wealth management Work, Jobs in altrincham (with Salaries)

Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
8d
Customer Contact Agent
Essential Insurance —Sale
- £25,200 - £30,000 a year
- Full-time
- Microsoft Word
- Sales
- Financial services
- Free parking
- Profit sharing
Quick apply
3d
Systems Development Officer
Salford Council —Salford
- £39,152 - £41,771 a year
- Computer Science
- SQL
- IT
10d
Legal Support Executive - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Microsoft Outlook
- Organisational skills
- IT
Quick apply
CISO Reporting Manager
Barclays —Knutsford
Direct Sales (BDM role)
Let Property —Manchester
- Up to £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
11d
Trust Administrator - Private Wealth
JMW Solicitors —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
Quick apply
Route 29 Portfolio Lead
Salford Council —Salford
- £38,220 - £40,777 a year
- Free parking
8d
Business Development Manager
razorblue Careers —Salford
- Up to £50,000 a year
- Hybrid work
- Sales
- English
- Microsoft Office
- Life insurance
Quick apply
Power Platform Consultant
razorblue Careers —Salford
- £55,000 - £60,000 a year
- Hybrid work
- Azure
- Mentoring
- AI
- Life insurance
Quick apply
Client Investment Specialist (Portfolio Manager)
Quintet Private Bank —Manchester
- English
- Construction
10d
Client Data Administrator Northwich
Meraki Talent Limited —Northwich
- Microsoft Office
- Administrative experience
- Data entry
10d
Scheduler
Pennington Choices Ltd —Warrington
- £26,227.50 - £27,500.00 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Annual leave
Client Executive
Close Brothers —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
Fund Operations Administrator
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Time management
12d
Sales Team Manager
Close Brothers —Sale
- Full-time
- Hybrid work
- Sales
- Supervising experience
- IT
7d
Wealth Planning Director
Schroders —Manchester
- Full-time
Vice President, POM Product Management
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Computer Science
- Master's degree
- Bachelor's degree
11d
Vice President, OPS Regulatory Oversight Management (CASS)
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
KYC Analyst
G MASS —Manchester
- £40,000 a year
- Hybrid work
- Financial services
- Communication skills
Quick apply

I want to receive the latest job alerts for wealth management in altrincham

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Experienced Life Insurance Advisor - Office Based

Essential Insurance -
Sale

Quick apply

Job details

Permanent | Part-time | Full-time
£35,000 - £75,000 a year
8 days ago

Benefits

Free parking
Profit sharing
Company pension
Company events
Transport links
Life insurance
Sick pay
On-site parking

Qualifications

Multilingual
Financial services
Insurance sales
Negotiation
Time management

Full job description

Overview

Due to the addition of several new contracts with wealth managers and the largest mortgage network in the UK we have seen a substantial increase in the volume of high-net-worth quality enquiries. As a result, we require more skilled advisors to handle this market leading, quality business with higher-than-average conversion and commission rates.

We fully acknowledge that without the right people and the ‘human touch’ of our passionate, energetic, and professional team, our customer-centric business does not exist.

Essential Insurance is a fast-paced, dynamic environment where our people are rewarded for team collaboration and their individual contributions and work life balance is important - that’s why the latest we expect you to work until is 7.30pm Monday to Thursday, and the latest anyone works until on a Friday is 2.30pm - ensuring that every week our staff have an extended weekend to spend with their loved ones.

We offer a generous holiday package of 30 days per year, increasing to 35 days for longer serving staff.

Salaries and incentive schemes are extremely generous and are focused on good customer outcomes, whilst ensuring hard work is rewarded and effort recognised appropriately - and a company pension scheme is open to all.

Our modern 8000-square-foot offices are in the friendly and vibrant town of Sale, which is an extremely popular place to work thanks to easy transport links. The train, Metro station and Northwest motorway network are all located nearby (were just off J7 of the M60) – and there’s ample free parking onsite and right outside the door which is a massive bonus!

As one of the largest and fastest growing award-winning financial services businesses in Manchester we are looking to add to our team of nearly 100 staff to enable us to service our new enquiries.

The Role

All enquires are customer initiated (prospects are actively seeking to speak to an advisor about life insurance) and have either enquired directly online to us or been referred to us through one of our partners who are wealth managers and mortgage brokers.

From receiving the initial enquiry, that is passed to you from our dedicated customer contact agents, you will conduct a fact find and offer advice to clients - converting the enquiries to policies over the phone.

You will need good time management skills and a consultative approach, whilst providing every client with an exceptional level of customer service and ensuring all relevant documentation is completed appropriately.

We have a dedicated team of admins and customer care staff to support you in this and you will be supported by your experienced team leader.

*PLEASE ONLY APPLY FOR THIS ROLE IF YOU HAVE EXPERIENCE IN LIFE INSURANCE*

Salary: £33,000 - £35,000 (have R05 qualification or completion of) up to £75,000+ per year

Benefits:

30 days holiday per year increasing to 35 days
Extended weekend every week
Regular company events
Regular incentives (meals, trips vouchers etc.)
Company pension
Great onsite facilities in a modern office

Schedule:

Earliest start 9am
Latest finish 7.00pm
2.00pm latest finish on Friday's
No weekend working!

Required experience:

Financial Services: 12-18 months
Life insurance sales: 12-18 months

Job Types: Full-time, Part-time, Permanent

Pay: £35,000.00-£75,000.00 per year

Benefits:

Company events
Company pension
Profit sharing
Sick pay

Ability to commute/relocate:

Sale M33 6HE: reliably commute or plan to relocate before starting work (required)

Experience:

Selling Life Insurance: 1 year (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in altrincham

Experienced Life Insurance Advisor - Office Based

Customer Contact Agent

Systems Development Officer

Legal Support Executive - Private Wealth

CISO Reporting Manager

Direct Sales (BDM role)

Trust Administrator - Private Wealth

Route 29 Portfolio Lead

Business Development Manager

Power Platform Consultant

Client Investment Specialist (Portfolio Manager)

Client Data Administrator Northwich

Scheduler

Client Executive

Fund Operations Administrator

Sales Team Manager

Wealth Planning Director

Vice President, POM Product Management

Vice President, OPS Regulatory Oversight Management (CASS)

KYC Analyst

I want to receive the latest job alerts for wealth management in altrincham

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected