Complaints Investigator Location: London, W6 9EA Salary: £26.77 per hour (LTD) Hours: 9:00 am - 5:00 pm, Hybrid (minimum 3 days in the office) Contract Type: Temporary (Inside IR35) About the Role: We are recruiting a Complaints Investigator for A housing association, working within the Customer Insight and Experience team under the Operations Directorate. This is a vital role in ensuring excellent customer service by investigating and resolving complaints fairly and efficiently. Key Responsibilities:
Investigate and resolve complaints within regulatory timescales and deadlines.
Take full ownership of complaints, conducting comprehensive investigations and providing timely updates to customers.
Deliver high-quality written responses, ensuring regulatory compliance in complaint handling.
Manage complex and ongoing complaints, preparing thorough documentation for Stage 2 reviews.
Provide exceptional customer service via correspondence, phone, or in-person interactions.
Process and issue compensation payments adhering to service standards.
Maintain accurate and detailed records on the CRM system for all customer interactions.
Requirements:
Experience in complaint handling, preferably within housing or a similar sector.
Strong written and verbal communication skills.
Ability to manage multiple cases and meet strict deadlines.
Proficiency with CRM systems and a customer-focused approach.
Why Join Us? We are committed to delivering an outstanding customer experience. By joining our team, you’ll contribute to a fair and resolution-driven service that meets the needs of diverse communities. Complaints Investigator Location: London, W6 9EA Salary: £26.77 per hour (LTD) Hours: 9:00 am - 5:00 pm, Hybrid (minimum 3 days in the office) Contract Type: Temporary (Inside IR35) About the Role: We are recruiting a Complaints Investigator for A housing association, working within the Customer Insight and Experience team under the Operations Directorate. This is a vital role in ensuring excellent customer service by investigating and resolving complaints fairly and efficiently. Key Responsibilities:
Investigate and resolve complaints within regulatory timescales and deadlines.
Take full ownership of complaints, conducting comprehensive investigations and providing timely updates to customers.
Deliver high-quality written responses, ensuring regulatory compliance in complaint handling.
Manage complex and ongoing complaints, preparing thorough documentation for Stage 2 reviews.
Provide exceptional customer service via correspondence, phone, or in-person interactions.
Process and issue compensation payments adhering to service standards.
Maintain accurate and detailed records on the CRM system for all customer interactions.
Requirements:
Experience in complaint handling, preferably within housing or a similar sector.
Strong written and verbal communication skills.
Ability to manage multiple cases and meet strict deadlines.
Proficiency with CRM systems and a customer-focused approach.
....Read more...
An Appointment Setter is responsible for scheduling appointments between clients and sales or service teams. This role involves managing calendars, contacting potential clients, and ensuring all necessary details are confirmed for meetings. Appointment Setters typically work in industries such as healthcare, real estate, sales, and customer service, but can be found in any industry that requires scheduling meetings.Key Responsibilities:Scheduling Appointments:Contact leads, prospects, or current clients to set up meetings with sales representatives or other professionals.Use phone, email, or online scheduling tools to arrange appointments.Confirm appointments via phone, text, or email and reschedule if necessary.Lead Qualification:Gather relevant information from potential clients before scheduling, such as their needs and preferences.Qualify leads by asking questions to ensure that they are suitable for the offered services.Data Entry and CRM Maintenance:Enter all appointment details into a customer relationship management (CRM) system or scheduling software.Update and maintain accurate records of client information, appointment times, and status.Follow-ups:Send reminders to clients before their appointments to reduce no-shows.Follow up with clients after appointments to gather feedback or confirm any next steps.Communication:Maintain a professional and friendly demeanor while communicating with clients.Answer questions, provide information about services, and address concerns related to appointments.Reporting:Track and report on appointment status, cancellations, rescheduling, and other key metrics.Communicate any issues or bottlenecks in the scheduling process to relevant teams.Skills and Qualifications:Excellent verbal and written communication skills.Strong organizational skills and attention to detail.Ability to handle multiple tasks and manage time efficiently.Experience with CRM systems and appointment scheduling software.A friendly and professional phone manner.Customer service-oriented with a focus on helping clients.Previous experience in an appointment setting, telemarketing, or customer service role is a plus.....Read more...
Service Care Solutions are recruiting for an experience Finance Broker to join the team of a national Finance Brokerage based in Northampton, on a permanent basis. You will be responsible for driving new business, managing client relationships, and leading a sales team. The ideal candidate will have 4-8 years of sales experience, preferably in a B2B environment, with a proven track record of achieving KPIs. Please find a description of the role below.
Salary: £35,000
Contract: Permanent
Location: Northampton
Key Responsibilities:
Manage inbound sales inquiries and conduct outbound sales to generate new business and build a pipeline.
Progress clients through the sales process, including handling objections and identifying upsell/cross-sell opportunities.
Prepare proposals, credit applications, and assist clients with required documentation.
Collaborate with lenders to secure client finance and document key actions.
Record all sales activities in CRM and maintain a live pipeline of opportunities.
Lead, train, and support a sales team to achieve strong results.
Skills and Experience:
4-8 years of B2B sales experience, with a proven record in achieving targets.
Degree-educated preferred (A-Levels/equivalent required).
Excellent communication, rapport-building, and objection-handling skills.
Strong organizational and CRM skills.
Ability to work in a high-pressure, results-driven environment.
Leadership experience, with the ability to support and develop junior sales staff.
If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email marc.facer@servicecare.org.uk. Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed. If you have any questions or queries, please don't not hesitate to ask.....Read more...
Job Title: Business Development Executive
Location: Munster
Salary: €60,000 OTE
Reporting to: Directors & Head of Commercial Development
Key Liaison with: Directors, Sales Team, & Customer Service
Principle Accountabilities:
The successful candidate will be highly target driven with strong experience working in sales. The ideal candidate must be able to build relationships with a wide range of clients, including large corporate clients. Our workplace is fast-paced and innovative. We believe in employee progression and recognising performance; we enjoy working hard, smart and having fun.
Description / Purpose of the role:
Ability to build and maintain relationships, particularly with large corporate clients in order to secure repeat business as they expand their number of sites
All meetings, contacts, notes, prospects and new contracts sold must be logged in the CRM system.
Use of the CRM for all activity on a daily basis.
