Financial Services Specialist

22 hours ago


Gloucester, Gloucestershire, United Kingdom CV-Library Full time

About the Role

This is an exciting opportunity to join our successful team in Gloucestershire as a Mortgage Advisor. As a Financial Services Specialist, you will be responsible for conducting face-to-face and telephone appointments with clients, providing advice and recommendations, and arranging mortgages and protection policies to meet key performance indicators.

Key Responsibilities:

  • Conduct client meetings and provide expert advice on mortgage products.
  • Develop and maintain relationships with clients to ensure their financial needs are met.
  • Collaborate with colleagues to achieve sales targets and KPIs.
  • Communicate effectively with clients and stakeholders through various channels.

Requirements:

  • CeMap qualification or equivalent CF1 & CF6.
  • At least 12 months of experience in mortgage advising.
  • Strong planning and organizational skills.
  • Excellent customer service and communication skills.

Benefits:

  • Ongoing training and development opportunities.
  • A competitive salary with a basic salary, car allowance, and commission structure (OTE £50k - £60K).
  • Flexible working hours, including Saturdays, with the option to swap up to two Saturdays per month.


  • Gloucester, Gloucestershire, United Kingdom Azets Full time

    Funding Services Specialist - UKAzets seeks an experienced Financial Services Specialist to join our UK team. As a key member of our team, you will contribute to delivering exceptional services to our clients, drive revenue growth, and build long-lasting relationships.About the JobYou will be responsible for:Delivering funding solutions to clients, including...


  • Gloucester, Gloucestershire, United Kingdom Brackenberry Full time

    We are partnering with a local authority in Gloucestershire to support the appointment of a Financial Management Specialist on a temporary basis, initially for 5 months, with potential for extension. The role involves providing high-quality financial management services to customers.**Salary:** £20.48 - £25.85 per hourAbout the RoleThe successful candidate...


  • Gloucester, Gloucestershire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and schedules.Negotiate contracts with clients and suppliers.Monitor and...


  • Gloucester, Gloucestershire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Planning Specialist to oversee financial planning, reporting, and analysis for beBee Professionals in Gloucester, UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing...


  • Gloucester, Gloucestershire, United Kingdom Babcock International Group Full time

    Job Title: Financial Operations SpecialistEstimated Salary: £45,000 - £60,000 per annumAbout UsBabcock International Group is a leading provider of critical support services to the UK defence industry. We're working to create a safe and secure world, together.Role OverviewWe're seeking an experienced Financial Operations Specialist to join our team at our...


  • Gloucester, Gloucestershire, United Kingdom CV-Library Full time

    CV-Library is seeking an Estate Services Specialist to support the delivery of valuation and estate services in Gloucestershire.The ideal candidate will have a strong track record in valuation and estate management, with experience in acquisitions, disposals, and asset management projects.As an Estate Services Specialist, you will oversee a diverse caseload,...


  • Gloucester, Gloucestershire, United Kingdom NHS Gloucestershire Integrated Care Board Full time

    Company OverviewNHS Gloucestershire Integrated Care Board is a leading healthcare organization seeking an experienced Financial Planning Specialist to join its team.SalaryThe successful candidate can expect a competitive salary of £46,148 - £52,809 per annum, reflecting the board's commitment to fair compensation.Job DescriptionThis role will be...


  • Gloucester, Gloucestershire, United Kingdom Morten Michel Full time

    About the CompanyMorten Michel is a leading provider of financial services, and we are seeking a skilled Financial Services Analyst to join our team as a Commercial Underwriter. This is a fantastic opportunity to work with a dynamic company and contribute to the success of our business.About the RoleWe require someone with commercial combined insurance...


  • Gloucester, Gloucestershire, United Kingdom Gardiner Bros Full time

    About the Role:As a Financial Operations Specialist at Gardiner Bros, you will play a crucial part in maintaining our company's financial stability. We are seeking a skilled and detail-oriented individual to assist with sales ledger accounts, resolve customer queries, and release orders as needed.Main Responsibilities:Monitors the accounts inbox and releases...


