Wealth manager Work, Jobs in Burton On Trent, Sts (with Salaries)

Account Manager
Close Brothers —Burton-On-Trent
- Full-time
- Hybrid work
- CRM software
- Customer service
- Analysis skills
Senior Account Manager
Close Brothers —Burton-On-Trent
- Full-time
- Hybrid work
- CRM software
- Customer service
- Analysis skills
Club Development Coordinator
Nottingham Trent University —Nottingham
- £28,608 - £32,089 a year
- Full-time
- Hybrid work
- University
- Travel
- Annual leave
- Employee discount
13d
Innovation and Legal Technology Senior Manager
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- AI
- Leadership
Quick apply
Key Account Manager
IQVIA —Walsall
- Full-time
- Sales
- No degree
- Negotiation
- Annual leave
- Employee discount
Engineer Surveyor, LEV/Electrical: Castle Donnington
Zurich Insurance —Leicester
- Up to £57,594 a year
- Overtime
- IT
Change Delivery Manager
Capital One UK —Nottingham
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Service and Operations Administrator
Sensory Technology Ltd —Ilkeston
- £13.50 - £15.00 an hour
- Part-time
- Communication skills
- Free parking
- Sick pay
Quick apply
6d
Service Engineer - Field-based, South East UK and London
Getinge Ltd. —Derby
- CRM software
- Microsoft Office
- Travel
- Employee assistance programme
- Employee discount
Head of UK Card Accounting (Senior Manager)
Capital One UK —Nottingham
- Full-time
- Hybrid work
- Financial services
- In-person
- Annual leave
3d
Wealth Administrator
Royal Bank of Canada —Nottingham
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
Openings Support Manager
Hickory's Smokehouse —Birmingham
- Up to £35,000 a year
- Full-time
- Driving
- Restaurant
- Restaurant experience
- Health & wellbeing programme
- Employee discount
Quick apply
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
HR Generalist
Parker Hannifin Corporation —Shepshed
- Full-time
- Human resources
- Organisational skills
- Employee assistance programme
- Employee discount
3d
Senior Project Manager - Risk Intelligence - (FTC)
London Stock Exchange Group —Nottingham
- Full-time
- Analysis skills
Legal Cashier
GloverPriest —Tamworth
- Microsoft Excel
Executive Assistant
Parker Hannifin Corporation —Shepshed
- Administrative experience
- Employee assistance programme
- Employee discount
Project Manager
PickEverard —Leicester
- Project management
- Presentation skills
- Contracts
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —Birmingham
- Full-time
- Customer service
- Communication skills
Pastoral Manager
Star Academies —Birmingham
- £32,802.09 - £39,152.00 a year
- Call to connect
- Organisational skills
- School
8d

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Account Manager

Close Brothers -
Burton-On-Trent

Apply Now

Job details

Full-time

Qualifications

CRM software
Customer service
Analysis skills
Relationship management
Customer support
Financial services

Full job description

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Asset Finance team and help convert opportunities into successful lending outcomes. Supporting regional Sales teams, you will play a key role in progressing finance applications, coordinating credit submissions, undertaking initial due diligence checks, and working with colleagues across the business to move deals efficiently through the approval process.

Working as part of our centralised Account Management team in Burton, you will build strong relationships with Sales colleagues and customers, helping to maintain momentum on new business opportunities while ensuring a high standard of accuracy and compliance. We're looking for someone who is organised, detail-oriented, and confident managing competing priorities. Previous experience in Asset Finance would be beneficial but is not essential.

RESPONSIBILITIES

Liaise with Credit and Operations functions plus customers, brokers and suppliers to solve proposal or deal documentation accuracy issues to enable timely customer outcomes
Act as a brand ambassador, promoting our company's values and maintaining a positive brand image at all times.
Create or support the construction of inbound proposals and perform any initial due diligence activities required
Engage with Customers, Brokers and Suppliers via telephone and email, providing outstanding support to address proposal related enquiries and to resolve issues
Understand the team business strategy, vision/mission and personal contribution to it.
Develop and maintain relationships with existing customers via telephone, emails, and on occasion face to face meetings.
Understand and comply with standard operating procedures to meet the Group’s Conduct Risk policies and the expectations of our regulators

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

The ability to communicate with both customers and colleagues at all levels of seniority and liaise effectively with other internal departments.
Proven experience in customer service, relationship management or a related role.
Proficiency in handling customer enquiries and resolving issues with a customer-centric approach.
A strong attention to detail.
Numerate and analytical ability.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

Familiarity with CRM software and other customer support tools
Good knowledge of Microsoft products
Previous knowledge of the Financial Services industry and in a similar customer facing role.

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at [email protected] or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:
https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

#LI-JN1 #LI-HYBRID #LI-CBAFL

At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities.

Apply Now

Refine Your Search

wealth manager jobs in burton on trent, sts

Account Manager

Senior Account Manager

Club Development Coordinator

Innovation and Legal Technology Senior Manager

Key Account Manager

Engineer Surveyor, LEV/Electrical: Castle Donnington

Change Delivery Manager

Service and Operations Administrator

Service Engineer - Field-based, South East UK and London

Head of UK Card Accounting (Senior Manager)

Wealth Administrator

Openings Support Manager

Paraplanning Team Leader

HR Generalist

Senior Project Manager - Risk Intelligence - (FTC)

Legal Cashier

Executive Assistant

Project Manager

Wealth Paraplanner

Pastoral Manager

I want to receive the latest job alerts for wealth manager in burton on trent, sts

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