Financial Executive, Sourcing Specialist

Posted Oct 20

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Carry out detailed competitor analysis by creating organizational structures, identifying leadership teams, and mapping executive talent across UK banks, wealth management, asset management, and fintech companies.

• Oversee headhunting initiatives utilizing LinkedIn Recruiter, UK financial databases, and advanced Boolean search methods to attract passive executive candidates within specialized sub-sectors.

• Confirm potential executive hires against the FCA Financial Services Register to ensure current, historical, and compliance statuses are verified.

• Evaluate senior leadership talent against UK benchmark criteria, including RDR Level 4/6 (DipPFS, DipFA, IMC, CFA, ACA/ACCA) and Competent Adviser Status (CAS).

• Perform competency assessments for senior candidates in accordance with the Senior Managers & Certification Regime, aligning their backgrounds with Senior Management Functions such as SMF1, SMF2, SMF4, SMF5, SMF16, SMF17, and SMF24.

• Conduct structured phone and video assessment interviews to evaluate technical proficiency, notice periods, compensation expectations, reasons for departure, and adherence to Fit and Proper standards.

• Keep well-organized candidate pipelines within the recruitment CRM/ATS.

• Create detailed executive shortlists and regulatory summaries for essential stakeholders.


⛳️ Requirements

• At least 3 years of experience in talent resourcing or executive recruitment, specifically within the UK Financial Services sector (either agency or in-house).

• Familiarity with UK regulatory bodies (FCA and PRA), Consumer Duty obligations, and the SM&CR framework.

• Solid understanding of pertinent UK professional qualifications in Asset Management, Wealth Management, Banking, Risk, and Compliance (e.g., CII/PFS, CISI, CFA, ICA).

• Proven ability to engage, qualify, and evaluate senior executives and C-suite leaders with confidence.

• Outstanding verbal and written English skills, complemented by refined interviewing, screening, and relationship-building abilities.

• Proficient in using LinkedIn Recruiter.

• Experienced in utilizing public regulatory verification databases (FCA Register).

• Knowledgeable in using professional Recruitment CRM / ATS systems.


🏝️ Benefits

• Flexible independent contractor engagement model.

• Fully Remote.

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