 |
| Job Title |
|
PA TO MD |
| Salary/rate |
|
£24000/annum |
| Location |
|
Exeter, South West |
| Job Number |
|
126234930 |
| Posted |
|
09/02/2012 (13:14) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
PERSONAL ASSISTANT TO MANAGING PURPOSE OF THE ROLE
Working as PA to the Managing Director, duties encompass a full confidential and personal P.A.
role involving secretarial support; organising international travel, meetings, accommodation and
hospitality; co-ordinating staff social events and taking minutes at Board Meetings.
MAIN RESPONSIBILITIES:
* Sourcing and arranging most cost effective travel and accommodation (domestic and
international), booking hire cars for the MD, other Directors and, if needed, the Purchasing
Team, sometimes necessitating the application for visas.
* Construction and typing of all kinds of communication, e.g. letters, reports, spreadsheets,
graphs, presentations, faxes.
* Diary management, organising meetings, events etc.
* Effectively dealing with mail, using initiative to prioritise and deal with accordingly.
* Prioritising and screening incoming calls for the MD and dealing with general enquiries.
* Taking meeting minutes etc. and delivering completed minutes to attendees in a timely manner
after the meeting (within one to two days).
* Reporting proactively to the MD with proposals for action rather than waiting on instructions.
* Organisation of social and charitable fundraising events.
* Confidentially providing personal administration support for the MD and his family.
These are the main functions of the job but the incumbent may be required to carry out other duties
as may be reasonably required to meet the demands of the business.
PERSON SPECIFICATION:
To succeed in this role the person needs to:
* have at least five years executive PA experience;
* be able to act autonomously, not requiring rigid boundaries or structures to work within, with
the ability to manage own time and adept at organising and prioritising tasks;
* possess excellent IT skills, (Word ? advanced, Excel ? minimum intermediate, Outlook,
Access an advantage but not essential, proficient use of the Internet - especially for travel
planning);
* be able to efficiently take minutes;
* be a good all round team player who is happy to work at all levels from pro-active coordination
with Directors to responding to queries from staff;
* demonstrate proactivity and enthusiasm;
* be able to act on their own initiative;
* have the confidence to act and react quickly and efficiently to various situations without
getting flustered;
* have a strong desire to complete projects on time and within set budgets;
* able to demonstrate a high level of numeracy and literacy, possessing excellent verbal and
written communication and letter-writing skills;
* be quick thinking and logical in their approach to work;
* be industrious, thoughtful and discreet;
* ideally be qualified to degree level, or at least have gained excellent A? levels;
* possess good geographical knowledge (domestic and foreign) with significant experience of
travel planning;
* must be able to drive a car and hold a full (ideally clean) driving licence.
The following would be advantageous:
* An interest in horses.
* Experience of travelling (possibly a gap year of travel).
REMUNERATION AND BENEFITS
We offer a competitive salary and benefits including a bonus, contributory pension scheme, staff
discounts, childcare vouchers, accident insurance and death in service cover. In addition, there is
structured training and the potential for career progression within our rapidly growing dynamic
company.
For further information Contact Di on 01823 250025
We are acting as an employment agency in relation to the above position..
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
Legal Secretary |
| Salary/rate |
|
£8.50/hour 8.50 per hour |
| Location |
|
Dorchester, South West |
| Job Number |
|
114151656 |
| Posted |
|
08/02/2012 (14:50) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are looking for temporary Legal Secretary ad hoc for our client in Dorchester due to sickness and holidays
This role will involve working within Private Client and also covering reception.
Legal experience, and fast accurate typing speeds are essential for this role
IT skills are also essential
£8.50 per hour Plus holiday pay.
We are acting as an employment business in relation to this vacancy.
|
| Job Type |
|
Temporary |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
Accounts/Office Clerk |
| Salary/rate |
|
£16000/annum c.16K + Benefits |
| Location |
|
Langport, South West |
| Job Number |
|
126234648 |
| Posted |
|
07/02/2012 (17:07) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are looking to recruit a Office and Accounts Clerk for our client just outside of Lang port
The main duties of the role will include:
Entering purchase invoices
Inputting data and orders
Keeping up to date with the VAT returns
Keeping up to date with the office filing and general admin
Using SAGE to enter information.
