This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry.
Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications.
This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector.
Responding to Customer Queries about their insurance policies via phone, email and webchat.
General
Through full training and continuous coaching inhouse you will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business and service our customers with all complex queries.
Posted by Vision-FS Recruitment • £28K/yr to £35K/yr
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Based at the firm's brand new offices in Liverpool city centre, the Compliance Consultant's role will be to provide an effective and professional governance, advisory & oversight service - measuring compliance with UK regulations particularly in line with the FCA Conduct of Business Sourcebook, HMRC, ICO legislation.
As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team.
Posted by Vision-FS Recruitment • £28K/yr to £33K/yr
Our client is a leading financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Based at the firm's brand new offices in Liverpool city centre, the Compliance Consultant's role will be to provide an effective and professional governance, advisory & oversight service - measuring compliance with UK regulations particularly in line with the FCA Conduct of Business Sourcebook, HMRC, ICO legislation.
As the company continues to grow, a requirement has arisen for an office-based Compliance Consultant to join its rapidly-expanding Compliance team.
Posted by Page Personnel Secretarial & Business Support • £24K/yr
As a Customer Services Administrator (FCA) you will be proactively provide an excellent service to all stakeholders, actively understanding their requirements, keeping them involved and updated.
Our client is a leading pensions specialist business based in Liverpool, City Centre.
This will include undertaking all administration and case processing for all customer groups via email, phone and letter as appropriate.
IFA Administrator Join a growing, Independent Financial Planning Firm!
Are you passionate about supporting financial professionals while making a real difference in people's lives?
Our clients Financial Planning team are fiercely independent, Chartered based in Liverpool, and they are looking for a dedicated IFA Administrator to join their mission of delivering peace of mind to clients through honest and simple financial advice.
Posted by NMS Recruit Limited • £40K/yr to £85K/yr
Role Overview
You will play a key role in supporting the growth of businesses by finding the most suitable financing solutions.
The Commercial Finance Broker will be responsible for sourcing, structuring, and securing commercial finance deals for clients, ranging from SMEs to larger enterprises.
The role requires deep knowledge of the commercial finance market, strong negotiation skills, and the ability to build lasting relationships with both lenders and clients.