Credit Controller / Accounts Assistant Part-time role (16 hours per week) Farnborough My client is recruiting to expand their accounts team. This is a key role within a growing and dynamic business with an impressive client base, including high-end brands, luxury venues and well-known individuals. Supporting the finance department, you will be responsible for managing the credit control function and sales ledger invoicing, alongside other accounting tasks as required by the finance team and senior management. Duties will include: Contacting customers to chase overdue invoices Liaising with the sales team to resolve invoice queries Processing all sales invoices in Xero, ensuring correct coding and emailing to customers Sending customer account statements at month end Setting up new customer accounts and carrying out credit checks Taking card payments over the phone Preparing weekly credit control reports Maintaining accurate and up-to-date customer records in Xero Supporting the finance team, including holiday cover Skills required: Previous credit control experience Excellent communication skills to build strong customer relationships High attention to detail and numerical accuracy Xero experience desirable (full training provided) Good working knowledge of Excel / Google Sheets
Jan 13, 2026
Full time
Credit Controller / Accounts Assistant Part-time role (16 hours per week) Farnborough My client is recruiting to expand their accounts team. This is a key role within a growing and dynamic business with an impressive client base, including high-end brands, luxury venues and well-known individuals. Supporting the finance department, you will be responsible for managing the credit control function and sales ledger invoicing, alongside other accounting tasks as required by the finance team and senior management. Duties will include: Contacting customers to chase overdue invoices Liaising with the sales team to resolve invoice queries Processing all sales invoices in Xero, ensuring correct coding and emailing to customers Sending customer account statements at month end Setting up new customer accounts and carrying out credit checks Taking card payments over the phone Preparing weekly credit control reports Maintaining accurate and up-to-date customer records in Xero Supporting the finance team, including holiday cover Skills required: Previous credit control experience Excellent communication skills to build strong customer relationships High attention to detail and numerical accuracy Xero experience desirable (full training provided) Good working knowledge of Excel / Google Sheets
Sales Team Manager Location: Ascot Salary: Competitive + Commission + Car Allowance My client, a global leader in specialist visual display and imaging solutions, is seeking an experienced Sales Team Manager to join their business. This role will be responsible for leading, inspiring, and developing the sales team to drive profitable growth and deliver exceptional customer engagement click apply for full job details
Jan 11, 2026
Full time
Sales Team Manager Location: Ascot Salary: Competitive + Commission + Car Allowance My client, a global leader in specialist visual display and imaging solutions, is seeking an experienced Sales Team Manager to join their business. This role will be responsible for leading, inspiring, and developing the sales team to drive profitable growth and deliver exceptional customer engagement click apply for full job details
IFA Administrator / Financial Planning Administrator Wokingham £30,000 - £35,000 FULL TIME OR PART TIME HOURS 37.5 hours per week or 20-30 hours My client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR Commit to continuous personal development. Assist and work collaboratively with other members of the Administration and Paraplanning team. On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms. Experience & Qualifications A minimum of 1 years experience within the financial services industry. Experience using iO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.
Jan 08, 2026
Full time
IFA Administrator / Financial Planning Administrator Wokingham £30,000 - £35,000 FULL TIME OR PART TIME HOURS 37.5 hours per week or 20-30 hours My client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Comply with internal and FCA compliance policies and procedures, ensuring all client data and information remain confidential and compliant e.g., AML & GDPR Commit to continuous personal development. Assist and work collaboratively with other members of the Administration and Paraplanning team. On a day-to-day basis you may be required to peer review colleague work, which could include new applications, written correspondence, and technical fund switches on provider platforms. Experience & Qualifications A minimum of 1 years experience within the financial services industry. Experience using iO is desired, but not essential. Strong technical knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. A very high attention to detail and accuracy is also essential. Demonstratable experience delivering the highest level of service to clients. Excellent IT skills and proficiency on Microsoft Office packages, with an intermediate knowledge of Excel. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements. Industry qualifications are desired, but not essential.
