We Are Hiring!! - Service And Compliance Consultant


Genius Money are recruiting for a Service and Compliance Consultant to join our team in Portsmouth.

Genius Money work with contractors and businesses to provide smarter, compliant models enabling them to payroll their sub-contractors without risk from HMRC investigation. We work on behalf of clients within the construction industry offering a variety of employment solutions such as, compliance protection, labour tracking software, payroll and recruitment.


Job title: Service and Compliance Consultant       

Reports to: Service Director

Location: Portsmouth

Role type: Permanent

Hours: 8.00am-17:30pm Monday to Friday

Salary: £25K- £30K


The role

To ensure that we are fully servicing our Client base in a professional and compliant manner by supporting the Service Director with onboarding new Clients and managing the Clients Portfolio.

Day to day duties

  • Assisting Service Director with onboarding new clients and contractors
  • Receiving worker and site details from Client, chasing where necessary 
  • Attending site to register new workers and explain the Genius Money offering
  • Ensuring all new workers receive welcome emails and texts following first weeks pay
  • Entity checks completed and up to date for every worker
  • Verifying TAX status for all contractors
  • CIS registration
  • Right to work check completed
  • Client Exclusivity contracts completed and uploaded to CRM
  • Support sales efforts by obtaining leads on site for new prospective Clients (targeted)
  • Ensuring all sites are audited and are notified of all new sites being set up
  • Relevant CCO’s created and signed by client
  • Ensuring that the right contractor is attached to the correct CCO
  • Up to date VAT - all clients on 0% and 5% sites are evidenced
  • Support Service Director with organising regular client visits (4 week/quarterly) and 12-month annual health checks
  • Regular communication with Client base via call/email and face to face visits
  • Support payroll team where required
  • Daily validation
  • Daily management of CRM ensuring all communication with clients/contractors is documented
  • Answering calls and assisting Clients/contractors with queries
  • Collate weekly/fortnightly and monthly finishers to the lead gen team
  • Upselling Personal accident cover and TAX returns

Knowledge, Skills & Experience

  • Experience in an administrative role and must be computer-literate
  • Client/Customer facing role
  • Ability to deal and adapt to people at different levels in terms of communication
  • Strong organisational skills, ability to manage time effectively
  • Good numeracy and literacy skills with a keen eye for detail
  • Demonstrates enthusiasm and commitment to the business
  • Planning and organisation is essential
  • Additional Benefits & Details

  • Pension plan
  • Fun, social, vibrant team environment.
  • Free car parking.
  • Free tea & coffee, fruit and cereal bars
  • Clean, efficient & modern working environment

We are looking to recruit for someone to hit the ground running with us here at Genius. If you are looking to work within an innovative and growing organisation, please contact Yasmin at 07340224411.

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