Strategic Financial Advisor

7 days ago


Liverpool, Liverpool, United Kingdom NMS Recruit Careers Full time
Job Overview
This is a strategic financial leadership role with a highly respected Financial Services firm based in Liverpool. The successful candidate will be responsible for conducting in-depth analysis of client financial information to support personalized financial plans and investment strategies.

Key Responsibilities

  • Conduct comprehensive financial analyses to identify opportunities for clients.
  • Develop and implement tailored investment strategies in collaboration with financial advisors.
  • Maintain up-to-date knowledge on industry trends and regulations to ensure compliance.
  • Work closely with clients to understand their financial goals and risk tolerance.
  • Prepare high-quality financial reports and presentations for client meetings.


What We Offer

  • A competitive salary range of £35,000 - £42,000 per annum.
  • Ongoing professional development and training opportunities.
  • A supportive and collaborative work environment.
  • Opportunities for career progression within the company.


  • Liverpool, Liverpool, United Kingdom NMS Recruit Full time

    We are partnering with a highly respected Financial Services firm based in Manchester to secure a Financial Advisor. This is a full-time opportunity for a strategic financial leader.Key Highlights:£50,000 - £65,000pa salaryOngoing professional development and trainingSupportive and collaborative work environmentOpportunities for career progressionAbout the...


  • Liverpool, Liverpool, United Kingdom Quilter Financial Planning Full time

    Wealth Management AdvisorQuilter Financial Planning is seeking a highly skilled and experienced Wealth Management Advisor to join our team. In this role, you will work closely with clients to understand their financial goals and develop tailored wealth management plans to help them achieve success. With a strong focus on professional development, you will...


  • Liverpool, Liverpool, United Kingdom BDO UK LLP Full time

    BDO UK LLP is seeking a talented Strategic Growth Advisor to join our team. As a key member of our advisory team, you will work with clients to identify and pursue strategic growth opportunities, developing and implementing plans to drive business expansion and profitability.We are looking for an individual with excellent business acumen, strong analytical...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Full time £35,000 - £42,000

    Company OverviewNMS Recruit is partnering with a highly respected Financial Services firm in Liverpool to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.About the BusinessPeople have previously described this business as career-defining. It promotes internal progression, supports staff growth, and prioritizes employee...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Full time

    Unlock Your Potential as a Strategic Financial LeaderNMS Recruit is partnering with a highly respected Financial Services firm based in Manchester to secure a Strategic Financial Leader. This is a full-time opportunity for a forward-thinking financial professional.People have previously described this business as career-defining, boasting a supportive and...


  • Liverpool, Liverpool, United Kingdom Art In Liverpool Full time

    Chief Operating OfficerLiverpool Hope University is a liberal arts inspired institution committed to a culture of research and knowledge exchange.Our strategic development and operational plans require a dedicated leader to manage and enhance our Financial Operations, Estates, IT systems, Conferencing and Catering functions.The ideal candidate will offer a...


  • Liverpool, Liverpool, United Kingdom Sellick Partnership Full time

    As a strategic partner within the finance team, this role requires a collaborative approach to deliver exceptional results and drive business success. With a focus on financial planning, analysis, and reporting, you will work closely with stakeholders to inform strategic decisions and drive value creation.About the RoleThis permanent full-time position...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Careers Full time

    NMS Recruit Careers is partnering with a highly respected Financial Services firm based in Manchester to secure a Strategic Financial Leader. This is a full-time opportunity for a professional who can excel in a supportive and collaborative work environment.The estimated salary for this role is £50,000 - £65,000 per annum.Key ResponsibilitiesBuild strong...

  • Financial Director

    3 weeks ago


    Liverpool, Liverpool, United Kingdom Robert Walters UK Full time

    About the RoleWe are seeking a highly skilled Financial Director to lead our finance team in shaping the financial future of our company. This is an exciting opportunity for a seasoned professional to oversee financial operations, ensure compliance with accounting standards, and provide strategic financial insights to drive growth and profitability.


