Paraplanner Location: Farnborough / Remote Salary: £42,000 - £48,000 Full Time - Permanant Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Jul 02, 2025
Full time
Paraplanner Location: Farnborough / Remote Salary: £42,000 - £48,000 Full Time - Permanant Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%)
Investment Administrator Location: Guildford Salary: 25,000- 30,000 + Benefits Hours: Monday to Friday, 8:30am-5:30pm An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company. Job Responsibilities Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following: Maintenance of the client review process including the preparation of spread sheets and reports accordingly. Preparation and typing of letters and other reports, where required. Obtaining new business illustrations for Investment and Pensions Consultants where required. Processing of new business applications, including checks to ensure that documentation is correct. Maintenance of client database. Assist in the ongoing research into appropriate investment funds. Ensure all administration is completed in an effective manner to meet the firms record keeping and file quality requirements. Ensure that the firms high standards of client care are met, and operating at all times within the Rules of the FSA. To undertake all other duties as reasonably required and directed. Personal Development To achieve an understanding of office systems and procedures, investment and other financial planning products, and of compliance rules, including Data Protection and Anti-Money Laundering regulations with this knowledge being maintained by additional training and development as required. Qualifications & Capabilities Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Excellent telephone manner and customer service skills in keeping with the highly professional reputation that Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
Jun 26, 2025
Full time
Investment Administrator Location: Guildford Salary: 25,000- 30,000 + Benefits Hours: Monday to Friday, 8:30am-5:30pm An award-winning investment services provider is seeking a highly organised and motivated Investment Administrator to join its growing team. Supporting a diverse client base of pension schemes and institutional investors, this role offers the opportunity to be part of a dynamic and client-focused environment. This role can offer you extensive career development and the opportunity to grow within a successful company. Job Responsibilities Flexibility to assist the sales team with all administration tasks, as required, including (but not limited to) the following: Maintenance of the client review process including the preparation of spread sheets and reports accordingly. Preparation and typing of letters and other reports, where required. Obtaining new business illustrations for Investment and Pensions Consultants where required. Processing of new business applications, including checks to ensure that documentation is correct. Maintenance of client database. Assist in the ongoing research into appropriate investment funds. Ensure all administration is completed in an effective manner to meet the firms record keeping and file quality requirements. Ensure that the firms high standards of client care are met, and operating at all times within the Rules of the FSA. To undertake all other duties as reasonably required and directed. Personal Development To achieve an understanding of office systems and procedures, investment and other financial planning products, and of compliance rules, including Data Protection and Anti-Money Laundering regulations with this knowledge being maintained by additional training and development as required. Qualifications & Capabilities Good keyboard skills and PC literate, with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Excellent telephone manner and customer service skills in keeping with the highly professional reputation that Ability to work in a structured and planned manner especially when under pressure to meet deadlines.
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
Jun 25, 2025
Full time
Pensions Administrator Salary: 25,000 - 30,000 Location: Godalming Hours: Monday to Friday, 09:00am till 5:30pm Our client is seeking a Pensions Administrator to join their growing team. This role involves providing comprehensive administrative support for pension schemes, ensuring compliance with regulations, maintaining accurate records, and assisting consultants in delivering exceptional service to clients. Key Responsibilities: Preparing and processing pension scheme documentation, including scheme establishment and regulatory submissions. Managing scheme reviews, ensuring all necessary documentation is up to date and compliant. Handling transfer values, tax reclaims, and investment transactions efficiently. Maintaining accurate and up-to-date database records, ensuring all data is correctly entered and monitored. Assisting with retirement processes, including pension calculations, benefit statements, and payment of lump sums or pensions. Liaising with consultants, trustees, accountants, and regulatory bodies to facilitate smooth pension administration. Ensuring compliance with Inland Revenue requirements, including the reporting of PSO transactions and VAT submissions. Assisting consultants with investment research and obtaining quotations for pension-related investments. Supporting clients by providing regular scheme updates and reminders regarding contributions and compliance. Drafting and reviewing pension scheme reports, trustee documentation, and actuarial reports in line with industry standards. Handling queries from clients and stakeholders regarding pension scheme administration and regulations. Requirements: Previous experience in pensions administration or financial services, ideally within SSAS, SIPP, or occupational pensions. Strong organisational and numerical skills with excellent attention to detail. Ability to manage multiple tasks and meet strict deadlines in a fast-paced environment. Strong communication skills, both written and verbal, to liaise effectively with stakeholders. Proficiency in Microsoft Office, particularly Excel and Word, for data management and reporting. Knowledge of pension regulations and Inland Revenue requirements is desirable.
