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...

**Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management:  Build and maintain strong relationships with institutional and...

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...

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...

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.

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...

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...

Job Title:Financial Services ProfessionalAbout the Role:We are seeking a highly skilled Financial Services Professional to join our team in Hove. As an Accounts Senior, you will play a central role in the finance team, contributing to the growth and success of our professional services firm.Key Responsibilities:Client Management: Manage a portfolio of...

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 seasoned IT professional to fill the role of IT Service Delivery Lead at our Financial Ombudsman Services organization.About the Role:In this key position, you will be responsible for leading our IT service delivery team and ensuring the smooth operation of our IT services across the organization.Key Responsibilities:Liaise with stakeholders...

Succeed as a Financial Services ProfessionalWe're seeking a highly motivated and experienced Financial Services Professional to join our team as a Wealth Adviser. With a minimum of 2 years' industry experience and a QCF Level 4 Diploma, you'll have a deep understanding of financial services and sales.This is a fantastic opportunity to develop your skills,...

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...

About the RoleWe are seeking a Financial Services Professional to join our team as a Client Service Manager. As a key member of our business, you will be responsible for managing relationships with independent financial advisers while processing portfolio instructions within agreed timescales.The ideal candidate will have experience in corporate customer...

Financial Services ProfessionalSalary: £50,000 - £55,000 per annum | Location: LondonThis is an exciting opportunity to join a dynamic financial services company based in West London. Reporting directly to the CFO, the role is ideal for an individual with accounting studies or experience, looking to expand their skills significantly.Key...