbearance policy and financial conduction authority requirements. Keep detailed notes of correspondence and steps taken to support customers. Understanding of the bank and regulators guidelines on vulnerable customers with service knowledge and experience key to identifying customers in difficulty and applying the appropriate strategy to minimise risks. Completing reviews of work to ensure compliance and accuracy. Liaise and manage third party asset managers and conveyancing solicitors in the effective disbursement of property assets through effective sale or auction. Skills To be considered for this role you will need to have: Experience within a collections based role working for a Financial services company Experience complying with the FCA'S Treating Customer Fairly (TCF) Outcomes. Experience working with vulnernable customers in a telephone based environment. The Rewards As you would expect, this opportunity offers a competitive basic salary and reward package, and you'll also benefit from our commitment to investing in your professional development. We do not accept speculative agency CVs. Any CV received by Our Client will be treated as a gift and not eligible for an agency fee. PSL agencies should only send CVs if authorised to do so by HR.
Dec 11, 2019
Full time
Collections Advisor - Mortgages - Full Time Peterborough Who we are An award-winning specialist bank backing people to fulfil life's hopes and dreams. More about us Our Client was established in 2009. The bank listed on the London Stock Exchange in 2015, and became part of the First Rand Group in April 2018. Today, we're an award winning bank that has helped fund the growth of Britain's small businesses through a range of business finance solutions, specialist mortgages and savings accounts that provides our customers with the support they need to make things happen. Join us if you want to find yourself at the heart of a dynamic, growing organisation where our employees are empowered to grow their expertise and build their careers. The Role As a Collections Advisor, you will work within our Peterborough offices and be providing support and guidance in the arrears process for Commercial Mortgage, Buy to let and Owner occupied properties. You will be dealing with Initial arrears through to more serious cases including Litigation and repossession. Responsibilities Direct contact with customers required across all arrears portfolios Commercial, Buy to Let and Owner occupied by phone and email to maintain appropriate contact and records with customers where account payments are in arrears, as per the collections and recoveries policy and procedures. Work with customers to develop required solutions to reduce arrears, and maintain appropriate repayments going forward in line with the bank forbearance policy and financial conduction authority requirements. Keep detailed notes of correspondence and steps taken to support customers. Understanding of the bank and regulators guidelines on vulnerable customers with service knowledge and experience key to identifying customers in difficulty and applying the appropriate strategy to minimise risks. Completing reviews of work to ensure compliance and accuracy. Liaise and manage third party asset managers and conveyancing solicitors in the effective disbursement of property assets through effective sale or auction. Skills To be considered for this role you will need to have: Experience within a collections based role working for a Financial services company Experience complying with the FCA'S Treating Customer Fairly (TCF) Outcomes. Experience working with vulnernable customers in a telephone based environment. The Rewards As you would expect, this opportunity offers a competitive basic salary and reward package, and you'll also benefit from our commitment to investing in your professional development. We do not accept speculative agency CVs. Any CV received by Our Client will be treated as a gift and not eligible for an agency fee. PSL agencies should only send CVs if authorised to do so by HR.
