Financial Services Specialist

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...

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,...

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...

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...

Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...

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...

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...

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...

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...

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...

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...

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.

We are seeking a Financial Solutions Specialist to join our team at P10 Financial Group in London. This role offers a competitive salary of £90,000 - £120,000 per annum.The successful candidate will be responsible for structuring large deals, making loan decisions through various means including credit history review, credit scoring, and affordability...

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...

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...

**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...

We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...

About the Role:We are currently recruiting for an experienced Senior Financial Reporting Specialist to support our financial team in London.In this role, you will assist in the preparation of monthly financial reports, manage regulatory reporting, and provide expert advice on financial management.The successful candidate will have ACA or ACCA qualifications,...

Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Quilter Financial Advisers.The ideal candidate will have a proven track record of delivering exceptional financial planning services to clients, ensuring their goals and objectives are met.This is an excellent opportunity for a motivated individual to build a...

Job DescriptionWe are seeking a skilled Financial Planning Support Specialist to join our team at Financial Divisions. This is an excellent opportunity for a Level 4 Diploma Qualified Paraplanner to develop their expertise and transition into advice within 3 years.As a Financial Planning Support Specialist, you will be responsible for providing full...