Financial Services Representative
2 weeks ago
The estimated salary for this position is $45,000 - $65,000 per year.
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Relationship Banker. In this role, you will be responsible for building and maintaining strong relationships with clients, providing expert financial solutions, and delivering exceptional customer service.
Key Responsibilities:
- Build and maintain relationships with existing and prospective clients
- Assess client financial needs and provide tailored solutions
- Market bank products and services to clients
- Process customer requests and transactions in a positive and professional manner
- Meet individual sales goals and objectives
Requirements:
- High school diploma or equivalent required; one year of customer-facing experience preferred
- Ability to work independently and as part of a team
- Strong communication and interpersonal skills
- Basic computer skills and knowledge of MS Office programs
-
Customer Service Representative
4 weeks ago
Newton Abbot, Devon, United Kingdom Tesco Full timeServing customers with passion and pride is at the heart of this role. As a Customer Service Representative, you will be responsible for delivering great natural service to our shoppers every day.We are looking for someone who is passionate about serving others and has excellent communication skills. You will work closely with your colleagues to create a...
-
Customer Service Representative
4 weeks ago
Newton Abbot, Devon, United Kingdom T. Quality Ltd Full timeT. Quality Ltd is a dynamic company looking for a Customer Service Representative to fill this 16 hour position.Key Responsibilities:Experience with Microsoft packages.Some experience in a customer service and sales environment.We provide a competitive salary of £17,856.00 per annum + bonuses and a range of benefits, including a discretionary bonus scheme,...
-
Courier Service Representative
3 days ago
Newton Abbot, Devon, United Kingdom Evri Couriers Full time £15 - £17Elevate your career as a Courier Service Representative with Evri Couriers! As a key member of our team, you'll play a vital role in delivering exceptional customer experiences and ensuring timely parcel delivery. With full training and support from day one, you'll have the opportunity to develop your skills and take your career to the next level.About the...
-
Advisory Services Representative
6 days ago
Newton Abbot, Devon, United Kingdom Wise Employment Full timeWe are looking for a skilled Advisory Services Representative to join our team at Wise Employment in Devon.About the Role:Work with clients and candidates to provide expert advice and guidanceAnalyse data and create detailed reportsCollaborate with colleagues to achieve business objectivesKey Requirements:Proven track record of providing excellent customer...
-
Customer Service Representative
4 days ago
Newton Abbot, Devon, United Kingdom Wise Employment Full timeWe are seeking a skilled Customer Service Representative to join our Talent Pool in the Devon Area.About the Role:We offer a competitive estimated salary of £20,000 per annum.This is a temporary position with the opportunity to work various locations in Devon.The benefits include weekly pay, pension scheme, and holiday allowance.Key Responsibilities:To...
-
Customer Service Representative
3 weeks ago
Newton Abbot, Devon, United Kingdom Threeuk Full timeJob Overview: As a Customer Service Representative at Three UK, you will play a vital role in delivering exceptional customer experiences. This fast-paced retail environment demands a high level of coverage and customer care, making it an ideal opportunity for those who thrive under pressure.Key Responsibilities:Understand each customer's needs and...
-
Financial Services Professional
3 weeks ago
Newton Abbot, Devon, United Kingdom Cathedral Appointments Ltd Full timeCathedral Appointments Ltd is a leading provider of Financial Services recruitment solutions, and we are currently seeking a skilled Paraplanner to join our team in Newton Abbot.This role offers a unique blend of office and remote work, allowing the successful candidate to maintain a healthy work-life balance while still delivering high-quality results.The...
-
Financial Services Professional
7 days ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeWe are seeking a Financial Services Professional to join our team at Trial Balance. The ideal candidate will have experience in statutory accounts preparation, tax compliance, and management accounting.The salary for this role is estimated to be around £45,000 - £60,000 per annum.Key responsibilities include:Preparation of statutory accounts for clientsTax...
-
Management Trainee
3 weeks ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeCareer Development OpportunitiesIn this management trainee - financial services role, you will have the opportunity to develop your skills and knowledge in financial management and contribute to the success of our organization. As a member of our finance team, you will be responsible for supporting major accounting projects, preparing financial statements,...
