229 Investment Sales jobs in the United Kingdom

RWinvest is an award-winning market leader in UK property investment. Since 2004 we have successfully built a reputation for delivering exciting and profitable residential developments to offer investors in the UK and across the globe.

There has never been a better time to join RWinvest, last month some of our sales consultants achieved record sales and our new starters are flying.

What’s in it for you?

• Uncapped commission – An extremely generous 10% Commission on all sales
• Monthly additional bonus incentive for hitting set KPI’s
• Additional quarterly incentive holiday/cash bonus
• Competitive basic Salary
• These FOUR financial layers mean you could expect to realistically earn in excess of £70,000 a year - i f you can sell products or services for a few thousand pounds, imagine the rewards for selling property for £50,000 - 00,000! We believe the property investment sector will continue to grow and this is an ideal opportunity for excellent sales professionals to move into a buoyant sector!
• RWinvest provide exceptional training, starting with a full 2-week RWinvest training program delivered by our directors and managers. This covers all aspects of property investment sales, systems, product knowledge and how to be successful in the role. In addition, all our sales managers have been promoted from sales consultant. They are highly supportive and effective role models, providing ongoing training and coaching. We also invest in the most sophisticated systems to provide hot leads, a well-maintained database and user-friendly CRM.

Requirements

If you are a top performer in selling considered purchases, where a consultative approach is crucial, it is likely your skills and experience are transferable to selling our highly attractive property investments. Our best performers have come from a wide range of industries, such as travel, financial services, car sales, recruitment, media sales etc. We are open to background, what is most important to us is the following:

Hard-working – Our best performers have great sales flair and customer focus, but also work hard!

Positive Attitude – Sales is a tough job and we want people who have passion, enthusiasm and the ability to build rapport and trust with all internal and external stakeholders.

Sales Ability – Influencing and advising customers on the best possible investments, overcoming objections, negotiating prices and payment terms.

Resilience – Handling rejections, overcoming objections and setbacks and dealing with the highs and lows!

Communication Skills – Exceptional verbal and written communication skills, over the phone/email and face to face

Benefits

• Company events
• Company pension
• Health Insurance

Supplemental pay types:

• Monthly Bonus scheme
• Monthly Commission
• Quarterly Bonus

A truly exceptional, one-off opportunity for a tenacious sales person, ideally with some property experience to join a rapidly growing property investment business within their office in Chester. My clients are going through an exciting period of growth and are keen to add a tenacious, driven property investment sales person to their team.  

Property Investment Sales Consultant Benefits:

• £30k - £5k basic salary depending on level and experience.
• 00k - 50k OTE Y1, 50k + Y2 onwards.
• Company pension scheme
• Parking on site / Parking permit
• Loads of team socials
• Progression opportunities
• Private medical insurance
• Free travel
• Gym membership
• Wellness programme
• Fun working environment
• Clear progression structure
• Bespoke employee benefits package
• Cycle to work scheme

The successful candidate will be dealing with both national and international clients, advising them with a heavy focus on UK residential markets. As such, the ability to rapport build, wear multiple hats and be able to adapt your approach dependent on clientele is essential.

Property Investment Sales Consultant – Duties and responsibilities

• Engaging with potential clients, understanding their requirements.
• Responding to customer enquiries and providing comprehensive feedback.
• Negotiating deals and closing clients.
• Booking and attending virtual meetings.
• Assist with training programmes.
• Managing a client pipeline and subsequent relationships.

Property Investment Consultant – Experience Needed

• 3 + years sales experience.
• Proven track record of being a high level performer.
• Property industry knowledge and interest in global financial markets.
• Ambitious and driven.
• Good level of proficiency in Microsoft packages.
• Competitive with the ability to thrive in a team environment.
• Confident and clear communicator.

This is a great opportunity for a passionate candidate to take the ultimate step in their property career.

INDNH

Business Development u2013 Investment Associate Partner

Are you ready to lead within a growing sales environment? This Associate Partner opportunity places you at the heart of our DB Investment sales team, providing you with a pivotal leadership role and the chance to demonstrate and expand your established network to drive new business wins and deliver growth.



The role is varied and offers the opportunity to own and lead high-impact client and market opportunities, drive strategic sales initiatives, and play a visible part in wider Aon activities. This role will be based in London, 3 days a week in the office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like


You will take ownership of leading new business opportunities for the DB Sales team, driving the end-to-end sales process from initial client engagement and solution design through to pitch and closure.


