13 Financial Services Sales And Management jobs in Bristol.

Hiring now: Biz Development Mgr @ Elavon, Retail Support Exec @ Future, Arrears Exec @ Tandem, Corporate Account Sales S @ Univar Eur, Private Client Tax Asst M @ Sw, Biz Development Mgr @ Together, Client Support Team Membe @ Titan Weal, Financial Adviser Support @ Titan Weal, Client Support Team Membe @ Titan Weal, Client Admin @ Evelyn Par.Explore more at jobswithgpt.com.

🔥 Skills

Business Development (4) Private Client Tax (3) wealth management (3) employee benefits (3) retirement planning (3) strategic acquisitions (3) compliance (2) Compliance (2) Key Accounts (2) Secured Lending (2)

đź“Ť Locations

Bristol (9) Cardiff (2) Newport (1) Caerphilly (1)
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Elavon

Business Development Manager Newport
Skills & Focus: Business Development, sales, merchant services, commission, customer relationships, pipeline management, targets, commercial conversations, reporting, compliance
About the Company: Elavon is part of US Bank Corporation and a direct acquirer, helping more than one million customers around the world grow their business through payments. The…
Experience: Previous experience working within the Merchant Service sector.
Salary: ÂŁ33,000
Type: Full-time
Benefits: Uncapped earning potential, car allowance, 20 days of annual leave plus bank holidays, pension plan, life assurance, em…

Future

Retail Support Executive Cardiff
Skills & Focus: retail team, commercial deals, planning support, sales objectives, invoice processing, compliance levels, organizational skills, customer engagement, problem solving, communication skills
About the Company: We’re Future, the global leader in specialist media. With over 3,000 employees working across 200+ media brands, Future is a prime destination for passionate p…
Experience: Experience of Google sheets/docs/slides; Excellent attention to detail; Ability to meet deadlines; Passion for retail; Problem-solving ability
Salary: ÂŁ25,000 - ÂŁ25,000
Type: Hybrid
Benefits: Uncapped leave, profit-sharing bonus, referral rewards, wellbeing support, opportunity to purchase shares in Future, Sh…

Tandem

Arrears Executive Cardiff
Skills & Focus: Arrears management, Customer service, FCA regulations, Negotiation, Financial difficulty, Regulatory compliance, Customer complaints, Income and Expenditure assessments, Forbearance options, Mortgage products
About the Company: Tandem is the UK's greener digital bank on a bold quest to revolutionise the way we save, borrow, spend, and share – all while nurturing our planet, our people…
Experience: Previous experience in financial services
Salary: up to ÂŁ29,000 and up to 20% bonus and benefits
Type: Full-time
Benefits: 25 days annual leave plus 8 days Bank Holiday, healthcare cash plan, electric vehicle salary sacrifice scheme, cycle to…

Univar Europe Ltd.

Corporate Account Sales Specialist Caerphilly
Skills & Focus: Sales Support, Corporate Accounts, Pricing Analysis, Customer Service, Stakeholder Collaboration, Order Management, Margin Investigation, Data Integrity, Sustainable Solutions, Analytical Skills
About the Company: Univar Solutions is a leading, global distributor of chemicals and ingredients essential to the safety, health, and wellbeing of our daily lives - from life-sa…
Experience: 3+ years’ experience in Chemical Distribution
Type: Hybrid – 2 days in office/3 days remote
Benefits: Total Rewards package that includes market aligned pay and incentives as well as a diverse benefits offering to support…

S&W

Private Client Tax Assistant Manager Bristol
Skills & Focus: Private Client Tax, Advisory, Compliance, Tax Planning, Client Relationships, Financial Performance, Business Development, Networking, Professional Qualifications, Client-Focused
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 …
Experience: Experience within a professional services or accountancy firm, ideally in a private client tax environment.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role depende…

Together

Business Development Manager Bristol
Skills & Focus: Business Development, Key Accounts, Secured Lending, Relationship Management, Sales Effectiveness, Market Analysis, Account Strategy, Negotiation Skills, Pipeline Management, Customer Outcome
About the Company: We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approac…
Experience: Proven business to business development with larger Key Accounts. Experience of working within a secured lending environment.
Type: Full-time
Benefits: 26 days holiday plus a day off for birthday, bank holidays, free access to company holiday homes, buy & sell holidays, …

Titan Wealth Partners (Twp)

Client Support Team Member Bristol
Skills & Focus: client support, customer service, wealth management, employee benefits, retirement planning, Group Risk, Healthcare schemes, market assessment, strategic acquisitions, financial goals
About the Company: Titan Wealth Partners (TWP) is a subsidiary of Titan Wealth, focused on providing best-in-class advice on wealth management, employee benefits, and retirement …
Experience: Experience in customer service or financial services preferred
Type: Full-time

S&W

Director - Private Client Tax Bristol
Skills & Focus: Private Client Tax, client relationships, business opportunities, strategic advice, quality control, compliance, risk management, financial management, staff development, commercial awareness
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 …
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role depende…

Titan Wealth Partners

Financial Adviser Support Bristol
Skills & Focus: financial planning, investment management, employee benefits, retirement planning, financial advisers, FCA rules, product advice, wealth management, strategic acquisitions, private equity
About the Company: Titan Wealth Partners (TWP) is a subsidiary of Titan Wealth. Our focus is providing best-in-class advice on wealth management, employee benefits, and retiremen…
Type: Full-time

Titan Wealth

Client Support Team Member Bristol
Skills & Focus: client support, customer service, Group Risk, Healthcare schemes, market assessment, financial goals, wealth management, employee benefits, retirement planning, strategic acquisitions
About the Company: Titan Wealth provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, tradi…
Type: Full-time

S&W

Director - Private Client Tax Bristol
Skills & Focus: Private Client Tax, Client advice, Client Liaison, Grow the team, Quality control, Compliance, Risk Management, Financial Management, Staff Management, Development
About the Company: As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and s…
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model, Generous hol…

Together

Business Development Manager Bristol
Skills & Focus: Business Development, Key Accounts, Secured Lending, Mortgage, Sales, Performance Management, Relationship Management, Market Knowledge, Target Achievement, Stakeholder Engagement
About the Company: We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approac…
Experience: Proven business to business development with larger Key Accounts; Experience of working within a secured lending environment, with a strong understanding and knowledge of the secured lending intermediary market.
Type: Full-time
Benefits: 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays; Free access …

Evelyn Partners

Client Administrator Bristol
Skills & Focus: administrative support, client experience, Financial Planners, Investment Managers, client outcomes, relationships, operational teams, meeting packs, business pitches, back-office systems
Type: Hybrid
Benefits: Structured training programme, ongoing professional development, collaboration with experienced Investment Managers