Financial Services Specialist

4 weeks ago


Ellesmere Port, Cheshire, United Kingdom Bond Rec Full time
About the Role:

We are seeking a skilled Financial Services Specialist to join our team at Bond Rec. As an Independent Financial Adviser or Pension Transfer Specialist, you will work from our Head Offices in Ellesmere Port, providing advice to clients in a compliant manner as detailed in our compliance manual and procedures.

Key Responsibilities:

Provide financial review services to existing clients in a timely manner and in accordance with our procedures.

Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice for approved persons and the relevant FCA rules at all times.

Maintain all standards of performance as required by the firm.

A competitive salary and bonus package is on offer for the successful candidate. If you are a motivated and experienced professional looking for a new challenge, please apply today and we will be in touch to discuss the role in more detail.

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