Financial Services Consultant

6 days ago


Warrington, Warrington, United Kingdom Merje Full time

Overview: Merje's client is a well-established Wealth Management firm seeking a skilled Paraplanner to join their team. This is an exciting opportunity for a motivated individual to contribute to the success of the company.

Job Description:

  • Servicing existing business, including platform-based work, illustrations, and regular client contact.
  • Collaborating with advisers to interpret data obtained during client meetings.
  • Analysing data and providing solutions to meet client needs and objectives.
  • Creating written reports, client-specific illustrations, and key features documents.
  • Researching and analysing products and services tailored to clients' financial circumstances.

Skills and Qualifications:

  • Minimum 2 years' experience in a Paraplanning role within a financial planning organisation.
  • Strong understanding of the financial planning process.
  • Ability to work independently with minimal supervision.
  • Technical knowledge of investments and pensions advice.
  • Level 4 Diploma in financial planning or equivalent qualification.
  • Excellent analytical and problem-solving skills.

Benefits: The successful candidate can expect a competitive salary, opportunities for professional development, and a collaborative work environment.



  • Warrington, Warrington, United Kingdom Merje Full time

    Job SummaryWe are seeking a highly skilled Financial Consultant to join our team at Merje, a leading Wealth Management firm. This is a permanent position that requires servicing existing business, platform-based work, and regular contact with clients and wrap/platform providers.The ideal candidate will have strong analytical skills and the ability to conduct...


  • Warrington, Warrington, United Kingdom Applaud Recruitment Ltd Full time

    Establish a strong presence in the North West region as a seasoned Director for our esteemed Accountancy and Finance Recruitment Consultancy, boasting 40 employees and a substantial £6m turnover. This role involves overseeing the entire Finance Division, comprising 18 consultants with four direct reports at Manager level.This position requires strategic...

  • Finance Director

    1 month ago


    Warrington, Warrington, United Kingdom Applaud Recruitment Ltd Full time

    Applaud Recruitment Ltd is a leading recruitment consultancy in the North West, specialising in senior roles within the financial sector.We are seeking an experienced Finance Director to join our team and lead our finance division. The successful candidate will have a proven track record of success in financial recruitment, with experience of managing teams...

  • Financial Director

    2 weeks ago


    Warrington, Warrington, United Kingdom CV-Library Full time

    At CV-Library, we're seeking a talented Financial Director to lead and manage strategic financial management services for our clients. This is an exciting opportunity to contribute to the development and sustainability of our Medium Term Financial Strategy.The successful candidate will collaborate with service directors, managers, and client-owned company...


  • Warrington, Warrington, United Kingdom Andersen James Group Full time

    At Andersen James Group, we are seeking an experienced Financial Services Manager to join our dynamic finance team. As a key member of our staff, you will play a crucial role in delivering high-quality financial services to our internal and external customers.The ideal candidate will have a proven track record as a Finance Officer or Management Accountant,...


  • Warrington, Warrington, United Kingdom Davies Resourcing Full time

    About Davies ResourcingDavies Resourcing is a leading specialist lender of consumer finance. We thrive in a fast-paced environment where we can make a real difference.Job Summary:We are seeking a passionate and results-oriented Financial Services Representative to join our growing team. As a Financial Services Representative, you will play a pivotal role in...


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

    Job Opportunity for Financial Services ProfessionalsWe are looking for a highly skilled AAT Accounts Senior to join our client's team. As a key player in the accounting department, you will be responsible for preparing financial statements for Limited companies, Sole traders, partnerships, and LLPs.Key Responsibilities:Preparing year-end accounts for Limited...


  • Warrington, Warrington, United Kingdom Recruited UK Full time

    Job Title: Financial Services SpecialistLocation: WarringtonWe are seeking a skilled Financial Services Specialist to join our experienced bridging and development team at Recruited UK. As a Bridging Finance Expertise, you will deliver exceptional service by working closely with internal departments and directors to make fair and responsible credit decisions...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Company OverviewM&S Bank is a leading financial institution offering a range of services, including credit cards, savings products, loans, and insurance. We pride ourselves on providing excellent customer service and are committed to making a positive impact in our communities.


