Financial Services Specialist

4 weeks ago


Cardiff, Cardiff, United Kingdom Redmore Recruitment Full time

About the Role

We are seeking a skilled Financial Services Specialist to join our team at Redmore Recruitment. As a Financial Services Specialist, you will be responsible for building relationships with clients, reviewing and formalizing files, and attending client meetings.

Key Responsibilities

  • Effectively build relationships with clients and confidently communicate with them
  • Review and check files to completion with the Financial Analyst
  • Attend client meetings with the Financial Adviser as required
  • Meet with fund managers and product providers for research and diligence purposes
  • Write high-quality suitability reports
  • Be competent in research tools such as Selecta pension, Synaptics, Trustnet, and Cashflow modelling

Requirements

  • Level 4 Diploma qualification with Level 6 exams (AFs) preferable
  • Long-established track record in Regulated Financial Services

What We Offer

  • 6 monthly profit share bonus
  • Full Time, Permanent role with 37.5 hours Monday to Friday
  • Hybrid working after 3 month probation period
  • Competitive salary of £30,000 - £42,000 depending on experience


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