This company has 3 separate businesses so you would be doing accounts and admin for these businesses
Knowledge of SAGE is essential and good IT skills is also essential
Experience within a busy office environment is essential
Hours 9-5 Flexible on lunch times
Weekly pay
Parking
Statutory holiday
Salary c.16K
We are acting as an employment agency for this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
asap |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Internal Sales Executive |
| Location |
|
Bridport, Dorset |
| Job Number |
|
118433929 |
| Posted |
|
06/02/2012 (13:55) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are recruiting for an Internal Sales Executive for our client near Bridport.
This role will be working in a small team of Sales Executives working for a company employing around 70 staff. They have a very good reputation and are very busy.
This role will involve dealing with customer calling in to the company and taking down technical details of what they are looking for.
Preparing Quotes and with this you will need to liaising with other departments within the company in including Quality, Engineering and Project Managers to get the exact details for pricing.
Selling the advantages of the product in a more technical manner - this is not a role where you are selling it because it 'cheaper' than the others, it is selling the product because of its unique qualities.
Following up quotes and calling customers back to make sure they have them.
Discussing whether the quote is to their satisfaction, what else they have been quoted etc.
Giving customers solutions
This role requires somebody who has got knowledge or has worked with similar products, mainly either pumps or valves. It is essential to have worked with a similar product to this, as the customers will require you to know the products and give technical information.
This is a challenging roles and so a proactive approach to this role is also essential
Salary 22k-25K Good company benefits including 25 days holiday plus bank holiday. Parking, Death in Service, Share Incentive Scheme.
We are acting as an employment agency in relation to this role.
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
Accounts Clerk |
| Salary/rate |
|
£18000/annum 18K - Pro Rata |
| Location |
|
Cheddar, South West |
| Job Number |
|
101334302 |
| Posted |
|
06/02/2012 (10:02) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are recruiting for an Accounts Clerk/Credit Controller on a part time basis for our clients in Cheddar.
The main duties of the role will include:
Daily Bookkeeping
Bank Reconciliations
VAT Returns
Processing import documents
Processing supplier invoices and payments
Credit Control
Following up on Customer references and setting credit limits
Reconciliation of Credit card payments
Managing employee time sheets
Keeping good files
Accuracy and good IT skills is essential
Knowledge of SAGE Accounting
Organisational skills with good attention to detail
We are acting as an employment agency in relation to this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Administrator - Financial Services |
| Salary/rate |
|
£18000/annum c.18K DOE |
| Location |
|
Yeovil, South West |
| Job Number |
|
101294863 |
| Posted |
|
03/02/2012 (16:47) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are looking to recruit for a Financial Administrator for our client in Yeovil.
The main aspect of the role will include providing administration support to the clients consultants and para planners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Advisor Office) and processing new business applications
The successful candidate will join the clients highly motivated team to help contribute to the efficiency and high performance, of the team by prioritising and managing the workload and delivering on time.
Key duties include:
Confirming client appointments by letter and enclosing relevant compliance documents
Preparing meeting packs for clients
Preparing Investment summaries, ensuing all data is up to date and accurate
Processing client authority letters and obtaining detailed policy information
Processing new business applications through to completion
Dealing with client and product provide queries
You will ideally be working towards the CFP
Experience within an Administration department is essential and ideally within a Financial Services environment
Excellent organisational and interpersonal skills are essential
Experience of 1st software is also advantageous and have an ability to multitask and manage workloads efficiently
Salary c.18K DOE
We are acting as an employment agency in relation to this vacancy
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Assistant Accountant |
| Salary/rate |
|
£18000 - £25000/annum 18K-25K + Benefits |
| Location |
|
Axminster, South West |
| Job Number |
|
128203534 |
| Posted |
|
03/02/2012 (10:38) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are looking to recruit an Assistant Accountant for our clients just outside of Axminster
The main duties of the role include:
Financial and budgetary analysis
Quarterly VAT returns
Monthly balance sheet reconciliations of sales, purchase and nominal ledger
check nominal ledger posting
Daily cash flow, bank reconciliation, and bank payments
Monthly journals, stock, suspense, grant
Prepayments and accruals and monthly journals
Checking nominal ledger and updating budget/forecast
Daily sage checks, prove ledger balance
Any other duties supporting the finance team
Salary 18K-25K depending on skills and experience
Full time position 8:30-5 Mon-Fri
Parking
We are acting as an employment agency in relation to this vacancy
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Tax Manager |
| Salary/rate |
|
£35000 - £45000/annum 35K-45K + Benefits |
| Location |
|
Bridport, Dorset |
| Job Number |
|
101333976 |
| Posted |
|
03/02/2012 (08:48) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are recruiting for a Tax Manager for our client, an Accountancy Practice in Bridport.
