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Office Manager - Wealth Management Firm - HailshamLocation: Hailsham, East SussexSalary: Up to £45,000 high basic + Bonuses + Pension + DIS + PMIOTE: £50,000+Sector: Financial Services / Wealth Management / IFA SupportRecruiter: Cameron James Professional RecruitmentOverviewAn exciting opportunity has arisen for an experienced financial services professional to join a highly respected wealth management firm in Hailsham as an Office Manager.This long-established business has provided expert financial advice to clients for over 25 years and now seeks a motivated, detail-driven individual to oversee daily operations, supervise the support team, and ensure a seamless client experience. This role offers a high basic salary, excellent benefits, and the chance to play a key role in a successful, chartered wealth management firm.Role ResponsibilitiesAs the Office Manager, you'll ensure the efficient day-to-day running of the firm, managing administration and paraplanning staff, and supporting the Financial Adviser and business owner. Key duties include:<ul><li>Overseeing office operations and ensuring all client servicing and new business cases are handled accurately and efficiently.</li><li>Supervising the administration and paraplanning team, setting priorities, and ensuring compliance with FCA guidelines.</li><li>Acting as the first point of contact for clients, handling general enquiries, review meeting bookings, and maintaining a high level of client care.</li><li>Supporting the Adviser in managing their workload and maintaining long-term client relationships.</li><li>Implementing and refining back-office systems and processes to maximise efficiency.</li><li>Managing team development, performance reviews, and workflow monitoring.</li><li>Overseeing protection, pensions, investment, and mortgage administration.</li></ul>This is a key leadership position within the firm, requiring strong organisation, initiative, and a client-centric mindset. The Office Manager will act as the cornerstone of the operation, ensuring clients and advisers alike receive first-class service.Skills &amp; Experience Required<ul><li>Minimum 3 years' experience in Financial Services, ideally within an IFA or wealth management firm.</li><li>Solid understanding of pensions, investments, protection, and mortgages.</li><li>Proven experience supervising or managing a team.</li><li>Strong leadership, communication, and problem-solving skills.</li><li>Excellent attention to detail and organisational ability.</li><li>Ideally Level 4 Diploma qualified (or studying towards it).</li><li>Proficiency in CRM and financial back-office systems.</li></ul>Candidates should have the confidence and professionalism to manage the office independently when required, maintaining the smooth running of the business and providing proactive support to both clients and colleagues.What's on Offer<ul><li>High basic salary up to £45,000 (DOE)</li><li>Annual performance-based bonus (realistic OTE £50,000+)</li><li>Full benefits package including Pension, DIS, and Private Medical Insurance</li><li>Long-term career stability within a reputable wealth management firm</li><li>Supportive team culture and collaborative working environment</li><li>Monday to Friday working hours (no weekends)</li></ul>This opportunity is perfect for an experienced Financial Services professional seeking to progress their career in a respected, client-focused firm, with strong leadership responsibilities and excellent financial rewards.SummaryThis is an exceptional career move for an experienced Financial Services professional looking to join a trusted, forward-thinking wealth management firm. As Office Manager, you'll oversee a dedicated support team, ensure smooth daily operations, and act as a key contact for valued clients - all within a business that truly values its people and offers a high basic salary, stability, and long-term progression.ContactBryn McMillanFinancial Services Recruitment Director

