Financial professional Work, Jobs in Pensford, Som (with Salaries)

Associate Broker
Checkmate Warranty UK —Clifton
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Sales
- Microsoft Office
- Bachelor's degree
- Health & wellbeing programme
- Bereavement leave
Quick apply
Group Management Accountant
Wishford Education —Corsham
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Mentoring
- Employee discount
- Flexible schedule
Quick apply
Graduate Management Trainee - Bath
Enterprise Mobility —Bath
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Management Trainee - Bristol
Enterprise Mobility —Bristol
- Full-time
- Sales
- Customer service
- Bachelor's degree
Graduate Management Trainee - Weston Super Mare
Enterprise Mobility —Weston-super-Mare
- Full-time
- Sales
- Customer service
- Bachelor's degree
Cyber Security Specialist
AIRBUS Defence and Space Limited —Newport
- Full-time
- Hybrid work
- DevOps
- Travel
- IT
- Free parking
- Employee assistance programme
Executive – Legal Departmental Support – Property Litigation
Freeths —Bristol
- £27,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Administrative experience
- Typing
Quick apply
Onsite Technical Analyst, IT Infrastructure Services Part Time 3 days per week, Bristol
Deloitte —Bristol
- Part-time
- Hybrid work
- Customer service
- Windows
- Microsoft Office
Business Analyst, People Transformation, Human Capital, Defence & Security, Technology and Transformation
Deloitte —Bristol
- Hybrid work
- Business development
- Analysis skills
- Organisational skills
Customer Service & Claims Representative (Bilingual French & English Speaking)
Great American Europe Limited —Bristol
- £27,000 a year
- Full-time
- Hybrid work
- Bilingual
- Customer service
- English
- Health & wellbeing programme
- Life insurance
Quick apply
Finance Analyst- 12 Month Fixed Term Contract
Encirc —Bristol
- £28,000 - £30,000 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Annual leave
- Employee discount
Quick apply
Associate - Professional & Financial Risks (Brokers)
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
Manager, Financial Due Diligence, M&A
Deloitte —Bristol
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
Transaction Manager
Mon Motors —Weston-super-Mare
- £30,000 - £54,000 a year
- Full-time
- Sales
- Basic maths
- Financial services
Quick apply
Systems Administrator - Spacecraft Control Centre
AIRBUS Defence and Space Limited —Chippenham
- Full-time
- Hybrid work
- Computer networking
- Linux
- Free parking
- Employee assistance programme
Legal Administrator Bristol
Bevan Brittan —Bristol
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
7d
Manager, Infrastructure & Capital Programmes (Programme Controls), Major Programmes, Human Capital
Deloitte —Bristol
- Hybrid work
- Management
- Analysis skills
- Project management
Bookkeeper - Part Time
Whittock Consulting Ltd —Bristol
- £19,200 a year
- Part-time
- Accounting
- Organisational skills
- In-person
Quick apply
16h
IT Service Desk Analyst
Boeing —Bristol
- Customer service
- IT
- Communication skills
- Life insurance

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financial professional jobs near pensford, som

Associate Broker

Checkmate Warranty UK
Clifton

Quick apply

Job details

Permanent | Full-time
£25,000 - £30,000 a year

Benefits

Health & wellbeing programme
Additional leave
Company pension
Company events
Private medical insurance
Bereavement leave
Life insurance
Referral programme
Sick pay

Qualifications

Sales
Microsoft Office
Bachelor's degree
Insurance sales
Communication skills
Negotiation

Full job description

Job title: Associate Broker

Location: Bristol (Hybrid)

Salary: £25,000 - £30,000

The Company

Checkmate is an insurance intermediary focused on the residential construction industry throughout the UK. The business predominantly sells 10-year structural defects insurance (structural warranties) to developers, builders and contractors, sourcing the most appropriate level of cover from a panel of providers, ultimately providing greater choice and transparency to the customer.

Role Overview

The Associate Broker supports Producing Brokers in driving new business opportunities, managing client relationships, and expanding revenue across multiple product lines. This is an entry-level, sales-focused role designed for individuals looking to build a career in brokerage, sales, or financial/insurance services. The position combines lead generation, client engagement, and cross-selling support, while providing exposure to the full sales lifecycle.

Key Responsibilities
Lead Generation & Pipeline Development

Identify and research prospective clients through market analysis, networking, and outreach
Generate qualified leads via cold calling, email, and social selling
Maintain accurate CRM records and support targeted business development campaigns

Sales Support & Client Engagement

Support Producing Brokers with client meetings, pitches, and presentations
Assist in preparing proposals, quotes, and marketing materials
Participate in meetings, track follow-ups, and coordinate cross-product introductions

Cross-Selling & Business Development

Identify opportunities to expand services within existing clients
Collaborate with internal teams to deliver multi-line solutions aligned to client needs

Relationship Management

Build and maintain strong client relationships
Act as a key contact for inquiries and ensure responsive, professional communication

Market Research & Insights

Monitor market trends, competitor activity, and industry developments
Provide insights to support strategic sales decisions and identify new growth areas

General Sales Responsibilities

Meet activity targets and maintain accurate records of sales activity
Develop strong product knowledge across all offerings
Collaborate cross-functionally and support sales administration and execution
Uphold company values, compliance, and regulatory standards

Skills & Qualifications

Bachelor’s degree or equivalent experience (preferred but not always required)
Strong communication and interpersonal skills
Highly motivated with a results-driven mindset
Ability to manage multiple tasks and prioritize effectively
Comfortable with outreach, networking, and client-facing activities
Basic understanding of sales principles and customer relationship management
Proficiency in Microsoft Office and CRM systems

Key Competencies

Resilience and persistence
Commercial awareness
Relationship-building skills
Attention to detail
Team collaboration
Adaptability and willingness to learn

Job Types: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

Benefits:

Additional leave
Bereavement leave
Company events
Company pension
Health & wellbeing programme
Life insurance
Private medical insurance
Referral programme
Sick pay

Work Location: Hybrid remote in Clifton BS8 1HP

Quick apply

Refine Your Search

financial professional jobs in pensford, som

Associate Broker

Group Management Accountant

Graduate Management Trainee - Bath

Graduate Management Trainee - Bristol

Graduate Management Trainee - Weston Super Mare

Cyber Security Specialist

Executive – Legal Departmental Support – Property Litigation

Onsite Technical Analyst, IT Infrastructure Services Part Time 3 days per week, Bristol

Business Analyst, People Transformation, Human Capital, Defence & Security, Technology and Transformation

Customer Service & Claims Representative (Bilingual French & English Speaking)

Finance Analyst- 12 Month Fixed Term Contract

Associate - Professional & Financial Risks (Brokers)

Manager, Financial Due Diligence, M&A

Associate - Professional & Financial Risks

Transaction Manager

Systems Administrator - Spacecraft Control Centre

Legal Administrator Bristol

Manager, Infrastructure & Capital Programmes (Programme Controls), Major Programmes, Human Capital

Bookkeeper - Part Time

IT Service Desk Analyst

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