All jobs near Merseyside in the Financial Services sector

• Liverpool
• £70000.00 - £90000.00 per annum
• Posted about 2 months ago

My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rela...

• Wirral
• Negotiable
• Posted about 2 months 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
• £60000 - £80000 per annum
• Posted 3 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...