Office Manager

Client Administrator / Fully Funded Exam Support / Grow your CareerGlynde, East SussexFull-time, 37.5 hours/week (Monday to Friday, 9am-5pm)Office-basedCirca £35,000 DOE25 days holiday + bank holidays + birthday offBupa cashback schemeDiscretionary bonusAbout UsA long-established, client-focused financial planning firm with circa £100m AUM. We deliver proper financial planning, not sales, not volume, built around long-term relationships and detailed client understanding. With two advisers soon to be three, we're looking for a dependable, career-minded administrator who wants to be part of a close-knit, growing team.Client Administration &amp; Servicing<ul><li>First point of contact for clients, phone, email, and in person</li><li>Prepare the meeting room, refreshments, and paperwork</li><li>Coordinate birthday cards, thank you notes, client gifts</li><li>Manage incoming/outgoing post and occasional Post Office trips</li><li>Keep the CRM accurate and up to date</li></ul>Annual Review Support<ul><li>Carry out AML and ID checks</li><li>Pull valuation statements and prep review packs</li><li>Book and follow up on client meetings</li><li>Handle post-meeting admin</li></ul>Business Processing<ul><li>Issue Letters of Authority, chase providers, track new business</li><li>Submit new business applications and keep clients informed</li><li>Maintain marketing lists e.g. newsletters</li></ul>Light Operational Tasks<ul><li>Help with things like the stationery order, fire alarm tests, and general office upkeep</li><li>Be a reliable team presence when others are out of the office</li></ul>Must-Haves:<ul><li>2 years admin experience in a professional client setting</li><li>Confident learning and handling pensions and investments admin processes</li><li>Excellent attention to detail and organisation</li><li>Strong communication and a professional manner</li><li>Proactive and dependable, you take pride in doing things properly</li></ul>Nice-to-Haves:<ul><li>Experience with a CRM</li><li>Familiar with Voyant helpful but not essential</li><li>Knowledge of FCA-regulated processes</li></ul>

Client Administrator

Branch Manager OTE: £50k, Profit Share, Company Car, Uncapped Commission We're looking for a highly motivated Branch Manager - Estate Agent to lead our fantastic residential sales team in Uckfield working in our well known Freeman Forman estate agency. This is a great opportunity for an established Estate Agent looking for progression and to step in to a branch management appointment in residential sales. This is a branch that can give you the platform to excel as a manager with a supportive Area Manager and team to help you grow market share and develop your career. The main purpose of the role of a Branch Manager - Estate Agent is to maximise the overall income and profitability of your branch. What's in it for you as our Branch Manager - Estate Agent? <ul> <li>Industry leading training and development</li> <li>Demonstrable career ladder</li> <li>Supportive and rewarding environment</li> <li>Compete for top achievers awards</li> <li>Competitive basic salary with uncapped commission</li> <li>Company Car or Car Allowance</li> </ul> Key responsibilities of a Branch Manager - Estate Agent: <ul> <li>Running a profitable and well organised office providing an effective, efficient and professional estate agency service to customers.</li> <li>Leading by example and delegating tasks with the aim to exceed standards of performance and targets set.</li> <li>Optimising every opportunity to secure market appraisals, instructions, viewings, reservations, sales and mortgage introductions.</li> <li>Motivating your team and new recruits, ensuring they receive the training and support they need to flourish in their career.</li> </ul> Skills and experience required to be a successful Branch Manager - Estate Agent: <ul> <li>Preferably an experienced Branch Manager, Assistant Branch Manager, Residential Sales Manager or a Sales Negotiator, Estate Agent, Lister, Valuer looking to progress.</li> <li>Demonstrable Sales Management experience.</li> <li>Able to generate new business in a target driven environment.</li> <li>Proven experience managing, leading and mentoring a team.</li> <li>Outstanding customer care / customer service experience.</li> <li>Resilient, positive, organised, numerate and detail oriented.</li> <li>Excellent verbal and written communication skills.</li> <li>IT literate (MS Office, internet, email systems).</li> <li>A Full UK driving licence.</li> </ul> Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. EACW06092