Mortgage Administrator Location : Camberley Salary : £28-34,000 Hours of Work : 8.45am-17.15pm Monday to Friday My client who have over 20 years of experience working within Mortgages are looking for an Administrator to join their team. We are looking for candidates who have got experience working within Financial Services or Mortgages. We are looking for candidates who have got strong administrative skills and excellent attention to detail. Daily Duties Processing client applications Managing communication with lenders Ensuring accurate and timely completion of documentation, and maintaining client records. Providing administrative support to the mortgage advisors Tracking application progress Assisting in customer service tasks to deliver a high level of client satisfaction. Qualifications Strong organizational and administrative skills, including attention to detail and time management Proficiency in communication and interpersonal skills to liaise effectively with clients and lenders Experience of mortgage products, protection solutions, and the financial services industry Proficiency with relevant office software and the ability to adapt to new technologies Customer service experience, with a focus on professionalism and client satisfaction Ability to work effectively in a collaborative, on-site environment Experience within the financial or mortgage industry is an advantage Benefits Bonus Scheme Parking Permit
Jan 08, 2026
Seasonal
Mortgage Administrator Location : Camberley Salary : £28-34,000 Hours of Work : 8.45am-17.15pm Monday to Friday My client who have over 20 years of experience working within Mortgages are looking for an Administrator to join their team. We are looking for candidates who have got experience working within Financial Services or Mortgages. We are looking for candidates who have got strong administrative skills and excellent attention to detail. Daily Duties Processing client applications Managing communication with lenders Ensuring accurate and timely completion of documentation, and maintaining client records. Providing administrative support to the mortgage advisors Tracking application progress Assisting in customer service tasks to deliver a high level of client satisfaction. Qualifications Strong organizational and administrative skills, including attention to detail and time management Proficiency in communication and interpersonal skills to liaise effectively with clients and lenders Experience of mortgage products, protection solutions, and the financial services industry Proficiency with relevant office software and the ability to adapt to new technologies Customer service experience, with a focus on professionalism and client satisfaction Ability to work effectively in a collaborative, on-site environment Experience within the financial or mortgage industry is an advantage Benefits Bonus Scheme Parking Permit
Customer Service Representative Wokingham Pay Rate: £14ph Monday Friday, 9am 5pm (office-based) Type: Temp to Perm This role is the first point of contact for customers, providing professional and efficient support across enquiries related to products, orders, payments, and accounts. Key Responsibilities Respond to customer enquiries via phone, email, live chat, and social media Process and manage customer orders from placement to completion Support digital gift card purchases and troubleshooting Resolve order, payment, and delivery issues, escalating where required Maintain accurate records using CRM and order management systems Identify opportunities to improve customer experience and processes
Jan 07, 2026
Full time
Customer Service Representative Wokingham Pay Rate: £14ph Monday Friday, 9am 5pm (office-based) Type: Temp to Perm This role is the first point of contact for customers, providing professional and efficient support across enquiries related to products, orders, payments, and accounts. Key Responsibilities Respond to customer enquiries via phone, email, live chat, and social media Process and manage customer orders from placement to completion Support digital gift card purchases and troubleshooting Resolve order, payment, and delivery issues, escalating where required Maintain accurate records using CRM and order management systems Identify opportunities to improve customer experience and processes
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
Oct 08, 2025
Full time
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
Part or Full Time Business Development Consultant Location : Camberley Salary : Up to 25,000 - 35,000 pro rata + Commission Benefits : Uncapped Commission, Team Incentives, Birthday Voucher Are you currently working long hours as an estate agent, recruitment consultant or business development executive, and looking for a role in which you can transfer your current skills, and better manage your work life balance? Are you an experienced Business Development Consultant who thrives in New Business? Perhaps you are a Recruiter with experience within Recruitment and Sales who is looking for a new challenge and flexible hours? We are looking for a money motivated and driven candidate to join our friendly team. The ideal candidate will have experience in Sales or New Business who has got experience in B2B and B2C sales. Full training will be provided and we are open to discuss hours. Your goal is to build mutually beneficial relationships with clients and candidates, and work as part of a passionate team to maximise our commercial performance. Duties Targeting new client prospects Selling the benefits and services of Recruitment Developing, maintaining, and growing an existing client base Devising sales strategies and implementing them Meeting face to face/Teams with existing customers regularly. Making sure targets are met monthly Sourcing suitable candidates and briefing them on the opportunities offered by the client Managing the process through the interview to offer stage and beyond Negotiating pay and salary rates and finalising arrangements between client and candidate Skillset A strong and proven track record in sales, networking and/or client development abilities Excellent time management and organisational skills Strong commercial business acumen A passionate desire to succeed and build a successful career A winning mentality The ability to overcome objection and be persistent