Ensure that they are involved in full onboarding process and continue to be the main point of contact for the clients indefinitely cultivating solid relationships with customers to ensure a continuous flow of sales revenue.
Effectively communicate the value proposition through proposals and presentations to key accounts and new targeted accounts.
Learn the sector quickly, in order to understand fully what is and isn’t possible operationally. Cannot over-promise and under-deliver to customer.
Ongoing relationships are crucial in order to secure future business as our clients expand.
Maintaining accurate records of the total number of sales made, potential and existing customers, as well as sales employee performance evaluations.
Play lead role in large tenders and assist marketing with developing standardised templates
Conducting in-depth research on competitors' products, pricing, and market success to gain insight into customer preferences and interests.
Analysing sales metrics to determine whether current sales strategies are effective.
Report weekly sales KPI’s and other reports and KPI’s as required.
Core Competences:
Proven 3+ years sales experience. Ideally within the services sectors
Pest Control or Hygiene experience would be advantageous.
Experience working with a CRM system
Highly organised individual that stays on top of all administration work
Ability to work with autonomy whilst being held accountable to results/ targets
Desired experience – dealing with senior people, business owners & buyers.
Excellent interpersonal skills
Proven ability to consistently meet or exceed sales targets.
Proactive approach to problem solving and issue resolution.
Flexible with the ability to work to tight deadlines.
Full, clean drivers’ licence is essential
Benefits
Job Type: Full-time
Car Allowance, laptop and mobile phone provided.
OTE € 60,000
INDSEN....Read more...
Job Title: Business Development Executive
Location: Munster
Salary: €60,000 OTE
Reporting to: Directors & Head of Commercial Development
Key Liaison with: Directors, Sales Team, & Customer Service
Principle Accountabilities:
The successful candidate will be highly target driven with strong experience working in sales. The ideal candidate must be able to build relationships with a wide range of clients, including large corporate clients. Our workplace is fast-paced and innovative. We believe in employee progression and recognising performance; we enjoy working hard, smart and having fun.
Description / Purpose of the role:
Ability to build and maintain relationships, particularly with large corporate clients in order to secure repeat business as they expand their number of sites
All meetings, contacts, notes, prospects and new contracts sold must be logged in the CRM system.
Use of the CRM for all activity on a daily basis.
Ensure that they are involved in full onboarding process and continue to be the main point of contact for the clients indefinitely cultivating solid relationships with customers to ensure a continuous flow of sales revenue.
Effectively communicate the value proposition through proposals and presentations to key accounts and new targeted accounts.
Learn the sector quickly, in order to understand fully what is and isn’t possible operationally. Cannot over-promise and under-deliver to customer.
Ongoing relationships are crucial in order to secure future business as our clients expand.
Maintaining accurate records of the total number of sales made, potential and existing customers, as well as sales employee performance evaluations.
Play lead role in large tenders and assist marketing with developing standardised templates
Conducting in-depth research on competitors' products, pricing, and market success to gain insight into customer preferences and interests.
Analysing sales metrics to determine whether current sales strategies are effective.
Report weekly sales KPI’s and other reports and KPI’s as required.
Core Competences:
Proven 3+ years sales experience. Ideally within the services sectors
Pest Control or Hygiene experience would be advantageous.
Experience working with a CRM system
Highly organised individual that stays on top of all administration work
Ability to work with autonomy whilst being held accountable to results/ targets
Desired experience – dealing with senior people, business owners & buyers.
Excellent interpersonal skills
Proven ability to consistently meet or exceed sales targets.
Proactive approach to problem solving and issue resolution.
Flexible with the ability to work to tight deadlines.
Full, clean drivers’ licence is essential
Benefits
Job Type: Full-time
Car Allowance, laptop and mobile phone provided.
OTE € 60,000
INDSEN....Read more...
The successful candidate must be personable, work well within a team environment, be willing to learn all aspects of the accounting function in a fast-paced environment.
Main responsibilities will include:
Process purchase invoices, reconciling to purchase orders on the business CRM system
Set up new supplier maintaining existing account details within the purchase ledger
Monthly reconciliation of supplier statements, raising queries and chasing Project Managers and Suppliers
Payment runs
Issue monthly remittances to external Suppliers
Process staff business expenses
Process business credit card transactions
Other responsibilities:
Bank reconciliations
Credit card reconciliations
Sending monthly CIS statements to subcontractors
Sending customer statements
Other ad hoc duties
Training:
Accounts or Finance Assistant Level 2 Apprenticeship Standard
English and maths (if required)
Level 2 AAT Level 2 Certificate in Accounting Institute of Accountants and Bookkeepers
Level 2 Certificate in Accounting and Business Institute of Certified Bookkeepers Certificate in Bookkeeping
Training Outcome:
To be confirmed by employer
Employer Description:Mechanical and electrical installation and maintenance engineering company providing a number of services to the Construction and Service Industries.Working Hours :Monday - Friday, 8.30am - 4.30pm with 30 minutes for lunch.Skills: Excellent Communication,IT Proficient,Attention to detail,Good Team Work....Read more...
Booking Agent, NW London, £30,000 DOEBooking Agent Location: NW London Salary: Up to £30,000 DOE COREcruitment is working with a dynamic and growing booking agency specialising in booking and managing talent across various entertainment industries.They are seeking an proactive and detail-oriented Booking Agent to join the team. The Booking Agent will be responsible for securing performance engagements, negotiating contracts, and coordinating logistics for their clients. The ideal candidate will have a strong understanding of the entertainment industry, excellent communication skills, and a knack for relationship-building.Key Responsibilities:
Client Management: Maintain and develop relationships with existing clients and identify new talent.Contract Negotiation: Negotiate contracts and fees, ensuring favourable terms for clients while maintaining company profitability.Event Coordination: Coordinate all logistical aspects of bookings, including travel arrangements, accommodation, technical requirements, and rider specifications.Database Management: Maintain records of bookings, contracts, and client information in the company’s CRM system.Financial Management: Manage booking budgets, process invoices, and ensure timely payments.Problem Solving: Address and resolve any issues or conflicts that may arise during the booking process or events.
