Financial Services Specialist

6 hours ago


Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

Up to £45k DOE


Cathedral Appointments | South West Recruitment is seeking a skilled Financial Services Specialist to join their team based in the South West region.


Key Responsibilities:

  • Receiving instructions from advisers following client meetings and analyzing data to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken and loading cases onto relevant platforms in a suitable manner
  • Collaborating with the team to deliver effective and positive communication and demonstrating competent use of IT


Requirements:

  • Level 4 Diploma in Financial Services and ideally working towards Level 6
  • Demonstrate practical awareness and up-to-date knowledge of retail financial products
  • Deliver effective and positive communication and demonstrate competent use of IT


Benefits:

  • Up to £45k DOE
  • 25 days annual leave + bank holidays
  • Pension Scheme 3% employer contribution
  • SSP
  • DIS x 2 salary


Contact: Clodagh Murphy, Recruitment Consultant



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