Financial Sales Advisor

3 days ago


Bridgend, United Kingdom Recruit UK Full time

**Job Title**: Financial Sales Advisor

**Industry**: Financial Services

**Location: Bridgend**

**Salary**: £24,000

**Job Reference: 7074**

**Duties will include but not limited to**:

- Complete reviews with your client base
- Grow existing client base through sales-based strategies & business development ideas
- Attend & contribute to team meetings with internal and external stake holders
- Accurately completing documentation using in house databases and systems
- Adhere to company’s rules and regulations

**Benefits**:

- Generous holiday & pension contribution
- Home based working, flexibility with hours
- Petrol expenses covered
- £24,000 per annum
- Client base provided to you

**Skills and experience required**:

- Ability to create and maintain lasting client relationships both in person and digitally.
- Positive, motivated & professional 'can-do’ attitude
- Great communication skills
- Proficient in MS office (excel, word, outlook) and able to learn the use of database systems
- Sales experience required, financial services experience is desirable
- A car & full UK driving license, to travel to your clients

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with a Financial Advice firm based in Ilford on a Financial Sales Advisor role.

**Our commitment to you**:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

**Additional information**:



  • Bridgend, Bridgend county borough, United Kingdom Peter Alan Ltd Full time

    About the RoleWe are looking for a Financial Services Advisor to join our team in Bridgend. As a Financial Services Advisor, you will be responsible for providing expert advice on mortgage products and services to customers.The ideal candidate will have a strong track record in generating new sales and following through to completions. They should be...


  • Bridgend, Bridgend county borough, United Kingdom Yolk Recruitment Ltd Full time

    Job Title: Strategic Financial AdvisorWe are seeking a highly experienced Strategic Financial Advisor to join our team at Yolk Recruitment Ltd. The ideal candidate will have a strong background in management accounting and excellent communication skills.Key Responsibilities:Provide financial guidance and support to senior leadership, ensuring accurate and...


  • Bridgend, United Kingdom Yolk Recruitment Ltd Full time

    Yolk is working exclusively with a family run finance company based in Bridgend. This business has a strong client base both locally and throughout the UK. They aim to build strong relationships with their customer and client base and pride themselves onproviding a top-quality service. They are looking for a Customer Service and Sales Advisor to join their...

  • Retail Sales Advisor

    7 months ago


    Bridgend, United Kingdom Newross Impex Ltd Full time

    **Skopes Menswear** **Bridgend store - Retail Sales Advisor 24hrs** We are a leading menswear retailer, and we have 50 stores/concessions across the UK and have been operating for 75 years. The business is expanding further and we are currently seeking an experienced Retail Sales Advisor for our Menswear store based within **McArthurGlen Designer Outlet...


  • Bridgend, Bridgend county borough, United Kingdom Peter Alan Ltd Full time

    Peter Alan Estate Agency is seeking a talented Mortgage Advisor to join their team in Bridgend. This is an exciting opportunity for individuals who want to advance their careers in financial services.The estimated annual salary for this role is £45,000, with possibilities for substantial earnings growth.Key Accountabilities:Provide expert advice on mortgage...

  • Sales Advisor

    1 week ago


    Bridgend, United Kingdom Whittard of Chelsea Full time

    At Whittard, we’re passionate about bringing luxury tea and coffee to our communities. We’ve been achieving this goal since 1886, you could be part of our story in this new Sales Advisor role. Joining the Whittard family, you will provide exceptional customer service, strengthening the already successful Bridgend store in the community all while on the...


  • Bridgend, Bridgend county borough, United Kingdom Peter Alan Ltd Full time

    Peter Alan Estate Agency is seeking a highly skilled Mortgage and Protection Advisor to join their team in Bridgend, offering an outstanding opportunity with a guaranteed OTE of £45k.This role presents a unique chance to develop your skills and advance your career in the mortgage industry. You will be responsible for building strong relationships with...


  • Bridgend, United Kingdom McArthurGlen Designer Outlets Full time

    **Job description** Ted Baker Sales Assistant 30 hrs** **TED’s Guide to what the Sales Advisor does around here** **Ted’s Mission Statement** - Our Mission is to build a successful company through the creation of a leading designer brand. By conducting ourselves in an _**_efficient _**_and _**_courteous _**_manner and by maintaining Ted’s high...

  • Sales Advisor

    7 months ago


    Bridgend, United Kingdom Quickie Divorce Full time

    Quickie Divorce Limited is further expanding and looking for a sales advisor to join the new enquiries team. The team deals with inbound and outbound calls which are generated via online marketing. There is no cold calling involved, every client who calls or you call is interested in the services. Your job will be to work out what the client wants and needs...