BROOKE HARRISON RECRUITMENT LIMITED
City, Manchester
Brooke Harrison Recruitment are proud to be working in partnership to offer you an exciting opportunity to join one of the fastest growing finance companies in the UK. Offering an excellent location and new prestigious offices based in the heart of Manchester city centre. Authorised and regulated by the Financial Conduct Authority this is a fantastic time to join an multi award winning company! Recent success and development has resulted in being ranked in the Sunday Times Virgin Fast Track 100 list! About the role You will work exclusively with our own customers, so you'll build lasting, in-depth relationships that go beyond a simple income and expenditure and look further ahead than today. You will deliver high standards of customer service, taking ownership of your personal performance, while keeping the best interests of our customers at the heart of what you do. Shift Pattern : Monday to Thursday, 2 days per week 11am-8pm, 2 days per week 8am-5pm Friday -9am-5pm One Saturday per month 9am-1pm This role would be perfect for you if you have the following : A track record in managing customer accounts. Proven ability in identifying the underlying cause of arrears or root cause of arrears. Strong negotiation skills. Experience of dealing with vulnerable customers. Team spirit and a positive attitude. Collections experience is essential. You may have experience as a Collection Advisor, Collections Expert, Collections Agent, Collections Specialist, Debt Recovery Advisor, Debt Management Advisor, Debt recovery expert, Debt Collector, Sales Advisor, Retentions Advisor. If you can answer "yes" to any of the above then we would like to hear from you ! What can we offer you? A healthcare cash plan A contributory pension scheme, matched to 5% Life Assurance Length of service awards Over Time Offered at time and 1/2 Cycle to work scheme Payroll giving Up to 25 days' annual leave, plus bank holidays Long term career with real prospects. Valued as a person rather than just an employee A fantastic, fast dynamic place to work. Best bits about the company? A dynamic organisation and an established lender Continuing a phenomenal period of growth; demonstrated by our rankings in The Sunday Times Fast Track 100 for the last 3 years and multiple awards. FCA Authorised Unfortunately, Brooke Harrison Recruitment can only respond to candidates that meet the minimum criteria for the role. If you have not received a response from Brooke Harrison Recruitment within 3 working days, please assume that in this instance your application has been unsuccessful.
Dec 11, 2019
Full time
Brooke Harrison Recruitment are proud to be working in partnership to offer you an exciting opportunity to join one of the fastest growing finance companies in the UK. Offering an excellent location and new prestigious offices based in the heart of Manchester city centre. Authorised and regulated by the Financial Conduct Authority this is a fantastic time to join an multi award winning company! Recent success and development has resulted in being ranked in the Sunday Times Virgin Fast Track 100 list! About the role You will work exclusively with our own customers, so you'll build lasting, in-depth relationships that go beyond a simple income and expenditure and look further ahead than today. You will deliver high standards of customer service, taking ownership of your personal performance, while keeping the best interests of our customers at the heart of what you do. Shift Pattern : Monday to Thursday, 2 days per week 11am-8pm, 2 days per week 8am-5pm Friday -9am-5pm One Saturday per month 9am-1pm This role would be perfect for you if you have the following : A track record in managing customer accounts. Proven ability in identifying the underlying cause of arrears or root cause of arrears. Strong negotiation skills. Experience of dealing with vulnerable customers. Team spirit and a positive attitude. Collections experience is essential. You may have experience as a Collection Advisor, Collections Expert, Collections Agent, Collections Specialist, Debt Recovery Advisor, Debt Management Advisor, Debt recovery expert, Debt Collector, Sales Advisor, Retentions Advisor. If you can answer "yes" to any of the above then we would like to hear from you ! What can we offer you? A healthcare cash plan A contributory pension scheme, matched to 5% Life Assurance Length of service awards Over Time Offered at time and 1/2 Cycle to work scheme Payroll giving Up to 25 days' annual leave, plus bank holidays Long term career with real prospects. Valued as a person rather than just an employee A fantastic, fast dynamic place to work. Best bits about the company? A dynamic organisation and an established lender Continuing a phenomenal period of growth; demonstrated by our rankings in The Sunday Times Fast Track 100 for the last 3 years and multiple awards. FCA Authorised Unfortunately, Brooke Harrison Recruitment can only respond to candidates that meet the minimum criteria for the role. If you have not received a response from Brooke Harrison Recruitment within 3 working days, please assume that in this instance your application has been unsuccessful.
I am working on behalf of a well established organisation in the heart of Glasgow City Centre to find them an experienced Senior Pensions Administrator This business is based in Glasgow with easy transport links, spacious and modern offices and are in the process of heavily investing in their workforce as they are growing - so a very exciting time to join for anyone looking to progress and advance their career in Pensions Administration! As a Senior Pensions Administrator you'll already know that you'll be working in a team, working to service level agreements to deliver administration client projects within agreed timescales. You will be dealing with complex pensions related queries which span the full pensions life cycle. A seamless and professional customer service approach will be required to meet the needs of the clients. You will be used to understanding client requirements in order to deliver the best service. If you'd like to be considered then you'll have a good eye for detail and a solid, proven experience of DB or DC scheme administration and a strong working understanding of the different kinds of pensions arrangements. You should have up to date knowledge of pensions legislation and regulations on pensions administration as well and be able to apply your knowledge to perform non- standard manual calculations. You should also have strong MS Office skills, especially in Excel. You will have exceptional organisational skills, some project management experience and the ability to deal with a wide range of clients as well as colleagues. You'll really enjoy working as part of a team but also take responsibility for planning and managing your own time in order to meet your project requirements and deadlines. Glasgow is a small place and although everyone knows everyone, particularly in the pensions world - how can you be sure you are with the best firm with your best interests at heart? If you think you could be interested in this role, please apply or contact Lorna Clark directly for a no obligation, confidential chat and I'll happily tell you all the inside info about this exciting opportunity! Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Dec 11, 2019
Full time
I am working on behalf of a well established organisation in the heart of Glasgow City Centre to find them an experienced Senior Pensions Administrator This business is based in Glasgow with easy transport links, spacious and modern offices and are in the process of heavily investing in their workforce as they are growing - so a very exciting time to join for anyone looking to progress and advance their career in Pensions Administration! As a Senior Pensions Administrator you'll already know that you'll be working in a team, working to service level agreements to deliver administration client projects within agreed timescales. You will be dealing with complex pensions related queries which span the full pensions life cycle. A seamless and professional customer service approach will be required to meet the needs of the clients. You will be used to understanding client requirements in order to deliver the best service. If you'd like to be considered then you'll have a good eye for detail and a solid, proven experience of DB or DC scheme administration and a strong working understanding of the different kinds of pensions arrangements. You should have up to date knowledge of pensions legislation and regulations on pensions administration as well and be able to apply your knowledge to perform non- standard manual calculations. You should also have strong MS Office skills, especially in Excel. You will have exceptional organisational skills, some project management experience and the ability to deal with a wide range of clients as well as colleagues. You'll really enjoy working as part of a team but also take responsibility for planning and managing your own time in order to meet your project requirements and deadlines. Glasgow is a small place and although everyone knows everyone, particularly in the pensions world - how can you be sure you are with the best firm with your best interests at heart? If you think you could be interested in this role, please apply or contact Lorna Clark directly for a no obligation, confidential chat and I'll happily tell you all the inside info about this exciting opportunity! Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.
Our client, an International Bank, is looking to hire a Customer Service Officer to join their team at their Manchester Branch: Job Purpose: To manage customer relationships and customer services for existing and prospective Business Banking customers through Branch Banking channel of the Bank. Processing Business Banking customer transactions and handling customer queries in an efficient and timely manner. Prospecting, acquisition and account opening of new customers for Business Banking. Identifying opportunities for cross-selling of other Retail Banking products by referring leads to the appropriate branch personnel. Adherence to compliance policies and organisation's standard operating procedures. Area of Responsibility Ensure desired & uniform (Treating Customers Fairly) level of customer service to the branch customers; whether in front desk or in the teller area. This includes solving the customer queries efficiently, helping them with the alternatives and making sure that bank's processes and guidelines are followed in the same; within the desired timelines as per bank's commitment to customers. Ensure the rejections in transactions and account opening is kept at the minimum to ensure minimum customer inconvenience and the desired service timelines as communicated to the customer. Responsible for following all the health & safety, operational risk and compliance guidelines in their day-to-day work as per the bank's policies. Meet personal business targets as discussed and communicated by the Branch Manager in the beginning of Financial Year. This will require maintaining and growing book of the assigned customers, do the outbound calling and/or, meet clients outside the branch premises to generate further business and referrals. Organise and participate in events and play an active part in the Sales Promotional activities for the branch. To be proactive and vigilant in query handling, monetary transactions and relationship opening which may give rise