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sales adviser
The Portfolio Group
Business Development Manager
The Portfolio Group City, Manchester
Business Development Manager UP to 35,000 OTE 80,000 TOP earners earn 140,000. Hours of work: Monday - Friday + 1 Saturday every 4 weeks To sit client demos and generate new business opportunities. Responsible for achieving monthly KPIs input & output metrics and business revenue targets. FCA-regulated insurance experience. Diary management. Ensure the pipeline is managed daily to promote a dynamic, fast-paced sales journey. Working as an ally to your peers whilst working collaboratively with dedicated BSCs to ensure high team performance. Leading from the front to promote high-quality performance and demo bookings via your dedicated BDM. Be a trusted adviser to ensure a consultative and solution-led approach to product proposals. To engage and communicate professionally with decision-makers at a senior level. To build effective relationships with existing customers, by use of probing questioning, clarification, and language. To add value by positively and enthusiastically discussing our company, brand, values, and products & services to ensure that a professional image is always provided to customers and colleagues. Maintaining and exceeding the highest standards of professionalism and customer service. To be accountable for performance at all levels Self-generate opportunity through social selling and prospect/client referrals. Achieving targets and business objectives in a fully compliant manner Key Points: Passionate about sales: Whether it's hitting targets, the power of persuasion, or figuring out what makes people tick - sales is what gives you energy! Excited to be a trailblazer: You will be the first one on the sales team, so you'll be setting the standards in a fast-paced and agile environment. Results- & Data-driven: You like diving into the numbers and figuring out the WHY behind the results Proactive, organised and detail-oriented: Sales at Charlie is high-volume, you'll be managing a lot of leads, keeping the momentum of conversations going, and not letting things slip through the net. A self-starter: You can work alone but also motivate and influence other teams when needed. Benefits Uncapped monthly commission. Daily, weekly and monthly incentives Profit share scheme 25 days' holiday, plus bank holidays Day off on your birthday Perkbox discounts Holidays increase after 2- and 5-years' service. Pension Plan and Life Insurance Onsite Gym INDMANJ 47920TLR
Nov 01, 2025
Full time
Business Development Manager UP to 35,000 OTE 80,000 TOP earners earn 140,000. Hours of work: Monday - Friday + 1 Saturday every 4 weeks To sit client demos and generate new business opportunities. Responsible for achieving monthly KPIs input & output metrics and business revenue targets. FCA-regulated insurance experience. Diary management. Ensure the pipeline is managed daily to promote a dynamic, fast-paced sales journey. Working as an ally to your peers whilst working collaboratively with dedicated BSCs to ensure high team performance. Leading from the front to promote high-quality performance and demo bookings via your dedicated BDM. Be a trusted adviser to ensure a consultative and solution-led approach to product proposals. To engage and communicate professionally with decision-makers at a senior level. To build effective relationships with existing customers, by use of probing questioning, clarification, and language. To add value by positively and enthusiastically discussing our company, brand, values, and products & services to ensure that a professional image is always provided to customers and colleagues. Maintaining and exceeding the highest standards of professionalism and customer service. To be accountable for performance at all levels Self-generate opportunity through social selling and prospect/client referrals. Achieving targets and business objectives in a fully compliant manner Key Points: Passionate about sales: Whether it's hitting targets, the power of persuasion, or figuring out what makes people tick - sales is what gives you energy! Excited to be a trailblazer: You will be the first one on the sales team, so you'll be setting the standards in a fast-paced and agile environment. Results- & Data-driven: You like diving into the numbers and figuring out the WHY behind the results Proactive, organised and detail-oriented: Sales at Charlie is high-volume, you'll be managing a lot of leads, keeping the momentum of conversations going, and not letting things slip through the net. A self-starter: You can work alone but also motivate and influence other teams when needed. Benefits Uncapped monthly commission. Daily, weekly and monthly incentives Profit share scheme 25 days' holiday, plus bank holidays Day off on your birthday Perkbox discounts Holidays increase after 2- and 5-years' service. Pension Plan and Life Insurance Onsite Gym INDMANJ 47920TLR
React Site Solutions
Client Servicing Assistant/Junior Paraplanner
React Site Solutions Wargrave, Berkshire
Role: To provide complete support to 2 Financial Advisers, in servicing clients and meeting regulatory/compliance standards and maintaining the high standards of operation within the practice. Key outputs and responsibilities: Accurate meeting prep Prepare relevant forms and documentation including updated plan valuations and fact-find whether Follow Up/Presentation/Annual Review/Drawdown Review Accurate and timely and secure client servicing Deal with incoming telephone call/email to clients' satisfaction following through to completion. Use the internal systems to find client and supporting information to answer client queries. Contact central Admin Centre to resolve and help answer client queries. Prepare portfolio valuations as requested. Produce Quotes (protection/annuity) when requested. Process Withdrawal / Fund Switches as requested. Accurate business processing & maintaining database integrity Prepare files including Wealth Planning Proposal; compliance documentation; research; illustrations; supporting documentation and client ID prior to sale. Update client fact-find information to internal software for all transactions including Drawdown Reviews. Draft recommendation/suitability letters for new business using templated software. Process applications accurately and update the internal registers and systems. Ensure that compliance files are complete post-sale with all required fact-find documentation added to internal software. Keep client informed of progress/delay. All client details updated in databases as soon as changes become known, in line with internal timescales. Progress Letters of Authority (LOA) Send out LOAs to client/providers. Chase client/providers to collect policy details to meet standard/service level timescales. Scan & save Provider information as it arrives. Ensure the client is kept up to date of progress weekly. Keep Provider correspondence details up to date in Outlook. Proactive Pipeline Management Progress applications through to issue in a timely manner updating internal registers and client transaction log once issued. Daily Practice Tasks / Office Management Support the day-to-day business operations within the Practice. Post Incoming, scan and file in client file and distribute to team - cover when PA is not in office. Post Outgoing. Meet and greet visitors to the office - cover when PA is not in office. Answer phone and deal with enquiries/redirect calls. Check Answerphone Messages - cover when PA is not in office. Maintain cleanliness and organisation of the workplace including washing up, tidying and removing rubbish regularly. Person specification: Knowledge and experience Previous experience in an office support role, ideally in financial services or related sector. Knowledge of relevant regulation and legislation (desirable). Experience of client management systems (essential). Experience of St. James's Place software systems and processes, e.g. Salesforce, Voyant, FE Analytics, Aptus (desirable). Working towards Diploma in Regulated Financial Planning (desirable). Skills and behaviours High level of numerical skills and accuracy. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly. Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) (essential). Good organisation skills and attention to detail. Manages time effectively with the ability to multi-task. Keep calm and maintain a positive attitude when faced with conflicting demands and handles these effectively. Works well on own tasks as well as on shared goals as part of a team. Required Competencies: Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions. Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems. Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement. Communicating Effectively: Understands and learns from what others say and conveys ideas and facts. Planning and Organising: Manages own time, priorities, and resources to achieve goals. Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business. Flexibility around working hours considered - minimum of 30 hours per week. Salary and benefits package is fully negotiable based on experience and qualifications.
