Fintelligent

Role Overview - Overseas Travel Required Fintelligent are currently partnered with a leading retailer with revenue in excess of £100m. Our client is seeking a step up Finance Director to support a vital area of the business including professionalising finance, M&A and partnering with operations. You will be supporting the newly appointed CFO whilst providing leadership to a junior finance function. Main Duties Overseeing and acting as 'number 1' within an underperforming arm of the business Managing and developing a team of 3 qualified and 4 none qualified accountants Developing the monthly reporting suite, providing transparency on company performance Building a strong relationship with the PE investors and other stakeholders Supporting EBITDA growth via partnering with none finance Providing strategic leadership and transparency on performance Identifying business growth opportunities Person Specification Fully qualified accountant, ideally top 4 trained Strong management skills Comfortable in a fast paced and energetic environment Experience of operating in a PE backed business is highly desirable though not essential Strong commercial awareness Benefits Competitive salary including bonus package Flexible working c. 2-3 days on site Paid accommodation for time spent overseas Gym membership On-site Parking

I am currently working with a rapidly growing financial services business who are recruiting for their growing sales team. This isn't your typical call centre sales role as you will be responsible for taking the customer through the full journey ensuring they get the best possible service. You will be working for a business that prides itself on giving it staff the best possible working environment and opportunities, all the managers within the sales team have been promoted internally. Sales Advisor Benefits: Starting salary of £22,000 with a salary increase after 12 months to £26,000 Bonus structure in place based on sales Clear progression paths Hybrid working with 3 days in the office and 2 days from home 25 days holiday with increases with service plus day off for you Birthday Free onsite carpark Free shuttle bus from the local train station Company sick pay and paid medical appointment leave Plus loads more Sales Advisor Duties: Deal with warm leads from partners Make outbound calls to discuss customers' needs and to find the best product for them Supporting the customer from start to finish Ensuring that you have all the correct documents for the customer Adhering to FCA regulations An ideal Sales Candidate: Ideally come from a sales background or have gained experience within a retail or hospitality environment Looking for a career rather than just another job Wants to be able to progress within a growing business If you are interested in this role then please apply now or contact Jack on . F_SJ_JG_DEC

I am currently working with a growing commercial property lender based in Liverpool who sure to growth are looking to add a Senior Underwriter to the team. This well-established business prides its self on offering the best environment for its staff. This is an exciting opportunity to join a business that actively encourages its staff to contribute ideas as well as give them the tools to develop and progress. Senior Underwriter Package and Benefits: Salary between £40,000-£45,000 Annual salary reviews 25 days holiday plus additional for years of service Buy or sell annual leave Flexible working - hybrid Free car park Bonus scheme Main Duties: Managing the entire lending process from application and assessing credit worthiness through to drawdown to include oversight of the underwriting and due diligence processes. Prepare detailed credit proposals for submission to the Credit Committee Preparing offer documentation and ensuring all loan conditions are met throughout the drawdown process Underwrite loans against agreed lending criteria Handling broker calls on specific cases under review; manage customer expectations Liaising with internal departments (Legal, Risk and Sales) and external parties (Surveyors, Quantity surveyors, Solicitors and Customers) to effectively manage the lending process. Work closely with the Head of Underwriting to progress cases forward to completion Liaise with Valuation Panels and Monitoring Surveyors to arrange quotes, and to formally instruct valuations and site inspections. Confirming inspections are booked, and reports are received within SLA Liaise with Asset managers and Monitoring Surveyors, follow up on return of agents reports Liaise with solicitors ensuring relevant information is provided and professional opinions sought Maintain CRM records regarding case status and ensure client/broker details are up to date and correct including loans underwritten, assessment process and rationale Build and maintain effective relationships with all stakeholders - internal BDMs/brokers/clients, solicitors/valuers/ surveyors/ Monitoring Surveyors - keeping them informed of case progress throughout Ideal Candidate: Previous experience underwriter within a commercial property or land sector Ability to work with a high degree of accuracy and attention to detail Able to organise, manage time effectively, prioritise workload whilst meeting any deadlines in a fast paced environment Strong customer service skills Act as an ambassador for the business at hospitality and industry events If you are interested in this role then please apply or contact Jack on - F_SJ_JG_NOV