Branch Manager

New Homes Manager We are looking for a highly motivated New Homes Manager to complement our team in the Sussex area . The main purpose of this role is to win instructions to new sites and develop relationships with developers in your area. The New Homes Manager will cover across our Countrywide offices in Sussex. This role would be ideal for a Branch Manager/Valuer looking to move into the New Homes sector and offers Monday to Friday working (No Weekends) - Uncapped Commission - Career Progression. What's in it for you as our New Homes Manager? <ul> <li>Industry leading training and development </li> <li>Demonstrable career ladder</li> <li> Supportive and rewarding environment</li> <li>Compete for top achievers awards </li> <li>Competitive basic salary with uncapped commission </li> <li> Company car or car allowance </li> </ul> Key responsibilities of a New Homes Manager <ul> <li>To forge and develop relationships with developers in the area</li> <li> Winning instructions to new sites</li> <li>Gaining and keeping Sole Agency </li> <li>Ensuring the relationship is developed and maintained to a high standard</li> <li>Be the central point of contact for the Regional Sales Managers and the Sales Directors</li> <li>Be aware of any new sites in the area and evaluate potential opportunities for the company.</li> </ul> Skills and experience required to be a successful New Homes Manager <ul> <li>Preferably experience in New Homes Sales with an Estate Agency or builder / developer or Estate Agency or experience such as Estate Agent, Residential Sales, Lettings Sales </li> <li>Able to build relationships and deliver sales in a target driven environment</li> <li>Outstanding customer care / customer service experience</li> <li> Resilient, positive, organised, numerate and detail oriented </li> <li> Self-motivated, able to work autonomously and act on your own initiative </li> <li>Excellent verbal and written communication skills</li> <li> IT literate (MS Office, internet, email systems)</li> </ul> Countrywide Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. LNHO00443

New Homes Manager

Senior Estate Agent OTE- £30,000-£50,000 Uncapped Commission - Career Progression At Fox &amp; Sons , part of the Connells Group, we're looking for a highly motivated Senior Estate Agent to complement our fantastic residential sales team as a Senior Sales Negotiator in branch in Peacehaven . A quick look at the role In this role you will be marketing properties and liaising with the local branch networks on Select listings and sales whilst maintaining the highest level of customer service. You will be building rapport with new and existing clients. What's in it for you as our Senior Negotiator? <ul> <li>Industry leading training and development </li> <li>Demonstrable career ladder</li> <li>Compete for top achievers awards </li> <li>Competitive basic salary with uncapped commission </li> <li>Company Car/ Car allowance</li> </ul> Skills and experience required to be a successful Senior Negotiator <ul> <li>Preferably an experienced Estate Agent / Sales Negotiator looking for that step up and progress your career </li> <li>Outstanding customer care / customer service experience</li> <li>Resilient, positive, organised, numerate and detail oriented </li> <li>Excellent verbal and written communication skills</li> <li>A Full UK driving licence holder</li> </ul> Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACS07594

Senior Estate Agent

Estate Agent OTE: £24k, Uncapped Commission, Career Progression We're looking for a highly motivated Estate Agent / Sales Negotiator to complement our fantastic residential sales team in Uckfield working in our well known Freeman Forman estate agency. Why join us as an Estate Agent / Sales Negotiator? <ul> <li>Industry leading training and development </li> <li> Support to gain your Level 3 qualification in your specialist area </li> <li>Demonstrable career ladder</li> <li> Supportive and rewarding environment</li> <li>Compete for top achievers awards </li> <li>Competitive basic salary with uncapped commission </li> </ul> Your role as an Estate Agent / Sales Negotiator The main purpose of the role is to generate and book valuations, conduct property viewings, negotiate offers, agree sales and progress sales through to exchange and completion. You will also be optimising every opportunity to schedule appointments for the branch Mortgage Advisor. Skills and experience required to be a successful Estate Agent / Sales Negotiator <ul> <li>Preferably an experienced sales person</li> <li>Able to generate new business in a target driven environment</li> <li>Outstanding customer care / customer service experience</li> <li>Resilient, positive, organised, numerate and detail oriented </li> <li>Excellent verbal and written communication skills</li> <li> IT literate (MS Office, internet, email systems)</li> <li>A Full UK driving licence and access to your own vehicle</li> </ul> Freeman Forman is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. Don't meet every single requirement? Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. At Connells Group we are dedicated to building a diverse, inclusive and authentic workplace. So, if you're excited about this role but your experience doesn't fit perfectly with every aspect of the job description, we encourage you to apply anyway. You may be just the right candidate for this or other opportunities. EACW06051