to money laundering and other financial malpractices; informing the concerned authorities with detailed report well within the time. To undertake projects and assignment from time to time as directed by Supervisor. Be adaptive to the change; keen on learning and complying with the new or changed regulations and communications as given by the management time-to-time. Job Authorities: People Related: Interaction with Customer Service Manager, Branch Manager, Personal Bankers and other CSR's Operational Related: Adhere to all policies and procedures for transactional banking, AML and KYC. Functional Skills: Knowledge of Business Banking and Trade Finance Products and Services Knowledge of Business Banking Transactions and Regulatory Framework Proficient in MS Word, MS Excel, PowerPoint Customer Relationship Management Skills Good analytical skills, Mathematics and basic calculations Bilingual, English and Hindi, is an advantage Behavioral Skills: Excellent communication and interpersonal skills Fast learner, energetic, and results-oriented Problem solver with good judgment and management skills Team player with an Eye for Detail Ability to work under pressure and Target oriented
Dec 11, 2019
Contractor
Our client, an International Bank, is looking to hire a Customer Service Officer to join their team at their Manchester Branch: Job Purpose: To manage customer relationships and customer services for existing and prospective Business Banking customers through Branch Banking channel of the Bank. Processing Business Banking customer transactions and handling customer queries in an efficient and timely manner. Prospecting, acquisition and account opening of new customers for Business Banking. Identifying opportunities for cross-selling of other Retail Banking products by referring leads to the appropriate branch personnel. Adherence to compliance policies and organisation's standard operating procedures. Area of Responsibility Ensure desired & uniform (Treating Customers Fairly) level of customer service to the branch customers; whether in front desk or in the teller area. This includes solving the customer queries efficiently, helping them with the alternatives and making sure that bank's processes and guidelines are followed in the same; within the desired timelines as per bank's commitment to customers. Ensure the rejections in transactions and account opening is kept at the minimum to ensure minimum customer inconvenience and the desired service timelines as communicated to the customer. Responsible for following all the health & safety, operational risk and compliance guidelines in their day-to-day work as per the bank's policies. Meet personal business targets as discussed and communicated by the Branch Manager in the beginning of Financial Year. This will require maintaining and growing book of the assigned customers, do the outbound calling and/or, meet clients outside the branch premises to generate further business and referrals. Organise and participate in events and play an active part in the Sales Promotional activities for the branch. To be proactive and vigilant in query handling, monetary transactions and relationship opening which may give rise to money laundering and other financial malpractices; informing the concerned authorities with detailed report well within the time. To undertake projects and assignment from time to time as directed by Supervisor. Be adaptive to the change; keen on learning and complying with the new or changed regulations and communications as given by the management time-to-time. Job Authorities: People Related: Interaction with Customer Service Manager, Branch Manager, Personal Bankers and other CSR's Operational Related: Adhere to all policies and procedures for transactional banking, AML and KYC. Functional Skills: Knowledge of Business Banking and Trade Finance Products and Services Knowledge of Business Banking Transactions and Regulatory Framework Proficient in MS Word, MS Excel, PowerPoint Customer Relationship Management Skills Good analytical skills, Mathematics and basic calculations Bilingual, English and Hindi, is an advantage Behavioral Skills: Excellent communication and interpersonal skills Fast learner, energetic, and results-oriented Problem solver with good judgment and management skills Team player with an Eye for Detail Ability to work under pressure and Target oriented
Our client, an International Bank, is looking to hire a Customer Service Officer to join their team at Harrow Branch: Job Purpose: To manage customer relationships and customer services for existing and prospective Business Banking customers through Branch Banking channel of the Bank. Processing Business Banking customer transactions and handling customer queries in an efficient and timely manner. Prospecting, acquisition and account opening of new customers for Business Banking. Identifying opportunities for cross-selling of other Retail Banking products by referring leads to the appropriate branch personnel. Adherence to compliance policies and organisation's standard operating procedures. Area of Responsibility Ensure desired & uniform (Treating Customers Fairly) level of customer service to the branch customers; whether in front desk or in the teller area. This includes solving the customer queries efficiently, helping them with the alternatives and making sure that bank's processes and guidelines are followed in the same; within the desired timelines as per bank's commitment to customers. Ensure the rejections in transactions and account opening is kept at the minimum to ensure minimum customer inconvenience and the desired service timelines as communicated to the customer. Responsible for following all the health & safety, operational risk and compliance guidelines in their day-to-day work as per the bank's policies. Meet personal business targets as discussed and communicated by the Branch Manager in the beginning of Financial Year. This will require maintaining and growing book of the assigned customers, do the outbound calling and/or, meet clients outside the branch premises to generate further business and referrals. Organise and participate in events and play an active part in the Sales Promotional activities for the branch. To be proactive and vigilant in query handling, monetary transactions and relationship opening which may give rise to money