Senior Financial Services Specialist

1 month ago


St Albans, Hertfordshire, United Kingdom GCB Recruitment Full time

We are seeking a highly skilled Senior Financial Services Specialist to join our client's dynamic team. As a key member of the financial services department, you will be responsible for providing expert guidance to clients on managing their finances through strategic cashflow planning.

About the Role

In this role, you will work closely with clients to understand their financial needs and recommend suitable products and services to achieve their goals. You will also be responsible for conducting annual client reviews and maintaining strong relationships with existing clients.

Key Responsibilities
  • Provide expert guidance to clients on managing their finances
  • Conduct annual client reviews to understand their financial needs and goals
  • Maintain strong relationships with existing clients
Benefits

This is an excellent opportunity to join a rapidly growing financial services firm that prioritizes employee satisfaction and growth. Our client offers a fantastic company culture, complete with modern offices and annual events.

What We Offer

The salary package for this role includes a competitive bonus structure, Monday to Friday working hours, and the option to work from home or office dependent on location.

Estimated salary: $80,000 - $120,000 per annum (dependent on experience).



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