Financial Services Support Specialist

Role OverviewThe role of a Financial Planning Specialist at Quilter Financial Planning involves providing expert financial guidance to clients, ensuring they make informed decisions about their financial future. As a specialist in holistic financial advice, you will be responsible for analysing clients' financial information, identifying areas for...

Wealth Management Client Services Advisor A prestigious private wealth advisory firm is seeking a meticulous and organized Wealth Management Client Services Advisor to join their team in enhancing client service operations. With a focus on delivering top-notch financial planning and investment solutions, this firm is renowned for its commitment to excellence...

Job Title: Financial Services SpecialistWe are seeking an experienced Chartered Financial Planner to join our team of well-respected professionals in Merseyside. The role involves developing new and maintaining existing business streams, informing clients of financial strategies and plans tailored to their needs, and making investment management...

In the property industry, RG Consultancy is looking for a dedicated Financial Support Specialist to contribute to their growth journey.The company has recently relocated to brand new offices in Liverpool City Centre, providing a collaborative and dynamic working environment.As a Financial Support Specialist, your key responsibilities will include:Efficiently...

We are committed to being an inclusive place to work, where everyone has equal opportunities to reach their full potential.Our core values guide everything we do: Trust, Innovation, Excellence. We strive to be better every day.Bibby Financial Services is a leading financial services provider. Our Commissions Co-ordinator role is a key position within our...

We are looking for a skilled Compensation Claims Specialist to join our team at Acorn insurance & Financial Services LTD. This role involves proactively managing and tracking several claims, utilizing effective communication skills to resolve liability in a timely manner.The ideal candidate will be able to demonstrate their expertise in claims handling by...

Job DescriptionWe are seeking a highly organized and detail-oriented Financial Services Operations Specialist to join our team at Independent Resourcing Consultancy Ltd.Company OverviewOur client is a leading private wealth advisory firm that caters to international investors and expatriates globally. They are renowned for delivering top-notch financial...

Lendit Expands Its Team of Business Loan BrokersWe are a fast-growing firm of Business Loan Funders, expanding our team to meet the increasing demand for unsecured business loans. As a Financial Services Specialist, you will play a key role in assisting our clients with their business loan requirements.The role involves:Converting inbound enquiriesSubmitting...

Job DescriptionWe are seeking an experienced Treasury Management Specialist to join our Finance Department. As a key member of the team, you will play a crucial role in leading the Trust's Treasury function and managing accounts payable and accounts receivable functions.In this position, you will support the senior finance management team in delivering the...

A leading player in the financial services sector, RGH-Global Limited, is seeking an experienced Pension Transfer Specialist to join their team. The ideal candidate will be based in the North West of England but will have the flexibility to work hybrid.The role offers a basic salary of £40,000 per annum plus bonus and share options, along with an excellent...

Professional DevelopmentA new challenge awaits at St. James's Place Financial Adviser Academy, offering a rewarding career path in the heart of Greater Manchester, Liverpool, Cheshire, or across the UK.You'll have the opportunity to develop a successful business and grow your professional network, leveraging your entrepreneurial spirit and...

Beacon Support Ltd. is recruiting support specialists to assist Higher Education students with disabilities/mental health conditions.SalaryThe hourly rate for this position is £30-£40 per hour, plus a generous holiday entitlement. This competitive salary reflects the highly specialised nature of the support provided by our team.This is a fixed term/rolling...

At St. James's Place, we are seeking a talented Financial Services Professional to join our team as a Wealth Management Consultant. This is an exceptional opportunity for individuals who are looking to launch or advance their career in financial advice.The successful candidate will have a successful track record in their existing career or business, with a...

Career Opportunities at St. James's PlaceWe are a leading financial services company that provides support and training to new advisers through the St. James's Place Financial Adviser Academy.**Job Summary**We are seeking a skilled and motivated individual to join our team as a Financial Adviser. This role involves building long-term relationships with...

Join our team at Artemis Recruitment Consultants Ltd and play a vital role in delivering exceptional client service as a Support Administrator for Financial Services. This exciting opportunity involves working with a well-established wealth management firm based in Liverpool, supporting a busy team with a range of administrative tasks.About the RoleWe are...

Beacon Support Ltd. is recruiting for a Higher Education Support Specialist to work with students with Autistic Spectrum Conditions (ASC). As a Higher Education Support Specialist, you will provide one-to-one support to students, helping them develop learning strategies that improve their study skills and enable them to become independent learners.The...

About the JobWe are seeking a skilled and motivated Holistic Financial Advice Consultant to join our team at Quilter Financial Planning. As a consultant, you will work closely with clients to understand their financial goals and develop tailored plans to help them achieve success. This is a fantastic opportunity to use your expertise to make a real...

Investment Banking SpecialistWe are seeking a highly skilled Investment Banking Specialist to manage financial transactions, analyze market trends, and provide financial advice to clients at Blackwave Capital in Liverpool.About the RoleThis is a full-time on-site position responsible for managing financial transactions, analyzing market trends, and providing...

Company OverviewKPMG UK is a leading professional services firm with a wide range of expertise in deal advisory, financial due diligence, and transaction services. Our team collaborates with various organizations across different sectors to provide high-quality advice and support.As a Transaction Services specialist at KPMG UK, you will be part of a dynamic...

An exciting opportunity has arisen in a UK-based manufacturing organisation to cover a 12-month fixed-term contract as a Financial Operations Specialist.Role OverviewThis role supports key operational stakeholders across the business, providing finance business partner services. The ideal candidate will work closely with senior colleagues to drive business...