Key Skills:
Strong negotiation and sales skills.Excellent verbal and written communication skills.Ability to work under pressure and meet tight deadlines.Proficiency in Microsoft Office Suite and CRM software.Detail-oriented with strong organizational skills.Personal Attributes:Self-motivated and proactive.Passionate about the entertainment industry.Strong interpersonal skills with the ability to build and maintain relationships.Flexible and adaptable to changing circumstances.
If you are keen to discuss the details further, please contact Sophie Book at sophie@corecruitment.comCOREcruitment are experts in recruiting for Hospitality, Catering, Leisure, Retail, FM, Property and Construction sectors.We currently have over 1350 live roles across the UK, Middle East, Europe, Africa, North & Central America and South East Asia. To view other great opportunities please check out our website www.corecruitment.com or call us on +44 207 790 2666 for a confidential chat about upcoming opportunities. Likewise, if you are looking to recruit then we would love to hear from you. Follow COREcruitment on your favourite social networks - Facebook, Twitter, LinkedIn and Instagram....Read more...
Process decision in principles using information supplied by customers/advisers, to meet deadlines, customer needs and regulatory requirements
Liaise with customers & advisers to submit full mortgage / protection applications and process associated documents in line with lender requirements
Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout
Liaise with pension providers to ensure a swift transfer process is followed
Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.)
Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers
Add new customers to the CRM 360 and Intelligent Office. Update ongoing applications with regular information and notes in order that progress can be monitored
Training:
In addition to gaining practical experience in the role, you will also attain an NVQ Level 3 Business Admin qualification which will help start your career and give you an insight into the business's processes and procedures
Our training is all completed remotely via teams with a development coach who will be available for support 24/7
You receive 20% off the job training during this Apprenticeship, which is included in your weekly working hours
Training Outcome:
Career progression, further qualifications
Employer Description:Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Everyone’s needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Stepping Stones approach.Working Hours :Monday to Friday: 9.30am to 5pm with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative,Microsoft Office....Read more...
Use an in-house CRM system to process orders
Help manage our orders on our bespoke systems
Handle patient care enquiries and provide accurate information
Be able to speak to customers on the phone in a friendly and professional manner
Process payments and maintain accurate transaction records
Work as part of a team on the customer support side
Answer incoming calls and queries
Send emails to patients
Training:As part of this Apprenticeship you will gain the following qualifications:
Functional Skills in English and or maths
Business Administration Level 3
On-the-job training
You will be released for your apprenticeship via block release and will be attending remote sessions for learning. Training Outcome:Career progression is offered once you have qualified as a permanent member of staff. A full-time position will be offered to the successful candidates. Employer Description:An EXPERT recruitment consultancy which specialises in helping individuals "Maximise their own potential skills" within education, training and the workforce. Maximise Potential skills has extensive 5 star reviews on GOOGLE and is a highly reputable organisation.Working Hours :Monday - Friday, between 9.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Creative,Initiative,Patience....Read more...
Key Responsibilities:
Customer Service and Communication:
Answer incoming phone calls and respond to customer inquiries professionally and efficiently
Provide support and assistance to customers throughout the loan application process
Loan Management and Decision-Making:
Input details from loan applications into our bespoke Loan Management System
Use the system to assess and make informed decisions on the loans customers can have
Liaise with the Loan Management System provider to suggest and implement system changes and improvements
CRM and Email Management:
Update and maintain the Customer Relationship Management (CRM) system to ensure accuracy
Handle and respond to emails promptly and professionally
Team Collaboration:
Work collaboratively with colleagues to ensure smooth daily operations
Assist the Managing Director in reviewing and implementing future business plans
Marketing and Analytics:
Work with the firm's digital marketing partner to develop and execute marketing plans and projects
Analyse the effectiveness of marketing campaigns and recommend improvements
Compliance and Policy Review:
Support the firm in staying compliant with Financial Conduct Authority (FCA) regulations
Assess and rview the firm's policies and procedures in line with FCA requirements
Training:
Level 3 Business Administrator Apprenticeship - Standard
Skills, Knowledege and Behaviours
Day release to attend New City College at either Hackney campus (N1 6QH) or Ardleigh Green Road, Hornchurch campus (RM11 2LL).
Training Outcome:
Possibility of full-time position upon successful completion of the apprenticeship, depending upon the needs of the company at that time
Employer Description:Cockle Finance is an award willing, family run, customer focused finance company dedicated to providing tailored loan solutions. The team at Cockle Finance is small but the business is growing. This is a great opportunity to join an ambitious company and help to progress it through a period of growth.Working Hours :Monday: College day. Tuesday: 9.00am - 5.00pm, Wednesday, 9.00am - 12.30pm, Thursday, 9.00am - 5.00pm. Friday, 9.00am - 3.00pm.Skills: Good organisational skills,Strong attention to detail,Excellent communication skills,Excellent Written skills,Professional approach,Excellent verbal communication,Ability to work in a team,Able to work independently,Excellent IT skills,Willingness to learn,A proactive approach,Able to problem solve....Read more...
Do you love the idea of helping small businesses thrive? Are you passionate about marketing and always striving to do better? Would you like to work with an internationally recognised organisation that values innovation and growth? If the answer is "yes," then this could be the perfect opportunity for you!Join FuturePerfect Coaching Ltd, a proud part of ActionCOACH-the world's leading business coaching organisation. They're on a mission to help small business owners in Nottingham, Newark, and Lincoln achieve extraordinary growth and freedom in their businesses.The company are searching for an enthusiastic and proactive Marketing Executive to lead local marketing efforts and play a key role in their success. You'll work in a vibrant Nottingham office, nestled in the heart of West Bridgford, for a globally recognised franchise that values innovation, development, and community impact.This role offers variety and growth, blending digital marketing, traditional marketing, and marketing administration. From managing website content and running social media campaigns (LinkedIn and Facebook) to organising events and analysing marketing ROI-you'll have the opportunity to make a real difference.Why FuturePerfect Coaching?
Earn Up to £30,000 Pro-Rata: Competitive salary (£25,000 pro-rata) plus a performance-related bonus.Flexible Hours: Ideal for full-time or part-time candidates, depending on your goals and lifestyle.Training & Development: Access to world-class marketing and personal development training.Workplace Benefits: Casual dress code, a supportive team environment, and the satisfaction of helping businesses thrive.