Estate Agent

£32,000 - £35,000 Basic Salary + Bonus (10%) + Uncapped Additional Bonuses + Excellent Benefits Package + Career Progression and Development + Hybrid Working Model + All the benefits from working for a world renowned market leading organisation Location: East Sussex - this role is based near Eastbourne so candidates will ideally live in Lewes, Hailsham, Eastbourne, Bexhill, Brighton, Polegate, Seahaven, Horam, Uckfield or other local area. The Role: Joining a world renowned manufacturing company, you will work within the internal sales team and be tasked with managing incoming enquiries to produce quotations, provide project coordination and follow up on sales enquiries to secure the project sale. You will be managing and pursuing multiple enquiries which are related to mechanical fabrication, manufacturing and engineering biased construction for customers across the UK. Although advantageous, we do not need to see technical engineering sales experience as full product training is on offer. We just need to see good motivation, drive and the ability to work in a sales environment. You will play a key pivotal role within the project sales team, coordinating and following up on enquiries having conversations with customers, contractors and suppliers. There is NO COLD CALLING in this job. All enquiries have been made and you are supplying customers with a quote that they have requested; so this is the perfect sales job for someone who enjoys seeing quick sales results working with numerous accounts. This is a career enhancing sales role that offers excellent career development, training and further growth opportunities within an award winning organisation. Candidate Requirements: We are looking for motivated and driven candidates who have very strong communication skills and live locally to the Eastbourne area. You will be excellent at working with customers and able to provide solutions to them in a professional and accurate manor. You will ideally be working in (or have worked previously) within a sales office and have experience speaking to customers, understanding their specific needs and supplying quotes / estimates; before following up to confirm the sale. If you are sales executive, sales coordinator, internal sales engineer, project sales administrator, sales technician, business development manager or similar skilled professional, please forward your CV for immediate consideration. How to apply: Please forward your up to date CV making sure to clearly highlight your most relevant skills and experience.

Sales Executive

32,000 - 35,000 Basic Salary + Bonus (10%) + Uncapped Additional Bonuses + Excellent Benefits Package + Career Progression and Development + Hybrid Working Model + All the benefits from working for a world renowned market leading organisation Location: East Sussex - this role is based near Eastbourne so candidates will ideally live in Lewes, Hailsham, Eastbourne, Bexhill, Brighton, Polegate, Seahaven, Horam, Uckfield or other local area. The Role: Joining a world renowned manufacturing company, you will work within the internal sales team and be tasked with managing incoming enquiries to produce quotations, provide project coordination and follow up on sales enquiries to secure the project sale. You will be managing and pursuing multiple enquiries which are related to mechanical fabrication, manufacturing and engineering biased construction for customers across the UK. Although advantageous, we do not need to see technical engineering sales experience as full product training is on offer. We just need to see good motivation, drive and the ability to work in a sales environment. You will play a key pivotal role within the project sales team, coordinating and following up on enquiries having conversations with customers, contractors and suppliers. There is NO COLD CALLING in this job. All enquiries have been made and you are supplying customers with a quote that they have requested; so this is the perfect sales job for someone who enjoys seeing quick sales results working with numerous accounts. This is a career enhancing sales role that offers excellent career development, training and further growth opportunities within an award winning organisation. Candidate Requirements: We are looking for motivated and driven candidates who have very strong communication skills and live locally to the Eastbourne area. You will be excellent at working with customers and able to provide solutions to them in a professional and accurate manor. You will ideally be working in (or have worked previously) within a sales office and have experience speaking to customers, understanding their specific needs and supplying quotes / estimates; before following up to confirm the sale. If you are sales executive, sales coordinator, internal sales engineer, project sales administrator, sales technician, business development manager or similar skilled professional, please forward your CV for immediate consideration. How to apply: Please forward your up to date CV making sure to clearly highlight your most relevant skills and experience.