-
Financial Services Manager
24 hours ago
Newton Abbot, Devon, United Kingdom Trial Balance Full timeTrial Balance is seeking an experienced Financial Services Manager to lead our practice development initiatives.The successful candidate will have a solid understanding of accounting and tax standards and a proven track record of delivering results in a practice environment.This role offers a unique opportunity to work with a market-leading supplier of...
-
Comprehensive Financial Services Specialist
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000We are seeking a highly skilled Financial Planning Professional to join our team at Cavendish Maine. As a Diploma Qualified Paraplanner, you will have the opportunity to work in a dynamic and supportive environment and contribute to the delivery of high-quality financial planning services.Key responsibilities of the role include:Providing expert financial...
-
Paraplanner - Financial Services
6 days ago
Newton Abbot, Devon, United Kingdom Cavendish House Recruitment Full timePension Administration Role with Cavendish House RecruitmentA dynamic recruitment agency is seeking a skilled Paraplanner to join their team. As a Paraplanner, you will be working closely with Chartered Financial Planners to deliver high-quality services to clients.Main Responsibilities:Supporting senior planners in preparing client reports and...
-
Comprehensive Financial Services Coordinator
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000Job DescriptionCavendish Maine is a leading provider of comprehensive financial services, and we are currently seeking a highly skilled Paraplanner to join our team. The successful candidate will be responsible for providing high-quality, comprehensive financial planning advice to individuals, families, and businesses, working closely with our team of...
-
Financial Services Coordinator
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Careers Full timeAbout the Role:Cavendish Maine Careers is looking for an experienced Paraplanner to join our team. The successful candidate will work closely with our Chartered Financial Planners to provide comprehensive financial planning advice to clients.Main Duties:Receiving and acting on instructions from Advisers after client meetings.Analyzing and interpreting data...
-
Doncaster Financial Services Clerk
1 month ago
Newton Abbot, Devon, United Kingdom CV Screen Full timeJob Overview:We are currently recruiting for a skilled Doncaster Financial Services Clerk to join our finance team at CV Screen. In this role, you will contribute to the efficient management of our financial processes, working closely with our team to achieve excellence.Key Duties:Prepare detailed monthly project reports to meet deadlines and quality...
-
Comprehensive Financial Services Advisor
2 weeks ago
Newton Abbot, Devon, United Kingdom Cavendish Maine Full time £45,000We are seeking a skilled Paraplanner to join our team at Cavendish Maine, where you will have the opportunity to develop your expertise in Financial Planning. As a Diploma Qualified Paraplanner, you will have strong technical knowledge and the ability to provide high-quality advice to clients.The role involves providing comprehensive financial planning...
-
Business Development Representative
3 weeks ago
Newton Abbot, Devon, United Kingdom TLB Consulting Ltd Full timeAre you passionate about technology and enjoy working closely with customers to provide innovative solutions? We are seeking a highly skilled Business Development Representative to join our dynamic team at TLB Consulting Ltd.As a Business Development Representative, you will play a crucial role in creating, developing and growing a sales pipeline for...
-
Financial Services Specialist
1 month ago
Newton Abbot, Devon, United Kingdom KD Recruitment Limited Full timeCompany OverviewKD Recruitment Limited is a reputable staffing agency with a long history of providing top talent to the charitable sector.Job SummaryWe are seeking an experienced Financial Services Specialist for a temporary role in Scarborough. The successful candidate will have a strong accounting background and experience working with Sage 50.Key...
-
Sales Representative
1 month ago
Newton Abbot, Devon, United Kingdom ENGINEERINGUK Full timeAbout the RoleWe are looking for a highly motivated and skilled Sales Representative to join our Field Sales Representatives team in Newton Abbot, UK. This is a fantastic opportunity to develop your sales skills, build relationships with customers, and contribute to the success of our business.Key AccountabilitiesAs a Sales Representative, your main...
-
Financial Services Professional
1 week ago
Newton Abbot, Devon, United Kingdom Clark Wood Full timeAre you a highly skilled Accounts Senior looking for a new challenge? We have an exciting opportunity for an experienced professional to join our client's team in Newton Abbot. As an Accounts Senior, you will work with a variety of clients, including limited companies, sole traders, and partnerships from various business sectors.Your role will involve...