Key responsibilities:
Content generationMaintain websitesFacebook LinkedInSEOMaintain CRMCollect and report key marketing metricsOrganise client and prospect eventsSupport coach in managing the sales process
Ready to bring your skills and passion for marketing to a growing international coaching organisation? If you have:
Some marketing experience or a relevant qualification.A knack for CRM management and proficiency in Microsoft Office (especially Excel).Outstanding writing skills and boundless enthusiasm.A desire to learn and push boundaries-always striving for better results...
Then we'd love to hear from you!Apply today and take the first step in becoming a vital part of our team. Together, we'll inspire growth, transformation, and success for local businesses.....Read more...
As Events Administrator, you will supporting an integral part of a highly successful and innovative company renowned for its passion for food and commitment to delivering exceptional service. You will play a key support role in organising events ranging from weddings and private parties to corporate events and a pop-up restaurant. Based in a beautiful rural, luxury high-end location just outside Banbury the role is permanent, full-time, with a salary of between £28,000 to £30,000 DOE. The company is dedicated to fostering growth and development, providing training and progression opportunities and become part of a team that is as invested in your success while creating unforgettable experiences for their clients.
Purpose of the role:
Supporting the Office Manager and Events team you will be carrying out varied administration activities to support the core of the business.
Key Accountabilities for the Events Administrator:
Dealing with new enquiries, new bookings, existing communications and event planning administration
Liaising with clients on a daily basis
Support with administration for events across the business
Assisting with the sales process, giving all enquiries prompt attention and time
Manage administrative processes with a keen eye for detail, ensuring consistent quality of customer care, prioritisation, and time management.
Ensure all events admin planned and delivered to company standard
Contributing to the creation of menu proposals
Ensure all sales collateral is up to date re pricing, content and document presentation
Organise client tasting sessions
Liaising with all departments with planning, administration and deliver of events
Updating and maintaining CRM database
Supporting with management of client finances, collaborating with the accounts team to adhere to all financial procedures
Proficiently use company platforms, including Microsoft Office, Project Management tools, and industry-specific software
Checking all final event paperwork, making adjustments if necessary for all supplies for upcoming events
Participate in customer visits, events, and marketing activities
Key Skills Required for the Events Administrator:
Strong organised administration experience
Ability to work on multiple projects simultaneously
Experience in working with bespoke CRM systems and online platforms
High levels of accuracy and attention to detail
Proactive approach, ability to use initiative and take ownership of a task
Confident communicator with high levels of customer care
Ability to build positive working relationships with internal and external teams
Adaptable in a changing environment
Proficient in Microsoft Office
Own transport due to remote location
What’s in it for you?
A salary of between £28,000 and £30,000 DOE
Working Monday to Friday (occasional out of office activities – calls and in person)
Meals on duty
Extra day off for your birthday
Creative input, opportunities to grown learn and progress
Matched voluntary additional pension contributions (capped)
Death in service
Paid for Company events
Opportunity to join company healthcare scheme
Health & wellbeing at work – opportunity to join paid for online fitness training group.
2 Volunteer Days a year
....Read more...
Are you ready to embark on an exciting journey with the world's leading business coaching team? Are you in search of a part-time, flexible role of 15 hours per week that can be adjusted to accommodate school hours if necessary? This isn't simply a company; it's a dynamic entity committed to empowering local business proprietors. As a member of their compact yet lively team, you'll occupy a crucial position in the process of revamping businesses, enhancing lives, and leaving a lasting imprint on communities.Please note that for the first 12 months this will be a remote role, however candidates must be local to Luton/Dunstable.Position Overview:As a Business Development Executive, you'll be at the forefront of our client’s mission. Your daily adventures will involve connecting with prospects, representing the company with charm and persuasion, and ultimately driving growth through sales and marketing efforts.Your Day-to-Day Responsibilities:
Your main mission is to set appointments over the phone (80% of your role).Act as the face and voice of the company in written and verbal communications, and occasionally in person.Generate appointments and seminar attendees through your exceptional sales and marketing skills.Spearhead the sales and follow-up process, including maintaining a comprehensive database of prospects and clients.Keep meticulous records of KPIs and manage the client database (currently on MS Excel and a CRM system).
The Ideal Candidate:To thrive in this role, you'll be fueled by performance and relish challenges. You'll thrive in our fast-paced startup environment and embrace setbacks as opportunities for growth.Here are some key attributes we're looking for:
Target-driven and results-orientedFriendly, persuasive, and engaging with excellent networking skillsAdept at building rapport and fostering relationshipsProactive, quick to act, and self-motivatedPassion for business and a thirst for knowledgeTeam player with a supportive attitude and a willingness to collaborateGenuine, honest, and eager to learn and adaptUnderstanding of the sales process and the art of sellingEnjoys making outbound calls to prospectsWe're also seeking candidates who resonate with our ActionCOACH 14 Points of Culture, so take a moment to familiarize yourself with them and see if you're a perfect fit.
What's in It for You?
Automatic enrolment into an enticing company rewards schemeCompany pension planExciting company social eventsHybrid working arrangements for a healthy work-life balance£22 - £24k per annum, £30k-£50k OTE pro-rata for part-timeExtensive ongoing training with opportunities for progression
If you're ready to unlock your potential and make a real difference, our client wants to hear from you! Join them on this exhilarating journey and be part of something truly extraordinary.Apply now and become a key player in a dynamic team!....Read more...
Competitive Salary + Remote + BenefitsA bright, enthusiastic, and well organised Business Development & Social Media Executive is required to identify and convert business opportunities from existing clients and new prospects. This is an exciting client facing role involving new business sales, account management, client development and marketing support for a leading recruitment services business that helps SME sized businesses across the UK to recruit brilliant people.
Working closely with the Managing Director, this pivotal role would suit a proactive, organised, intelligent individual that relishes driving and developing business in a fast paced, growing small business, with big ambitions. Previous client facing (lots of telephone / email contact) B2B experience would be ideal, in addition to commercially focused social media or marketing knowledge. Key Responsibilities
Maximise revenue from existing clients and develop new prospects
Use CRM system to schedule and complete regular client and prospect contact
Own the entire client vacancy set up process from order generation to live campaign
Provide support to marketing initiatives (calling segmented contacts)
Reporting Sales & Marketing KPIs weekly / monthly
Skills and Personal Qualities:
Relevant commercial business development or account management experience
Excellent telephone, written and interpersonal skills
A natural people person, strong communicator and team player who enjoys recruitment related / business conversations with clients
Thrives in a multitasking role involving lots of client contact via phone and email
Calm under pressure with ability to multitask, prioritise and work to tight deadlines
Works with accuracy and attention to detail, right first time every time approach
An enquiring nature, eager to learn, and an interest in business
A determined energetic self-starter with a sense of humour!