For this role you will need to have excellent tax knowledge, be an experienced client manager, be fully qualified or equivalent and have the ability to take the firm forward and be able to network and represent the firm.
This role will primarily tax based but accounts work is an option (corporate or non- corporate) and this role has the option of the successful candidate being able to become a partner long term, so there must be an interest in this.
My client will consider full or part time applicants for this vacancy
Salary 35K-45K depending on skills and experience.
We are acting as an employment agency in relation to this vacancy
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Chef |
| Salary/rate |
|
£18000 - £24000/annum |
| Location |
|
Sherborne Outskirts, Dorset |
| Job Number |
|
105161610 |
| Posted |
|
02/02/2012 (17:09) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Our client is a food led award winning pub near Sherborne in Dorset. They are looking to recruit a Head Chef to join their team.
They seat and feed a maximum of 65 on weekend nights and in summer months extending numbers from the large garden.
They do summer weddings and events in marquees in the garden and hope to complete 3 bed and breakfast rooms for this summer.
They change the menu on a weekly basic with seasonal local stock. Both lunch and dinner menus are creative.The successful chef will need to be able to maintain a good GP and tight stock control.
For more information or to apply please contact Lucy at the Taunton. Live in is available for this role. We are a recruitment agency acting on behalf of our client for this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Group Personal Pension Administrator |
| Salary/rate |
|
£15000 - £18000/annum 15K-18K |
| Location |
|
Yeovil, South West |
| Job Number |
|
126234203 |
| Posted |
|
02/02/2012 (16:38) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Our client, a leading IFA based in the South West is currently seeking a pension administrator
My client is seeking a self motivated and proactive candidate to work in their pension team alongside the Financial Planners to manage new and existing group pensions schemes.
The main responsibilities include:
General administration which includes change of member details, annual reviews
Setting up new GPP schemes. Preparing client packs for new and existing schemes. Liaising with scheme providers, employers and employees. Generating fees and invoices. Confidently communicate with clients by post, email and telephone. Effectively manage workloads, meet deadlines and adhere to service standards.
The ideal candidate will be highly motivated, contribute to the efficiency and high performance of the team. You will need to have experience of working in an administration environment, ideally gained in pensions or financial planning arena, have excellent organisational and interpersonal skills.
We are acting as an employment agency in relation to this vacancy
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Production/ Prototype Wireperson |
| Location |
|
Poole, Dorset |
| Job Number |
|
107743911 |
| Posted |
|
02/02/2012 (15:45) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Our client is a growing and successful organisation located in Poole. Due to their continued success they are seeking an experienced wireperson to join their team within their busy Drawing Office.
Due to increasing workload we are seeking a Production/Prototype Wireperson.
You will have a proven track record of assembly and wiring of normal batch production equipment and related processes. Working with building and assembling PCBs, including prototypes from verbal or written instructions, sketches, working drawings or samples, working to IPC610.
Candidate will need to be efficient, self motivated and capable of working unsupervised. For more information or to apply please contact Lucy at the Taunton office. We are a recruitment agency acting on behalf of our client for this vacancy
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
ELECTRO/MECHANICAL DESIGN DRAUGHTSPERSON |
| Location |
|
Poole, Dorset |
| Job Number |
|
107743888 |
| Posted |
|
02/02/2012 (15:16) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Our client is a growing and successful organisation located in Poole. Due to their continued success they are seeking an experienced design draughtsperson to join their team within their busy Drawing Office.
The office is engaged in support and design of new projects for the supply/installation of defence related Marine, Naval and Met Systems.
