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Senior Case Handler - West Sussex - Contract - £competitive Synergize Consulting are now hiring for a Senior Case Handler to work for a leading financial client based in West Sussex on a contract basis. The successful candidate will be working within a large remediation programme with the remit of the role based around complaint handling and reconciliation. There will be a requirement to work with junior team members and ensure performance targets are met, as well as providing team leadership and training where required. Experience required: - Working knowledge of financial products, and remediation complaints processing - Experience of performing redress calculations on loans, mortgages and credit cards. - Previous team leadership or mentoring experience would be highly advantageous - Ability to work well within a team environment. - Previous experience in the financial services industry - Ability to work within a target based environment. - Excellent communication skills, written and verbal. If you are looking to take the next exciting step in your career, please send in your CV for immediate consideration.

Regulated Complaints Handler l Financial Services Competitive Salary + Annual Performance Bonus and Exceprional Benefits Gloucestershire area / FREE PARKING Monday to Friday 9am - 5pm My Client is an extremely well established, growing wealth management specialist, with a superb working environment that truly believe their people are the reason for their success. As a Client Liaison Officer you will be required to investigate complaints relating to advice and service given, in compliance with the Regulator's complaint handling rules, and you will make decisions and recommendations for compensation relating to those complaints. This is a superb role that requires a candidate with first class client relationship management and negotiating skills, with experience within the financial services industry. A person with garvitas that can deal with an affluent client base and liaise with accountants, solicitors and the financial ombudsman too... Main Functions of the Role: Conduct investigation into complaints received about advice and service paying attention to the evidence held. Liaise with the client, Financial Advisor and third parties on the telephone and in writing to ensure all facts are established. Produce a detailed report to include reasons for the decision and recommendations for redress and/or further action where applicable. Calculate the redress due where applicable. Communicate the complaint decision to the client and Financial Advisor, providing a clear explanation of all conclusions. Identify and report any trends or issues relating to the Financial Advisor or advice process. Where necessary, negotiate a resolution with the client. Manage workload and ensure complaints are finalised within the timescales set by the Regulators. Liaise with the Financial Ombudsman Service where applicable. Maintain detailed records of the investigation of each complaint. Experience and skills required Previous experience gained in a complaints, compliance, risk or Adviser role role within financial services. Good technical knowledge of life, pension, investment and mortgage products would be preferred but not essential A understanding of the financial services sales and advice process. Ability to write clear and effective reports and letters tailored to the client. Excellent telephone communication skills. Ability to work under pressure, manage own workloads and meet deadlines/targets. PC Literate - including Excel, Word, Outlook. Qualifications required CII Certificate in Financial Planning (CF1-5) or Financial Planning Certificate (FPC1-3) ideally BENEFITS: Non-contributory Pension 10% of base salary rising to 12.5% then 15% following length of service, annual performance bonus, 25 days holiday rising to 30 days, Life cover equivalent to ten times base salary, Critical Illness for individual and immediate family, Medical Insurance BUPA, Additional benefits include; SAYE Share Options, Salary & Pension Contribution payable in the first 12 months of illness, Eye-Tests, Refreshments, FREE Car Parking, Childcare Vouchers, Season Ticket Loans.

The Opportunity This opportunity will see you take a step into the largest asset class in the world, foreign exchange. Working with the Head of Client Services, you will be trained on knowledge of a variety of currencies and problem-solving techniques while correlating that information, with current affairs to appropriately identify and target a solution to the inbound enquiry for the client, either other the phone or on email. Problem Solving | Dealing with client queries Attention to detail | Contacting clients to request settlements of trades Support | Provide clients with support on the company online platform Teamwork | Work with dealing & sales team to update on client onboarding journey Service | Ensure all clients experience a professional, courteous and exceptional service You You will need to be articulate, confident and display a clear level of intelligence to deal with client problems effectively. We are looking for a result driven individual, who is highly motivated with outstanding interpersonal skills, and possesses the aptitude to work under their own initiative and deliver only the very best service levels. Your communication skills both written, and verbal will need to be of the highest calibre. Experience in a client services/customer service role in Financial Services Resilient, Determined & perseverance are your key attributes Willing to learn and receptive to new ideas Why should you apply? You will join one of our established FX payment providers that will give you ongoing support & career development, with clear defined incentives to ensure you prosper. Up to £35,000 salary Comprehensive training provided Contributory pension (After agreed period) Private Healthcare (After agreed period) Gym memberships Company A fully FCA regulated Foreign Exchange brokerage, based in London, recognised in The Sunday Times top 100 best small companies to work for list. With access to over 130 major and local market currencies and a range of products offering both our corporate and private clients a strategic efficient approach to international trading, treasury and risk management. A company that has grown progressively to become a recognised market leader, with a reputation for looking after staff by offering a range of benefits and compensation packages. From monthly celebration of success to our annual skiing trip our focus is on harnessing professional talent and maintaining strong client relationships. Interested? Apply now!