Nov 01, 2025
Full time
Role: To provide complete support to 2 Financial Advisers, in servicing clients and meeting regulatory/compliance standards and maintaining the high standards of operation within the practice. Key outputs and responsibilities: Accurate meeting prep Prepare relevant forms and documentation including updated plan valuations and fact-find whether Follow Up/Presentation/Annual Review/Drawdown Review Accurate and timely and secure client servicing Deal with incoming telephone call/email to clients' satisfaction following through to completion. Use the internal systems to find client and supporting information to answer client queries. Contact central Admin Centre to resolve and help answer client queries. Prepare portfolio valuations as requested. Produce Quotes (protection/annuity) when requested. Process Withdrawal / Fund Switches as requested. Accurate business processing & maintaining database integrity Prepare files including Wealth Planning Proposal; compliance documentation; research; illustrations; supporting documentation and client ID prior to sale. Update client fact-find information to internal software for all transactions including Drawdown Reviews. Draft recommendation/suitability letters for new business using templated software. Process applications accurately and update the internal registers and systems. Ensure that compliance files are complete post-sale with all required fact-find documentation added to internal software. Keep client informed of progress/delay. All client details updated in databases as soon as changes become known, in line with internal timescales. Progress Letters of Authority (LOA) Send out LOAs to client/providers. Chase client/providers to collect policy details to meet standard/service level timescales. Scan & save Provider information as it arrives. Ensure the client is kept up to date of progress weekly. Keep Provider correspondence details up to date in Outlook. Proactive Pipeline Management Progress applications through to issue in a timely manner updating internal registers and client transaction log once issued. Daily Practice Tasks / Office Management Support the day-to-day business operations within the Practice. Post Incoming, scan and file in client file and distribute to team - cover when PA is not in office. Post Outgoing. Meet and greet visitors to the office - cover when PA is not in office. Answer phone and deal with enquiries/redirect calls. Check Answerphone Messages - cover when PA is not in office. Maintain cleanliness and organisation of the workplace including washing up, tidying and removing rubbish regularly. Person specification: Knowledge and experience Previous experience in an office support role, ideally in financial services or related sector. Knowledge of relevant regulation and legislation (desirable). Experience of client management systems (essential). Experience of St. James's Place software systems and processes, e.g. Salesforce, Voyant, FE Analytics, Aptus (desirable). Working towards Diploma in Regulated Financial Planning (desirable). Skills and behaviours High level of numerical skills and accuracy. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly. Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) (essential). Good organisation skills and attention to detail. Manages time effectively with the ability to multi-task. Keep calm and maintain a positive attitude when faced with conflicting demands and handles these effectively. Works well on own tasks as well as on shared goals as part of a team. Required Competencies: Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions. Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables. Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems. Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement. Communicating Effectively: Understands and learns from what others say and conveys ideas and facts. Planning and Organising: Manages own time, priorities, and resources to achieve goals. Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business. Flexibility around working hours considered - minimum of 30 hours per week. Salary and benefits package is fully negotiable based on experience and qualifications.
haart
Sales Adviser
haart Gloucester, Gloucestershire
Sales Adviser - haart Cambridge We're on the lookout for an enthusiastic, self-motivated individual with excellent customer service skills to join our team as a Sales Adviser in Cambridge. This exciting role is all about identifying and pursuing new business opportunities - perfect for someone with a passion for sales and building relationships. As a Sales Adviser, you'll play a key part in driving business development, expanding market share, and representing haart locally . If you're ambitious and eager to make an impact, we'd love to hear from you! Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Cambridge, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Cambridge: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your rrole Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Cambridge: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Cambridge: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Nov 01, 2025
Full time
Sales Adviser - haart Cambridge We're on the lookout for an enthusiastic, self-motivated individual with excellent customer service skills to join our team as a Sales Adviser in Cambridge. This exciting role is all about identifying and pursuing new business opportunities - perfect for someone with a passion for sales and building relationships. As a Sales Adviser, you'll play a key part in driving business development, expanding market share, and representing haart locally . If you're ambitious and eager to make an impact, we'd love to hear from you! Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Cambridge, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Cambridge: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your rrole Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Cambridge: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Cambridge: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Kings Permanent Recruitment Ltd
Mortgage Advisor
Kings Permanent Recruitment Ltd Canvey Island, Essex
Description: Mortgage Advisor - Overview: 30,000 Basic Salary. 60,000 - 80,000+ uncapped and realistic On Target Earings.Very robust and lucrative lead source.All admin and sales progression is conducted for you, so you can simply focus on writing business!5 day working week, including Saturdays with a day off in lieu.Suitable for qualified and experienced advisors only.Own vehicle and driving licence essential for this role. Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Employed or Self Employed - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
Nov 01, 2025
Full time
Description: Mortgage Advisor - Overview: 30,000 Basic Salary. 60,000 - 80,000+ uncapped and realistic On Target Earings.Very robust and lucrative lead source.All admin and sales progression is conducted for you, so you can simply focus on writing business!5 day working week, including Saturdays with a day off in lieu.Suitable for qualified and experienced advisors only.Own vehicle and driving licence essential for this role. Are you seeking a Mortgage Advisor role that treats you like an adult and offers you flexibility to conduct your role? Are you fed up of being a number and spending your precious time in meetings, 1-2-1's and appraisals? Do you just want to crack on and write business? If so, read on, as this may be the opportunity for you! Our clients are an independent mortgage brokerage who are exceptionally busy at present and they are seeking a talented Mortgage Advisor to join their flourishing operation. They are flexible with regards to fitting the right candidate into the right role dynamic. Ultimately, the role can be put together on an individual and bespoke basis, commensurate with experience. Mortgage Advisor - Employed or Self Employed - Scope of Role: Our clients are a forward thinking operation who are seeking an experienced Mortgage Advisor to take advantage and maximise sales opportunities from a steadily increasing lead source. My clients pride themselves on sourcing the best mortgage and protection products for any circumstance and require their advisers to provide outstanding customer service at all times. The business is expanding and they are looking to offer the right mortgage professional an excellent opportunity to get into the lucrative career they have been looking for. The successful candidate will display outstanding customer service skills as well as being highly motivated, professional and a real "people person", with the ambition to be the very best they can be. Apply today for an exciting and challenging career with outstanding earning potential. Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents and Financial Services Professionals is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents, Letting Agents and Financial Services Professionals into permanent positions. We cover all specialities of recruitment within the residential property sector to include Residential Sales, Residential Lettings, Property Management, Block Management, Inventory Clerks, RICS Chartered Surveyors, Land and New Homes, CeMAP qualified Financial Services Consultants / Mortgage Advisors, Protection Advisors, Secretarial / Administration. Visit Kings Permanent Recruitment for website for online Estate Agency vacancies. Find Adam Howes on LinkedIn.
CareerStone
Protection Specialist
CareerStone Harrow, Middlesex
Life Insurance Adviser (Consultative - High-Net-Worth Clients) This is a rare opportunity to join one of the UK's most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You'll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales. The Opportunity You'll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers. With thousands of loyal existing clients and a steady flow of new ones, you'll have the perfect balance of opportunity and stability. This is a consultative, relationship-driven role - focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families. What Makes This Different Truly consultative environment - no cold calling, no high-pressure sales Warm, qualified leads from a trusted HNW client base Six-figure OTE that's genuinely achievable Long-term client relationships and exceptional retention rates Strong culture of trust, learning, and professional development Your Role Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations Work exclusively with pre-qualified, high-net-worth clients Conduct in-depth fact-finds to understand each client's unique needs and priorities Provide clear, thoughtful recommendations with full compliance and documentation Build enduring relationships as a trusted adviser , not a product seller Engage in a structured training and development pathway to support long-term career growth What You'll Bring Experience in Life Insurance or Protection advice A strong commitment to client care and ethical practice Excellent communication and listening skills The ability to simplify complex options and build client confidence A mindset focused on long-term value , not short-term wins What's on Offer Competitive base salary with clear progression Excellent, achievable commission structure Comprehensive benefits (pension, generous holidays, perks) Supportive, collaborative team culture - no internal competition A respected brand, outstanding client base, and a business that invests in its people If you're ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued - this is your opportunity. Join a firm that puts clients first and advisers second to none.
