Financial Services Expert

1 month ago


St Albans, Hertfordshire, United Kingdom GCB Recruitment Full time

Our client is a rapidly growing financial services firm that offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth.

Responsibilities of the Financial Services Expert:
  1. Arranging client appointments
  2. Managing and maintaining client relationships
  3. Growing a successful client book
  4. Conducting annual client reviews
  5. Maintaining high professional standards

Our client offers a salary package on offer for the role of Financial Services Expert including £45,000 - £70,000 Basic Salary, £100,000 OTE, and Bonus Structure.

Working Hours:

Monday – Friday, Office or home-based dependent on location.

The ideal candidate will have a Level 4 Diploma, excellent communication, interpersonal and listening skills, the capability to explain complex information simply and clearly, the ability to network and establish relationships with clients, and a target-driven mindset.



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