Drawing on your deep understanding of our investment solutions and your established connections, you will ensure that RFPs and pitches for our most strategically important opportunities are of exceptional quality, highly tailored, and position Aon as a market leader.


You will be responsible for initiating and owning key client conversations, leading meetings and presentations, and ensuring that all partners are engaged and aligned throughout the sales journey.


You will mentor and develop team members, fostering a collaborative, high-performing culture and supporting their growth. As a senior leader, you will drive engagement with internal stakeholders, cultivate positive relationships, and identify and convert new opportunities across Aonu2019s client base.


You will also contribute to the teamu2019s efforts in building relationships with Third Party Evaluators and Professional Trustees to support new business generation. Additionally, you will play a key role in broader initiatives as they emerge in the fast-paced, innovative Investment Business.



How this opportunity is different

We have bold growth targets in the Investment Business, and as an Associate Partner you will be leading from the frontu2014owning key opportunities, driving new business wins, and helping to shape the future of our team.



This role offers exceptional growth potential and exposure to a wide range of senior internal and external partners. You will be instrumental in expanding our client base and market presence, using your existing network and expertise. We value your leadership, input, and new ideas to help us grow!



We are an open minded team and will value your input and new ideas to help us grow!

Skills and experience that will lead to success


To be successful in this role you will need:


In-depth knowledge of the DB pension investment market, with established relationships across the industry


Significant experience in a sales leadership role, including end-to-end ownership of both large, complex and smaller opportunities, with a consistent record of driving new business wins


Demonstrable ability to lead and influence internal & external stakeholders to create and convert opportunities


Excellent communication and presentation skills, with a strong executive presence


Ability to work independently and collaboratively, while setting direction in a dynamic, fast-paced environment


Strategic thinking and a proactive approach to driving improvements in sales processes and client engagement


Leadership qualities with the ability to mentor, develop and guide team members



How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working!



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.



Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.



Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.



We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#LI-NW1 Business Development u2013 Investment Associate Partner

Are you ready to lead within a growing sales environment? This Associate Partner opportunity places you at the heart of our DB Investment sales team, providing you with a pivotal leadership role and the chance to demonstrate and expand your established network to drive new business wins and deliver growth.



The role is varied and offers the opportunity to own and lead high-impact client and market opportunities, drive strategic sales initiatives, and play a visible part in wider Aon activities. This role will be based in London, 3 days a week in the office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like


You will take ownership of leading new business opportunities for the DB Sales team, driving the end-to-end sales process from initial client engagement and solution design through to pitch and closure.


Drawing on your deep understanding of our investment solutions and your established connections, you will ensure that RFPs and pitches for our most strategically important opportunities are of exceptional quality, highly tailored, and position Aon as a market leader.


You will be responsible for initiating and owning key client conversations, leading meetings and presentations, and ensuring that all partners are engaged and aligned throughout the sales journey.


You will mentor and develop team members, fostering a collaborative, high-performing culture and supporting their growth. As a senior leader, you will drive engagement with internal stakeholders, cultivate positive relationships, and identify and convert new opportunities across Aonu2019s client base.


You will also contribute to the teamu2019s efforts in building relationships with Third Party Evaluators and Professional Trustees to support new business generation. Additionally, you will play a key role in broader initiatives as they emerge in the fast-paced, innovative Investment Business.



How this opportunity is different

We have bold growth targets in the Investment Business, and as an Associate Partner you will be leading from the frontu2014owning key opportunities, driving new business wins, and helping to shape the future of our team.



This role offers exceptional growth potential and exposure to a wide range of senior internal and external partners. You will be instrumental in expanding our client base and market presence, using your existing network and expertise. We value your leadership, input, and new ideas to help us grow!



We are an open minded team and will value your input and new ideas to help us grow!

Skills and experience that will lead to success


To be successful in this role you will need:


In-depth knowledge of the DB pension investment market, with established relationships across the industry


Significant experience in a sales leadership role, including end-to-end ownership of both large, complex and smaller opportunities, with a consistent record of driving new business wins


Demonstrable ability to lead and influence internal & external stakeholders to create and convert opportunities


Excellent communication and presentation skills, with a strong executive presence


Ability to work independently and collaboratively, while setting direction in a dynamic, fast-paced environment


Strategic thinking and a proactive approach to driving improvements in sales processes and client engagement


Leadership qualities with the ability to mentor, develop and guide team members



How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working!



