Customer advisor jobs in LeicesterCrear alertas

We are currently looking to appoint a Health and Safety Advisor. This is a fantastic opportunity for a proactive Health and Safety Advisor to join our established team and work with us to deliver great customer service and ongoing support to our clients. YMD Boon is a high-profile independent, multi-professional consultancy practice with over 50 years’ experience. We provide dedicated services from architectural design, building surveying, project management, maintenance and health and safety. The Role: • To provide comprehensive in the field support for H&S Management to a range of clients including Education, retail and construction as well as any other clients of the organisation as required., • Travelling to client locations generally around the Midlands to ensure their working practices are safe and comply with legislation., • Support in the development of local policies, procedures and risk assessments, • Undertake management audits/ reviews, producing reports that suggest improvements., • Produce reports to suggest improvements to management., • Support of property related health and safety matters including Fire Safety, Asbestos and Legionella Management., • The delivery and development of a range of CPD accredited H&S training including asbestos management, accident investigation and manual handling., • Undertake and support of accident investigations including production of reports, and reporting under RIDDOR as required, • Produce newsletters and bulletins., • Maintain visible records of client visits., • Liaise and support with internal colleagues on matters of health and safety., • Maintain cloud-based platforms for eLearning and incident reporting., • Support and mentor other team members with their professional development. Key skills and experience: • Experience within a similar outsourced health and safety support role., • Around 3 years’ experience in health and safety as a minimum., • A minimum of a NEBOSH level 3 or equivalent must be held to be fully competent in the role., • Experience in the education & construction sector would be advantageous., • Comfortable with digital and cloud-based systems, • You must have strong interpersonal skills as this is a client facing role., • Be a team player and support the wider team if necessary., • Be flexible., • Hold a full UK driving licence and be open to travel to client sites multiple days per week. Package: Work-life balance is key to effective and sustained service delivery. We encourage staff to engage with charity, sports, and community and company events. We have a communication ethos which is responsive to each member of staff and their needs. All our staff are valued equally, and we maintain a flexible approach to developing your skills, encouraging career development and addressing personal needs. We offer competitive salaries respecting your skills and experience in addition to the following: • Contributory pension scheme, • 21 days’ annual leave plus Bank Holidays, • Birthday’s off!, • Additional discretionary Christmas leave each year, usually between 3 and 5 days depending on how Christmas falls., • Health cash plan, • High street discounts, • Life assurance, • Health and wellbeing support, • Subsidised social events, • Private office car parking, • The role is full time hours Monday to Friday with a degree of flexibility.

Sales and Direct Marketing Advisor - Central Leicester (No Experience Required) Do you want to join a lively, fun, and social team environment in the Central Leicester area, with a role that rewards success and supports your career progression? Our client based in Central Leicester, is an award winning sales and marketing organisation; who are looking to enhance their sales team with independent individuals who are capable of seeking and developing new opportunities within the sales and marketing industry. Within this opportunity you will be working alongside the best sales and marketing specialists, promoting an exciting client portfolio. You will represent iconic brands and play a very important role in ongoing business success while developing your skills in residential environments. This opportunity will provide high rewards both career wise, and financially. The successful candidate will be a well-presented, self-starter capable of demonstrating a desire to succeed in a field sales environment. What makes this opportunity stand out? • Quarterly team events and retreats that keep work exciting and help you build genuine connections, • Performance-related bonuses and incentives that reward both effort and outcomes, • Comprehensive training with the guidance of experienced mentors to sharpen your skills and confidence, • Immediate Starts Available! Successful candidates will: • Have strong communication skills in English, • Bring self-motivation, drive, and ambition to fuel your professional growth, • Possess a competitive sales mentality, • Full time equivalent availability (4/5 full days a week between Mon-Sat), • Embrace teamwork and collaborate to drive results together If you can demonstrate the qualities as set out above and believe that you have the ability to develop new business, they would like to hear from you! No experience is necessary although our client welcomes candidates with any previous experience in the following areas: customer service, sales assistant, retail, marketing assistant, direct sales, direct marketing, retail, call centre, bar manager, customer service advisor, hospitality, receptionist, warehouse, care assistant, front of house, warehouse assistant, direct marketing, retail assistant and any other customer service or sales role. If you have the energy and determination for this self-employed, commission-based role, apply now. A member of their recruitment team will be in touch by phone call if you have been shortlisted. Our client welcomes recent graduates and individuals looking to start their sales career, offering opportunities on a full-time equivalent basis (4-5 full working days per week between Monday to Saturday). • Please note, by applying to this advert you acknowledge our privacy policy applies and give consent for Blackwater Recruitment to share the data you provide with our client so that they may contact you regarding the role or any other role they deem you suitable for. For more information, please see our website before applying.