laundering and other financial malpractices; informing the concerned authorities with detailed report well within the time. To undertake projects and assignment from time to time as directed by Supervisor. Be adaptive to the change; keen on learning and complying with the new or changed regulations and communications as given by the management time-to-time. Job Authorities: People Related: Interaction with Customer Service Manager, Branch Manager, Personal Bankers and other CSR's Operational Related: Adhere to all policies and procedures for transactional banking, AML and KYC. Functional Skills: Knowledge of Business Banking and Trade Finance Products and Services Knowledge of Business Banking Transactions and Regulatory Framework Proficient in MS Word, MS Excel, PowerPoint Customer Relationship Management Skills Good analytical skills, Mathematics and basic calculations Bilingual, English and Hindi, is an advantage Behavioral Skills: Excellent communication and interpersonal skills Fast learner, energetic, and results-oriented Problem solver with good judgment and management skills Team player with an Eye for Detail Ability to work under pressure and Target oriented
Dec 11, 2019
Contractor
Our client, an International Bank, is looking to hire a Customer Service Officer to join their team at Harrow Branch: Job Purpose: To manage customer relationships and customer services for existing and prospective Business Banking customers through Branch Banking channel of the Bank. Processing Business Banking customer transactions and handling customer queries in an efficient and timely manner. Prospecting, acquisition and account opening of new customers for Business Banking. Identifying opportunities for cross-selling of other Retail Banking products by referring leads to the appropriate branch personnel. Adherence to compliance policies and organisation's standard operating procedures. Area of Responsibility Ensure desired & uniform (Treating Customers Fairly) level of customer service to the branch customers; whether in front desk or in the teller area. This includes solving the customer queries efficiently, helping them with the alternatives and making sure that bank's processes and guidelines are followed in the same; within the desired timelines as per bank's commitment to customers. Ensure the rejections in transactions and account opening is kept at the minimum to ensure minimum customer inconvenience and the desired service timelines as communicated to the customer. Responsible for following all the health & safety, operational risk and compliance guidelines in their day-to-day work as per the bank's policies. Meet personal business targets as discussed and communicated by the Branch Manager in the beginning of Financial Year. This will require maintaining and growing book of the assigned customers, do the outbound calling and/or, meet clients outside the branch premises to generate further business and referrals. Organise and participate in events and play an active part in the Sales Promotional activities for the branch. To be proactive and vigilant in query handling, monetary transactions and relationship opening which may give rise to money laundering and other financial malpractices; informing the concerned authorities with detailed report well within the time. To undertake projects and assignment from time to time as directed by Supervisor. Be adaptive to the change; keen on learning and complying with the new or changed regulations and communications as given by the management time-to-time. Job Authorities: People Related: Interaction with Customer Service Manager, Branch Manager, Personal Bankers and other CSR's Operational Related: Adhere to all policies and procedures for transactional banking, AML and KYC. Functional Skills: Knowledge of Business Banking and Trade Finance Products and Services Knowledge of Business Banking Transactions and Regulatory Framework Proficient in MS Word, MS Excel, PowerPoint Customer Relationship Management Skills Good analytical skills, Mathematics and basic calculations Bilingual, English and Hindi, is an advantage Behavioral Skills: Excellent communication and interpersonal skills Fast learner, energetic, and results-oriented Problem solver with good judgment and management skills Team player with an Eye for Detail Ability to work under pressure and Target oriented
Are you an experienced PA/Secretary? Do you have a vast amount of Diary Management experience? Have you worked within the Legal or Accountancy industry? My client in Ipswich are looking for an experienced PA to support one of the Partners of the business and this is a role that holds great importance so if you are the type of person that likes to hold a high amount of responsibility, this could be the role for you! Duties include but are not limited to the following: Diary management, including rearrangement of meetings, help prepare for meetings and collate any documents required. Monitor the Partner's email account in their absence. Help collate outstanding debts and communicate with credit control Maintain their database Follow company policies and procedures at all times and suggest improvements on documents and create drafts. Coach junior members of the team and support with their workload/resolve issues when required. Be able to travel to meet the needs of the business and record minute taking. Performance reviews Why you? You will be from a professional services background of either Legal or Accountancy as they are needing someone that is able to hit the ground running and they require that someone has an understanding of finance and how billing works. You must be highly organised and able to adapt as you may be required to support another Partner on occasions but previous experience of Diary Management is a must. Experience of PowerPoint and Excel will be essential as these are programs that you will use frequently. They are looking for someone that is approachable but also has some resilience. If you have previous experience of managing a team this will be an advantage as you will be responsible for performance reviews. What's in it for you? A competitive salary of £35,000-£45,000 depending on experience. Hours are Monday to Friday 9am-5.15pm Working alongside a friendly team with future opportunities to grow and develop. Online systems available to improve learning.
