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. <...
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...
IFA PRACTICE- WARRINGTON SELF EMPLOYED BASIS, EXCELLENT SPLITS AND BACK OFFICE SUPPORT A leading IFA network are looking to recruit an adviser on a self employed basis to join their team in Warrington. Covering the Cheshire region you will be afforded all the benefits offered by this market leading organisation. All back office support is provided with excellent investment and fund facilities. To discuss your ...
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...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
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...
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...
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...
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...
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...
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...
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...
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...
Organisation Description Our client has built a very strong reputation across the new build sector and financial services markets. Due to continued growth of the company, they are seeking to appoint an additional member to their Financial Services Team to cover Liverpool and Manchester Job Description They are looking for enthusiastic individuals to provide quality ad...
Organisation Description Our client has built a very strong reputation across the new build sector and financial services markets. Due to continued growth of the company, they are seeking to appoint an additional member to their Financial Services Team to cover Liverpool and Manchester Job Description They are looking for enthusiastic individuals to provide quality ad...
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...
A fantastic opportunity to join our existing sales team is now available. Finance Advise Bureau is a leading Debt Solutions specialist and we have significant growth plans for 2012. Recognising the valuable role our staff will play in achieving this growth, we are looking for experienced call centre telesales agents to join our successful lead generation team. As a call centre telesales agent you will be generating new...
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...
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...