Nov 01, 2025
Full time
Life Insurance Adviser (Consultative - High-Net-Worth Clients) This is a rare opportunity to join one of the UK's most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You'll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships over one-off sales. The Opportunity You'll join a highly successful mortgage division that consistently generates warm, qualified introductions to a dedicated team of protection advisers. With thousands of loyal existing clients and a steady flow of new ones, you'll have the perfect balance of opportunity and stability. This is a consultative, relationship-driven role - focused on helping clients make well-informed, confident decisions about protecting their wealth, health, and families. What Makes This Different Truly consultative environment - no cold calling, no high-pressure sales Warm, qualified leads from a trusted HNW client base Six-figure OTE that's genuinely achievable Long-term client relationships and exceptional retention rates Strong culture of trust, learning, and professional development Your Role Deliver tailored advice on Life and Protection solutions through structured, high-quality telephone consultations Work exclusively with pre-qualified, high-net-worth clients Conduct in-depth fact-finds to understand each client's unique needs and priorities Provide clear, thoughtful recommendations with full compliance and documentation Build enduring relationships as a trusted adviser , not a product seller Engage in a structured training and development pathway to support long-term career growth What You'll Bring Experience in Life Insurance or Protection advice A strong commitment to client care and ethical practice Excellent communication and listening skills The ability to simplify complex options and build client confidence A mindset focused on long-term value , not short-term wins What's on Offer Competitive base salary with clear progression Excellent, achievable commission structure Comprehensive benefits (pension, generous holidays, perks) Supportive, collaborative team culture - no internal competition A respected brand, outstanding client base, and a business that invests in its people If you're ready to move away from transactional work and into a role where your expertise and professionalism are genuinely valued - this is your opportunity. Join a firm that puts clients first and advisers second to none.
haart
Sales Adviser
haart Cardiff, South Glamorgan
Sales Adviser - haart Ely We're on the lookout for a dynamic, driven, and customer-focused individual to join our Ely team as a Sales Adviser . This role is perfect for someone who's passionate about sales, with a focus on canvassing, prospecting for new business, and building strong client relationships . As a Sales Adviser, you'll play a vital role in driving new business opportunities, boosting market share, and representing haart across the Ely area . If you're motivated, people-focused, and ready to take your career to the next level - we'd love to hear from you! Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Ely, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Ely: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie E Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Ely: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Ely: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Before starting with us, you will need to provide proof of business insurance for your vehicle. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Nov 01, 2025
Full time
Sales Adviser - haart Ely We're on the lookout for a dynamic, driven, and customer-focused individual to join our Ely team as a Sales Adviser . This role is perfect for someone who's passionate about sales, with a focus on canvassing, prospecting for new business, and building strong client relationships . As a Sales Adviser, you'll play a vital role in driving new business opportunities, boosting market share, and representing haart across the Ely area . If you're motivated, people-focused, and ready to take your career to the next level - we'd love to hear from you! Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Ely, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Ely: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie E Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Ely: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Ely: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Before starting with us, you will need to provide proof of business insurance for your vehicle. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
haart
Trainee Estate Agent
haart Basildon, Essex
Are you a dynamic, driven, and customer-focused individual with a passion for sales? Join our team as a Sales Adviser and become a key part of driving business growth for our Estate Agency. This is a field-based role centered around canvassing, prospecting, and winning new business in your local area. As a Sales Adviser, you will be representing a reputable and established Estate Agency brand in your local area. Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Basildon, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at at haart Estate Agents in Basildon: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at at haart Estate Agents in Basildon: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at Brand Estate Agents in Basildon: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Nov 01, 2025
Full time
Are you a dynamic, driven, and customer-focused individual with a passion for sales? Join our team as a Sales Adviser and become a key part of driving business growth for our Estate Agency. This is a field-based role centered around canvassing, prospecting, and winning new business in your local area. As a Sales Adviser, you will be representing a reputable and established Estate Agency brand in your local area. Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Basildon, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at at haart Estate Agents in Basildon: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at at haart Estate Agents in Basildon: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at Brand Estate Agents in Basildon: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
haart
Sales Adviser
haart Dereham, Norfolk
Sales Adviser - haart Dereham We're looking for an enthusiastic, self-motivated individual with excellent customer service skills to join our team as a Sales Adviser in Dereham. This role is perfect for sales enthusiasts, with a focus on identifying and pursuing new business opportunities while building lasting client relationships. As a Sales Adviser, you'll play a key part in driving business development, expanding market share, and representing haart in your local community . If you're ambitious, driven, and ready to make an impact, we'd love to hear from you! Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Dereham, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Dereham: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories relatated to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Dereham: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Dereham: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: indsa
Nov 01, 2025
Full time
Sales Adviser - haart Dereham We're looking for an enthusiastic, self-motivated individual with excellent customer service skills to join our team as a Sales Adviser in Dereham. This role is perfect for sales enthusiasts, with a focus on identifying and pursuing new business opportunities while building lasting client relationships. As a Sales Adviser, you'll play a key part in driving business development, expanding market share, and representing haart in your local community . If you're ambitious, driven, and ready to make an impact, we'd love to hear from you! Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Dereham, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Dereham: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories relatated to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Dereham: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Dereham: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: indsa
Premier Jobs UK Limited
Financial Planning Sales Manager
Premier Jobs UK Limited Leicester, Leicestershire
This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves. Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Sales Manager who can lead from the front. The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team. In this role, you would have some oversight of their team of 6 - 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager. This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life. Financial Planning Sales Manager Requirements You must be skilled in generating and executing sales / marketing strategies that generate new clients You should be confident working with professional connections and building strong working relationships Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role Leadership experience would be beneficial The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Financial Planning Sales Manager Benefits Salary negotiable plus performance related bonus scheme 25 days holiday plus bank holidays Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations Leicestershire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Nov 01, 2025
Full time
This Financial Planning Sales Manager is an opportunity to join a growing IFA firm who are seeking an individual skilled in driving business generation activities and coaching Financial Advisers to generate business themselves. Our client is looking to increase their levels of sales and marketing activities, to promote their services, build new and existing professional connections. They require a hands-on Financial Planning Sales Manager who can lead from the front. The business is openminded whether you would be a Financial Adviser in your own name or whether you would distribute the enquiries to the IFAs within the team. In this role, you would have some oversight of their team of 6 - 8 IFAs, however the bulk of the compliance responsibilities would be undertaken by the in-house Compliance Manager. This is an exciting, niche role providing opportunity to work on lots of exciting sales and marketing projects and see your efforts come to life. Financial Planning Sales Manager Requirements You must be skilled in generating and executing sales / marketing strategies that generate new clients You should be confident working with professional connections and building strong working relationships Individuals holding Level 4 Diploma in Financial Planning would be beneficial, but not essential Our client would be open to individuals from outside financial planning industry, subject to having good knowledge of what a Financial Adviser does and being able to operate effectively within this role Leadership experience would be beneficial The Company Our client provides independent advice to clients on all aspects of financial planning. The business has a growing team who enjoy working together to support the needs of their clients. Most of their team are long serving team members who enjoy being part of the business. Financial Planning Sales Manager Benefits Salary negotiable plus performance related bonus scheme 25 days holiday plus bank holidays Mainly working from their modern office, which has free, secure parking on site, plus full kitchen, dining and gym facilities Working within a business that is passionate about helping their clients Regular paid team events through the year to get involved in Locations Leicestershire Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
