Business Development Manager - Liverpool / Manchester Our client is the fastest growing provider of protection and PMI products to the IFA/broker marketplace. They offer a unique ‘non-vanilla’ approach to protection in the UK and are represented on virtually all the leading networks’ panels. Due to their expansion, they are looking for entrepreneurial BDM’s to work intensively with a panel of brokers/IFA’s to drive business....
Organisation Description Reed in Partnerships Central Finance Team based in Liverpool are recruiting for a Claims Analyst to join their ever-growing team. We are looking for someone who has experience of working in a finance type role coupled with good Microsoft Excel skills. If you believe you have the above criteria, read on as this could be the perfect opportunity you have been searching for... <b...
Organisation Description An exciting and dynamic role has become available at a large Wealth Management organisation as they are looking to recruit a Training & Competence Assistant to join the L&D department. This role is to support operations and ensure all staff are up to date with regulatory and legislative releases. The salary on offer is around £22k - £26k. If you have the experience required...
Position: Unit Trust Transfers Supervisor A forward thinking and long established Financial Services firm based in Liverpool now have a new opening for a Unit Trust Transfers Supervisor. It will be your responsibility to ensure that their important clients receive a smooth transition of accounts and assets in a timely manner. Key responsibilities for the Unit Trust Transfers Supervisor: Overse...
Huntswood are offering start dates in July on an exciting project in Chester. Working for a large retail bank on an interim basis, this project will run until the end of the year and could extend further. This is a full time role working Monday to Friday. The working hours will be 7am - 3.30pm or 3.30pm - 11pm. Flexibility is required from all candidates. Your role will involve: <br /...
We are currently recruiting for a Paraplanner for our client’s friendly team delivering high-quality financial planning solutions. You might be a paraplanner, report writer, analyst, researcher or even and advisor – they don’t mind. Their clients are individuals, business owners and trustees who rely on them to help them implement smart solutions so they have enough money to live the life they want. You will be working wi...
If you are the IFA Administrator/Accounts & Payroll Administrator we are looking for you will be… friendly, hard working, enthusiastic, conscientious and good with figures. You will describe yourself as up-beat, courteous, having high standards, paying attention to detail, able to use your own initiative and be a relaxed team player. You will be responsible for four main roles within Cestrian Financial Plannin...
WEALTH MANAGEMENT PRACTICE- LIVERPOOL CLIENT PORTFOLIO TECHNICAL SUPPORT RANGE OF CONTRACTS FROM SELF-EMPLOYED TO SALARIED A leading wealth management practice in Liverpool are looking to expand their adviser numbers by recruiting an additional adviser to join their team. Due to an increase in referrals they are now a...
Huntswood are offering start dates in July on an exciting project in chester. Working for a large retail bank on an interim basis, this project will run until the end of the year and could extend further. This is a full time role working Monday to Friday. The working hours will be 7am - 3.30pm or 3.30pm - 11pm. Flexibility is required from all candidates. Your role will involve: <br /...
Case Handlers Location: Chester Fixed Term Contract until December 2013 Starting salary £16,000, rising to £18,000 Working Hours 7am-3pm or 3pm-11pm Capita are currently recruiting for a number of Case Handlers for a Payment Protection Insurance (PP...
Job Title- Sales Executive Location- Manchester Salary- £23k basic plus OTE Our client is a leading financial services company offering clients a full range of financial products assist them in the current financial climate. Year on year they demonstrate the drive and passion to develop maintain and increase relationships with leading professional organisations. With a vast range of services available to clients th...
We are looking for Enforcement Officers (Bailiffs) in the following areas; Liverpool area Enforcement Officers (Self Employed) Uncapped earning potential - Have you got the potential to exceed? - Do you like to be part of a growing team? - Are you competitive and up for a challenge? - Would you like to work for one of the UK’s largest nforcement companies?</...
PARTNERSHIP LEVEL OPPORTUNITY- WIRRAL EXCEPTIONAL SELF EMPLOYED SPLITS ONE TO ONE PA SUPPORT An opportunity has arisen to join a leading IFA practice on the Wirral. The firm are part of a wider network across the country and are keen to continue to grow their adviser numbers as well as acquiring other<br ...
17 jobs matching this search were posted in the last week
SELF- EMPLOYED CONSULTANT- LIVERPOOL CLIENT PORTFOLIO TECHNICAL SUPPORT AND PROFESSIONAL CONNECTIONS LEADING SPLITS A national wealth management consultancy are looking to grow their number of Consultants in Liverpool. The firm have excellent professional connections and tec...
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. The ideal candid...
Reporting directly to the head of site in Liverpool, the dealership accountant will have a high profile role within this continually successful motor trade business. As Dealership Accountant you will have ownership of the finance function overseeing a small team looking after the transactional level. The dealership accountant role willprovide exposure to the production of the full monthly management accounts, budget & forecast process, stra...
Organisation Description Gain access to ALL areas of the service to members and not just one. Consolidate and improve your knowledge in the pensions industry with this pensions administration role. I worked in the pensions industry so if you have experience within pensions I can fully brief you on this role and how it differs from others. Salary really depends on your experience, and is up to £2...
Organisation Description I say rare as there are key features of this role that makes it stand out from the crowd. Join a growing and respected financial planning company in Liverpool as a Paraplanner The role is permanent and will allow you to prove your skills and experience and further develop in this fast moving environment. The salary is up to £28,000 Job Description...
Compliance Manager - £25,000 - £30,000 - Manchester / Liverpool, Merseyside. Well respected Investment & Financial Planning firm based in Liverpool require a Compliance Manager to assist in the running of the department. This role is a 9 month contract. You will be based in the Liverpool office and occasionally work in the Manchester office. Your role will be to: Provide an advisory service to the Financ...
A leading Financial Services company with a fantastic reputation now has a new and exciting opportunity for a Training & Competence Officer. Reporting into the T&C Executive you will be assisting to assess, maintain and reassess the competence of approved financial persons within the business. Key responsibilities for the Training & Competence Officer: Assessing competence: Work wi...
Paraplanner - Liverpool, Merseyside - £20k-£25k To provide Paraplanning services to the IFA's within the IFA Practice in all aspects of Pensions, Life and Investments. To actively contribute to the ability of the FS team, under the general direction of the Office Manager. Your duties will include the following: Provide preparation reports, suitability letters and the processing of new business and the ...
Paraplanner - Liverpool - £20k - £28k. Our client is an IFA Practice 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 ...
Trainee Case Handlers Location: Chester Capita are currently recruiting for a number of Trainee Case Handlers for a Payment Protection Insurance (PPI) complaints handling project on a fixed term contract. The role will involve investigating PPI policy sales and to assess whether it was a suitable product for each individual case. You will be required to provide a high standard of customer service on individual cases, i...
Paraplanner - £20k-£25k - Liverpool, Merseyside. IFA Practice based in Liverpool City Centre are seeking a Paraplanner to join their team. The Paraplanner will be responsible for producing reasons why letters and assisting the IFA with technical issues. Ideally the successful candidate is Dipfs qualified or working towards the qualification. For further information on this vacancy please contact Philip G...
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. Process a range o...
