Senior Sales Specialist for Financial Institutions
4 weeks ago
We are seeking an experienced Senior Sales Specialist to join our national sales team at Rathbone Brothers. The successful candidate will be responsible for promoting and developing RIM services within the UK Financial Adviser market.
The ideal candidate will have a deep understanding of the financial services industry, including investment products, rate cards, and marketing materials available. They will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with Financial Advisers and maintain accurate sales and relationship data on our Salesforce CRM system.
Key Responsibilities- Develop a consistent flow of quality new business introductions from UK Financial Advisers that meet our published criteria.
- Enhance market share from existing business sources through the promotion of RIM services.
- Implement a robust contact strategy for all introducers to ensure regular structured contact and meaningful outcomes.
- Gain a comprehensive understanding of the adviser's business model and identify any support needed.
- Assist in providing market feedback to the business.
- Maintain compliance with current regulations and frameworks, including TCF.
- Maintain and update accurate sales and relationship data on Salesforce CRM.
- Detailed knowledge of services available to Financial Adviser clients, including eligibility criteria, rate cards, documentation required, and marketing materials available.
- Extensive knowledge of investment products, the financial services industry, and competitors.
-
Senior Financial Coordinator
4 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeAbout the RoleWe are seeking an experienced Senior Financial Coordinator to join our team at Page Personnel Sales. In this role, you will be responsible for managing contracts, sales orders, and financial data with accuracy and attention to detail.The ideal candidate will have excellent proficiency in data tracking applications and be able to collaborate...
-
Senior Financial Operations Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeJob Title: Senior Financial Operations SpecialistEstimated Salary: £35,000 - £45,000 per annum.About Our Client:Our client is a well-established player in the business services industry, providing top-notch services to a diverse range of clientele. With a team of over 1,000 dedicated professionals, they hold a significant presence in the Birmingham area,...
-
Financial Management Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeAbout the JobWe are looking for a highly skilled Financial Management Specialist to join our team at Page Personnel Sales. This role involves managing contracts, sales orders, and financial data with precision and diligence.The successful candidate will have excellent analytical skills and be able to communicate effectively with colleagues to enhance...
-
Financial Reporting Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeAbout Our CompanyPage Personnel Sales is a leading recruitment agency in the UK, specialising in sales and marketing professionals.We are partnering with one of the UK's largest Private Equity fuelled software companies to find an exceptional Financial Reporting Specialist.The ideal candidate will have experience in financial reporting and data manipulation...
-
Financial Planning Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team in Birmingham. In this commercially focused role, you will work closely with SME businesses to support their business decision-making.Key ResponsibilitiesPreparing financial statements and management information to inform business decisionsIdentifying commercial...
-
Sales Performance Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom OneUp Sales Full timeOneUp Sales is a rapidly growing business with strong VC backing, revolutionising sales by focusing on the internal aspects of sales teams.We're looking for an experienced Senior Sales Development Representative to join our team in the UK. As a Senior SDR, you will be responsible for booking demos with multi-channel engagement primarily targeting the...
-
Financial Operations Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeJob Description:We are seeking a skilled Finance and Operations Administrator to join our team at Page Personnel Sales. As a key member of our team, you will play a crucial role in managing contracts, sales orders, and financial data.Your primary responsibilities will include ensuring the accuracy and up-to-dateness of financial information, collaborating...
-
Senior Financial Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Bluewater Tax Limited Full timeAbout the RoleWe are looking for a Senior Financial Specialist to join our team at Bluewater Tax Limited in Birmingham. As a Senior Financial Specialist, you will be responsible for managing client portfolios, mentoring junior team members, and providing expert tax and accounting advice to clients in the property and construction sectors.The ideal candidate...
-
Senior Financial Manager
3 days ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeYour new company is a leading national accountancy firm in Birmingham seeking an experienced professional to lead their Accounting and Financial Reporting team.Job DescriptionThe role involves assisting managers in delivering work profitably, managing a portfolio of not-for-profit clients, and focusing on complex financial reporting and consolidations. As a...
