Financial Services Specialist

6 days ago


Guildford, Surrey, United Kingdom GCB Recruitment Full time
Company Overview
GCB Recruitment is proud to partner with a rapidly growing financial services firm that offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment prioritising employee satisfaction and growth.

Salary
The salary package on offer for the role of Financial Advisor includes a basic salary of £45,000 - £70,000, an OTE of £100,000, and a bonus structure.

Job Description
As a Financial Advisor, you will work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support. Your strong ability to understand client needs and recommend suitable products and services will help achieve their financial goals.

Required Skills and Qualifications
The ideal candidate will have a Level 4 Diploma, excellent communication, interpersonal, and listening skills, the capability to explain complex information simply, and the ability to network and establish relationships with clients. A target-driven mindset is also essential for this role.

Benefits
In addition to a competitive salary, the company offers a dynamic work environment, opportunities for growth and development, and a range of benefits to support your well-being. You will have the flexibility to work from home or in the office, depending on location.

Responsibilities
Key responsibilities include arranging client appointments, managing and maintaining client relationships, growing a successful client book, conducting annual client reviews, and maintaining high professional standards.

  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    Job OverviewFinancial Divisions is a reputable company offering holistic advisory services to high-net-worth individuals, retirees, and professionals in Surrey and London.We are seeking an experienced Financial Adviser (Chartered or studying towards it) to manage an existing client book generating over £250k in ongoing advice fees.The successful candidate...


  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    Financial Planning Director OpportunityWe are seeking a highly skilled Financial Planning Director to join our team at Financial Divisions. As a key member of our advisory team, you will be responsible for managing an existing book of business from a retiring adviser, generating over £250k in ongoing advice fees.Our clients are high net worth individuals...


  • Guildford, Surrey, United Kingdom Financial Divisions Full time

    **About the Role**Financial Divisions is seeking an experienced Financial Planning Consultant to manage an existing book of business from a retiring adviser. The successful candidate will be responsible for servicing a portfolio of high net worth individuals, generating over £250k in ongoing advice fees.**Key Responsibilities**Provide holistic advisory...


  • Guildford, Surrey, United Kingdom ProTalent Limited Full time

    ProTalent Limited is seeking a skilled Financial Reporting Specialist to provide high-quality financial reporting services to a diverse range of clients. Key responsibilities include:Preparing and reviewing financial statements and management accountsEnsuring tax compliance and maintaining accurate bookkeeping recordsProviding audit support and management...


  • Guildford, Surrey, United Kingdom Page Personnel Finance Full time

    We are seeking a Financial Operations Specialist to join our Accountancy team in Guildford. The ideal candidate will have a strong background in costing and bidding, with experience in operating as a finance lead on bidding activities.Key Responsibilities:Review and validate bid costings prepared by Engineering, ensuring correct application of financial...


  • Guildford, Surrey, United Kingdom BDO UK Full time

    BDO UK is recruiting a skilled Financial Reporting Specialist to join our team. As a leading accountancy and business advisory firm, we provide expert advice and solutions for entrepreneurial organisations.The successful candidate will be responsible for developing and maintaining expertise in UK and International GAAS, IFRS, UK GAAP, and Financial Reporting...


  • Guildford, Surrey, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. The ideal candidate will have a strong background in financial management, contract negotiation, and project coordination.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...


  • Guildford, Surrey, United Kingdom Fletcher George Full time

    We are seeking a Financial Compliance Specialist to join our Audit and Accounts team at Fletcher George. As a key member of our team, you will be responsible for ensuring compliance with financial regulations, developing internal control procedures, and providing training to staff.Average salary: £50,000 - £70,000 per annumAbout the role: We are looking...


  • Guildford, Surrey, United Kingdom Recruitment Services UK Full time

    Job Description:Recruitment Services UK is seeking a highly motivated and results-driven Financial Sales Executive to join our team at Soloman Asset Management. As a leading financial services company specializing in debt recovery and financial management, we are committed to delivering outstanding financial solutions to our clients.The successful candidate...


  • Guildford, Surrey, United Kingdom Recruitment Services UK Full time

    Job Title: Financial Sales ProfessionalWe are seeking a highly motivated and results-driven Financial Sales Professional to join our team at Recruitment Services UK. As a Financial Sales Professional, you will be responsible for managing client relationships, identifying new business opportunities, and driving revenue growth through effective sales...


  • Guildford, Surrey, United Kingdom Guildford Borough Council Full time

    We are seeking a highly skilled Financial Benefits Specialist to join our team at Guildford Borough Council. This is an excellent opportunity for a motivated and proactive individual to develop their career in a challenging and rewarding role.About the RoleThis role will involve providing expert advice on welfare benefits and money management to clients, as...


  • Guildford, Surrey, United Kingdom RSM Full time

    Job DescriptionRole Overview:The role of Financial Reporting Specialist is a key position within the financial reporting advisory national team, focusing on clients in the London and Southern region. As an assistant manager, you will support the wider team and assist managers to deliver complex accountancy-related projects for clients.Key...


  • Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Financial Planning specialist.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.Role DescriptionThe role involves...


  • Guildford, Surrey, United Kingdom CleverHR Full time

    CleverHR is seeking a skilled Financial Services Professional to join their team in South Croydon and surrounding areas. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals.The ideal candidate will have a proven track record in sales and customer service, with the...


  • Guildford, Surrey, United Kingdom RSM Full time

    Job SummaryThis is an exciting opportunity to join our team as a Financial Reporting Specialist in London. As a key member of our national financial reporting advisory team, you will support senior managers and assist clients with technical accounting, financial reporting, and consolidations.We are seeking a highly skilled professional with experience in UK...


  • Guildford, Surrey, United Kingdom 2i Recruit Ltd Full time

    Are you a motivated and detail-oriented individual with experience in the Financial Services sector? Do you have a minimum of CF level 1 and 2 years' experience in administration? If so, we may have the perfect opportunity for you as a Financial Services Administrator at 2i Recruit Ltd in Guildford.About the RoleAs a Financial Services Administrator, you...


  • Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    Role OverviewWe are currently recruiting for a Financial Planning practice based in Guildford who are seeking a Paraplanner to join their team. This role offers hybrid working with 1 day in the office and 4 days from home.About the CompanyThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a...


  • Guildford, Surrey, United Kingdom Guildways Full time

    Job Title: Financial Recovery SpecialistLocation: GuildfordJob Type: Full Time, Permanent Office BasedGuildways, a trading name of Lovetts Ltd, seeks a skilled individual with high attention to detail to assist in recovering monies owed to its clients.Key responsibilities include:Recovering debts on behalf of clientsManaging customer relationships to ensure...


  • Guildford, Surrey, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Technical Paraplanner. This role offers hybrid working 1 day in the office and 4 days from home.Company DescriptionThe company is a boutique wealth management firm based just outside of Guildford, providing expert financial advice to a range of...


  • Guildford, Surrey, United Kingdom NatWest Group Full time

    NatWest is seeking a skilled Senior Customer Service & Operations Anti-Money Laundering Analyst to join our specialist AML team.Job Summary:This role offers an exciting opportunity for a professional with expertise in AML processes and procedures to contribute to delivering the most successful outcomes for the business and our customers.You will be working...