Financial Services Professional
2 weeks ago
About the Role
We are seeking an experienced Financial Services Professional to join our team at CV-Library. As a key member of our global financial organisation, you will be responsible for managing a customer database and advising clients on a range of financial products via video conferencing.
Key Responsibilities:
- Achieve agreed sales and operating objectives
- Conduct regular reviews with customers
- Expand the existing customer base through referrals and other direct sales strategies
- Participate in regular team meetings with the Area Manager and Financial Advisers
- Complete sales documentation using in-house computer systems
- BUILD AND MAINTAIN STRONG CUSTOMER RELATIONSHIPS
- Prior experience within financial services is required
The successful candidate will enjoy a comprehensive package including a basic salary of £28,000, rising to £32,000 after probation, car or car allowance, plus excellent benefits.
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Financial Planning Associate
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Financial Audit and Accounts Professional
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Financial Reporting Professional
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Financial Services Manager
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Financial Leadership Professional
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Financial Services Professional
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Financial Services Expert
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Senior Financial Professional
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Cambridgeshire and Peterborough, United Kingdom Curtis Recruitment Limited Full timeJob Title: Senior Financial ProfessionalAbout the RoleWe are seeking a skilled Senior Financial Professional to join our team in Milton Keynes, providing accounting support, tax services, and R&D tax relief service to businesses.The ideal candidate will have a strong background in accounting and tax, with experience preparing and submitting annual statutory...
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Trainee Financial Services Expert
1 week ago
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Financial Services Specialist
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Financial Services Professional
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Semi-Senior Audit and Accounts Professional
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Audit and Compliance Professional
1 week ago
Peterborough, Peterborough, United Kingdom Blusource Professional Services Ltd Full timeAre you a motivated and experienced accounting professional looking for a new challenge? We are seeking an Audit and Compliance Professional to join our team at Blusource Professional Services Ltd.Key Responsibilities:Manage and prepare financial statements and reports for clientsConduct audits and provide advisory services to ensure compliance with...
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Financial Services Professional
3 days ago
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Financial Services Expert
1 month ago
Cambridgeshire and Peterborough, United Kingdom Praise Consultancy Limited Full timeAbout the Opportunity:Praise Consultancy Limited is a leading strategic consultancy firm, working with global companies to deliver transformational change. We are seeking an experienced Financial Services Expert to join our team in the UK.Key Responsibilities:Lead our Financial Transformation projects, working closely with clients to deliver large-scale...
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Financial Services Business Partner
4 weeks ago
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Financial Services Professional
24 hours ago
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Financial Services Manager
1 week ago
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Senior Financial Professional
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Financial Services Consultant
6 days ago
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