Financial Services Expert
4 weeks ago
Location: London, UK
Salary: £42,000 per annum
Company: Gold Finance Limited
About Gold Finance Limited:
Gold Finance Limited is a well-established financial services firm based in London, specialising in providing expert mortgage offerings to a wide range of clients. Our mission is to help individuals and businesses secure their mortgage requirements with bespoke advice on mortgage solutions.
Position Overview:
We are currently seeking a talented Financial Services Expert to join our company. In this role, you will provide professional and quick mortgage offerings to clients, helping them make informed decisions. You will work closely with clients to assess their financial needs and develop customised solutions.
Key Responsibilities:
• Provide tailored mortgage offerings to clients within the unregulated mortgage market.
• Originate business from local and international network of clients.
• Conduct thorough risk assessments to understand clients' income, expenses, assets, and liabilities.
• Advise clients on suitable mortgage solutions, ensuring they select the right offering for their needs.
• Monitor financial market trends and advise clients on opportunities and risks.
Requirements:
A bachelor's degree in finance, economics, business, or a related field is required. Professional certifications such as the CFP (Certified Financial Planner), DipFA (Diploma in Financial Advice), or CeMAP (Certificate in Mortgage Advice and Practice) are highly preferred. A minimum of 2 years' exposure to the UK unregulated mortgage market is required. Demonstrated experience in providing mortgage offerings and handling large transactions is essential. Proven track record of building and maintaining client relationships is a must. Strong knowledge of financial products and mortgage solutions is required. Excellent analytical skills with the ability to assess financial situations are necessary. Excellent understanding of financial statements is required. Knowledge of financial regulations and compliance standards is essential.
Benefits:
Monday to Friday, 9:00 AM to 6:00 PM. Competitive salary of £42,000 per annum. Ongoing training and career development opportunities. Additional leave, bereavement leave, company events, company pension, UK visa sponsorship, work from home options.
-
Financial Services Professional
1 month ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeFinancial Adviser OpportunitySalisbury Financial Services is seeking an experienced and driven Financial Adviser to join our team.We are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, we offer a full range of...
-
Financial Services Professional
1 month ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeFinancial Adviser OpportunitySalisbury Financial Services is seeking an experienced and driven Financial Adviser to join our team.We are a well-established financial services company that prioritises building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, we offer a full range of...
-
Financial Planning Expert
3 days ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the Role:We are looking for a skilled Financial Planning Expert to join our team at Burgh Recruitment Ltd (Financial Services). The successful candidate will be responsible for providing technical expertise throughout the advice process, undertaking detailed research and analysis to produce a wide variety of financial planning solutions.Key...
-
Financial Services Director
1 month ago
London, Greater London, United Kingdom Aether Financial Full timeAether Financial is seeking an experienced Outsourcing Manager to join their team in London's West End. As a leading accountancy firm, they require a professional to oversee the outsourcing of financial services. The ideal candidate will have a strong background in financial management and be able to lead a team to deliver high-quality results. Key...
-
Financial Services Director
4 weeks ago
London, Greater London, United Kingdom Aether Financial Full timeAether Financial is seeking an experienced Outsourcing Manager to join their team in London's West End. As a leading accountancy firm, they require a professional to oversee the outsourcing of financial services. The ideal candidate will have a strong background in financial management and be able to lead a team to deliver high-quality results. Key...
-
Financial Services Director
4 weeks ago
London, Greater London, United Kingdom Aether Financial Full timeAether Financial is seeking an experienced Outsourcing Manager to join their team in London's West End. As a leading accountancy firm, they require a professional to oversee the outsourcing of financial services. The ideal candidate will have a strong background in financial management and be able to lead a team to deliver high-quality results. Key...
-
Financial Services Director
4 weeks ago
London, Greater London, United Kingdom Aether Financial Full timeAether Financial is seeking an experienced Outsourcing Manager to join their team in London's West End. As a leading accountancy firm, they require a professional to oversee the outsourcing of financial services. The ideal candidate will have a strong background in financial management and be able to lead a team to deliver high-quality results. Key...
