All jobs near Merseyside in the Financial Services sector

• Merseyside
• £40000 - £45000 per annum
• Posted 20 days ago

My client is currently looking for a Paraplanner to join their team in Southport. The role of the Paraplanner is to support the advisors with the design, construction and delivery of exceptional advice and recommendations to meet our client's goals. They are responsible for managing all Client Re...

• Liverpool
• £26000 - £29000 per annum
• Posted 24 days ago

My client is currently looking for an experienced IFA Administrator to join their team 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 regulat...

• Wirral
• Negotiable
• Posted 24 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval d...

• Liverpool
• £50000 - £70000 per annum
• Posted about 1 month ago

A leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working, managing your own diary. T...

• Liverpool
• £50000 - £70000 per annum + benefits package
• Posted about 2 months ago

Company: We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for retirement. We are part of a leading provider of advice, investment platforms, multi-asset investment solutions, a...

• Liverpool
• £60000 - £80000 per annum
• Posted 2 months ago

My client is currently looking for an experience Investment Manager to join their team in Liverpool to help grow and service an existing book of clients. As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to ac...