This position requires a proven record of experience in a similar industrial environment with particular experience in Drawing Office practices. Current use of AutoCAD and SolidWorks with knowledge of defence and naval standards desirable, together with a working knowledge of Geometric Tolerancing and BS58888 drawing procedures.
The preferred candidate will have a flexible attitude to work, including design, detailing, MRP systems, with experience of wiring schedules, change notes etc, ability to use office applications (Word, Excel, Publisher, Access) needed.
Candidate will need to be efficient, self motivated and capable of working unsupervised. For more information or to apply please contact Lucy at the Taunton office. We are a recruitment agency acting on behalf of our client for this vacancy.
Due to the nature of the clients work all successful applicants will need to be security cleared and also be able to prove they have been resident in the UK for the past 3 years.
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
Fundraiser |
| Salary/rate |
|
£10000/annum 10K |
| Location |
|
Chard, South West |
| Job Number |
|
106115923 |
| Posted |
|
02/02/2012 (14:57) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
WE are recruiting for a Fundraising/PR and Marketing Assistant for our clients just outside of Chard.
The ideal candidate for this role should have a background within Events, Marketing, PR and fundraising and will have a flair for events and localised fund raising activities,
Salary will be 10K based on 28 hours.
Parking available on site, and you will need to flexible being able to work weekends.
We are acting as an employment agency in relation to this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
French Speaking Service Engineer |
| Salary/rate |
|
£20000/annum negotiable |
| Location |
|
Bridgwater , Somerset |
| Job Number |
|
107743844 |
| Posted |
|
02/02/2012 (14:37) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Our client is a growing company on the outskirts of Bridgwater. Due to their continued success they are now seeking a French speaking engineer to join them.
The role will involve servicing equipment and also assisting with up selling of other products. Candidates will ideally have some experience within engineering and a practical approach. Full product training will be given. However it is essential that the candidate is a fluent french speaker as the role will involve travel to regular travel and work in France.
For more information or to apply please contact Lucy at the Taunton office. We are a recruitment agency working on behalf of our client for this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Marketing Co-ordinator |
| Salary/rate |
|
£20000 - £25000/annum |
| Location |
|
Exeter, South West |
| Job Number |
|
129156406 |
| Posted |
|
02/02/2012 (11:24) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Marketing Co-odinator required for well established company in Exeter
Reporting to the Marketing Manager, you will support the Marketing Manager to successfully deliver a variety of projects to time and budget. Working within a large marketing team, this hands-on role will involve a range of duties and the ability to work on multiple projects at any one time.
JOB DESCRIPTION
In particular, the role will entail:
Complete or partial project management of new or revised marketing collateral such as brochures, newsletters, price lists, POS etc for domestic and foreign retailers.
Involving aspects of copywriting, proof reading and print.
Liaise with external suppliers.
Help administer and develop the existing CRM database of fireplace retailers to maintain accuracy of information and relevance to potential marketing activity.
Complete regular dealer communications (using CRM data) and the creation of newsletters, EMS, clearance lists, CDs, DVDs etc, as appropriate.
Aid in the organisation of any exhibitions, whether UK or overseas.
Provide overseas distributors with the photography, artwork, DVDs and other materials they need.
Work on expanding existing instruction and marketing videos.
Producing new or updated copy for our extensive range of brochures both in the UK and export markets.
Working on creating good written copy for regular retailer communication via both direct mail and EMS.
All aspects of proof reading and the maintenance of information accuracy across brochures, letters, price lists and point of sale.
PERSONAL SPECIFICATON
Candidates should possess:
Education to A level or preferably Degree level
Experience in a marketing environment
Excellent copywriting skills.
Experience of utilising a CRM system
Experience of online marketing communications techniques
Experience of design and print projects
Extensive skills using Microsoft Word, Access, Excel and Outlook, with a knowledge of Photoshop, PowerPoint and Sage being an advantage
Dynamic, creative, ?hands-on' approach
Ability to comprehend quickly new technologies and software
Pro-active and responsive to generate new opportunities
Excellent organisational and time management skills
Excellent interpersonal skills complemented by the enthusiastic attitude required of a team player
Excellent salary including benefits package free parking.
For further information contact Di at the Recruitment Network on 01823 250025.
