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.
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 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?
An exciting opportunity for a Customer Service Advisor to join one of the North West's leading legal practices, based in Liverpool city centre.
You will be working within the first response team, speaking to new customers and being the first point of contact to the clients and obtain clients details, checking eligibility or a claim.
Our client is one of the North Wests leading Legal practices, specialising in Personal Injury, Defamation, Clinical Negligence and Professional Negligence, based in Liverpool.
We are looking for enthusiastic Customer Service Advisors with a passion for customer service to join a dynamic team on a major project for a large UK Financial Services company, assisting with inbound calls, and email queries relating to the Pension product.
The office is based in central Liverpool and will require you to be onsite for the duration of the contract.
Candidates will be required to work 37.5 hrs per week Monday to Friday 9 5.30.
We represent a thriving, independent firm of accountants in Liverpool tasked with finding a talented Client Manager to manage a diverse portfolio of clients and to oversee the workflow of the busy team.
The successful candidate will also enjoy working closely alongside the Partners feeding in to the strategic and operational direction of travel for the firm and there is room for professional development and career progression at this firm for the right person.
The Private Client Department is currently seeking a Senior Associate or Salaried Partner with experience in advising High Net Worth (HNW) clients on various aspects of estate and tax planning, including lifetime and death estate planning, inheritance tax mitigation, estate administration, and the creation, taxation, and management of trust structures.
My client's team of specialists assists a wide range of clients, including families, business owners, entrepreneurs, sports professionals, entertainers, and medical professionals.
Their solicitors regularly collaborate with accountants, investment managers, private banks, and financial advisers to ensure that the legal guidance they provide is of the highest quality.