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Financial Services Specialist
2 months ago
About Bond Rec: Our client is a leading provider of financial services with a global presence. We are seeking a skilled Financial Services Specialist to join our team at our Head Offices in Ellesmere Port. The successful candidate will work with well-known international actuarial and pension trustee firms to advise former UK pension members on enhanced transfer value offers. Key Responsibilities:
* Provide compliant advice to clients in accordance with our firm's procedures and the Financial Services and Markets Act 2000.
* Comply with relevant FCA rules, statements of principle, and codes of practice.
* Maintain high standards of performance and provide timely financial review services to existing clients.
* Ensure adherence to our firm's compliance, TCF, T&C, and financial crime procedures.
What We Offer: A competitive salary and bonus package for the successful candidate. If you are a motivated and experienced professional looking for a new challenge, please apply today.