Dec 11, 2019
Full time
Are you an experienced PA/Secretary? Do you have a vast amount of Diary Management experience? Have you worked within the Legal or Accountancy industry? My client in Ipswich are looking for an experienced PA to support one of the Partners of the business and this is a role that holds great importance so if you are the type of person that likes to hold a high amount of responsibility, this could be the role for you! Duties include but are not limited to the following: Diary management, including rearrangement of meetings, help prepare for meetings and collate any documents required. Monitor the Partner's email account in their absence. Help collate outstanding debts and communicate with credit control Maintain their database Follow company policies and procedures at all times and suggest improvements on documents and create drafts. Coach junior members of the team and support with their workload/resolve issues when required. Be able to travel to meet the needs of the business and record minute taking. Performance reviews Why you? You will be from a professional services background of either Legal or Accountancy as they are needing someone that is able to hit the ground running and they require that someone has an understanding of finance and how billing works. You must be highly organised and able to adapt as you may be required to support another Partner on occasions but previous experience of Diary Management is a must. Experience of PowerPoint and Excel will be essential as these are programs that you will use frequently. They are looking for someone that is approachable but also has some resilience. If you have previous experience of managing a team this will be an advantage as you will be responsible for performance reviews. What's in it for you? A competitive salary of £35,000-£45,000 depending on experience. Hours are Monday to Friday 9am-5.15pm Working alongside a friendly team with future opportunities to grow and develop. Online systems available to improve learning.
Huntswood are looking for experienced complaint handlers with telephony experience to support our client based in West Malling, Kent. Starting in January, you will be involved in investigating and resolving customer complaints and disputes for a leading credit management company. Dealing with a complaint from beginning to end, you will be required to communicate with the customers via the telephone and letters to keep them fully informed. The ideal candidate will have: Strong end to end complaint handling experience Excellent verbal and written communication skills Experience writing clear and concise letters Strong attention to detail Ability to navigate through a number of in-house databases Good MS Office skills, particularly MS Word Earning £175 a day, the hours of work will be 40 per week on a rotating working patterns 8:00-4:00 and 9:00-5:00 Monday to Friday. "It's not just about what we do, but the way we do it. And it's our values that make us special."
Dec 11, 2019
Contractor
Huntswood are looking for experienced complaint handlers with telephony experience to support our client based in West Malling, Kent. Starting in January, you will be involved in investigating and resolving customer complaints and disputes for a leading credit management company. Dealing with a complaint from beginning to end, you will be required to communicate with the customers via the telephone and letters to keep them fully informed. The ideal candidate will have: Strong end to end complaint handling experience Excellent verbal and written communication skills Experience writing clear and concise letters Strong attention to detail Ability to navigate through a number of in-house databases Good MS Office skills, particularly MS Word Earning £175 a day, the hours of work will be 40 per week on a rotating working patterns 8:00-4:00 and 9:00-5:00 Monday to Friday. "It's not just about what we do, but the way we do it. And it's our values that make us special."
