Financial advisor Work, Jobs in Farnham Common, Bkm (with Salaries)

Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
Trainee Financial Advisor
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
HR Business Partner
Smarter Cover —Leatherhead
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Sales
- Contracts
- Financial services
- Free parking
- Work from home
Quick apply
11d
Finance Director (Hybrid/ Full or Part time/High Wycombe)
Techlabs London —High Wycombe
- Hybrid work
- Team management
- Leadership
- Communication skills
Communications and Engagement Advisor
ABM UK —Heathrow
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
- Employee discount
Quick apply
2d
Sales Advisor
Qadr Organisation —Battersea
- £550 - £850 a week
- Full-time
- Sales
- Customer service
- No experience needed
- Flexitime
- Employee stock ownership plan
Quick apply
4d
Sales Operations Manager
Eckoh —Hemel Hempstead
- From £70,000 a year
- Full-time
- Hybrid work
- CRM software
- Salesforce
- Communication skills
- Free parking
- Work from home
Quick apply
Contact Centre Operations Manager
Eckoh —Hemel Hempstead
- From £47,000 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Analysis skills
- Free parking
- Work from home
Quick apply
Financial Controller
Glenholme Specialist Healthcare —Eton
- £70,000 - £75,000 a year
- Full-time
- Leadership
- Communication skills
Quick apply
Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
11d
Client Partner (New Business) – Banking & Financial Markets
CGI —London
- Full-time
- Business development
- Banking
- Negotiation
Quick apply
Healthy Lifestyle Advisor
ICE Creates —Reading
- £26,227.50 a year
- Weekend availability
- Hybrid work
- CRM software
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
6d
Sales Advisor - Slough Ford
Allen Motor Group —Slough
- £22,770 - £47,500 a year
- Employee discount
- Referral programme
Project Director - Logistics Lead - Large scale corporate events
Nteractive —Staines-upon-Thames
- Hybrid work
- Microsoft Powerpoint
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
2d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Sales Advisor
Age Concern Slough and Berkshire East —Maidenhead
- £12.71 an hour
- Part-time
- Customer service
- Cleaning
- In-person
Quick apply
Head of Data & Analytics
Practice Plus Group IUC —Reading
- Up to £90,000 a year
- Remote
- No degree
- AI
4d
Consultant/Senior Consultant Life Sciences & Healthcare Strategy, Strategy & Business Design
Deloitte —London
- Hybrid work
- Research
- Business development
- Analysis skills
Treatment Coordinator
Maidenhead - Portman Dental & Implant Clinic —Maidenhead
- From £13.92 an hour
- Full-time
- Sales
- Communication skills
- Employee assistance programme
Quick apply
Sales Development Coach / Team Leader
MotorEasy —Reading
- £38,000 - £55,000 a year
- Full-time
- CRM software
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
12h

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Customer Relationship Manager

HERD GROUP
Addlestone

Quick apply

Job details

Full-time

Benefits

Free parking
On-site gym
Company pension
Company events
Employee stock ownership plan
On-site parking
Shuttle service provided
Free fitness classes

Qualifications

Microsoft Word
CRM software
Driving Licence
Account-based growth strategy development
Client engagement
Stakeholder liaison
Internal department liaison
Analysis skills
Sales forecasting
Partnership building
Sales pipeline
Risk management
Forecasting
Organisational skills
Relationship management
Customer support
Customer interaction
Strategic selling
Financial management
Account management
Growth strategy
Add-on sales
Negotiation

Full job description

The Customer Relationship Manager plays a pivotal role in driving commercial performance and strengthening our long-term customer partnerships. This role carries responsibility for ensuring seamless onboarding of new customers, maximising value across existing accounts, and delivering sustainable, profitable growth aligned to business objectives.

Operating with a high level of drive and accountability, the Customer Relationship Manager is expected to think strategically while maintaining strong operational awareness. The role requires the ability to build and influence relationships at multiple levels within customer organisations, identify growth opportunities, and translate commercial insight into actionable account plans.

Success in this position relies on a customer-centric mindset combined with strong analytical capability, confident negotiation skills, and resilience. The Customer Relationship Manager will proactively manage performance, minimise risk (including off-hires), and consistently deliver commercially sound solutions that strengthen both customer outcomes and company profitability.

Key Responsibilities

Customer onboarding and system setup

Lead the onboarding of all new customers, ensuring a seamless and professional implementation process.
Complete all required account setup within Key2 accurately and efficiently.
Record all customer interactions, agreements, forecasts, and activity within the CRM system to maintain full pipeline visibility.
Work cross-functionally with operations, finance, remarketing, damage and sales support to ensure service readiness and operational excellence.

Account development and growth strategy

Develop and execute strategic account plans to drive sustainable revenue growth across existing customers.
Forge strong relationships at multiple levels within client organisations, identifying key stakeholders and decision-makers.
Identify, create, and convert upselling and cross-selling opportunities, including pitching and positioning Herd Synergy solutions.
Develop and articulate tailored fleet and rental solutions that address operational and commercial customer needs.
Build, manage, and maintain a forward-looking and accurate sales forecast pipeline.

Commercial and financial management

Prepare, present, and negotiate commercially sound and profitable proposals.
Apply strong numerical and analytical skills to evaluate fleet performance, utilisation, and commercial opportunities.
Minimise off-hires through proactive utilisation reviews and strategic contract management.
Maintain strong commercial and operational awareness to ensure proposals are deliverable and aligned to service capability.
Deliver against agreed revenue, margin, retention, and growth targets.

Relationship and performance management

Act as the primary point of contact and trusted advisor for assigned accounts.
Conduct regular performance reviews and strategic meetings with customers.
Proactively communicate opportunities, risks, and performance insights internally and externally.
Manage objections effectively and demonstrate resilience in competitive or challenging situations.
Maintain high standards of time management to balance customer engagement, reporting, forecasting, and internal collaboration.

Benefits:

Company events
Company pension
Employee stock ownership plan
Free fitness classes
Free parking
On-site gym
On-site parking
Shuttle service provided

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in farnham common, bkm

Customer Relationship Manager

Trainee Financial Advisor

HR Business Partner

Finance Director (Hybrid/ Full or Part time/High Wycombe)

Communications and Engagement Advisor

Sales Advisor

Sales Operations Manager

Contact Centre Operations Manager

Financial Controller

Paraplanning Administrator (IFA)

Client Partner (New Business) – Banking & Financial Markets

Healthy Lifestyle Advisor

Sales Advisor - Slough Ford

Project Director - Logistics Lead - Large scale corporate events

Associate Financial Advisor - Hybrid

Sales Advisor

Head of Data & Analytics

Consultant/Senior Consultant Life Sciences & Healthcare Strategy, Strategy & Business Design

Treatment Coordinator

Sales Development Coach / Team Leader

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