Account Management Executive Location: Bradley Stoke Salary: £27,000 - £30,000 + OTE My client based in Bradley Stoke is looking for an Account Management Executive to come on board and join their team. You will be the first point of contact for your customer, building strong business relationships to ensure that you are providing them with the right products for their needs whilst gaining insight into their business strategies and goals. You will be following up targeted and smart marketing campaigns where you will track and develop business opportunities with existing customers and generate new business leads for the business development managers. Responsibilities: Build relationships with key decision makers within your clients business. Deal with administration, focusing on customer retention. Ensure actions from calls are recorded and followed up in accordance with targets set. Work with other members of the business to recognise and address new business opportunities for existing clients. Keep active on social media and engage with marketing posts. Initiate customer meetings with decision makers for the business development managers to present customer proposals and quotations (virtually or in person as appropriate) Provide accurate sales forecasting of anticipated sales and regular activity reporting. Manage and develop an account base of existing clients. Seek out new lead generation opportunities through referrals and introductions. Responsibility for account development plans Support colleagues to ensure the business exceeds clients expectations. Ensure best practice and procedures are followed to ensure professionalism is delivered at all times Always deliver excellent customer service to existing and prospective clients Keep abreast of industry and technology developments. Report to the management team on any improvements, change requirements and innovation you believe will improve quality management system. Apply THINK values at all times ensuring Teamwork, Honesty, Integrity, No-nonsense, Knowledgeable behaviours applied in everything you do Skills & Experience: You will be a highly driven and motivated individual with a passion for hitting achievable targets and earning uncapped commission. Exceptional customer service skills Skilled negotiator Highly organised with an eye for detail Ability to operate in a fast paced environment Ability, experience and interest in technology to allow for meaningful discussion with customers Good understanding of social media to positively promote the business Confident on the telephone and in online meetings via Teams/Zoom Commercially minded with good business acumen
Mar 09, 2025
Full time
Account Management Executive Location: Bradley Stoke Salary: £27,000 - £30,000 + OTE My client based in Bradley Stoke is looking for an Account Management Executive to come on board and join their team. You will be the first point of contact for your customer, building strong business relationships to ensure that you are providing them with the right products for their needs whilst gaining insight into their business strategies and goals. You will be following up targeted and smart marketing campaigns where you will track and develop business opportunities with existing customers and generate new business leads for the business development managers. Responsibilities: Build relationships with key decision makers within your clients business. Deal with administration, focusing on customer retention. Ensure actions from calls are recorded and followed up in accordance with targets set. Work with other members of the business to recognise and address new business opportunities for existing clients. Keep active on social media and engage with marketing posts. Initiate customer meetings with decision makers for the business development managers to present customer proposals and quotations (virtually or in person as appropriate) Provide accurate sales forecasting of anticipated sales and regular activity reporting. Manage and develop an account base of existing clients. Seek out new lead generation opportunities through referrals and introductions. Responsibility for account development plans Support colleagues to ensure the business exceeds clients expectations. Ensure best practice and procedures are followed to ensure professionalism is delivered at all times Always deliver excellent customer service to existing and prospective clients Keep abreast of industry and technology developments. Report to the management team on any improvements, change requirements and innovation you believe will improve quality management system. Apply THINK values at all times ensuring Teamwork, Honesty, Integrity, No-nonsense, Knowledgeable behaviours applied in everything you do Skills & Experience: You will be a highly driven and motivated individual with a passion for hitting achievable targets and earning uncapped commission. Exceptional customer service skills Skilled negotiator Highly organised with an eye for detail Ability to operate in a fast paced environment Ability, experience and interest in technology to allow for meaningful discussion with customers Good understanding of social media to positively promote the business Confident on the telephone and in online meetings via Teams/Zoom Commercially minded with good business acumen
Field Sales Executive Office Location: Bradley Stoke Salary: £30,000 - £35,000 + OTE My client based in Bradley Stoke is looking for a Field Sales Executive to come on board and join their New Business Sales team. You will develop sales strategies and be responsible for attracting new clients and customers. whilst investigating and pro-actively generating new sales opportunities and closing deals. You will nurture long standing relationships with customers and identify a full range of opportunities across my clients product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Development of Best Practices to Maximise Sales Campaigns Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Skills & Experience: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive Sales Cycle Management including Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Target Driven Product Knowledge Initiative & Problem Solving Computer Literacy Team Player Resilient
Mar 09, 2025
Full time
Field Sales Executive Office Location: Bradley Stoke Salary: £30,000 - £35,000 + OTE My client based in Bradley Stoke is looking for a Field Sales Executive to come on board and join their New Business Sales team. You will develop sales strategies and be responsible for attracting new clients and customers. whilst investigating and pro-actively generating new sales opportunities and closing deals. You will nurture long standing relationships with customers and identify a full range of opportunities across my clients product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Development of Best Practices to Maximise Sales Campaigns Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Skills & Experience: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive Sales Cycle Management including Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Target Driven Product Knowledge Initiative & Problem Solving Computer Literacy Team Player Resilient
Forklift Driver Location: Camberley Basic salary 27,000 to 29,000 Working Times: Monday - Friday 08.30-17.30 My client based in Camberley are seeing a Pivot Steer Lift Truck Operator to join their team. You will be working in a leading FMCG food related company with over 35 years of supplying Southeast Asian food. They are looking for someone to be responsible for the safe and efficient operation of pivot steer forklifts to transport, stack, load and unload goods. Responsibilities: Maneuvering within narrow aisle racking, optimizing warehouse storage, updating and recording actions within the WMS and ensuring that products are transported in line with Company health and safety standards. Safely operate pivot steer forklifts to move goods around the warehouse sites. Load and unload trucks, vans, and containers. Adhere to all safety protocols and operational standards when operating machinery. Conduct daily equipment inspections to ensure safe and proper functioning of forklifts. Report any mechanical issues or maintenance needs of the lift truck to the supervisor. Comply with all relevant health and safety guidelines. Maintain warehouse organization and cleanliness. Follow inventory management guidelines for the correct storage of materials to maintain both FIFI and FEFO riles. Ensure that all relevant paperwork and inventory systems are up to date. Work closely with warehouse colleagues and managers to ensure efficient operations and assist with other warehouse duties as required, including picking and packing. Experience: Valid Pivot Steer Forklift Truck (Bendi or Flexi) certification is required Must have experience using IT systems Prior experience (1-2 years preferred) in operating pivot steer forklifts in a warehouse setting Able to lift heavy loads and remain physically active throughout the shift Strong attention to safety, accuracy, and quality control Ability to work efficiently and meet deadlines in a fast-paced environment
Mar 09, 2025
Full time
Forklift Driver Location: Camberley Basic salary 27,000 to 29,000 Working Times: Monday - Friday 08.30-17.30 My client based in Camberley are seeing a Pivot Steer Lift Truck Operator to join their team. You will be working in a leading FMCG food related company with over 35 years of supplying Southeast Asian food. They are looking for someone to be responsible for the safe and efficient operation of pivot steer forklifts to transport, stack, load and unload goods. Responsibilities: Maneuvering within narrow aisle racking, optimizing warehouse storage, updating and recording actions within the WMS and ensuring that products are transported in line with Company health and safety standards. Safely operate pivot steer forklifts to move goods around the warehouse sites. Load and unload trucks, vans, and containers. Adhere to all safety protocols and operational standards when operating machinery. Conduct daily equipment inspections to ensure safe and proper functioning of forklifts. Report any mechanical issues or maintenance needs of the lift truck to the supervisor. Comply with all relevant health and safety guidelines. Maintain warehouse organization and cleanliness. Follow inventory management guidelines for the correct storage of materials to maintain both FIFI and FEFO riles. Ensure that all relevant paperwork and inventory systems are up to date. Work closely with warehouse colleagues and managers to ensure efficient operations and assist with other warehouse duties as required, including picking and packing. Experience: Valid Pivot Steer Forklift Truck (Bendi or Flexi) certification is required Must have experience using IT systems Prior experience (1-2 years preferred) in operating pivot steer forklifts in a warehouse setting Able to lift heavy loads and remain physically active throughout the shift Strong attention to safety, accuracy, and quality control Ability to work efficiently and meet deadlines in a fast-paced environment
Project Coordinator Location: Farnborough Salary 30,000- 50,000 Hours: Monday to Friday, 8:30-5:30 Fully Office Based My client who are based in Farnborough and are within the construction industry are seeking a Project Coordinator to join their exciting and vibrant team. You will be responsible for the end to end customer journey from deposit to completion, updating the customer throughout the process and be responsible for any queries that may arise. Responsibilities: Seeing the customer through the process of loft conversion to completion. Answering calls and handing incoming enquiries. Keping in frequent communication with design team,. Assisting customers with obtaining signed party wall documents and making heating system arrangements. Chasing up council planning applications frequently. Arranging site set ups of projects. Ordering materials/windows and assisting our lofts fitters day to day. Keeping in regular contact with customers, tradesmen and building control. Efficiently dealing with on site issues. Keeping customers updated throughout the process of their loft conversion. Preparing completion packs. Assist with administrative tasks as needed and general office duties. Skills Required: Experience in a projects role Excellent written and verbal communication skills. Highly organised with attention to detail. Works proactively and with initiative. Ability to multitask. Full UK driving licence. Construction experience is desirable.
