Financial Services Consultant

1 week ago


Midlothian, United Kingdom Astral Recruitment Full time

Astral Recruitment is seeking a highly skilled Equity Release Broker to join our client's dynamic sales team. As a leading Equity Release Brokerage in the UK, backed by a major Financial Institution, they are now expanding their operations and looking for talented individuals to help drive their growth.

The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and customer engagement. They will be responsible for building relationships with clients, identifying their needs, and providing tailored solutions to meet their financial goals.

**Key Responsibilities:**

  • Develop and maintain a strong client base through proactive outreach and relationship-building
  • Conduct needs assessments and provide personalized recommendations to clients
  • Collaborate with internal teams to ensure seamless delivery of services
  • Meet or exceed sales targets and performance metrics

**What We Offer:**

  • A competitive salary and bonus structure
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment
  • Access to cutting-edge technology and resources

**Requirements:**

  • Relevant qualifications and experience in financial services
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines
  • Proficiency in Microsoft Office and other relevant software

**About Our Client:**

Astral Recruitment's client is a reputable and established player in the financial services industry, with a strong reputation for delivering high-quality services to their clients. They offer a dynamic and supportive work environment, with opportunities for professional growth and development.



  • Midlothian, United Kingdom mbf. Full time

    Job DescriptionJob Title: Financial ConsultantJob Type: Full-timeLocation: Hybrid (Edinburgh)Job Category: Financial ServicesAbout the Company: mbf is a leading global investment company that provides expert financial planning and investment management services to clients.Job Summary: We are seeking a highly motivated and experienced Financial Consultant to...


  • Midlothian, United Kingdom mbf. Full time

    Job DescriptionJob Title: Financial ConsultantJob Type: Full-timeLocation: Hybrid (Edinburgh)Job Category: Financial ServicesAbout the Company: mbf is a leading global investment company that provides expert financial planning and investment management services to clients.Job Summary: We are seeking a highly motivated and experienced Financial Consultant to...


  • Midlothian, United Kingdom mbf. Full time

    Job DescriptionJob Title: Financial ConsultantCompany: mbf.Location: Hybrid role with offices in various locations.Job Type: Full-timeSalary: Competitive salary ranging from £45,000 to £60,000, depending on skills and experience.Benefits: Discretionary bonus, attractive benefits package including 40 days holiday, 13% Pension, PHI, DIS, Income Protection...


  • Midlothian, United Kingdom mbf. Full time

    Job DescriptionJob Title: Financial ConsultantCompany: mbf.Location: Hybrid role with offices in various locations.Job Type: Full-timeSalary: Competitive salary ranging from £45,000 to £60,000, depending on skills and experience.Benefits: Discretionary bonus, attractive benefits package including 40 days holiday, 13% Pension, PHI, DIS, Income Protection...


  • Midlothian, United Kingdom IDEX Consulting Ltd Full time

    **Job Summary**As a Financial Services Administrator at IDEX Consulting Ltd, you will play a crucial role in managing and administering a portfolio of clients. You will work closely with a team of Client Relationship Managers (CRMs) to assist financial advisers in the proactive management of clients' financial affairs.**Key Responsibilities:**Develop and...


  • Midlothian, United Kingdom IDEX Consulting Ltd Full time

    **Job Summary**As a Financial Services Administrator at IDEX Consulting Ltd, you will play a crucial role in managing and administering a portfolio of clients. You will work closely with a team of Client Relationship Managers (CRMs) to assist financial advisers in the proactive management of clients' financial affairs.**Key Responsibilities:**Develop and...

  • Audit Manager

    6 days ago


    Midlothian, United Kingdom Pro-Finance Full time

    Job Summary: We are seeking a highly skilled and experienced Audit Manager to join our team at Pro-Finance. As an Audit Manager, you will be responsible for leading and directing all aspects of audit services delivered across a portfolio of corporate audit clients. Key Responsibilities: Lead and direct all aspects of audit services delivered across a...

  • Audit Manager

    7 days ago


    Midlothian, United Kingdom Pro-Finance Full time

    Job Summary: We are seeking a highly skilled and experienced Audit Manager to join our team at Pro-Finance. As an Audit Manager, you will be responsible for leading and directing all aspects of audit services delivered across a portfolio of corporate audit clients. Key Responsibilities: Lead and direct all aspects of audit services delivered across a...


