TaylorsGloucester, 5 mi from Cheltenham
and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more...
Gloucester, 5 mi from Cheltenham
Talent Solutions, operating as an employment agency, are currently recruiting for a Service Engineer within the South on a permanent contract.
The successful candidate will work closely with an Exeter based Service Team to be responsible...
ConnellsWorcester, 21 mi from Cheltenham
quick look at the roleIn this role you will be listings and gaining new instructions for properties to market whilst maintaining the highest level of customer service. You will be building report with new and existing client's customers face to face...
DPDGloucester
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
DPDGloucester
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
ApexFocusGroupCheltenham
Now accepting applicants for Focus Group studies. Earn up to £700 per week part-time working from home. Must register to see if you qualify. No Customer Service Representative Agent experience needed.
Customer Service Representative Agent...
Anderson Recruitment LtdCheltenham
and full training is provided as long as you have exceptional customer service skills. This role will suit candidates that have an interest in the property industry and would enjoy liaising with customers to help them find their dream home...
Barnard MarcusWorcester, 21 mi from Cheltenham
awards
• Competitive basic salary with uncapped commission
• Car Allowance
Skills and experience required to be a successful Estate Agent
1. Preferably an experienced sales person
2. Outstanding customer care / customer service experience
3. ..
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Financial Advisor - Trainee
Cheltenham | Permanent | £30,000 - £50,000/year | www.cv-library.co.uk |
Financial Advisor - Trainee
Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.
They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.
In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.
In order to fulfil the requirements of this role, my client is looking for the following:
Professional individuals ideally already Qualified to Diploma 4 looking to progress into a career in Financial Services.
Ideally some Financial Services experience would be preferred – Mortgage Adviser / Protection Adviser etc. You need to be self-motivated and numeric, have excellent communication and organisational skills with the ability to work independently.
The principal functions of a financial advisor are to provide customers with accurate information and bespoke deals that will enable them to make educated choices that suits their specific requirements.
As such, this role will require a mix of telephone and face to face advice (including virtual). You need to maintain transparent financial and contract details and liaise with service providers.
The main responsibilities of this role will vary depending upon your specific role, but will typically include the following:
contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
conducting in-depth reviews of clients' financial circumstances, current provision and future aims
analysing information and preparing plans best suited to individual clients' requirements
completing risk analyses
researching the marketplace and providing clients with information on new and existing products and services
designing financial strategies
assisting clients to make informed decisions
researching information from various sources, including providers of financial products
reviewing and responding to clients changing needs and financial circumstances
promoting and selling financial products to meet given or negotiated sales targets
negotiating with product suppliers for the best possible rates
liaising with head office and financial services providers
communicating with other professionals, such as estate agents, solicitors and valuers
keeping up to date with financial products and legislation
producing financial reports
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
This really is an excellent opportunity for ambitious individuals who are keen to join a successful company and establish a long-term career in the Fianance sector.
Your hard work and commitment are reflected in your earnings and a generous bonus structure and benefits package is offered and tailored to your qualifications and experience
Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.
They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.
In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.
In order to fulfil the requirements of this role, my client is looking for the following:
Professional individuals ideally already Qualified to Diploma 4 looking to progress into a career in Financial Services.
Ideally some Financial Services experience would be preferred – Mortgage Adviser / Protection Adviser etc. You need to be self-motivated and numeric, have excellent communication and organisational skills with the ability to work independently.
The principal functions of a financial advisor are to provide customers with accurate information and bespoke deals that will enable them to make educated choices that suits their specific requirements.
As such, this role will require a mix of telephone and face to face advice (including virtual). You need to maintain transparent financial and contract details and liaise with service providers.
The main responsibilities of this role will vary depending upon your specific role, but will typically include the following:
contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
conducting in-depth reviews of clients' financial circumstances, current provision and future aims
analysing information and preparing plans best suited to individual clients' requirements
completing risk analyses
researching the marketplace and providing clients with information on new and existing products and services
designing financial strategies
assisting clients to make informed decisions
researching information from various sources, including providers of financial products
reviewing and responding to clients changing needs and financial circumstances
promoting and selling financial products to meet given or negotiated sales targets
negotiating with product suppliers for the best possible rates
liaising with head office and financial services providers
communicating with other professionals, such as estate agents, solicitors and valuers
keeping up to date with financial products and legislation
producing financial reports
contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.
This really is an excellent opportunity for ambitious individuals who are keen to join a successful company and establish a long-term career in the Fianance sector.
Your hard work and commitment are reflected in your earnings and a generous bonus structure and benefits package is offered and tailored to your qualifications and experience
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