I am currently working with a Financial Services business based in the heart of Altrincham town centre. You will be a Financial Analyst working Monday to Friday on a permanent basis with a starting salary ranging from £23,000 to £26,000 depending on your experience. You will get your own client base to support and be given the freedom to manage your own time and diary. Benefits for a Finical Analyst: Salary between £23,000 - £26,000 plus an annual bonus 33-days holiday including bank holidays Perks at work/ team nights out / performance incentivise Modern office environment to work in Working hours 9am to 5pm Monday to Friday Duties as a Financial Analyst? Ensure accuracy and compliance when creating reports Manage your diary and report calls effectively Maximise claims by active listening and asking the right questions. Development and maintain relationships with your clients. Keep up to date with technical knowledge and any changes made by HMRC Produce timely and successful resolution of client escalations when appropriate. Represent the business at conference and trade fairs and networking events. Be responsible for ensuring accountants supply the correct information in a timely manner Attend meetings set by the internal financial analyst manager development team. Ideals for a Financial Analyst? You have commercial awareness and goes the extra mile to exceed goals Able to demonstrate client relationship management, and retention skills. Possess excellent communication skills both written and oral Someone with a proven track record in exceeding business targets and objectives The person must be able to use in-house system to generate positive outcomes. Flexible and able to manage both client and own time effectively. If you are interested in this role then please apply now! F_SJ_JG_SEPT

I am currently working with a Financial Services business based in the heart of Altrincham town centre. You will be a Financial Analyst working Monday to Friday on a permanent basis with a starting salary ranging from £23,000 to £26,000 depending on your experience. You will get your own client base to support and be given the freedom to manage your own time and diary. Benefits for a Finical Analyst: Salary between £23,000 - £26,000 plus an annual bonus 33-days holiday including bank holidays Perks at work/ team nights out / performance incentivise Modern office environment to work in Working hours 9am to 5pm Monday to Friday Duties as a Financial Analyst? Ensure accuracy and compliance when creating reports Manage your diary and report calls effectively Maximise claims by active listening and asking the right questions. Development and maintain relationships with your clients. Keep up to date with technical knowledge and any changes made by HMRC Produce timely and successful resolution of client escalations when appropriate. Represent the business at conference and trade fairs and networking events. Be responsible for ensuring accountants supply the correct information in a timely manner Attend meetings set by the internal financial analyst manager development team. Ideals for a Financial Analyst? You have commercial awareness and goes the extra mile to exceed goals Able to demonstrate client relationship management, and retention skills. Possess excellent communication skills both written and oral Someone with a proven track record in exceeding business targets and objectives The person must be able to use in-house system to generate positive outcomes. Flexible and able to manage both client and own time effectively. If you are interested in this role then please apply now! F_SJ_JG_SEPT

I am currently working with a Private Equity backed Financial Services business as due to growth they are recruiting for Business Development Manager. You will be instrumental in helping the business to reach it ambitions yet achievable targets. You will be going out to market offering a service that business not only want but need to help with cash flow which has been affected over the last 2 years. Creating key relationships both over the phone and face to face will allow you to create a real reputation for yourself as well as allow you to earn lots of commission. Business Development Manager Package: Salary £25,000-£27,000 DOE Uncapped Commission with OTE first year earnings - £45,000-£50,000 An opportunity to earn equity in the business for your service Monthly car allowance Fuel card to cover travel to client meetings 25 days holiday Regular team nights out/ events Business Development Manager Role: Attend meetings set by the internal sales development team. Book and attend self-generated meetings. Close new business sales opportunities Create a referral Network (accountants and business introducers) Develop and maintain relationships with your clients. Acquire technical knowledge of products sufficient to exceed your goals. Produce timely and successful resolution of client escalations when appropriate. Represent the business at conferences and trade fairs and networking events. Source and arrange seminars with associates/ corporate partners. Be responsible for delivering the appropriate documents from the client for the pre-qualification process and signing the client up. Use sales techniques to identify needs and close any opportunities presented. The successful Business Development Manager will: Have experience in Business to Business sales (internal or external) as a Business Development Manager, BDM, Business Development Executive, Sales Executive, Account Manager or Internal Sales A track record of exceeding revenue & retention targets Excellent communication skills and a willingness to learn This is an exciting opportunity to join a rapidly growing business within an up and coming sector, if you are interested please apply now or contact Jack at Fintelligent on . F_SJ_JG_SEPT