This is an exciting opportunity for a Business Development & Social Media Executive to make an impact within a growing, progressive business with real opportunities for career progression. The role is fully remote, although proximity to Surrey/Hampshire would be ideal. Applications are welcomed from candidates looking for full or part time hours. Salary and commission dependent upon experience. Apply now!....Read more...
To develop candidate relationships
Support candidates with their CVs, cover letters and applications for new roles
To drive sales and increased business with both new and existing clients
Full 360 Apprentice Recruitment Consultant role supplying temporary or permanent workers into Industrial and logistics positions
Pre-screen candidate profiles, using CRM as well as available CV databases
Meet with candidates, interview them for suitability of vacant positions
Ascertain reference points and references, conducting due diligence on all represented candidates
Collate “right to live and work in the UK” data to ensure candidate compliance and eligibility for vacant positions
Negotiate salary with candidates, managing their expectations on market conditions
Conducting aftercare meetings with candidates upon successful placements (contract and permanent)
Business development, largely on the phone and email
Winning new client accounts and managing client relationships
Sourcing suitable candidates for client vacancies
Negotiating fee and/or margin structure for services
Pre-screening candidate suitability for interview
CV presentations to clients, giving a detailed description of why candidates are suited to vacant positions
Negotiate salary with clients, ensuring candidate and client reach an agreement to offer
Maintaining client relationships throughout the recruitment process and beyond
Advertise roles on job boards
Training:
Recruitment Consultant Level 3 Apprenticeship Standard NVQ & Certificate
End Point Assessment
Maths and English functional skills if required, which will be delivered via online training sessions for 1 hour per week
Training Outcome:
Progression into a full-time position may be offered upon successful completion of the apprenticeship.
Employer Description:With a wealth of expertise in logistics and industrial staff supply, Advance Staff are continuing to expand, recently adding 2 new offices.Working Hours :Monday - Friday, between 8.00am and 5.00pm.Skills: Communication skills,Attention to detail,Customer care skills,Administrative skills,Logical,Team working,Creative,Initiative,Engaging Personality,Knowledge of Microsoft Office,Adaptable,Intuitive,Flexible attitude to work,Ability to communicate at all....Read more...
Our client is on a mission to deliver the UK’s most reliable and widely accessible public Electric Vehicle charging network. Their fully funded model is a zero-cost, future-proof solution and their dedication to only providing 100% renewable energy actively contributes to the Government’s climate change commitment. Working across the UK, they serve residents who don’t have access to off-street parking or charging facilities at home. They believe driving electric should be accessible and affordable to everyone on our journey to Net Zero. Due to continued growth, we’re seeking a Bid Manager with tendering / procurement experience within a team environment. Ideally you will have experience in tendering for public sector clients for Local Authority infrastructure or mobility related procurements. In this position you will be responsible for supporting the process that helps to identify, manage and respond to new Local Authority and Business-to-business (B2B) tender opportunities. You will also help manage the internal processes and manage the bidding infrastructure (for example, our bid library and SharePoint sites), keeping the content up to date which will support our winning submissions. Key Responsibilities will include: Ongoing development of the bid library on SharePoint, including support in writing new case studies, proof statements and development from bid feedback.Proactively working with and supporting a network of subject matter experts from internal stakeholders and partners to ensure information for bids is both current and meeting our customers’ requirementsSupporting the management of bid portals & identifying new tender opportunities and updating the internal Customer Relationship Management (CRM) system.Supporting the drafting of high-quality tender and proposal responses for submission to client’s opportunities, both Local Authority and Business-to-business (B2B) tender opportunities.Assistance in proof reading and editing the wider team's bids, offering critical and insightful analysis.Supporting the initial pre-screening technical reviews of new opportunitiesConducting research on request to enhance bids including sector research, client research, competitor research and research into the wider EV market.Undertake suitable Electric Vehicle Charge Point (EVCP) site discovery using preliminary site analysis, alongside some high-level sanity-check to locate and assess the most suitable ChargePoint locations for both local authorities and businesses.Liaise with external contacts within LAs and businesses where appropriate to support the bid process. This includes: attending webinars and engagement sessions, communicating with LAs regarding tenders/framework opportunities and the clarification process, and supporting the Regional Sales Managers (Public & Private) where necessary in meetings/events if requested.Support the wider internal team on tendering performance updates and insights from the ever-evolving procurement landscape. Key Requirements Experience in, or knowledge of, the emerging EV charging sector would be beneficialExperience in tendering for public sector clients for Local Authority infrastructure or mobility related procurements is desirable, such as EV chargers, parking related assets or other on-street infrastructure, car clubs, cycle hire/ e-scooters.Experience in transport planning, town planning or a like would also be beneficial in understanding client considerations.Strong communication, written and oral skills, with experience of proof-reading.The ability to manage multiple projects, always maintaining an excellent standard of work.The ability to take ownership of tasks, be dynamic and driven with the ability to work confidently both independently and as part of a team.Commerciality and an interest in developing strong business acumenBeing a good team player who thrives under pressure and can flexibly work to deadlines. About Us Climate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application Process Climate17 is committed to creating a diverse, inclusive and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world.....Read more...
My client based in Heathrow are looking for a Commercial Vehicle Sales Administrator who would be the link between customers and the sales team, ensuring smooth processing of orders, excellent customer experience, and efficient record-keeping.The position is paying between £25k - £27k per annum doe.Key Responsibilities:
Order Processing: Accurately handle sales quotations and orders for new and used vehicles, ensuring timely invoicing and month-end completion.Vehicle Management: Oversee vehicle registration, taxation, and the vehicle pipeline process, from order to customer handover.Compliance and Record-Keeping:
Manage fixed penalty notices, advising and invoicing customers.Archive sales deal files and review stock weekly.Maintain and update CRM records, ensuring accurate data capture and regular review.Actively prospect new opportunities and grow the customer database.Submit weekly reports on order intake, profitability, and handovers.Collate and report on quotes and orders for body builders.Provide sales team support in delivering exceptional customer service.Attend and assist with customer events, including those outside standard hours.