  • Midlothian, United Kingdom Hays Specialist Recruitment Limited Full time

    Job DescriptionHays Specialist Recruitment Limited is seeking a highly skilled Financial Systems Specialist to join our team on an interim basis. As a key member of our team, you will be responsible for implementing and managing our financial management system.Key Responsibilities:Financial Process Expertise: Develop a deep understanding of our financial...

  • Category Lead

    1 week ago


    Midlothian, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new company: Hays Specialist Recruitment Limited is delighted to be working with a national Financial Services organisation as they search for a Category Manager to lead their Shared/Professional Services spend. This is an excellent company which values autonomy and professional development above all else.Your new role:Creating and implementing category...


  • Midlothian, United Kingdom Regal Brooke Limited Full time

    Job DescriptionJob Title: Trainee Wealth ManagerCompany: Regal Brooke LimitedJob Type: Full-timeIndustry: Financial ServicesLocation: Remote (with occasional office visits)Job Summary:We are seeking a highly motivated and detail-oriented Trainee Wealth Manager to join our team at Regal Brooke Limited. As a Trainee Wealth Manager, you will be responsible for...

  • Financial Advisor

    7 days ago


    Midlothian, United Kingdom mbf. Full time

    Financial Advisor - All clients provided - Experienced Paraplanner's are also considered Location: Edinburgh - Hybrid Working We’re currently recruiting for an exciting opportunity for a highly motivated Financial Consultant to join a dynamic team at a leading global investment company. This company, known for its expertise in investment management,...


  • Midlothian, United Kingdom Heat Recruitment Full time

    IFA Administrator Opportunity Heat Recruitment is working with a bespoke Independent Financial Advice firm based in Edinburgh, who are looking to expand their IFA Administrator team following some internal promotions. This smaller, boutique firm have loyal clients across Scotland and continue to build on these via referrals and recommendations. Key...


  • Midlothian, United Kingdom Heat Recruitment Full time

    IFA Administrator Opportunity Heat Recruitment is working with a bespoke Independent Financial Advice firm based in Edinburgh, who are looking to expand their IFA Administrator team following some internal promotions. This smaller, boutique firm have loyal clients across Scotland and continue to build on these via referrals and recommendations. Key...


  • Midlothian, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleAs a Business Analyst at Hays Specialist Recruitment Limited, you will be working on the continued development of a number of existing and new web products.Working closely with project and product teams, you will liaise directly with various stakeholders in order to gather and document business requirements.Key Responsibilities:Liaise with...

  • Transformation Expert

    2 weeks ago


    Midlothian, United Kingdom M&R TALENT LTD Full time

    Job Title: Transformation Expert - Financial ServicesJob Summary:M&R Talent Ltd is partnering with a well-established Financial Services organization to find a skilled Transformation Expert. The ideal candidate will have experience in business transformation and risk management, with a strong background in internal auditing.Key Responsibilities:Contribute to...

  • IFA Administrator

    5 days ago


    Midlothian, United Kingdom Heat Recruitment Full time

    Job Opportunity: IFA Administrator Heat Recruitment is working with a bespoke Independent Financial Advice firm based in Scotland, who are looking to expand their IFA Administrator team following some internal promotions. This smaller, boutique firm has a loyal client base across Scotland and continues to build on these via referrals and recommendations. Key...

  • IFA Administrator

    5 days ago


    Midlothian, United Kingdom Heat Recruitment Full time

    Job Opportunity: IFA Administrator Heat Recruitment is working with a bespoke Independent Financial Advice firm based in Scotland, who are looking to expand their IFA Administrator team following some internal promotions. This smaller, boutique firm has a loyal client base across Scotland and continues to build on these via referrals and recommendations. Key...


  • Midlothian, United Kingdom Lookers Full time

    Position Overview Join Our Team at Lookers Competitive Salary: £30,800 OTE (including £26,000 basic plus bonus) Company Vehicle Provided Lookers is seeking a skilled and passionate Customer Service Consultant to enhance our Aftersales Team. This team comprises Service Consultants, Vehicle Technicians, Apprentices, and our dedicated...


  • Midlothian, United Kingdom Pro-Finance Full time

    About the RoleWe are seeking a highly skilled and experienced Audit Manager to join our team at Pro-Finance. As an essential member of our audit services team, you will be responsible for leading and directing all aspects of audit services delivered across a portfolio of corporate audit clients.Key ResponsibilitiesLead and direct all aspects of audit...