Salary: £16.49 per hour. Bonus: After successfully completing your probationary period, you can earn a performance-related bonus of up to 20%. Advisors who consistently meet targets also have the opportunity for enhanced pay. Shifts: Sunday 7am–3pm, Monday to Wednesday 11am–7pm, and Thursday 11am–6.45pm (36 hours per week). Training: A four-week induction, Monday to Friday 8am–4pm, based onsite at Radar Road, Leicester. Location: Hybrid working, with at least one day a week at our Radar Road Contact Centre, Leicester (LE3 1UF). What you’ll take on: As an International Language Advisor, you will provide exceptional service to our customers through calls, emails, and chats. Whether you are resolving account queries or tracking parcels, your focus is to put the customer first. You will use your communication skills to build trust and connect with customers, listening carefully to their needs. With no sales targets, you have the freedom to focus entirely on providing the best possible support. Your success is measured by the satisfaction of the people you help. What you’ll bring: We are looking for team-oriented people with a positive approach and a genuine passion for helping others. • Language Skills: Fluent in both written and spoken English and Hebrew., • Experience: Previous experience in a contact centre or customer-facing role., • Skills: Strong literacy and numeracy skills, with the ability to navigate computer systems effectively., • Mindset: An empathetic and resilient attitude, with a focus on resolving concerns so our customers can continue to enjoy their shopping experience. Our benefits: • 25% off most NEXT, MADE*, Lipsy*, Gap* and Victoria's Secret* products (*when purchased through NEXT), • Quarterly bonuses, • Free parking on Next authorised sites, • Access to fantastic discounts at our Staff Shops & early VIP access to sale stock, • 10% off most partner brands & up to 15% off Branded Beauty, • Restaurants with great food at amazing prices, • Hot deals and exclusive offers from over 3,500 retailers through our online benefits platform, • Access a digital GP and other free health and wellbeing services, • Sharesave scheme, • Financial Wellbeing - Save, track and enhance your financial wellbeing, • Direct to Work - Discount online and instore, collect your items the next day for free from your place of work or local store, • Support Networks - Access to Network Groups to empower and celebrate each other, • Wellhub - Discounted flexible monthly gym memberships, with apps, PT sessions and more What’s NEXT: Press the apply button now to start your application. Once you have applied for the job, we will initially consider your skills and experience based on your application. In accordance with Home Office guidance successful candidates will be required to evidence their right to work in the UK before commencement of employment. This role is not one we would typically consider for sponsorship under the Skilled Worker route due to, for example, the relevant Home Office requirements on skills level, not being met. Candidates are therefore encouraged to consider their own right to work options without Next sponsorship. All successful applicants will be subject to criminal & credit checks in line with our Reference Policy. In order to apply for this position you must not have had an unsuccessful application for a similar role within the last 6 months.

