Client Services Jobs in Gloucestershire
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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...
Mortgage Account Manager (6 Vacancies)
- Salary:
- £15,400.00 - £17,265.00
- Location:
- Gl53
- Job Type:
- Permanent
- Date Posted:
- 25-May-2012 14:58Add to My Shortlist
Prepare yourself for interview with Sarah Smith - Resourcing Manager for Yorkshire Building Society
Mortgage Account Manager (6 Vacancies) Location: Charlton Kings, Cheltenham Salary: £15400.00 - £17265.00 dependent on experience Hours of work: Flexible hours based around Monday - Friday 8am to 8pm Saturday 9am - 5pm Closing Date: 8th June 2012 Purpose of Role The Mortgage Collections & Recoveries department is responsible for the Society's members who potentially could or do end up... their needs into account whilst bearing in mind that you are trying to limit any losses for the Group. The successful candidate will provide an exceptional service to our customers, ensuring that all communication complies with the Society's procedures and regulations, including Treating Customers Fairly (TCF). If you: Have previous customer service and/or financial services experience Possess excellent communication skills and the ability to empathise with customers Have a good telephone manner, confidence and a positive attitude We offer: 24 days holiday plus bank holidays Pension Scheme Staff Restaurant Bonus scheme On site gym Subsidised staff investment and mortgage products Free onsite
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...
Book-Keeper, Pegasus Opera II, Cheltenham - Permanent
- Salary:
- Negotiable
- Location:
- Cheltenham
- Job Type:
- Permanent
- Date Posted:
- 28-May-2012 13:51Add to My Shortlist
Book-Keeper, Pegasus Opera II, Cheltenham - Permanent Datasource is a Specialist supplier of IT and technical professionals to support critical high profile projects run by our clients in the; MOD, Defence, Central Government, Aerospace, Financial, Electronics & Engineering, and Consultancy & Outsourcing sectors in the UK and Europe. Established in 1981, based in Cheltenham and Bristol. We are looking for... PAYE, and Commission payments. *Book-keeping and associated Administration duties. *Recording Office Expenses. *Payment of Purchase invoices. *Processing accounts post. *Filing Accounts documents and archiving. *Maintaining Cash Book & Receipt Book on Excel spreadsheet. *Weekly Debt collecting. *On-line Banking. *Month-end reports, Bank Reconciliation, Quarterly VAT return. *Daily liaising with Banks and Accountants. General Duties *Answering Phone's *Faxing and Photocopying. *Sending letters. *Maintain relevant administrative records. *Maintain relevant filing. *Provide secretarial support. *Any other administrative tasks that may be necessary from time to time You will quickly become an integrated member of our established and growing team. The position offers a superb chance...
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...
Business Assurance Manager
- Salary:
- £40k - £50k pa
- Location:
- Cheltenham, Gloucester, Stroud, Gloucestershire
- Job Type:
- Permanent
- Date Posted:
- 21-May-2012 09:21Add to My Shortlist
Our client within the financial services sector is seeking a Business Assurance Manager to join their compliance and financial crime function. This is an important role that will ensure the efficiency and continuous improvement of operational and regulatory processes. Key accountabilities: * To ensure that the business assurance area operates efficiently and within regulatory guidelines, as well as those set... of the regulatory standards and process methodology surrounding wealth management * Familiarity with the principles of TCF; in particular the FSAs TCF outcome 4: where consumers receive advice, the advice is suitable and takes account of their circumstances * Prior experience of managing within a regulated environment * Highly developed relationship management, presentation and communication skills, with the ability to express ideas in a clear and concise manner to employees at all levels * Effective in time management, proactive and highly motivated * Methodical and organised approach to administrative procedures, with the capability to prioritise * Should hold a full diploma, ...