We are recruiting for an award-winning Brokers and due to company growth, we are seeking experienced Sales Executive to work as a Mortgage Advisor to join a growing organisation located in South Manchester. You will be office based 3 days a week and have the flexibility to work from home for 2 days per week. You will receive a basic salary up to £25,000 - £30,000 (D.O.E) with uncapped commission - OTE £65,000, alongside excellent benefits and working hours. You must have CeMAP Level 1 as a minimum, whilst working towards your level 1 & 2 and have proven track record of working in a sales an environment. In return you will be working for a marketing leading organisation, located in Wythenshawe, that have won multiple awards and are setting the industry by storm. The package: Basic salary from £25,000 - (depending on experience & CeMAP qualification) OTE £65,000(UNCAPPED) Flexible working arrangements (2 days at home, 3 days in the office) Competitive and achievable bonus scheme Great career development and progression opportunities Contributory pension scheme Westfield Healthcare plan Life Assurance Holiday Buy & Sell Scheme Access to a range of retailer discounts through our benefits platform Duties for the Mortgage Advisor: Managing a portfolio of customers with a variation of inbound and outbound streams Establishing customer's requirements by evaluating their current financial situation for a 2nd charge mortgage Present the most appropriate options for the customer to choose by providing the right advice Maximize the income generation of each potential customer and recommend the loan or associated products in a professional manner Explaining and complete the application process Skills required for the Mortgage Advisor: We would like to hear from you if you have experience working as a Mortgage Advisor, Secured Loans Advisor, 2nd Charge Advisor or other similar financial sales-based roles Alternatively, experience working within Sales as a Sales Executive, Sales Agent, Outbound Call Centre Agent or similar job roles in a target & KPI driven role You MUST have CeMAP level 1 and working towards Level 2 & 3 Please apply with your most recent CV for consideration or call Jenni for more information on F_SJ_JB_AUG

We are recruiting for an award-winning Brokers and due to company growth, we are seeking experienced Sales Executive to work as a Trainee Loan Advisor to join a growing organisation located in South Manchester. You will be office based 3 days a week and have the flexibility to work from home for 2 days per week. You will receive a basic salary up to £35,000 (D.O.E) with uncapped commission - OTE £65,000, alongside excellent benefits and working hours. You must have CeMAP Level 1 as a minimum, whilst working towards your level 1 & 2 and have proven track record of working in a sales an environment. In return you will be working for a marketing leading organisation, located in Wythenshawe, that have won multiple awards and are setting the industry by storm. The package: Basic salary up to £35,000 - (depending on experience & CeMAP qualification) OTE £65,000(UNCAPPED) Flexible working arrangements (2 days at home, 3 days in the office) Competitive and achievable bonus scheme Great career development and progression opportunities Contributory pension scheme Westfield Healthcare plan Life Assurance Holiday Buy & Sell Scheme Access to a range of retailer discounts through our benefits platform Duties for the Trainee Loan Advisor: Managing a portfolio of customers with a variation of inbound and outbound streams Establishing customer's requirements by evaluating their current financial situation for a 2nd charge mortgage Present the most appropriate options for the customer to choose by providing the right advice Maximize the income generation of each potential customer and recommend the loan or associated products in a professional manner Explaining and complete the application process Skills required for the Trainee Loan Advisor: We would like to hear from you if you have experience working as a Mortgage Advisor, Secured Loans Advisor, 2nd Charge Advisor or other similar financial sales-based roles Alternatively, experience working within Sales as a Sales Executive, Sales Agent, Outbound Call Centre Agent or similar job roles in a target & KPI driven role You MUST have CeMAP level 1 and working towards Level 2 & 3 Please apply with your most recent CV for consideration or call Jenni for more information on F_SJ_JB_ JAN

