Job Title: Relationship Executive (Finance Guide)

Location: Glasgow – mix of Office & Home Working – Shift Patterns: Monday – Sunday , 7am to 11pm

Salary: £29350.00

Do you have experience in banking and/or financial services?

Do you pride yourself on delivering exceptional customer service?

Are you a problem-solver with the ability to think on your feet?

If so, we want to hear from you!

We are currently on the lookout for energetic and customer centric professionals with a background in banking or the financial services on behalf of our banking client. They are currently on a huge recruitment drive to add to their already busy and exciting teams who are dedicated to providing the very best customer service.

In this role, you will be responsible for forging and maintaining strong relationships with the bank’s customer base by providing reactive financial guidance over the phone. The financial guidance you provide will provide the customer with confidence in their current financial situation and lay the foundations to build their wealth for the future.

With in-depth training and ongoing support, you will become an expert in the products, policies and processes at the bank. You’ll use this knowledge to provide the very best solutions for your client base.

To be considered for this role, you must:

  • Possess a background in banking or financial services
  • Have held a similar, relationship-focused role
  • Have exceptional attention to detail and problem-solving skills
  • Must be able to commit to the shift patterns
  • Have a confident and professional telephone manner
  • Be confident in your ability to forge and maintain relationships in a virtual environment

If you are ready to join a forward-thinking team and progress your career then please contact us for more information or to send applications please contact Sophie on sophie@cfrecruitment.co.uk

Job Title: Business Relationship Manager

Location:Field based but ability to travel to Yorkshire regularly

Salary:  £35-40k plus benefits

About the Company:

Our client is an award winning  Independent Financial Adviser support group with over 25 years industry experience.  They provide a wide range of services that enable them to provide quality financial advice and services to meet the requirements of their clients. 

Job Description: 

The role holder is responsible for building and maintaining existing introducer relationships whilst developing new business opportunities for their affinity partners. The main duties are to proactively engage with key introducers, schedule regular meetings and check ins, attend industry and networking events and work directly with the introducer on a regular basis. This includes, acting as a point of contact for all introducer/marketing activities, arranging regular review meetings and analysing critical performance.

Skills and Experience needed (essential or preferred) :-

  • Fully CeMAP qualified or equivalent preferred.
  • Previous experience in a similar role preferred.
  • Needs to have an in-depth knowledge of the mortgage and protection advice marketplace:
  • Enthusiastic, results driven individual
  • Goal orientated
  • Strong attention to detail

For more information or to send applications please contact Tracy Fletcher on 07852 150953 or via email on tracy@cfrecruitment.co.uk

Job Title: Financial Advisor

Location: South East – Haddington – Cardiff

Salary: £45-55k DOE + Bonus

About the Company:

Our client, an Award Winning Independent Financial Advisers who provide a wide range of services are looking to recruit Financial Advisor’s.

Job Description: 

You will be responsible for providing holistic, independent financial advice solutions to your clients and giving them an exceptional customer service experience in line with the values of the company. Working with an existing client base and working on new leads.

Skills and experience needed (essential or preferred):

The ideal candidate will –

  • Have Level 4 DipFA as a minimum
  • Have recent CAS status
  • Have proven financial advisor experience
  • Have strong interpersonal skills
  • Have experience provided competent and knowledgeable pension, protection and investment solutions
  • Driving License and own vehicle
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For more information or to send applications, please contact Lucy Done on Lucy@cfrecruitment.co.uk or ring her on 07415 773342.