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.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.
Financial Administrator - (part-time or full-time) - Wealth Management Firm - Liverpool - Basic salary £30k - £35k - 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 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.
Commercial Finance Analyst Liverpool (Hybrid) £40,000 - £45,000, staff discount, pension, 25 days holiday, wellbeing care, plus other benefits Omni-channel retail
This is a high profile and highly visible Commercial Finance role for one of our great, reputable, dynamic large retail clients.
Established over 20 years ago this is an established but growing mini-channel retail business going through an exciting period of change.
Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm?
Our client, an independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections, is seeking a talented Financial Administrator to join their team in Liverpool.
With a client base that includes over 200 retirees, City professionals, families, and professional athletes, this firm manages a wide range of assets, from £100k to several million.
This individual will use a wide variety of fraud detection software and tools to conduct advanced intelligence investigations into suspect claims, producing your findings within a report.
As an Intelligence Analyst, you will be responsible for supporting the Counter Fraud team, along with other areas of the business.
You will identify and review suspected fraudulent claims/policies through our counter fraud platforms, reporting these to counter fraud agencies when relevant.
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.
Are you looking to start a career as a Business Analyst (BA) and need tailored recruitment support and the right qualifications to secure your career?
A business analyst is a problem solver who for example investigates an issue or area of weakness within an organisation, analyses solutions and helps facilitate the change that is needed.
If you enjoy problem solving and analysing, have good admin skills and communicate well, then a career in this rewarding sector will suit you.
Are you looking to benefit from a new career in Data Analysis?
If you are detail orientated, perceptive, organised, competent, analytical and can communicate well with those around you; you could have a truly rewarding future as a Data Analyst
We do this using our specialised Data Analyst career programme which looks to assist and place qualified candidates into a career pathway in Data Analysis.