All jobs near Merseyside in the Financial Services sector

• Liverpool
• £27000.00 - £29000.00 per annum
• Posted about 1 month ago

My client is currently looking for an IFA Administrator to join them in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards To w...

• Liverpool
• £35000.00 - £45000.00 per annum
• Posted 2 months ago

My client is currently looking for an experienced Paraplanner in Liverpool. What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners. Ensuring that the preparation of advic...

• Wirral
• £26000.00 - £30000.00 per annum
• Posted 3 months ago

My client is currently looking for a Senior IFA Administrator to join their business on the Wirral. Specific responsibilities Act as first point of contact to client queries, supporting both new and existing clients Take ownership for all assigned tasks, monitor progress, and ensure all planned w...

• Liverpool
• £70000.00 - £90000.00 per annum
• Posted 3 months ago

My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rela...