Client Banking & Collections Executive

Kind Consultancy is working with an already successful and still growing receivables management and debt collection firm, which is currently seeking a Client Banking & Collections Executive to join them in a permanent, full-time role in their offices in the Greater Manchester area, paying up to £33,000 dependent on experience.

The Client Banking & Collections Executive opportunity is a dual role, with the Client Banking activities focussing on ensuring the accuracy and efficiency of the month-end billing processes and the Collections activities focussing on collecting different ledgers within different industry types, with key responsibilities including:

  • Carrying out reconciliation of client’s bank statements to the collections system
  • Inputting WIP figures based on commissions in accordance with the agreed fee with the client
  • Month end billing and fixed fee invoices, populating the supporting data as per client requirements and in their templates.
  • Identifying and investigating any discrepancies or irregularities in billing data, working closely with billing and accounting teams to resolve issues promptly.
  • Assisting in developing and implementing efficient billing reconciliation procedures to streamline processes and improve accuracy,
  • Maintaining detailed records of funds being transferred as part of repatriation agreements within the collections process and keeping all supporting documentation for audit and compliance purposes.
  • Generating reports summarizing billing reconciliation findings and recommended actions

Our ideal candidate for the Client Banking & Collections Executive role:

  • Holds qualifications and has past experience in Accounting, Finance, Business Administration, or related fields
  • Has previously held Billing, Accounting, or Finance roles with a focus on reconciliation.
  • Has exposure to diverse reconciliation tasks
  • Intermediate /advanced excel skills
  • Is proficient in Microsoft Office software, including advanced/intermediate Excel skills
  • Has a strong analytical mindset with excellent problem-solving skills and attention to detail.
  • Demonstrates effective communication skills, both verbal and written, with the ability to collaborate across teams.
  • Having some knowledge billing of accounting systems (e.g., Sage QuickBooks, SAP, Oracle) and debtor payment portals, an understanding of Invoice Finance and past Credit Control/Collections experience would be highly beneficial

If you’re interested in the Client Banking & Collections Executive opportunity and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

IFA Administrator

Kind Consultancy is working with a growing Wealth Management firm which is currently seeking 2 IFA Administrators to join them in a full-time, permanent position paying up to £28,000, in their Birmingham offices.

The IFA Administrator position will focus on day to day administration relating to Life, Investment and Pensions, with key responsibilities including:

  • Submission of new on line applications / top ups and processing of paper based applications for life, investment, platform and pensions business
  • Maintaining all trackers and keeping spreadsheets up to date, as required by the Client Services Manager
  • Running comprehensive IO activities for each piece of business
  • Adding fees/ payaways /splits entries to IO
  • Overseeing management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
  • Assisting the Review Team with the preparation of AR’s & PR’s in overflow situations
  • Checking Portfolio Reports prepared by Review Team
  • Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail, fax and letter
  • Preparing Platform withdrawals / fund switches / transactions for approval by Senior CSE or Client Services Manager
  • Producing ad-hoc (non standard) and standard letters in response to customer/provider queries
  • Obtaining life, investment and pension quotations using research tools
  • Presenting quotations to advisers along with relevant data and documents required for the advice to be provided

Our ideal candidate for the IFA Administrator opportunity:

  • Has past experience of administration work within Financial Services (having experience in an IFA firm would be beneficial)
  • Has good IT skills, is a confident user of Microsoft Office products and picks up new software and systems quickly
  • Is a clear communication in both writing and speech, with a professional telephone manner
  • Is a team-player with a positive attitude and a problem-solving approach to work
  • Having some existing knowledge of Financial Services, Insurance and/or Pensions would be beneficial

If you’re interested in the IFA Administrator position, you live in or can commute to Birmingham, and you have the skills and experience we’re looking for, please apply with an updated CV today.

Pensions Complaint Investigator – Contract

Kind Consultancy is working with a governmental body which is currently seeking Pensions Complaint Investigators to join them in a fully remote 12 month contract role. The position initially pays £210 per day via umbrella until the contractor completes a training period, when pay rises to £260.

Key responsibilities of the Pensions Complaint Investigator contract will include:

  • Thoroughly investigating escalated customer complaints relating to pensions and investments
  • Reviewing cases in detail to arrive at fair final decisions
  • Considering at all times the relevant laws, regulations and industry best practices
  • Building a clear understanding of each case, establishing all relevant facts

For the Pensions Complaint Investigator contract, we’re looking for candidates who:

  • Have previous experience of work in a Financial Services environment
  • Have previous experience of Complaints Management relating to pensions advice and private pensions
  • Have excellent problem solving and decision-making skills, with consistently strong attention-to-detail
  • Possess the strong analytical skills needed to provide a balanced analysis of the relevant facts of any given case
  • Demonstrate strong communication and stakeholder management skills
  • Have good knowledge of pension schemes and understanding of pension redress methodology
  • Hold a pensions qualification
  • Have previous experience working in dispute resolution

If you’re interested in the Pensions Complaint Investigator contract and you have the skills, knowledge and experience we’re looking for, please apply with an updated CV today.

Branch Team Leader

Kind Consultancy is working with a well-established Retail Financial Services business which is currently seeking a Branch Team Leader to join them in the East Midlands, to be based in one of their branches in Nottinghamshire or Derbyshire, with occasional travel to other branches as needed. This is a full-time, permanent role paying up to £28,000 dependent on experience.