-
Senior Financial Analyst
4 days ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the CompanyHays Senior Finance is a leading recruitment agency specializing in senior finance positions. Our client is a dynamic organization undergoing significant transformation and growth. They are seeking a skilled Senior Financial Analyst to implement a new FP&A system.This is a 12-month contract, initially, with the possibility of extension. The...
-
Financial Management Specialist
7 days ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeFinance Manager Position OverviewLocated in the heart of Birmingham, this exciting opportunity is available for a skilled Finance Manager to join our dynamic team at Page Personnel Sales. As a leading recruitment agency, we are committed to delivering exceptional service and results.About Our ClientThe organization we represent is a well-established...
-
Financial Ledger Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeAbout Our OrganisationThis not-for-profit organisation is a globally recognised entity with over 1000 employees worldwide.Job SummaryWe are seeking a highly skilled Financial Ledger Specialist to join our team in Central Birmingham. The ideal candidate will have experience in financial accounting, strong Excel skills, and the ability to meet deadlines.Key...
-
Financial Management Expert Wanted
4 days ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeSenior Bookkeeper VacancyWe are seeking a highly skilled Senior Bookkeeper to join our team at Page Personnel Sales in Birmingham.About Our ClientOur client is a leading company in the leisure, travel and tourism industry, committed to delivering exceptional services and exceeding customer expectations.Job DescriptionKey Responsibilities:Manage the financial...
-
Senior Financial Planning Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking an experienced Senior Financial Planning Manager to join our team at Hays Senior Finance.The successful candidate will be responsible for designing and implementing executive management incentive plans, as well as share schemes that align with our company goals.The estimated salary for this role is £80,000 - £120,000 per annum,...
-
Financial Services Sales Lead
3 weeks ago
Birmingham, Birmingham, United Kingdom Nine Twenty Recruitment Full time**Job Title:** Senior Sales Manager**Location:** Flexible remote working options available**Job Type:** Full-time**About Nine Twenty Recruitment:We are a specialist recruitment agency, dedicated to delivering exceptional service and results-driven solutions to our clients and candidates.Our team of experts has extensive knowledge of the financial services...
-
Senior Financial Specialist for SaaS
4 weeks ago
Birmingham, Birmingham, United Kingdom AIPRM, Corp. Full timeWe are seeking a detail-oriented financial specialist to join our team as a Tax Manager for SaaS. This role requires managing all aspects of accounting within QuickBooks, ensuring accuracy and timeliness.The ideal candidate will have a minimum of 3 years of experience in SaaS sales tax management, demonstrating a track record of meticulous financial...
-
Sales and Relationship Director
24 hours ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeJigsaw Financial invites applications from highly driven and ambitious Investment Managers to join our team as Sales and Relationship Directors.Duties include promoting funds, establishing relationships with intermediaries/advisers, and managing business development activities.A strong understanding of investment sales and financial services is essential for...
-
AAT Financial Accountant Role
4 days ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeSenior Bookkeeper OpportunityWe are seeking a skilled Senior Bookkeeper to join our team at Page Personnel Sales in Birmingham. As a key member of our finance department, you will be responsible for handling the full spectrum of financial and cost accounting roles.About Our ClientOur client is a well-established company in the leisure, travel and tourism...
-
Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleAs a Senior Financial Analyst at Hays Senior Finance, you will be responsible for implementing a new Financial Planning and Analysis (FP&A) system. This is a key focus area for our client, who is undergoing significant transformation and growth.The ideal candidate will have experience in leading the implementation of an FP&A system in a large...
-
Senior Financial Accounting Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Grant Thornton UK Full timeJob SummaryWe are seeking a highly motivated Senior Financial Accounting Specialist to join our Public Sector team at Grant Thornton UK LLP.