Financial Planning Specialist

1 day ago


SunburyonThames, Surrey, United Kingdom CV Library Full time
About the Role

We're seeking a talented Financial Planning Specialist to leverage their analytical skills and problem-solving abilities to drive successful projects.

As a leading provider of automatic door solutions, FAAC Entrance Solutions collaborates closely with clients, including contractors, architects, and specifiers, to design tailored solutions that make a meaningful impact.

Key Responsibilities:
  • Evaluate customer needs and create customized configurations.
  • Manage enquiry folders and CRM systems to track and process quotes.
  • Ensure smooth project handovers to design and operations teams.
  • Proficiency in MS Office and familiarity with CRM systems.
  • Experience in construction or technical estimating is advantageous, but transferable skills from other industries are also welcome.
Our Offer
  • A competitive annual salary of £28,000.
  • A dynamic team culture in a modern office environment.
  • Ongoing learning and development opportunities to support career growth.

This is an on-site role working 40 hours per week, with flexibility for your start and end times.



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