All jobs near Merseyside

• Liverpool
• £62000.00 - £80000.00 per annum
• Posted 3 days ago

About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial ...

• Wirral
• £26000.00 - £30000.00 per annum
• Posted 4 days 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 26 days 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...

• Liverpool
• £27000.00 - £29000.00 per annum
• Posted about 2 months 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
• £90000.00 - £125000.00 per annum
• Posted 3 months ago

An exceptional partnership opportunity for a talented private client lawyer to join the Liverpool office of this major national firm. Our client is a robust, well managed and progressive national firm with an exceptional reputation for Private Client services. As a Private Client partner, you wil...

• Liverpool
• £35000.00 - £45000.00 per annum
• Posted 3 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...