The Branch Team Leader will be responsible for the overall running of the branch’s delivery of great customer service, the organisations business objectives and compliance with all regulatory responsibilities including conduct rules, with key activities including:

  • Acting as a point of contact and guidance on the day-to-day business operations, customer enquiries, complaints and general customer interactions
  • Ensuring the safeguarding of vulnerable customers by making sure that vulnerability and care needs are proactively identified, recorded and service is tailored appropriately to support the customer’s needs.
  • Completing regular monitoring activity to ensure and evidence compliance with all regulatory and health and safety obligations.
  • Building enduring relationships and working collaboratively with the wider savings teams, branches and other departmental functions. Supporting other team leaders within the branch network, acting as a strong united team.
  • Leading by example including the opening of new accounts, answering telephone calls and achieving sales objectives.
  • Proactively keeping on top of business information providing teams with timely updates on changes and information important to their role, such as controls, process, policy, product and regulation.
  • Encouraging, facilitating, and supporting community engagement activity in the local area.
  • Representing the organisation at local events and business meetings as required.
  • Setting and communicating clear team goals, delegate tasks, allocating resource and set deadlines
  • Supporting personal development of colleagues, identifying training and development needs and providing regular coaching.
  • Carrying out branch colleague appraisals in accordance with the colleague handbook and HR guidance (including monthly 121’s and end of year PDRs).
  • Inspiring and motivating colleagues to achieve business goals providing recognition for high performance and reward or accomplishments.
  • Nurturing a positive and productive organisational culture, building trust through effective feedback and open and honest communication.
  • Listening to colleagues’ feedback, resolving issues of conflict

Our ideal candidate for the Branch Team Leader opportunity:

  • Has previous experience in a Supervisor or Team Leader position, with the ability to lead and motivate people
  • Has a full, clean driving licence and their own vehicle
  • Is passionate about the delivery of excellent Customer Service
  • Has well developed Organisational and Time Management skills
  • Having experience of work within Financial Services or another Regulated Environment would be beneficial as would knowledge of BCOBS and associated Regulations
  • Is educated to GCSE standard or equivalent
  • Is a strong team player, personable and approachable, with excellent communication skills

If you’re based in the East Midlands, have the skills and experience we’re looking for, and are interested in the Branch Team Leader opportunity, please apply with an updated CV today.

Customer Resolutions and Onboarding Team Manager – FTC

Kind Consultancy is working with a sector-leading Motor Finance business which is currently seeking a Customer Resolutions and Onboarding Team Manager for a 12 month fixed term contract opportunity based in their offices in the North West of England, paying up to £60,000.

Reporting to the Director of Operations, the Customer Resolution and Onboarding Team Manager role is responsible for managing and motivating a team of Customer Resolution Associates that handle all complaints for the business and a team of Customer Onboarding associates. Key responsibilities will include:

  • Improving the performance of both departments, driving change, continuous improvement and automation to improve departmental efficiencies and capabilities.
  • Monitoring departmental overall performance and key performance indicators, providing actionable insights and recommendations for continuous improvement.
  • Building and reviewing detailed performance reporting for both operational departments to drive decisions and ensure adherence to the firm’s business strategy.
  • Initiating and driving complex projects to support the strategic development of the departments including system reviews and enhancements, policies and procedures.
  • Providing strong leadership and guidance to the two teams, fostering a culture of high performance, accountability, competence and continuous improvement.
  • Setting clear performance goals and objectives for the teams, regularly reviewing performance, and providing constructive feedback.
  • Driving the performance of the teams to ensure they maximise results, achieve service levels and deliver good customer outcomes in line with KPI’s
  • Training, coaching and developing team members and Team Managers to maximise competence, potential and performance through the sharing of experience and expertise.

Our ideal candidate for the Customer Resolutions and Onboarding Team Manager fixed term contract:

  • Has experience in a Manager role in financial services or a consumer-focused business and a track record of constantly looking for ways to do things better and an excellent understanding and ability of how to successfully implement change.
  • Demonstrates an analytical mindset with the ability to interpret data, spot trends and identify emerging risks.
  • Is confident in liaising with all levels of staff to enable cultivation of strong working relationships will all levels of staff including the Leadership team.
  • Has strong knowledge of Customer Resolution and Onboarding systems
  • Is a self-motivated, persistent, diligent and enthusiastic strategic thinker
  • Demonstrate a strong understanding of the FCA rules, Data Protection and other regulations
  • Is able to understand and interpret regulatory rules and guidance within the UK Regulatory Environment including but not limited to Consumer Duty.
  • Has strong knowledge of the Motor industry and a good understanding of relevant legislation
  • Is IT literate with proficiency with Microsoft Office Suite.

If you have the skills and experience we’re looking for and you’re interested in the Customer Resolutions and Onboarding Team Manager Fixed Term Contract opportunity, please apply with an updated CV today.

Collections Agent

Kind Consultancy is working with a leading Motor Finance business which is currently seeking a Collections Agent to join them in a full-time 6 month contract paying £150 per day via umbrella. The majority of the role will be hybrid with 2 days per week based in the firm’s Surrey office, after a fully office-based training period.

The Collections Agent will pro-actively contact customers that have fallen into arrears and are experiencing financial hardship, with key activities including:

  • Recovering arrears balances through inbound and outbound customer interactions.
  • Consistently demonstrating conversations with customers in line with call structure guidelines and TCF.
  • Where no immediate remedy can be achieved, utilising sound judgemental and questioning skills on “can’t pay” scenarios to agree reduced payment agreements.
  • Where appropriate, issuing notices and repossession activity on motor finance agreements

For the Collections Agent contract opportunity, we’re looking for candidates who:

  • Have previous Collections experience
  • Are able to support vulnerable customers
  • Have excellent communication skills and telephone manner, with the ability to make customers feel heard and understood
  • Having some knowledge of Motor Finance would be beneficial

If you’re interested in the Collections Agent opportunity, are based in or can commute to Surrey and have the skills and experience we’re looking for, please apply with an updated CV today.

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