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IFA Client Services Executive
IFA Client Services Executive
Oakley Recruitment
Bromsgrove, Worcestershire
From £30,000 to £36,000 per annum
This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis - They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Youll be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. * Delivering excellent customer service and maintaining strong relationships with advisers, clients, and support teams * Experience within a Financial Services IFA support role - Our client fosters a dynamic and professional culture that is both welcoming and
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Insurance Administrator
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i2i Independent Recruitment Consultancy Ltd
Marle Hill, GL50 3SH
Up to £35,000 per annum
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Mortgage Administrator / Financial Services Client Services Associate
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B2, Birmingham
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If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via . * Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business - This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. * Relationship Management – Work with advisers to e
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iRecruit4 are recruiting for a Sales Administrator within the Sales Order Processing team. Support the external Area Sales Managers with administrative tasks. Carry out general administration duties related to a busy sales department. Previous sales order processing experience is essential. Comfortable in policing sales pricing and discounts. The successful candidate will be responsible for managing the account from initial account setup through to processing orders and maintaining communication with the customer. Employee benefits package - 25 days holiday per year £25,000 per annum - Contributory pension scheme. Company bonus schemes. Childcare vouchers. Cycle to Work scheme. Discounted employee purchase scheme - Process orders from a shared inbox, advising customer
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2+ years of sales experience, especially in field sales or a B2B environment. This isn't just another sales role; it's your chance to thrive in a self-employed, commission-only role where your success is truly in your hands. Plus, we'll equip you with cutting-edge sales tools, expert training, and ongoing support so you can sell with absolute confidence and maximise your earnings. * Comprehensive Training & Support: Whether you're new to the payments industry or a seasoned sales pro, we provide all the product knowledge and sales skills you'll need to hit the ground running and continuously improve. * Global Opportunities for Top Sales Achievers: Consistently hit impressive sales milestones, and you'll earn an exclusi
2+ years of sales experience, especially in field sales or a B2B environment. This isn't just another sales role; it's your chance to thrive in a self-employed, commission-only role where your success is truly in your hands. Plus, we'll equip you with cutting-edge sales tools, expert training, and ongoing support so you can sell with absolute confidence and maximise your earnings. * Comprehensive Training & Support: Whether you're new to the payments industry or a seasoned sales pro, we provide all the product knowledge and sales skills you'll need to hit the ground running and continuously improve. * Global Opportunities for Top Sales Achievers: Consistently hit impressive sales milestones, and you'll earn an exclusi
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iRecruit4 are recruiting for a Sales Administrator within the Sales Order Processing team. The successful candidate will be responsible for managing the account from initial account setup through to processing orders and maintaining communication with the customer. * 25 days holiday per year * £25,000 per annum * Contributory pension scheme. * Company bonus schemes. * Childcare vouchers. * Cycle to Work scheme. * Discounted employee purchase scheme * Process orders from a shared inbox, advising customer of any price discrepancy or stock issue and delivery date. * Ensure customer pricing is up to date on Sage. * Ensure customer information is up to date on Sage and the CRM system. * Take part in product training and keep up to date with new products. * Contribute towards departmental KPIs. * Support the external Area Sales Managers with administrative
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Graduate Sales Executive (Storage / Manufacturing)
Graduate Sales Executive (Storage / Manufacturing)
Ernest Gordon Recruitment
GL50, Cheltenham
£28000 - £30000 per annum + Training + Career Progression
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Finance, Benefit & Debt Advisor
Finance, Benefit & Debt Advisor
Ingeus
GL50, Cheltenham
Up to £16669 per annum + Pension, Life insurance, Health Insurance
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As a Customer Service Advisor, you will provide a professional first point of contact for customers, colleagues and external business partners in order to ensure the delivery of an exceptional customer experience. Role: Customer Service Advisor Candidates with experience or relevant job titles of; Customer Services Administrator, Customer Service Representative, Customer Support, Client Service, Sales Support, Customer Service Consultant, Customer Service Administrator, Business Support, Office Administrator and Administrative will all be considered. * When appropriate, seeks opportunities to add value to the customer and build customer loyalty through the promotion of My Policy products and services. * Establish and communicate high standards of customer service in line with the company's values and culture. * Individuals who have a passion and commitment to providin
