11 Financial Services / Investment jobs in Barnsley

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don't tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life. Join the Close Brothers Retail Team where you will be responsible for building and sustaining relationships with our broker accounts. Working as part of the Retail team our ideal team member will have previous experience in being responsible for sales and sales support functions, ensuring the business taken on is within the set parameters with excellent customer service skills. RESPONSIBILITIES

• Carry out duties to the company standard policy and procedures
• General sales / relationship management administration duties
• Management APEX Territory Portfolio system
• Utilise all business systems to required standards
• Complete new broker set-up process
• Support the Broker Relationship Manager to onboard collaboratively
• Work in collaboration with the Broker Relationship Managers to review underwriting challenges / declines
• Liaise with operations to ensure timely pay-out of new business
• Act as a primary contact and liaison for all assigned relationships
• Support operations in management of sales related work flow
• Manage dealer partnership management information requests
  
  A strong communicator, with excellent negotiation and influencing skills.
• Previous experience in a customer focused environment
• Demonstrable experience of working within a structured process
• Excellent IT Skills (MS Word, Excel and Outlook)
• The ability to work well as part of a team
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:
• Proven Broker Account business development capability at an appropriate level
• Previous experience of working in business to business sales environment
• Demonstrable experience of a structured sales process
• Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive and Consumer Credit Act
  
  At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange. To find out more about Close Brothers, please visit our careers page: To find out more about life at Close Brothers: To find out more about our benefits: To find out more about our commitment to creating an inclusive environment, At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments. We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people. Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down. We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.

Private medical Discounted health checks Stakeholder pension contribution Gym discounts Cycle to work scheme Gym discounts Purchase additional holiday