Jobs Vacancies Westmorland and Furness

Reed are excited to be working with a great local company who are looking to add a Sales Support person to their team. You will have a key role in meeting customer expectations and managing the workload of assigned sales team members. Your responsibilities will include all basic customer and branch queries, order paperwork through to escalation of more complex queries when sales staff are out of the office, always ensuring a timely resolution. To Process Customer and Branch Sales and Purchase Orders for assigned sales team members. To buffer overflow incoming calls for sales team and to handle all cash sales at the door by taking down order request information and liaising with sales team members To maintain and organise sales and purchasing files for sales team. Contract review and expediting of incoming and outgoing orders and test certs. Key liaison with stock room/warehouse for order, despatch expediting Branch liaison for order progress, certs chasing and wagon loading Manage Complaints and Returns of stock for sales team and make sure all followed up, errors entered and passed for credit. Arrange appointments for sales visits where required To work within and follow quality management procedures in line with IS 9001 Attend meetings and contribute to company strategy and policy-making as required. Any other duties as required by the company If you are interested in this position then please apply now

Our client is operating in the Wealth Management space and are looking for a Senior Pensions Paraplanning Manager to lead and develop the team. The role will involve: Supervise members of the paraplanning team, monitor workflows and quality of output. Mentor, train, and support Paraplanners. Support Financial Advisers with research and analysis to meet client needs and objectives. Provide pensions technical support to the Financial Advisers within the business ensuring advice is suitable and compliant with FCA rules. Maintain a good understanding of pension providers and products across the UK marketplace. Review and update Fact Finds thoroughly to ensure all information to provide basis of advice is available, in a clear format and correct. Review the accompanying recommendation instruction to ensure it is suitable to the client’s needs and objectives, meets the client’s risk profile, is affordable and that the instruction is completed in full checking for errors and omissions. Prepare Financial Plans / Reports and Suitability Letters in the appropriate time frame. Prepare and collate accompanying documentation to support the recommendation and justify the provider and product suitability. Provide suitability/report and accompanying documentation to Financial Advisers with any specific notes that may help when presenting to clients. Prepare cashflow modelling reports to assist with client retirement planning. Assist with client meetings when required, including taking notes and following up on any actions required. Manage your own workflow and carry out all tasks in a manner consistent with compliance procedures. Carry out the above in a timely fashion to meet deadlines. Review, enhance and streamline paraplanning processes, systems, and procedures to increase efficiencies in the paraplanning team. Comply with FCA, Compliance Department, Treating Customers Friendly, Anti Money Laundering Regulations. Assist with good customer outcomes and with particular refere