Due to company growth, we are recruiting for an award-winning Brokers who are looking for an experienced Compliance Monitor to join their growing team. You will receive an excellent basic salary of £25,000 rising to £26,000 after probation, working office hours Monday, Friday, NO WEEKENDS and free parking. You will be working for market leading financial business that have been established for more than 10 years and have recently just won more company awards. They have one of the best benefits around, along with an casual dress code, free parking plus much more. The Package for the Compliance Monitor: Base salary of up to £25,000 rising to £26,000 Vitality Healthcare Company Pension Scheme A rising holiday entitlement Your birthday off Free secure parking Access to training and development Excellent career progression Annual awards evening Regular social nights Smart casual dress code Reward and recognition Funded CeMAP qualification Plus much more Duties for the Compliance Monitor: Working in the Secured Lending department Listening to and auditing a variety of internal sales calls Responsible for identifying any risks within the business and working within a regulatory framework Providing training, advice and feedback and contributing to effective reporting and MI with a risk-based focus Skills for the Compliance Monitor: We would like to hear from you if you have experience working in Compliance ideally within a regulated environment The ideal candidate will have some experience in call monitoring, with experience in the finance/secured lending industry preferable Educated to GCSE level or equivalent Please apply with your up to date CV or call Jenni on for further information F_SJ_JB_ JAN

My client is an award-winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. With first year on target earnings of £32,500, with the potential to increase this to in year 2 to £41,800 you will be more than happy with your earning potential. The UK insurer and investment provider that rewards people for positive lifestyle choices - a key element of their Shared-value model. With 1.4m UK members and more than 25m globally, the business is out to make the world a healthier, happier place. This applies as much to their people as it does to their members. THIS ROLE DOES HAVE THE OPTION FOR REMOTE WORKING, WITH ONE DAY PER MONTH IN THE OFFICE Working for this brilliant business, you will experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. Work should be fun and sociable, and my client wants their staff to get the most out of every day. You will be chosen for your skills, knowledge, enthusiasm and attitude but above all, your belief that anything can be achieved! Overall Job Purpose We are looking for talented individuals who are committed to our values and to deliver advised telephone sales to inbound hotkey and referred leads resulting in profitable, compliant sales and satisfied customers. Chasing up outstanding quotes for successful conversion and managing the on-boarding process via liaising with internal departments. Benefits Working for this great company you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day. This award-winning Insurance Provider is currently working on a hybrid working model - there are two options for candidates dependent on your location. You will either be expected to work 2 days a week in an office location and 3 days a week remotely within this role, or remotely 5 days per week with one day a month in the office. When you choose a career with the UK's leading insurance and private healthcare provider, you join a company driven by its core purpose, wanting to make people healthier and to enhance and protect their lives. And that includes you. Fast-paced and constantly innovating with a culture reflects this. You'll also get an extensive benefits package that includes: A competitive salary £23,000 dependant on experience Private health insurance. Our award-winning cover includes rewards for healthy habits. 25 days holiday, plus bank holidays, with the option to buy or sell up to five days each holiday year An additional discretionary bonus, based on personal and company performance Flexible and home working. (2 days in office 3 days remote/ 5 days a week remote with 1 day a month in office) A personal health fund to pay for dental and eye services and health screenings Life assurance of 4 x salary A matched stakeholder pension plan up to 6% of salary Parental leave of up to 18 weeks for both parents. This depends on the length of service. It can be taken with statutory parental and shared parental leave options. Free healthy breakfasts and fruit at our on-site restaurants On-site health checks Bicycle racks Shower facilities Access to counselling and legal advice through our Employee Assistance Programme Fitness classes and wellbeing workshops Change to win tickets to national sporting events Exclusive access to company sponsored-run events Job Role: Achievement of monthly sales targets Customer contact managed and developed to deliver profitable business and secure quality leads that maximize business opportunities whilst meeting customer needs. Initial consultations with customers undertaken to obtain relevant fact find, hard and soft facts, client objectives, aspirations and attitude to risk to enable suitable advice to be given which met customers' circumstances. Advice presented to customers ensuring compliant sales which met customer needs and divisional standards for quality of advice and documentation achieved. Customer needs understood to ensure that the different advice & non-advice options were delivered where appropriate. Long term relationships with customers developed to enable life time value to be maximised. Operate within FCA guidelines. Achievement of KPI monthly target Skills Required Essential Sales/Retentions/Upselling experience in a contact centre environment of 1 year + An eager, positive and proactive attitude We want to hear from absolutely any one who has recently had the job titles below: Sales Advisor, Sales Executive, Telesales Exec, Telesales Executive and similar roles. F_SJ_BC_ DEC

