Financial Services Specialist
3 weeks ago
Redmore 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 Responsibilities
- Effectively build relationships with clients and confidently communicate with them
- Review, check, and formalize files to completion with the Financial Analyst
- Attend joint 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, including Selecta pension, Synaptics, Trustnet, and Cashflow modeling tools
- Experience in using a CRM system and processing new business applications
- Excellent communication and organizational skills for updating clients and accurately updating the diary back office
- Analyze investment funds and assist with bespoke high net worth tax planning solutions and investment propositions
- Accurately complete complex tax calculations
Requirements
- Level 4 Diploma qualified with Level 6 exams (AFs) preferable
- Long-established track record in Regulated Financial Services
- Ability to work under pressure to strict guidelines
- Support training colleagues or new members of staff
- Positively contribute to team morale and energy
- Manage the Investment Committee, research fund performance, strategy, and objectives to present to the advisers
- Personal responsibility to keep up to date with Compliance testing and knowledge
Benefits
- £30,000 - £42,000 depending on experience
- 6 monthly discretionary profit share bonus
- Company pension
- 25 days + Bank Holidays
- Sick days
- Life Insurance
- Hybrid working after 3 month probation period
- Wealth & wellbeing program
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