Financial Services Consultant
4 weeks ago
We are seeking a skilled Financial Services Consultant to join our IFA team. The ideal candidate will have a minimum of two years' experience in the financial services industry and hold or be studying towards a relevant Diploma level qualification.
Key Responsibilities- Produce high-quality reports outlining recommendations and their suitability for clients.
- Build and maintain strong relationships with key stakeholders, including colleagues and external partners.
- Conduct thorough research on investment strategies to ensure alignment with client needs.
- Implement and uphold service standards to meet client expectations.
- Apply sales process, suitability letter requirements, and regulatory standards set by the FCA and SRA in daily work.
- Analyse complex financial information, perform calculations, and generate strategy reports.
- Provide timely management information to various business areas.
- Maintain adherence to the regulator's Fit & Proper standards.
- 25 days holiday plus bank holidays, allowing for a healthy work-life balance.
- Two additional days dedicated to community service, giving back to the community.
- Birthday off each year, celebrating personal milestones.
- Death in service benefit equivalent to twice annual salary, providing peace of mind.
- Auto-enrolment into pension plan, ensuring long-term financial security.
- Hybrid working options available, offering flexibility.
- Access to Employee Assistance Programme for personal support.
- Discounts from local businesses, enhancing quality of life.
- Professional fees covered (subject to role requirements).
- Participation in employee recruitment incentive scheme, driving career growth.
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Technical Services Consultant
5 days ago
Cardiff, Cardiff, United Kingdom Calco Services Full time £50,000Job Overview:Calco Services seeks a talented Technical Services Consultant to join our team. As a BMS Engineer, you will visit multiple locations across London to offer technical assistance to our clients' facilities management teams.This is a full-time, permanent opportunity with an estimated annual salary of £55,000 - £65,000, contingent upon your level...
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Financial Planning Expert
4 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeWe deliver bespoke financial planning solutions in the UK, part of Quilter Financial Planning. Our team of experts provides face-to-face service across the UK, Scotland, and Northern Ireland.The Role:Help clients make informed financial decisions to achieve their goals.Prepare customized financial plans tailored to individual needs.Advise clients on current...
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UK Financial Advisor
4 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAs a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...
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Financial Protection Consultant
4 weeks ago
Cardiff, Cardiff, United Kingdom LegalAndGeneral Full timeWe are seeking an experienced Financial Protection Consultant to join our team at Legal & General. As a key member of our underwriting team, you will be responsible for analysing and presenting underwriting related insight to further the understanding of current and emerging risks, opportunities and customers.About the RoleA highly competitive salary of...
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Financial Consultant
4 weeks ago
Cardiff, Cardiff, United Kingdom IDEX Consulting Full timeUnlock a fulfilling career with IDEX ConsultingA unique opportunity to excel in a dynamic environment has arisen with our esteemed organization, IDEX Consulting.We are currently seeking an exceptional Administration Pensions professional to join our team. This role offers a chance to forge lasting connections and drive growth within the local community of...
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Group Financial Services Director
2 days ago
Cardiff, Cardiff, United Kingdom Reinvigoration Group Full timeAre you looking for a challenging and rewarding role that combines financial expertise with operational management? Reinvigoration Group, a pioneering operations transformation consultancy, has an exciting opportunity for a Group Financial Services Director to join our team in Cardiff.About the RoleThis part-time position will involve overseeing the...
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Financial Management Team Lead
4 weeks ago
Cardiff, Cardiff, United Kingdom Imperial Services Full timeImperial Services is seeking an experienced Financial Management Team Lead to join our team. As a key member of our leadership team, you will be responsible for overseeing the financial management of our coffee shop operations.Key Responsibilities:Manage all aspects of coffee shop finances, including budgeting, forecasting, and financial reporting.Develop...
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Head of Financial Services
4 days ago
Cardiff, Cardiff, United Kingdom Morson Talent Full timeJob Title: Head of Financial ServicesAn exciting opportunity has arisen for a seasoned Head of Financial Services to lead our financial operations in Cardiff. The ideal candidate will have a strong background in finance, with experience in managing financial commissioning and benchmarking functions.About the Role:Lead the financial services function within...
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Financial Services Expert
5 days ago
Cardiff, Cardiff, United Kingdom Austin Fraser Full timeFinancial Services ExpertWe are seeking an experienced Financial Services Expert to join our team based in the Cardiff area. This is a fantastic opportunity for individuals to work with high net worth clients and help them achieve their financial goals.This position requires strong communication skills, attention to detail, and ability to negotiate better...
