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Banking and insurance sectors are the major employers of financial services candidates. Apply for email alerts for Basildon, Harlow, Brentwood or Essex. Jobs mostly cover securities brokerage and financial advisory services covering pensions, loans, mortgage and insurance. Investment banking, securities and share trading, investment management and planning or securities research are all careers in Financial services found around Harlow, Essex or Essex.

Financial services jobs in Essex can be found on the right of this page.

Financial Advisers are a major sector in the UK recruitment market and these positions may specialise in particular products. This could include selling employee pension schemes, mortgages, pension or investment schemes to private clients. Savings plans and insurance is another area of Financial advisors.


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As well as jobs in Essex find on Amber Jobs a range of vacancies such as jobs in Brentwood, jobs in Chelmsford and Loan Jobs in Harlow. Also Insurance vacancies in Basildon.

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Financial Services Jobs in Essex

 

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Also try....: Part Time Financial services Jobs in Essex * Did you mean....: Financial services Jobs in London

Financial services jobs or similar/near:
Essex
Updated: 24/09/17


Trainee Financial Services Administrator

Location: Chelmsford Essex Jobs

Key points: A sensational opportunity has arisen for a keen graduate looking to gain a career within the financial services. This role would suit someone who has a keen willingness to learn and build a career within a leading and growing IFA based on the outskirts of Chelmsford. Duties will be to help IFA’s with a varied administration process to include compiling valuation reports, process new business applications, deal with client enquiries via post and email, and undertake fund and product research as well as other general administration duties to include electronic filing and faxing and answering the telephone. This opportunity will also require the successful applicant to complete FPC1 within the first year and the employer will continue to help the candidate with further relevant industry exams thereafter. The successful candidate will be of a graduate level looking to continue studying in the Financial Services industry. Hours Monday – Friday 9am – 5pm Salary £16k Own transport desirable due to rural location ..........

29/08 * - Service Advisor    Location: Basildon Essex Jobs

Key points: We have an exciting opportunity for a Service Advisor looking to join a busy team within a large and successful main dealership in Basildon, Essex. We are seeking to employ an experienced Service advisor who understands the demands of the role and who has the skillto meet the demanding standards that this position brings. Working as a Service Advisor, Your job duties will include being responsible for delivering an exceptional customer experience ensuring that all work carried out is communicated in a clear and precise manner. Selling extra products, services and repair work is called for to keepprofitability and meet targets set. The Candidate must have the skillto upsell and have a consultative approach to selling. Your Important job duties will include meeting and greeting, booking in vehicles, keeping the customer recent or current and informed of the technician’s progress, up selling extra work and accurately invoicing and documenting all work completed. the employee will be able to deal with customer enquiries over the phone and in person building rapport to ensure repeat business. Key Tasks Ensuring a consistent level of excellent customer service in line with company and manufacturer standards. Providing customers with accurate estimates and invoices, whilst fully explaining the work carried out by the service department. Ensuring that the service reception is staffed at all times to be able to greet customers at any time during business opening hours (working). Selling extra products, services and repair work in a professional manner and within set targets. Identifying any areas of lost sales and revenues and bringing them to your line manager’s attention. Ensuring all job cards are raised accurately, detailing the work needed and ensuring that they have met the manufacturers’ standards called for for warranty. Ensuring all customers have enough credit to allow all work advised to be carried out and authorities for work to be carried out are gained, where applicable. Ensuring all work has been carried out as detailed and charged for. Keeping customers recent or current of any changes to agree completion times and extra work called for. Ensuring all Company Health & Safety procedures are strictly adhered to. Maintaining a high standard of personal appearance, ensuring corporate workwear is worn at all times and kept in good condition. Key Performance Indicators Customer Satisfaction Index Compliance to Policies and Procedures The skillto up sell extra work and service plans Excellent computer literacy and administration skills Great organisation and skillto communicate well Dealer / Franchise experience desirable Maximum 45 minute commute time Flexible in approach Good communicator Balanced approach skillto work within a team frame work skillto take instruction Can deliver a global class customer experience the employee will need be very wel ..........

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22/08 * - Service Advisor    Location: Colchester Essex Jobs