Our client, a financial advice business is seeking an experienced Paraplanner to join their team and provide paraplanning support to the businesses Consultants. Key responsibilities: Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds Challenge the Consultants if there are any gaps in fact-finds/client notes Use various research tools to ensure independent and holistic advice is provided to the client Draft suitability reports based on the research findings and using technical knowledge/experience alongside approved templates and send off for approval by the Consultant Ensure that all MI is tracked and up to date Skills and experience: Diploma in Financial Planning Strong knowledge of pensions and investments Previous paraplanning experience If you are interested in this Paraplanner position and demonstrate the relevant skills and experience then please apply now.

As a successful growing company, we are looking to recruit quality candidates into our Pensions Administration team in Dundee. This is ideal for someone who is keen to develop their career in pensions administration. The ideal candidate would have: good mathematical skills exceptional attention to detail great organisational skills the ability to communicate with pension scheme members and corporate clients good written and verbal communication skills the ability to demonstrate a desire to progress in their career We encourage our staff to study towards a recognised pensions qualification with the Pensions Management Institute, and support and reward success with progression. In addition, we provide specialised pensions technical training on a regular basis. The role involves working in a friendly and supportive team in a great working environment and the opportunity to work in a Firm which has demonstrated consistent growth and increased opportunities for the right candidate. Day to day work includes: calculating complex pension calculations dealing with pension scheme members explaining complex terminology in a plain-speaking manner keeping up to date with the ever-changing world of pensions and dealing with a variety of third parties We offer a competitive benefits package with the opportunity for progression.

Financeplus is WPP's internal Financial Shared Service organisation, providing transactional back-office financial services to WPP companies. Financeplus supports a range of processes including: - Accounts Payable - Accounts Receivable - Media Billing & Payments - Treasury - Accounting and Reporting - Statutory reporting By consolidating activities under one roof, Financeplus takes advantage of volume to deliver increased efficiency. This is achieved by standardising, streamlining and aligning relevant processes, and introducing tools & technology to drive effectiveness across our operations. By taking over transactional financial activities, Financeplus allows our agencies to focus on commercial activities, client management and revenue / cost management. Financeplus UK was the first Financeplus, opening in 2011. There are now have offices in Australia, India, Malaysia, Mexico, Spain, the UK and the USA, and have recently started in Venezuela. Financeplus has a clearly defined migration methodology that we will use for all future deployments. This will ensure a smoother transfer of activities with full clarity and proper preparation. Key Tasks Processing of trade/Intercompany /Media Invoices through various Imaging or database systems Checking invoice details, understanding various business references, correcting errors where appropriate. Identifying Purchase Order issues and routing queries to correct queues. Manipulate the system to complete various tasks, search for bookings, clear invoices for payment, posting invoices and credit notes. Actioning query queues to push invoices through the system in a timely manner Skills Be prepared to process a high volume of invoices and adhere to deadlines daily. Must have good communication skills in English both written and verbal. Must have good knowledge of MS Office and generally be numerate and computer literate. Be able to work as part of a team and on own initiative. Need to have a good eye for detail for checking and identifying errors.

Are you looking for a new challenge for 2018? This well established, yet progressive Stirling IFA, advises mainly individual clients across the full range of financial services products. An excellent opportunity exists for an IFA Administrator to join the hard working and enthusiastic team, providing a full range of pension administration support service to the advisers. Applicants will have a good working knowledge of pensions processes, preferably with experience of occupational pension transfers, gained with either an IFA or product provider. The candidate will be a team player who is able to apply their knowledge to the efficient processing of administrative tasks in this busy office, meeting deadlines where required. Working within the general guidelines of procedures already in place, the candidate will be willing to contribute towards the ongoing development of these procedures and will be encouraged to do so. Progress with CII examinations may be beneficial, but is not essential. You will have the opportunity to gain your exams if you like and will be encouraged to advance towards full qualifications. Flexibility will also be given to adapt and develop the role to match your ability and ambition. To apply, please email your CV to . Reed Specialist Recruitment Limited is an employment agency and employment business

