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8,315

Crm jobs in United States

Paraplanner - Rayleigh

Paraplanner - Rayleigh
Blakemore Recruitment
Rayleigh
GBP 30,000 - 45,000
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Sales Executive

Sales Executive
Hiab
Witney
GBP 30,000 - 45,000

Residences Concierge

Residences Concierge
Six Senses London - The Whiteley
United Kingdom
GBP 25,000 - 35,000

Sales Executive

Sales Executive
First Military Recruitment
Leeds
GBP 25,000 - 40,000

Account Manager

Account Manager
Hologic, Inc.
Manchester
GBP 40,000 - 60,000
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Sales Floor Manager

Sales Floor Manager
Portfolio Group
London
GBP 42,000 - 49,000

Account Manager

Account Manager
Resourcing Global Solutions
Bedford
GBP 36,000 - 54,000

Candidate Resourcer

Candidate Resourcer
Inspiring Interns
London
GBP 23,000 - 25,000
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Sales Advisor

Sales Advisor
Lotus Recruitment
Droylsden
GBP 30,000 - 35,000

Contact Centre Pre-Sales Specialist

Contact Centre Pre-Sales Specialist
Capgemini
London
GBP 50,000 - 70,000

Assistant Boutique Manager - New Bond Street (Flagship)

Assistant Boutique Manager - New Bond Street (Flagship)
Richemont
London
GBP 30,000 - 45,000

Sales Executive

Sales Executive
Fortrade
Watford
GBP 25,000 - 35,000

Senior Sales Manager

Senior Sales Manager
BaxterStorey
London
GBP 40,000 - 55,000

Account Executive - London

Account Executive - London
ReCharge
London
GBP 35,000 - 55,000

Sales Manager

Sales Manager
Audley Group
Cobham
GBP 40,000 - 60,000

Head of Events and Engagement

Head of Events and Engagement
THE BUILDING CENTRE GROUP LTD
London
GBP 45,000 - 65,000

Business Development Manager

Business Development Manager
Tech Connect Group
Cambridgeshire and Peterborough
GBP 68,000 - 79,000

Call Operator

Call Operator
Careline Support Ltd
New Forest
GBP 23,000 - 27,000

Area Sales Manager - Northwest

Area Sales Manager - Northwest
Michael Page (UK)
England
GBP 30,000 - 50,000

Salesforce Designer (Manchester, UK)

Salesforce Designer (Manchester, UK)
Capgemini
Manchester
GBP 40,000 - 70,000

Sales Administrator

Sales Administrator
Bionic Services Ltd
London
GBP 25,000 - 35,000

Associate Field Marketing Manager

Associate Field Marketing Manager
Datadog
London
GBP 40,000 - 60,000

Customer Service Adviser

Customer Service Adviser
NFU Mutual
Woodhall Spa
GBP 23,000 - 30,000

Business Development Manager

Business Development Manager
Edwards & Pearce
Manchester
GBP 40,000 - 60,000

Operations Assistant

Operations Assistant
Howett Thorpe
Farnham
GBP 22,000 - 30,000

Paraplanner - Rayleigh

Blakemore Recruitment
Rayleigh
GBP 30,000 - 45,000
Job description

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We are currently recruiting for a very successful Financial Planning practice based in Rayleigh who are looking to recruit a Paraplanner.

Responsibilities

  • Provide technical, research and administrative support to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.
  • Produce compliant and detailed Client Suitability Reports
  • Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
  • Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
  • Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates.

Key responsibilities include:

  • Contacting prospects or clients toarrange meetings and update current information, gather necessary information from client so that a financial analysis can be completed
  • Review the client’s financial statements, legal documents, and other data.
  • Prepare summaries of: the client’s goals and objectives, the client’s present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools
  • Prepare detailed options for the Adviser to consider supporting the client’s financial planning objectives.
  • Prepare calculations summarising the clients’ investment management needs, critical illness, disability and life insurance needs.
  • Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.

Competence / Knowledge / Skills required

  • A minimum of two years’ experience in a similar role within Financial Services
  • Diploma level qualified (or be very close to achieving this)
  • Strong background in client and product administration
  • Effective communication skills gained within a client facing role
  • Knowledge and experience of the advice process and regulatory requirements
  • Working knowledge of Investment platforms, their operation and processes.
  • Experience of Intelliflo and CRM systems
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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