Contacting warm leads from direct enquiries and referrals, you will benefit from a great commission structure working with one of the UKs largest surveying companies. With average monthly earnings of £1200 on top of salary, you will easily achieve over £40,000 per year OTE. Easily accessible by public transport, this business has excellent offices and a positive and busy environment, allowing every member of the team to share in each other's success. As a Sales Executive, your day-to-day role will include: Responding to hot leads by contacting customers who have enquired online or have been referred by company partners Qualifying customer information and ensuring they are suitable to progress Ensuring all administration and compliance is updated and completed Arranging appointments for the surveying team On offer for this Sales Executive is an exceptional package including: £23,000 basic salary Uncapped commission with an OTE of £40,000+ 20 days holiday, rising with length of service Bank Holidays and your birthday off Various restaurant and entertainment discounts As full training and support is provided, we encourage candidates from any telephone-based background with an element of selling to apply to this Sales Executive role. However, we would be really keen to see individuals with the following: Current, or recent, experience working in an outbound calling environment in roles such as Sales Advisor, Telesales Executive, New Business Executive, Sales Consultant, Retentions Executive Proven background in successfully working towards and hitting targets/KPIs Ability to handle objections and build rapport, implementing a customer-centred and compliant process Please click apply now to send us your CV for this Sales Executive vacancy. For further information please call Ben on F_SJ_BC_ DEC

Looking for a sales role that offers rapid progression within one of the most exciting and fastest growing Fintechs in the country? Love hot leads? This is a genuine opportunity to progress your sales career with a fully funded training and development plan to gain a professional qualification that will see your basic salary rise. This award-winning financial services business based in Bolton are now looking to recruit New Business Co-ordinator due to unprecedented growth. Offering a salary of £18,600 + uncapped commission this is an exciting opportunity to join a growing organisation that will be able to offer excellent career and development opportunities for ANY sales professional with an eager and keen attitude towards progression and earning potentials. After a proven track record of achieving and exceeding agreed KPIs, you will be given the opportunity to receive fully funded study, training and development for CeMAP 1, 2 and 3 to become a fully qualified Mortgage Advisor. New Business Co-ordinator package: * £18,600 basic with realistic earnings between £22,000 - £24,000 * 22 days annual leave rising 1 per year up to 27 * Free on-site parking * Vitality health insurance * Company pension * Private Healthcare * Clear and transparent progression path * Regular social events and annual company awards evening Duties for New Business Co-ordinator: * Respond to hot leads via enquires that customer have made online * Qualify information with customers making sure they are suitable to progress * Ensure all administration and compliance is updated and completed * Pass qualified leads on and get paid! Person and Skills fit for New Business Co-ordinator * B2B or B2C sales experience in a telesales environment (Telesales Executive, Sales Executive, Sales Advisor, New Business Executive or similar roles) * Experience working to KPI's and target * A driven person who is hungry to keep progressing within a role * Experience working within financial services would be advantageous but NOT essential If you are looking for a business that can offer you an opportunity to make money and progress within a supportive yet competitive environment, then apply with an up to date CV now to be considered for this New Business Co-ordinator position. F_SJ_BC_ DEC