Mar 08, 2025
Full time
Project Coordinator Location: Farnborough Salary 30,000- 50,000 Hours: Monday to Friday, 8:30-5:30 Fully Office Based My client who are based in Farnborough and are within the construction industry are seeking a Project Coordinator to join their exciting and vibrant team. You will be responsible for the end to end customer journey from deposit to completion, updating the customer throughout the process and be responsible for any queries that may arise. Responsibilities: Seeing the customer through the process of loft conversion to completion. Answering calls and handing incoming enquiries. Keping in frequent communication with design team,. Assisting customers with obtaining signed party wall documents and making heating system arrangements. Chasing up council planning applications frequently. Arranging site set ups of projects. Ordering materials/windows and assisting our lofts fitters day to day. Keeping in regular contact with customers, tradesmen and building control. Efficiently dealing with on site issues. Keeping customers updated throughout the process of their loft conversion. Preparing completion packs. Assist with administrative tasks as needed and general office duties. Skills Required: Experience in a projects role Excellent written and verbal communication skills. Highly organised with attention to detail. Works proactively and with initiative. Ability to multitask. Full UK driving licence. Construction experience is desirable.
Trainee Mortgage Underwriter Location : Woking Salary : £26-32,000 + benefits Office Based Are you looking to start your career in Mortgage Underwriting? If so, we have got an excellent role for you. We are currently working alongside a Financial Services client who are seeking a candidate to join their Underwriting Team. We are looking for candidates who have got an interest in Mortgages or Financial Services and you will have excellent attention to detail and be able to build rapport with clients over the phone. Responsibilities Ensure that all lending files are reviewed throughout the underwriting process in accordance with the company s policies and procedures and TCF principles. Ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems. Establish and maintain effective working relationships with key 3rd party business partners - these include all intermediary partners, solicitors and valuation panel managers Achieve satisfactory performance levels in all KPIs to maintain/achieve underwriting mandate. Undertake relevant regulatory training to complete all three levels of CEMAP programme. Provide suitable Mortgage advice, where possible, on applications received directly from customers. Experience and Skills Strong team player who is committed, conscientious and hard working. Strong attention to detail. Can do attitude, flexible and solutions orientated. Confident and clear communicator. Open, honest, reliable and with integrity. Benefits Casual dress Company pension Cycle to work scheme On-site parking Private medical insurance Referral programme
Feb 21, 2025
Full time
Trainee Mortgage Underwriter Location : Woking Salary : £26-32,000 + benefits Office Based Are you looking to start your career in Mortgage Underwriting? If so, we have got an excellent role for you. We are currently working alongside a Financial Services client who are seeking a candidate to join their Underwriting Team. We are looking for candidates who have got an interest in Mortgages or Financial Services and you will have excellent attention to detail and be able to build rapport with clients over the phone. Responsibilities Ensure that all lending files are reviewed throughout the underwriting process in accordance with the company s policies and procedures and TCF principles. Ensure the accuracy of customer and loan related data that is captured within the underwriting forms, documents and internal systems. Establish and maintain effective working relationships with key 3rd party business partners - these include all intermediary partners, solicitors and valuation panel managers Achieve satisfactory performance levels in all KPIs to maintain/achieve underwriting mandate. Undertake relevant regulatory training to complete all three levels of CEMAP programme. Provide suitable Mortgage advice, where possible, on applications received directly from customers. Experience and Skills Strong team player who is committed, conscientious and hard working. Strong attention to detail. Can do attitude, flexible and solutions orientated. Confident and clear communicator. Open, honest, reliable and with integrity. Benefits Casual dress Company pension Cycle to work scheme On-site parking Private medical insurance Referral programme
Payroll Officer Location: Salford Quays Salary: £30,000 My client, a leading Fire and Security specialist, is seeking an experienced Payroll Officer to join their team. This role is primarily responsible for the coordination and administration of the timely and accurate delivery of payrolls processed centrally for the Fire division. Additionally, the post holder will work on an ad hoc basis with the Senior Payroll Officer on various projects across the Fire Division. Daily Duties Maintain and update payroll records and payroll spreadsheets. End-to-end processing of monthly company payrolls. Preparation and completion of payroll-related reports. Work with departmental managers to ensure all up-to-date payroll information and correct documentation has been received monthly. Complete month-end tasks including P45 for leavers, FPS (Full Payment Summary), EPS (Employee Payment Summary), print/save reports for the period, update payments file, and prepare/send electronic payslips monthly. Enter all new starters/leavers in the month onto the Company pensions scheme via website. Produce Pension Reports and upload into the pension provider portal to process the DD. Prepare a listing of all AOEs each month together with payment details for repayment. Respond to and resolve first-line employee queries regarding payroll. Process leavers and all administration related to leavers in SAGE & Employee database. Control payroll-related HR paperwork. Correspondence related to changes in payroll and deductions. Ad hoc Payroll duties/projects as necessary. Requirements End-to-end payroll processing experience is required. SAGE 50 payroll experience is highly desirable. Numerate with excellent Excel & data entry skills. Excellent communication and interpersonal skills. Strong attention to detail. Ability to work to deadlines with minimum supervision. Benefits Basic Salary - Competitive. Royal London Pension. Life Assurance 4x Salary. Paid Holidays plus Bank Holidays. Additional Day holiday for each full year of completed service (up to 25 days). Additional Birthday Holiday. Paid Candidate Referral Scheme - up to £1,000 per referral, unlimited referrals. Mental Health & Well-being Scheme. Employee Recognition Scheme. Development and progression opportunities. Free, secure on-site parking. Free, on-site gym.