Customer Relationship Management:
Reporting and Analysis:
Team Support:
Cross-Department Collaboration: Work with various departments to ensure maximum customer satisfaction.
Key Competencies:
Customer-focused, with high professional standards.Exceptional organisational and communication skills.Resilient, detail-oriented, and adaptable with a problem-solving mindset.Honest, self-motivated, and capable of meeting tight deadlines.Proficient in Dealer Management Systems (e.g., Kerridge/Autoline).
Required Skills & Experience:
Previous experience in sales administration (automotive preferred but not essential).Intermediate proficiency in Microsoft Office (Excel, PowerPoint, Word).Familiarity with the automotive industry and associated systems (e.g., CD-UK/Kerridge).
Education & Language:
Minimum: GCSE/O-Level in Maths and English.Fluent in English.....Read more...
Deputy Accommodation Manager Holborn, WC1B Student Accommodation 3 Months Temp to Perm 35 Hours per Week £21.32 LTD / £18.18 PAYE (inc hol) Are you an experienced housing professional looking for your next opportunity? Join a leading Housing Association supporting keyworker accommodation services in Holborn.
THE ROLE
As the Deputy Accommodation Manager, you will support the Accommodation Manager in delivering high-quality accommodation services in line with service standards and NHS Trust contractual obligations. Key responsibilities include:
Assisting in budget preparation, maintaining financial records, and ensuring compliance with financial procedures.
Maximising income by managing rent arrears and recovering service charges.
Supporting the voids and allocations process to maintain high occupancy levels.
Delivering exceptional customer service, including site inductions and community engagement.
Ensuring compliance with health and safety regulations, occupancy agreements, and site service contracts.
Supporting the annual doctor’s rotation programme, including managing arrivals and departures.
Deputising for the Accommodation Manager, managing the site and relationships with stakeholders.
THE CANDIDATE
The ideal candidate will have previous experience in a similar role, supporting housing or accommodation services. Essential skills and experience include:
Strong knowledge of property and housing management principles.
Understanding of health and safety compliance in a residential setting.
Experience managing rent arrears and voids processes.
Proficiency in Microsoft Office, including Excel and CRM systems.
A proactive and customer-focused approach to problem-solving.
THE CONTRACT
Hours: 35 hours per week, Monday to Friday, 9am–5pm.
Contract: 3-month contract with the potential for temp-to-perm transition.
Pay: £21.32 per hour LTD company rate or £18.18 per hour PAYE (inclusive of holiday).
HOW TO APPLY
To apply for this role, please email a copy of your CV to lee.mcmillan@servicecare.org.uk or call 01772 208966 01772 208966 to discuss the role in more detail! If the role is more suited to someone you know, we offer a £250 referral bonus for every successfully referred candidate!....Read more...
Senior Sales AssociateLocation: Sandwich, Kent – Regular travel to London – HybridSalary: £60,000 p.a. + Productivity BonusesHours: Full-Time, Permanent, 08:00 – 17:00, Mon-FriBenefits• Competitive Salary and project-based bonuses• Stable, Growing Company with a great work culture• Laptop, Phone, Travel, and Entertainment Expenses• New role with opportunity to make an impactAbout You• Proven sales experience, ideally in BMS, HVAC, or related sectors• Strong communicator with negotiation and client management skills• Proficient in CRM tools, MS Office, and document management software• Organised, detail-oriented, and proactive with a collaborative mindsetIf this sounds like you, read on! This is an exciting opportunity to join a respected client in the Building Management Systems (BMS) industry, specialising in design, installation, and maintenance for HVAC, lighting, and energy management systems. With over 100 years of combined expertise and high-profile projects across London, they’re trusted partners for M&E and Consultant clients seeking efficient, high-quality solutions.Role OverviewAs a Senior Sales Associate, you will drive growth by identifying new opportunities, building strong client relationships, and managing the sales process from initial contact to project handover. You’ll work closely with a knowledgeable team, contributing to the design and delivery of impactful BMS solutions.Key Responsibilities1. Business Developmento Identify and target new BMS opportunities, focusing on M&E and Consultant clientso Build a strong pipeline and foster lasting client relationships2. Client Relationship Managemento Understand client needs, deliver tailored solutions, and provide post-sale supporto Act as a liaison between clients and internal teams3. Sales Process & Closingo Deliver presentations, negotiate terms, and manage contracts aligned with client goals4. Team Collaboration & Mentorshipo Work closely with Engineers and Project Managers for seamless project transitionso Mentor junior team members and promote knowledge-sharing5. Strategic Partnershipso Build alliances with suppliers and subcontractors to support efficient project deliveryApply Now: Join a forward-thinking team that values expertise, collaboration, and work-life balance. Due to high application volumes, only candidates with relevant experience will be contacted within 48 hours. Please note: Eligiblity to work in the UK required.Westin Par Recruitment Experts acts as an employment agency for permanent recruitment. By applying for this job, you accept the Terms &Conditions, Privacy Policy and Data Protection and Information Security Policy which can be obtained from Westin Par.Due to the high volume of applicants applying for all roles, we can only reply to candidates with the most relevant skills and experience. If you have not heard back from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.....Read more...