Oct 08, 2025
Full time
Part or Full Time Business Development Consultant Location : Camberley Salary : Up to 25,000 - 35,000 pro rata + Commission Benefits : Uncapped Commission, Team Incentives, Birthday Voucher Are you currently working long hours as an estate agent, recruitment consultant or business development executive, and looking for a role in which you can transfer your current skills, and better manage your work life balance? Are you an experienced Business Development Consultant who thrives in New Business? Perhaps you are a Recruiter with experience within Recruitment and Sales who is looking for a new challenge and flexible hours? We are looking for a money motivated and driven candidate to join our friendly team. The ideal candidate will have experience in Sales or New Business who has got experience in B2B and B2C sales. Full training will be provided and we are open to discuss hours. Your goal is to build mutually beneficial relationships with clients and candidates, and work as part of a passionate team to maximise our commercial performance. Duties Targeting new client prospects Selling the benefits and services of Recruitment Developing, maintaining, and growing an existing client base Devising sales strategies and implementing them Meeting face to face/Teams with existing customers regularly. Making sure targets are met monthly Sourcing suitable candidates and briefing them on the opportunities offered by the client Managing the process through the interview to offer stage and beyond Negotiating pay and salary rates and finalising arrangements between client and candidate Skillset A strong and proven track record in sales, networking and/or client development abilities Excellent time management and organisational skills Strong commercial business acumen A passionate desire to succeed and build a successful career A winning mentality The ability to overcome objection and be persistent
Logistics Administrator £26,000 + bonus Full time (Monday - Friday 09:00 - 17:00) Hybrid - 1 day work from home My client is recruiting for a Logistics Administrator, they specialise in providing urgent international freight movements for airlines & aircraft lessors. You will be able to support and tailor your services to meet clients specific needs across borders. The ideal candidate will have experience in export or imports. Responsibilities Manage air-freight activities for the company's UK head office. Oversee day-to-day export operations such as preparing airway bills (AWBs), arranging customs clearance, booking shipments, and liaising with international offices, agents, and customers. Enter airway-bill details and all required customs documentation into internal systems. The role covers both import and export by air; prior experience in one area is sufficient as long as you're open to learning the other. Experience with CargoWise is highly advantageous. Experience/skills Applicants should demonstrate strong interpersonal and communication abilities. Foster a cooperative mindset and expect team members to maintain a professional, positive approach when interacting with both clients and colleagues. Comprehensive training will be offered to the successful candidate where required, including support across different transport modes and trade lanes. Benefits 25 days holiday after probation Optional 1 day per week work from home Staff insurance cover (AXA currently) after 1 year of working
Oct 02, 2025
Full time
Logistics Administrator £26,000 + bonus Full time (Monday - Friday 09:00 - 17:00) Hybrid - 1 day work from home My client is recruiting for a Logistics Administrator, they specialise in providing urgent international freight movements for airlines & aircraft lessors. You will be able to support and tailor your services to meet clients specific needs across borders. The ideal candidate will have experience in export or imports. Responsibilities Manage air-freight activities for the company's UK head office. Oversee day-to-day export operations such as preparing airway bills (AWBs), arranging customs clearance, booking shipments, and liaising with international offices, agents, and customers. Enter airway-bill details and all required customs documentation into internal systems. The role covers both import and export by air; prior experience in one area is sufficient as long as you're open to learning the other. Experience with CargoWise is highly advantageous. Experience/skills Applicants should demonstrate strong interpersonal and communication abilities. Foster a cooperative mindset and expect team members to maintain a professional, positive approach when interacting with both clients and colleagues. Comprehensive training will be offered to the successful candidate where required, including support across different transport modes and trade lanes. Benefits 25 days holiday after probation Optional 1 day per week work from home Staff insurance cover (AXA currently) after 1 year of working
