Current jobs related to Financial Services Professional - Liverpool, Liverpool - Evelyn Partners
-
Financial Services Professional
3 weeks ago
Liverpool, Liverpool, United Kingdom Everpool Full timeJob DescriptionWe are seeking a highly skilled Financial Services Professional to join our team at Everpool. As a key member of our accounting and financial services team, you will be responsible for providing expert advice and support to our clients.Key Responsibilities:Deliver high-quality financial services to clients, including audit, tax, and financial...
-
Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full timeFinancial Services Career OpportunityPrestige Recruitment Group is seeking a skilled Financial Services professional to join our team.Key ResponsibilitiesConduct comprehensive financial analyses to understand clients' current situations and future goals.Provide expert guidance on investment strategies tailored to individual clients' needs and...
-
Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Prestige Recruitment Group Full timeFinancial Services Career OpportunityPrestige Recruitment Group is seeking a skilled Financial Services professional to join our team.Key ResponsibilitiesConduct comprehensive financial analyses to understand clients' current situations and future goals.Provide expert guidance on investment strategies tailored to individual clients' needs and...
-
Financial Services Professional
3 weeks ago
Liverpool, Liverpool, United Kingdom AHK Full timeAbout the RoleThe Group Finance team is seeking a skilled Financial Services Professional to join their headquarters in Liverpool. As a key member of the team, you will be responsible for maintaining the financial integrity of the Group. Your duties will include Managing financial data and reportsProviding financial analysis and insightsCollaborating with...
-
Financial Services Professional
3 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Services Professional to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money.ResponsibilitiesProvide strategic advice across a variety of financial products and...
-
Financial Services Professional
2 weeks ago
Liverpool, Liverpool, United Kingdom Michael Page Finance Full timeA leading position has arisen for an experienced Financial Services Professional to join Michael Page Finance in Liverpool and contribute to the success of our clients in the Accounting & Finance sector.Job DetailsThis is a fantastic opportunity for a skilled Accountant to work with a renowned player in the industry and develop their skills in financial...
-
Financial Services Professional
2 weeks ago
Liverpool, Liverpool, United Kingdom Everpool Full timeEverpool is a leading firm of accountants and business advisors offering a wide range of financial services. Our team consists of experienced professionals providing personalised support to businesses and individuals.### Key Responsibilities* Provide financial services including audit, tax, payroll, and financial planning* Serve a diverse client base across...
-
Senior Paraplanning Professional
2 weeks ago
Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full timeAt Exchange Street Claims & Financial Services, we offer a unique opportunity for an experienced Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth of our business.About the RoleWe are seeking a highly skilled and motivated...
-
Senior Financial Services Professional
2 weeks ago
Liverpool, Liverpool, United Kingdom Everpool Full timeWe are seeking a highly skilled Audit Manager to join our team at Everpool. Our client is a leading firm of accountants and business advisors providing a wide range of financial services, including audit, tax, payroll, and financial planning.The successful candidate will be responsible for leading a team of experienced professionals, providing personalized...
-
Financial Services Professional
1 month ago
Liverpool, Liverpool, United Kingdom Vision-FS Recruitment Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Vision-FS Recruitment. As a Financial Advisor, you will be responsible for providing expert financial advice to high net worth individuals and businesses.About the RoleThe ideal candidate will have a Diploma Level 4 qualification in...
-
Financial Services Professional
1 month ago
Liverpool, Liverpool, United Kingdom Vision-FS Recruitment Full timeJoin Our Team as a Financial AdvisorWe are seeking a highly skilled and experienced Financial Advisor to join our team at Vision-FS Recruitment. As a Financial Advisor, you will be responsible for providing expert financial advice to high net worth individuals and businesses.About the RoleThe ideal candidate will have a Diploma Level 4 qualification in...
-
Financial Services Professional
3 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Trainee Financial Advisor to join their team in Liverpool. The successful candidate will be responsible for advising clients on their financial needs and objectives.Key responsibilities include:Prospecting and contacting potential clients to discuss their financial needsCompiling reports and making...
