Chartered Financial Planner Position

7 days ago


East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full time

A leading recruitment agency, Artemis Recruitment Consultants Ltd, seeks an experienced Private Client Advisor to join their team in Merseyside. This exciting opportunity involves providing high-quality financial planning services to clients, ensuring compliance with company standards and contributing to revenue growth.

Responsibilities:
  • Establish and maintain effective relationships with clients, enhancing their potential and recording accurate information in the CRM system.
  • Cultivate a culture of compliance within the team, achieving revenue targets and adhering to the company's quality standards.
  • Support the advancement of the company's Private Client Proposition through research, analysis, and reporting.

This challenging yet rewarding role comes with an estimated annual salary of £45,000-£60,000, commensurate with your skills and experience.



  • East Liverpool, Ohio, United Kingdom EFE Personnel Full time

    Job OverviewEFE Personnel is seeking a highly skilled Independent Financial Adviser to join our team. As a key member of our financial services team, you will be responsible for providing expert financial advice to clients in North West England.This is a permanent, full-time opportunity offering a competitive salary of circa £50,000 per annum + bonus,...


  • East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a dedicated Chartered Financial Planner to join our team in Merseyside. As a Private Client Advisor, you will play a crucial role in meeting with clients and prospective clients to provide financial planning services aligned with the company's propositions.About the Role:Promote and develop client relationships, ensuring timely and...


  • East Liverpool, Ohio, United Kingdom Carrington West Full time

    Job OverviewCarrington West is a multidisciplinary consultancy seeking an experienced Chartered Building Surveyor to expand its team. This role offers a challenging opportunity for growth and responsibility in various sectors, including commercial and industrial.Salary Range: £50,000 - £65,000 per annum, depending on experience.Key Responsibilities:Lead...


  • East Liverpool, Ohio, United Kingdom FFR Limited Full time

    FFR Limited is seeking a highly skilled Senior Financial Strategist to lead its finance function.The successful candidate will have strong experience in financial management, including managing FP&A, annual budgeting, and forecasting.Develop and implement financial strategies to drive business growthManage a small team of finance professionals and provide...


  • East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to provide financial planning services to clients in accordance with the company's propositions. The ideal candidate will have a Chartered or working towards qualification and be able to generate compliant initial and ongoing income for the company.The role involves...


  • East Liverpool, Ohio, United Kingdom FFR Limited Full time

    Head of Financial OperationsWe are seeking a highly skilled and experienced Head of Financial Operations to join our team at FFR Limited. As a key member of our senior leadership team, you will play a critical role in shaping the financial direction of our business and driving growth and profitability.Key Responsibilities:Develop and implement financial...


  • East Liverpool, Ohio, United Kingdom Prestige Recruitment Group Full time

    Prestige Recruitment Group is seeking a highly skilled Financial Services Administrator to join our team. This role offers a competitive salary package, including an estimated $65,000 - $80,000 per year.The ideal candidate will have experience as an administrator, preferably within financial services. They should possess proficiency in Microsoft Office and...

  • Chartered Accountant

    3 weeks ago


    East Liverpool, Ohio, United Kingdom Michael Page Full time

    Job Opportunity for a Semi Senior AccountantAn exciting opportunity has arisen for a dedicated Semi Senior Accountant to join a well-established team in a leading accounting firm.Key Responsibilities:Financial Operations: Conduct and oversee accounting operations in line with the company's financial guidelines.Reporting: Prepare accurate financial reports...


  • East Liverpool, Ohio, United Kingdom Agility Resoucing Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Assistant to join our team at Agility Resourcing. As a key member of our finance department, you will play a crucial role in delivering high-quality services to our members.This is an excellent opportunity for an individual seeking experience in a finance department and...

  • Financial Controller

    9 hours ago


    East Liverpool, Ohio, United Kingdom Sellick Partnership Full time

    OverviewSellick Partnership is assisting a well-established and unique not-for-profit organisation in finding an experienced Senior Management Accountant to join their dynamic finance function on a temporary, full-time basis for 6 months. The ideal candidate will possess excellent analytical skills, strong communication abilities, and the capacity to...


  • East Liverpool, Ohio, United Kingdom Sellick Partnership Full time

    Established in Merseyside, Sellick Partnership is a renowned recruitment agency specializing in local government roles. We are currently seeking a highly skilled Senior Lawyer to join their esteemed Safeguarding team, focusing on Childcare.As a key member of the team, you will represent the local authority in childcare matters, including court proceedings...


  • East Liverpool, Ohio, United Kingdom VIQU Limited Full time

    Environmental Planner RoleWe are seeking an Environmental Planner to support our client, a business that specializes in developing and operating renewable energy projects. This position offers an exciting opportunity to contribute to the delivery of carbon-neutral energy solutions for businesses.Key Responsibilities:Attend meetings with consultant teams and...


  • East Liverpool, Ohio, United Kingdom Code Resources LTD Full time

    We are recruiting a Senior Geotechnical Engineer to join our team based out of our offices in St Helens, Manchester. This is an excellent opportunity for an experienced geotechnical professional to take their career to the next level.Our ideal candidate will have a strong background in geotechnical design and specification packages for civil and structural...


  • East Liverpool, Ohio, United Kingdom undisclosed Full time

    Senior Management Accountant RoleThis is a fantastic opportunity for an experienced Senior Management Accountant to join a well-established not-for-profit organisation on a temporary, full-time basis for 6 months. The client is looking for a skilled Senior Management Accountant to join their dynamic and fast-moving finance function.Key...


  • East Liverpool, Ohio, United Kingdom Agility Resoucing Full time

    We are seeking a highly skilled Financial Administrator to join our construction company at Agility Resourcing.The estimated annual salary for this role is $62,000 - $72,000, depending on experience and qualifications.About the Position:As a Financial Administrator, you will be responsible for managing company finances, including processing supplier...


  • East Liverpool, Ohio, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a highly skilled Private Client Advisor to join their team in Merseyside. The successful candidate will be responsible for providing financial planning services to clients, generating compliant initial and ongoing income for the company.Key Responsibilities:Maintain and develop strong relationships with clients,...


  • East Liverpool, Ohio, United Kingdom Nicholas Associates Group Limited Full time

    Job DescriptionA financial professional is required to join the Nicholas Associates Group Limited team in a full-time accounting manager role. The successful candidate will be responsible for managing internal finance tasks, including:Maintaining accurate and up-to-date live cash flow projections.Reconciling and balancing bank accounts using Xero's accounts...


  • East Liverpool, Ohio, United Kingdom CV Library Full time

    Senior Planner RoleA senior planner position has become available at our nuclear energy project in Liverpool, where you will be responsible for leading planning efforts and collaborating with the commercial team. With a strong focus on delivering high-quality results, this role presents an excellent opportunity for career advancement in a dynamic...

  • Building Surveyor

    1 month ago


    East Liverpool, Ohio, United Kingdom Carrington West Full time

    Are you a Chartered Building Surveyor looking to take on a more senior role within a multidisciplinary consultancy? Carrington West is expanding its team and seeking a Building Surveyor to lead projects and teams.Key Responsibilities:Coordinate and execute projects, providing high-quality technical design and project management.Undertake surveys and produce...


  • East Liverpool, Ohio, United Kingdom Michael Page Full time

    An exciting opportunity has arisen for a dedicated Semi Senior Accountant to join a well-established team in a reputable company.Client DetailsThis organisation is a renowned player in the Accounting & Finance sector, operating within the Professional Services industry.DescriptionConduct and oversee accounting operations in line with the company's financial...