Financial Services Specialist

2 days ago


London, Greater London, United Kingdom Marsden Building Society Full time

We are seeking a skilled Financial Services Specialist to join our Savings Team at Marsden Building Society.

This role will involve supporting the processing of ISA transfers and cheque administration, while also processing customer requests including account amendments and transactions.

The successful candidate will need to share the Marsden Building Society passion for outstanding personal service and be able to work collaboratively with colleagues across the organization.

As a progressive organization that values individuality and diversity, we offer a competitive salary range of £25,000 - £35,000 per annum, depending on experience, as well as a generous annual leave entitlement and contributory pension scheme.

In addition to these benefits, we also provide life assurance, simply health cover, and discounted memberships.

The ideal candidate will have excellent communication and organizational skills, with the ability to work effectively in a team environment. We are committed to providing ongoing training and development opportunities to support the growth and success of our employees.



  • 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...


  • 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 Synchronicity Financial Services Full time

    Key ResponsibilitiesProvide expert financial planning advice to HNW clients across all areas of financial services.Build and maintain strong relationships with existing clients, identifying new business opportunities and driving revenue growth.Collaborate with internal teams to deliver exceptional client service and exceed business targets.A competitive...


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

    We are looking for a skilled Tax and Financial Specialist to join our team at Aether Financial in Mayfair, London. As a key member of our team, you will provide expert tax advice and financial planning services to our clients.The estimated salary for this role is £65,000 - £90,000 per annum, based on your qualifications and experience.Your responsibilities...


  • London, Greater London, United Kingdom Fire Financial Services Limited Full time

    Are you a compliance expert looking for a new challenge?Job SummaryWe are seeking a highly skilled Financial Risk and Compliance Specialist to join our team at Fire Financial Services Limited. As a key member of our risk management team, you will be responsible for ensuring that our payment services comply with all relevant regulations and laws.Key...


  • London, Greater London, United Kingdom Countrywide Mortgage Services Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team in London. As a Mortgage and Protection Consultant, you will be responsible for providing exceptional customer service and advising clients on a range of mortgage products.The successful candidate will have excellent communication skills and be able to work...


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

    Role SummaryQuilter Financial Planning is seeking a Financial Planning Specialist to join our team of experienced financial advisors. As a Financial Planning Specialist, you will be responsible for evaluating clients' financial situations, developing sound financial plans, and advising clients on current financial matters.The ideal candidate will have proven...


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

    About the RoleWe are seeking a highly skilled Financial Services Supervisor to join our team at Synchronicity Financial Services in London. This role is responsible for the supervision of financial advisors, working alongside other T&C supervisors and the wider T&C function, contributing to the progressive development of T&C across the firm.Job...


  • 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 Aether Financial Full time

    At Aether Financial, we are seeking a talented Music Industry Financial Specialist to join our team in London's West End. This exciting opportunity is perfect for an individual with expertise in accountancy services for clients in the music industry.We are recognized as leaders in our field and pride ourselves on providing top-notch financial services to...


  • 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 P10 Financial Group Full time

    Job Description:We are seeking an experienced Commercial Debt Advisor to join our team at P10 Financial Group. As a key member of our commercial business, you will be responsible for advising clients on various financial products and services.Key Responsibilities:Providing expert advice on debt management and restructuring solutionsAssessing client...


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

    About the OpportunityThis is an exciting opportunity for a paraplanner looking to develop their technical knowledge and progress to Chartered status.As a Technical Paraplanning Specialist, you will work closely with our Advisers, providing full paraplanning support including report writing, conducting research, and preparing presentations for...


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

    Job Overview:Bruin Financial, a leading financial institution, is seeking a highly skilled Financial Services Risk Analyst to join their team. As an Operational Risk Specialist, you will play a crucial role in ensuring the effective management of operational risks across the organization.ResponsibilitiesYou will be responsible for directing and reviewing the...


  • 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 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 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 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...