Internal Sales Executive

We are recruiting Field Sales Executives promoting the work of some of the country's most prestigious charities. You'll get a basic salary of £25.4K with the opportunity to earn £45K+ in OTE. What you'll get: <ul> <li>£25.4k guaranteed basic salary.</li> <li>Regular incentives and bonus (giving a realistic OTE £45k)</li> <li>Weekly pay.</li> <li>Healthcare plan worth up to £900 per annum.</li> <li>Award winning training and on-going support.</li> <li>Generous referral scheme.</li> <li>Pension plan.</li> <li>Shopping discounts at over 30,000 retailers.</li> <li>Long service awards - includes extra holiday, cash gifts and additional healthcare.</li> <li>Career development opportunities.</li> </ul> Your Role: Join one of the country's most successful face-to-face charity fundraising organisations, speaking to members of the public and signing them up for a regular donation or sponsorship to nationwide charities. We'll provide you with full training, but confidence, resilience and strong communication skills are a must. Your Company: Apply for a role today as a Private Site fundraiser at Charity Link and you'll be working for a company with over 30 years of experience. We are actively searching for people with face-to-face field sales skills to work on behalf of some of the nation's best known and respected charities. When you join Charity Link you'll be part of sales teams with a wealth of experience and who are passionate about fundraising. We believe this is due to the support we give, and the understanding that the hard work you do should be recognised more than financially but with opportunities for career progression and provision of a strong all-round package for our people and teams. Life as a charity fundraiser is an exciting one. If you're confident, optimistic, resilient and love talking to people, this could be your next role! At Charity Link, we believe that diverse teams drive stronger results, foster innovation, and create a more inclusive world. We are committed to building a workforce that reflects the communities we serve and ensuring that everyone-regardless of background, identity, or lived experience-feels valued, respected, and empowered to thrive. Equity and fairness are at the heart of our recruitment process. We actively seek to remove barriers, challenge bias, and provide equal opportunities for all candidates. Whether you're new to the sector or bringing years of experience, we welcome passionate individuals who share our commitment to making a difference. Apply now and take your next step as a charity field sales executive for Charity Link.