  • Liverpool, Liverpool, United Kingdom Rescourcery Group Full time

    Are you a qualified accountant looking for a challenging role in finance? We are seeking a skilled Finance Business Partner to join our team at Rescourcery Group.Job Description:We are a high growth, privately owned business based in central Liverpool, and we are looking for a Finance Business Partner to drive profitability and business performance. The...


  • Liverpool, Liverpool, United Kingdom Accountable Recruitment Full time

    An exciting opportunity has arisen to cover a Finance Business Partner role in a UK-based manufacturing organisation on a fixed-term contract. As a key member of the finance team, you will support operational stakeholders across the business with financial guidance and expertise.The Finance Business Partner plays a crucial role in driving financial planning...


  • Liverpool, Liverpool, United Kingdom Accountable Recruitment Full time

    We are proud to be working with a leading organisation in their sector, based in the Knowsley area. As a key member of the senior leadership team, this is an exciting opportunity for an ambitious and dynamic finance professional to take on a strategic role, driving financial performance and contributing to the continued growth of the business.About the...


  • Liverpool, Liverpool, United Kingdom ARO Full time

    Job OverviewWe are seeking an experienced Strategic Financial Leader to partner with our business units, driving financial growth and performance.


  • Liverpool, Liverpool, United Kingdom NMS Recruit Careers Full time

    NMS Recruit Careers is proud to partner with a leading Financial Services firm based in Manchester to recruit a talented Financial Advisor.This is a fantastic opportunity for a professional who wants to advance their career in a supportive and collaborative work environment.The estimated annual salary for this role is £50,000 - £65,000.Job DescriptionThe...


  • Liverpool, Liverpool, United Kingdom History of Art & Museum Studies, BA, Liverpool John Moores University Full time

    About UsLiverpool John Moores University is a forward-thinking institution with a strong presence in the city region, committed to making a positive impact through research, teaching, and community engagement.We pride ourselves on transforming lives by providing high-quality education that helps our students achieve their goals and find purpose in their...


  • Liverpool, Liverpool, United Kingdom Michael Page (UK) Full time

    Opportunity to drive business growth in a dynamic industrial/manufacturing environment.Fantastic career development opportunities available for the right candidate.About Our BusinessYou will join Michael Page (UK), a leading recruitment agency, at an exciting time of growth and expansion. Job OverviewManage all financial aspects of the company's operations,...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Careers Full time

    A career-defining opportunity has arisen at a highly respected Financial Services firm based in Manchester. NMS Recruit Careers is seeking a skilled Financial Advisor to join their team on a full-time basis.The successful candidate will be rewarded with an estimated annual salary of £50,000 - £65,000.About the RoleThis is a strategic position that requires...


  • Liverpool, Liverpool, United Kingdom Hays Senior Finance Full time

    Financial Controller Position in LiverpoolA reputable SME manufacturing business based in Liverpool is seeking a highly skilled Financial Controller to join their senior leadership team.About the RoleThis well-established company manufactures and supplies components and parts for various global manufacturers, renowned for their reliability and quality. The...


  • Liverpool, Liverpool, United Kingdom Vaisto Recruitment Ltd Full time

    Audit and Financial ExpertAt Vaisto Recruitment Ltd, we are seeking an experienced Audit and Financial Expert to join our team. This is a unique opportunity for a seasoned professional to lead and oversee audit and accounting engagements, ensuring compliance with regulatory requirements and professional standards.Key Responsibilities:Lead and oversee audit...


  • Liverpool, Liverpool, United Kingdom Sodexo Full time

    Job OverviewSodexo, a leading global services company, seeks an experienced Finance Business Partner to join its team at HMP Altcourse. As a key member of the operational team, you will provide strategic financial leadership and support business growth.About YouA qualified accountant with CCAB qualifications and prior finance business partnering experience...