Senior Financial Services Professional

5 days ago


Liverpool, Liverpool, United Kingdom NMS Recruit Ltd Full time
Job Summary:

We are seeking a highly skilled and experienced Senior Financial Services Professional to join our team in Manchester. This is a full-time opportunity that offers a unique combination of financial leadership, professional development, and collaborative work environment.

About the Role:

This role involves building strong relationships with clients by understanding their financial needs and objectives. You will provide comprehensive financial planning advice, including investments, pensions, protection, and retirement planning. Conducting financial needs assessments and creating tailored recommendations are also key responsibilities.

As a Senior Financial Services Professional, you will be expected to keep up-to-date with financial market trends and regulatory changes, ensuring that your advice is informed and compliant. If you have a passion for driving business growth and possess a proven track record in the financial services industry, this could be an ideal opportunity for you.

Key Responsibilities:
  • Build strong relationships with clients by understanding their financial needs and objectives.
  • Provide comprehensive financial planning advice, including investments, pensions, protection, and retirement planning.
  • Conduct financial needs assessments and create tailored recommendations.
  • Keep up-to-date with financial market trends and regulatory changes.
Requirements:
  • Relevant financial qualifications (Level 4 Diploma in Financial Planning and Management or equivalent).
  • Proven track record in the financial services industry.
What We Offer:

NMS Recruit Ltd is partnering with a highly respected Financial Services firm to secure this exceptional candidate. The support and growth opportunities available here make it an attractive choice for ambitious professionals. In return for your expertise, you can expect:

  • A competitive salary of £62,500 per annum.
  • Ongoing professional development and training opportunities.
  • A supportive and collaborative work environment.
  • Opportunities for career progression and professional growth.


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