Compliance manager/ analyst
- Salary:
- £250 - £350 p day
- Location:
- Bristol
- Job Type:
- Contract/Interim
- Date Posted:
- 28-May-2012 10:49Add to My Shortlist
Compliance Specialist Compliance specialist can be based in any of the following: Bristol, Salisbury or Dorking We currently have the requirement for a number of compliance specialist positions to main and develop compliance standards and identifications and management of a regulatory environment through the provision of compliance advice, challenge and guidance, principally in relation to one or more business units.... solving skills. * Capable of working with limited supervision, understanding when referral to a manager is appropriate and necessary. * Experienced in Compliance Technical Advice with the ability to demonstrate outputs are relevant and meaningful to the business. The most challenging features of the role are: * Building strong working relationships with the business and gaining their trust through the provision of credible, business-focussed advice. * Passing on specialist knowledge to others to strengthen Business Risk expertise. * Ensuring advice takes into account any current and expected regulatory requirements.
Business Comms Analyst - Gloucester
- Salary:
- £505 p day
- Location:
- Gloucester
- Job Type:
- Contract/Interim
- Date Posted:
- 22-May-2012 10:41Add to My Shortlist
Based in Gloucester a Comms Analyst / Business Analyst is required on a contract basis to working on a mortgage migrations programme for a large bank. You would be required to work with business areas in co-ordinating the key internal comms messages in a clear and concise manner to ensure all areas of the business are ready for the migration. You will create an overall internal comms plan; create an overall internal comms approach paper; ensure that comms across the business units are co-ordinated both for pre-migration and for during the migration events; identify key messages that the programme should be communicating to stakeholders; build relationships with business areas comms reps. Candidates must have previous experience in a comms role, ideally in a banking / financial services environment. Strong stakeholder management skills. Experience of change management. Migration projects experience would be a bonus.Recruitment Zone acting as an employment business in regard to this advert.
Sales Credit Control - Bristol
- Salary:
- OTE £25K + Excellent Benefits
- Location:
- Bristol, Weston-Super-Mare, Stroud, Gloucester, Cheltenham, Clevedon, Bath, Chippenham
- Job Type:
- Permanent
- Date Posted:
- 23-May-2012 16:59Add to My Shortlist
JOB TITLE:- Sales Credit Control LOCATION:- Bristol SALARY:- OTE £25K + Excellent Benefits (listed below) JOB PURPOSE / PRINCIPAL ACCOUNTABILITIES:- Credit Control encompasses both retaining clients and credit controlling payment plans. The purpose of this Sales Credit control role is to obtain payment from clients and liaise with retentions to ensure premiums are collected. * Contacting clients (outbound and inbound)... rate * Ability to act on own initiative and work as part of a team * Target driven * Experience of working in personal lines insurance. * Experience of working within a contact centre environment. * Experience in the debt collection/recovery sector THE BENEFITS:- * Opportunities to gain insurance and customer service qualification * You will receive dedicated training within the initial weeks of employment * Career progression opportunities * 22 days annual leave, rising to 27 days * Staff Recommendation scheme - earn yourself £500 for recommending a friend * Games room with pool table, table football and table tennis *...
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...
Head of Delivery - Change Management: - Delivery and Leadership exp
- Salary:
- £75k-£90k (Neg)
- Location:
- Bristol, South West England
- Job Type:
- Permanent
- Date Posted:
- 25-May-2012 18:21Add to My Shortlist
Head of Delivery - Commercial Change Management: Strong Change Delivery and Leadership exp: Location: Bristol Duration: Perm Salary: £75k-£90k (Neg) + Excellent Package Company and role: Market leading Banking/financial services company require a highly experienced Head of Commercial Change Delivery to join them. For this role you will need to have strong proven leadership experience a Change Delivery experience. The... Management: Strong Change Delivery and Leadership exp: *Proven track record of Change Delivery in highly complex environment *Ability to provide strong leadership for a team of colleagues, both internal and external contract resource, with wide ranging skills and knowledge. *Ability to operate effectively with Senior stakeholders and develop strong working relationships. *Effectively manage multiple suppliers and customer segments. *Ability to establish and set strategic direction. *Ability to influence both business and stakeholders to arrive at best solution *Ability to work at an abstract level and diagnose strategic business and technology issues.
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