North Oak Recruitment Ltd
Financial Services Sales Manager
North Oak Recruitment Ltd Leicester, Leicestershire
Financial Services Sales Manager Leicestershire (Our ref AL1362) Salary: competitive excellent benefits My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. They are now seeking a dynamic and experienced Financial Services Sales Manager to join their team and lead their sales efforts. The successful candidate will lead from the front in developing & executing marketing strategies to promote the Companys' services, with particular focus on professional connections and new business generation. You will lead a team of IFA professionals, cultivate strong client relationships, and drive growth in the client base. Key Responsibilities: Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role. Set the example for, and work closely with, the adviser team when implementing marketing and sales strategies. Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales. Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention. Assist in the recruitment and training of new financial advisers. Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies. Prepare and present sales reports, forecasts & performance metrics to senior management. Qualifications: Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. Proven experience of developing and executing marketing strategies within the financial services sector. Proficient in developing and working with professional connections. Strong understanding of financial products and services, including investments, pensions, and insurance. Excellent leadership and team management skills. Strong communication, negotiation, and interpersonal skills. Ability to analyse data, identify trends, and make data-driven decisions. Proficiency in CRM software and Microsoft Office Suite. Why Join: Competitive salary and performance-based incentives. Opportunities for professional growth and development, including support to achieve chartered status. Collaborative and supportive work environment. A chance to make a significant impact in a respected independent financial advice firm. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Nov 01, 2025
Full time
Financial Services Sales Manager Leicestershire (Our ref AL1362) Salary: competitive excellent benefits My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. They are now seeking a dynamic and experienced Financial Services Sales Manager to join their team and lead their sales efforts. The successful candidate will lead from the front in developing & executing marketing strategies to promote the Companys' services, with particular focus on professional connections and new business generation. You will lead a team of IFA professionals, cultivate strong client relationships, and drive growth in the client base. Key Responsibilities: Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on' approach is a must for this role. Set the example for, and work closely with, the adviser team when implementing marketing and sales strategies. Collaborate with the marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales. Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention. Assist in the recruitment and training of new financial advisers. Analyse market trends, competitor activities, and client needs to inform product development and marketing strategies. Prepare and present sales reports, forecasts & performance metrics to senior management. Qualifications: Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a related field would be advantageous. Proven experience of developing and executing marketing strategies within the financial services sector. Proficient in developing and working with professional connections. Strong understanding of financial products and services, including investments, pensions, and insurance. Excellent leadership and team management skills. Strong communication, negotiation, and interpersonal skills. Ability to analyse data, identify trends, and make data-driven decisions. Proficiency in CRM software and Microsoft Office Suite. Why Join: Competitive salary and performance-based incentives. Opportunities for professional growth and development, including support to achieve chartered status. Collaborative and supportive work environment. A chance to make a significant impact in a respected independent financial advice firm. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
RMK Talent Solutions
Business Development Manager
RMK Talent Solutions Nottingham, Nottinghamshire
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
Nov 01, 2025
Full time
Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships. Key Responsibilities Achieve and exceed annual income/inflow targets across the retail product range. Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts. Sell across the full product range, focusing on strategic priorities as they arise. Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers. Use multiple channels phone, email, online meetings to engage advisers and enhance technical understanding. Schedule and attend high-quality meetings with advisers and support regional events. Manage and convert a strong sales pipeline, ensuring efficient application and investment processes. Work with senior colleagues to develop and execute regional growth strategies. Leverage data and market insights to identify high-value opportunities. Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality. Collaborate with strategic partners and identify large regional accounts for growth. Maintain and develop your own knowledge and skills through continuous professional development. Share best practices with colleagues and contribute to wider business initiatives. About You Proven sales success with a minimum of 18 months in a sales-focused role. Financial Services experience preferred but not essential transferable sales experience welcomed. Strong commercial awareness and relationship-building skills. Excellent communication skills across phone, email, and virtual channels. Highly organised, target-driven, and confident working independently. Able to legally work in the country where the role is based. What s on Offer Competitive salary plus performance-based bonus. Opportunities for professional development and industry qualifications. Supportive and collaborative working environment. Autonomy to manage your own territory and drive your success. If you re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
Usay Compare
Insurance Adviser
Usay Compare Cardiff, South Glamorgan
Ready to Take Your Telesales Career to the Next Level? Join Usay Compare as an Insurance Adviser! Location: Cardiff Office - Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU. Salary: £35,000 basic + uncapped commission (OTE £70,000+)Job Type: Full-time, Permanent Why Join Usay Compare? Are you a driven telesales professional looking for your next big opportunity? Do you want to work for a company that invests in your growth with full training, ongoing coaching, and a clear path to success? At Usay Compare, we're the UK's leading comparison service for Health and Protection Insurance. We simplify the process of finding the best policies, offering expert advice and unbeatable service. With offices across the UK and a vibrant, supportive culture, we're growing fast-and we want you to grow with us. What We Offer: Guaranteed basic salary of £35,000 per annum Uncapped commission with realistic OTE of £70,000-£100,000+ Regular bonuses and performance incentives 26 days holiday + bank holidays, increasing to 28 days after 2 years' service ? Option to buy up to 5 extra days of annual leave Income Protection & Life Assurance Subsidised Private Health Insurance Employer Pension Contributions Enhanced Maternity & Paternity Leave Annual Flu Vaccine, Aviva Wellbeing App & Digital GP access Corporate Perks: Discounted gym memberships, cinema tickets, shopping, eyecare vouchers, cycle to work scheme, financial wellbeing sessions, and much more! A supportive, friendly, and fun working culture where your success is celebrated Comprehensive in-house training and continuous development About the Role: Insurance Adviser As an Insurance Adviser, you'll provide expert, consultative advice to clients on Life Insurance, Income Protection and Critical Illness Insurance. You'll use our advanced quotation system to understand their needs, explain product benefits, and guide them to the best solution-always with their best interests in mind. Key Responsibilities: Conduct fact-finding calls to understand client needs and budgets Recommend suitable insurance products from top UK providers Overcome objections and highlight key benefits to close sales Deliver exceptional service while meeting sales targets What We're Looking For: ? Proven telesales experience, ideally in insurance or financial services ? Proven experience advising upon Protection products (Life Insurance, Critical Illness and Income Protection) ? Experience selling regulated products in a high-volume environment ? Strong communication, listening, and objection-handling skills ? Target-driven mindset with a passion for success ? Ability to learn quickly and apply product knowledge effectively About Usay Compare With our head office in the beautiful Cotswolds and regional offices in London, Bristol, Bournemouth, Cardiff, Cheltenham, Southampton, and Taunton, we're proud to be the UK's fastest-growing Private Medical Insurance intermediary. We're passionate about making private healthcare accessible, affordable, and easy to understand. Ready to join a winning team and take your career to new heights?Click 'Apply' today and become part of our success story! Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please. IND01
Nov 01, 2025
Full time