Key points: We have exciting opportunities for Service Advisors looking to join a busy team within a successful main car dealerships. We are seeking to employ experienced Service advisors who understand the demands of the role and who has the skillto meet the demanding standards that this position brings. Working as a Service Advisor, Your job duties will include being responsible for delivering an exceptional customer experience ensuring that all work carried out is communicated in a clear and precise manner. Selling extra products, services and repair work is called for to keepprofitability and meet targets set. The Candidate must have the skillto upsell and have a consultative approach to selling. Your Important job duties will include meeting and greeting, booking in vehicles, keeping the customer recent or current and informed of the technician’s progress, up selling extra work and accurately invoicing and documenting all work completed. the employee will be able to deal with customer enquiries over the phone and in person building rapport to ensure repeat business. Key Tasks Ensuring a consistent level of excellent customer service in line with company and manufacturer standards. Providing customers with accurate estimates and invoices, whilst fully explaining the work carried out by the service department. Ensuring that the service reception is staffed at all times to be able to greet customers at any time during business opening hours (working). Selling extra products, services and repair work in a professional manner and within set targets. Identifying any areas of lost sales and revenues and bringing them to your line manager’s attention. Ensuring all job cards are raised accurately, detailing the work needed and ensuring that they have met the manufacturers’ standards called for for warranty. Ensuring all customers have enough credit to allow all work advised to be carried out and authorities for work to be carried out are gained, where applicable. Ensuring all work has been carried out as detailed and charged for. Keeping customers recent or current of any changes to agree completion times and extra work called for. Ensuring all Company Health & Safety procedures are strictly adhered to. Maintaining a high standard of personal appearance, ensuring corporate workwear is worn at all times and kept in good condition. Key Performance Indicators Customer Satisfaction Index Compliance to Policies and Procedures The skillto up sell extra work and service plans Excellent computer literacy and administration skills Great organisation and skillto communicate well Dealer / Franchise experience desirable Maximum 45 minute commute time Flexible in approach Good communicator Balanced approach skillto work within a team frame work skillto take instruction Can deliver a global class customer experience the employee will need be very well presented If you are interested in applying for this role, ..........

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04/09 * - Service Advisor    Location: Chelmsford Essex Jobs

Key points: We have an exciting opportunity for a Service Advisor looking to join a busy team within a successful main car dealership based in Chelmsford. We are seeking to employ an experienced Service advisor who understands the demands of the role and who has the skillto meet the demanding standards that this position brings. Working as a Service Advisor, Your job duties will include being responsible for delivering an exceptional customer experience ensuring that all work carried out is communicated in a clear and precise manner. Selling extra products, services and repair work is called for to keepprofitability and meet targets set. The Candidate must have the skillto upsell and have a consultative approach to selling. Your Important job duties will include meeting and greeting, booking in vehicles, keeping the customer recent or current and informed of the technician’s progress, up selling extra work and accurately invoicing and documenting all work completed. the employee will be able to deal with customer enquiries over the phone and in person building rapport to ensure repeat business. Key Tasks Ensuring a consistent level of excellent customer service in line with company and manufacturer standards. Providing customers with accurate estimates and invoices, whilst fully explaining the work carried out by the service department. Ensuring that the service reception is staffed at all times to be able to greet customers at any time during business opening hours (working). Selling extra products, services and repair work in a professional manner and within set targets. Identifying any areas of lost sales and revenues and bringing them to your line manager’s attention. Ensuring all job cards are raised accurately, detailing the work needed and ensuring that they have met the manufacturers’ standards called for for warranty. Ensuring all customers have enough credit to allow all work advised to be carried out and authorities for work to be carried out are gained, where applicable. Ensuring all work has been carried out as detailed and charged for. Keeping customers recent or current of any changes to agree completion times and extra work called for. Ensuring all Company Health & Safety procedures are strictly adhered to. Maintaining a high standard of personal appearance, ensuring corporate workwear is worn at all times and kept in good condition. Key Performance Indicators Customer Satisfaction Index Compliance to Policies and Procedures The skillto up sell extra work and service plans Excellent computer literacy and administration skills Great organisation and skillto communicate well Dealer / Franchise experience desirable Maximum 45 minute commute time Flexible in approach Good communicator Balanced approach skillto work within a team frame work skillto take instruction Can deliver a global class customer experience the employee will need be very well presented If you are interested in ..........

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24/09 - Financial Services jobs in Essex

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07/09 * - Mortgage Consultant or Advisor    Location: Basildon Essex Jobs

Key points: Mortgage Advisor - CeMAP Qualified Location: Basildon, Essex Salary: Basic to £40k plus benefits and commission We are delighted to be working in partnership with Buildstore to recruit a Mortgage Advisor (with access to the whole of the market but specialising in self builds) based in the Basildon area. This is a truly exciting opportunity to join a market leading organisation as the Self-Build market is about to multiply exponentially. BuildStore is the place for Self-Build, Renovation and Conversion products and services in the UK From researching a project, through to finding land for sale, bespoke self-build finance & insurance, buying building materials and seeing how others build their own home - Buildstore have it all. Already up to 20, 000 people build their own homes in the UK each year and many others will carry out a renovation project or conversion and now with the changes to the law in late 2016 there will be even more access to sites for Self-Builders. This is not your everyday, run of the mill, Mortgage Advisor role, planning and organising a Self-Build mortgage takes time and necessitates building a real long term relationship with your client. With this mortgage – there is nothing there to start with so payments are staged – you stay involved throughout the process. Often the mortgages are short term in nature whilst the build is going on, so when it is finished the client often has to re-mortgage. This is a sensational opportunity to help people change their lives. Self-building is more than just buying a house it is often the realisation of a dream for an entire family. Not many people can say their job changes peoples lives but the employee will be able to. To be successful with your application, the employee will need to be authorised to tell on Mortgages (hold the CeMAP qualification), the employee will be need to be able to drive (to get to see your clients steadyly) and it would be a real advantage to be interested in this market. If the above sounds like your dream job, Contact us now ..........