Sales Advisor With Customer Service Skills.Immediate Availability - Start as a Sales Advisor.Put your sales and customer service skills to good use!.Join a friendly, fast growing sales advisor network and use your customer service skills; be rewarded with fantastic incentives which can include nati

This role will lead and shape the company's health, safety, and environmental strategy across all operations, acting as a senior advisor to leadership to ensure compliance with regulatory requirements, customer standards, and best practice. Leading the site-wide Health, Safety and Environmental str

This role will lead and shape the company's health, safety, and environmental strategy across all operations, acting as a senior advisor to leadership to ensure compliance with regulatory requirements, customer standards, and best practice. The business is seeking a Health & Safety Manager to drive

The role of Sales Advisor, reports to the Sales Manager and carries out all aspects of the day to day running of the site sales complex, ensuring that outstanding customer service is delivered throughout the customer journey. Our East Midlands Division is looking to recruit a Sales Advisor to join t

On successful completion of the apprenticeship you will be a qualified Parts Advisor and will gain a Level 2 Customer Service Practitioner Parts Advisor Certification. Customer Service (Parts Advisor) Apprentice. We have a fantastic opportunity for a Customer Service (Parts Advisor) Apprentice to j

A recruitment agency is looking for a Customer Service Advisor to manage inbound calls and emails, deliver exceptional customer service, and achieve performance targets. Candidates should have experience in customer service, strong communication skills, and proficiency with numbers.

Do you have experience in waitressing or barista service? If so and you possess excellent customer service skills, we want you as a Sales and Customer Service advisor. Our client is a Sales and Marketing Company renowned for excellent customer service while achieving high volume customer acquisition

Ideal candidates will have experience in face-to-face sales, with a preference for those from a residential building background.

Want a soul-sucking call centre job?.We’re not here to read scripts or tick boxes.We’re here to shake things up, to make energy better for our customers and the planet.That means real conversations, real problem-solving, and real impact.The best bunch of people you’ve ever worked with—curiou

Additionally, Advisors who consistently meet KPI targets have the opportunity for an enhanced pay. We have established a strong partnership with Nordstrom, a premier multi-channel retailer in the US, and are preparing to open up to 10 NEXT-branded stores in key Indian cities, including Bengaluru, De

We believe in warmth, kindness, and going the extra mile – because that’s what good service looks like. Live for great customer service.

A leading digital insurance provider in Leicester is seeking a New Business Customer Advisor to provide customers with new quotes and ensure they have the right coverage.

Your role: The New Business team provides customers with new quotes, whether they're looking for car, bike, van, home, or multi-car/bike policies. What we're looking for in a New Business Customer Advisor:* Self-motivated individuals that take pride in what they do, uphold our values, and focus

A family-run industry leading business in Wigston is seeking a Retail Sales Advisor to join their friendly team. This full-time, permanent position is perfect for those with a passion for customer service and retail sales experience.

A leading perfume retailer in Leicester is seeking a passionate Sales Advisor to deliver outstanding customer experiences and grow sales. In this role, you will provide personalized advice to customers and assist in achieving store targets. The ideal candidate should have excellent customer service

As an International Language Advisor, you’ll deliver outstanding service to our customers via inbound and outbound calls, emails, and chats, all while navigating our computer systems. Prior experience in customer service—ideally in a contact centre or customer‑facing role—along with a team��

We help and support our customers with making contact with customers who have been in contact with us first yes youll only speak to customers who have been in contact with us first! What a dream. In a nutshell youll be interacting with customers to carry out initial reviews of their needs assisting

An international customer service firm in Leicester is looking for Customer Service Advisors to assist with a busy sales period. Ideal for those with a good telephone manner and customer service experience.

A dynamic marketing company in Leicester is seeking a Sales and Customer Service Advisor. Responsibilities include supporting marketing campaigns and achieving customer acquisition goals.

A leading automotive dealership in the UK is seeking a motivated Sales Advisor to join their team.This position involves cultivating strong customer relationships, addressing queries, and offering tailored quotations.The ideal candidate will have excellent communication skills, a valid UK driving li

A leading UK house builder is seeking a Senior Sales Advisor to manage sales aspects of property developments. This site-based role requires excellent customer interaction and support for Sales Advisors, aiming to exceed sales targets while providing top-notch service.

