Financial Services Professional
1 month ago
Role: Reporting to the Area Manager, the Financial Services Professional will be responsible for servicing an existing large client base and prospecting to achieve regular sales of new business to attain individual and company sales objectives while providing ongoing quality customer service.
Key responsibilities include:
- Service existing customers through regular reviews.
- Expand existing customer sales through these regular reviews.
- Expand the customer base through referrals and other direct sales techniques if required.
Previous sales experience is preferred but not essential as full training will be given. Applicants should possess a good standard of education and a full driving licence. Financial service experience and exams would be a huge benefit but not a requirement.
In return, the Financial Services Professional will be provided with award-winning training, a fully expensed quality company car, an open-ended bonus structure, and enjoy excellent company benefits. Top earners in the company are earning £80k to £100k and also benefit from overseas conventions and various other sales-related rewards.
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Financial Services Professional
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Adviser. You will be responsible for building and maintaining strong relationships with our customers, providing them with expert financial advice and guidance to help them achieve their financial goals.As a Financial Adviser, you will enjoy the autonomy of...
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Financial Specialist
2 weeks ago
Bournemouth, Bournemouth, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and confident Financial Adviser to become part of our successful team at Foresters Financial. You will be provided with a customer database, which you will grow and enhance. Throughout your journey, you will receive ongoing support, guidance, training, and development in our processes, systems, and products to help you excel...
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Financial Consultant
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and results-driven Financial Adviser to join our team at Foresters Financial. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and driving business growth.Key responsibilities include:Developing and implementing effective sales...
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Financial Services Professional
1 month ago
Bournemouth, Bournemouth, United Kingdom CleverHR Full timeWe are seeking a skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will help our clients achieve their financial goals and protect their families through a range of insurances.This is a fantastic opportunity for an enthusiastic and confident individual with a strong track record in sales, account management, and relationship...
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Mortgage and Financial Services Professional
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Cardinal Recruitment Full time**Role:** Reporting to the Area Manager, the Financial Adviser will be required to service an existing large client bank and prospect to achieve regular sales of new business to attain individual and company sales objectives whilst providing an ongoing quality customer service.In addition, the Financial Adviser will carry out the following:Service existing...
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Financial Services Professional
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Venture Recruitment Partners Full timeAccounting and Business Development RoleWe are working with a dynamic accounting and software firm, to find a motivated and ambitious individual to propel their business further. This role can evolve in a number of ways, which means you can choose which path appeals the most. You focus more on the accounting side, expanding your technical knowledge and...
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Financial Underwriter Specialist
2 days ago
Bournemouth, Bournemouth, United Kingdom Vitality Corporate Services Limited Full timeAbout Vitality Corporate Services Limited">Vitality Corporate Services Limited is a renowned company based in Bournemouth, providing exceptional services to its clients. We are committed to delivering high-quality solutions that meet the needs of our customers.As a Financial Underwriter Specialist, you will play a crucial role in implementing VitalityLife's...
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Financial Professional
1 month ago
Bournemouth, Bournemouth, United Kingdom Autograph Recruitment Full timeAutograph Recruitment is seeking a highly motivated and ambitious accountant to join their team in Bournemouth. The ideal candidate will have at least 3 years of experience working within a UK practice and be AAT, ACCA or ACA part or fully qualified.Key Responsibilities:Tax Management: Assist with tax preparation and compliance, ensuring the company meets...
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Senior Financial Professional
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Hays Senior Finance Full timeRole OverviewThis is an excellent opportunity to join a leading independent firm as a Senior Practice Accountant. The role will be very hands-on, requiring the ability to work on your own initiative with minimal staff management.Key ResponsibilitiesWork independently with minimal supervisionReview and manage financial dataDevelop and implement financial...
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Financial Services Representative
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Premier Jobs UK Limited Full timeJob Title: Financial Services RepresentativeThis is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances. As a Financial Services Representative, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet...
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Career Opportunities in Financial Services
1 month ago
Bournemouth, Bournemouth, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Bournemouth. As a Financial Advisor, you will be responsible for reviewing and advising clients on their life insurance, savings, retirement, and investment plans.Key Responsibilities:Review and advise clients on their financial plansHelp clients save, invest, and...
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Career Opportunities in Financial Services
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed Financial Advisor in the Bournemouth area is an exciting opportunity to build a career in financial services, helping families save, invest and protect their finances.You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Advisor, you will be reviewing their life insurance,...
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Bournemouth, Bournemouth, United Kingdom CMA Recruitment Group Full timeOur client, a leading business in the UK, is seeking an experienced senior FP&A professional to join their team in Bournemouth, Dorset.Key Responsibilities:Manage all financial reporting, budgeting, forecasting, and financial analysis for the group.Own and control all financial data and MI across the group.Develop financial models and produce key information...
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Senior Tax Accountant
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Vitae Financial Recruitment Full timeJob Title: Senior Tax AccountantWe are seeking a highly skilled Senior Tax Accountant to join our client's team on an interim basis. This role is critical for ensuring corporation tax compliance and reporting across multiple jurisdictions.Key Responsibilities:* Assist in preparing and submitting UK corporate tax computations alongside external advisors and...
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Bournemouth, Bournemouth, United Kingdom CMA Recruitment Group Full timeJob DescriptionCMA Recruitment Group is seeking an Interim Financial Accountant to join their client's finance team in Ferndown, Dorset. The successful candidate will support the Financial Controller during a busy period, requiring an immediate start.Key Responsibilities:Manage month-end processes through Xero, ensuring a smooth experience;Conduct finance...
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Financial Services Portfolio Manager
3 days ago
Bournemouth, Bournemouth, United Kingdom JPMorganChase Full timeJob Summary We are seeking a highly skilled Financial Services Portfolio Manager to join our team. In this role, you will be responsible for managing client relationships and providing strategic advice to drive business growth. About the Role As a Financial Services Portfolio Manager, you will work closely with senior clients to understand their needs and...
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Senior Financial Professional
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Puro Accountancy Full timeJob DescriptionWe are seeking a skilled Senior Financial Professional to join our team as a Client Portfolio Specialist at Puro Accountancy. This is an exciting opportunity to work with a dynamic and supportive company, providing a range of accounting services to clients.Company OverviewPuro Accountancy is a reputable accountancy firm based in Bournemouth,...
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Insurance Financial Services Specialist
3 weeks ago
Bournemouth, Bournemouth, United Kingdom Mortgage Intelligence Full timeCommissions Administrator RoleMortgage Intelligence is a thriving mortgage and insurance network seeking a Commissions Administrator to join our small, friendly team in Bournemouth on a hybrid basis.Key Responsibilities:Calculation and payment of fees in an accurate and timely mannerHandling broker and lender queries regarding the payment and recovery of...
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Accounting Professional
3 weeks ago
Bournemouth, Bournemouth, United Kingdom University Hospitals Dorset Full timeFinancial Reporting ExpertAt {company}, we are seeking a skilled Financial Reporting Expert to join our team of professionals. Key responsibilities include:Preparing and reviewing financial reports and statementsAnalyzing financial data and identifying trendsDeveloping and implementing financial models and forecastsAbout the RoleAs a Financial Reporting...
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Senior Financial Professional
4 weeks ago
Bournemouth, Bournemouth, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Senior AccountantAbout the Role:We are seeking a highly skilled and motivated Senior Accountant to join our team at Public Practice Recruitment Ltd. As a Senior Accountant, you will be responsible for managing a diverse portfolio of clients, offering high-quality accounting and advisory services.Key Responsibilities:Preparing statutory accounts,...