Due to tremendous company growth, we are looking to recruit for experienced sales executives to join an award-winning health insurance provider as they look to expand their sales team. This is a fully remote role paying £23,000 basic with an additional £750-£1,500 per month for just hitting your target. Working within one of the fastest growing departments in the business you will have a structured progression plan which will outline how you get everything from pay rises to promotions. As well as that you will have an excellent benefits package which includes health care, top-class training and development, health and wellbeing incentives and much more. The Package for a Sales Executive: £23,000 basic salary Earn £750 extra for hitting target and up to £1500 for going beyond Excellent career progression Award winning training and development Private health care included Discounted gym membership Duties of a Sales Executive: Purely inbound call which will either be pre-qualified or direct enquiries Conducting a fact find with the customer finding out exactly what they are looking for Using product knowledge to help sale the product to prospective customers Make sure you remain compliant as it is a regulated environment Supporting the customer to help them back the best role for them Experience needed for this Sales Executive role: At least 12 months experience within a sales role Previously worked to target both activity and revenue-based Ideally worked within a Financial Services role This is a great opportunity for someone who has sales experience and is now looking to start a career rather than just have a job. I am interviewing for this role now so please apply now! F_SJ_JG_DEC

Due to tremendous company growth, we are looking to recruit for experienced sales executives to join an award-winning health insurance provider as they look to expand their sales team. This is a fully remote role paying £23,000 basic with an additional £750-£1,500 per month for just hitting your target. Working within one of the fastest growing departments in the business you will have a structured progression plan which will outline how you get everything from pay rises to promotions. As well as that you will have an excellent benefits package which includes health care, top class training and development, health and wellbeing incentives and much more. The Package for a Sales Executive: £23,000 basic salary Earn £750 extra for hitting target and up to £1500 for going beyond Excellent career progression Award winning training and development Private health care included Discounted gym member ship Duties of a Sales Executive: Purely inbound call which will either be pre-qualified or direct enquiries Conducting a fact find with the customer finding out exactly what they are looking for Using product knowledge to help sale the product to prospective customers Making sure you remain compliant as it is a regulated environment Supporting the customer to help them back the best role for them Experience needed for this Sales Executive role: At least 12 months experience within a sales role Previously worked to targets both activity and revenue based Ideally worked within a Financial Services role This is a great opportunity for someone who has sales experience and is now looking to start a career rather than just have a job. I am interviewing for this role now so please apply now! F_SJ_JG_DEC

We are recruiting for an award-winning Brokers who are currently going through huge company growth and due to business demands they are recruiting for an Outbound Sales Advisor to join their team as a Trainee Loan Advisor. Your CeMAP qualification will be funded, and you will receive a fantastic basic of £23,500 - £25,500 with Uncapped commission - OTE £35,000 - £40,000 along with excellent company benefits and genuine career development. You will be office based, working from their Horwich office, Bolton, which has onsite free parking. This excellent opportunity to join a company that is taking the industry by storm and have recently won an award for being the best Secured Lending Broker, nationwide. The Package for the Trainee Loan Advisor: £23,500 - £25,500 - OTE £35,000 - 40,000 Uncapped Funded CeMAP qualification 22 days holiday, rising to 25 days plus bank holidays Your birthday off Free anniversary bubbly Vitality healthcare Free fruit baskets weekly (subject to covid) Access to ongoing training and development Annual awards evening (subject to covid) Regular social events (subject to covid) Company uniform Fantastic company culture Competitive salary and commission structure Free secure parking And much more Duties for Trainee Loan Advisor: Following up on prequalified leads Dealing with hotkey enquires from the lead gen team Completing fact finds and expenditures Checking over credit reports Discussing different lending options available Diary management Skills for Trainee Loan Advisor: Experience working as the following is essential- Outbound Sales Advisor, Sales Executive, Sales Consultant, Mortgage Advisor, Loan Consultant, or any other outbound sales experience CeMAP qualification would be a huge advantage but not essential GCSE Maths and English grade C or above Please apply with your most recent CV for consideration or please call Jenni on for further information F_SJ_JB_ OCT