  • Sales Advisor

    12 hours ago


    Bridgend, United Kingdom Oak Tree Energy Limited Full time

    Oak Tree Energy are a not-for-profit organisation, working to reduce carbon emissions and energy costs under the Energy Company Obligation (ECO) scheme. We are now looking to recruit a part-time diary co-ordinator/sales advisor, this is a fantastic opportunity to join a dynamic, fast-growing company with the community at the heart of its core values. This...

  • Car Parts Advisor

    1 week ago


    Bridgend, United Kingdom Nathaniel Car Sales Ltd Full time

    At Nathaniel Cars, we've been helping customers buy, sell and maintain their cars in South Wales and further afield for over 40 years. Our philosophy is we believe that hard work, enthusiasm, plus respect for our customer's offers a winning formula. Nathaniel’s are the main dealer for Mg, Fiat, Abarth, Jeep and Alfa Romeo in Bridgend and Cardiff and stock...

  • Sales Advisor

    7 months ago


    Bridgend, United Kingdom McArthurGlen Designer Outlets Full time

    **Job description** Like the idea of joining the Saltrock family? We are looking for a Sales Advisor on a 12 hour contract to come aboard and join the next part of our adventure! The Atlantic Ocean, North Devon Coast and salty air. For over 30 years, Saltrock; a British, coastal, lifestyle brand, has had holiday, family, spirt and fun at its heart. Our...

  • Service Advisor

    7 months ago


    Bridgend, United Kingdom Nathaniel Car Sales Ltd Full time

    We are currently recruiting for a new Service Advisor to help us keep our Bridgend branch running smoothly. **What we can offer you** - 30 days’ holiday allowance. - Pension scheme. - Staff and family discounts. - Opportunities for training and progression **Hours** Full time: Monday - Friday, 8am - 5.30pm, and rotational Saturdays, currently 8:30am -...

  • Sales Advisor

    14 hours ago


    Bridgend, United Kingdom Ted Baker Full time

    **TED’s Guide to what the Sales Advisor does around here** **Ted’s Mission Statement** - Our Mission is to build a successful company through the creation of a leading designer brand. By conducting ourselves in an _ - efficient_ - and _ - courteous_ - manner and by maintaining Ted’s high standards and _ - integrity_ - , we pride ourselves in always...


  • Bridgend, United Kingdom McArthurGlen Designer Outlets Full time

    **Job description** Ted’s Mission Statement** - Our Mission is to build a successful company through the creation of a leading designer brand. By conducting ourselves in an _**_efficient _**_and _**_courteous _**_manner and by maintaining Ted’s high standards and _**_integrity_**_, we pride ourselves in always being in a position to satisfy the needs of...

  • Customer Advisor

    7 days ago


    Bridgend, United Kingdom Pavers Full time

    We have a part time Customer Advisor opportunity to join our Pavers team at McArthur Glen Designer Outlet in The Derwen, Bridgend, on an 8 hours per week contract. You’ll need good availability as the role will include a mixture of weekend and weekday working. **What we look for in a Customer Advisor** We are looking for **friendly**, **engaging**, and...


  • Bridgend, United Kingdom McArthurGlen Designer Outlets Full time

    **Job description** Clarks Temp Sales Advisors 8-38hrs** If you love footwear, fashion and people, Clarks is the place to be; as a Sales Team Member, you’ll be in the thick of the action, helping customers find shoes they’ll adore. In many ways, you’ll be the face of Clarks - welcoming people into your store, where they’ll find fantastic footwear...


  • Bridgend, United Kingdom McArthurGlen Designer Outlets Full time

    **Job description** TED’s Guide to what the Sales Advisor does around here** **Ted’s Mission Statement** - Our Mission is to build a successful company through the creation of a leading designer brand. By conducting ourselves in an _**_efficient _**_and _**_courteous _**_manner and by maintaining Ted’s high standards and _**_integrity_**_, we pride...


  • Bridgend, United Kingdom Quickie Divorce Full time

    Quickie Divorce Limited has an exciting new opportunity for a sales advisor to join its team. The sales team within our online services division are target driven telesales representatives who deal with inbound and outbound enquiries coming in from website conversions. The sales staff work to conversion based targets within a competitive environment...


  • Bridgend, United Kingdom Saltrock Bridgend Full time

    Like the idea of joining the Saltrock family? We are looking for Temporary Sales Advisors to come aboard on 4 and 12 hour contracts to cover the summer peak period. The Atlantic Ocean, North Devon Coast and salty air. For over 30 years, Saltrock; a British, coastal, lifestyle brand, has had holiday, family, spirt and fun at its heart. Our inspiration flows...