  • Gloucester, Gloucestershire, United Kingdom Ingeus Full time

    As a skilled Caseworker Specialist Service, you will play a vital role in providing a comprehensive community-based debt advice service to individuals on probation or leaving custody. Our team is dedicated to supporting vulnerable individuals and helping them overcome financial difficulties.About the Salary and BenefitsThis is a part-time role (22.5 hours...


  • Gloucester, Gloucestershire, United Kingdom Ecclesiastical Insurance Group Full time

    About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Administrator. In this role, you will be responsible for delivering an accurate, flexible, and timely payments service to our organization.You will ensure that all payments received via various methods are processed into the relevant core...

  • Financial Consultant

    23 hours ago


    Gloucester, Gloucestershire, United Kingdom Ingeus Full time £26,460

    Job Description:As a Financial Consultant, you will provide expert debt advice and guidance to individuals on probation or leaving custody. This is a part-time role, 22.5 hours per week (flexible working pattern) covering Cheltenham or Gloucester.Key Responsibilities:Delivering workshops to individuals and/or groups of service users to educate them on...


  • Gloucester, Gloucestershire, United Kingdom Wessex Garages Holdings Ltd Full time

    Job OverviewWe are seeking a highly skilled Service Delivery Specialist to join our team at Wessex Garages Holdings Ltd. This role is ideal for individuals who have a passion for delivering exceptional customer service and ensuring smooth operations in our refurbished Gloucester branch.The successful candidate will be responsible for handling customer...


  • Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Full time

    Job OverviewWe are seeking an experienced Financial Management Specialist to join our client's finance team in central Gloucester. This is a permanent position, offering a competitive salary package and excellent opportunities for career growth.

  • Financial Controller

    2 months ago


    Gloucester, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking a highly skilled Financial Controller to join their team in Gloucester. As a leading global provider of security solutions, our client has served the government and defence industries for over 30 years.The successful candidate will be responsible for managing month-end reporting tasks, ensuring reports and forecasts are...


  • Gloucester, Gloucestershire, United Kingdom WCS Group Full time

    About WCS GroupWCS Group, a leading player in the UK's water treatment and hygiene market, is seeking an experienced Financial Planning Specialist to join its dynamic Water Division. As part of Marlowe PLC, our company has established itself as a trusted partner to over 7,000 customers, boasting a team of over 1,200 professionals.


  • Gloucester, Gloucestershire, United Kingdom CleverHR Full time

    About You:">We are looking for a candidate with previous experience working in a similar role.">Experience of working with Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the...


  • Gloucester, Gloucestershire, United Kingdom Azets Full time

    Audit and Financial Services ManagerAzets operates across the UK, Ireland, and the Nordics as a leading firm of Accountants and Business Advisers. As an Audit and Financial Services Manager, you will play a key role in our team and contribute to delivering revenue and profitability targets. You will also develop enduring client relationships and take...


  • Gloucester, Gloucestershire, United Kingdom 4Recruitment Services Full time

    Job DescriptionWe are seeking a Logistics Equipment Specialist to join our team at 4Recruitment Services.The successful candidate will be responsible for driving and installing specialist medical equipment in a team environment, working 37 hours per week.Key responsibilities include:Driving and manual handling of equipmentCollaborating with an assistant in a...


  • Gloucester, Gloucestershire, United Kingdom Gloucestershire Rape and Sexual Abuse Centre (GRASAC) Full time

    About Us: Gloucestershire Rape and Sexual Abuse Centre (GRASAC) is a specialist service dedicated to supporting survivors of sexual violence. As our CEO, you will play a crucial role in leading our organisation towards ending sexual violence.">Your Key Responsibilities: We are seeking a highly experienced individual to work collaboratively with our Board of...