Simply fantastic opportunity for an individual with client/customer-facing experience to take the next step in their career within one of the UK's most prestigious financial services suppliers. This company have built a base of 10,000 clients, split between both personal and commercial. They now seek support on the advising side to handle inbound enquiries regarding the best products/services available for each client. Within the role, you will fact-find, deliver exceptional levels of service, identify suitable products/services and present sound advice back to clients. Primarily telephone and email enquiries but also live chat, face-to-face and web applications. Full and extensive training and sponsorship towards qualifications provided. Salary £24-26,000 + 20/30% bonus (dependent on key performance indicators); Extensive salary benefits/perks!; Amazing working environment; Long term promotional prospects! Initial 2 month induction within which you will learn the products and services offered and complete your CAS status approval; you will provide sound advice to a range of personal and commercial clients on the best options available, in regard to their requirements and budget. Monday - Friday 09.00-17.00 If you are based locally to Redhill or can easily access the area, are motivated, professional and looking to enter a client-facing career in a corporate insurance environment then contact Miles Dutton in our Sevenoaks office.
Dec 11, 2019
Full time
Simply fantastic opportunity for an individual with client/customer-facing experience to take the next step in their career within one of the UK's most prestigious financial services suppliers. This company have built a base of 10,000 clients, split between both personal and commercial. They now seek support on the advising side to handle inbound enquiries regarding the best products/services available for each client. Within the role, you will fact-find, deliver exceptional levels of service, identify suitable products/services and present sound advice back to clients. Primarily telephone and email enquiries but also live chat, face-to-face and web applications. Full and extensive training and sponsorship towards qualifications provided. Salary £24-26,000 + 20/30% bonus (dependent on key performance indicators); Extensive salary benefits/perks!; Amazing working environment; Long term promotional prospects! Initial 2 month induction within which you will learn the products and services offered and complete your CAS status approval; you will provide sound advice to a range of personal and commercial clients on the best options available, in regard to their requirements and budget. Monday - Friday 09.00-17.00 If you are based locally to Redhill or can easily access the area, are motivated, professional and looking to enter a client-facing career in a corporate insurance environment then contact Miles Dutton in our Sevenoaks office.
Are you a confident administrator with the drive to work in one of the UK's leading investment management providers? Do you have extensive typing experience and an excellent eye for detail? Our client, an award winning investment firm, is looking for an Administration Assistant to join their talented team. In this role you will: · Manage and file correspondence and records in a timely and efficient manner ensuring accuracy of data · Respond promptly to telephone calls, take and pass on clear messages and project a positive image of the organisation · Open and distribute incoming post · Maintain team/manager's diary, including arranging meetings and organising travel if applicable · Type and produce accurate documentation in the agreed format, including letters and emails, editing and correcting as necessary, audio typing included · Take meeting minutes if applicable · Collate portfolio valuations and produce covering letters as required · Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system · Contribute to support staff meetings, suggesting improvements to procedures · Share best working practices with other support staff Your skills: · You will have experience working in a similar role in Financial Services · You will have an understanding of financial products and services · You will have grades A-C at GCSE or equivalent in English and Maths · You will be willing to undertake further professional qualifications If this sounds of interest, please contact Joanna at Flair for Recruitment for more information.
Dec 11, 2019
Full time
Are you a confident administrator with the drive to work in one of the UK's leading investment management providers? Do you have extensive typing experience and an excellent eye for detail? Our client, an award winning investment firm, is looking for an Administration Assistant to join their talented team. In this role you will: · Manage and file correspondence and records in a timely and efficient manner ensuring accuracy of data · Respond promptly to telephone calls, take and pass on clear messages and project a positive image of the organisation · Open and distribute incoming post · Maintain team/manager's diary, including arranging meetings and organising travel if applicable · Type and produce accurate documentation in the agreed format, including letters and emails, editing and correcting as necessary, audio typing included · Take meeting minutes if applicable · Collate portfolio valuations and produce covering letters as required · Create/amend presentations or meeting packs for trustee/client meetings using appropriate IT system · Contribute to support staff meetings, suggesting improvements to procedures · Share best working practices with other support staff Your skills: · You will have experience working in a similar role in Financial Services · You will have an understanding of financial products and services · You will have grades A-C at GCSE or equivalent in English and Maths · You will be willing to undertake further professional qualifications If this sounds of interest, please contact Joanna at Flair for Recruitment for more information.
