Average Financial Services salary in South East England

Working for a leading broker offering an array of financial services products to nationwide clients. Duties include: Provide high level technical and administrative support to the Advisers;Understand complex information and utilise this to write accurate and professional suitability letters;Ensure that files are complete with all required client documentation;Deal effectively with queries from clients and other parties through effective communication;Book appointments, liaise with GP surgeries and insurance companies to ensure positive client outcomes;Assist with trust forms;Maintain accurate computer records and follow the company’s compliance process at all times. Skills/criteria required: Previous experience in a similar support role in financial services or the protection sector;Able to understand complex information to produce accurate suitability letters;Knowledge of relevant regulation and legislation (desirable);Experience of client management systems;Excellent telephone client interaction skills and ability to build rapport swiftly;Excellent written communication skills;Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);Good organisation skills;Very strong attention to detail;Manages time effectively with the ability to multi-task;Keeps calm when faced with conflicting demands and handles these effectively;Demonstrates a positive attitude at all times. Additional Information: Reigate based - Hybrid after trainingMonday - Friday - 35 hour weekSalary: £25-26000Attractive benefits package including bonus, PMI, pension + more

Due to continued growth, our award-winning Estate Agency client is seeking an Experienced Sales Manager to join their successful Financial Services team. You will work on a full time permanent basis and will be based within their main hub based in Quedgeley, Gloucester. This is a fantastic opportunity to join a well-established company that prides itself on providing an exceptional service to all its customers! You will oversee the day-to-day operations of the advisor teams ensuring targets are met. You will also manage team productivity, maintain key relationships, and provide support to advisors. You will also be responsible for overseeing the progression team ensuring KPIs are met whilst driving continuous improvements across the board. Responsibilities: Team Management: -Oversee activity and productivity levels for advisors, ensuring all targets are met -Manage and maintain relationships with key internal teams -Lead and facilitate monthly team meetings, including business reviews and 121’s -Supervise the mortgage progression team to drive performance Training and Development: -Identify training needs and deliver training as required, providing ongoing feedback & coaching to advisors to improve sales and performance Support and Operations: -Provide both technical and sales support to advisors on cases, ensuring smooth case progression -Identify and pursue business opportunities for the team to maximise growth Reporting and Communication: -Regularly report on team progress and performance to senior partners. Continuous Improvement: -Collaborate with the team to develop and implement strategies to improve KPI’s and overall team performance. Candidate Attributes: -Proven experience in financial services management or leadership -In-depth knowledge of financial services, sales processes, and industry regulations -Good people management skills -Strong communication, presentation, and coaching abilities Hours: 38.75 hours per week, Monday - Friday, 9am - 5:30pm Salary: £50k per annum + profit share bonus, £4.8k car allowance, free parking and a generous holiday allowance of 30 days holiday + bank holidays!

What’s in it for you? Company pension | Life insurance | Free on-site parking | Company events | Sick pay | Join a growing, supportive team in the financial services sector | Career development & progression opportunities Must Have’s 2+ years' experience in financial servicesConfident supporting Independent Financial Advisers or working within an IFA firmStrong attention to detail and time management skillsSolid understanding of pensions, investments, protection, and mortgagesProficient with provider platforms and client management systems Nice to have’s Experience drafting suitability reportsFamiliarity with NHS Pension Scheme or medical/dental client baseAbility to manage a varied workload and work independently or as part of a team So what will you be doing? Processing new business applications across multiple financial providersMaintaining and updating client records and policy dataHandling incoming and outgoing correspondence with clients and providersProducing client documentation and suitability reportsSupporting advisers with reviews and ongoing client servicingEnsuring compliance and accurate record keeping at all times Helpful extras • Office-based role in Cheltenham• Monday to Friday, 9-5Hybrid working after probation Interested? Send your most up-to-date CV to Alicia at i2i recruitment today!Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.