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.
The role of Finance Administrator is a crucial one in our Accounting & Finance team, where the successful candidate will be responsible for maintaining financial records and processing payments.
Our client is a highly respected organisation in the Not For Profit sector.
This position requires strong organisational skills and an attention to detail.
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.
Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm?
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.
Financial Planning Administrator - Liverpool, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable)
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
My client is currently looking for an IFA Administrator to join them in Liverpool.
The Role
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.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
Adaptable Recruitment are working with a growing business in Bromborough who are looking for a Finance Administrator to join their team on a temporary on-going basis
Job Duties
Supporting with the purchase and sales ledger functions.
We are working with a successful financial services organisation in Liverpool to recruit for an IFA Administrator to join their growing administration function.
They were formed with several clear goals, and continue to build their name is the market for being straight forward financial advisers.
This IFA business has been established for nearly 20 years, with a strong staff count and an ever growing team.