Financial Planning Support Agent
3 weeks ago
We are seeking a highly motivated and customer-focused individual to join our Life Sales team as a Financial Planning Support Agent. As a key member of our team, you will play a vital role in supporting our financial consultants in delivering exceptional customer service to our public sector clients.
Key Responsibilities- Make and take calls from public sector union members to arrange appointments with our consultants
- Meet monthly targets for call volume and appointment scheduling, with a competitive bonus structure
- Deal with clients in a professional and timely manner, with a customer-first approach
- Cross-sell other Cornmarket products and services
- Perform tasks in a compliant manner, following set procedures and scripts
- Complete various administration duties, such as data entry and logging
- Flexible working from home options as part of our Cornmarket Flex ways of working
- Significant investments in your professional development, including insurance qualifications and professional certifications
- Annual leave and flexi leave options
- Attractive and flexible pension contribution rates
- Health insurance or wellness subsidy
- Fully paid family leave types (maternity/paternity/surrogacy)
- Performance-based bonus/commission
- Income protection and life cover
- Discounts on financial products
- Comprehensive health and wellbeing programme
- Employee Assistance Programme
- Active Sports and Social Club
- Previous experience in dealing with customers over the phone or in a customer service role (desired)
- Excellent verbal communication skills
- Proven track record in meeting and exceeding targets
- Strong IT skills with good working knowledge of the MS Office suite
- Ability to adapt to and learn new tasks
- Highly motivated to work to defined targets
- Drive for results and target-driven
- Approachable and a can-do attitude
- Excellent communication skills
- Quality-focused, customer-first approach
- Strong attention to detail
- Excellent PC and Microsoft Word skills
- Ability to learn and carry out tasks in line with procedure
- Team player
-
Financial Planning Support Agent
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning Support AgentWe are seeking a highly motivated and organized Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd. As a Financial Planning Support Agent, you will play a crucial role in supporting our team of Financial Consultants in making appointments with existing clients,...
-
Financial Planning Support Agent
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Job Title: Financial Planning Support AgentWe are seeking a highly motivated and organized Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd. As a Financial Planning Support Agent, you will play a crucial role in supporting our team of Financial Consultants in making appointments with existing clients,...
-
Financial Advisor
7 months ago
United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Planning Support Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Role PurposeWe are seeking a highly motivated and customer-focused Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd.Key ResponsibilitiesMaking and taking calls from public sector union members to arrange appointments with our consultantsMeeting monthly targets for call volume and appointment scheduling,...
-
Financial Planning Support Specialist
3 weeks ago
United Kingdom Cornmarket Group Financial Services Ltd Full time £12,000Role PurposeWe are seeking a highly motivated and customer-focused Financial Planning Support Agent to join our Life Sales team at Cornmarket Group Financial Services Ltd.Key ResponsibilitiesMaking and taking calls from public sector union members to arrange appointments with our consultantsMeeting monthly targets for call volume and appointment scheduling,...
-
Estate Agent
4 weeks ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent OpportunityWe are seeking a motivated and ambitious individual to join our Sales Teams in London as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to develop your skills and knowledge in the property industry, working with a leading Estate Agent in London.Key Responsibilities:Registering applicants and...
-
Estate Agent
4 weeks ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent OpportunityWe are seeking a motivated and ambitious individual to join our Sales Teams in London as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to develop your skills and knowledge in the property industry, working with a leading Estate Agent in London.Key Responsibilities:Registering applicants and...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full time{"title": "Trainee Estate Agent", "content": "Unlock Your Potential as a Trainee Estate AgentAre you a people person with a passion for building relationships and a drive to succeed? Do you want to earn a fantastic income and start your career in the exciting world of estate agency? We're looking for ambitious individuals to join our Lettings Teams in London...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full time{"title": "Trainee Estate Agent", "content": "Unlock Your Potential as a Trainee Estate AgentAre you a people person with a passion for building relationships and a drive to succeed? Do you want to earn a fantastic income and start your career in the exciting world of estate agency? We're looking for ambitious individuals to join our Lettings Teams in London...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full timeUnlock Your Potential as a Trainee Estate AgentWe are seeking a talented and ambitious individual to join our Lettings Teams in London as a Trainee Estate Agent. As a key member of our team, you will be responsible for building relationships with customers and clients, registering applicants, and generating offers.What We Offer:Uncapped commission structure...
-
Fulham Estate Agent
3 weeks ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent Opportunity in LondonWe are seeking a motivated and ambitious individual to join our Sales Team in Fulham as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to develop your skills and knowledge in the property industry, working with a leading Estate Agent in London.Key Responsibilities:Registering...
-
Fulham Estate Agent
3 weeks ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent Opportunity in LondonWe are seeking a motivated and ambitious individual to join our Sales Team in Fulham as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to develop your skills and knowledge in the property industry, working with a leading Estate Agent in London.Key Responsibilities:Registering...
-
Estate Agent Trainee
3 weeks ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent OpportunityWe are seeking a motivated and ambitious individual to join our Lettings Teams in London as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to develop your skills and knowledge in the property industry, working with a leading estate agency in London.Key Responsibilities:Registering applicants...
-
Estate Agent Trainee
3 weeks ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent OpportunityWe are seeking a motivated and ambitious individual to join our Lettings Teams in London as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to develop your skills and knowledge in the property industry, working with a leading estate agency in London.Key Responsibilities:Registering applicants...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full timeUnlock Your Potential as a Trainee Estate AgentWe are seeking a talented and ambitious individual to join our Lettings Teams in London as a Trainee Estate Agent. As a key member of our team, you will be responsible for building relationships with customers and clients, registering applicants, and generating offers.Key Responsibilities:Registering applicants...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full timeUnlock Your Potential as a Trainee Estate AgentWe are seeking a talented and ambitious individual to join our Lettings Teams in London as a Trainee Estate Agent. As a key member of our team, you will be responsible for building relationships with customers and clients, registering applicants, and generating offers.Key Responsibilities:Registering applicants...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent OpportunityWe are seeking a motivated and ambitious individual to join our team as a Trainee Estate Agent. As a Trainee Estate Agent, you will be responsible for registering applicants, conducting call outs, and building relationships with customers and clients.Key Responsibilities:Registering applicants and managing their...
-
Estate Agent Trainee
1 month ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent OpportunityWe are seeking a motivated and ambitious individual to join our team as a Trainee Estate Agent. As a Trainee Estate Agent, you will be responsible for registering applicants, conducting call outs, and building relationships with customers and clients.Key Responsibilities:Registering applicants and managing their...
-
New Homes Trainee Estate Agent
1 month ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent - First YearWe are seeking a motivated and ambitious individual to join our Sales Team in Twickenham as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to learn and develop your skills in a dynamic and supportive environment.What We OfferGenerous reward packages with uncapped commissionFast track career...
-
New Homes Trainee Estate Agent
1 month ago
United Kingdom Dexters Estate Agent Group Full timeTrainee Estate Agent - First YearWe are seeking a motivated and ambitious individual to join our Sales Team in Twickenham as a Trainee Estate Agent. As a Trainee Estate Agent, you will have the opportunity to learn and develop your skills in a dynamic and supportive environment.What We OfferGenerous reward packages with uncapped commissionFast track career...