As a Customer Service Advisor, you will provide a professional first point of contact for customers, colleagues and external business partners in order to ensure the delivery of an exceptional customer experience. Role: Customer Service Advisor Candidates with experience or relevant job titles of; Customer Services Administrator, Customer Service Representative, Customer Support, Client Service, Sales Support, Customer Service Consultant, Customer Service Administrator, Business Support, Office Administrator and Administrative will all be considered. * When appropriate, seeks opportunities to add value to the customer and build customer loyalty through the promotion of My Policy products and services. * Establish and communicate high standards of customer service in line with the company's values and culture. * Individuals who have a passion and commitment to providin
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Sales Executive
Sales Executive
Swindale Parks Recruitment
Charford, B60
£25,000 basic salary plus attractive commission package
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Our client, a long established & expanding media company, part of a larger Group, is seeking a Sales Executive to further strengthen their Worcestershire sales team. We are looking for a highly self-motivated sales professional who is hard-working, ambitious and target focused. If you already have media sales experience this could be an advantage, although full training will be provided to the successful candidate. £25,000 basic salary plus attractive commission package - Working out of their Bromsgrove office, the successful candidate will be responsible for achieving agreed display and online advertisement targets and further ensuring that all advertising copy meets the production schedule. Ensuring that signed order confirmations are received and accurately checked before progressing advertising co
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Oakley Recruitment
Bromsgrove, Worcestershire
£26,000 per annum
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Area Sales Manager
Area Sales Manager
Sales Recruit UK
Lee Bank, B1 1AA
From £35,000 to £40,000 per annum Company Car, Bonus, Full Benefits
We recruit at all levels from internal sales, sales executive, sales engineer, area sales manager, territory sales manager, business development manager, regional sales manager, national sales manager and sales director. Were hiring an Area Sales Manager to grow a high-performing RTD portfoliofrom market leaders to fast-moving new launchesacross independent retailers, symbol groups and wholesalers. Youll be treated like an adult and trusted to run your area like your own business: real autonomy, clear targets, and the tools to win. * FMCG field sales experience across independents/symbol/wholesale (drinks or RTD preferred). Sales Recr
We recruit at all levels from internal sales, sales executive, sales engineer, area sales manager, territory sales manager, business development manager, regional sales manager, national sales manager and sales director. Were hiring an Area Sales Manager to grow a high-performing RTD portfoliofrom market leaders to fast-moving new launchesacross independent retailers, symbol groups and wholesalers. Youll be treated like an adult and trusted to run your area like your own business: real autonomy, clear targets, and the tools to win. * FMCG field sales experience across independents/symbol/wholesale (drinks or RTD preferred). Sales Recr
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JoinMarleyWhereYourCareerCanTrulyTakeShape! Location:Cheltenham|Role:ClaimsSpecialist| Areyoureadytobepartofafriendly,forward-thinkingteamthatsreshapingthefutureofclaimshandlingintheUKhousingsector? AtMarley,werenotjustanotherinsurancecompany,wereagrowingbusinessatthecuttingedgeofStructuralWarrantyInsurance,helpinghomeownersandinsurersnavigatethecomplexitiesofpropertydefectswithconfidenceandcare. AbouttheRole - AsournewClaimsSpecialist,youllbethereassuringvoiceandexpertguideforhomeownersmakingclaimsontheirnew-buildwarranties. BasedinourCheltenhamoffice,youllmanageclaimsfromstarttofinishwhetheritsasinglehomeowneroramanagingagentrepresentingawholeblockofflats. Thesearentyourtypicalfireorfloodclaimstheyremorenuanced,alwaysinteresting,andrequireabitofbuildingknow-how(dontworry,wellhelpyoubuildthatknowledge!). Whatmattersmostisyourcommitmenttoexceptionalcustomerserviceandy
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Commercial Account Executive
Commercial Account Executive
Cavendish Maine
GL50, Cheltenham
Up to £60,000 per annum + Excellent Benefits
This is an exciting opportunity for a commercial insurance professional either someone who has experience as an Account Executive, or perhaps an experienced Account Handler ready for that first Account Executive role to take ownership of a significant book of long-standing clients. These businesses span cross-class commercial risks and are located across the Midlands region. * A confident, commercially minded insurance professional with cross-class commercial knowledge - Are you ready to step up into a client-facing role, inherit a loyal and well-maintained client book, and work with some of the most respected people in the broking profession? What makes this role stand out? * You wont be starting from scratch this is not a cold-start
This is an exciting opportunity for a commercial insurance professional either someone who has experience as an Account Executive, or perhaps an experienced Account Handler ready for that first Account Executive role to take ownership of a significant book of long-standing clients. These businesses span cross-class commercial risks and are located across the Midlands region. * A confident, commercially minded insurance professional with cross-class commercial knowledge - Are you ready to step up into a client-facing role, inherit a loyal and well-maintained client book, and work with some of the most respected people in the broking profession? What makes this role stand out? * You wont be starting from scratch this is not a cold-start
