Financial Services Jobs in Devon & the South West

Introduction to Financial Services Sector

The financial services sector is a vast sector, with varying services related to managing money and finances of both businesses and individuals. This sector is crucial to the economic growth of our economy, and facilities the flow of capital here in the South West.

This is also an emerging sector for innovation and new technology, with the adoption of new banking methods such as open and neo banking and the changeable mortgage market.

This is a highly regulated industry that requires those working within it to adhere to compliance and regulatory requirements, to protect the individuals they work with.

Find a role in Financial Services

There are lots of roles available in the financial services sector, across a broad range of disciplines. However, many of these disciplines require qualifications to hold a position in. You will likely need a degree in finance, economics or a related field. After this you can complete an ACCA, CA, Masters in Finance, CFP, CeMAP and more.

Some examples of roles within the finance sector include Financial Analyst, Investment Banker, Risk Manager, Financial Planner, Auditor, Compliance Officer, Wealth Manager, Mortgage Advisor and Pension Fund Manager. These roles often start at Analyst level, before progressing to Officer, Manager, Advisor, or Controller.

To succeed in these roles you will need to have an exceptional level of detail, strong numerical skills and ability to work with clients at varying levels of financial capabilities.

We work closely with candidates in the financial services industry across the South West to find roles that fit their needs, goals and qualifications.

Hiring for Financial Services roles

Like all of our sectors, we work closely with hiring managers at each business to understand your requirements, needs and assess cultural fit. Whether you know exactly the type of person you’re looking to hire, or you want to lean on our expert insight, we work closely with established teams or as an outsourced recruitment partner to help you find the right person.

All candidates go through our assessment process to ensure they meet the skills and requirements for your role, and we get to know all of our candidates on a personal level, so that we know everyone we recommend could be a great fit for your business.

Our Financial Services sector is led by Jo Howell who is our go-to expert on all aspects of the financial sector. She has a next-level expertise in understanding what your finance department needs to deliver and works to build strong relationships with your organisation.

Common interview questions for Financial Services roles

How do you ensure accuracy with financial reports?
What are the current trends in the financial industry?
How do you ensure compliance with financial regulation?
What is your approach to client onboarding and due diligence?
What steps do you take to mitigate financial risks?
Describe a time you had to explain complex financial situations to a client.
How do you prioritise tasks when working across clients in varying financial situations?
What is your process for financial forecasting?

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