Becoming a Pensions Administrator (Telephony) with Employee Solutions: We are pleased to be recruiting for multiple Pensions Administrators (Telephony) to join us on a full time permanent basis and be part of a brand-new contract - Pension Insurance Corporation (PIC). The Pensions Insurance Corporation are specialist UK insurers who provide tailored pension insurance buyouts and buy ins to the trustees and sponsors of UK defined benefit pension funds. Please note you do not require previous Pensions experience however you do require a strong Customer Service background. Working within our bright and modern office at Lingfield Point, you will work within a brand-new team alongside a mixture of back office and front office staff. Your primary focus will be to answer telephone queries and enquiries from members, providing a high level of customer service at all times. You will also spend time completing a variety of administration duties. Please note we are holding an assessment afternoon on Monday 16th July 12.30pm - 4pm at our offices here at Lingfield Point - please ensure you would be available to attend this before proceeding with your application. What you will do: Create and maintain consistent and accurate pension scheme records Answer a high volume of telephone queries and enquiries Associated administration duties Provide excellent customer service to all clients, members and third parties in line with service level agreements Work within set key performance indicators and quality standards and to make every effort to achieve these Support and assist the management team where required in all aspects of service delivery and business support for example, ad hoc projects, auditing, etc Your experience will include: Highly numerate with excellent attention to detail. Excellent written and verbal communication skills Strong Customer Service skills and a polite but professional telephone manner Confident working with numbers - GCSE Grade C or above in both Maths and English Track record of working to and achieving targets A flexible approach to work at all times and adaptable to varying demands and workloads with a commitment to ensure tasks are completed to deadline About Employee Solutions Capita Employee Solutions (CES) is one of the largest employee benefits consultancies in the UK; a multi award-winning organisation servicing over 1,600 clients and more than 4 million company employees and pension scheme members. Our vision is to be the leading integrated, technology-enabled administration and consultancy business in the employee benefits market. Joining our team here, you'll deliver transformational consultancy and administration services, underpinned by market-leading technology. Employee Solutions are part of Capita Plc, the UK's leading provider of business process management and integrated professional support service solutions. Through quality solutions, tailored to our customers' needs, we've helped countless organisations unlock value and maximise their potential. With access to our range of unique and diverse opportunities, offering real career advancement and progression, we can unlock your potential too. What's in it for you? At Capita, we believe an open, transparent working environment that encourages ingenuity and collaboration - with colleagues, customers and clients - is what makes us so effective at what we do. As well as a generous basic salary, we also give you 23 day's holidays increasing with length of service, company matched pension scheme and access to a variety of voluntary benefit options. These include a share save scheme, life assurance, holiday buy and many more designed to suit your own personal lifestyle, such as retail, health & wellbeing and leisure discounts. Here at the Lingfield Point office in Darlington you also get access to free parking, a subsidised canteen and on-site showers . You'll be joining a network of some of the most experienced, innovative and dedicated people in the country - the opportunities to learn new skills, develop in your career and grow and as we grow are almost endless. Our mission is to help you realise your potential - whatever that means to you. What we hope you will do next Help us find out more about you by completing our short application process - click apply now . We understand you might have some questions before taking the step to apply - you can contact our On Site Recruiter Xanthe Hay - for guidance. Capita operates as an equal opportunities employer and we welcome all applications regardless of gender, marital status, sexual orientation, pregnancy, race, colour, ethnic origin, nationality, religion or beliefs, disability, age, political opinions or trade union membership. | Become a Change Maker | Follow Capita on Follow Capita on Capita Resourcing welcome applications from all suitably qualified people regardless of gender, race, disability, age or sexual orientation. Capita Resourcing is a trading name of Capita Resourcing Ltd. Services offered are those of an Employment Agency and Employment Business. Applicants will be required to register with us. If you are successful with your application, you will need complete Capita's vetting and screening checks. This will include, but not be limited to, Reference Checks, a Criminality Check, Financial Probity Check, Sanctions Check and Media Check.

