Client Services Jobs in Bristol
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Customer Consultant Mortgage & Retail
- Salary:
- £20,352 - £23,744
- Location:
- Bristol
- Job Type:
- Permanent
- Date Posted:
- 23-May-2012 14:10Add to My Shortlist
Prepare yourself for interview with Sarah Smith - Resourcing Manager for Yorkshire Building Society
Customer Consultant Mortgage & Retail Location: Bristol Salary: £20,352 - £23,744 per annum, plus branch bonus scheme Hours of work: 35 hours per week worked, Monday to Friday 9.00am to 5.00pm, plus Saturdays 9:00 - 12.00 (Rota basis) Closing Date: 6th June 2012 Hello, my name is Lee and I'm the Branch Manager at the Bristol Branch. I have been... needs. Advising on and selling the full range of mortgages and mortgage related products against branch and individual targets to achieve sales objectives. You will be required to record direct new mortgage business on the ISIS system and monitor the process through to completion, maintaining high standards of administration and customer service at all times. If you: * Have full CeMAP or equivalent qualification * Have a proven sales track record * Have a good working knowledge of lending criteria and mortgage procedures * Have fantastic communication skills both written and verbal * Have good working knowledge of mortgage and insurance products...
Customer Research Analyst
- Salary:
- £18850 - £23562 pa + benefits
- Location:
- Bristol
- Job Type:
- Contract/Interim
- Date Posted:
- 22-May-2012 14:04Add to My Shortlist
Responsibilities: Providing support on all aspects of the research process, particularly the analysis and interpretation of data to provide insightful recommendations. Set up online surveys and associated reports using our online survey, reporting and analysis tool. Interpret vast amounts of data, checking for accuracy, and identify key themes, insights, and new routes of investigation. Foster and maintain positive relationships with...
Account Manager
- Salary:
- £18-21 K plus £4k bonus
- Location:
- Bristol
- Job Type:
- Permanent
- Date Posted:
- 25-May-2012 11:52Add to My Shortlist
Our Client is a major European asset finance specialist. They have almost 40 years' experience in the UK as a leading provider of tax efficient financial solutions for thousands of different businesses across a number of market sectors - from small/medium-sized enterprises and large multinational companies, to public sector organisations and local authorities. As an Account manager you will be... with a set portfolio of existing accounts which will be allocated to you on appointment, this is 'classic' account management not a cold sales role dressed as something else. 70 % of the calls you will be dealing with will be inbound. You will be required to build strong working relationships with the dedicated leasing manager at each account. You will be required to answer a variety of different queries and respond within set SLA's. The types of query could range from rate changes to quotations. The other 30% of your time will be outbound. This will involve up selling the...
Business Analyst
- Salary:
- Neg
- Location:
- Bristol
- Job Type:
- Permanent
- Date Posted:
- 24-May-2012 12:36Add to My Shortlist
FNZ is the enterprise cloud computing and services company in the wealth management sector. FNZs technology and investment administration services are used by financial institutions to transform the way that customers achieve their financial goals. FNZ powers wealth management platforms for financial advisers, direct customers and the workplace in the UK, Australia and New Zealand. Our customers include AXA, Standard... for the analysis and enhancement of the firms distribution platform capabilities. This includes working both independently and with a team to analyse internal business requirements, with clients to determine any new business requirements, and with IT developers to ensure that any development work meets specifications. It may also involve maintaining relationships at various levels with clients, product providers, counterparties and regulators in order to ensure a superior level of service, and may also include other related duties as required from time to time. Primary Accountabilities Communicate with other staff to discuss business issues of a wider and/or cross-divisional nature; Regular interaction...
Mortgage Advisor, Excellent HNW Leads, London, South West, £70k+ OTE
- Salary:
- £70,000 OTE
- Location:
- Kensington, Bristol
- Job Type:
- Permanent
- Date Posted:
- 22-May-2012 21:15Add to My Shortlist
Are you a mortgage broker / mortgage advisor / mortgage adviser looking to really build your business? Cute Resource Solutions is delighted to be working with this prestigious HNW brokerage based in Kensington. Our client is currently enjoying a period of sustained, organic growth and is looking to add to their existing team of mortgage brokers / mortgage advisers in... (up to 1.25%) who specialise in providing mortgage advice and protection for large loans and more complex borrowing, their ethos is built around putting their clients interests first and providing a personalised, distinguished service. The company has worked tirelessly to build a first class reputation based on consistently delivering outstanding customer service and as such have secured exclusive contracts with a number of high profile introducers and Estate Agents, they are now in the enviable position of having a surplus of leads and are looking for an individual who can represent their company and services in the utmost professional manner. If you...
Programme Finance Officer (Public Sector)
- Salary:
- £300.00 - £400.00 p day
- Location:
- Bristol
- Job Type:
- Contract/Interim
- Date Posted:
- 18-May-2012 10:54Add to My Shortlist
Programme Finance Officer/ Part Qualified Programme Finance Officer wanted. Skills needed: public sector, financial planning in large programmes, business analyst, modelling, Excel, data manipulation. My Bristol based public sector client is looking for a Programme Finance Officer/ Part Qualified Programme Finance Officer to work on a 1 year contract. The Programme Finance Officer/ Part Qualified Programme Finance Officer will provide a range of financial support services to ensure the effective financial management of the ICT Modernisation Programme, including, auditing, forecasting, planning, budgeting and reporting, in line with the programme plan. The Programme Finance Officer/ Part Qualified Programme Finance Officer will also develop strong relationships with the incumbent supplier, designated stakeholders and key directorate staff, provide accurate and appropriate financial advice and support in line with UK GAAP and IFRS and in line with the clients policy. The Programme Finance Officer/ Part Qualified Programme Finance Officer will liaise closely and effectively with the clients Finance...
