Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams leading them.
We specialise in placing candidates within the project sector using our career progression and placement program.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
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 work closely with the aligned Financial Planners to deliver excellent client outcomes.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.
Thisstrong and independent accountancy practice, with a large presence acrossLiverpool is seeking to appoint a new audit manager into their Bootle office.This role has come around following an extended period of company and teamgrowth in the audit department, presenting an excellent opportunity for anambitious and committed manager to add value, and lead a growing team, takingtheir career to the next level.
Overall, this is a fantastic choice for acandidate seeking to join a progressive and dynamic firm that has a culturewhich promotes teamwork and drives personal development, helping to developyour career as an audit professional.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.