Senior Financial Consultant
4 weeks ago
About the Role
Bond Rec is seeking a skilled Senior Financial Consultant to join their team in Ellesmere Port. As an Independent Financial Adviser or Pension Transfer Specialist, you will work closely with international actuarial and pension trustee firms to advise former UK pension members on enhanced transfer value offers.
Key Responsibilities
- Comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times
- Provide financial review services to existing clients in a timely manner and in accordance with the firm's procedures
- Prospect and contact potential clients in accordance with the firm's business plan and supervisor's guidance
- Ensure suitable recommendations are made and all supporting documentation is maintained
Requirements
- Technical knowledge and qualifications (e.g. QCA Level 4 exams) or equivalent
- Detailed knowledge and understanding of the firm's compliance procedures including record keeping requirements
What We Offer
A competitive salary and bonus package is on offer for the successful candidate. If you are a motivated and experienced professional looking to take your career to the next level, please apply today.
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