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.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
My client is currently looking for an IFA Administrator to join them in Liverpool.
The Role
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
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.
My client is an established national Investment Management business.
As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to achieve your client's investment objectives within the agreed timescales.
They are currently looking for an experienced Investment Manager in Liverpool to look after a large book of existing clients.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.
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.
An exciting opportunity for a Bilingual Portuguese 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.