Financial Services Specialist
4 weeks ago
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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Financial Services Specialist
4 weeks ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout the Role:Bond Rec is seeking an experienced Financial Services Specialist to join their team. As an Independent Financial Services Advisor, you will work with international clients to provide expert advice on financial services and pension transfers.Key Responsibilities:Comply with the Financial Services and Markets Act 2000 and relevant FCA...
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Financial Services Specialist
4 weeks ago
Ellesmere Port, Cheshire, United Kingdom Bond Rec Full timeAbout the RoleBond Rec is seeking a skilled Financial Services Specialist to join their team. As an Independent Financial Advisor, you will work with clients to provide expert advice on financial services and pension transfers.Key Responsibilities:Comply with regulatory requirements and maintain high standards of complianceProvide financial review services...
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Senior Financial Services Specialist
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