My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.
Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
Are you a Service Advisor looking for the next great opportunity?
Immediate Start - Permanent - Competitive Salary!
I am currently working alongside a hugely successful car dealership based in Liverpool who are hoping to add a motivated, enthusiastic Service Advisor to their team.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client is a modern, highly ethical and rewarding employer to work for.
A customer service advisor is required to provide excellent service support for various inquiries and complaints while maintaining a high level of professionalism.
This role is pivotal to the success of a customer-centric not-for-profit organisation located in Liverpool.
The company is a not-for-profit organisation with a strong presence in the charity sector.
Huntswood is looking for Customer Service Advisor with financial services experience to join a large campaign for a leading retail bank.
If you have excellent customer service skills, great people skills and an understanding of general banking products, then we have a great role for you.
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
Financial Administrator - Wealth Management Firm - Liverpool - Basic salary £28k - £35k - Full study support
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.