Senior Sales AssociateLocation: Sandwich, Kent – Regular travel to London – HybridSalary: £60,000 p.a. + Productivity BonusesHours: Full-Time, Permanent, 08:00 – 17:00, Mon-FriBenefits• Competitive Salary and project-based bonuses• Stable, Growing Company with a great work culture• Laptop, Phone, Travel, and Entertainment Expenses• New role with opportunity to make an impactAbout You• Proven sales experience, ideally in BMS, HVAC, or related sectors• Strong communicator with negotiation and client management skills• Proficient in CRM tools, MS Office, and document management software• Organised, detail-oriented, and proactive with a collaborative mindsetIf this sounds like you, read on! This is an exciting opportunity to join a respected client in the Building Management Systems (BMS) industry, specialising in design, installation, and maintenance for HVAC, lighting, and energy management systems. With over 100 years of combined expertise and high-profile projects across London, they’re trusted partners for M&E and Consultant clients seeking efficient, high-quality solutions.Role OverviewAs a Senior Sales Associate, you will drive growth by identifying new opportunities, building strong client relationships, and managing the sales process from initial contact to project handover. You’ll work closely with a knowledgeable team, contributing to the design and delivery of impactful BMS solutions.Key Responsibilities1. Business Developmento Identify and target new BMS opportunities, focusing on M&E and Consultant clientso Build a strong pipeline and foster lasting client relationships2. Client Relationship Managemento Understand client needs, deliver tailored solutions, and provide post-sale supporto Act as a liaison between clients and internal teams3. Sales Process & Closingo Deliver presentations, negotiate terms, and manage contracts aligned with client goals4. Team Collaboration & Mentorshipo Work closely with Engineers and Project Managers for seamless project transitionso Mentor junior team members and promote knowledge-sharing5. Strategic Partnershipso Build alliances with suppliers and subcontractors to support efficient project deliveryApply Now: Join a forward-thinking team that values expertise, collaboration, and work-life balance. Due to high application volumes, only candidates with relevant experience will be contacted within 48 hours. Please note: Eligiblity to work in the UK required.Westin Par Recruitment Experts acts as an employment agency for permanent recruitment. By applying for this job, you accept the Terms &Conditions, Privacy Policy and Data Protection and Information Security Policy which can be obtained from Westin Par.Due to the high volume of applicants applying for all roles, we can only reply to candidates with the most relevant skills and experience. If you have not heard back from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.....Read more...
Sales Administrator, Oxford, £30,000!Sales AdministratorLocation: OxfordSalary: £30,000COREcruitment is working with a FMCG company based in Oxfordshire! They are looking for a Sales Administrator to join their team! This is a great opportunity to join a growing business. As the Sales Administrator, you will support our sales and operations functions, ensuring smooth day-to-day operations and contributing to business growth.Key Responsibilities:
Process customer sales orders and handle order administration.Generate invoices using our financial management system.Coordinate with third-party logistics for order delivery and resolve logistical issues.
Assist the sales team in managing ecommerce and Amazon orders, overseeing stock levels and reporting.
Provide exceptional customer support for ecommerce and clients.Coordinate with supply chain teams to ensure timely product delivery to customer depots.Oversee customer accounts, invoices and payments.Maintain up-to-date customer sales data and forecasts to aid in production planning.Manage the dispatch of product samples to customers.Update and maintain customer details within the CRM system.Oversee office facilities.Assist with warehouse duties as needed.Support the administration of standard operating procedures.Participate in ad-hoc projects as they arise.Provide coverage for Sales and Operations teams when colleagues are on leave.Regular in-office attendance is required.
About you!
Experience in customer service or sales support within an office environment.Proficiency in Google Sheets, Xero and Microsoft Excel.Detail-oriented problem-solver with a proactive mindset.Flexible and willing to take on tasks outside of the core role.Positive, can-do attitude and a strong team player who is also self-motivated.Highly organised, eager to learn, and committed to supporting company improvements.
What’s in It for You:
Join a fast-growing, innovative company in the FMCG industry.Collaborate with a skilled, passionate team.Access to mentorship and development opportunities.Competitive salary and benefits such as unlimited products!
If you are keen to discuss the details further, please apply today or send your cv to Mark@Corecruitment.com....Read more...
Summary Climate17 is proud to partner with a rapidly growing renewable energy business with ambitious plans for the future, based in the heart of Poole. Our client designs, installs and maintains renewable energy systems and new-generation gas boilers, aiming to help run homes on sustainable, affordable energy that is eco-friendly. Their mission is to empower homeowners to seamlessly integrate cutting-edge renewable technologies such as air source heat pumps, solar PV systems, and battery storage into their homes, ensuring sustainable and energy-efficient living spaces. Role OverviewAs a key member of their team, the Sales Executive will play an essential role in supporting the sales function of our renewable energy business, focusing on lead generation, preparing quotes and estimates, and ensuring excellent customer service. This is a fantastic opportunity to join a forward-thinking, customer-focused company offering air source heat pumps, solar PV systems, and other renewable energy solutions. Lead Generation & Management: Proactively generate new leads through various channels and nurture inbound leads. Engage with potential customers to assess their needs and present suitable renewable energy solutions.Quotes & Estimates: Prepare accurate and timely quotes and estimates for customers, ensuring all customer requirements are met, and all relevant technical and regulatory information is included.Sales Support: Provide ongoing support for sales teams, tracking lead status, following up with clients, and managing ongoing communications to drive sales forward.Customer Follow-ups: Manage the follow-up process, ensuring no lead is left behind. Handle objections effectively and work to resolve issues proactively.Collaboration: Work closely with the rest of the team, including installers and project managers, to ensure smooth transitions and the successful delivery of projectsAd hoc Projects: Contribute to various sales and marketing projects to support business growth. Skills & ExperienceRequired:Previous experience in sales support or similar roles, ideally within the renewable energy market (solar PV, air source heat pumps, etc.).Strong customer service skills with the ability to build and maintain relationships.Excellent communication and organisational skills.Proactive, solution-driven mindset, with the ability to overcome challenges.Experience with CRM systems or similar sales tools. Preferred:Experience in the renewable energy sector or understanding of related products & technologies (e.g., air source heat pumps, solar PV).Strong understanding of energy concepts and the customer journey within the renewable energy market.Ability to manage multiple tasks and stay organised in a fast-paced environment. Requirements:Experience in sales support or a similar role, ideally within the renewable energy or construction sectors.Strong communication skills and customer-focused approach.Ability to work independently and within a team.Reliable and organised with an eye for detail. BenefitsFlexible working options, including part-time.Realistic and achievable commission structure.Company laptop and phone provided.28 days holiday.Clear career progression opportunities within a rapidly growing company.Supportive, team-focused environment. Customer Focus & ValuesWe believe in providing a non-pushy, consultative approach. We focus on educating and supporting our customers in making informed decisions about their energy needs. As part of our team, you’ll embody these values, ensuring that every customer feels respected and cared for. About UsClimate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application ProcessClimate17 is committed to creating a diverse, inclusive and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world. We welcome applications from all qualified candidates, regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, or whether or not they have a disability. If you require additional support, equipment or resources in order to participate in the job application or interview process, please let us know. ....Read more...