Ready to Take Your Telesales Career to the Next Level? Join Usay Compare as an Insurance Adviser! Location: Cardiff Office - Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU. Salary: £35,000 basic + uncapped commission (OTE £70,000+)Job Type: Full-time, Permanent Why Join Usay Compare? Are you a driven telesales professional looking for your next big opportunity? Do you want to work for a company that invests in your growth with full training, ongoing coaching, and a clear path to success? At Usay Compare, we're the UK's leading comparison service for Health and Protection Insurance. We simplify the process of finding the best policies, offering expert advice and unbeatable service. With offices across the UK and a vibrant, supportive culture, we're growing fast-and we want you to grow with us. What We Offer: Guaranteed basic salary of £35,000 per annum Uncapped commission with realistic OTE of £70,000-£100,000+ Regular bonuses and performance incentives 26 days holiday + bank holidays, increasing to 28 days after 2 years' service ? Option to buy up to 5 extra days of annual leave Income Protection & Life Assurance Subsidised Private Health Insurance Employer Pension Contributions Enhanced Maternity & Paternity Leave Annual Flu Vaccine, Aviva Wellbeing App & Digital GP access Corporate Perks: Discounted gym memberships, cinema tickets, shopping, eyecare vouchers, cycle to work scheme, financial wellbeing sessions, and much more! A supportive, friendly, and fun working culture where your success is celebrated Comprehensive in-house training and continuous development About the Role: Insurance Adviser As an Insurance Adviser, you'll provide expert, consultative advice to clients on Life Insurance, Income Protection and Critical Illness Insurance. You'll use our advanced quotation system to understand their needs, explain product benefits, and guide them to the best solution-always with their best interests in mind. Key Responsibilities: Conduct fact-finding calls to understand client needs and budgets Recommend suitable insurance products from top UK providers Overcome objections and highlight key benefits to close sales Deliver exceptional service while meeting sales targets What We're Looking For: ? Proven telesales experience, ideally in insurance or financial services ? Proven experience advising upon Protection products (Life Insurance, Critical Illness and Income Protection) ? Experience selling regulated products in a high-volume environment ? Strong communication, listening, and objection-handling skills ? Target-driven mindset with a passion for success ? Ability to learn quickly and apply product knowledge effectively About Usay Compare With our head office in the beautiful Cotswolds and regional offices in London, Bristol, Bournemouth, Cardiff, Cheltenham, Southampton, and Taunton, we're proud to be the UK's fastest-growing Private Medical Insurance intermediary. We're passionate about making private healthcare accessible, affordable, and easy to understand. Ready to join a winning team and take your career to new heights?Click 'Apply' today and become part of our success story! Usay Compare, part of Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential. If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check. Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please. IND01
Antony George Recruitment
Client Administrator
Antony George Recruitment Lewes, Sussex
Client Administrator / Fully Funded Exam Support / Grow your Career Glynde, East Sussex Full-time, 37.5 hours/week (Monday to Friday, 9am-5pm) Office-based Circa £35,000 DOE 25 days holiday + bank holidays + birthday off Bupa cashback scheme Discretionary bonus About Us A long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we're looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team. Client Administration & Servicing First point of contact for clients, phone, email, and in person Prepare the meeting room, refreshments, and paperwork Coordinate birthday cards, thank you notes, client gifts Manage incoming/outgoing post and occasional Post Office trips Keep the CRM accurate and up to date Annual Review Support Carry out AML and ID checks Pull valuation statements and prep review packs Book and follow up on client meetings Handle post-meeting admin Business Processing Issue Letters of Authority, chase providers, track new business Submit new business applications and keep clients informed Maintain marketing lists e.g. newsletters Light Operational Tasks Help with things like the stationery order, fire alarm tests, and general office upkeep Be a reliable team presence when others are out of the office Must-Haves: 2 years admin experience in a professional client setting Confident learning and handling pensions and investments admin processes Excellent attention to detail and organisation Strong communication and a professional manner Proactive and dependable, you take pride in doing things properly Nice-to-Haves: Experience with a CRM Familiar with Voyant helpful but not essential Knowledge of FCA-regulated processes
Oct 31, 2025
Full time
Client Administrator / Fully Funded Exam Support / Grow your Career Glynde, East Sussex Full-time, 37.5 hours/week (Monday to Friday, 9am-5pm) Office-based Circa £35,000 DOE 25 days holiday + bank holidays + birthday off Bupa cashback scheme Discretionary bonus About Us A long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we're looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team. Client Administration & Servicing First point of contact for clients, phone, email, and in person Prepare the meeting room, refreshments, and paperwork Coordinate birthday cards, thank you notes, client gifts Manage incoming/outgoing post and occasional Post Office trips Keep the CRM accurate and up to date Annual Review Support Carry out AML and ID checks Pull valuation statements and prep review packs Book and follow up on client meetings Handle post-meeting admin Business Processing Issue Letters of Authority, chase providers, track new business Submit new business applications and keep clients informed Maintain marketing lists e.g. newsletters Light Operational Tasks Help with things like the stationery order, fire alarm tests, and general office upkeep Be a reliable team presence when others are out of the office Must-Haves: 2 years admin experience in a professional client setting Confident learning and handling pensions and investments admin processes Excellent attention to detail and organisation Strong communication and a professional manner Proactive and dependable, you take pride in doing things properly Nice-to-Haves: Experience with a CRM Familiar with Voyant helpful but not essential Knowledge of FCA-regulated processes
Burgh Recruitment Ltd
Technical Administrator
Burgh Recruitment Ltd Borehamwood, Hertfordshire
Technical Administrator Location : Elstree Salary: Up to £40,000 (DoE) Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Partner Practice. You will be writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful. The Role: Technical Administrator As a Technical Administrator you will be working for the Partner Practice and your role will include: Checking CFR's Collating client information Preparing suitability letters and illustrations Managing cases to completion Working with internal processing systems. You will be given full training on the relevant IT systems Ensuring that the business obtained is being processed compliantly and in a timely way Liaising with third parties on a daily basis You will have the opportunity to progress within the SJP Accreditation framework. The Person: Technical Administrator This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a 'can do' working style. It is essential that you are a self-starter and happy working with little or no supervision Ideally, you have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified and/or have significant industry experience Ideally you have used the CRM, Salesforce You will need to have experience of the administration of IHT and / or Pension and / or Investment products You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Oct 31, 2025
Full time
Technical Administrator Location : Elstree Salary: Up to £40,000 (DoE) Working as part of the team at an Appointed Representative of St. James's Place Plc. An excellent opportunity has arisen for a professional and experienced Technical Administrator to work within a highly successful St. James's Place Partner Practice. You will be writing reports in respect of the business generated by the Financial Advisers within the Practice. This Partner is well established and highly successful. The Role: Technical Administrator As a Technical Administrator you will be working for the Partner Practice and your role will include: Checking CFR's Collating client information Preparing suitability letters and illustrations Managing cases to completion Working with internal processing systems. You will be given full training on the relevant IT systems Ensuring that the business obtained is being processed compliantly and in a timely way Liaising with third parties on a daily basis You will have the opportunity to progress within the SJP Accreditation framework. The Person: Technical Administrator This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who is highly organised, enjoys using their initiative and who has a 'can do' working style. It is essential that you are a self-starter and happy working with little or no supervision Ideally, you have been working for an IFA or in a Wealth Management environment and you hold the Level 4 Dip PFS qualification or are working towards obtaining it Alternatively, you may be FPC qualified and/or have significant industry experience Ideally you have used the CRM, Salesforce You will need to have experience of the administration of IHT and / or Pension and / or Investment products You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion. St. James's Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £198.5bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
haart
Trainee Estate Agent
haart Drybrook, Gloucestershire
We are looking for a driven, and customer-focused individual to join us as a Sales Adviser at haart Estate Agents in Harrow. This role is focused on canvassing and prospecting for new business and is perfect for someone passionate about sales. You will play a key role in driving new business opportunities, increasing market share, and representing our Estate Agency business in your local area. Ref: indsa Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Harrow, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Harrow: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Harrow: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Harrow: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Before starting with us, you will need to provide proof of business insurance for your vehicle. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
Oct 31, 2025
Full time
