Financial Services Specialist

3 weeks ago


South Ruislip, United Kingdom GTCO Ltd Full time

About the Role:

We are seeking a highly skilled and experienced Financial Services Specialist to join our team at GTCO Ltd. As an Independent Financial Services Advisor, you will be responsible for providing expert advice to clients on a range of financial services, including investment management and institutional trading.

Key Responsibilities:

  • Adhere to FCA Individual Conduct Rules, exercising due care, skill, and diligence in all aspects of your work.
  • Maintain detailed knowledge of FCA rules concerning pensions, investments, estate planning, and protection advice.
  • Conduct 'Know Your Customer' (KYC) inquiries and gather sufficient information to provide suitable advice.
  • Analyze client data and research appropriate investment options on an independent, whole-market basis.
  • Present suitable advice clearly, including charges, disadvantages, and reasons for recommendations.
  • Complete all documentation thoroughly and in line with FCA guidance.
  • Provide ongoing advice on personal pensions, ISAs, GIAs, and bond investments.
  • Monitor client portfolios according to investment objectives and risk profiles.
  • Build and maintain strong relationships with clients and intermediaries.

Requirements:

  • APFS or ACII or equivalent qualification.
  • Proven experience as a FCA Approved Wealth Manager.
  • Working knowledge of FCA and HMRC regulations.
  • Interpersonal skills.
  • Proven ability to deal with high-profile clients.
  • Negotiation and presentation skills.
  • Analytical and investment skills.
  • Accuracy and attention to detail.

Benefits:

  • Pension scheme.
  • Commission.
  • Bonus structure: minimum of £2000 per month.
  • Holiday entitlement decided upon by the candidate.
  • Independent working under own decision.


  • South East London, United Kingdom Financial Services Compensation Scheme Full time

    About Our OrganisationFor over two decades, the Financial Services Compensation Scheme (FSCS) has been a cornerstone of the UK's financial stability, protecting consumers and restoring confidence in the sector.A Competitive Salary PackageWe offer a salary range of £80,000 - £110,000 per annum, reflecting the importance of this role in shaping our...


  • South Ruislip, United Kingdom TREVETT PROFESSIONAL SERVICES LTD Full time

    Job Title: Fabric Maintenance SpecialistJob Summary: We are seeking a skilled Fabric Maintenance Specialist to join our team at TREVETT PROFESSIONAL SERVICES LTD. As a Fabric Maintenance Specialist, you will be responsible for undertaking all building fabric activities, including patch repairs, minor plumbing, and carpentry, painting and decorating, to the...


  • South East London, United Kingdom SW6 Associates Limited Full time

    Unlock Your Potential in Financial Services RecruitmentAt SW6 Associates Limited, we're excited to offer a challenging and rewarding role as a Financial Services Recruitment Specialist. As a key member of our team, you'll have the opportunity to work with leading recruitment firms within the Financial Services sector, specializing in Investment Banking,...

  • Gas Engineer

    3 weeks ago


    South Ruislip, United Kingdom Rock managed services Full time

    About the Role:We are seeking a skilled and qualified Gas Engineer to work on a sub-contract basis for Rock managed services. The successful candidate will be responsible for servicing, maintaining, and repairing gas systems and appliances in social housing properties within the South West London area.Key Responsibilities:Service, maintain, and repair gas...


  • Ruislip, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    Job Title: Financial Management ExpertAbout the Role:We are seeking a highly skilled and experienced Financial Management Expert to join our team at Burton Bolton & Rose Recruitment Services Ltd.About You:A qualified accountant with experience in financial management, preferably in an accounting practice or finance role.Strong knowledge of financial...

  • Training Consultant

    6 months ago


    South East, United Kingdom Specialist Financial Recruitment Full time

    Our client is on a mission to disrupt financial planning and wealth management technology and become the leading FinTech provider within the industry. Different in every respect, our client has developed market-leading, business-transforming, software that spans an advisory firm’s entire business. The result is a digital transformation platform that...


