Investment Product Administrators - Bristol or Southampton (C240)
An existing client has a requirement for a number of experienced Investment Product Administrators.
Start Dates Expected: ASAP
Length of Contract: 3 months
Location: Southampton or Bristol (please indicate if you have a preference or are unable / unwilling to work in either location)
Rate: TBC
Activity: To work within an existing team who deal with reconciliations resolution and/ or data resolution. The team deals with a mix of simple and complex queries, re-work, corrections to plans etc. (see list of products below)
Requirements: Technical knowledge / experience in Investments processing and products listed below.
IAQ qualifications would be an advantage but technical experience in the product type and reconciliations or complex processing is more relevant. Products that will be dealt with in these roles include:
Reconciliation Resolution:
- SIF, ISA and feeder plans
- Standalone Tax Plans
- Certain Equities
- Corporate Share Exchanges
- OEIC Funds
Data Resolution:
- Equities
- Bonds
- Gilts
- Fund of Funds
- Unit Trusts
- OEIC's
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Investment Complaint Handling - Bristol (C244)
We are currently resourcing for additions to an established project with one of our existing clients.
Start Date: ASAP
Length of Contract: 3 months initially
Location: Central Bristol
Rate: £230 per day
Experience Required:
- Extensive Regulated Complaint Handling experience
- Experience of Investments or Investment Complaint Handling will be a distinct advantage eg:
- Stockbroker Services
- Corporate Action Rights Issues
- Corporate ISA's
- OEICS
- Unit Trusts
- Stocks and Shares ISA's
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Know Your Client & Anti Money Laundering - London (C231)
We are currently resourcing for additions to an established project with one of our existing clients.
Know Your Client / Anti Money Laundering Investigation experience.
Start Date: 1st August 2010
Length of Contract: 6 months (with possible extension)
Location: City of London
Rate: £200-230 per day
Experience Required:
Previous experience of KYC analysis will be absolutely necessary.
Experience of AML investigation will be advantageous
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PPI Complaint Handlers - London (C254)
One of our existing teams is expanding so we are looking to identify people who would be interested in joining our team.
Start Date: 16th August 2010
Length of Contract: Six months with likely extension
Location: London (Canary Wharf)
Rate: £210 per day
Experience Required: PPI Complaint Handling experience and Financial Services background
Qualifications: Financial Planning Certificate - preferred
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Investment Bond Case Handlers - London Mayfair (C236)
One of our existing contracts is expanding, so we are looking to identify people who would be interested in joining our team.
Start Dates: TBC
Length of Contract: Six months with likely extension
Location: London (Mayfair)
Rate: Up to £250 per day
Experience Required: Solid experience of dealing with Investment Bonds in a business review or complaint handling capacity and Full Financial Planning Certificate are essential.
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Pension Specialists (Qualified) – Aylesbury (C237)
We are looking for G60 / J04 / J05 Qualified Pension Specialists to join our existing team, working for an established client in Aylesbury.
Role: G60 (or equivalent) Reviewers
Start Date: TBC (Likely to be July 2010)
Length of Contract: The end of the year with possible extension
Location: Aylesbury
Rate: £245 per day
Experience / Qualifications Required:G60 or JO4 / JO5 are essential. FPC or equivalent is essential. Previous pensions switching / transfer experience would be an advantage
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Pension Specialists (Qualified) – Edinburgh (C248)
We are looking for G60 (or J04) Qualified Pension Specialists to join our existing team working for an established client.
Start Date: ASAP
Length of Contract: Until the end of the year initially (with likely extension)
Location: Edinburgh
Rate: £245
Experience / Qualifications Required: Previous pensions switching / transfer experience is preferable. G60 or AF3 or JO4 is essential FPC or equivalent is essential
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Pension Switching Case Handlers – Aylesbury (C249)
We are pleased to advise that we have an additional requirement for an existing major project.
Start Date: July 2010
Length of Contract: To the end of the year with likely extension
Location: Aylesbury
Rate: £200
Experience / Qualifications Required: Previous pensions experience is required. Previous experience of working in a business review / case handling environment is vital. FPC or equivalent is essential
Please note: ALL suitable applicants for these positions will need to undertake a pensions knowledge test and assessment at T42 prior to being contracted
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Retail Bank Compliance Monitor – North East (C251)
We are urgently seeking a specialist compliance professional for a new client of ours.
Start Date: Immediate
Length of Contract: Initially 3 Months
Location: North East of England
Rate: To be agreed
Experience / Qualifications Required:
This is a very specific, technical role and the following experience is essential:
· Extensive experience in the Financial Services sector
· Thorough and detailed knowledge of Retail Banking Compliance
· Previous experience as a Retail Bank Compliance Monitor
Qualification requirements are to be confirmed.
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Training Delivery Contract (Complaints) – Various Locations (C253)
We are currently identifying a substantial team for a proposed training contract with one of our existing clients.
Train the Trainer Date: Start on 9th August or 16th August (1 week)
Delivery: 23rd August to 1st October (6 weeks - 4 days per week Mon to Thu)
Location: England/Wales & Scotland (Trainers will primarily be based in regional location) plus some training delivery will be done from home via Microsoft Live Meeting
Rate: £300 per day plus expenses (40p mile, flights, hotel incl. breakfast, £25 evening meal allowance as well as parking and taxis if appropriate)
Training Subject Matter: Dealing with Complaints
Content:
- Skills and Behavioural Training with a view to shifting the emphasis to resolving complaints at the first point of contact wherever possible.
- There are also some Technical and Systems elements to the Training including:
- Systems Usage
- Understanding of the FSA's requirements regarding dealing with complaints
- Identifying and Recording Complaints (incl. 100% recording)
Audience: Branch Managers
The following experience will be a distinct advantage:
- Complaint Handling Training experience
- Customer Services Skills (Attitude and Behaviours) Training experience
- Experience of working with Branch Managers and or Senior Managers in Financial Services Environment
- Skills, Behavioural, Technical and Systems Training experience
Strong Financial Services background
Next Steps...
Investment Case Handlers – London City (C252)
We are pleased to advise that we have an additional requirement for an existing major project.
Start Date: Immediate
Length of Contract: Initially 6-9 Months
Location: London (City)
Rate: £220
Experience / Qualifications Required:
Solid regulated complaint handling experience within Investments products is most desirable. Previous experience of working in advice based case handling environment is vital. FPC or equivalent is essential
Next Steps...
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