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Are you currently a Saeles Negotiator progressing your own sales, or a Sales Progressor looking for a new opportunity? Then look no further, as our client an award winning, multi office independent Estate Agent, are looking for a highly organised Sales Progressor. Always offering excellent customer service to their clients they also pride themselves on their excellent local market knowledge, providing first class Estate Agency, Letting Agency, and New Homes to various locations. This is an excellent opportunity to join a busy team in their Harpenden office. The ideal candidate must have previous experience dealing with sales progression, be able to work in a fast-paced environment managing the workload of on average 40 - 60 cases at any one time. You do not need a driving licence or own your own car for this role. Salary package and benefits for the role of Sales Progressor include: Basic £26,000 - £27,500 OTE £33,000 - £34,000 Monday to Friday 8.45am to 6pm - five day working week Great working environment On site parking Access to external training Monthly team lunches End of month drinks Company parties Skills required for the role of Sales Progressor will include: Previous experience in a Sales Progressor role Exceptionally well organised and literate Be able to manage the workload in a fast-paced environment Able to think strategically Excellent standard of written communication Client focused and able to build good relationships Target driven Good interpersonal skills The role of the Sales Progressor will entail: Attending and participating in regular daily meetings Managing 40 - 60 properties from sale agreed through to exchange and completion of contracts Working in a team of 4 Recording and inputting information onto the database Liaising with surveyors and solicitors Managing and advising clients on a regular basis throughout the process Advising clients on any negotiations should that be necessary Updating vendors on their sale and ensuring they are given the best possible advice in order to get them sold This is a great opportunity to fill a key role for this successful Estate Agency...apply today!
Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to their brilliant team. Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial security with their expert guidance. The practice is recognised as a leading Financing Planning business in the Hertfordshire area with an enviable reputation. Staff retention and well-being are second to none, this is an opportunity to join one of the best Advisory names in Hertfordshire. You will be working alongside experienced team members offering a high level of Administration support to the Paraplanners & Financial Planners. Overview of the role is detailed below: Delivering the highest possible level of client service, consistent with developing and maintaining outstanding relationships Preparing documentation packs for Advisers ahead of client reviews and new client meetings Processing letters of authority and subsequent information requests Keeping client records updated at all times, updating client plan data and scanning any policy details or correspondence to client files Extracting information from platforms on portfolios and fund/plan performance Preparation of correspondence including letters and emails Assisting with both incoming and outgoing post Ensure that financial transactions are completed correctly and files are fully FCA compliant Assist with the arrangement of client meetings when required Sharing responsibility of answering inbound calls and greeting visitors Calling clients to provide timely updates on the status of their cases Project work and other ad-hoc tasks Skills, knowledge and experience: Polite, courteous and professional in conduct Excellent telephone manner Ability to compose well written client emails and letters using accurate grammar Experience in Financial Services and/or professional industry would be advantageous A good base knowledge of IT systems including MS Office applications An ability to pick up technical knowledge and systems quickly Good attention to detail Strong organisational skills and ability to work independently Energy, enthusiasm and drive Flexible attitude with strong agile thinking Good team player The business offers a rewarding career for all their staff with excellent management support, regular appraisals alongside annual salary reviews. This is a superb opportunity and one that can cater for training/development/progression. If you have worked in professional industry, insurance or already in Financial Services then this is a stand out role to consider. Recruit Wealth have supported the business for many many years, we hold the practice in extremely high regard. An excellent salary, company benefits, superb modern offices, hybrid working with a collaborative team are all available. Please apply to us here at Recruit Wealth for an immediate response.