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Financial Services Executive
4 weeks ago
Cardiff, Cardiff, United Kingdom Atradius Full timeYour Career PathAtradius offers a rewarding opportunity as a Financial Services Executive in our Cardiff office, located with a stunning view of Cardiff Bay. In this role, you will be responsible for servicing and growing a credit insurance customer portfolio. Our company values teamwork, accountability, and service, providing a supportive environment for...
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Financial Services Solicitor
2 weeks ago
Cardiff, Cardiff, United Kingdom Simpson Judge Full timeSimpson Judge is a leading law firm that specializes in banking and finance law. We are seeking a Financial Services Solicitor to join our team in Cardiff, with a salary of £38,000 - £58,000 per annum.Job RoleAs a Financial Services Solicitor at Simpson Judge, you will be responsible for advising clients on a wide range of financial services, including...
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Financial Services Director
5 days ago
Cardiff, Cardiff, United Kingdom Smartsourcing Full timeHead of Finance We are seeking a highly skilled CCAB professionally qualified accountant to lead in managing provider activity and agreements as well as financial commissioning activity, including Long Term Agreements (LTAs), high-cost exclusions, and non-contracted activity.The ideal candidate will have significant relevant professional experience in the...
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Financial Services Coordinator
2 days ago
Cardiff, Cardiff, United Kingdom Browne Jacobson LLP Full timeJob Description: Financial Services CoordinatorWe are looking for a highly skilled Financial Services Coordinator to join our team at Browne Jacobson LLP. In this role, you will be responsible for providing essential support to our corporate teams, including the preparation and submission of annual statutory documents.The ideal candidate will have experience...
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Financial Services Professional
2 days ago
Cardiff, Cardiff, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the CompanyTemplegate Recruitment Limited is a reputable Financial Services Specialist Recruiters with a strong presence in Cardiff.We are seeking an experienced IFA Administrator to join our team, providing critical support in financial planning and investment services.The ideal candidate will have at least 5 years of experience in an IFA...
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Financial Services Manager
1 week ago
Cardiff, Cardiff, United Kingdom Supremesearchspecialists Full timeJob Title: Financial Services ManagerA well-established financial services company, Supremesearchspecialists, is seeking a skilled Senior Accountant to join their team. The ideal candidate will have at least 4 years of work experience in Practice and be responsible for managing a portfolio of clients.Key Responsibilities:Preparation and submission of...
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Financial Services Representative
5 days ago
Cardiff, Cardiff, United Kingdom Secure Trust Bank PLC. Full timeWe are seeking a highly skilled Financial Services Representative to join our team at Secure Trust Bank PLC. In this role, you will work closely with customers who are in early arrears to help bring their accounts back into good health.As an experienced Financial Services Representative, you will excel at listening, be able to explain things clearly, and...
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Financial Services Specialist
5 days ago
Cardiff, Cardiff, United Kingdom Brook Street Full timeWe are seeking a skilled Paraplanner to join our IFA team at Brook Street, working closely with a large organisation in the financial services industry.The role is full-time, Monday - Friday, 9-5. This is an exciting opportunity for a motivated individual to contribute to the success of our clients and grow their career in a dynamic environment.Key...
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Financial Services Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Interbridge Mortgages Limited Full timeCareer Opportunities at Interbridge Mortgages LimitedWe are currently recruiting for a Customer Operations Executive to join our team. This role is ideal for individuals who want to work in a dynamic and fast-paced environment, where they can make a real difference in the lives of our customers.About the Role:This is a full-time position that involves being...
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Financial Services Solicitor Expert
4 days ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full timeAbout the RoleOur award-winning firm is seeking an experienced Regulatory Solicitor to join our Financial Services team.Job ResponsibilitiesYou will represent a diverse range of clients in the financial services sector, including banks, payment service providers, and mortgage lenders.Additionally, you will engage with crypto asset firms, independent...
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University Financial Services Management
2 days ago
Cardiff, Cardiff, United Kingdom Find Apprenticeships Full timeKey ResponsibilitiesProvide strategic financial leadership and stewardship to the university.Lead the strategic management of our financial services, ensuring excellence in service delivery is at the heart of our institutional success.Drive initiatives that set the university on a sound financial foundation for the future and enhance our financial capacity...