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.
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.
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.
We have several opportunities for Customer Service Advisors to join a global Financial Services Organisation with this Monday to Friday role with no weekend working!
Teams are made up of colleagues from a range of backgrounds including contact centre, retail, and hospitality to name a few.
Along with a starting salary of £23,088 per annum you will also get the chance to earn a performance related bonus and profit share dividend, 28 days holiday plus Bank Holidays, a generous pension scheme, life assurance, share purchase schemes, season ticket advance payment plan, eye care vouchers, discounts at a huge range of high street stores, 24/7 employee assistance programme, volunteer days, critical illness cover, gym membership scheme, full training, plus many more!
We are recruiting for a dedicated and experienced Private Client Fee Earner to join a leading law firm in Birkenhead, specialising in Wills, Trusts, and Probate.
The successful candidate could be a very experienced Paralegal, or a Legal Executive / Solicitor and will handle all aspects of probate, will drafting, tax planning, estate administration, and Powers of Attorney.
This role is integral to managing a full caseload that encompasses a wide range of responsibilities.
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.
Provide frontline support services to all servicing teams within the Customer Services Division regarding the processing of illustrations, applications, policy alterations and general enquiries from Customers and Advisers, analysing and vetting information provided to ensure it complies with legislation, internal policies and procedures, identifying outstanding requirements, obtaining and applying funds and liaising with Advisers.
Business Function
Our technology platforms and solutions are used by 70% of the FTSE 100, Government and other large corporates, particularly in banking, insurance and other financial services.
Equiniti is a leading provider of technology and solutions for complex administration and payments.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
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.
Our client is one of the North Wests leading Legal practices, specialising in Personal Injury, Defamation, Clinical Negligence and Professional Negligence, based in Liverpool.
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.