Financial Services Specialist
5 days ago
This is an exciting opportunity to join MERJE Ltd as a Financial Services Specialist. As a key member of our team, you will play a vital role in helping us deliver exceptional service to our clients.
Job Summary:
We are seeking an experienced and skilled Financial Services Specialist to join our team. The successful candidate will be responsible for providing high-quality financial services to our clients, including interpreting data, analysing information and providing solutions to meet their needs.
About the Role:
In this role, you will work closely with our clients to understand their financial goals and objectives. You will then use your knowledge and expertise to provide tailored solutions to help them achieve their goals. This may involve consolidation of client goals and recommendations into written formats such as suitability letters and client-specific illustrations.
Key Responsibilities:
* Interpret data and analyse information to provide solutions to meet client needs
* Consolidate client goals and recommendations into written formats
* Work closely with clients to understand their financial goals and objectives
* Provide high-quality financial services to clients
Requirements:
* Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
* Practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations
Salary: £45,000 - £55,000 per annum
About Us:
At MERJE Ltd, we pride ourselves on delivering exceptional service to our clients. We are committed to building long-term relationships with our clients and providing them with tailored solutions to meet their financial needs.
-
Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob 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...
-
Financial Reporting Specialist
3 weeks ago
London, Greater London, United Kingdom Bruin Financial Full timeJob 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...
-
Financial Solutions Specialist
3 weeks ago
London, Greater London, United Kingdom P10 Financial Group Full timeWe 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...
-
Financial Accountant
4 weeks ago
London, Greater London, United Kingdom CER Financial Full timeAbout the RoleWe are seeking an experienced Financial Accountant to join our team as a Purchase Ledger Specialist. In this role, you will be responsible for maintaining accurate and up-to-date financial records, processing transactions, and providing high-quality accounting support.Key ResponsibilitiesProcess and reconcile purchase ledger transactions,...
-
Financial Services Professional
3 weeks ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeWe 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,...
-
Senior Financial Planning Specialist
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.
-
Financial Markets Specialist
2 weeks ago
London, Greater London, United Kingdom Randstad Financial & Professional Full time**Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management: Build and maintain strong relationships with institutional and...
-
Service Solutions Designer
3 weeks ago
London, Greater London, United Kingdom Financial Ombudsman Services Full timeWe are seeking a skilled Service Solutions Designer to join our team at the Financial Ombudsman Service in London, docklands or Coventry. As a Service Solutions Designer, you will be responsible for designing innovative service solutions that enhance our customer experience and create exceptional outcomes.The ideal candidate will have a proven track record...
-
Financial Services Relationship Manager
3 weeks ago
London, Greater London, United Kingdom Jigsaw Financial Full timeAbout Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...
-
Financial Operations Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeJob SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Financial Staffing Solutions. As a key member of our finance department, you will be responsible for managing the financial and administrative operations of our organization.Key Responsibilities:Manage double entry bookkeeping, invoicing, and bank reconciliations...
-
Financial Services Marketing Expert
3 weeks ago
London, Greater London, United Kingdom PXP Financial Full timeKey ResponsibilitiesAs a Financial Services Marketing Expert at PXP Financial, you will monitor product performance and customer engagement, adjusting strategies based on analytics. You will also partner with teams across PXP to ensure unified messaging and brand consistency.
-
Senior Financial Reporting Specialist
4 weeks ago
London, Greater London, United Kingdom Financial Reporting Council UK Full timeThe Financial Reporting Council UK is a leading regulatory body in the field of corporate governance, reporting, and audit. As a Senior Financial Reporting Specialist, you will play a key role in supporting the work of the UK Endorsement Board (UKEB) to assess International Financial Reporting Standards (IFRS) for application by UK entities.This exciting...
-
Financial Services Specialist
3 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a Financial Services Specialist to join our team at Artemis Recruitment Consultants Ltd. This role is ideal for someone looking to advance their career in the financial services industry.As a Financial Services Specialist, you will be responsible for advising clients on investment opportunities and providing expert guidance on financial...
-
Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
-
Financial Operations Specialist
3 weeks ago
London, Greater London, United Kingdom Rockfield Specialist Recruitment Full timeThe Rockfield Specialist Recruitment is seeking a highly skilled Financial Operations Specialist to join their dynamic and close-knit team. The successful candidate will be responsible for the financial aspects of project control, working closely with operations from tendering/planning/pricing stages through to conclusion and breakdown.Key...
-
Business Development Specialist
3 weeks ago
London, Greater London, United Kingdom Financial Times group Full timeJob OverviewWe are seeking a highly skilled Business Development Specialist to join our UK Client Relationship Management team at the Financial Times group.About the RoleThe successful candidate will play a crucial role in supporting account mapping, engagement, renewals, and business growth across various sectors, including corporate, finance, government,...
-
Financial Services Specialist
3 weeks ago
London, Greater London, United Kingdom Work Sponsors Full timeAbout Work SponsorsWork Sponsors is a dynamic and growing organization, committed to delivering exceptional financial services. Our team is comprised of experienced professionals who are passionate about their work and dedicated to making a positive impact.Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team. As a key...
-
Financial Management Specialist
2 weeks ago
London, Greater London, United Kingdom CDW Financial Specialists Full timeWe are seeking a highly skilled Financial Management Specialist to join our team at CDW Financial Specialists. This exciting opportunity will see you take on a key role in managing our accounts payable processes, ensuring accuracy and efficiency in all financial transactions.Key Responsibilities:Accounts Payable ManagementProcess payments and maintain...
-
Senior Financial Reporting Specialist
1 month ago
London, Greater London, United Kingdom InterQuest Financial Markets Full timeStatutory Reporting and Audit LeadershipWe're seeking a seasoned Group Audit and Reporting Manager to oversee the delivery of consolidated and standalone financial statements under IFRS and Local GAAP for our group entities.As a Senior Financial Reporting Specialist, you will lead audit queries and coordinate group audits within tight timeframes, ensuring...
-
Financial Services Specialist
4 weeks ago
London, Greater London, United Kingdom Royal Borough of Greenwich Full timeThe Royal Borough of Greenwich is seeking a skilled Financial Services Specialist to join its Corporate Debt Team. Undertake a variety of tasks related to the raising and recovery of debt in accordance with financial procedures. Provide excellent customer service and assist those in financial difficulties.If you are interested in applying, please note...