Feb 21, 2025
Full time
Payroll Officer Location: Salford Quays Salary: £30,000 My client, a leading Fire and Security specialist, is seeking an experienced Payroll Officer to join their team. This role is primarily responsible for the coordination and administration of the timely and accurate delivery of payrolls processed centrally for the Fire division. Additionally, the post holder will work on an ad hoc basis with the Senior Payroll Officer on various projects across the Fire Division. Daily Duties Maintain and update payroll records and payroll spreadsheets. End-to-end processing of monthly company payrolls. Preparation and completion of payroll-related reports. Work with departmental managers to ensure all up-to-date payroll information and correct documentation has been received monthly. Complete month-end tasks including P45 for leavers, FPS (Full Payment Summary), EPS (Employee Payment Summary), print/save reports for the period, update payments file, and prepare/send electronic payslips monthly. Enter all new starters/leavers in the month onto the Company pensions scheme via website. Produce Pension Reports and upload into the pension provider portal to process the DD. Prepare a listing of all AOEs each month together with payment details for repayment. Respond to and resolve first-line employee queries regarding payroll. Process leavers and all administration related to leavers in SAGE & Employee database. Control payroll-related HR paperwork. Correspondence related to changes in payroll and deductions. Ad hoc Payroll duties/projects as necessary. Requirements End-to-end payroll processing experience is required. SAGE 50 payroll experience is highly desirable. Numerate with excellent Excel & data entry skills. Excellent communication and interpersonal skills. Strong attention to detail. Ability to work to deadlines with minimum supervision. Benefits Basic Salary - Competitive. Royal London Pension. Life Assurance 4x Salary. Paid Holidays plus Bank Holidays. Additional Day holiday for each full year of completed service (up to 25 days). Additional Birthday Holiday. Paid Candidate Referral Scheme - up to £1,000 per referral, unlimited referrals. Mental Health & Well-being Scheme. Employee Recognition Scheme. Development and progression opportunities. Free, secure on-site parking. Free, on-site gym.
Credit Controller Location: Hybrid / Salford Quays Salary: £23,000-£26,500 Hours: Mon - Fri 8.30am till 5pm My client, based in Salford Quays, is seeking a Credit Controller to join their fast-growing team. They are a leading fire and security company for businesses in the UK. To apply for this role, you will need experience working within Credit Control and have a commercial approach to work. Daily Duties Achieving monthly individual and team cash collection targets. Reducing overdue debt to meet targets. Chasing customers via telephone, letter, and e-mail. Processing online Credit Card payments. Bank Reconciliations. Posting of payments and allocation on customer accounts. Opening new customer accounts, performing credit checks, and setting credit limits. Assessing credit of existing customers and authorizing removal of STOP status. Liaising with customers and internal departments to resolve queries in a timely and professional manner. Managing disputes. Recording and maintaining accurate chase history of customer accounts. Issuing statements and copy invoices. Collating account history and documentation for commencement of legal action. Opening and distributing all incoming mail and issuing department outgoing mail. Supporting the Credit Control Manager in maintaining the Department as a support function of the business. Any other ad hoc tasks as required. Requirements A professional business approach. The ability to work independently and a desire to learn. Excellent administration and computer skills. Customer-focused with the ability to resolve customer queries. Analytical in approach. Experience of analyzing data using Microsoft Excel, Microsoft Outlook, and Microsoft Teams. Strong organizational skills. High attention to detail and the ability to handle multiple priorities with a structured approach. Experience of Sage Line 200 & Cash4Windows preferred. Benefits Bonus opportunities. Company mobile phone & laptop. Royal London Pension. Life Assurance 4x Salary. Onsite gym. Free parking on-site.
Feb 20, 2025
Full time
Credit Controller Location: Hybrid / Salford Quays Salary: £23,000-£26,500 Hours: Mon - Fri 8.30am till 5pm My client, based in Salford Quays, is seeking a Credit Controller to join their fast-growing team. They are a leading fire and security company for businesses in the UK. To apply for this role, you will need experience working within Credit Control and have a commercial approach to work. Daily Duties Achieving monthly individual and team cash collection targets. Reducing overdue debt to meet targets. Chasing customers via telephone, letter, and e-mail. Processing online Credit Card payments. Bank Reconciliations. Posting of payments and allocation on customer accounts. Opening new customer accounts, performing credit checks, and setting credit limits. Assessing credit of existing customers and authorizing removal of STOP status. Liaising with customers and internal departments to resolve queries in a timely and professional manner. Managing disputes. Recording and maintaining accurate chase history of customer accounts. Issuing statements and copy invoices. Collating account history and documentation for commencement of legal action. Opening and distributing all incoming mail and issuing department outgoing mail. Supporting the Credit Control Manager in maintaining the Department as a support function of the business. Any other ad hoc tasks as required. Requirements A professional business approach. The ability to work independently and a desire to learn. Excellent administration and computer skills. Customer-focused with the ability to resolve customer queries. Analytical in approach. Experience of analyzing data using Microsoft Excel, Microsoft Outlook, and Microsoft Teams. Strong organizational skills. High attention to detail and the ability to handle multiple priorities with a structured approach. Experience of Sage Line 200 & Cash4Windows preferred. Benefits Bonus opportunities. Company mobile phone & laptop. Royal London Pension. Life Assurance 4x Salary. Onsite gym. Free parking on-site.
