Sales and senior sales executives Work, Jobs in Feltham (with Salaries)

Senior IFA Administrator
PPSL —Horley
- £30,000 - £37,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- In-person
- Free parking
- Profit sharing
Quick apply
12h
Sales and Senior Sales Executives
LA Micro —Bracknell
- Full-time
- Life insurance
Procurement Manager
Saputo Inc. —Weybridge
- Full-time
- In-person
- Free parking
- Work from home
Senior Director - Executive Compensation and Equity Program
Boston Consulting Group —London
- £195,000 - £227,500 a year
- Full-time
- Leadership
- Tax experience
- Profit sharing
- Annual leave
Category Specialist / Senior Category Specialist
Avia Technique Limited —Wokingham
- £32,850 - £52,525 a year
- Full-time
- Hybrid work
- Business development
- Travel
- Mentoring
- Free parking
Quick apply
9d
Global Implementation Manager
AIT Worldwide Logistics, Inc. —Colnbrook
- Full-time
- Remote
- PMP
- English
- Continuous improvement
- Annual leave
Marketing Manager/ Senior Marketing Executive
Hewland Engineering —Maidenhead
- £35,000 - £45,000 a year
- Full-time
- Marketing
- Social media management
- Microsoft Office
- Free parking
- Flexitime
Quick apply
Senior Branch Manager Designate
WeBuyAnyCar —Uxbridge
- £28,450 a year
- Rotating shift
- Customer service
- Communication skills
Quick apply
Sales & Customer Success Manager
Info Technology Supply Ltd —Harrow
- £42,000 - £60,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Presentation skills
- Work from home
- Life insurance
Quick apply
Government Technology Solutions Advisor
Cisco Systems —Feltham
- Full-time
- Computer Science
- Engineering
- Leadership
Inventory Team Leader
IAG Cargo —Hounslow
- Hybrid work
- Microsoft Powerpoint
- Data analysis skills
- Analysis skills
- Employee discount
- Gym membership
5d
Sales Director - EMEA
Kaluza —London
- £130,000 - £180,000 a year
- Full-time
- Business development
- Employee discount
Quick apply
Senior Outbound Telesales Executive
The Directory Guys —Uxbridge
- £30,000 - £45,000 a year
- Full-time
- English
- Team management
- In-person
Quick apply
Senior Sales Development Representative (SDR/BDR) Manager
Xelix —London
- £70,000 - £110,000 a year
- Full-time
- Hybrid work
- Team management
- Training & development
- Leadership
- Annual leave
Quick apply
Sr. Project Manager - Business Transformation
SHI International Corporation —London
- £80,000 - £100,000 a year
- Full-time
- Communication skills
Senior Territory Sales Manager
Vatech Dental Manufacturing Ltd —London
- £33,000 - £38,000 a year
- Full-time
- CRM software
- Business development
- Travel
- Annual leave
- Sick pay
Quick apply
UK Service Operations Leader
Carrier —Wimbledon
- £62,500 - £125,500 a year
- Full-time
- Customer service
- Engineering
- Microsoft Office
Senior Manager - Enterprise Sales
HP —Reading
- Full-time
- CRM software
- Bachelor's degree
- Team management
Senior Sales & Marketing Executive
Haymarket Media Group —London
- £32,000 - £35,000 a year
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
- Flexible schedule
6d
Sales Director, Defence and National Security
ServiceNow —Staines-upon-Thames
- Full-time
- Analysis skills
- In-person
- AI
Quick apply

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Senior IFA Administrator

PPSL
Horley

Quick apply

Job details

Permanent | Full-time
£30,000 - £37,000 a year
12 hours ago

Benefits

Free parking
Profit sharing
Additional leave
Company pension
Work from home
Private medical insurance
Life insurance
On-site parking

Qualifications

Investment
Financial Conduct Authority guidelines
Financial planning
Pension
Microsoft Excel
Meeting coordination
Stakeholder liaison
Microsoft Office Suite
Financial services

Full job description

We are looking for a Client Executive to join our private client advisory firm to provide professional and efficient administration support to our clients and colleagues. As a member of our team, you will be passionate about providing the best service to our clients and enjoy working in partnership with your colleagues to ensure we deliver great outcomes.

As a Client Executive, you will be supporting one or more Financial Adviser with administration for our financial planning clients which will involve coordinating with your adviser and completing a variety of tasks.

We are looking for someone who is numerate, has strong attention to detail and enjoys working with information and data. You will demonstrate flexibility and willingness whilst enjoying the demands that come with working for a forward-thinking company. You will be willing to learn new tasks and have a keen interest in pursuing and developing your career within financial services.

If this sounds like your next role and you’d like to work in a values-driven, purposeful business, please apply below!

About the role

As a Client Executive, you will provide administration support through the completion of various tasks which include but are not limited to:

· Arranging team meetings, client meetings and appointments

· Managing the post for your Adviser team

· Administering new client pensions, investment, and risk contracts

· Effectively liaising with product providers and partners

· Managing and finalising client documentation from start to finish

· Managing and coordinating annual client reviews which includes production of valuations

· Processing investments, fund switches and sales documentation within defined service level agreements

· Reviewing and completing investment transactions ensuring accuracy in line with original instructions

· Dealing with client queries

· Ensuring the back-office system is kept up to date

· To adhere to FCA regulations, internal policies and procedures at all times

This role is integral to enabling a first-class service to our financial planning clients. Training is available to support ongoing personal and professional development.

About the role holder

The focus of this job is the timely provision of administration services to our clients. You will be comfortable with numbers and enjoy working with Microsoft Excel and other systems to produce thorough and accurate documentation. Methodical and organised, you will take pride in delivering high quality, detailed work that meets the needs of our clients and colleagues, always paying close attention to the details. You will be passionate about the role you play in helping us to achieve our goals. With a collaborative and supportive approach, you will be a trusted member of the team who is open to sharing ideas and knowledge with colleagues and peers.

Essential Criteria

· Experience of working in an office environment, preferably financial services

· Fully conversant in Microsoft Office

· Proven Microsoft Excel skills

· Good communicator including digitally (camera's on)

· Attentive and methodical approach

· Organised and able to prioritise effectively

· Strong customer focus

· Previous experience of working in financial services

Pay: £30,000.00-£37,000.00 per year

Benefits:

Additional leave
Company pension
Free parking
Life insurance
On-site parking
Private medical insurance
Profit sharing
Work from home

Work Location: Hybrid remote in Horley (Surrey)

Quick apply

Refine Your Search

sales and senior sales executives jobs in feltham

Senior IFA Administrator

Sales and Senior Sales Executives

Procurement Manager

Senior Director - Executive Compensation and Equity Program

Category Specialist / Senior Category Specialist

Global Implementation Manager

Marketing Manager/ Senior Marketing Executive

Senior Branch Manager Designate

Sales & Customer Success Manager

Government Technology Solutions Advisor

Inventory Team Leader

Sales Director - EMEA

Senior Outbound Telesales Executive

Senior Sales Development Representative (SDR/BDR) Manager

Sr. Project Manager - Business Transformation

Senior Territory Sales Manager

UK Service Operations Leader

Senior Manager - Enterprise Sales

Senior Sales & Marketing Executive

Sales Director, Defence and National Security

I want to receive the latest job alerts for sales and senior sales executives in feltham

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