A leading retail company in Leicester is seeking an International Language Advisor to provide outstanding customer service via calls, emails, and chats. Applicants should possess excellent communication skills and prior experience in customer service. The role requires fluency in both English and Ar

Join us as a Customer Service Advisor at the largest Independent Conveyancing and Property Services group in the UK. WHAT YOU’LL BE DOING AS A CUSTOMER SERVICE ADVISOR. Requirements For The Role Of Customer Service Advisor.

The role involves delivering exceptional customer service while fitting car parts and servicing cycles. Ideal candidates will have retail experience and a proactive customer approach. Comprehensive training will be provided to support career development.

Key Skills: Customer Service Advisor, Telecommunications, Customer Service, Data Entry, Business-to-Customer, Inbound. This is an fantastic opportunity to be part of a professional customer service team delivering first line support for a successful distribution centre. We have some very exiting opp

Internal Sales Executive - Electrical Wholesale Electrical Wholesale Sales Advisor / Internal Sales Executive. A Sunbury On Thames based electrical wholesaler have an opportunity for an Internal Sales Executive / Telesales Executive to join the team in both an office-based position and a customer facing trade counter role. The Electrical Wholesale Sales Advisor / Internal Sales Executive will either make outbound B2B telesales calls contacting businesses who would use their products whilst managing accounts and establishing long lasting relationships with existing customers and would also be down on the trade floor serving customers and liaising with warehouse workers. The appropriate candidate would be someone who is willing to help in all areas, this generally comes with the territory of a role like this. The Internal Sales Executive / Telesales Executive will need: Outbound telesales experience Experience of selling to suitable decision makers Excellent communication skills Experience working for an Electrical Wholesaler. Trade Counter experience desirable Driving Licence preferred but not essential The Internal Sales Executive / Telesales Executive salary up to 40k depending on experience plus commission, profit share and other benefits. 45 hours a week with potential of overtime on Saturday mornings. TPBN1_UKTJ

A flexible opportunity that works around you whether you're looking for Full or Part-Time. Imagine working for yourself, close to home, at your pace, around your lifestyle and commitments. Our network of over 1200 local Advisors enjoy these benefits, alongside great earnings. Hillarys, established over 50 years ago, remains the UK's leading provider of window furnishings solutions with an annual turnover of £250m. We're still enjoying strong growth and looking for more Advisors to join our team. As an Installer you will visit customers in their homes to measure and install a fantastic range of products, including shutters. Our team of Design Consultants will process the order and take payment so you can focus on offering great customer service. If this is unlike anything you've done before that's ok – most of our self-employed Advisors started from the same position and have gone on to run successful Hillarys businesses for many years with our support. Some of our installers have experience in construction or trades such as joiners, carpenters, and window or kitchen fitters. Your strong desire to learn and our award winning training will help you succeed. We make it easy to find out more so why not join us on a virtual Discovery Session and learn everything you need to know about being a Hillarys Advisor. You can ask a current Advisor and one of our Area Managers any relevant questions – all from the comfort of your armchair with zero commitment! Work for yourself, not by yourself : the benefits of your own local business, within a model that removes the worries: We're experts in advertising so you won't worry about finding customers Have the confidence that over 70% of customers go on to purchase from their Hillarys Advisor You can focus on outstanding Service, ensuring your customers buy, and come back time and again Flexible hours to suit your lifestyle: manage your own diary and the time you want to commit There's a reason that so many Hillarys Advisors are successful. We're just as committed as you to the partnership – that starts with a comprehensive package: Training-for-life, local business support, a plan that's built around you, and all the things you'll need to ensure a professional approach and finish from day one: All the professional and practical Training you'll ever need as you start and develop your business. Comprehensive Sales Toolkit including complete Product samples, Tablet and software Full Installation Toolkit, including all measuring equipment, and tools (including power tools) A professional image – Hillarys branded clothing, and personalised business cards & leaflets This is wrapped into a one-off with investment packages available from £1995 and we've even got flexible ways to pay to help spread the investment. This is unquestionably the most simple and effective way to access the UK's best opportunity. On top of the points above, you'll need to hold a valid UK driving licence to get to customers locally. To find out more complete the application form online, join one of our 45-minute Discovery sessions and learn about how good a fit Hillarys could be for you? TPBN1_UKTJ