Commercial Ancillary Manager page is loaded  Commercial Ancillary Managerlocations: Remote Locationtime type: Full timeposted on: Posted Todayjob requisition id: Job Title: Commercial Ancillary Manager Location: Leicester / London / Bexhill / Remote/Hybrid Welcome to Hastings Direct We're a digital insurance provider with a clear strategy to become the best and biggest player in the UK market. As a company, we've made huge investments in our technology, pricing, data and analytics capabilities over the past few years, along with nurturing our 4Cs culture and substantial investment in our people. And as a Finance team, we're doing exactly the same - building a market leading finance technology platform, investing in our team and our approach to leadership development, with a real focus on commercially adding value to the business.The fact you're now reading this job advert means we've tempted you to find out more about . If you like what you see, we hope you'll consider joining our team.We have high standards and understand some people may not apply for jobs unless they feel they tick every box. If you're excited about joining us and think you have some of what we are looking for, even if you're not 100% sure, we would love to hear from you. Role overview Product owner for a range of products within Hastings' Ancillary portfolio, with responsibility for all customer and commercial outcomes. Analyse performance using data and insights to identify opportunities for enhancements to products and pricing; developing and implementing strategies for ancillary products, driving long term profitability: delivering fair value whilst acting in the best interests of our customers. Accountabilities Management of strong relationships with our ancillary partners ensuring we effectively manage commercial and contractual relations and customer outcomes to ensure long-standing, mutually beneficial partnerships Responsible for trading performance and customer value outcomes and monitoring of trends and future risks and holding partners to account for delivery against these Responsible for the delivery of good customer outcomes; effective monitoring of customer value and mitigation of potential customer detriment; input to the completion of annual product review &amp; value assessment; and reporting to OpCo / Conduct Committee. Delivery of strategic and tactical initiatives to improve commercial and customer outcomes (including product proposition and pricing reviews, claims process reviews, sales and in life journeys). Working in partnership with other business functions including Pricing, Operations, Claims, IT and Digital &amp; Marketing Strong response to net rate reviews with ability to challenge rating increases based on analysis of claims and loss ratio performance/forecasts Lead, develop and implement Ancillary Product development strategies (Provider / product / pricing / processes) to support the commercial performance whilst ensuring fair consumer value, regulatory compliance and reputational integrity Lead Ancillary Partner strategy with responsibility for the selection, oversight and performance of Ancillary providers for allocated products Support the rectification of any commercial or operational issues. Engaging with colleagues across the business and third party partners to collaboratively resolve issues Support development of new products and propositions as these are developed and introduced. Working across the organisation to look at wider opportunities within the ancillary value chain Essential skills/experience: Experience of working with highly regulated General Insurance products ideally within ancillary or claims function Results-oriented, with drive to deliver against commercial and customer targets Strong numerical reasoning with data analysis Commercial focus and ability to drive strong negotiations that deliver benefits to all parties. Innovative and driven - able to seek out opportunities to disrupt and innovate while also incrementally evolving current practices; Strong stakeholder management experience, within a fast-paced, matrixed environment. Able to build strong connections with other functions to embed strategy and support delivery of trading outcomes Interview Process: 1st Round - Intro call with Hiring manager + 12nd Round - Case study round followed by call with Hiring leader What we will give you: Join us and you'll find a different way of doing things. We call it the 4Cs. We focus on getting it right for our colleagues, customers, company and community. As one of our colleagues, you'll be helping to drive our growth, so in return, we'll give you all the support, training and development you need. Not to mention plenty of recognition and rewards, and the scope to voice your ideas and put them into practice.As a Disability Confident employer, we're committed to ensuring our recruitment processes are fully inclusive - what this means to you is if you're applying for a job with us, you'll have fair access to support and adjustments throughout your recruitment journey. We also welcome applications through the Disability Confident Scheme (DCS).For more information on the DCS, please visit our inclusive business page on our careers website Benefits: in addition to a competitive salary and £5k car allowance you will also receive Flexible working - we champion a flexible hybrid working approach - please speak to your recruiter to discuss in more detail Competitive bonus scheme - all colleagues are eligible for our annual 4Cs performance bonus Physical wellbeing - as a Band 4 colleague, Hastings pay for you to receive private medical Insurance (also known as PMI). This gives you flexibility and convenience to see a specialist or consultant and allows you to decide when and where you will be seen Financial wellbeing - as well as providing you with 4x your salary with our life assurance cover, income protection at no extra cost, and matched pension contributions up to 10%, we are proud to provide you with an award-winning package which includes - discounts, cashback, free independent mortgage advice and free access to financial wellbeing support Mental wellbeing programme - we have the thrive mental health app, our colleague assistance programme available 24/7, our own in-house mental health first aiders, support groups and a dedicated team to make sure we are covering your needs There's more! - 27 days annual leave + bank holidays, with the option to buy or sell one of your weeks, access to our health care cash back plans, dental plans, discounted health assessments, Cycle to work and tech schemes, discounted and free onsite facilities, social events throughout the year and much more .Join us and you'll find a different way of doing things. We call it the 4Cs. We focus on getting it right for our colleagues, customers, company and community. As one of our colleagues, you'll be helping to drive our growth, so in return, we'll give you all the support, training and development you need. Our 4Cs principles are simple: we believe by creating the right culture for our colleagues and giving them the right tools to do their job, we'll deliver good outcomes for every customer, helping us to grow the company profitably and sustainably and allowing us to invest in the communities we serve.Hastings Group is an equal opportunities employer which means we treat people fairly. We welcome applications from all suitably skilled persons regardless of their gender, age, race, disability, ethnic background, religion/belief, sexual orientation, gender reassignment or marital/family status. Please also note that we have a thorough referencing process, which includes credit and criminal record checks.At Hastings Direct, we're committed to creating an inclusive environment where everyone has the opportunity

23 Admin, Secretarial & PA Jobs in Bexhill, Bexhill-on-Sea, UK