Group Risk Administrator Location : Nationwide/Remote Salary : £26,000 - £32,000 (DOE) + Benefits Full Time - Permanant My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies. The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness, Employee Benefits or Group Death in Service Pension. The role of the Customer Support Specialist is to provide office-based support for an assigned Sales Consultant within the Group Risk specialism with the day to day running of the client portfolio, including all client and provider interactions. This also includes setting up and supporting actions for policy renewals.The Client Services Specialist will be part of the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Daily Duties Ensure the smooth running of assigned client portfolio a day to day basis. Develop, maintain and cultivate a constructive and professional relationship with Group Risk Sales Executives, Clients and Insurers at all levels. Be the first point of contact for day to day administration from clients, providers and other internal and external sources. Independently respond to queries from both clients and insurers in a pro-active manner, meeting agreed SLAs and keeping all parties updated. Co-ordinate administration of schemes, including invoicing, accounts, client queries, claims, underwriting, rehabilitation support services & communication material. Proactively initiate and manage the gathering of all relevant data for each client's scheme renewal and ensure accuracy at all times and assist with the analysis of data as required. Prepare template client reports as requested by the Group Risk Sales Consultant. Ensure that any correspondence received and issued is checked for discrepancies and challenge as appropriate. General Responsibilities To assist team performance through regular communication with colleagues and manager to establish and raise concerns and provide solutions. To ensure compliance with local procedures, customer service standards and financial and Industry compliance regulations and legislations. To undertake training in line with agreed objectives. Keep up to date with product and technical developments as required in this role. To pro-actively seek, recommend improvements to processes and service, participate fully in the implementation within the team and be an advocate for change To undertake ad-hoc work as may reasonably be required by the company. Skillset Knowledge in Group Risk Products - such as Group Life Insurance, Income Protection & Critical Illness Minimum 1 year office experience required
Oct 01, 2025
Full time
Group Risk Administrator Location : Nationwide/Remote Salary : £26,000 - £32,000 (DOE) + Benefits Full Time - Permanant My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies. The ideal candidate will have knowledge in Group Income Protection or Group Life Insurance or Group Critical Illness, Employee Benefits or Group Death in Service Pension. The role of the Customer Support Specialist is to provide office-based support for an assigned Sales Consultant within the Group Risk specialism with the day to day running of the client portfolio, including all client and provider interactions. This also includes setting up and supporting actions for policy renewals.The Client Services Specialist will be part of the first point of contact for all client and provider queries and issues as they arise and is expected to have the skills and knowledge to understand what actions are required to meet the expectations of all parties. Daily Duties Ensure the smooth running of assigned client portfolio a day to day basis. Develop, maintain and cultivate a constructive and professional relationship with Group Risk Sales Executives, Clients and Insurers at all levels. Be the first point of contact for day to day administration from clients, providers and other internal and external sources. Independently respond to queries from both clients and insurers in a pro-active manner, meeting agreed SLAs and keeping all parties updated. Co-ordinate administration of schemes, including invoicing, accounts, client queries, claims, underwriting, rehabilitation support services & communication material. Proactively initiate and manage the gathering of all relevant data for each client's scheme renewal and ensure accuracy at all times and assist with the analysis of data as required. Prepare template client reports as requested by the Group Risk Sales Consultant. Ensure that any correspondence received and issued is checked for discrepancies and challenge as appropriate. General Responsibilities To assist team performance through regular communication with colleagues and manager to establish and raise concerns and provide solutions. To ensure compliance with local procedures, customer service standards and financial and Industry compliance regulations and legislations. To undertake training in line with agreed objectives. Keep up to date with product and technical developments as required in this role. To pro-actively seek, recommend improvements to processes and service, participate fully in the implementation within the team and be an advocate for change To undertake ad-hoc work as may reasonably be required by the company. Skillset Knowledge in Group Risk Products - such as Group Life Insurance, Income Protection & Critical Illness Minimum 1 year office experience required
