Financial Services Consultant
6 hours 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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Financial Services Coordinator
2 weeks ago
Cardiff, Cardiff, United Kingdom Oval Recruit Full timeFinancial Services CoordinatorAt Oval Recruit, we are seeking a skilled Financial Services Coordinator to support our financial advisory & wealth management team.This key role will encompass a range of client servicing, technical administration and support duties in a friendly stable office environment.Coordinate the preparation of meeting packs,...
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Senior Financial Consultant
3 weeks ago
Cardiff, Cardiff, United Kingdom Capital Law Ltd Full timeFinancial Services RoleWe are seeking a highly experienced regulatory lawyer to join our financial services and insurance team. In this role, you will act for a broad spectrum of clients, including banks, payment service providers, e-money institutions, mortgage providers, insurers, brokers, MGAs, credit institutions, and pension providers.Key...
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Senior Consultant, Financial Advisory Expert
3 weeks ago
Cardiff, Cardiff, United Kingdom Teneo Full timeThe RoleThis is a rare opportunity to join Teneo's well-established Financial Advisory team in a dynamic environment. You will work alongside experienced practitioners advising management teams, lenders, and shareholders of corporates facing financial stress. The team delivers complex, high-profile advisory and formal insolvency appointments, both locally...
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Senior Consultant, Financial Advisory Expert
1 month ago
Cardiff, Cardiff, United Kingdom Teneo Full timeThe RoleThis is a unique opportunity to join Teneo's well-established Financial Advisory team in Cardiff, where you will work alongside experienced practitioners advising management teams, lenders, and shareholders of underperforming and financially stressed corporates.The Cardiff team delivers complex, high-profile advisory and formal insolvency...
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Financial Services Consultant
3 days ago
Cardiff, Cardiff, United Kingdom Peter Alan Full timeAbout the RolePeter Alan Estate Agency is seeking a highly motivated Mortgage Advisor to join their team in Cardiff.What You'll GetA competitive basic salary with a realistic year one OTE of £45KA company car or cash car allowanceJob DescriptionThe successful candidate will be responsible for building relationships with the Estate Agency team, taking part...
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Financial Services Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full time**Role Summary:**We are seeking a highly skilled Financial Services Specialist to join our team at Redmore Recruitment Limited. As a Paraplanner, you will play a crucial role in supporting our Financial Adviser in providing excellent client service and ensuring that all financial solutions are tailored to meet our clients' needs.**Key...
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Financial Services Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Full timeAbout the RoleWe 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 ResponsibilitiesEffectively build relationships with clients and confidently...
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Financial Services Analyst
2 days ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full timeWe are seeking a highly skilled Financial Services Analyst to join our team. The successful candidate will be responsible for building strong relationships with clients, reviewing and formalizing files, and attending client meetings as required.Role ResponsibilitiesEffectively build relationships and confidently communicate with clientsReview, check, and...
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Senior Financial Services Solicitor
3 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Full timeWe are seeking an experienced Regulatory Solicitor to join our Financial Services team. As a Financial Services Solicitor, you will represent a diverse array of clients, including banks, payment service providers, e-money institutions, and more. You will engage with crypto asset firms, independent financial advisors, and wealth managers, providing continuous...
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Financial Services Auditor
2 weeks ago
Cardiff, Cardiff, United Kingdom Admiral Insurance Plc Full timeAt Admiral Insurance Plc, we are seeking an experienced Financial Services Auditor to join our Internal Audit team. This role will allow you to fast track your career in Financial Services and support your professional development.Our audit team makes sure that the business is well controlled, bringing a systematic, disciplined, and professional approach to...
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Senior Financial Services Auditor
4 weeks ago
Cardiff, Cardiff, United Kingdom Artis Recruitment Full timeWe are seeking a seasoned Financial Services Auditor to join our team at Artis Recruitment. The ideal candidate will have a strong background in auditing financial services companies and a keen eye for detail.The successful candidate will be responsible for investigating and challenging financial services companies to ensure they are operating within the...
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Senior Financial Services Solicitor
4 weeks ago
Cardiff, Cardiff, United Kingdom CV-Library Full timeSenior Financial Services SolicitorJoin a top-tier firm with an international reach and grow your career as a Financial Services Solicitor. Salary: Up to £100,000 DOEYolk recruitment is working with a reputable national law firm looking to expand their Financial Services team.As a Financial Services Solicitor, you will represent a diverse array of clients,...
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Financial Services Risk Specialist
4 weeks ago
Cardiff, Cardiff, United Kingdom Artis Recruitment Full timeWe are seeking a Financial Services Risk Specialist to join our team at Artis Recruitment. As a qualified accountant with experience in auditing financial services companies, you will be responsible for bolstering the risk function with your expertise. Your role will involve investigating and challenging financial services in order to aid with liquidity and...
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Senior Financial Services Solicitor
3 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full timeSenior Financial Services SolicitorYolk Recruitment Ltd is working with a reputable national law firm with an international reach, who are looking to grow their Financial Services team.As a Financial Services Solicitor, you will represent a diverse array of clients, including banks, payment service providers, e-money institutions, mortgage lenders, insurers,...
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Financial Services Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Venn Group Full timeVenn Group is seeking a skilled Financial Services Specialist to join our team on a temporary basis.The ideal candidate will have expertise in costing and value analysis, with a focus on developing and implementing financial models and reporting mechanisms.The role will involve working closely with services across the organization to identify, validate, and...
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Senior Financial Services Solicitor
4 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full timeYolk Recruitment Ltd is working with a reputable national law firm with an international reach, who are looking to grow their Financial Services team.As a Financial Services Solicitor, you will represent a diverse array of clients, including banks, payment service providers, e-money institutions, mortgage lenders, insurers, brokers, managing general agents...
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Senior Financial Services Solicitor
4 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Full timeAre you an experienced Regulatory Solicitor looking for a progressive and modern firm to take your career to the next level? We are working with a reputable national law firm with an international reach, who are looking to grow their Financial Services team.This team delivers continuous regulatory and legal assistance to clients within the financial services...
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Financial Services Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom Redmore Recruitment Limited Full timeRole OverviewRedmore Recruitment Limited is seeking a highly skilled Financial Services Specialist to join their team. As a key member of the team, you will be responsible for building relationships with clients, reviewing and formalizing files, and attending joint client meetings. Key ResponsibilitiesEffectively build relationships with clients and...
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Senior Financial Services Solicitor
4 weeks ago
Cardiff, Cardiff, United Kingdom Yolk Recruitment Ltd Full timeSenior Financial Services SolicitorYolk Recruitment Ltd is seeking an experienced Regulatory Lawyer to join their team. As a Senior Financial Services Solicitor, you will represent a diverse array of clients, including banks, payment service providers, e-money institutions, mortgage lenders, insurers, brokers, managing general agents (MGAs), credit...
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Financial Management Specialist
3 weeks ago
Cardiff, Cardiff, United Kingdom NHS Wales Shared Services Partnership Full timeJob SummaryThis role provides financial management advice, support, and information to managers at all levels. Key responsibilities include providing financial support in the preparation of financial models and outline business cases for significant capital-funded projects.Reports and returns will be required to be prepared to monitor the financial position...