All jobs near Lancashire in the Financial Services sector

• Lancashire
• Up to £35000 per annum
• Posted 6 days ago

A leading Wealth Management firm are hiring for a Client File Reviewer to join their busy team. This is a 12 months FTC with the successful applicant needing to be available to start work in May. Key responsibilities include; To focus on the review of client files To undertake a CDD completeness ...

• Preston
• £65000 - £85000 per annum + Benefits + Car
• Posted 25 days ago

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston...

• Chorley
• £26000 - £29000 per annum + benefits package
• Posted 3 months ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...