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Financial Services jobs in the area of Essex

25/08 * - Field based Mortgage and Protection Advisor Colchester ...    Location: Colchester Essex Jobs

Key points: We are seeking to employ an experienced Mortgage and Protection Advisor to join our growing Mortgage department with the opportunity to develop your career in a fast paced, send thinking Financial Services organisation. Reporting to the Regional Sales Manager the employee will be a key member of our Mortgage team, you’ll relish the prospect of selling our broad portfolio of mortgage and associated products on an advised basis to both the Police and Military markets that we serve. The role is split between a field based role and on site at Police stations and Military bases, Your job duties will include being responsible for managing your own diary, this will involve: •The prompt actioning of prospective leads – received and self-generated – and subsequent conversion into mortgage or life insurance/critical illness/income protection applications •Arranging head on meetings with members and customers – building strong and trusted relationships, as well as providing excellent advice and a first class service •Completion of all relevant documentation and steady liaison with Lead Generators, including prompt response on results/outcomes relating to introductions made As a fully capable and appropriately qualified FPC/CeMap Mortgage Advisor, with ‘Whole of Market’ experience, you must be able to show: •A successful track record in achieving personal targets, spanning the selling, development, retention and generation of mortgage business •exemplary conversational and communication, presentation and relationship skills, along with a strong customer focus and a firm belief in putting our members and customers interests at the heart of everything you do •Up to date and proven expertise in respect of mortgage/protection markets and FCA standards, backed by a detailed understanding of all associated regulatory matters •A highly professional outlook and plenty of self-motivation, plus a current valid driving license and a good PC skills, including adequate understanding of MS Office We give a great working environment together with a sensational Employee Benefits package including; a generous pay complemented by 24 days holiday (this increases with service) plus bank holidays; life assurance; private healthcare PLUS flexible benefits to suit your lifestyle, discounts on financial products and consumer goods. This is a sensational opportunity and if you believe you have the skills and experience to succeed in this demanding and rewarding role, then make an application today ..........

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24/08 * - Mortgage Administrator Chadwell Heath, RM6    Location: Chadwell Heath Essex Jobs

Key points: An established and leading and very well-established Estate organisationin Chadwell Heath, Essex area are currently employing a Mortgage Administrator for their in house specialised and very reputable Mortgage Team. The successful candidate will have an excellent level of attention to detail, obtain a solid can-do attitude and proactive approach and have a earlier Mortgage or Financial Services Administrative background. Key duties for this role will include the following: -Processing of mortgage applications from initial enquiry stage through to completion -Ensuring mortgages are administered efficiently throughout their lifetime -Handling changes to accounts -Answering telephone enquiries - general typing and key office support duties -Liaising with candidates, borrowers, brokers, surveyors, solicitors and any other linked parties -Processing mortgage applications -Applying for employer/financial references -Preparing Key Facts Illustrations and instructing valuers as applicable Interpreting information received and checking it against the approved Lending Policy -Assessing affordability within lending criteria where called for -Pro-actively following up references and enquiries to improve dealing with times -Preparing mortgage offers for new mortgages, further advances and amended offers -Preparing mortgages for completion including cheque/CHAPS/electronic -Faster Payment transfers -Dealing with mortgage communication-Preparation and checking of system data input forms -Mortgage arrears administration -Title Deeds administration -Preparation of mortgage file for redemption together with associated DS1HM Land Registry forms for selling The hours (working) for this role will be Mon - Friday 8.30am - 6pm and every Saturday 8.30am - 4pm with a day off in the week. In return for your consistent and successful hard work this firm offers a very good salary and benefits package along with an excellent working, team playing environment. If you therefore have the necessary called for skill set and attributes or you are considering furthering your career in the Mortgage sector and are keen to work in the Chadwell Heath, Essex area then send to Roundpegs Recruitment today your most up to date CV and contact details. nb: Due to the high volume of enquiries that we receive, we are not always able to respond to all CVs. If you have not received a response within one week, assume that your application has been unsuccessful in this instance. Thank you for your interest in Roundpegs Recruitment. If you are already registered with Roundpegs Recruitment, express your interest in this role to your consultant ..........

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31/08 * - Independent Mortgage Adviser    Location: Brentwood Essex Jobs

Key points: Independent Mortgage Adviser We're seeking to employ an experienced Mortgage Adviser to join our highly successful team based in our busy office in the heart of the estate organisationdistrict of Brentwood. Ideal candidates would have been in the industry for a minimum of two years and be excited about the opportunity to be a whole of market adviser for both Mortgages and Protection. The Candidate should be self-motivated, hard working, dependable and keen to evolve your skills and knowledge as a Mortgage Adviser. We have a steady supply of new leads from our network of industry introducers so keeping you busy won't be a problem. Our admin team deal with the case submission and progression leaving our advisers to produce business levels, our established advisers genuinely earn between £60, 000 and £150, 000 each year thanks to new business levels and a strong desire to keep our clients for re-mortgage business. If you're feeling undervalued, under-supported or just under-used then send us your CV and find out for yourself how your potential can be fulfilled ..........

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