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Financial Services Associate

2 months ago

Worthing, West Sussex, United Kingdom Carpenter Box Full time
Job Title: Associate

We are seeking a highly motivated and organized Associate to join our team at Carpenter Box. As a key member of our team, you will be responsible for providing exceptional support to our clients and team, while also contributing to the growth and development of our business.

Key Responsibilities:
  • Manage a portfolio of clients, providing proactive support and guidance to ensure their financial needs are met.
  • Develop and maintain strong relationships with clients, identifying opportunities to expand our services and increase revenue.
  • Collaborate with the team to identify and implement process improvements, ensuring we remain at the forefront of the industry.
  • Contribute to the development of new business opportunities, working closely with the sales team to identify and pursue new leads.
  • Provide training and support to junior team members, ensuring they have the skills and knowledge needed to succeed in their roles.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, including pension contributions and private health insurance.
  • The chance to work with a talented and experienced team, making a real difference in the lives of our clients.
  • Access to our extensive online learning platform, ensuring you stay up-to-date with the latest industry trends and best practices.
  • A cycle-to-work scheme and other benefits to support your well-being and work-life balance.

We are looking for a highly motivated and organized individual with a passion for financial services and a desire to make a real difference in the lives of our clients. If you are a team player with excellent communication and interpersonal skills, we would love to hear from you.