We are looking for a driven, and customer-focused individual to join us as a Sales Adviser at haart Estate Agents in Harrow. This role is focused on canvassing and prospecting for new business and is perfect for someone passionate about sales. You will play a key role in driving new business opportunities, increasing market share, and representing our Estate Agency business in your local area. Ref: indsa Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Harrow, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Harrow: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Harrow: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Harrow: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Before starting with us, you will need to provide proof of business insurance for your vehicle. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website:
GRANT THORNTON-1
Transactions Tax Associate Director - Sell-side
GRANT THORNTON-1
Alternatively, Grant Thornton At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. And we empower our people with real opportunity, an inclusive culture and work life balance. A true alternative. With over 5,000 people in the UK, and a presence in 150 global markets, we're on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. And with that comes the opportunity to help redefine what our industry looks like, and what you want from your career. Job Description: NEW GROUND WON'T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Sell-side Transactions Tax team advise shareholders and their companies throughout the lifespan of a transaction, to ensure they maximise their after-tax sales proceeds and manage tax risks. We focus on the tax affairs of privately owned and private equity backed companies. These are exciting businesses to work with, they are dynamic, entrepreneurial and often fast growing and they need us to help them navigate their increasingly complex tax compliance obligations and support with a range of tax advisory projects as they grow, restructure and consider succession planning. Our approach is to work hard to build a strong trusted adviser relationship - we listen to what they want to achieve from a business and a personal perspective and help them do so in the most tax efficient way. We are part of a much wider national tax practice that also consists of corporate and multinational (who deal with groups with significant multi-national footprint and in-house tax functions) and our specialist services (innovation tax, employment taxes, VAT and real estate). We are able to draw on this specialist expertise to support our Private Capital clients as they grow. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Associate Director within our sell-side tax team you will: Use your experience to deliver proactive and pragmatic advice to businesses and their shareholders at all stages of a transaction Support the development and mentoring of junior staff, ensuring they deliver high quality work Take a considered approach to risk, consulting the leadership team where appropriate Ensure a smooth and timely deals process, supporting clients as issues arise Bring a deep level of technical understanding to provide pragmatic, commercial advice to clients Knowing you're right for us We've set ambitious growth targets for the firm, and we need the right people to help us achieve these. We're looking for people who will bring ambition and drive to their role. In changing markets, we need to be able to work at pace and be adaptable to change and to be curious, asking questions of ourselves, each other and our clients to ensure we are delivering the services and quality we expect. Joining us as an Associate Director in the Sell-side transactions team, the minimum criteria you'll need is to be qualified (ACA, CTA, ATT) with demonstrable experience of supporting on deals at Manager level or above. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Deals experience, ideally on sell-side transactions but buy-side experience will also be helpful Experience of managing projects day-to-day, with limited supervision from leadership Ability to develop and mentor junior staff Knowing we're right for you The culture at Grant Thornton is what sets us apart, we're known for our inclusive culture and creating environments where all our people can flourish. The things that set you apart, we value them, and this helps us all to perform at our best. Our values are the unwavering principles that shape our daily behaviours and decisions, alongside our drive to do the right thing. We're looking for people who align with our values and are purposefully driven, actively curious and candid but kind. You can learn more about our values in practice here. It's not just about our culture and values, in addition to a competitive salary and reward package, us you'll also get: Tailored development programmes and access to coaching Flexible bank holidays - allowing you to celebrate the days that are important to you Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits Any benefits giving you access to shopping discounts, gym memberships, financial advice And more. Visit our benefits section to read more. How we work We have a trust-based way of working, driven by responsible people who have the best interests of our firm and our clients at heart. Our how we work framework gives flexibility in where, how, and when we work to deliver the best results for our clients, whilst helping you keep a balance between work and life. Life is more than work, the things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles. That is how it should be. We're looking for people who can help drive the business forward, who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Oct 31, 2025
Full time
Alternatively, Grant Thornton At Grant Thornton we do things differently - looking to the future, driving ambitious growth and pioneering positive change in our industry. Providing audit, tax and advisory services, we empower clients through strategic insight, curiosity, and genuine partnership. And we empower our people with real opportunity, an inclusive culture and work life balance. A true alternative. With over 5,000 people in the UK, and a presence in 150 global markets, we're on an ambitious journey, from great to exceptional, and we need the best people to help us achieve our potential. And with that comes the opportunity to help redefine what our industry looks like, and what you want from your career. Job Description: NEW GROUND WON'T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. Our Sell-side Transactions Tax team advise shareholders and their companies throughout the lifespan of a transaction, to ensure they maximise their after-tax sales proceeds and manage tax risks. We focus on the tax affairs of privately owned and private equity backed companies. These are exciting businesses to work with, they are dynamic, entrepreneurial and often fast growing and they need us to help them navigate their increasingly complex tax compliance obligations and support with a range of tax advisory projects as they grow, restructure and consider succession planning. Our approach is to work hard to build a strong trusted adviser relationship - we listen to what they want to achieve from a business and a personal perspective and help them do so in the most tax efficient way. We are part of a much wider national tax practice that also consists of corporate and multinational (who deal with groups with significant multi-national footprint and in-house tax functions) and our specialist services (innovation tax, employment taxes, VAT and real estate). We are able to draw on this specialist expertise to support our Private Capital clients as they grow. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your work and life. A look into the role As an Associate Director within our sell-side tax team you will: Use your experience to deliver proactive and pragmatic advice to businesses and their shareholders at all stages of a transaction Support the development and mentoring of junior staff, ensuring they deliver high quality work Take a considered approach to risk, consulting the leadership team where appropriate Ensure a smooth and timely deals process, supporting clients as issues arise Bring a deep level of technical understanding to provide pragmatic, commercial advice to clients Knowing you're right for us We've set ambitious growth targets for the firm, and we need the right people to help us achieve these. We're looking for people who will bring ambition and drive to their role. In changing markets, we need to be able to work at pace and be adaptable to change and to be curious, asking questions of ourselves, each other and our clients to ensure we are delivering the services and quality we expect. Joining us as an Associate Director in the Sell-side transactions team, the minimum criteria you'll need is to be qualified (ACA, CTA, ATT) with demonstrable experience of supporting on deals at Manager level or above. It would be great if you had some of the following skills, but don't worry if you don't tick every box, we'll help you develop along the way. Deals experience, ideally on sell-side transactions but buy-side experience will also be helpful Experience of managing projects day-to-day, with limited supervision from leadership Ability to develop and mentor junior staff Knowing we're right for you The culture at Grant Thornton is what sets us apart, we're known for our inclusive culture and creating environments where all our people can flourish. The things that set you apart, we value them, and this helps us all to perform at our best. Our values are the unwavering principles that shape our daily behaviours and decisions, alongside our drive to do the right thing. We're looking for people who align with our values and are purposefully driven, actively curious and candid but kind. You can learn more about our values in practice here. It's not just about our culture and values, in addition to a competitive salary and reward package, us you'll also get: Tailored development programmes and access to coaching Flexible bank holidays - allowing you to celebrate the days that are important to you Benefits including pension, life assurance and private medical, additional holiday purchasing and health benefits Any benefits giving you access to shopping discounts, gym memberships, financial advice And more. Visit our benefits section to read more. How we work We have a trust-based way of working, driven by responsible people who have the best interests of our firm and our clients at heart. Our how we work framework gives flexibility in where, how, and when we work to deliver the best results for our clients, whilst helping you keep a balance between work and life. Life is more than work, the things you do, and the people you're with outside of work matter, that's why we're happy to look at flexible working options for all our roles. That is how it should be. We're looking for people who can help drive the business forward, who want to contribute, spark fresh ideas and go beyond expectations. People who want to be able to proudly do what's right, for the firm, our clients, our people and themselves. It's how it should be.
