Financial Services Professional

We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...

About the Role:Sun Life Financial is seeking a highly motivated and entrepreneurial individual to join our team as a Financial Services Professional. As a Financial Services Professional, you will have the opportunity to build your own business and work with clients to help them achieve their financial goals.Key Responsibilities:Prospect and acquire new...

Job OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...

About the RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will provide technical expertise throughout the client advice process, undertaking research and analysis to produce financial planning solutions. You will also assist with presentations...

About Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...

About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...

About the RoleWe are seeking a highly skilled UK Financial Services Manager to join our EMEA Sales team at Macrobond Financial. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, serving as their primary contact and trusted advisor.Your Key ResponsibilitiesUnderstand client needs and...

Purchase Ledger AccountantCER Financial is seeking a skilled Financial Services Accountant to maintain expense accounting records, including purchase ledgers and purchase orders. The ideal candidate will participate in the provision of control and reporting services for management and produce expense accounts information for the Office.The successful...

At Bruin Financial, we are seeking a skilled Financial Services Analyst to join our team. As an Accounts Payable Specialist, you will be responsible for processing and paying invoices and employee expenses. This role is ideal for someone looking to get into the Financial Services industry.Key Responsibilities:Handle purchase invoices, expense claims, and...

Role OverviewWe are seeking an experienced Financial Services Advisor to join our dynamic team at P10 Financial Group in London. The ideal candidate will have a strong background in accounting and financial services, with excellent communication skills and the ability to work closely with clients and colleagues.The role offers a competitive salary of...

Join Our Team as an EconomistWe are seeking a highly skilled Economist to join our team at the Financial Conduct Authority. As an Economist, you will play a key role in shaping the future of financial services regulation and applying your economic expertise to drive meaningful change.About the RoleThis is an exciting opportunity to work on high-profile...

CER Financial, a leading international bank based in the City of London, is looking for a skilled Financial Crime Compliance Professional to join their team.The successful candidate will have excellent knowledge of UK regulations and industry standard tools, with a minimum of 1 year's experience in a Compliance function within banking.Salary: Up to £35,000...

Key ResponsibilitiesAs a Financial Services Marketing Expert at PXP Financial, you will monitor product performance and customer engagement, adjusting strategies based on analytics. You will also partner with teams across PXP to ensure unified messaging and brand consistency.

Job SummaryWe are seeking a skilled Financial Services Professional to join our team as a Wealth Management Advisor. In this role, you will work with high-net worth clients to identify their financial goals and develop personalized investment strategies to help them achieve success.The ideal candidate will have a strong background in finance, excellent...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

About the RoleWe are seeking a highly skilled Financial Services Professional to join our team at Page Personnel Sales. As a key member of our accounting team, you will be responsible for managing and coordinating financial transactions for clients, preparing accurate and timely financial statements, and collaborating with various teams to ensure financial...

Product Owner - Financial ServicesAt PXP Financial, we are seeking a highly skilled Product Owner to join our team. As a Product Owner, you will be responsible for the in-store (customer present area) of PXP Financial's product and service offering.Key Responsibilities:Work closely with external and internal stakeholders to build and analyze proposed...

Job Description: Financial Services ProfessionalWe are seeking an experienced Financial Services Professional to manage client portfolios in Cornwall. As a key member of our team, you will be responsible for maintaining performance standards, following compliance processes, and complying with regulations.About the Role:• Manage client portfolios in...

We are seeking a skilled Financial Services Professional to join our team in London. As a Financial Adviser on a self-employed basis, you will be responsible for advising clients on their financial needs and objectives.Key responsibilities include:Prospecting and contacting potential clients to discuss their financial needsConducting thorough research to...

Established in Hove, a leading Financial Services firm seeks an experienced Senior IFA Administrator to deliver exceptional customer service and administrative support.Job SummaryThe ideal candidate will possess a solid understanding of the Financial Services sector, excellent communication skills, and proficiency in handling administrative tasks within a...