The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
Experienced Office Manager, with extensive Financial Services experience, sought by this small IFA practice based in South Wirral. Accountancy linked IFA firm looking for an Office Manager to undertake a range of important business tasks. The role will involve supervising and managing all back office functions and staff, managing, recruiting and training (when necessary) and motivating back office team and providing sales suppo...
Regulatory Compliance Officer - Merseyside - £35k-£45k . Large Financial services firm who are looking to recruit for their expanding Compliance department within the Liverpool office. Our client is a market leading financial services firm who have offices throughout the world. Due to the growth within the compliance department they are looking to bring onboard a candidate who has a background within compli...
Compliance Manager - £30k-£40k - Merseyside . Well respected Investment & Financial Planning firm based in Liverpool require a Compliance Manager to assist in the running of the department. Your role will be to: Provide an advisory service to the Financial Planning division and other business areas. Conduct Monitoring reviews for the Financial Planning division. Maintain the compl...
Financial Planning Advisor - Liverpool - £21k - £30k. Large global bank require a Financial Planning Advisor to be based at one of their branches in Liverpool, Merseyside. The main purpose of the role will be to pro-actively develop and build financial planning solutions to meet customers needs and grow long term customer relationships. You will provide advice and recommendations to existing customer...
Pensions Administrator - Merseyside - £15k - £20k. Financial Services Company based in Merseyside require a Pensions Administrator to join growing team. Your job will be to undertake tasks required for large pension schemes, complete work allocated to yourself for a range of pension enquiries. You will be working with Defined Benefit and Defined Contribution pensions. Experience with defined benefit ...
SELF EMPLOYED IFA- LIVERPOOL 80-20 SPLITS, NO FEES, FULL BACK OFFICE SUPPORT A highly successful IFA practice are looking to bring on board a self employed RI. With an exceptional reputation throughout the North West, the successful candidate will be joining a team who are currently working across the Merseyside region. The firm have several public sector connections and are also working alongside some presti...
Due to continued success, a prestigious global Investment Management firm now has a permanent opening within their impressive Liverpool City Centre office for an experienced Dividends Administrator. You will be joining an established and friendly team who provide a vital function to the business. This is a fantastic time to join a growing firm who offer excellent benefits The Dividends Administrator will be responsi...
Sales Support Administrator - Wirral - £14k-£18k Our client is a leading IFA Practice located on the Wirral Due to a period of growth within the company they are now seeking a Sales Support Administrator. The company specialises in IHT, Investment and Pensions advice so experience of any of these areas would be advantageous. Your main duties will be: Assist the IFA with day t...
OTE: £60 – 80k Established, Award winning Mortgage Brokerage is now seeking capable, confident; pro active mortgage and protection specialists to join their expanding team. Become part of an Elite Mortgage Group. The Role Whole of Market & Directly Authorised Brokerage Realistic first year earnings of £60 - £80k <stro...
Financial Consultant - Covering Wirral/Chester & North Wales - £30k-£39k Basic,Uncapped Bonus, Company Car,Pension. An excellent opportunity has arisen to join this leading, well established mutual company. You'll be working as a Multi-Tied Financial Adviser to a large portfolio of mainly high net worth. The objective of the role is to provide advice and recommendations to both new and existing custome...
One of the UK`s leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities within the financial services industry for UK Graduates to undertake Technical Administration roles for an important client in Chester. The rate on offer is £120-£125 per day for a period of 12-18 months. As a Customer Service Administrator you will: - Data gather and analy...
IFA Administrator - Merseyside - Salary: £15,000 - £19,000 An excellent opportunity has arisen to join this reputable IFA Practice in Merseyside. The job involves supporting a team of advisors and will be responsible for the administration of a range of Pensions, Investments and Life policies. Job Responsibilities: Provide administration support to consultants and paraplanners. <br...
REGIONAL ACCOUNTANCY PRACTICE- FINANCIAL PLANNING ARM LIVERPOOL FULL PARAPLANNING SUPPORT, HNW CLIENTS An opportunity has arisen to join a leading regional accountancy practice in their Liverpool office. With offices across the Manchester and Lancashire regions, you will be responsible for providing advice to HNW clients and local business owners in the region. Full back office support and clie...
Pensions Administrator - Merseyside - £15k - £18k. Financial Services Company based near South Liverpool, Merseyside require a Pensions Administrator to join growing team. Your job will be to undertake tasks required for large pension schemes, complete work allocated to yourself for a range of pension enquiries. You will be working with Defined Benefit and Defined Contribution pensions. Exper...
Our client is one of the top IFA firms in the North West and as a result of continued expansion currently require several qualifed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. T...
IFA Sales Support - Merseyside - £15k-£20k IFA practice based in Merseyside require an IFA Sales Support person due to growth within the practice. Ideally they are looking for someone who has experience of working within an IFA practice undertaking Sales Support for the Paraplanners and IFA's. Main Duties will include: Full Administration duties for the IFA's The generation...
Paraplanner - Liverpool - £20k - £28k. Our client is an IFA based in Liverpool who require a Paraplanner. Your role will be to support the IFA's and to make sure undertaken in a compliant manner. Your duties will involve the following: Sourcing suitable products for clients and making recommendations to the IFA's. Preparing documentation and quotations. Assist IFA's in dealing with cli...
Paraplanner - Merseyside Salary £20k-£25k - depending on experience A specialist IFA Practice are looking to expand their support team with the addition of a Paraplanner. They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review and be able to identi...
Pensions Administrator - Wirral, Merseyside - £16k - £ 18k A Pensions Specialist located on the Wirral in Merseyside seek a Pensions Administrator to join their expanding workforce. This career opportunity has been created due to a constant yearly growth. Working mainly within Personal Pensions your duties will include: Managing existing SSAS clients and you will be responsible for trustee meetings and new...
A well-known, successful Investment Management firm are seeking an experienced, hard-working and focused individual to join one of their operations departments as an Asset Transfers Administrator . This is a permanent vacancy which comes with an excellent benefits package. The Asset Transfers Administrator will be responsible for: Transferring securities to/from...
Pensions Administrator - Merseyside - £15k - £18k. Financial Services Company based near South Liverpool, Merseyside require a Pensions Administrator to join growing team. Your job will be to undertake tasks required for large pension schemes, complete work allocated to yourself for a range of pension enquiries. You will be working with Defined Benefit and Defined Contribution pensions. Exper...
Paraplanner - £20k-£25k - Liverpool, Merseyside. IFA Practice based in Liverpool City Centre are seeking a Paraplanner to join their team. The company are a successful practice and moved to a larger office and seeking new staff to help the business move forward into 2011 and beyond. The Paraplanner will be responsible for producing reasons why letters and assisting the IFA with technical issues. <br ...
We are currently recruiting for an enthusiastic and hard working Pensions Administrator for our prestigious client based in Liverpool City Centre. Although a degree is not essential, this role would suit a recent graduate with some experience of working within an office environment. This will be a 12 month fixed term contract with the possibility of permanent employment thereafter. Duties include: Process / authoris...
Our client is a national IFA and is offering a proposition what most advisers want i.e. Lead support and a efficient support structure This self employed proposition will give a platform for strong business growth and you will benefit from:- - Exceptional commission terms in addition to a menu of value added services - &n...