Pembrook Resourcing
Service Advisor
Pembrook Resourcing Shirley, West Midlands
Service Advisor Pembrook Resourcing are currently seeking on behalf of their client a service advisor to work in the aftersales department at their dealership. The ideal Service Advisor - Previous experience in a service role is preferred. A passion to deliver a high standard of customer service. An organised individual who can deal with many duties on the move. Excellent telephone and face-to-face communication skills Administration skills, be able to use computers with confidence and the ability to organise and prioritise work. Service Advisor key responsibilities - Establish rapport with and provide outstanding care to the customer Identify and anticipate ways in which you can help the customer and achieve sales targets by selling technician labour and products Book in customer vehicles for servicing, with the objective of maximising labour utilisation and efficiency Arrange alternative transport for the customer (courtesy cars where possible) and liaise with drivers regarding pick-up and delivery of customer vehicles Manage and follow up all work in progress on customer vehicles; liaise regularly with the customer and Workshop Controller (and Technicians as required) to meet pre-arranged time frames. Ensure the customer understands the service charges what work will be or has been carried out involve technical advisers to answer queries where necessary IT IS VERY IMPORTANT TO INCLUDE CORRECT CONTACT DETAILS, SO WE CAN CONTACT YOU REGARDING THE APPLICATION MADE! We wish you the best of luck!
Oct 31, 2025
Full time
Service Advisor Pembrook Resourcing are currently seeking on behalf of their client a service advisor to work in the aftersales department at their dealership. The ideal Service Advisor - Previous experience in a service role is preferred. A passion to deliver a high standard of customer service. An organised individual who can deal with many duties on the move. Excellent telephone and face-to-face communication skills Administration skills, be able to use computers with confidence and the ability to organise and prioritise work. Service Advisor key responsibilities - Establish rapport with and provide outstanding care to the customer Identify and anticipate ways in which you can help the customer and achieve sales targets by selling technician labour and products Book in customer vehicles for servicing, with the objective of maximising labour utilisation and efficiency Arrange alternative transport for the customer (courtesy cars where possible) and liaise with drivers regarding pick-up and delivery of customer vehicles Manage and follow up all work in progress on customer vehicles; liaise regularly with the customer and Workshop Controller (and Technicians as required) to meet pre-arranged time frames. Ensure the customer understands the service charges what work will be or has been carried out involve technical advisers to answer queries where necessary IT IS VERY IMPORTANT TO INCLUDE CORRECT CONTACT DETAILS, SO WE CAN CONTACT YOU REGARDING THE APPLICATION MADE! We wish you the best of luck!
haart
Trainee Estate Agent
haart
Are you a dynamic, driven, and customer-focused individual with a passion for sales? Join our team as a Sales Adviser and become a key part of driving business growth for our Estate Agency. This is a field-based role centered around canvassing, prospecting, and winning new business in your local area. As a Sales Adviser, you will be representing a reputable and established Estate Agency brand in your local area. Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Westcliff On Sea, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Westcliff On Sea: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Westcliff On Sea: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Westcliff On Sea: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Before starting with us, you will need to provide proof of business insurance for your vehicle. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: indsa
Oct 31, 2025
Full time
Are you a dynamic, driven, and customer-focused individual with a passion for sales? Join our team as a Sales Adviser and become a key part of driving business growth for our Estate Agency. This is a field-based role centered around canvassing, prospecting, and winning new business in your local area. As a Sales Adviser, you will be representing a reputable and established Estate Agency brand in your local area. Be part of a supportive, ambitious, and high-performing team dedicated to your success and career progression. If you have a passion for sales, property, and delivering outstanding customer service, this is the perfect opportunity to grow and thrive in the property industry. As a Sales Adviser at haart Estate Agents in Westcliff On Sea, you will receive: £25000 basic salary Complete on target earnings of £42000 per year Additional commission scheme Access to company-wide incentive programmes. Full-time working hours: 8:30am to 6pm four weekdays per week, and 9am to 5pm every Saturday Additional benefits as a Sales Adviser at haart Estate Agents in Westcliff On Sea: 30 days annual leave (includes bank holidays ) Enrolment at the Spicerhaart Learning & Development Centre Continued training as you grow and develop within your role Career progression opportunities Employee Assistance Programme (24/7 access to our confidential helpline) Eye care Employee Referral Bonus Company Pension Scheme Personal 'Talk Time' with our CEOs Opportunity to earn a place in the CEO Exclusive Achievers Club Eligibility for our annual black tie Elevate Awards, in categories related to your role Your journey as a Sales Adviser will begin with one week at the Spicerhaart Learning & Development Centre: Purpose-built training location Industry-leading training delivered through one-to-one and group sessions Day-to-day learning led by our industry experts Fully-paid hotel stay for the duration of your training at our Learning & Development Centre in Colchester, depending on travel time and distance An exciting second week at the L&D Centre within your first five-to-six weeks of employment. How you will make an impact as a Sales Adviser at haart Estate Agents in Westcliff On Sea: Ensuring that your daily/weekly/monthly business targets are always met. You will be the custodian of the Spicerhaart Ways for Valuation generation activities within the branch operation. Proactively communicate with all Valuation opportunities contained within our ROSIE software system through high levels of outbound call volumes ensuring that we are always keeping in touch. Ensuring that all call out campaigns targeted at properties for sale are fulfilled and that the ROSIE operating standards are maintained. Attend the Morning Meeting prepared with updates on the week's valuation pipeline. Lead as the Canvassing Champion, implementing a structured door-knocking and zonal canvassing strategy in accordance with the Spicerhaart Way, tracking new listings, withdrawn properties, and opportunities to generate leads. Ensure that ROSIE is utilised appropriately to manage market leads effectively so that no lead is lost. Proactively engage in daily 1:1 meetings with your line manager to identify coaching and business development opportunities. Ensuring that all portal opportunities driven through Rightmove Opportunity Manager and On The Market Valuation Manager are effectively managed on a daily basis. Managing and responding to intranet leads daily. Using ROSIE appropriately to ensure that all Local Owner to Sell (LOTS) customers are communicated with frequently with relevant discussion always looking to close down the Valuation opportunity. Generate referral business through first class customer engagement. Engage in local canvassing and prospecting activities in line with company processes, including social media, door knocking, telephone prospecting, and leaflet distribution. Be responsible for building your own personal brand through frequent social media and video usage. Take inbound calls ensuring that applicant registration is fulfilled in line with company training and that all opportunities for Valuations, viewings and Financial Services are identified and closed. Always looking for named 5 Google review opportunities from customers that you are engaging with as to build brand and personal reputation. The characteristics that will make you a successful Sales Adviser at haart Estate Agents in Westcliff On Sea: Passion Ambition Drive Strong work ethic Positive mindset Professional Good communicator People skills Customer-focused Respectful The Finer Details To be eligible to apply for this role, you will need: Full, clean UK driving licence. Access to your own vehicle, which must be in good condition. Before starting with us, you will need to provide proof of business insurance for your vehicle. Ability to work both independently and within a team. Basic IT proficiency and a keen eye for detail. Legal entitlement to live and work in the UK as per the Immigration, Asylum, and Nationality Act 2006. Evidence of right to