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.



Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.



Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.



We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#LI-NW1

Business Development u2013 Investment Associate Partner

Are you ready to lead within a growing sales environment? This Associate Partner opportunity places you at the heart of our DB Investment sales team, providing you with a pivotal leadership role and the chance to demonstrate and expand your established network to drive new business wins and deliver growth.



The role is varied and offers the opportunity to own and lead high-impact client and market opportunities, drive strategic sales initiatives, and play a visible part in wider Aon activities. This role will be based in London, 3 days a week in the office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like


You will take ownership of leading new business opportunities for the DB Sales team, driving the end-to-end sales process from initial client engagement and solution design through to pitch and closure.


Drawing on your deep understanding of our investment solutions and your established connections, you will ensure that RFPs and pitches for our most strategically important opportunities are of exceptional quality, highly tailored, and position Aon as a market leader.


You will be responsible for initiating and owning key client conversations, leading meetings and presentations, and ensuring that all partners are engaged and aligned throughout the sales journey.


You will mentor and develop team members, fostering a collaborative, high-performing culture and supporting their growth. As a senior leader, you will drive engagement with internal stakeholders, cultivate positive relationships, and identify and convert new opportunities across Aonu2019s client base.


You will also contribute to the teamu2019s efforts in building relationships with Third Party Evaluators and Professional Trustees to support new business generation. Additionally, you will play a key role in broader initiatives as they emerge in the fast-paced, innovative Investment Business.



How this opportunity is different

We have bold growth targets in the Investment Business, and as an Associate Partner you will be leading from the frontu2014owning key opportunities, driving new business wins, and helping to shape the future of our team.



This role offers exceptional growth potential and exposure to a wide range of senior internal and external partners. You will be instrumental in expanding our client base and market presence, using your existing network and expertise. We value your leadership, input, and new ideas to help us grow!



We are an open minded team and will value your input and new ideas to help us grow!

Skills and experience that will lead to success


To be successful in this role you will need:


In-depth knowledge of the DB pension investment market, with established relationships across the industry


Significant experience in a sales leadership role, including end-to-end ownership of both large, complex and smaller opportunities, with a consistent record of driving new business wins


Demonstrable ability to lead and influence internal & external stakeholders to create and convert opportunities


Excellent communication and presentation skills, with a strong executive presence


Ability to work independently and collaboratively, while setting direction in a dynamic, fast-paced environment


Strategic thinking and a proactive approach to driving improvements in sales processes and client engagement


Leadership qualities with the ability to mentor, develop and guide team members



How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working!



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.



Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.



Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.



We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#LI-NW1 Business Development u2013 Investment Associate Partner

Are you ready to lead within a growing sales environment? This Associate Partner opportunity places you at the heart of our DB Investment sales team, providing you with a pivotal leadership role and the chance to demonstrate and expand your established network to drive new business wins and deliver growth.



The role is varied and offers the opportunity to own and lead high-impact client and market opportunities, drive strategic sales initiatives, and play a visible part in wider Aon activities. This role will be based in London, 3 days a week in the office.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.



As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

What the day will look like


You will take ownership of leading new business opportunities for the DB Sales team, driving the end-to-end sales process from initial client engagement and solution design through to pitch and closure.


Drawing on your deep understanding of our investment solutions and your established connections, you will ensure that RFPs and pitches for our most strategically important opportunities are of exceptional quality, highly tailored, and position Aon as a market leader.


You will be responsible for initiating and owning key client conversations, leading meetings and presentations, and ensuring that all partners are engaged and aligned throughout the sales journey.


You will mentor and develop team members, fostering a collaborative, high-performing culture and supporting their growth. As a senior leader, you will drive engagement with internal stakeholders, cultivate positive relationships, and identify and convert new opportunities across Aonu2019s client base.


You will also contribute to the teamu2019s efforts in building relationships with Third Party Evaluators and Professional Trustees to support new business generation. Additionally, you will play a key role in broader initiatives as they emerge in the fast-paced, innovative Investment Business.



How this opportunity is different

We have bold growth targets in the Investment Business, and as an Associate Partner you will be leading from the frontu2014owning key opportunities, driving new business wins, and helping to shape the future of our team.