We're looking for a keen and confident apprentice to join Portland Communication's team as their new Finance Assistant Apprentice. The role of Finance Assistant is key and as such the completion of the responsibilities listed below accurately and on time has an impact on the rest of the Finance Team and the wider business...... click apply for full job details
Dec 11, 2019
Full time
We're looking for a keen and confident apprentice to join Portland Communication's team as their new Finance Assistant Apprentice. The role of Finance Assistant is key and as such the completion of the responsibilities listed below accurately and on time has an impact on the rest of the Finance Team and the wider business...... click apply for full job details
Finance Software Support Executive Join the Access Family and see how we make software ideas become a reality! Our core value of Love work, Love life' has been central to our success and so we're looking for people to join us who share our passion for making things better every day, to help us become a UK top 10 Software company. Are you ready for the challenge? What are we all about?..... click apply for full job details
Dec 11, 2019
Full time
Finance Software Support Executive Join the Access Family and see how we make software ideas become a reality! Our core value of Love work, Love life' has been central to our success and so we're looking for people to join us who share our passion for making things better every day, to help us become a UK top 10 Software company. Are you ready for the challenge? What are we all about?..... click apply for full job details
Graduate - Investment Operations Officer Interested in joining the fastest growing FinTech organisation in the world? Would you like to take a seat in our structured Industry Development Programme where you will gain a career within investment operations and obtain an industry recognised qualification? You will join the FNZ Investment Operations function as an Investment Operations Officer...... click apply for full job details
Dec 11, 2019
Full time
Graduate - Investment Operations Officer Interested in joining the fastest growing FinTech organisation in the world? Would you like to take a seat in our structured Industry Development Programme where you will gain a career within investment operations and obtain an industry recognised qualification? You will join the FNZ Investment Operations function as an Investment Operations Officer...... click apply for full job details
Are numbers your thing? Do you want to work for an award-winning sustainable building supplies company? EnviroBuild is looking to hire a Finance Analyst Apprentice to join their team and work towards their Accounting qualification with WhiteHat. A typical day Providing support and analysis to understand KPI's (key performance drivers)...... click apply for full job details
Dec 11, 2019
Full time
Are numbers your thing? Do you want to work for an award-winning sustainable building supplies company? EnviroBuild is looking to hire a Finance Analyst Apprentice to join their team and work towards their Accounting qualification with WhiteHat. A typical day Providing support and analysis to understand KPI's (key performance drivers)...... click apply for full job details
Salary: £22k base + uncapped commission! (£35k OTE in Year One) + fast-track to management scheme. This is an opportunity for competitive and money-hungry graduates to join a buzzing and vibrant graduate sales team in the heart of Manchester city centre. The company: My client are one of the UK's leading financial consultancies, competing directly with the Big 4 accounting firms...... click apply for full job details
Dec 11, 2019
Full time
Salary: £22k base + uncapped commission! (£35k OTE in Year One) + fast-track to management scheme. This is an opportunity for competitive and money-hungry graduates to join a buzzing and vibrant graduate sales team in the heart of Manchester city centre. The company: My client are one of the UK's leading financial consultancies, competing directly with the Big 4 accounting firms...... click apply for full job details
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Dec 11, 2019
Full time
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Dec 11, 2019
Full time
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Dec 11, 2019
Full time
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details
Dec 11, 2019
Full time
Mmm, feast your eyes on THIS! Bit of a foodie? Love exploring premium, new and trendy cafes and restaurants? Is a client facing role right up your street? And are you passionate about connecting building relationship with restaurants focused on producing GREAT food? Then this is going to be your thing. Just Eat are not your standard food delivery company, which is often a huge misconception...... click apply for full job details