MI Data Analyst
- Salary:
- £30k - £35k pa + bonus, pension, life assurance
- Location:
- Bristol
- Job Type:
- Permanent
- Date Posted:
- 18-May-2012 15:13Add to My Shortlist
Carlisle Managed Solutions are currently recruiting for one of our clients in the life assurance industry, Our client was newly formed last year, from a merger of some of the largest names in the life assurance, insurance and pensions business and is currently trading with over 5 million customers worldwide. As a result of this recent restructuring and growth we... data to produce the Management Information that supports the strategic decision making process. This role will manage and develop the MI Data Warehouse, by actively ensuring data integrity, performing data imports and obtaining new data sources. This role will work closely with IT as well as dealing closely and building relationships across the business therefore it is essential that as well as strong data manipulation skills you have the ability to liaise with internal and external stakeholders. Key responsibilities will be:- -To ensure that all imports into MI Data Warehouse (Solus) are performed accurately & on time, through managing suppliers of...
Senior Lean Change Analyst
- Salary:
- Competitive plus benefits
- Location:
- Birmingham, Bristol, Edinburgh, Leeds, London, Manchester, Rotherham
- Job Type:
- Permanent
- Date Posted:
- 24-May-2012 00:00Add to My Shortlist
We have a number of opportunities for Senior Lean Change Analysts nationwide, to join our newly created Operational Excellence Lean team in our UK Corporate Banking division at The Royal Bank of Scotland Group. UK Corporate Banking serves UK corporate and commercial customers from SME's to UK based multi nationals, providing them with everyday banking, innovative products and services, and specialist help. We work together with our customers to achieve their financial goals with local and sector expertise and access to the right products across the UK. By applying our product capabilities and intellectual capital, we have built strong relationships with many leading businesses and institutions. Our Business & Commercial Banking business supports c1.3 million customers and is unique in the UK banking sector as we provide the complete SME solution under one roof, from start up businesses to medium size enterprises turning over £25 million per annum. And as...
Financial Planning and Analysis Manager
- Salary:
- £32.5k - £37.5k
- Location:
- Bristol
- Job Type:
- Permanent
- Date Posted:
- 22-May-2012 15:34Add to My Shortlist
Financial Planning and Analysis Manager - Bristol £32.5k - £37.5k Bray Leino is a UK top 20 integrated communications group with energetic businesses spanning advertising, digital, 3D spaces, media, direct response, training and PR. More than 300 people work here across sites in London, Filleigh, Bristol, Chester and Edinburgh, serving a wide range of national and international businesses. The role... terms are optimised o Provide on-going finance support to the Bristol based agencies o Monitor revenue performance to quarterly and monthly flash forecasts o Undertake monthly Finance reviews with the Bristol agencies o Ensure compliance with Finance reporting deadlines o Assist with business planning and forecasting o Act as Project Accountant for major Client projects o Undertake other finance support activities as required * Insurance Management o Credit insurance policy applications / renewals o Debtor reporting to insurers and compliance with policy terms o Commercial insurance renewals o PI & D & O renewals o Processing and finalising Insurance claims The...
Lean Transformation Manager
- Salary:
- Competitive plus benefits
- Location:
- Birmingham, Bristol, Edinburgh, Leeds, London, Manchester, Rotherham
- Job Type:
- Permanent
- Date Posted:
- 24-May-2012 00:00Add to My Shortlist
We have two opportunities for Lean Transformation Managers, to join a newly created Operational Excellence Lean team, in our UK Corporate Banking division, at The Royal Bank of Scotland Group. UK Corporate Banking serves UK corporate and commercial customers from SMEs to UK based multi nationals, providing them with everyday banking, innovative products and services, and specialist help. We work together with our customers to achieve their financial goals with local and sector expertise and access to the right products across the UK. By applying our product capabilities and intellectual capital, we have built strong relationships with many leading businesses and institutions. Our Business & Commercial Banking business supports c1.3 million customers and is unique in the UK banking sector as we provide the complete SME solution under one roof, from start up businesses to medium size enterprises turning over £25 million per annum. And as...
Assistant Commercial Analyst
- Salary:
- £26,000 pa
- Location:
- Bristol, Horfield, Long Ashton, Westbury On Trym, Bishopsworth, Longwell Green, Dundry, Pill, Shirehampton, Queen Charlton, Keynsham, Avon, Bs35 2nt
- Job Type:
- Contract/Temp
- Date Posted:
- 18-May-2012 14:23Add to My Shortlist
An exciting fixed-term vacancy is immediately available for an Assistant Commercial Analyst within a prestigious and well established company based in the Bristol area. Based in purpose built, modern offices north of Bristol on the M5, you will work with the Finance and Business Development teams to provide analytical support, produce KPIs and assist in the production of commercial data.... excel skills, including V-Lookups, Pivot tables, and preferably Macros - Attention to detail and accuracy - Articulate, with the ability to present data and information verbally and in a group environment - Planning and organisation - Ability to influence others, often more senior stakeholders - Ability to develop cross functional relationships and networks Thank you for your interest in this position. Unfortunately, due to the high volume of applications we are only able to contact successful applicants. The first stage of the application process is to apply online. Candidate Source Ltd is an Advertising Agency working on behalf of an Employment...
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