Sales professional Work, Jobs in Middlewich, Chs (with Salaries)

IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
6d
Territory Manager - Oral B - (Cheshire & North Wales)
Procter & Gamble —Chester
- Full-time
- Customer service
- Salesforce
- Microsoft Office
- Employee stock ownership plan
Sales Executive - Promotional Merchandise Consultant
TP European Solutions Ltd —Northwich
- £26,436.80 - £40,000.00 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Free parking
- Employee discount
Quick apply
13d
Business Support Coordinator
Fastview360 Ltd —Nantwich
- From £35,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
Quick apply
5d
Credit Controller
Scott's Hire Limited —Sandbach
- From £17.50 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Travel
- IT
- Annual leave
Quick apply
5d
Travel Consultant
Trailfinders —Chester
- £44,000 - £49,000 a year
- Sales
Client Development Manager
Sykes Holiday Cottages —Chester
- Up to £50,000 a year
- Full-time
- Sales
- Business development
- Travel
Quick apply
Sales and Customer Service Executive
Spitfire Doors —Macclesfield
- £36,000 - £38,000 a year
- Full-time
- Sales
- Microsoft Office
- Business development
- Free parking
Quick apply
Retail Supervisor
French Connection —Ellesmere Port
- £13.80 an hour
- Full-time
- Management
- Customer service
- Supervising experience
- Store discount
- Annual leave
Quick apply
Retail Store Manager
Eden Mobility —Hanley
- From £28,000 a year
- Full-time
- Management
- Sales
- Customer service
Quick apply
Dispenser
Boots —Winsford
- £16 an hour
- Weekend availability
- Travel
- IT
- Employee assistance programme
- Employee discount
13d
Fundraiser £13 Per Hour
E&E Inc Limited —Manchester
- From £13 an hour
- Part-time
- Customer service
- No experience needed
- In-person
- Annual leave
- Referral programme
Quick apply
Sales Assistant
Feghas UK Limited —Manchester
- £450 - £500 a week
- Full-time
- Customer service
- No experience needed
- English
- Referral programme
Quick apply
11d
Operations Coordinator
Mactech (Europe) Ltd —Congleton
- Full-time
- Microsoft Excel
- Warehouse experience
- IT
- Free parking
- Life insurance
Quick apply
6d
Reprographics Artworker
Swanline Group —Stone
- £30,000 - £35,000 a year
- Full-time
- CAD
- Organisational skills
- In-person
Quick apply
11d
Driver and Branch Sales Assistant - Flexible hours
City Plumbing —Winsford
- £12.71 - £13.93 an hour
- Full-time
- Driving
- Annual leave
- Employee assistance programme
Account Manager Capital Sales - North West & North Wales Territory
Baxter —Stockport
- Sales
- Computer literacy
- Microsoft Office
- Annual leave
International Property Investment Paralegal
Gateley —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Washrooms Service Technician
PHSGroup —Crewe
- £12.92 an hour
- Overtime
- Free parking
- Employee discount
Business Development Executive (OTE £55k+)
EEUK Ltd —Hanley
- £30,000 - £32,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
- Employee discount
- Life insurance
Quick apply
8d

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IFA Administrator - Full Time

Burfield Financial Planning
Northwich

Quick apply

Job details

Full-time
£26,000 - £30,000 a year
6 days ago

Benefits

Annual leave
Company pension
Life insurance
Sick pay

Qualifications

English
Microsoft Office
Administrative experience
Organisational skills
Financial services
AI

Full job description

Job Overview

Burfield Financial Planning was established in 2010 and has built a strong reputation for providing high-quality financial advice. Our team of four Advisers has over 40 years of combined industry experience. While we specialise in retirement planning, we also offer a comprehensive range of financial solutions to meet our clients' needs.

We are seeking a Financial Services Administrator to join our team. The successful candidate will play a key role within the administration function, providing support to Advisers, Paraplanners, and fellow Administrators to ensure the efficient delivery of client services.

About the Role

Office-based
Full-time
Permanent
Monday to Friday, 9:00am to 5:00pm (Friday, 9:00am to 4:00pm)

Responsibilities

Prepare annual review reports using company templates.
Complete and submit annual review files in accordance with company procedures.
Obtain pre-sale documentation, including quotations and supporting information.
Process new business applications through to completion across pensions, investments, and other financial planning products.
Ensure all relevant client documentation is accurately maintained on the back-office system.
Ensure client withdrawals are processed by providers in a timely manner and followed through to completion.
Liaise with clients, advisers, and product providers to ensure tasks are completed efficiently and deadlines are met.
Answer inbound calls and make outbound calls as required.
Book appointments and assist with diary and calendar management.
Carry out general administrative and office duties as required.

Ideal Requirements

Previous experience in a similar role within a financial services business is desirable.
Experience producing valuations and preparing reports would be advantageous.
Experience using Intelligent Office and Dynamic Planner would be beneficial.
Strong organisational skills, with the ability to manage and prioritise workloads effectively.
Excellent attention to detail and a high level of accuracy.
Customer-focused approach with a commitment to delivering exceptional service.
Excellent communication, interpersonal, and relationship-building skills.
Confident and professional telephone manner.
Strong team player with the ability to work collaboratively.
Good working knowledge of Microsoft Office applications.

Benefits

25 days' annual leave plus bank holidays.
An additional day's annual leave is awarded for each completed year of service, up to a maximum entitlement of 27 days.
Company pension scheme.
Birthday leave.
Study support.
Death in Service benefit.

Job Type: Full-time

Pay: £26,000.00-£30,000.00 per year

Benefits:

Company pension
Life insurance
Sick pay

Application question(s):

List three reasons why you would be a suitable candidate for this role? (No AI responses)

Experience:

Administrative: 1 year (preferred)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

sales professional jobs in middlewich, chs

IFA Administrator - Full Time

Territory Manager - Oral B - (Cheshire & North Wales)

Sales Executive - Promotional Merchandise Consultant

Business Support Coordinator

Credit Controller

Travel Consultant

Client Development Manager

Sales and Customer Service Executive

Retail Supervisor

Retail Store Manager

Dispenser

Fundraiser £13 Per Hour

Sales Assistant

Operations Coordinator

Reprographics Artworker

Driver and Branch Sales Assistant - Flexible hours

Account Manager Capital Sales - North West & North Wales Territory

International Property Investment Paralegal

Washrooms Service Technician

Business Development Executive (OTE £55k+)

I want to receive the latest job alerts for sales professional in middlewich, chs

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