-
Service Design Expert
2 months ago
London, Greater London, United Kingdom Financial Ombudsman Services Full timeAbout Financial Ombudsman ServiceFinancial Ombudsman Service is dedicated to elevating service standards by modernizing and streamlining alternative dispute resolution within the financial sector. We've undergone significant changes recently to enhance customer experience and ensure financial sustainability, and now we're embarking on a new phase with even...
-
Service Design Expert
2 months ago
London, Greater London, United Kingdom Financial Ombudsman Services Full timeAbout Financial Ombudsman ServiceFinancial Ombudsman Service is dedicated to elevating service standards by modernizing and streamlining alternative dispute resolution within the financial sector. We've undergone significant changes recently to enhance customer experience and ensure financial sustainability, and now we're embarking on a new phase with even...
-
Financial Services Expert
3 weeks ago
London, Greater London, United Kingdom Village Staff Limited Full timeFinancial Services Expert OpportunityWe are seeking a Financial Services Expert to work on an ad hoc basis for our client based in the UK. The ideal candidate will have experience in financial business cases and be able to work independently.Key Responsibilities:Develop and implement financial business casesWork closely with our client to understand their...
-
Financial Expert
2 weeks ago
London, Greater London, United Kingdom Amazon UK Services Ltd. Full timeJob Title: Financial ExpertAbout the Role:We are Amazon UK Services Ltd., and we are seeking a highly analytical and resourceful Financial Expert to support our EU Middle Mile transportation network. In this role, you will drive profitability and customer experience by directly influencing the development, planning, and execution of our transportation...
-
Financial Services Professional
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...
-
Financial Services Expert
3 weeks ago
London, Greater London, United Kingdom Gold Finance Limited Full timeJob Title: Financial Services ExpertAbout Gold Finance Limited:Gold Finance Limited is a well-established financial services firm based in London, specialising in providing expert mortgage offerings to a wide range of clients. Our mission is to help individuals and businesses secure their mortgage requirements with bespoke advice on mortgage...
-
Financial Services Consultant
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningWe are a leading financial services company that provides expert advice and guidance to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Mortgage and Protection Specialist to join our team. As a...
-
Financial Services Consultant
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningWe are a leading financial services company that provides expert advice and guidance to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.Job SummaryWe are seeking a highly skilled Mortgage and Protection Specialist to join our team. As a...
-
London, Greater London, United Kingdom Financial Divisions Full timeThe ideal candidate will possess a Diploma in Paraplanning and have a minimum of 2 years of full-time experience in the field.As a Paraplanning Expert, you will assist in the preparation of financial advice on investments, pension planning, inheritance tax, and estate planning.You will be supporting a high-achieving Financial Adviser, working with a diverse...
-
Financial Services Expert
2 weeks ago
London, Greater London, United Kingdom Gardner Halliday Full timeFinancial Services ExpertGardner Halliday is seeking an experienced Financial Services Expert to join their top-tier non-contentious financial services regulatory team. The ideal candidate will have broad experience in FS regulation, excellent academics, and experience from another top international law firm.The role will involve supporting fee earners on...
-
Senior Financial Planning Expert
3 days ago
London, Greater London, United Kingdom US Tax & Financial Services Sàrl Full timePrivate Client Group OpportunityAbout the Role:As a Senior Financial Planning Expert, you will be part of our Private Client Group, focusing on preparing and reviewing complex US and UK individual tax returns. Your role will involve carrying out research to provide technical solutions and deliverables for clients, preparing budgets, and contributing to the...
-
Expert Rust Developer
6 days ago
London, Greater London, United Kingdom Expert Employment Full timeExpert Backend Engineer, Rust SpecialistA global IT company, Expert Employment, is seeking a Senior Rust Engineer with diverse clients across various sectors, including financial and e-commerce.The ideal candidate will be instrumental in building scalable and concurrent heavy applications as per clients' demands.Candidate Requirements:Bachelor's degree in...
-
Financial Services Expert
4 weeks ago
London, Greater London, United Kingdom EJ Legal Full timeWe are acting for a dynamic professional services group that has successfully integrated a law firm within their organization, led by prominent ex-city professionals.The group has a natural focus on financial services, advising a diverse range of businesses, including those in wealth management, workplace savings, health and protection, and financial...