We are acting as an employment agency in relation to the above position
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
|
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
Registered Mental Nurse |
| Salary/rate |
|
£20000 - £26000/annum |
| Location |
|
Barnstaple, Devon |
| Job Number |
|
120249079 |
| Posted |
|
01/02/2012 (11:02) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
My client in North Devon is looking for a qualified Registered Mental Nurse (RMN) for a permanent role in a state of the art nursing home. The role includes shifts and weekends and would suit someone who is looking to progress their career in a forward thinking care company.
Salary negotiable to £26k depending on level of skills and qualifications.
We are acting as a Recruitment Agency in relation to this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
N/A |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
| Job Title |
|
GP Surgery Practice Nurse |
| Salary/rate |
|
£6972 - £8320/annum |
| Location |
|
Taunton, Somerset |
| Job Number |
|
120249085 |
| Posted |
|
01/02/2012 (11:01) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
My client, a GP surgery in Taunton is looking for a Practice Nurse or Health Care Assistant with a background in a similar role.
The successful candidate will be responsible for (and have experience of) taking blood, bandages, assisting with minor procedures etc.
15 to 16 hours per week - no weekends, though you must be flexible with week time hours.
We are acting as a recruitment agency in relation to this vacancy.
|
| Job Type |
|
Part Time |
| Contract Length |
|
N/A |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Business Development Executive |
| Salary/rate |
|
£18000 - £20000/annum 18K-20K + OTE |
| Location |
|
Ilminster, South West |
| Job Number |
|
113571447 |
| Posted |
|
01/02/2012 (10:02) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are recruiting for a Business Development Executive for our successful and busy client in Ilminster.
This role will involve opening new accounts with clients to subscribe, using their extensive database and directories to work on including some warm prospects
This role will ultimately be new business focused, calling a range of new clients that suit the services that the client provide speaking to company owners etc
The successful applicant will be supplying on-line subscriptions to event companies and venues to promote services
This role will primarily be office based, but will involves some travel to appointments and exhibitions
Ideal candidate should have proactive outbound calling experience and ideally have some face to face experience aswell.
Working to targets and motivated to hitting targets, be a team player and bee good with IT.
15K-18K plus commission OTE 25K-30K in the first year
Parking
We are acting as an employment agency in relation to this vacancy
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Mortgage Consultant |
| Salary/rate |
|
£14000 - £18000/annum 14K-18K |
| Location |
|
Christchurch, Dorset |
| Job Number |
|
118407192 |
| Posted |
|
01/02/2012 (09:54) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
We are recruiting for a Mortgage Consultant for our busy estate agents in Poole.
The main duties of the role will include:
Ensuring all relevant documentation is to hand prior to customer meetings
Identifying customer requirements and complete mortgage questionnaires
Identifying product lenders from Panel
Provide customer with details of all relevant products, including non regulated products which match their requirements, ensuring the use of key facts illustrations
Record advice and recommendation within the appropriate section of the Mortgage Questionnaire
Double check that any contracts offered fit within affordability calculations as prescribed by the company and mortgage lenders,
All relevant administration supporting the mortgage team
Be aware of all compliance issues surrounding the mortgage business
Experience is not necessary for this role, although knowledge of Financial Services, Estate Agency or Mortgages is advantageous
CeMAP qualification or equivalent is essential.
14K-18K DOE
We are acting as an employment agency in respect of this vacancy.
|
| Job Type |
|
Permanent |
| Contract Length |
|
Permanent |
| Start Date |
|
ASAP |
| Contact Details |
|
 |
|
|
|
|
 |
| Job Title |
|
Financial Planner |
| Location |
|
Yeovil, South West |
| Job Number |
|
101309776 |
| Posted |
|
01/02/2012 (09:54) |
| Agency/Employer |
|
The Recruitment Network |
Description
|
|
Our progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior advisor with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.
You will be expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs. You should be committed to providing quality advice and solutions through knowledge of UK financial products and services, so clients can manage their affairs in the most effective way.
You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.
Key responsibilities:
Setting up meetings with clients
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
Qualifications and skills:
IFA desirable and FPC qualified
Competent advisor status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexible
We are acting as an employment agency in respect of this vacancy
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Permanent |
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Permanent |
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ASAP |
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