We have an exciting opportunity and are looking for an accomplished salesperson in Leicester. £38,800 - £100,000 a year Our team of Business Development Managers play a pivotal role within the fast moving, targeted, high growth Payments industry, supporting businesses across the UK to reach their goals. As a BDM you will have autonomy for development opportunities in a specific postcode territory. Be at the forefront of innovation within payments technology. About Handepay: Handepay, part of the PayPoint Group, are a leading player in the payments industry and have a choice of multiple acquirers, helping even more businesses grow. When you combine this with our core values of honesty, transparency and integrity, it is clear to see why our Trust Pilot reviews are the best in the industry! Our employees speak highly of us because we believe that every customer and every employee counts. Key Responsibilities: Prospecting for new business via self-sourced leads and cold calling Appointing and conducting F2F business reviews with each customer to gain a full and detailed understanding of their requirements to allow you to tailor your approach and solution to match their needs Presenting our market leading proposition and savings whilst negotiating and closing business contracts with new customers To succeed youll have: Result orientated - maximise opportunities through referrals, networking and relationship building Thrives in a dynamic environment with quick turnarounds, and delivering work that exceeds customer expectations Excellent relationship building skills, with the ability to objectively evaluate and influence Resilience in overcoming objections while maintaining a positive outlook Proficiency with Microsoft applications and common customer success software Ability to evidence success in a sales role Full UK Driving Licence How youll be rewarded: £34,000 basic salary £4,800 car allowance + 25p per mile fuel Uncapped commission structure with an average OTE of £65k, top achievers earning £100k+ Quarterly & annual incentives A pathway to become a Senior BDM 25 days annual leave, plus 8 UK bank holidays Company mobile phone & laptop provided Contributory pension scheme Share incentive scheme Life assurance Electric/Hybrid Vehicle Scheme Full training and induction On-going training and support from your Area/Regional Sales Manager If you are looking for the next step in your sales career, this is the role for you. If you feel you meet some but not all of the above criteria, we still encourage you to apply as we review each application on its own merit. Apply today for this fantastic opportunity to join a market leader! You may have experience of the following: Business Development Manager, Business Development Management, Business Development, BDM, Business Development Executive, Field Sales Executive, Field Sales Advisor, Sales Manager, Sales Executive, Territory Sales, Regional Sales, Payments Consultant, Payments Specialist, Door to Door sales, B2B Sales. REF-226 553 TPBN1_UKTJ