Sales Administrator
This Senior Administrator job opportunity is within a thriving industrial distributor based in Stourbridge, West Midlands. The Company has been established for 20+ years selling products to manufacturing businesses. They demonstrate stability through healthy year-on-year growth and are now looking to expand their team.
The successful candidate will be…
Organised, pay attention to detail and demonstrate great problem-solving skills.
Process driven with the ability to think on their feet, prioritise and multi-task.
Well educated, specifically in Maths and English. An A-C, 9-6 qualification at GCSE (or equivalent) is a minimum requirement. Educated to A level, or above, is preferrable.
Numbers focused with the ability to work in different currencies & units of measure, calculating prices and being able to work out margins and percentages.
An experienced Excel user, able to write and use formulas etc.
An excellent communicator with the confidence to make outgoing calls but furthermore enjoys speaking to customers to help deliver a good service and increase sales.
Experienced at working in a product-focused, B2B sales office environment.
What you’ll be doing…
Processing orders, creating invoices and arranging delivery of products from various locations throughout the world.
Working with 3rd party warehouse and transport providers to ensure a first-class service for customers.
Managing stock control.
Managing and updating customer and product CRM records.
Regularly communicating with customers via the telephone and email.
Supporting the MD and the rest of the team with driving the business forward.
Candidates who can show initiative and have a positive attitude will thrive within the business. The Company is growing and continually investing in new software and therefore a candidate who is looking to get involved in the growth of the business would be ideal.
Candidates who have already worked in a product sales or manufacturing sales environment are preferred. If you are looking for a role with varied duties and the opportunity to learn a lot of new skills, and you enjoy making outgoing calls to customers and delivering good service, then this role is a must!
This role is office-based Monday to Friday in Audnam, Stourbridge – commutable from Wordsley, Kingswinford, Brierley Hill, Dudley, Halesowen, Quinton, Oldbury, Kidderminster, Wolverhampton, Bromsgrove
Salary up to £30K + generous holiday entitlement + pension + free parking + Christmas shutdown + training
As a confident and experienced Administrator this role offers you career growth and personal development as you will become part of a small but expanding team within a successful business.
Is this you? Then apply for the role of Sales Administrator by forwarding your CV to Kayleigh Bradley, Senior Recruiter at Glen Callum Associates Ltd or call Kayleigh on 07908 893621 for further details and a chat about the role and the company.
JOB REF: 4176KBB – Sales Administrator....Read more...
We're looking for an exceptional team member with strong administrative skills to join this busy department as a Service Coordinator to cover a 12 month maternity contract. You’ll provide scheduling and administrative support to both the internal and external customers. This includes handling general customer service, invoicing, cost estimations, reporting, and processing service contracts.
Main Responsibilities for the Service Coordinator
Be a brand ambassador, embodying company values at all times
Handle incoming phone calls and emails from customers and the internal team
Resolve complaints and escalate them if needed
Communicate with external and internal customers to manage service requests smoothly
Ensure accuracy in work orders and submit all service-related paperwork promptly
Create and manage cost estimations within the CRM, following customer and contract conditions
Process spare parts orders for accepted cost estimations
Follow up on outstanding purchase orders, cash payments, and open cost estimations
Monitor system orders, such as open delivery notes or missing pricing, and resolve issues
Investigate and resolve technician stock take queries
Address service invoice queries, generate necessary credit paperwork, and maintain smooth invoicing
Generate daily, weekly, and monthly customer reports as required
Efficiently schedule work for our field service engineers, adhering to response times and time scales
Required Skills, Experience, Knowledge, and Competencies for the Service Coordinator
Previous experience in a service, customer service, administration, or support role
Strong Microsoft Office skills
A knack for teamwork and collaboration
Excellent communication skills with a natural ability to build strong relationships
Proactive and full of initiative
Meticulous and accurate, with a keen eye for detail
What's in it for you?
This is an exciting opportunity to join a thriving, world-leading company that truly values its staff and want you to grow with them, some of the amazing benefits include:
Generous starting salary plus annual bonus
25 days of holiday plus bank holidays
Hybrid working after probation
Profit share
Annual bonus
Study support
Sick pay
Life assurance
Pension plan
Staff discounts
Fantastic progression opportunities
If you are proactive, customer focused, and eager to make an impact, we’d love to hear from you.
....Read more...
Schedule client meetings, including setting up calls, video conferences and face-to-face appointments
Manage client communications, including responding to queries and arranging meetings as necessary
Liaise with our introducers to keep them up to date on the progression of their referrals
Maintain accurate and up-to-date client records in the firm’s CRM and back-office systems
Prepare and process client applications, reports, and forms (e.g., pensions, investments, insurance)
Assist with the preparation of client meeting packs and reports, including gathering relevant financial data
Liaise with third-party providers (e.g., pension and investment companies, insurance providers) to process client applications and requests
Support to Financial Advisers:
Provide day-to-day administrative support to financial advisers, ensuring they have the necessary information for client meetings.
Attend and observe client appointments to build skills to assist in the preparation of suitability reports and other financial documents
Manage adviser diaries, ensuring appointments and deadlines are met
Compliance and Record Keeping:
Ensure that all client documentation and transactions are compliant with regulatory requirements.
Support the team with maintaining up-to-date records for audits and regulatory reviews
Monitor client reviews and ensure compliance with the firm's service level agreements and timelines
General Office Support:
Manage the filing, scanning, and organisation of paperwork.
Assist with the day-to-day running of the office, including ordering supplies and maintaining office equipment
Support other administrative tasks as needed to help ensure the smooth operation of the business
Client and Marketing Support:
Assist in the preparation of client newsletters, marketing materials, and social media content.
Coordinate client events and seminars, as required.
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Upon successful apprenticeship completion, the candidate can look forward to a permanent role with growth areas being wide and vast i.e.Financial Advisor, Insurance Advisor, Para Planner
Employer Description:Right Wealth Management is a growing, fast paced and exciting Independent Financial Advisory (IFA) firm based in Derby, with a national presence. We pride ourselves on being different, we say yes to everyone and encourage all UK adults to create a financial plan for them and their loved ones.
We deliver exceptional financial planning and protection services to individuals and businesses. Our ambitious team is committed to providing personalised financial solutions with a focus on building lasting relationships with our clients.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Self motivated,Positive attitude,Enthusiam for the industry....Read more...