Senior Business Development Manager Salary: £65,000-£70,000 + 40% Bonus + £6,500 Car Allowance Field-based (London/Southeast focus) with regular travel to HQ in Berkshire The Opportunity We're working with a global technology manufacturer looking for a highly driven Senior Business Development Manager to take on a key role in their UK growth strategy. This is a senior external sales position where you'll be responsible for: Winning new enterprise clients Reactivating lapsed accounts Growing existing high-value relationships within key verticals (Healthcare, Enterprise, Security & Defence, or Creative) You'll be well-connected in the enterprise sector, recognised by your clients, and confident in leading board-level conversations. The role requires a strategic, consultative sales approach and the ability to build long-term partnerships with both end users and channel/distribution partners. What You'll Be Doing Achieving growth targets by closing new opportunities and expanding existing client spend Developing channel relationships with distributors and partners to generate leads and joint opportunities Owning the sales pipeline, from prospecting to proposal and close Delivering high-impact client presentations, product demos, and training sessions Providing accurate forecasts and reporting via CRM (MS Dynamics preferred) Representing the business at industry events and exhibitions Working closely with Marketing, Solutions, and Customer Support to ensure a seamless customer journey Sharing insights and contributing to team-wide sales strategy What We're Looking For Strong, recent relationships with enterprise clients Proven track record in B2B sales with large, high-value accounts Experience selling IT/Technology Skilled in building long-term partnerships across end users and the channel Commercially astute with excellent presentation and negotiation skills Data-driven, highly organised, and resilient Full UK driving licence and willingness to travel regularly Why Apply? Competitive base salary up to £70,000 40% performance bonus £6,500 car allowance Opportunity to work with a leading global brand at the forefront of technology Autonomy, visibility, and the chance to make a direct impact on UK sales growth
Sep 25, 2025
Full time
Senior Business Development Manager Salary: £65,000-£70,000 + 40% Bonus + £6,500 Car Allowance Field-based (London/Southeast focus) with regular travel to HQ in Berkshire The Opportunity We're working with a global technology manufacturer looking for a highly driven Senior Business Development Manager to take on a key role in their UK growth strategy. This is a senior external sales position where you'll be responsible for: Winning new enterprise clients Reactivating lapsed accounts Growing existing high-value relationships within key verticals (Healthcare, Enterprise, Security & Defence, or Creative) You'll be well-connected in the enterprise sector, recognised by your clients, and confident in leading board-level conversations. The role requires a strategic, consultative sales approach and the ability to build long-term partnerships with both end users and channel/distribution partners. What You'll Be Doing Achieving growth targets by closing new opportunities and expanding existing client spend Developing channel relationships with distributors and partners to generate leads and joint opportunities Owning the sales pipeline, from prospecting to proposal and close Delivering high-impact client presentations, product demos, and training sessions Providing accurate forecasts and reporting via CRM (MS Dynamics preferred) Representing the business at industry events and exhibitions Working closely with Marketing, Solutions, and Customer Support to ensure a seamless customer journey Sharing insights and contributing to team-wide sales strategy What We're Looking For Strong, recent relationships with enterprise clients Proven track record in B2B sales with large, high-value accounts Experience selling IT/Technology Skilled in building long-term partnerships across end users and the channel Commercially astute with excellent presentation and negotiation skills Data-driven, highly organised, and resilient Full UK driving licence and willingness to travel regularly Why Apply? Competitive base salary up to £70,000 40% performance bonus £6,500 car allowance Opportunity to work with a leading global brand at the forefront of technology Autonomy, visibility, and the chance to make a direct impact on UK sales growth
Marketing Executive Salary: £40,000 - £43,000 (plus a bonus and benefits) Hybrid: 2 days remote Location: Sunbury Working hours: 38.5 hours per week (early finish Fridays 3:30pm) My client is looking for a driven Marketing Executive to join their Strategic Marketing team. In this role, you ll play a key part in shaping and delivering B2B campaigns - from researching market trends and customer needs to creating compelling content, assets, and tools that drive engagement. You ll work closely with teams across the business, as well as US and international channels, to ensure campaigns are aligned, impactful, and resonate with target audiences. a Responsibilities Liaison with Business Managers and Business Development Managers (BDMs) to identify possible campaigns, markets, and products to focus on. Research and develop ideas with all stakeholders. Use that research to create assets using all the marketing vehicles. Bring together the necessary