Financial Services Specialist

14 hours ago


London, Greater London, United Kingdom Financial Divisions Full time

We are seeking a skilled Financial Services Specialist to manage an existing book of clients generating £150,000 in ongoing advice fees.

The ideal candidate will have 3 years of experience in advising and be entrepreneurial, driven, and capable of account managing existing clients while growing the business.

Key responsibilities include managing a portfolio of clients with £300,000 to £10 million of investable assets, providing ongoing services across pensions, investments, retirement planning, gifting advice, estate planning, etc.

Compensation Package

A competitive salary of £60,000 - £65,000 is on offer, plus a bonus structure that rewards growth and performance. The hybrid role offers the best of both worlds, with City of London offices and opportunities for career advancement.



  • London, Greater London, United Kingdom DA Financial Trading Recruitment Full time

    We are seeking a highly skilled Financial Services Specialist to join our team at DA Financial Trading Recruitment. This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and has a strong understanding of the financial markets.The ideal candidate will have previous experience in a customer-facing role,...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...


  • London, Greater London, United Kingdom cer Financial Ltd Full time

    Role OverviewCer Financial Ltd is a rapidly growing payment processing provider based in London. We are committed to delivering exceptional service and innovative solutions to our clients.Main Responsibilities:You will be responsible for ensuring the accuracy and integrity of our financial records, working closely with our finance team to identify and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking a highly driven and ambitious Financial Adviser to join our team at Quilter Financial Planning in London.This exciting opportunity is perfect for someone looking to grow and succeed in the financial sector, with a basic salary starting at £60,000 and opportunities for additional remuneration.Key ResponsibilitiesProvide expert...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Financial Divisions, a leading independent wealth planning firm in Central London.The ideal candidate will have a strong background in financial planning and be proficient in creating tailored investment solutions for high-net-worth individuals and families. This is...


  • London, Greater London, United Kingdom Bruin Financial Full time

    Job Description:As a Financial Reporting Specialist, you will play a crucial role in managing financial reporting for our clients in the EMEA region. This includes preparing and reviewing financial statements, managing regulatory reports, and ensuring compliance with relevant laws and regulations.The ideal candidate will have recently qualified as an...


  • London, Greater London, United Kingdom OpenPayd Services Ltd Full time

    Job OverviewWe are seeking an experienced Financial Services Sales Specialist to join our team at OpenPayd Services Ltd. In this role, you will be responsible for building and managing relationships with new and existing clients, identifying business opportunities, and driving revenue growth.


  • London, Greater London, United Kingdom P10 Financial Group Full time

    We are seeking a Financial Solutions Specialist to join our team at P10 Financial Group in London. This role offers a competitive salary of £90,000 - £120,000 per annum.The successful candidate will be responsible for structuring large deals, making loan decisions through various means including credit history review, credit scoring, and affordability...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    About the RoleAs a Financial Planning Specialist at Quilter Financial Advisers, you will play a critical role in helping clients achieve their financial objectives.You will be responsible for developing and implementing personalized financial plans, analysing financial data, and providing expert advice to clients.Key Requirements:3+ years of experience in...


  • London, Greater London, United Kingdom Aether Financial Services Full time

    Job Title: Business Development Director - Private Debt AgencyWe are seeking a highly motivated and experienced business development director to join our team at Aether Financial Services.About the CompanyAether Financial Services is a leading provider of financial services, offering a range of solutions to individuals and businesses. Our mission is to...


  • London, Greater London, United Kingdom Financial Divisions Full time

    **Job Summary:**We are seeking a Financial Services Manager to join our team at Financial Divisions in London. This is an exciting opportunity to lead a team of financial advisors and drive business growth through strategic planning and execution.As a Financial Services Manager, you will be responsible for managing a team of advisors, developing business...


  • London, Greater London, United Kingdom Salisbury Financial Services Full time

    We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Quilter Financial Advisers.The ideal candidate will have a proven track record of delivering exceptional financial planning services to clients, ensuring their goals and objectives are met.This is an excellent opportunity for a motivated individual to build a...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job DescriptionWe are seeking a skilled Financial Planning Support Specialist to join our team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Financial Planning Support Specialist, you will be responsible for providing full...


  • London, Greater London, United Kingdom Randstad Financial & Professional Full time

    **Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management:  Build and maintain strong relationships with institutional and...


  • London, Greater London, United Kingdom RCQ Associates - Financial Markets Specialists Full time

    RCQ Associates is a renowned specialist in the Financial Markets space, dedicated to delivering exceptional recruitment solutions to clients worldwide. We are now seeking a highly motivated and experienced professional to join our team as a UK Financial Markets Recruiter.The role:You will be responsible for sourcing and recruiting top talent for various...


  • London, Greater London, United Kingdom cer Financial Full time

    Cer Financial is a well-established international bank based in the City of London, seeking a highly skilled Financial Risk Specialist to join their team on a permanent basis.The salary for this position is approximately £60,000 per annum, which is competitive for the industry and location.The key responsibilities of this role include:Reviewing credit...


  • London, Greater London, United Kingdom Financial Ombudsman Services Full time

    We are seeking a skilled Service Solutions Designer to join our team at the Financial Ombudsman Service in London, docklands or Coventry. As a Service Solutions Designer, you will be responsible for designing innovative service solutions that enhance our customer experience and create exceptional outcomes.The ideal candidate will have a proven track record...


  • London, Greater London, United Kingdom Aether Financial Full time

    Aether Financial is seeking a highly skilled West End Financial Specialist to join our team. As a key member of our team, you will be responsible for managing client relationships and providing expert financial guidance in the music industry.We are looking for someone with a strong background in accountancy and excellent leadership and communication skills....


  • London, Greater London, United Kingdom DA Financial Trading Recruitment Full time

    Job OverviewDA Financial Trading Recruitment is seeking a highly skilled Customer Service Specialist to join their team in London. This is a fantastic opportunity for an Italian speaking individual with excellent customer service skills to work in the financial services industry.