Associate financial services Work, Jobs in Bristol, Eng (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
Associate - Financial Services Disputes
TLT —Bristol
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
9d
Associate
Gallagher Benefit Services —Bristol
- Full-time
- Hospitality
- Customer service
- Microsoft Office
4h
Office Manager
Robin King Estate Agents —Bristol
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Social media management
- Microsoft Office
- Annual leave
Quick apply
12d
Associate Project Controls Consultant
AECOM —Bristol
- Full-time
- Hybrid work
- Management
- Project management
- Bachelor's degree
6d
Associate - Margin Assurance
Zellis —Bristol
- Microsoft Excel
- Accounting
- Contracts
6d
Managing Associate - Banking
Michelmores LLP —Bristol
- Call to connect
- Business development
- Communication skills
- Banking
7d
Sr. Manager, Implementation Services
ADP —Bristol
- Management
- Up to 50% travel
- Project management
Senior Manager - Associate Director, Cyber Delivery and GTM - Financial Services
Deloitte —Bristol
- Hybrid work
- Azure
- AWS
- Project management
12d
Operations & Finance Assistant
PACT Solutions —Bristol
- £25,000 - £27,000 a year
- Hybrid work
- CRM software
- Customer service
- Microsoft Office
Quick apply
13h
Associate Relationship Manager - Mid Markets
Lloyds Banking Group —Bristol
- From £40,824 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Financial services
13d
Business Development Associate
Zellis —Bristol
- CRM software
- Sales
- Human resources
- Annual leave
Associate - Professional & Financial Risks
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Organisational skills
Senior Pensions Associate, DB or DC
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Associate Director, Financial Services, Organisation and Workforce Transformation, Future Organisation – Human Capital
Deloitte —Bristol
- Hybrid work
- Business development
- Agile
- Leadership
Accounts Senior Associate
Saffery —Bristol
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- QuickBooks
- Profit sharing
- Annual leave
Construction & Engineering Associate
Buckles Solicitors LLP —Bristol
- Full-time
- Microsoft Office
- Business development
- Travel
- Annual leave
Ornithologist
Luscinia Ecology —Corsham
- £28,000 - £36,000 a year
- Part-time
- Hybrid work
- Data analysis skills
- English
- Bachelor's degree
- Free parking
- Flexitime
Quick apply
9d
Senior Pensions Associate
Gallagher Benefit Services —Bristol
- Microsoft Office
- Analysis skills
- Communication skills
- Employee stock purchase plan
- Life insurance
Associate - Transactional Real Estate
Michelmores LLP —Bristol
- Call to connect
- Business development

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associate financial services jobs near bristol, eng

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

associate financial services jobs in bristol, eng

Associate Broker

Associate - Financial Services Disputes

Associate

Office Manager

Associate Project Controls Consultant

Associate - Margin Assurance

Managing Associate - Banking

Sr. Manager, Implementation Services

Senior Manager - Associate Director, Cyber Delivery and GTM - Financial Services

Operations & Finance Assistant

Associate Relationship Manager - Mid Markets

Business Development Associate

Associate - Professional & Financial Risks

Senior Pensions Associate, DB or DC

Associate Director, Financial Services, Organisation and Workforce Transformation, Future Organisation – Human Capital

Accounts Senior Associate

Construction & Engineering Associate

Ornithologist

Senior Pensions Associate

Associate - Transactional Real Estate

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