Alexander Mann Solutions (AMS) is the world's leading provider of Talent Acquisition and Management Services. We deliver award-winning solutions to over 65 outsourcing clients and consulting services to hundreds more. Our contingent Workforce Solutions (CWS) service acts as an extension of our clients' recruitment team and provides professional interim and temporary resources. Our Client is a global pharma company based in Haverhill. On behalf of this organisation, AMS are looking for a Finance Analyst for a 9 month contract based in Haverhill . The role: The purpose is to ensure support to the UK Finance/Controlling with the monthly,year-end financial reporting and Budget process. Also performing internal controls testing and liaising with internal and external audit. The Candidate: In order to be successful in this role you will possess all or some of the below criteria: - Qualified Accountant - Compliance/ Audit/ Internal controls experience - SAP experience beneficial If you are interested in applying for this position and meet the criteria outlined above, please click the link to apply and speak to one of our sourcing specialists now.

Team Leader (Remediation/Contact Centre) - Contract - West Sussex - £competitive Synergize Consulting are now hiring for a Team Leader to work for a leading financial client based in West Sussex on a contract basis. The successful candidate will be working within a large programme of financial remediation and will be performed in a quality controlled environment with a high level of accuracy required. Team Leader Responsibilities include: - Managing a team of individuals to consistently meet productivity and quality targets - Supporting team members achieve performance metrics through coaching - Overseeing the case review process, including data-gathering, customer contact, decision making and redress calculation. - Managing operational risk Experience required: - Previous team leadership experience, ideally gained in a complaints handling, or remediation environment. - Experience of managing team members to ensure quality and productivity targets can be consistently reached - A background in complaints handling and customer service would be preferable - Strong proficiency in Microsoft Office products, such as Excel - Strong stakeholder management skills and ability to liaise with senior level executives - Strong literacy and numerical skills If you are looking to take the next exciting step in your career, please send in your CV for immediate consideration.

We are currently recruiting for a Project Planner/Coordinator to be based at one of our established clients in Canary Wharf on an initial 6 month contract. This role is suitable for a junior project planner/coordinator looking to build upon their current experience. As a Project Planner/Coordinator, you will be responsible for maintaining and tracking the progress of multiple projects. The role: • Supporting the Programme Business Lead with multiple projects at a time • Working closely with a wide range of stakeholder to ensure all projects are up to date • Communicating information and upcoming tasks effectively to all stakeholders ahead of deadlines • Ensuring business outcomes are met, and programme disciplines adhered to • Tracking progress on milestones and querying missed deadlines The ideal candidate: • Previous experience working in a similar/project based role • Excellent IT skills, specifically in MS Excel (Clarity PPM knowledge beneficial), with the ability to pick up new software quickly • Great attention to detail and the ability to work under pressure and meet deadlines • Excellent communication skills, in order to build and maintain effective working relationships • Proactive with strong organisational, planning, interpersonal, management and negotiation skills If you think you have the relevant skills and experience, please apply today! Reed Specialist Recruitment Limited is an employment agency and employment business

Becoming an Implementation and Data Analyst with Employee Benefits: We are currently seeking to recruit an Implementation and Data Analyst to join our Scheme Benefits and Configuration teams based out of our flagship offices in Sheffield. You will work as a member of the Transition and Change practice leading the execution of client implementation projects to a high standard within a controlled project environment. We are holding Assessment Centres on the below dates/times and encourage you to apply if you are able attend one of them. Wednesday 11th July - Time: 10.00am - 13.00pm Thursday 12th July - Time: 14.00pm - 17.00pm Working in this varied project driven role supporting our Project Managers and Implementation Managers, you will oversee the work of Implementation and Data Analysis, and ensure that project tasks are delivered in an efficient, timely manner. There will be excellent opportunities to learn a variety of new transferable skills and gain experience across several departments within the operation. What you will do Understand pension scheme rules, and pensions regulatory and legislative requirements Analysis and interpretation of scheme structure and benefits Gather and interpret client requirements and processes, Risk and issue identification and mitigation Continually evolve standard letters and cases to ensure compliance and best practice Identifying gaps in the pensions calculations and specifying the development needed to perform the calculations correctly Liaise with Implementation team members, Pension Management, Technical, IT and Clients to determine solutions and resolve queries Your experience will include the following: Educated to Degree Level (2.1 or above) in one of the following subjects: Maths, Science, IT, Financial Services, Business , English and Social Sciences A high level of numeracy and literacy Strong IT skills - Including Access and Excel and ideally SQL Qualitative and Quantitative analysis skills Excellent communication skills both written and verbally A confident multi tasker able to work across a variety of tasks at any one time An analytical approach About Employee Benefits Capita Employee Benefits (CEB) is one of the largest employee benefits consultancies in the UK; a multi award-winning organisation servicing over 1,600 clients and more than 4 million company employees and pension scheme members. Our vision is to be the leading integrated, technology-enabled administration and consultancy business in the employee benefits market. Joining our team here, you'll deliver transformational consultancy and administration services, underpinned by market-leading technology. Employee Benefits are part of Capita Plc, the UK's leading provider of business process management and integrated professional support service solutions. Through quality solutions, tailored to our customers' needs, we've helped countless organisations unlock value and maximise their potential. With access to our range of unique and diverse opportunities, offering real career advancement and progression, we can unlock your potential too. What's in it for you? At Capita, we believe an open, transparent working environment that encourages ingenuity and collaboration - with colleagues, customers and clients - is what makes us so effective at what we do. As well as a generous basic salary, we also give you 23 day's holiday (rising to 25 ), company matched pension scheme and access to a variety of voluntary benefit options. These include a share save scheme, life assurance, holiday buy and many more designed to suit your own personal lifestyle, such as retail, health & wellbeing and leisure discounts. You'll be joining a network of some of the most experienced, innovative and dedicated people in the country - the opportunities to learn new skills, develop in your career and grow and as we grow are almost endless. Our mission is to help you realise your potential - whatever that means to you. What we hope you will do next Help us find out more about you by completing our short application process - click apply now . We understand you might have some questions before taking the step to apply - you can contact Jo Robinson via email at for guidance. Capita operates as an equal opportunities employer and we welcome all applications regardless of gender, marital status, sexual orientation, pregnancy, race, colour, ethnic origin, nationality, religion or beliefs, disability, age, political opinions or trade union membership. | Become a Change Maker | Follow Capita on Follow Capita on Capita Resourcing welcome applications from all suitably qualified people regardless of gender, race, disability, age or sexual orientation. Capita Resourcing is a trading name of Capita Resourcing Ltd. Services offered are those of an Employment Agency and Employment Business. Applicants will be required to register with us. If you are successful with your application, you will need complete Capita's vetting and screening checks. This will include, but not be limited to, Reference Checks, a Criminality Check, Financial Probity Check, Sanctions Check and Media Check.

This established and highly regarded Pension Actuarial practice are looking to hire a part qualified pensions actuary to join their Surrey based team. Your primary function will be to provide high quality pensions actuarial and consultancy support to the consulting team. The work will be broad and varied and will include assisting with triennial valuations, calculating member benefits and transfer values, performing calculations for company accounting work and assisting with complex pensions' administration activities where actuarial input is required. Candidates will need a proven track record of consultancy support gained within the pensions' actuarial industry and will ideally be making good progress toward FIA/FFA qualifications. You will need to be able to demonstrate a strong grasp of scheme valuations work and of company accounting etc..

Do you have AML / Financial Crime experience? Do you have experience covering Affordability and Creditworthiness? Are you available to work in a maternity contract? Working as an Anti-Money Laundering Analyst / Administrator, the successful individual will work within the AML team, where you will be responsible for the day to day assessment and onboarding of new clients, focusing specifically on new client acceptance. Working in a targeted and fast paced environment, previous experience / knowledge will be required. Please be advised, that this is initially being offered on a contract basis. Duties will include: Applying the Company's client on boarding procedures, completing additional enquiries and obtaining information from databases, clients and brokers. Reviewing Customer Due Diligence information Obtaining additional details where necessary from on line sources and direct from brokers and business managers Ensuring acceptability under Money Laundering Regulations, OFT Core Guidance and internal policy Confirming on-boarding requirements are met prior to customer acceptance Diary management and updating spreadsheets Reporting as required on complete/ongoing reviews Qualifications/Skills/Experience Required: Previous AML / Quality Control experience Experienced in analysing information, use of databases and external websites. Ability to follow a defined procedure Attention to detail and the ability to maintain accurate records Ability to work independently and as part of a team Excellent communication and influencing skills Excellent telephone manner Ability to meet targets/deadlines Ability to adapt to new processes and technology Knowledge and / or understanding of anti-money laundering requirements Intermediate Excel / Word Unfortunately, due to the high number of applications Lloyd Recruitment Services receive we are only able to contact shortlisted candidates. Key Words: AML, Anti-money Laundering, KYC, Onboarding, Financial Services, Quality Control, Money Laundering, Affordability, Due Diligence, Creditworthiness, Leatherhead, Ashtead, Epsom, Cheam, Sutton, Tadworth, Reigate, Banstead, Croydon, Chessington, Dorking, Redhill