We are thrilled to have partnered with a leading independent financial advice firm in Liverpool, who are actively looking for a IFA Administrator to join their team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
Our client is a successful and established IFA firm in Liverpool and they are currently looking for a Compliance Officer/File review to join their team
We will consider either an adviser looking for a new challenge or a Paraplanner looking to move into compliance
The role is for an industry experienced person from a Financial Planning background with the Level 4 Diploma or close to it
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.
Our client is an established and reputable Independent Financial Advisor (IFA) company committed to providing expert financial guidance and support to their diverse range of clients.
Permanent Paraplanner Location: Liverpool, Saalry is up to £48,000
With a strong emphasis on professionalism and integrity, our client fosters a collaborative and inclusive culture where employees are encouraged to develop their skills and thrive in a supportive environment.
Our client is looking to recruit an additional candidate to compliment the International Employee Benefits team.
An exciting opportunity is available for an Administrator to join their large offices based just outside of the Chester area.
We are delighted to be once again working alongside a National & Leading firm of Chartered Financial Planners with offices in Cheshire, Leeds and London.
Enjoy a culture that encourages its colleagues, Embraces diversity and supports its local communities.
Work in a team who love what they do and help make H&T a leading retailer and first choice for Financial Services, while supporting your local community.
An excellent opportunity has become available with an excellent business based in the Wirral for an Accounts Assistant on a permanent basis.
Responsibilities
Monitor the finance email inbox and handle queries in a timely and accurate fashion.
Responsible for the Purchase Ledger Function, including supplier payment runs, ad hoc supplier payments and the administration of the invoice and credit card systems.