Senior Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success and our goal is to provide a rewarding and fulfilling career in line with our values of quality, service and trust. Bellway is working towards becoming a more inclusive employer that values and respects individual differences in the workplace. There is an exciting opportunity to join Bellway, one of the UKs largest house builders. Our East Midlands Division are looking to recruit a Senior Sales Advisor to join the Divisions sales team. The Role The role of a Senior Sales Advisor is responsible for carrying out all of the sales aspects involved in the day-to-day running of the development, whilst being the first line of support for Sales Advisors and assisting Sales Managers. The role involves achieving or exceeding sales targets as well as effectively progressing reservations through contract exchange and legal completion. This is all whilst ensuring the highest level of service is provided to all customers. Overall principle accountabilities of the role include Be the first line of support for Sales Advisors, whilst giving assistance to Sales Managers. Assist sales management team and provide cover in the event of any Sales Managers holidays/sickness Support the sales management team in training, coaching, mentoring and development of Sales Advisors in all aspects of their role, including working closely with new Sales Advisors to assist/complete their induction process Effectively utilise Bellways CRM system, including maintaining accurate records and provide enhanced knowledge and experience of CRM/Sales Monitor to benefit other users of the system Responsible for achieving sales targets, as defined by senior management and the general presentation of the site and ensuring it is maintained to a high standard Liaise with customers, solicitors and financial advisors on a regular basis to ensure timely contract exchange and legal completions and ensure that all relevant knowledge is acquired to be able to give full and accurate information Proactively work with Sales Managers and colleagues to propose ideas to achieve increased sales Guide customers around show homes, stock plots and site to fully demonstrate the product and its features and benefits and ensure all site visitors have been made aware of Bellways Health and Safety Policy and they are always accompanied by a Bellway representative Liaise with Site Manager to ensure all customer meetings are arranged in a timely manner Assist customers post completion with any repairs or customer issues The above list of accountabilities is not exclusive or exhaustive. The post holder will be required to undertake any such duties as may be reasonably expected. Experience, Qualifications and Skills Experience Experience of working within the housebuildingindustry would be beneficial Experience of delivering an excellent customer experience Experience of working with confidential and sensitive information Experience of property sales and marketing process Ability to develop a thorough knowledge of the homebuying/conveyancing process Experience of dealing with people in a customer focused environment including home visits Experience of establishing effective working relationships with other property professionals and outside agencies Qualifications and Training Current full UK driving licence Access to a vehicle for business use as required Skills and Aptitude Ability to use own initiative to plan, prioritise and organise work in order to meet sales/completion targets Proficient IT skills along with a good working knowledge of Microsoft Office (Word, Excel and outlook) and the ability to adapt to new systems Ability to communicate effectively with customers and have good interpersonal skills Committed to diversity and inclusion The Role and Working Conditions Predominantly a site-based role but with travel to divisional offices as required Flexible approach with regard to working hours and location, including weekends and occasional evenings as required In return we can offer you: Competitive salary Competitive annual bonus Contributory pension scheme 25 days holiday, plus bank holidays Access to discounts and benefits portal ShareSave Scheme Cycle to Work Scheme Life assurance Holiday Purchase Scheme Earn and Learn Opportunities We reserve the right to close this vacancy if a large volume of applications are received. TPBN1_UKTJ

Sales and Direct Marketing Assistant - Central Leicester (No Experience Required) Do you want to join a lively, fun, and social team environment in the Central Leicester area, with a role that rewards success and supports your career progression Our client based in Central Leicester, is an award winning sales and marketing organisation; who are looking to enhance their sales team with independent individuals who are capable of seeking and developing new opportunities within the sales and marketing industry. Within this opportunity you will be working alongside the best sales and marketing specialists, promoting an exciting client portfolio. You will represent iconic brands and play a very important role in ongoing business success while developing your skills in residential environments. This opportunity will provide high rewards both career wise, and financially. The successful candidate will be a well-presented, self-starter capable of demonstrating a desire to succeed in a field sales environment. What makes this opportunity stand out Quarterly team events and retreats that keep work exciting and help you build genuine connections Performance-related bonuses and incentives that reward both effort and outcomes Comprehensive training with the guidance of experienced mentors to sharpen your skills and confidence Immediate Starts Available! Successful candidates will: Have strong communication skills in English Bring self-motivation, drive, and ambition to fuel your professional growth Possess a competitive sales mentality Full time equivalent availability (4/5 full days a week between Mon-Sat) Embrace teamwork and collaborate to drive results together If you can demonstrate the qualities as set out above and believe that you have the ability to develop new business, they would like to hear from you! No experience is necessary although our client welcomes candidates with any previous experience in the following areas: customer service, sales assistant, retail, marketing assistant, direct sales, direct marketing, retail, call centre, bar manager, customer service advisor, hospitality, receptionist, warehouse, care assistant, front of house, warehouse assistant, direct marketing, retail assistant and any other customer service or sales role. ?If you have the energy and determination for this self-employed, commission-based role, apply now. A member of their recruitment team will be in touch by phone call if you have been shortlisted. Our client welcomes recent graduates and individuals looking to start their sales career, offering opportunities on a full-time equivalent basis (4-5 full working days per week between Monday to Saturday). * Please note, by applying to this advert you acknowledge our privacy policy applies and give consent for Blackwater Recruitment to share the data you provide with our client so that they may contact you regarding the role or any other role they deem you suitable for. For more information, please see our website before applying. TPBN1_UKTJ