This role offers exceptional growth potential and exposure to a wide range of senior internal and external partners. You will be instrumental in expanding our client base and market presence, using your existing network and expertise. We value your leadership, input, and new ideas to help us grow!



We are an open minded team and will value your input and new ideas to help us grow!

Skills and experience that will lead to success


To be successful in this role you will need:


In-depth knowledge of the DB pension investment market, with established relationships across the industry


Significant experience in a sales leadership role, including end-to-end ownership of both large, complex and smaller opportunities, with a consistent record of driving new business wins


Demonstrable ability to lead and influence internal & external stakeholders to create and convert opportunities


Excellent communication and presentation skills, with a strong executive presence


Ability to work independently and collaboratively, while setting direction in a dynamic, fast-paced environment


Strategic thinking and a proactive approach to driving improvements in sales processes and client engagement


Leadership qualities with the ability to mentor, develop and guide team members



How we support our colleagues

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two u201cGlobal Wellbeing Daysu201d each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work. and we are all for it. We call this Smart Working!



Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.



Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.



Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.



We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email

#LI-NW1

Property Investment Sales Consultant - London
Monday - Friday 9am-5:30pm 

As a Property Investment Consultant  you will qualifying new clients, manage existing clients while understanding their criteria and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them.

• Qualify new warm leads
• Learn and understand each development
• Negotiate Sales of residential property
• Negotiate the selling of property for investment purposes
• Conduct viewings of residential property to prospective buyers
• Convert viewings to offers
• Conduct over the phone sales for international buyers
• Meet agreed performance and sales targets
• Working with the UK's leading property developers

What you'll Bring:

• Experience in fast paced sales environment
• Proven billings from previous sales roles
• Previous property sales experience desirable but not essential  

£30K + Commission (£80,000 1st year OTE)

APPLY TODAY to be considered and a member of our team will be in touch. If you’d like more information, get in touch with Team Property at Integro Partners who will be happy to help.

Disclaimer
Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role

Property Investment Sales Consultant - London
Monday - Friday 9am-5:30pm 

As a Property Investment Consultant  you will qualifying new clients, manage existing clients while understanding their criteria and matching their criteria with one of our listed properties with the hope of generating sales. The candidate will also be working with property investors, understanding their investment trends and finding the best high yielding properties within our portfolio to offer them.

• Qualify new warm leads
• Learn and understand each development
• Negotiate Sales of residential property
• Negotiate the selling of property for investment purposes
• Conduct viewings of residential property to prospective buyers
• Convert viewings to offers
• Conduct over the phone sales for international buyers
• Meet agreed performance and sales targets
• Working with the UK's leading property developers

What you'll Bring:

• Experience in fast paced sales environment
• Proven billings from previous sales roles
• Previous property sales experience desirable but not essential  

£30K + Commission (£80,000 1st year OTE)

APPLY TODAY to be considered and a member of our team will be in touch. If you’d like more information, get in touch with Team Property at Integro Partners who will be happy to help.