stakeholders to develop ideas and create video content. Take ownership of the entire process - from concept development and collaboration with the creative team through to promotion and reporting. Bring together the necessary stakeholders to develop ideas and create video content. Plan, coordinate, and execute key B2B events in collaboration with relevant internal and external stakeholders. Experience B2B marketing experience Strong background in IT Marketing Experience of Excel, Word, and PowerPoint to intermediate level. Good standard of numeracy Experience with creation of video/case study content Experience with Email Marketing campaigns Experience with PR & Communications Education/Qualifications Degree level educated (or equivalent) in a business-related discipline Skills Strong interpersonal and communications skills. Good planning, research and analytical skills. MS Word and Excel skills strongly desirable. Confident, proactive, creative thinker with good attention to detail. Ability to work independently and take initiative
Sep 22, 2025
Full time
Marketing Executive Salary: £40,000 - £43,000 (plus a bonus and benefits) Hybrid: 2 days remote Location: Sunbury Working hours: 38.5 hours per week (early finish Fridays 3:30pm) My client is looking for a driven Marketing Executive to join their Strategic Marketing team. In this role, you ll play a key part in shaping and delivering B2B campaigns - from researching market trends and customer needs to creating compelling content, assets, and tools that drive engagement. You ll work closely with teams across the business, as well as US and international channels, to ensure campaigns are aligned, impactful, and resonate with target audiences. a Responsibilities Liaison with Business Managers and Business Development Managers (BDMs) to identify possible campaigns, markets, and products to focus on. Research and develop ideas with all stakeholders. Use that research to create assets using all the marketing vehicles. Bring together the necessary stakeholders to develop ideas and create video content. Take ownership of the entire process - from concept development and collaboration with the creative team through to promotion and reporting. Bring together the necessary stakeholders to develop ideas and create video content. Plan, coordinate, and execute key B2B events in collaboration with relevant internal and external stakeholders. Experience B2B marketing experience Strong background in IT Marketing Experience of Excel, Word, and PowerPoint to intermediate level. Good standard of numeracy Experience with creation of video/case study content Experience with Email Marketing campaigns Experience with PR & Communications Education/Qualifications Degree level educated (or equivalent) in a business-related discipline Skills Strong interpersonal and communications skills. Good planning, research and analytical skills. MS Word and Excel skills strongly desirable. Confident, proactive, creative thinker with good attention to detail. Ability to work independently and take initiative
Financial Services Administrator Winnersh £30,000 - £35,000 Full time 37.5 hours My client is seeking a Financial Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Assist and work collaboratively with other members of the Administration and Paraplanning team. Experience & Qualifications Experience within an IFA related/Pensions or Investments - financial services industry. Experience using iO is desired, but not essential. Knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.
Sep 22, 2025
Full time
Financial Services Administrator Winnersh £30,000 - £35,000 Full time 37.5 hours My client is seeking a Financial Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the Financial Advisors. The ideal candidate will have experience working within Financial Services/Planning and working alongisde Financial Advisors. Duties Quickly and effectively deal with queries from clients through clear and thorough communication. Ensure all written and electronic client communication are accurately recorded and maintained to Intelliflo (iO). Collect, collate, and record client policy information and critical data in accordance with the principles of KYC. Obtain policy information, quotes, illustrations, and product details. New client on-boarding from initial contact until funds are invested. Process and submit new business to providers and ensure applications are completed efficiently. Placing investment trades, fund switches, and on occasion, conducting peer reviews on fund switches instructed by colleagues. Organising financial planning annual reviews with clients on behalf of the Financial Adviser. Prepare documentation for initial client meetings and annual financial reviews, including product literature, illustrations, provider forms and client agreements. Be proficient sending critical client data by DocuSign and other electronic methods. Create, schedule, and manage follow up tasks relating to client meetings, ad-hoc requests, and new business submissions on iO. Assist and work collaboratively with other members of the Administration and Paraplanning team. Experience & Qualifications Experience within an IFA related/Pensions or Investments - financial services industry. Experience using iO is desired, but not essential. Knowledge of investments, pensions, and family wealth planning. Excellent written and verbal communication skills are essential. Understanding the needs of the businesses Financial Advisers as well as FCA rules and requirements.