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: Investment Advisor Support A leading Financial Services firm now has an exciting opportunity within their Investment Advisor Support team. Joining their expanding office, you will be responsible for providing a first class service to their nationwide clients (prospective and existing), whilst also providing vital sales support to the Investment Advisors. This role offers excellent opportunities for p...
ACCOUNTANCY PRACTICE- LIVERPOOL FULLY PACKAGED IFA/WEALTH MANAGEMENT PROPOSITION ACCESS TO ACCOUNTANCY SERVICES AND BACK OFFICE NEGOTIABLE PACKAGE A prestigious accountancy practice in Liverpool are looking to expand their financial planning arm by recruiting additional advi...
A great opportunity for a strongaccountant to join a leading North West firm of Chartered Accountants and Business Advisors. The client range is wide, covering a number of sectors and business sizes including business start-ups through to multi-national organisations. The role encompass management accounts, year end accounts, audit and advisory work. The ideal candidate will a competent accountant - you may either be a recently quali...
This role of this Qualified Auditor based in Liverpool will be largely centred around: - External audit, ranging across a wide variety of sectors. - The role covers all business sizes, from owner managed businesses to large corporates. - There will be an aspect of mentoring and supervising, pushing junior members of the team and driving business development. - The ideal candidate for this role willideally be a newly q...
The position of Audit Senior based in our clients Liverpool office will require the successful candidate to work on a varied client base including, AIM listed clients, Housing Associations, Education, and OMB's across the North West. To be considered for this position you will be either ACA or ACCA qualified and have a good understanding of the technical aspects of an audit based role. It is vital that you have excellent communication...
Excellent opportunity for a qualified accountant to commence their career in Corporate Finance. Lead Advisory, often referred to as M&A, provides the full range of Corporate Finance deal management services to organisations and investors, advising on both M&A and private equity based transactions. You will be involved in: Appraising plans and financial projections Drafting due diligence reports Drafting business pla...
A great opportunity for a strong senior to join a leading North West firm of Chartered Accountants and Business Advisors. The client range is wide, covering a number of sectors and business sizes including business start-ups through to multi-national organisations. The role encompass management accounts, year end accounts, audit and advisory. The ideal candidate will be looking for a step up in client size and responsibility, with ex...
Joining a small team within one of Liverpool's leading public practices, the main purpose of the role is to supervise the work of three case administrators (responsible for c.100 live cases) as well as look to develop your own portfolio. The successful candidate should meet the following criteria: Strong experience in corporate insolvency Experience of property receivership very helpful, but not essential Backgrou...
The position of Audit Senior based in our clients Liverpool office will require the successful candidate to work on a varied client base including, AIM listed clients, Housing Associations, Education, and OMB's across the North West. To be considered for this position you will be either ACA or ACCA qualified and have a good understanding of the technical aspects of an audit based role. It is vital that you have excellent communication...
As a Senior Associate, your responsibilities will be both interesting and challenging, and would include: Providing audit and business advice to a variety of clients Building strong relationships with new clients and maintaining those with existing clients Providing an on-site co-ordination role for audit clients including the coaching and training of junior staff Supervising teams and reporting directly to senior sta...
Paraplanner - £20k-£25k - Liverpool, Merseyside. IFA Practice based in Liverpool City Centre is seeking a Paraplanner to join their team. This is a Full Time permanent position but would also consider candidates who are looking for Part Time. The Paraplanner will be responsible for producing reasons why letters and assisting the IFA with technical issues. If you have experience of working with Truth Software ba...
Employed Independent Financial Adviser - Professional Connections My client is part of a leading National IFA group, specialising in working with both Accountancy and Solicitor connections across the UK. They are looking for Independent Financial Advisers to work closely with their connections. Immediately, you will have the rare opportunity to build relationships within Accountancy and Solicitor connections, t...
24 jobs matching this search were posted in the last week
My client is a leadingretail business with a requirement to recruit a Finance Manager in to their Liverpool operation. The Finance Manager role is an operationally hands-on position requiring the post holder to work closely with the finance team helping deliver robust management information and accurate numbers to help drive the business forward. The businesses extremely fast-paced and very rarely stands still. As such, candidates must have a p...
Our client is one of Merseyside's leading IFA Firms established over 20 years ago. They are now seeking an experienced Level 4 Diploma Qualified Paraplanner to join their team. The company has exclusive HNW clients and deals with private clients, trusts, charities and pension funds. Your Main Duties will include: Full Paraplanning support to the Leading IFA Processing new and exist...
Our client is a well established IFA located near Aigburth in Liverpool. Due to a period of growth in the firm they are now requiring 2 experienced Paraplanners to join their team. For this position you will be responsible for supporting 2 of their senior advisor's Main Duties will involve: Obtaining quotations and other relevant product information from providers Daily liaison with...
Abode is Merseyside's fastest growing estate agency, with 2 successful branches based in Allerton and Crosby and further expansion planned. Due to this expansion we are looking for an experienced Mortgage Advisor to join our whole of market mortgage team. What does the role entail? As a mortgage advisor you will work directly with the Branch Manager and Area Manager to maximise opportun...
Area: North Lancashire Countrywide is the UK’s largest and most successful Estate Agency and Property services Group, with a network of over 1300 branches operating under 46 local High Street brands. We are currently looking to recruit experienced Mortgage Consultants to work with our local teams. Whilst you will be working with the local office you will not be office based. This is an excellent opportunity for a ...
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....
Position: Investment Manager’s Assistant (Front Office) Due to expansion, a leading Financial Services firm now has a rare opening for an Investment Manager’s Assistant within their front office. You will work closely with an experienced Fund Manager, and you will be responsible for providing a first class administrative support to the investment management department. Key responsibilities for the Investment M...
Organisation Description 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. Strong pensions experience is required and further development is encouraged. The salary is up to £28,000 Job Description <br...
Job Title: Paraplanner / Sales Support Reports To: Director/Consultants Our Client a chartered Accountants and Financial Advisors based in Liverpool require a Paraplanner/Sales Support Administrator E ssential Job Functions: Preparing technical details for the consultant’s client meetings. Obtaining quotations from product providers Providing full research and analysis of p...
IFA Support Liverpool £16,000 - £20,000 My client, leading and very well-respected IFA practice in the Liverpool area, are hoping to appoint an additional Adviser Support Administrator to the Financial Planning team in place due to growth. Providing excellent career progression opportunities as well as full support for those keen to pursue the industry exams, this is a truly exceptional opportunity. The suc...
Mortgage Advisor - Liverpool, Merseyside - £20,000-£25,000 + Excellent Bonus. Employed Mortgage Advisor opportunity to work for a Financial Services firm & Estate Agency in Merseyside. Your role will be working in their busiest branches in Allerton & Crosby. This role offers huge job satisfaction and a great bonus package. You must be fully cemap qualified and worked within the mortgage industry...
Position: Hedge Funds Administration Supervisor A leading Financial Services firm based in Liverpool City Centre now have an exciting opening for a Hedge Funds Administration Supervisor. This is a fantastic opportunity for a proven supervisor to take on a new challenge and make an impact within a prestigious global organisation. The Hedge Funds Administration Supervisor will be responsible for: <l...
