Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.
General
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
Our friendly, successful, and professional financial services client is looking to recruit an Administrator to cover a period of maternity leave in their team.
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.
Candidates will be required to work 37.5 hrs per week Monday to Friday 9 5.30.
The office is based in central Liverpool and will require you to be onsite for the duration of the contract.
We are looking for ambitious and motivated Fraud Customer Advisors to join our clients Fraud team that supports everyday banking customers.
You will be providing telephone support to identify and investigate fraudulent activity on current and savings accounts.
This is a fully remote role, and you will be required to work 40 hours per week, working a condensed 4 day working week shift pattern of 4 days on and 4 days off.
My client is an award-winning wealth management company and they now have an exciting opportunity for an individual to join them on a 12-month contract to cover maternity leave.
We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.
This role would ideally suit a solid Fund/Financial accountant with great excel skills who is looking to take the next step in their career to the FC level in a very commercial role.
My client is a leading Investment Manager that focusses on renewable and infrastructure investments.
They are looking for a Fund Financial Controller to join their team ASAP on an initial 12-month fixed term contract.
Reporting to the FP&A Director, you will provide insightful analysis, actionable recommendations, and financial expertise to drive informed decision-making.
FP&A Business Partner 12 Month FTC Hybrid working 2 days office per week
As an FP&A Business Partner, you will play a critical role in supporting our financial planning and analysis function, collaborating closely with various senior and exec stakeholders across the organisation.
We are a fast-growing firm with big ambitions -- we have a clear goal to become the premium adviser to the middle market, globally.
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive.
This vision touches everything we do, motivating and inspiring us to become better every day.