Wealth Management Advisor

**Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **Liverpool| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...

**Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM Client Book Provided** **Liverpool | Surrounding Area’s** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to...

Job Overview: We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team. As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their...

NQ-1 PQE Trust & Private Wealth Associate | Top Tier Offshore Firm | Jersey | 75,000+ A top tier offshore firm is looking for a Trusts & Private Wealth Associate to join their team, based in Jersey. **The Firm & Team**: - Tier 1/ Band 1 ranked private client practice - Offshore magic circle firm - Strong presence across a network of international offices...

Type of Position: Trainee Wealth Manager - Liverpool Trainee Wealth Manager - Liverpool Our client is looking to welcome a Trainee Wealth Manager into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives. Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s...

**About us** Switch Advisor Ltd is a small business in Liverpool. We are professional, customer-centric and inclusive. Our work environment includes: - Modern office setting - Casual work attire - Safe work environment - On-the-job training Switch Advisor Ltd is looking for a full-time Call Center Agent to join our Customer Service team in Liverpool. The...

We are working in partnership with a reputable business to recruit a full time, permanent Financial Advisor, to be based out of Liverpool. **Client Details** This organisation is an established but growing accountancy and business advisory practice. They offer a varied portfolio of services, and are investing in their wealth management offering, which is...

**Switch Advisor Ltd** is looking for a **Lead Management Trainee** to join our Liverpool location. **Position Summary**: The primary responsibility of this position is to assist the Regional Manager in the daily operations of the facility. This includes but is not limited to: staffing, conducting inspections, and other duties as assigned. This position...

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Liverpool team. Our client is a modern, highly ethical and rewarding employer. They deal with private clients relating to their pensions, investments and other financial planning...

**Customer Service Advisor / Call handler** X1 Sales and Lettings in Liverpool are looking to recruit Customer Service Advisors on a fixed term temporary basis to join our Liverpool Branch in July 2023 - September 2023 - Your Role with us:_ Our busiest periods at X1 Sales and Lettings Liverpool are during the summer months where we receive a vast quantity...

_Customer Service Advisor / Call handler_ X1 Liverpool are looking to recruit Customer Service Advisors on a temporary basis to join our Liverpool Branch in July 2023 - September 2023 - Your Role with us:_ Our busiest periods at X1 Liverpool are during the summer months where we receive a vast quantity of telephone calls. The role of the the Customer...

Type of Position: Trainee Wealth Manager - Liverpool Pay: £24k - £30k Trainee Wealth Manager - Liverpool Our client is looking to welcome a Trainee Wealth Manager into their team in Liverpool, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance...

**About us** Switch Advisor Ltd is a small business in Liverpool. We are collaborative, inclusive and customer-centric. Our work environment includes: - On-the-job training - International workforce - Company perks - Safe work environment **Sales Assistant** Switch Advisor Ltd is seeking a Sales Assistant to join our team in Liverpool. - Assist with the...

**About us** Switch Advisor Ltd is a small business in Liverpool. We are collaborative, inclusive and customer-centric. Our work environment includes: - On-the-job training - International workforce - Company perks - Safe work environment **Sales Assistant** Switch Advisor Ltd is seeking a Sales Assistant to join our team in Liverpool. - Assist with the...

Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK. Our client is a modern, highly ethical and rewarding employer to work for. They typically deal with private clients relating to...

**About us** Switch Advisor Consultants is a small business in Liverpool. We are professional and agile. Our work environment includes: - Modern office setting - Growth opportunities Position: Assistant **Duties**: - Manage the calendar and schedule appointments for the team - Assist with technical sales tasks such as preparing quotes and proposals -...

**Marketing Assistant** **Responsibilities** **Assist in the preparation of marketing materials including press releases, reports, and other correspondence** - Manage and update social media accounts for Switch Advisor Ltd - Assist in the organization and preparation of meeting agendas and minutes - Maintain contact lists and database - Order office...

**About us** Switch Advisor Consultants is a small business in Liverpool. We are professional and agile. Our work environment includes: - Modern office setting - Growth opportunities Position: Till Assistant **Duties**: - Manage the calendar and schedule appointments for the team - Assist with technical sales tasks such as preparing quotes and...

**About us** Switch Advisor Consultants is a small business in Liverpool. We are professional, customer-centric and social. Our work environment includes: - Growth opportunities - Regular social events - Relaxed atmosphere - Casual work attire Key Responsibilities as a Sales Representative: - Manage the area to drive sales and achieve weekly, monthly...

**About us** Switch Advisor Consultants is a small business in Liverpool. We are professional, customer-centric and social. Our work environment includes: - Growth opportunities - Regular social events - Relaxed atmosphere - Casual work attire Key Responsibilities as a Sales Assistant: - Manage the area to drive sales and achieve weekly, monthly and...