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Finance Representative Jobs

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  1. Sales Representative - Finance

    Treforest | - £14k | From Involve Recruitment

    Involve Recruitment are looking for a Dynamic, Self Starter Sales Representative with an entrepreneurial edge. Our client is an independent referral agent for PPI and Insurance and have office in... Treforest (near Pontypridd). Due to an increase on demand for their services they are now looking to expand on their existing team. You will be responsible for contacting potential clients by telephone and establishing if they are a potential lead - Once a lead has been generated and approved a financial reward/commission will be awarded! At present the top performers in the company are earning £450 per week commission alone! The successful candidate will come from a PPI, Insurance, Finance Brokerage or have a full understanding of the insurance/finance industry. For...

  2. Customer Service Representative - Finance

    City of London | £22000/annum | From Office Angels

    Customer Service Representative - Finance £22 This role will require the person to work 2 Saturdays a month, with a day off in the week. Extremely Successful and Innovative Financial... Organisation based near London Bridge is looking to recruit a professional and experienced Customer Service Representative to join their team immediately. This successful peer-peer lending business has seen extensive growth in their clients and therefore need to recruit in their Customer Service team. You will have some previous experience within the financial sector offering professional ... Customer Service Representative to join a fun and friendly team in a growing company. Advertised by Office Angels, London Bridge Branch Please note that due to the high volume of response Office...

  3. Graduate Inside Sales Representative

    London | £24000 - £40000 per annum | From Pareto Law

    Graduate Inside Sales Representative, London, £24,000 basic, £40,000 OTE REF: LONSB4468a A leading, global organisation in the financial sector is seeking a Dutch speaking Graduate Inside Sales... Representative. Are you up for the challenge? The Role: Graduate Inside Sales Representative Sector: Finance With a global presence stretching across 20 countries, this thriving company ... . Reporting to the Head of Inside Sales, the Graduate Inside Sales Representative will be responsible for developing and qualifying new business leads. Responsibilities as a Graduate Inside Sales Representative: . Contacting new and existing clients . Handling inbound inquiries . Qualify and convert inquiries into sales . Update and maintain CRM . Building relationships Graduate Inside...

  4. Graduate Inside Sales Representative

    London | £24000 - £40000 per annum | From Pareto Law PLC

    Graduate Inside Sales Representative, London, £24,000 basic, £40,000 OTE REF: LONSB4468a A leading, global organisation in the financial sector is seeking a Dutch speaking Graduate Inside Sales... Representative. Are you up for the challenge? The Role: Graduate Inside Sales Representative Sector: Finance With a global presence stretching across 20 countries, this thriving company ... . Reporting to the Head of Inside Sales, the Graduate Inside Sales Representative will be responsible for developing and qualifying new business leads. Responsibilities as a Graduate Inside Sales Representative: - Contacting new and existing clients - Handling inbound inquiries - Qualify and convert inquiries into sales - Update and maintain CRM - Building relationships Graduate Inside...

  5. Business Analyst - SUN Finance

    Liverpool | From £400 to £450 per day | From Source Financial

    We are currently recruiting for an interim SUN Finance Business Analyst, for a large Financial Services organisation, in Liverpool City Centre. Main purpose of the role: To provide business... analysis support to the SUN Finance Transformation change programme, delivering in line with the organisation's strategy, vision and values. Responsible for: - Providing effective functional knowledge and support for SUN Finance Transformation project - helping to shape the design proposals from initial concept thorough test and deployment Collaborating with business and technology SME to ... , organisational changes, internal/external comms, new policies, implementation scheduling) Documenting of key Finance processes capturing the "As Is" and assisting with the design and documentation...

