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Financial Services Expert
1 week ago
RedChair Recruitment is currently seeking a highly skilled Financial Services Expert to join our team. The ideal candidate will have a strong background in financial services and be able to provide expert advice to clients on mortgage, pension, and investment matters.
Salary and BenefitsThe salary for this role is open to negotiation and will incorporate a base salary with additional bonuses related to performance. The benefits package includes a competitive pension scheme, income protection, medical insurance, and 22 days of annual leave.
About the RoleThe successful candidate will be responsible for conducting comprehensive financial assessments for clients, developing customized financial plans, and providing ongoing financial guidance and investment management services. They will also need to stay up-to-date with market trends and regulatory changes.
To be considered for this role, candidates should have a certification as a QFA or equivalent, at least 2 years of experience in financial advising, and an in-depth understanding of financial products, regulations, and lending criteria.
