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Financial Services Case Studies: How We've Helped Our Clients
Job Title: Mortgage Adviser
Job Spec: A vacancy existed for an experienced Mortgage Adviser to join an established team to help support the growth of the business. The candidate needed to be CeMAP qualified. The salary band range reflects that they will consider advisers of all experience levels as attitude and skills are more important than length of time in the industry.
Result: 31 shortlisted, 8 CVs submitted, 1 hire!
Estimated Savings: £3,700
Client Challenge: The successful candidate will have strong skills in communication, literacy, analytical abilities, computer skills and the ability to work as part of the team.
Job Title: PMO Manager
Job Spec: A senior role, reporting to the head of systems, managing all activities within the PMO office as well as the Project Management team.
Result: 38 shortlisted and then screened via telephone, 16 CVs then submitted, 2 interviews.
Estimated Savings: £11,000
Client Challenge: We are looking for someone with a proven track record and who has plenty of experience, 10 years+ ideally, in the insurance sector.
CLIENT SERVICES ANALYST
Job Title: Client Services Analyst
Job Spec: A Client Services Analyst is required to join a leading mutual insurance company based in Stevenage. The chosen candidate will; monitor and control all the testing activities and tasks, including the day-to-day management of the existing Client Services Team. They will also be responsible for producing regular status and test reports for dissemination to department heads and the Senior Management Team.
Result: 60 applicants, 20 shortlisted, 14 CVs submitted, Filled.
Estimated Savings: £5,100
Client Challenge: Looking for someone who is highly motivated with a proven track record in a similar role with practical experience of leading and developing service teams. They must be able to manage multiple tasks and consistently meet deadlines.
OPERATIONS & COMPLIANCE DIRECTOR
Job Title: Operations & Compliance Director
Job Spec: A highly motivated Operations & Compliance Director is required to strengthen the senior team at a leading, fast growing, and progressive mid-sized company that provides mortgage services to both consumers and intermediaries.
Result: 110 applicants, 37 shortlisted, 17 CVs submitted, 5 interviewed, 1 hire!
Estimated Savings: £9,100
Client Challenge: Ideally we would like to see a few candidates that have worked in the mortgage industry and have operational experience, have operated and changed processes to improve the mortgage customer experience.