  6. Group Reporting Manager

    Surrey | £55000 - £65000 per annum + Bonus | From Michael Page Finance

    Summary Group Reporting Manager An opportunity has arisen for a Group Reporting Manager to join a leading plc in their Surrey offices. Reporting to the Group Financial Controller, you will be... valuations processes Assisting with ad hoc management queries Managing an accountant in the team Building the Finance team's network within the wider business and acting as a key representative of the wider Finance team Profile Group Reporting Manager: ACA, CIMA or ACCA qualification Experience of working with senior management and managing a small team Strong technical accounting skills ... assisting in delivering timely and meaningful finance reporting to meet business needs. Client Details A goblal media company in Surrey Description Group Reporting Manager Producing...

  7. Sales Representative

    Norwich | £14,300pa +Bonuses OTE20K | From Mutual Clothing and Supply Company Ltd

    Full Time Sales Representative Salary: £14,300 p.a. plus bonuses. OTE £20,000 p.a Location: Norwich, NR2 3RQ Full time field based role managing a Home Collected consumer credit round in Norwich... the role you'll come to view the job as running your own small business. Our Company: Mutual have been in consumer finance for over 100 years serving thousands of customers over many generations. We are a family company with strong values and traditions. Duties and Responsibilities of a Sales Representative: * Weekly visits to existing customers to collect repayments and manage their ... relationships Rewards of a Sales Representative: * Performance related pay means you're rewarded for the effort you put in * Field Sales based role will mean you are out and about * Independent...

  8. Management Accountant

    Bristol | £13 - £15 per annum | From Page Personnel Finance

    Summary My Client is looking for a part qualified management accountant to join the Bristol team. The role will be initially for 6 months on a temporary basis. Must have relevant experience and... as the Finance representative, as directed by the Head of Finance. Profile The successful management accountant must have a proven track record and similar experience. Either studying ACCA or CIMA ... be actively studying CIMA or ACCA, or AAT level 4 qualified. Client Details My client is a thriving and successful school providing a high standard of education and the head of finance is looking for support in the small finance function for 6 months initially. Description The management accountant will be responsible for: To manage the school's accounting function, ensuring compliance...

  9. Graduate Inside Sales Representative

    UK-London | £24,000 - £40,000/Year | From CareerBuilder

    Graduate Inside Sales Representative, London, £24,000 basic, £40,000 OTE REF: LONSB4468a A leading, global organisation in the financial sector is seeking a Dutch speaking Graduate Inside Sales... Representative. Are you up for the challenge? The Role: Graduate Inside Sales Representative Sector: Finance With a global presence stretching across 20 countries, this thriving company ... . Reporting to the Head of Inside Sales, the Graduate Inside Sales Representative will be responsible for developing and qualifying new business leads. Responsibilities as a Graduate Inside Sales Representative: • Contacting new and existing clients • Handling inbound inquiries • Qualify and convert inquiries into sales • Update and maintain CRM • Building relationships Graduate Inside...

Financial representatives usually work in banks or building societies. One of their main purposes is to provide financial advice to people that want to invest, people in debt or people simply needing financial advice. They might also sell bank products and services.

Who can I work for?

You could work for banks, building societies or credit unions.

Where and when can I work?

You will be based within the bank or building society and primarily work Monday to Friday 9am to 5.30pm. Depending on the size of the bank, you may be required to work evenings or weekends in line with the establishments opening hours.

What can I earn?

The average salary for a financial representative is £30,000.

What are the benefits?

You could make a positive impact on someone's financial affairs and advise them on the best way for them to spend and save their money.

Are there chances of promotion?

You could go on to specialise in a particular area of finance or progress to become an independent financial advisor, working on a consultancy basis.

What will I be responsible for?

You will be responsible for providing financial advice to people with financial problems or who require particular financial services; offering and selling bank products and services to clients either face to face or over the phone; and in some cases supervising other bank staff and their activities.

Do I need any experience?

You should have a relevant qualification in financial planning or financial services. Many financial representatives in banks started out as cashiers and have undertaken specific training, both on-the-job and via home study, in order to work as a financial representative.

What attributes are needed?

You should be friendly, approachable and professional and capable of communicating complicated information in a simple and succinct way. Customer service skills are essential as is a methodical approach and keen eye for detail.

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