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Financial Services Administrator , Wealth Planning , Birmingham
Financial Services Administrator , Wealth Planning , Birmingham
JJ Search Ltd
B2, Birmingham
From £25,000 to £30,000 per annum 25-30K (plus bonus and benefits)
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedin Birmingham - ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance). Someexperienceworkingwithclientsystemswouldbeuseful. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvit
OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation-witharegionalofficebasedin Birmingham - ThisisafantasticopportunityforanindividualwhohassomeofficeAdministrationorClientServicesAdministrationexperiencewhoiskeentopursueaclientadministrativerolewithintheFinancialServicessector-aWealthManagementcompany. TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinTeamAdministration,(thiscanbefromAssetManagement,PrivateWealth,InvestmentBanking,ProfessionalServices,Insurance). Someexperienceworkingwithclientsystemswouldbeuseful. TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning. TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvit
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As a Money Adviser, youll provide tailored, specialist money advice to clients. Were now looking for Money Advisers?to join our? Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. Please send us your CV and a short cover letter (max 500 words) outlining how you meet the criteria in the job description and why you would be a great Money Adviser. National Debtline is an award-winning free debt advice service run by the Money Advice Trust, an independent charity founded in 1991 to help people across the UK to tackle their debts and manage their money with confidence. At Money Advice Trust, were passionate about making a positive difference.
As a Money Adviser, youll provide tailored, specialist money advice to clients. Were now looking for Money Advisers?to join our? Training to become a Money Adviser is challenging and also staying up to date with new legislation in this arena is important, therefore you need to be willing to manage your own development during and outside working hours. Please send us your CV and a short cover letter (max 500 words) outlining how you meet the criteria in the job description and why you would be a great Money Adviser. National Debtline is an award-winning free debt advice service run by the Money Advice Trust, an independent charity founded in 1991 to help people across the UK to tackle their debts and manage their money with confidence. At Money Advice Trust, were passionate about making a positive difference.
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Are you an experienced Mortgage Advisor looking to take your career to the next level with a reputable firm? * Proven experience as a Mortgage Advisor, ideally with whole-of-market or multi-lender exposure. We're looking for a driven and customer-focused individual to join our clients mortgage team in Birmingham, offering a fantastic opportunity to earn uncapped commission with a realistic OTE of £75,000+. * Provide expert mortgage and protection advice tailored to individual client needs. * Guide clients through the full mortgage process, from initial consultation to completion. * Maintain up-to-date knowledge of the mortgage market, lenders, and compliance regulations. * Strong understanding of mortgage products and current industry regulations. Up
Are you an experienced Mortgage Advisor looking to take your career to the next level with a reputable firm? * Proven experience as a Mortgage Advisor, ideally with whole-of-market or multi-lender exposure. We're looking for a driven and customer-focused individual to join our clients mortgage team in Birmingham, offering a fantastic opportunity to earn uncapped commission with a realistic OTE of £75,000+. * Provide expert mortgage and protection advice tailored to individual client needs. * Guide clients through the full mortgage process, from initial consultation to completion. * Maintain up-to-date knowledge of the mortgage market, lenders, and compliance regulations. * Strong understanding of mortgage products and current industry regulations. Up
New Business Executive – Commercial Insurance
New Business Executive – Commercial Insurance
Cavendish Maine
Fairview, GL50
From £34,000 to £40,000 per annum
A leading Commercial Insurance Broker is looking for a driven, sales focused Client Executive to join their Public Sector New Business team. This is your chance to work with a forward-thinking insurance brokerage thats reshaping how clients experience commercial insurance one conversation at a time. Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership. * Prospect, pitch, and close new business opportunities with confidence. * Build lasting relationships with new and existing clients. * Previous experience in
A leading Commercial Insurance Broker is looking for a driven, sales focused Client Executive to join their Public Sector New Business team. This is your chance to work with a forward-thinking insurance brokerage thats reshaping how clients experience commercial insurance one conversation at a time. Your days will be varied and rewarding from uncovering new leads and presenting bespoke insurance solutions, to meeting clients face-to-face and celebrating the wins that come from true partnership. * Prospect, pitch, and close new business opportunities with confidence. * Build lasting relationships with new and existing clients. * Previous experience in