Internal Sales Executive Location: Basingstoke Salary: 30,000- 32,000 + uncapped OTE ( 50,000 realistic) My client based in Basingstoke is looking for a Internal Sales Executive to join their friendly team. You will use outbound sales and business development techniques to develop and close new business opportunities. Utilise networking opportunities and events to proactively develop your pipeline. Identify opportunities for specialists to develop whilst you own the customer relationship and sales cycle. You will nurture footholds into new customers and then identify a full range of opportunities across the product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner. Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Strive to continually deliver successful sales performance sharing repeatable practices for the wider business success Deliver excellence in each engagement with all prospects to continue the companies unrivalled reputation for customer service. Skills: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive and Target Driven Pro-active Digital Sales Cycle Management including: Prospecting, Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Initiative & Problem Solving Computer Literacy Team Player Resilient
Feb 19, 2025
Full time
Internal Sales Executive Location: Basingstoke Salary: 30,000- 32,000 + uncapped OTE ( 50,000 realistic) My client based in Basingstoke is looking for a Internal Sales Executive to join their friendly team. You will use outbound sales and business development techniques to develop and close new business opportunities. Utilise networking opportunities and events to proactively develop your pipeline. Identify opportunities for specialists to develop whilst you own the customer relationship and sales cycle. You will nurture footholds into new customers and then identify a full range of opportunities across the product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner. Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Strive to continually deliver successful sales performance sharing repeatable practices for the wider business success Deliver excellence in each engagement with all prospects to continue the companies unrivalled reputation for customer service. Skills: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive and Target Driven Pro-active Digital Sales Cycle Management including: Prospecting, Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Initiative & Problem Solving Computer Literacy Team Player Resilient
My client who are based in Petersfield are seeking a Client Servicing Manager to join their team! You will be working for a Chartered Financial Practice who look after a number of clients. The practice supports its team members through formal qualifications and personal development goals. The Client Servicing team is accountable for all client administration and servicing activity. The tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions. Daily Duties Responding to new/existing client queries received via phone and email. Updating the Salesforce system with all appropriate information (including creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions. New business processing and business submission. Support to all advisers on client servicing activities. Completion of all tasks allocated via Salesforce including ad hoc tasks. Preparation and follow up on regular client reviews. Recording and processing of client gifts under referrals process. Skills & Experience Excellent customer service experience Strong written and verbal communication skills at all levels Highly organised and efficient with their workload Proactive and solutions focused Ability to prioritise their workload Excellent client service skills regardless of communication method Driven to achieve personal and professional goals as well as the company vision Works well as part of the team but can also self-motivate Approachable and friendly during all interactions with different departments Previous client service experience in a professional environment is essential Financial Services industry experience desirable To be able to adopt new changes and have confidence to share ideas
Feb 18, 2025
Full time
My client who are based in Petersfield are seeking a Client Servicing Manager to join their team! You will be working for a Chartered Financial Practice who look after a number of clients. The practice supports its team members through formal qualifications and personal development goals. The Client Servicing team is accountable for all client administration and servicing activity. The tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions. Daily Duties Responding to new/existing client queries received via phone and email. Updating the Salesforce system with all appropriate information (including creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions. New business processing and business submission. Support to all advisers on client servicing activities. Completion of all tasks allocated via Salesforce including ad hoc tasks. Preparation and follow up on regular client reviews. Recording and processing of client gifts under referrals process. Skills & Experience Excellent customer service experience Strong written and verbal communication skills at all levels Highly organised and efficient with their workload Proactive and solutions focused Ability to prioritise their workload Excellent client service skills regardless of communication method Driven to achieve personal and professional goals as well as the company vision Works well as part of the team but can also self-motivate Approachable and friendly during all interactions with different departments Previous client service experience in a professional environment is essential Financial Services industry experience desirable To be able to adopt new changes and have confidence to share ideas
Are you an experienced Administrator looking to get into the Finance industry? Do you have experience working in the Financial Services Industry supporting a number of clients? We have the position for you! My client who are based in Petersfield are seeking a Client Servicing Manager to join their team! You will be working for a Chartered Financial Practice who look after a number of clients. The practice supports its team members through formal qualifications and personal development goals. The Client Servicing team is accountable for all client administration and servicing activity. The tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions. Daily Duties Responding to new/existing client queries received via phone and email. Updating the Salesforce system with all appropriate information (including creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions. New business processing and business submission. Support to all advisers on client servicing activities. Completion of all tasks allocated via Salesforce including ad hoc tasks. Preparation and follow up on regular client reviews. Recording and processing of client gifts under referrals process. Skills & Experience Excellent customer service experience Strong written and verbal communication skills at all levels Highly organised and efficient with their workload Proactive and solutions focused Ability to prioritise their workload Excellent client service skills regardless of communication method Driven to achieve personal and professional goals as well as the company vision Works well as part of the team but can also self-motivate Approachable and friendly during all interactions with different departments Previous client service experience in a professional environment is essential Financial Services industry experience desirable To be able to adopt new changes and have confidence to share ideas
Feb 18, 2025
Full time
Are you an experienced Administrator looking to get into the Finance industry? Do you have experience working in the Financial Services Industry supporting a number of clients? We have the position for you! My client who are based in Petersfield are seeking a Client Servicing Manager to join their team! You will be working for a Chartered Financial Practice who look after a number of clients. The practice supports its team members through formal qualifications and personal development goals. The Client Servicing team is accountable for all client administration and servicing activity. The tasks can vary from meeting arrangements, follow up meeting notes, new business processing, transfer requests and more complex servicing transactions. Daily Duties Responding to new/existing client queries received via phone and email. Updating the Salesforce system with all appropriate information (including creation of client records). Booking client meetings and completing appropriate meeting preparation. Actioning meeting notes provided by the adviser and, where appropriate, any follow up actions. New business processing and business submission. Support to all advisers on client servicing activities. Completion of all tasks allocated via Salesforce including ad hoc tasks. Preparation and follow up on regular client reviews. Recording and processing of client gifts under referrals process. Skills & Experience Excellent customer service experience Strong written and verbal communication skills at all levels Highly organised and efficient with their workload Proactive and solutions focused Ability to prioritise their workload Excellent client service skills regardless of communication method Driven to achieve personal and professional goals as well as the company vision Works well as part of the team but can also self-motivate Approachable and friendly during all interactions with different departments Previous client service experience in a professional environment is essential Financial Services industry experience desirable To be able to adopt new changes and have confidence to share ideas