  • South East, United Kingdom Proactive Appointments Limited Full time

    Financial Services Expert OpportunityWe are seeking a seasoned Midas Banking Specialist with expertise in Test Management, Integration, and Migration of the Midas banking product. This long-term contract will involve engaging projects, including:Recent Midas banking knowledgeTest ManagementIntegration of Midas banking systemsKey Responsibilities:Lead Test...


  • South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Company Overview:A highly successful SJP Partner Practice is seeking an experienced Paraplanner to join their growing team in the South West, offering a competitive salary and bonus.The Practice provides a first-class service to clients, offering a range of investment and retirement products and solutions to meet their financial goals and objectives.Job...


  • South Ruislip, United Kingdom First Call Contract Services Full time

    We are seeking a skilled HGV Class 2 Waste Management Specialist to join our team at First Call Contract Services. As an essential member of our fleet, you will operate dustcarts in a safe and efficient manner across Westminster and Wembley areas.This is an exciting opportunity to work in a fast-paced local waste management company where you will be...


  • South West England, United Kingdom Hays Specialist Recruitment Limited Full time

    Job SummaryAs a highly skilled Bookkeeper for Hays Specialist Recruitment Limited, you will be responsible for maintaining the financial integrity of our clients' businesses. Key ResponsibilitiesProcess sales invoices, receipts, and payments to suppliers, ensuring accuracy and timeliness.Reconcile supplier invoices to delivery notes, and ensure all credit...


  • South Shields, South Tyneside, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management and contract negotiation, with excellent analytical and problem-solving skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients...


  • South Ruislip, Greater London, United Kingdom Fram Executive Search Limited Full time

    Fram Executive Search Limited is partnering with a boutique asset manager based in Central London to find a highly skilled Project Accounting Specialist. This is a 12-month fixed-term contract position that requires strong leadership skills, ACCA or ACA qualification, and experience in migrating to new accounting software and leading complex projects.The...


  • South Croydon, United Kingdom beBee Professionals Full time £35,000 - £55,000

    We are looking for a Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...


  • South Ruislip, Greater London, United Kingdom Bennett and Game Recruitment LTD Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Operations Manager to join our team at Bennett and Game Recruitment LTD. As a key member of our finance team, you will be responsible for managing the business services department and ensuring the smooth running of financial operations.ResponsibilitiesManage and support a team of...


  • South East England, United Kingdom Premier Jobs UK Limited Full time €5

    Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...


  • Ruislip, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    This role is ideal for a proactive and organized professional who wants to make a valuable contribution to our company's success. As a Client Service Delivery Specialist, you will have the opportunity to coordinate maintenance requirements for residential housing tenants, schedule repairs and maintenance, and allocate work to the maintenance team.Key...


  • South Brent, Devon, United Kingdom Wise Employment Full time

    We are seeking an experienced Financial Operations Specialist to join our team at Wise Employment. The successful candidate will play a key role in maintaining accurate financial records for our clients.The ideal candidate will have a strong background in accounting and financial management, with experience using Xero and CRM systems. They will be highly...


  • South Molton, Devon, United Kingdom The Recruitment Co. Full time

    About the Role:At The Recruitment Co., we are seeking an experienced Financial Management Specialist to join our team.As a key member of our organization, you will be responsible for managing and maintaining our financial operations.Key Responsibilities:Manage cash flow and budget to ensure the financial stability of the company.Process payroll and accounts...


  • South Ruislip, Greater London, United Kingdom Celsus Group Limited Full time

    Diagnostic Imaging SpecialistWe are seeking a skilled Diagnostic Imaging Specialist to join our team at Celsus Group Limited. As a Diagnostic Imaging Specialist, you will be responsible for providing high-quality ultrasound services to mothers and babies throughout pregnancy and the postnatal period in an outpatient setting.Key Responsibilities:Practice...


  • South Ruislip, Greater London, United Kingdom TECREC (ENGINEERING RECRUITMENT SPECIALISTS) LTD Full time

    Job Title: Building Services TechnicianJob Summary: We are seeking an experienced Building Services Technician to join our team at TECREC (Engineering Recruitment Specialists) LTD. The successful candidate will be responsible for the day-to-day running of the maintenance on-site and will be part of a 3-person team.Key Responsibilities:* Maintain and repair...