  • Warrington, Warrington, United Kingdom Austin Fraser Full time

    Austin Fraser requires a Financial Services Professional for a part-time role in their Warrington office, offering a salary range of £45k to £50k (pro rata) and flexible working hours. This position involves various tasks:Main Tasks:Migrating clients to online accounting platforms like Xero.Preparing financial accounts, tax returns, and other related...


  • Warrington, Warrington, United Kingdom RPS Group Full time

    RPS Group, a Tetra Tech company, is seeking a highly skilled Financial Services Director to lead project accounting initiatives for one of our key divisions. This role requires a qualified ACA/ACCA/CIMA professional with extensive financial experience and strong commercial skills.The ideal candidate will have a proven track record in improving project...


  • Warrington, Warrington, United Kingdom Service Care Legal Full time

    We are looking for a strategic and innovative Finance Manager to lead our financial services for Children's Services at Service Care Legal. As a key member of our finance team, you will be responsible for providing specialist support and advice to senior managers and directors.Key Responsibilities:Provide expert financial guidance and support to senior...


  • Warrington, Warrington, United Kingdom Agility Resoucing Full time

    Job OverviewWe are seeking a highly motivated Financial Services Trainee to join our team at Agility Resoucing. This exciting opportunity will provide the successful candidate with the chance to develop their skills and knowledge in a UK practice with a family feel environment.


  • Warrington, Warrington, United Kingdom Recruited UK Full time

    **About Recruited UK**We are a leading recruitment agency in the financial services sector, specialising in asset finance. Our mission is to connect talented individuals with exciting career opportunities.**Salary:** £35,000 - £45,000 per annum (dependent on experience)


  • Warrington, Warrington, United Kingdom FFR Limited Full time

    Job Summary:The Senior Financial Services Manager at FFR Limited is responsible for overseeing the delivery of financial services to clients, including payment, banking, and FX management. This role requires strong leadership skills, with experience in managing teams and multiple competing priorities. The ideal candidate will also possess excellent...


  • Warrington, Warrington, United Kingdom NCR Full time

    NCR Atleos, a leader in expanding financial access, is headquartered in Atlanta. Our 20,000 dedicated employees optimize branch operations, improve efficiency, and enhance self-service availability for global financial institutions and retailers.Job SummaryThis role requires the secure transportation and deployment of monies to service ATM machines. The...


  • Warrington, Warrington, United Kingdom Sellick Partnership Full time

    Financial Services ExpertWe are looking for an experienced Bookkeeper to join our client's finance team. The successful candidate will be responsible for managing the Supplier Payment Process, supervising the Purchase Ledger assistant, and performing other financial duties.Manage the Purchase Ledger and ensure accurate recordsProcess payments and reconcile...

  • Financial Director

    1 week ago


    Warrington, Warrington, United Kingdom Applaud Recruitment Full time

    About the Role:We are seeking an experienced Financial Director to lead our finance recruitment division. As a key member of our team, you will be responsible for driving business growth and developing our existing consultants.The successful candidate will have a proven track record in financial recruitment, with experience in leading and developing teams....


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Job Summary:We are seeking a skilled Administrative Support for Financial Services to join our team. As a key member of our team, you will play a vital role in supporting our experienced financial advisers and ensuring the smooth operation of our business.About the Role:This Senior Support Role in Financial Planning is perfect for someone looking to develop...


  • Warrington, Warrington, United Kingdom Recruited UK Full time

    Job DescriptionWe are looking for a Financial Services Professional to join our team at Recruited UK.As a key member of our bridging and development team, you will be responsible for delivering exceptional service to our clients, working closely with internal departments and directors to make fair and responsible credit decisions.The ideal candidate will...