Operations Director Location: Woodbridge Salary: 80,000 The Operations Director is responsible for overseeing and managing the daily operations of the Company. This role involves leading four teams: Customer Success, Service Delivery, Field Engineers, and Operations. The Operations Director will ensure that all operational activities are aligned with the company's strategic objectives and deliver high-quality service to our customers. You will be required to meet with your team managers and understand the wins plus the challenges and roadblocks they are faced with. You are to take accountability for your teams performance and contribution to the overall Company Strategy. You will also act as an escalation point for service issues. Key Tasks: Leadership and Management: Provide strategic leadership and direction to the Customer Success, Service Delivery, Field Engineers, and Operations teams. Foster a positive and collaborative work environment, promoting teamwork and continuous improvement. Develop and implement operational policies, procedures, and best practices. Monitor and optimize the performance of all operational teams, ensuring efficiency and effectiveness. Oversee the development and implementation of processes and systems to enhance operational performance. Act as an escalation point for service issues. Ensure compliance with industry standards, regulations, and Company policies. Identify and implement opportunities for process improvements. Stay updated on industry trends and best practices in customer success. Drive a culture of continuous improvement and customer excellence. Monitor project progress, identify potential risks, and implement mitigation strategies. Customer Success: Design and implement customer success strategies to enhance customer satisfaction and retention. Monitor customer feedback and identify opportunities for improvement. Ensure timely and effective resolution of customer issues and concerns. Serve as the primary point of contact for escalated customer issues. Develop and execute customer engagement initiatives to drive customer loyalty. Manage and improve the service desk, ensuring timely and effective resolution of customer issues. Implement and maintain robust support processes to enhance customer satisfaction. Team Development: Recruit, train, and mentor the Operations team management and members. Provide ongoing coaching and support to ensure the team's professional growth and development. Set performance goals and conduct regular performance reviews. Financial Management: Develop and manage the operations budget, ensuring cost-effective use of resources. Monitor financial performance and implement measures to achieve operational cost savings. Facility Management and Health & Safety: Act as the Company Health and Safety officer. Ensure that the appropriate risk assessments are completed and identify strategies to reduce risk. What will you need to be successful? Comprehensive operations management experience. Analytical skills to evaluate data and performance/operation metrics. Excellent organisational and leadership abilities. Experience of managing a P&L. Ability to lead teams through operational changes. Proven project management abilities, involving project planning, execution, interdepartmental collaboration and resource allocation. Excellent communication skills and the ability to win hearts and minds. Proven time management and decision making skills. Experience of establishing company policies, implementing necessary changes and adhering to compliance procedures, laws and regulations.
Feb 15, 2025
Full time
Operations Director Location: Woodbridge Salary: 80,000 The Operations Director is responsible for overseeing and managing the daily operations of the Company. This role involves leading four teams: Customer Success, Service Delivery, Field Engineers, and Operations. The Operations Director will ensure that all operational activities are aligned with the company's strategic objectives and deliver high-quality service to our customers. You will be required to meet with your team managers and understand the wins plus the challenges and roadblocks they are faced with. You are to take accountability for your teams performance and contribution to the overall Company Strategy. You will also act as an escalation point for service issues. Key Tasks: Leadership and Management: Provide strategic leadership and direction to the Customer Success, Service Delivery, Field Engineers, and Operations teams. Foster a positive and collaborative work environment, promoting teamwork and continuous improvement. Develop and implement operational policies, procedures, and best practices. Monitor and optimize the performance of all operational teams, ensuring efficiency and effectiveness. Oversee the development and implementation of processes and systems to enhance operational performance. Act as an escalation point for service issues. Ensure compliance with industry standards, regulations, and Company policies. Identify and implement opportunities for process improvements. Stay updated on industry trends and best practices in customer success. Drive a culture of continuous improvement and customer excellence. Monitor project progress, identify potential risks, and implement mitigation strategies. Customer Success: Design and implement customer success strategies to enhance customer satisfaction and retention. Monitor customer feedback and identify opportunities for improvement. Ensure timely and effective resolution of customer issues and concerns. Serve as the primary point of contact for escalated customer issues. Develop and execute customer engagement initiatives to drive customer loyalty. Manage and improve the service desk, ensuring timely and effective resolution of customer issues. Implement and maintain robust support processes to enhance customer satisfaction. Team Development: Recruit, train, and mentor the Operations team management and members. Provide ongoing coaching and support to ensure the team's professional growth and development. Set performance goals and conduct regular performance reviews. Financial Management: Develop and manage the operations budget, ensuring cost-effective use of resources. Monitor financial performance and implement measures to achieve operational cost savings. Facility Management and Health & Safety: Act as the Company Health and Safety officer. Ensure that the appropriate risk assessments are completed and identify strategies to reduce risk. What will you need to be successful? Comprehensive operations management experience. Analytical skills to evaluate data and performance/operation metrics. Excellent organisational and leadership abilities. Experience of managing a P&L. Ability to lead teams through operational changes. Proven project management abilities, involving project planning, execution, interdepartmental collaboration and resource allocation. Excellent communication skills and the ability to win hearts and minds. Proven time management and decision making skills. Experience of establishing company policies, implementing necessary changes and adhering to compliance procedures, laws and regulations.
Technical Support Agent Location: Bracknell Salary: Competitive Hours: Monday to Friday, 9am-5pm Are you a customer service professional who has a keen interest in IT and Technical support? Do you have experience working within 1st line support and delivering an excellent service to all? We have the role for you! We are currently recruiting for our market leading client who are an IT hardware manufacturer and are looking to grow their team. If you want to opportunity to progress within the IT industry and utilise your skills please apply now! Responsibilities: Take ownership and accountability of customer technical queries raised through to them. Ensure timely communication, resolution or escalation. Contacting customers via phone to ask clarification questions or to provide clear instructions or technical input. Troubleshooting and solving hardware, software and connectivity issues Ensure all customer tickets are responded to proactively, meeting the current SLAs Responsible for the online product health checks for customers who have purchased the service. Assisting with installation and setup of cloud based solutions Guiding customers through the installation process of specific software packages and showing them how to navigate through this remotely Following standard procedures for proper escalation of unresolved issues to the appropriate internal teams Where required researching, diagnosing, troubleshooting and identifying solutions to monitor/system issues Supporting inhouse IT equipment/software and the demo hardware on site Liaise with the UK engineering team, manufacturers support team and the further EIZO team worldwide in the support and resolution of customer queries. Responsible for the internal distribution of the latest documentation that is released by Japan. Maintaining sufficient up to date knowledge about products, maintaining current knowledge level of Technical Information Notices. Contribute to ideas and topics as part of the Customer Support Team, working proactively with the team to achieve objectives and goals. Support the department with general administrative tasks when required. Provide cover when required for Customer Enrichment Executive. Skills, Knowledge and Experience Ideally solid demonstratable working experience in a customer support role. An understanding of Customer Advocacy. A keen interest in problem solving and technology Proactive with a positive attitude and a strong team player Hands on experience with CRM software (MS Dynamics in use) High attention to detail and level of accuracy Excellent communication skills, both verbal and written. The ability to help users through the installation process of both hardware and software remotely, via telephone or video call Logical and organised, excellent at multi-tasking, able to plan and structure their day to achieve KPIs.