-
Financial Services Professional
4 days ago
Liverpool, Liverpool, United Kingdom Everpool Full time £50,000Role OverviewAs a key member of our team, you will be responsible for managing the financial performance of our key client accounts. This will involve developing strong relationships with our clients to ensure customer satisfaction and analysing financial data to make informed business decisions.Key AccountabilitiesManage the financial performance of key...
-
Insurance Sales Professional
3 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeJob Title: Insurance Sales ProfessionalRole: Sales AgentLocation: FormbySalary: £24,255 to £27,876 OTE* including £2,000 performance related bonus per annum, once established within your role.Working hours: 37.5 hours a week between 9:00am and 17:30pm Monday to Friday including 1 in 3 SaturdaysThe Insurance Sales Professional role is a fast-paced,...
-
Senior Financial Services Professional
4 days ago
Liverpool, Liverpool, United Kingdom Everpool Full timeJob OverviewAs a Senior Financial Services Professional at Everpool, you will be responsible for managing the financial performance of key client accounts.You will develop strong client relationships to ensure customer satisfaction and analyse financial data to make informed business decisions.Accurate and timely preparation of financial reports is essential...
-
Insurance Sales Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Sales Agent to join our team at Acorn Insurance & Financial Services LTD.Key ResponsibilitiesQuoting and closing new business enquiriesBuilding and maintaining long-standing client relationshipsAmending customer policies, payments, and schedulesRetaining existing clients at...
-
Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeJoin a Thriving Financial Services OrganisationAgility Resourcing is proud to be partnering with a highly successful financial services organisation in Liverpool City Centre. This exciting opportunity has arisen due to recent internal promotions and significant growth in their portfolio, creating a need for a diverse group of Graduates to join their...
-
Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeJoin a Thriving Financial Services OrganisationAgility Resourcing is proud to be partnering with a highly successful financial services organisation in Liverpool City Centre. This exciting opportunity has arisen due to recent internal promotions and significant growth in their portfolio, creating a need for a diverse group of Graduates to join their...
-
Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeJoin a Thriving Financial Services OrganisationAgility Resourcing is proud to be partnering with a highly successful financial services organisation in Liverpool City Centre. This exciting opportunity has arisen due to recent internal promotions and significant growth in their portfolio, creating a need for a diverse group of Graduates to join their...
-
Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Agility Resoucing Full timeJoin a Thriving Financial Services OrganisationAgility Resourcing is proud to be partnering with a highly successful financial services organisation based in Liverpool City Centre. This exciting opportunity has arisen due to recent internal promotions and significant growth in their portfolio, creating a need for a diverse group of Graduates to join their...
Financial Services Professional
2 months ago
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service by employing the best people. Our mission is to place the power of good advice into more hands, making it accessible to everyone, regardless of their financial journey.
Our core values drive our exceptional track record of growth and innovation: Personal, Partnership, and Performance. We offer a true understanding of our clients' needs, collaborative working, and a breadth of advice expertise to deliver first-class results.
Job Role
We're expanding our team at Evelyn Partners, and the successful candidate will join the Multi-Assets team to learn the full complexity of executing client orders in various products. This is a great opportunity for someone eager to develop their career in this field.
- Execution of Evelyn Partners client orders in Equities, Fixed Income, ETFs, Structured Products, Collectives, and Foreign Exchange.
- Management of orders and booking of trades in Avaloq, Iress, and Online Portals.
- Ensuring regulatory requirements are met, particularly Best Execution and Timely Execution.
- Compliance with Evelyn Partners policies, processes, and procedures.
Requirements
We're looking for a candidate with:
- A degree in Finance or Economics or a similar subject.
- Previous experience working in a similar role or a Trade Operations/Support role.
- Experience working in Financial Services.
- Excellent communication skills, both written and verbal.
- A team player with self-motivation and a willingness to learn.
Benefits
As a colleague at Evelyn Partners, you'll have access to:
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role-dependent).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We value diversity and strive to create an inclusive environment where all colleagues feel respected and can achieve their full potential. We're committed to making reasonable adjustments to accommodate your needs throughout the application process.
