Financial Services Specialist

4 weeks ago


Ellesmere Port, Cheshire, United Kingdom Bond Rec Full time
About the Role

We are seeking a highly skilled Financial Services Specialist to join our team at Bond Rec. As an Independent Financial Advisor, you will play a crucial role in providing expert advice to clients in a compliant manner.

Key Responsibilities
  • Provide financial review services to existing clients in a timely and efficient manner.
  • Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice for approved persons, and the relevant FCA rules at all times.
  • Maintain all standards of performance as required by the firm.
  • Comply with the relevant compliance, TCF, T&C, and financial crime procedures of the firm at all times.
What We Offer

A competitive salary and bonus package is available for the successful candidate. If you are a motivated and experienced professional looking for a new challenge, please apply today.



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