Feb 12, 2025
Full time
Technical Support Agent Location: Bracknell Salary: Competitive Hours: Monday to Friday, 9am-5pm Are you a customer service professional who has a keen interest in IT and Technical support? Do you have experience working within 1st line support and delivering an excellent service to all? We have the role for you! We are currently recruiting for our market leading client who are an IT hardware manufacturer and are looking to grow their team. If you want to opportunity to progress within the IT industry and utilise your skills please apply now! Responsibilities: Take ownership and accountability of customer technical queries raised through to them. Ensure timely communication, resolution or escalation. Contacting customers via phone to ask clarification questions or to provide clear instructions or technical input. Troubleshooting and solving hardware, software and connectivity issues Ensure all customer tickets are responded to proactively, meeting the current SLAs Responsible for the online product health checks for customers who have purchased the service. Assisting with installation and setup of cloud based solutions Guiding customers through the installation process of specific software packages and showing them how to navigate through this remotely Following standard procedures for proper escalation of unresolved issues to the appropriate internal teams Where required researching, diagnosing, troubleshooting and identifying solutions to monitor/system issues Supporting inhouse IT equipment/software and the demo hardware on site Liaise with the UK engineering team, manufacturers support team and the further EIZO team worldwide in the support and resolution of customer queries. Responsible for the internal distribution of the latest documentation that is released by Japan. Maintaining sufficient up to date knowledge about products, maintaining current knowledge level of Technical Information Notices. Contribute to ideas and topics as part of the Customer Support Team, working proactively with the team to achieve objectives and goals. Support the department with general administrative tasks when required. Provide cover when required for Customer Enrichment Executive. Skills, Knowledge and Experience Ideally solid demonstratable working experience in a customer support role. An understanding of Customer Advocacy. A keen interest in problem solving and technology Proactive with a positive attitude and a strong team player Hands on experience with CRM software (MS Dynamics in use) High attention to detail and level of accuracy Excellent communication skills, both verbal and written. The ability to help users through the installation process of both hardware and software remotely, via telephone or video call Logical and organised, excellent at multi-tasking, able to plan and structure their day to achieve KPIs.
Temporary Data Base Outbound Caller Location: Camberley Salary £12.50-£13.50ph Temporary until Christmas - may be extended Monday to Friday, 9am - 5pm EARN MONEY THIS CHRISTMAS My client based in Camberley is a foods import company and they are looking for a Temporary Data Cleanser/Validator to go through their data base to update their client base. Someone who is highly confident, enjoys being on the telephone and can make high volume outbound calls would be the ideal candidate for this role. This is for a Temporary role for up until Christmas and can be extended. Duties Outbound calls to clients on the database Updating records High volume calling Data Entry Skills Attention to detail Communication skills - verbal and written Experience of sales or business development is advantage
Feb 08, 2025
Seasonal
Temporary Data Base Outbound Caller Location: Camberley Salary £12.50-£13.50ph Temporary until Christmas - may be extended Monday to Friday, 9am - 5pm EARN MONEY THIS CHRISTMAS My client based in Camberley is a foods import company and they are looking for a Temporary Data Cleanser/Validator to go through their data base to update their client base. Someone who is highly confident, enjoys being on the telephone and can make high volume outbound calls would be the ideal candidate for this role. This is for a Temporary role for up until Christmas and can be extended. Duties Outbound calls to clients on the database Updating records High volume calling Data Entry Skills Attention to detail Communication skills - verbal and written Experience of sales or business development is advantage
Accounts Administrator Location : Camberley Salary : 25- 28,000 Full Time or Part Time Hours Are Available My client who are based in Camberley are seeking an Accounts Administrator to join their friendly Lettings Team. We are looking for candidates who have got a confident telephone manner and are excellent working with numbers. Daily banking - rent processing, including identifying credits on bank statement Payments to landlords via database and online bank, including statements to landlords Chase outstanding overdue rents Credit notes and refunds, including calculating pro rata rent for ending tenancies Let only landlord invoices Supplier invoices - process and payment Monthly tenancy renewals Quarterly and annual non-resident landlord tax return Annual Lettings tax return for HMRC Annual income/expenditure statements for landlords Monthly Lettings figures Dealing with check in paperwork Annual audit Skills required Proficient advanced excel Database Accounts Customer service Process driven Team player and able to work independently Ability to work under pressure
Feb 07, 2025
Full time
Accounts Administrator Location : Camberley Salary : 25- 28,000 Full Time or Part Time Hours Are Available My client who are based in Camberley are seeking an Accounts Administrator to join their friendly Lettings Team. We are looking for candidates who have got a confident telephone manner and are excellent working with numbers. Daily banking - rent processing, including identifying credits on bank statement Payments to landlords via database and online bank, including statements to landlords Chase outstanding overdue rents Credit notes and refunds, including calculating pro rata rent for ending tenancies Let only landlord invoices Supplier invoices - process and payment Monthly tenancy renewals Quarterly and annual non-resident landlord tax return Annual Lettings tax return for HMRC Annual income/expenditure statements for landlords Monthly Lettings figures Dealing with check in paperwork Annual audit Skills required Proficient advanced excel Database Accounts Customer service Process driven Team player and able to work independently Ability to work under pressure
Business Development Consultant (New Business) Location: Basingstoke Salary: £28,000 - £30,000 + uncapped OTE (£50,000 realistic) My client based in Basingstoke is looking for a Business Development Consultant to join their friendly team. You will use outbound sales and business development techniques to develop and close new business opportunities. Utilise networking opportunities and events to proactively develop your pipeline. Identify opportunities for specialists to develop whilst you own the customer relationship and sales cycle. You will nurture footholds into new customers and then identify a full range of opportunities across the product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner. Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Strive to continually deliver successful sales performance sharing repeatable practices for the wider business success Deliver excellence in each engagement with all prospects to continue the companies unrivalled reputation for customer service. Skills: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive and Target Driven Pro-active Digital Sales Cycle Management including: Prospecting, Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Initiative & Problem Solving Computer Literacy Team Player Resilient
Feb 05, 2025
Full time