Assistant Financial Planner Leicestershire (our ref AL1393) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn. Based in Leicestershire they service high net worth clients across the UK and this year they were delighted to receive for the third time a Best Financial Advisor to Work for award by Professional Advisor. ROLE OVERVIEW: This is a structured two-year development role designed for individuals aspiring to become Financial Planners.As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams.You will gradually take on more responsibility developing the knowledge, skills, abilities and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and on the job training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, you may progress to a Financial Planner role, managing your own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required create detailed notes for client meetings highlighting the clients objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. Ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments Technical Tasks Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. ESSENTIAL QUALIFICATIONS 5 GCSEs or equivalent including English Language Grade C or above Part qualified level 4, diploma in Financial Planning Desirable - Qualified level 4, diploma in Financial Planning and an Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. EXPERIENCE Essential At least 3 years experience within financial services role, servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPIs and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace KNOWLEDGE AND SKILLS REQUIRED: Effective diary management to develop business and maintain high standards of customer service. Ability to effectively manage a portfolio of clients. Excellent interpersonal skills to conduct client meetings and build long term relationships. Excellent verbal and written communication skills. Ability to engage with a variety of people in a confident and professional manner. Self-motivated to set and achieve personal goals on a regular basis. Active in/ownership of personal development through qualifications, industry training and continual ongoing reading. Awareness of factors affecting Financial Planning. Ability to maintain professionalism whilst engaging with a variety of clients. Ability to problem solving and provide tailored client solutions. 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. TPBN1_UKTJ

You could be helping someone with a simple router question or something that needs a bit more work and ownership, you’ll be there for the customer supporting them all the way. Are you someone who likes solving problems? Maybe you like gaming or tinkering with technology? If so, you have transferra

We are looking for a dedicated and customer-centric individual to join the team as a Customer Sales Advisor. As a Customer Sales Advisor, your primary objectives will be to guarantee an excellent level of service to customers and achieve the highest level of sales for the company. Customer Engagemen

Metered Customer Service Advisor Fixed Term Contract 23 months. Development opportunities in line with the Metered Customer Service Advisor progression plan.

French Speaking Customer Service Advisors. This is an excellent opportunity for someone with strong communication skills and a passion for delivering outstanding customer service. This role involves providing exceptional customer care to consumers in the French markets affected by a specialised nutr

Responsibilities: Join our vibrant team as a Contact Centre Advisor! Your role will be pivotal in delivering outstanding customer service. Job Title: Contact Centre Advisor Location: St Philip's, Bristol Pay Rate: £12. All about you We're looking for enthusiastic candidates who: Have

Processing customer complaints, ensuring the best outcome for the customer and the company. Efficient, timely & detailed correspondence with external & internal customers. Previous customer service experience and excellent attention to detail is a must.

Dutch-speaking Customer Service Advisors. As a Careline Advisor, you will play a vital role in supporting consumers in the Benelux region affected by a specialised nutrition product recall.

If you’re someone who puts customers at the heart of every decision, understanding their needs, and helping them find the right solution, then this could be the perfect role for you. Join our Merthyr Sales Team, and you’ll be right at the heart of it – speaking with customers over the phone,

Looking for a permanent, rewarding role in Belfast City Centre that fits around your life and saves you money? We're hiring Financial Services Contact Centre Agents to join our supportive, fast paced customer service team.

CCP are delighted to be working with a well-established and growing brand based in Hampshire, who are looking to recruit a Fluent German Speaking Customer Service Advisor to support their rapidly expanding business. German Speaking Customer Service Advisor - 6-Month FTC Salary: £26,500 - £30,000 L

We're looking for an organised and enthusiastic Rental Customer Advisor for our Inverness Car & Van Rental branch.