Disclaimer
Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role

Why work for us?
A career at Janus Henderson is more than a job, it's about investing in a brighter future together.
Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.
Our Values are key to driving our success, and are at the heart of everything we do:
Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust
If our mission, values, and purpose align with your own, we would love to hear from you!
Your opportunity
+ Working with the Head of Investment Trust Sales to devise and execute a sales strategy for set investment trust(s) suited to professional investors.
+ To combine a keen interest of markets with in-depth product knowledge to achieve excellent professional investor relationships across the UK.
+ To represent the viewpoints of the fund manager(s) in a timely manner to investors, via a variety of mediums, recognizing individual stock stories and or opportunities for the asset class.
+ To organize key client meetings or events for fund managers.
+ To work with service providers and other stakeholders to promote the trust(s).
+ Build relationships with the boards of respective trust(s) reporting on all activity formally and informally, providing feedback and context.
+ To lead on ad-hoc client projects as required.
+ Working with a dedicated marketing team, PR manager and content manager to input into a consistent sales message.
+ Actively work with other members of the Investment Trust team to deal with information requests, incoming calls and emails.
+ Lead investor relations activity with professional investors for communication of corporate actions and other company events
+ Carry out duties as assigned
What to expect when you join our firm
+ Hybrid working and reasonable accommodations
+ Generous Holiday policies
+ Excellent Health and Wellbeing benefits including corporate membership to ClassPass
+ Paid volunteer time to step away from your desk and into the community
+ Support to grow through professional development courses, tuition/qualification reimbursement and more
+ Maternal/paternal leave benefits and family services
+ Complimentary subscription to Headspace - the mindfulness app
+ All employee events including networking opportunities and social activities
+ Lunch allowance for use within our subsidized onsite canteen
Must have skills
+ Strong knowledge of the investment trust sector, the technical features of trusts including the advantages and disadvantages of the structure.
+ Knowledge of markets to at least IMC standard.
+ Existing client relationships combined with evidence of growing or retaining assets under management in a consolidating and competitive market.
+ A natural forward planner with evidence of leading a campaign and critical assessment of it's success.
+ Strong presentation skills and ability to adapt messaging to suit a different investor type.
+ Business and Interpersonal Skills: An excellent communicator demonstrating resourcefulness and ability to grow a network.
+ Computer skills: Adept in use of MS Office 2000 or later, particularly Excel, PowerPoint and Word, Internet. Email and ideally have knowledge of database management.
+ Literacy and Numeracy: Ability to demonstrate a high level of literacy. Able to understand pricing calculations and basic business finance
Nice to have skills
+ Some knowledge of using a CRM system (Salesforce ideally).
+ Credible and comfortable in dealing with senior company executives.
+ Demonstrable use of social media.
Supervisory responsibilities
+ No
Potential for growth
+ Mentoring
+ Leadership development programs
+ Regular training
+ Career development services
+ Continuing education courses
For those in scope of Knowledge & Competence (MiFID II)
+ Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets
+ Understanding of issues relating to market abuse and anti-money laundering
+ Annual attestation
You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role
At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at
LI-GL1 #LI-Hybrid
Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion).
All applicants must be willing to comply with the provisions of Janus Henderson Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. Janus Henderson is an equal opportunity /Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. 

Specifically you'll be responsible for:

• New business processing (investments, pensions, mortgages & life).
li>Valuations.
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Providing quotes using exchange and platforms.
• Dealing with policy enquiries.
• Telephone and reception duties as required.
• General Admin support including handling post and typing.

The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm.  You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal.  If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

We are looking to recruit for a Client services Manager / Senior finance administrator to provide a professional, friendly and efficient first point of contact for clients, prospects and visitors, ensuring a seamless client experience while supporting Financial Planners and the wider team with diary management, client servicing, compliance and general administration.

Key Responsibilities

• Act as the first point of contact for all incoming calls, emails, and in-person enquiries.
• Meet and greet clients and guests on arrival at the office.
• Organise client and prospective client meetings, managing all Financial Planner's diaries effectively.
• Prepare and issue client documentation before and after meetings in line with business processes.
• Attend client meetings when required.
• Ensure action points from meetings are recorded, allocated, and completed promptly.
• Open and maintain client files to required compliance standards.
• Complete Anti-Money Laundering (AML) checks.
• Prepare and check client meeting packs in advance, keeping diaries updated with amendments.
• Ensure all professional logs are up to date, highlighting and chasing any outstanding documents.
• Complete checklists, scan and file documentation to the back-office system.
• Provide weekly Management Information to the Practice/Operations Manager.
• Support with internal events (e.g., annual client Christmas event).
• Open, log, scan and allocate all incoming post.
• Manage Financial Planner's general queries, calls and invitations.
• Attend and record weekly team meetings and quarterly open forum meetings.

Skills & Experience

• Previous experience in a client-facing or administrative role, ideally within financial services or a professional office environment.
• Strong organisational skills with the ability to manage multiple diaries and competing priorities.
• Excellent communication skills (written, verbal and in-person).
• High attention to detail and accuracy.
• Proficient in Microsoft Office and comfortable with CRM/back-office systems.
• Professional, approachable, and discreet in handling sensitive information.
• Client-focused with a proactive, "can-do" attitude.
• Friendly, professional and confident in dealing with clients and colleagues.
• Team player with the ability to work independently when required.
• Reliable, trustworthy and conscientious.
• Car driver.

A fantastic benefits package including -

• 4 day working week.
• 28 days holiday per year plus bank holiday (reduced by 20% due to 4-day week).
• 1 week off for Christmas, not taken from your annual leave entitlement.
• Company pension scheme (after 3 months).
• Private Medical Insurance (after 12 months).
• Summer & Christmas bonus based on company performance.
• Team away days and social events throughout the year.
• Supporting, friendly team with opportunities to progress.