Financial Services Specialist
4 weeks ago
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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