work in the UK, such as: Passport, or Birth Certificate. At some point(s) in your application process, you will be required to interview via video call. Our Employee Assistance Programme offers up to six sessions of support and guidance, via telephone. Company financial commitments to annual eye tests, and glasses, are subject to the terms stated in the company Eye Test Policy. Employee referrals are subject to the terms stated in our Employee Referral Scheme. Please note : If you are successful in your application for this role but voluntarily leave the role within the first 12 months of employment, you may be required to reimburse the company for the costs associated with your training programme. Armed Forces Covenant: Spicerhaart is a forces-friendly company offering many Estate Agency roles to those considering leaving the forces. If you are looking for an exciting career, where you feel part of something bigger, and where your excellent communication skills come into play every single day, then the world of property sales and lettings could be for you. Please visit: Equal Opportunities: At Spicerhaart, variety makes our Company DNA come to life. We love people, and what's more, we love the differences that make each person who they are, we support you and encourage those differences, to make you the best person you can be. Spicerhaart are proud to be an equal opportunity workplace and we welcome all talented individuals to apply for a career with us. We are committed to equal employment opportunity regardless of race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity. If you have a disability or special need that requires accommodation, please let our Talent Team know and we will be happy to assist to the best of our ability - regardless of how small or large your requirement may be. To All Recruitment Agencies: Spicerhaart does not accept speculative agency CVs. Please do not forward CVs to the Talent Team, Spicerhaart employees or any other company location. Spicerhaart is not responsible for any fees related to unsolicited CVs received from external recruitment sources through our Preferred Suppliers List or otherwise. Privacy Policy: We process any information you provide in accordance with our Privacy Policy which is available on the Spicerhaart website: indsa
Pembrook Resourcing
Service Advisor
Pembrook Resourcing Ipswich, Suffolk
Service Advisor Pembrook Resourcing are currently seeking on behalf of their client a service advisor to work in the aftersales department at their dealership. The ideal Service Advisor - Previous experience in a service role is preferred. A passion to deliver a high standard of customer service. An organised individual who can deal with many duties on the move. Excellent telephone and face-to-face communication skills Administration skills, be able to use computers with confidence and the ability to organise and prioritise work. Service Advisor key responsibilities - Establish rapport with and provide outstanding care to the customer Identify and anticipate ways in which you can help the customer and achieve sales targets by selling technician labour and products Book in customer vehicles for servicing, with the objective of maximising labour utilisation and efficiency Arrange alternative transport for the customer (courtesy cars where possible) and liaise with drivers regarding pick-up and delivery of customer vehicles Manage and follow up all work in progress on customer vehicles; liaise regularly with the customer and Workshop Controller (and Technicians as required) to meet pre-arranged time frames. Ensure the customer understands the service charges what work will be or has been carried out involve technical advisers to answer queries where necessary IT IS VERY IMPORTANT TO INCLUDE CORRECT CONTACT DETAILS, SO WE CAN CONTACT YOU REGARDING THE APPLICATION MADE! We wish you the best of luck!
Oct 31, 2025
Full time
Service Advisor Pembrook Resourcing are currently seeking on behalf of their client a service advisor to work in the aftersales department at their dealership. The ideal Service Advisor - Previous experience in a service role is preferred. A passion to deliver a high standard of customer service. An organised individual who can deal with many duties on the move. Excellent telephone and face-to-face communication skills Administration skills, be able to use computers with confidence and the ability to organise and prioritise work. Service Advisor key responsibilities - Establish rapport with and provide outstanding care to the customer Identify and anticipate ways in which you can help the customer and achieve sales targets by selling technician labour and products Book in customer vehicles for servicing, with the objective of maximising labour utilisation and efficiency Arrange alternative transport for the customer (courtesy cars where possible) and liaise with drivers regarding pick-up and delivery of customer vehicles Manage and follow up all work in progress on customer vehicles; liaise regularly with the customer and Workshop Controller (and Technicians as required) to meet pre-arranged time frames. Ensure the customer understands the service charges what work will be or has been carried out involve technical advisers to answer queries where necessary IT IS VERY IMPORTANT TO INCLUDE CORRECT CONTACT DETAILS, SO WE CAN CONTACT YOU REGARDING THE APPLICATION MADE! We wish you the best of luck!
Eden Rose
Independent Financial Advsier (Chartered Desired)
Eden Rose Gloucester, Gloucestershire
Financial Adviser (Pathway to Senior Management) Location: Gloucester (Office-based initially, with flexibility) Salary: £50,000 - £75,000 (DOE) Exceptional candidates may be considered at higher levels Qualifications: Level 4 Diploma essential Chartered or working towards highly desirable About the Firm We're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets. This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning. The Opportunity Due to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person. Key Responsibilities Manage and develop a loyal portfolio of private clients. Deliver holistic, independent financial advice aligned with clients' long-term goals. Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators. Contribute to the firm's growth and strategic direction over time. What We're Looking For Level 4 Diploma in Financial Planning (Chartered status desirable). Minimum 3 years' experience as an Adviser within an independent or restricted environment. Personable, ethical, and client-focused - not a sales-driven mindset . Comfortable advising clients with professionalism, integrity, and empathy. Ideally bringing a small client book (not essential). Open to candidates under restrictive covenants (case by case). What's On Offer Salary: £50,000 - £75,000 (higher considered for exceptional candidates). Bonus: Flexible structure - can include percentage of new business or trail. Pension: 5% employer / 5% employee. Holidays: 25 days + statutory. Additional Benefits: Electric car scheme (after qualifying period). Health scheme. Full professional development and study support. Collaborative, low-turnover environment focused on fairness, progression, and long-term success. If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.
Oct 31, 2025
Full time
Financial Adviser (Pathway to Senior Management) Location: Gloucester (Office-based initially, with flexibility) Salary: £50,000 - £75,000 (DOE) Exceptional candidates may be considered at higher levels Qualifications: Level 4 Diploma essential Chartered or working towards highly desirable About the Firm We're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets. This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning. The Opportunity Due to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person. Key Responsibilities Manage and develop a loyal portfolio of private clients. Deliver holistic, independent financial advice aligned with clients' long-term goals. Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators. Contribute to the firm's growth and strategic direction over time. What We're Looking For Level 4 Diploma in Financial Planning (Chartered status desirable). Minimum 3 years' experience as an Adviser within an independent or restricted environment. Personable, ethical, and client-focused - not a sales-driven mindset . Comfortable advising clients with professionalism, integrity, and empathy. Ideally bringing a small client book (not essential). Open to candidates under restrictive covenants (case by case). What's On Offer Salary: £50,000 - £75,000 (higher considered for exceptional candidates). Bonus: Flexible structure - can include percentage of new business or trail. Pension: 5% employer / 5% employee. Holidays: 25 days + statutory. Additional Benefits: Electric car scheme (after qualifying period). Health scheme. Full professional development and study support. Collaborative, low-turnover environment focused on fairness, progression, and long-term success. If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.

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