Business Development Consultant (New Business) Location: Basingstoke Salary: £28,000 - £30,000 + uncapped OTE (£50,000 realistic) My client based in Basingstoke is looking for a Business Development Consultant to join their friendly team. You will use outbound sales and business development techniques to develop and close new business opportunities. Utilise networking opportunities and events to proactively develop your pipeline. Identify opportunities for specialists to develop whilst you own the customer relationship and sales cycle. You will nurture footholds into new customers and then identify a full range of opportunities across the product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner. Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Strive to continually deliver successful sales performance sharing repeatable practices for the wider business success Deliver excellence in each engagement with all prospects to continue the companies unrivalled reputation for customer service. Skills: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive and Target Driven Pro-active Digital Sales Cycle Management including: Prospecting, Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Initiative & Problem Solving Computer Literacy Team Player Resilient
Sales Executive Location: Basingstoke Salary: 28,000 - 30,000 + uncapped OTE ( 50,000 realistic) My client based in Basingstoke is looking for a Sales Executive to join their friendly team. You will use outbound sales and business development techniques to develop and close new business opportunities. Utilise networking opportunities and events to proactively develop your pipeline. Identify opportunities for specialists to develop whilst you own the customer relationship and sales cycle. You will nurture footholds into new customers and then identify a full range of opportunities across the product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner. Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Strive to continually deliver successful sales performance sharing repeatable practices for the wider business success Deliver excellence in each engagement with all prospects to continue the companies unrivalled reputation for customer service. Skills: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive and Target Driven Pro-active Digital Sales Cycle Management including: Prospecting, Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Initiative & Problem Solving Computer Literacy Team Player Resilient
Feb 05, 2025
Full time
Sales Executive Location: Basingstoke Salary: 28,000 - 30,000 + uncapped OTE ( 50,000 realistic) My client based in Basingstoke is looking for a Sales Executive to join their friendly team. You will use outbound sales and business development techniques to develop and close new business opportunities. Utilise networking opportunities and events to proactively develop your pipeline. Identify opportunities for specialists to develop whilst you own the customer relationship and sales cycle. You will nurture footholds into new customers and then identify a full range of opportunities across the product/service portfolio. Responsibilities: Working closely with the prospective customer to understand the underlying requirement, decision criteria and the most appropriate solution from the range of products and services. Demonstrate a developed business acumen, the ability to pro-actively self-generate sales opportunities through outbound sales/marketing activity, sales strategies and entrepreneurial initiative. Accurately record and maintain records of all sales activity through the designated business systems. Work to achieve, and exceed, your monthly target and contribute towards team/business unit target. Primarily target the acquisition of new customers (New Logo) and the cross sell/upsell opportunities into existing relationships. Nurture close working relationships with all customers and seek to fulfil the status of a Trusted Partner. Carefully map the Sales Process and ensure a thorough and professional engagement with each opportunity. Be able to professionally articulate the financial, operational and technical benefits of each sale, negotiate contract awards, providing detailed analysis of the reasons for each contract award and/or loss to feed back to the Sales Director and our Continual Improvement Plan. Deliver accurate forecasting to the business to support the appropriate resource planning and business information. Embrace opportunities to drive further sales success, working in conjunction with the Marketing Team, Lead Generation Team and the wider Sales Orientated Community. Strive to continually deliver successful sales performance sharing repeatable practices for the wider business success Deliver excellence in each engagement with all prospects to continue the companies unrivalled reputation for customer service. Skills: Excellent Communication & Presentation Skills Self-Motivated & Driven Business Acumen & Entrepreneurial Flair Professional Competitive and Target Driven Pro-active Digital Sales Cycle Management including: Prospecting, Pipeline Management, Reporting and CRM/Systems Management Sales Negotiation Customer Service orientated with a passion for delivering the very best experience. Initiative & Problem Solving Computer Literacy Team Player Resilient
Sales and Retention Consultant Location : Farnborough Salary : 27,000 + Commission ( 400 - 1000) per month My client who are based in Farnborough are looking for a Sales and Retention Consultant to join their team. We are looking for candidates who are confident, hard working and motivated. You will be promoting and selling insurance plans to customers and contacting existing customers. Daily Duties The primary function of a sales and retention executive is to support with increasing customers and to service these clients to the highest of standards. To represent customers' interests, provide unbiased advice and distinctive unparalleled customer service. Promoting and selling insurance plans to prospective customers. Contacting and securing new business accounts/customers Retaining existing clients Contact prospect clients who have enquired for medical insurance through our websites Discuss (through the phone or/and in person) with potential customers their requirements for medical insurance (budget, pre-existing conditions, level of cover, geographical area of cover, etc.) Develop clear and effective written proposals/quotations for prospective customers Efficient use of the Company CRM system Expedite the resolution of customer problem and complaints Assist prospect customers throughout the sale process and during the first year of the policy with queries, administration, and paperwork Personal Skillset Self-motivation Integrity Organizational skills and ability to manage deadlines Coordination ability Proficiency in IT, excel, outlook and other software A methodical approach and problem-solving skills Communication and interpersonal skills High level of mathematical ability is a plus
Feb 04, 2025
Full time
Sales and Retention Consultant Location : Farnborough Salary : 27,000 + Commission ( 400 - 1000) per month My client who are based in Farnborough are looking for a Sales and Retention Consultant to join their team. We are looking for candidates who are confident, hard working and motivated. You will be promoting and selling insurance plans to customers and contacting existing customers. Daily Duties The primary function of a sales and retention executive is to support with increasing customers and to service these clients to the highest of standards. To represent customers' interests, provide unbiased advice and distinctive unparalleled customer service. Promoting and selling insurance plans to prospective customers. Contacting and securing new business accounts/customers Retaining existing clients Contact prospect clients who have enquired for medical insurance through our websites Discuss (through the phone or/and in person) with potential customers their requirements for medical insurance (budget, pre-existing conditions, level of cover, geographical area of cover, etc.) Develop clear and effective written proposals/quotations for prospective customers Efficient use of the Company CRM system Expedite the resolution of customer problem and complaints Assist prospect customers throughout the sale process and during the first year of the policy with queries, administration, and paperwork Personal Skillset Self-motivation Integrity Organizational skills and ability to manage deadlines Coordination ability Proficiency in IT, excel, outlook and other software A methodical approach and problem-solving skills Communication and interpersonal skills High level of mathematical ability is a plus
