Financial Services Expert

4 weeks ago


Liverpool, Liverpool, United Kingdom Puro Accountancy Full time
Job Description

Puro Accountancy is seeking a highly skilled and experienced Senior Accountant to join their team of accounting professionals in a full-time capacity.

Key Responsibilities
  • Client Portfolio Management: Manage a portfolio of clients, ensuring the delivery of exceptional accounting and tax services.
  • Financial Reporting: Prepare and review annual accounts, tax computations, and VAT returns with accuracy and attention to detail.
  • Mentorship and Guidance: Provide guidance and mentorship to junior team members, focusing on training and development to enhance their skills and knowledge.
  • Financial Guidance: Offer expert financial guidance while ensuring adherence to accounting standards and tax regulations.
  • Special Projects: Assist in special projects and ad-hoc tasks, demonstrating flexibility and adaptability in a fast-paced environment.
  • Client Relationships: Nurture strong client relationships, identifying opportunities for business expansion and enhancement.
Requirements
  • Experience: A minimum of 3 years' experience within a UK practice accountancy firm.
  • Qualifications: ACCA or ACA qualification is ideal, but consideration will also be given to Part-qualified individuals or those who are QBE.


  • Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full time

    About the RoleWe are seeking a motivated and ambitious individual to join our team at St. James's Place Financial Adviser Academy. As a Financial Adviser, you will have the opportunity to build a successful career in financial services and launch your own business.Key ResponsibilitiesDevelop and implement business strategies to achieve financial goalsProvide...


  • Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full time

    About the RoleWe are seeking a motivated and ambitious individual to join our team at St. James's Place Financial Adviser Academy. As a Financial Adviser, you will have the opportunity to build a successful career in financial services and launch your own business.Key ResponsibilitiesDevelop and implement business strategies to achieve financial goalsProvide...


  • Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full time

    About the RoleWe are seeking a motivated and ambitious individual to join our team at St. James's Place Financial Adviser Academy. As a Financial Adviser, you will have the opportunity to build a successful career in financial services and launch your own business.Key ResponsibilitiesDevelop and implement business strategies to achieve financial goalsProvide...


  • Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    We are proud to represent Ortus PSF, a prestigious financial services firm, in their search for an experienced Financial Planning Expert to join their team. Renowned for its excellence and innovation in the industry, Ortus PSF is an award-winning leader in the financial services sector, operating at the forefront of innovation. With a track record of...


  • Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Acorn insurance & Financial Services LTD. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their queries and concerns in a timely and professional manner.Key...


  • Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Summary:We are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Acorn insurance & Financial Services LTD. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers, resolving their queries and concerns in a timely and professional manner.Key...


  • Liverpool, Liverpool, United Kingdom Acorn Insurance and Financial Services Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Claims Resolution Expert to join our team at Acorn Insurance and Financial Services Limited. As a Motor Insurance Specialist, you will play a critical role in managing a portfolio of motor insurance claims, ensuring that our customers receive the highest level of service and that our business...


  • Liverpool, Liverpool, United Kingdom Acorn Insurance and Financial Services Limited Full time

    About the RoleWe are seeking a highly skilled and motivated Claims Resolution Expert to join our team at Acorn Insurance and Financial Services Limited. As a Motor Insurance Specialist, you will play a critical role in managing a portfolio of motor insurance claims, ensuring that our customers receive the highest level of service and that our business...


  • Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly skilled Paraplanner to join our dynamic team. As a Paraplanner, you will play a crucial role in supporting our financial advisors by conducting in-depth analysis, research, and preparing financial reports.Key Responsibilities:Conduct thorough research and analysis to support the development of comprehensive financial...


  • Liverpool, Liverpool, United Kingdom Ortus PSR Full time

    Job Summary:Ortus PSR is seeking a highly skilled Paraplanner to join our dynamic team. As a Paraplanner, you will play a crucial role in supporting our financial advisors by conducting in-depth analysis, research, and preparing financial reports.Key Responsibilities:Conduct thorough research and analysis to support the development of comprehensive financial...


  • Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a ParaplannerAt Exchange Street Claims & Financial Services, we're committed to helping our employees grow and succeed in their careers. As a paraplanner, you'll play a vital role in supporting our financial planners and helping our clients achieve their financial goals.What You'll DoConduct research and analyze data to support...


  • Liverpool, Liverpool, United Kingdom Exchange Street Claims & Financial Services Full time

    Unlock Your Potential as a ParaplannerAt Exchange Street Claims & Financial Services, we're committed to helping our employees grow and succeed in their careers. As a paraplanner, you'll play a vital role in supporting our financial planners and helping our clients achieve their financial goals.What You'll DoConduct research and analyze data to support...


  • Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    About the RoleWe are seeking a highly skilled and motivated Customer Service Representative to join our Telematics team at Acorn Insurance & Financial Services LTD. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, responding to their queries, and resolving any issues in a timely and...


  • Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    About the RoleWe are seeking a highly skilled and motivated Customer Service Representative to join our Telematics team at Acorn Insurance & Financial Services LTD. As a key member of our customer-facing team, you will be responsible for providing exceptional service to our customers, responding to their queries, and resolving any issues in a timely and...


  • Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Title: Operational Risk Support Manager - Resilience ExpertLocation: HybridSalary: Up to £60,000 DOEWorking Hours: Monday to Friday, 9am to 5:30pmAbout the Role:We are seeking an experienced Operational Risk Support Manager to join our team at Acorn Insurance & Financial Services LTD. As a key member of our operational resilience team, you will play a...


  • Liverpool, Liverpool, United Kingdom Acorn insurance & Financial Services LTD Full time

    Job Title: Operational Risk Support Manager - Resilience ExpertLocation: HybridSalary: Up to £60,000 DOEWorking Hours: Monday to Friday, 9am to 5:30pmAbout the Role:We are seeking an experienced Operational Risk Support Manager to join our team at Acorn Insurance & Financial Services LTD. As a key member of our operational resilience team, you will play a...


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

    Financial Services Career OpportunityPrestige Recruitment Group is seeking a skilled Financial Services professional to join our team.About the RoleThis is an exciting opportunity to work with a leading Financial Services organization, helping clients achieve their long-term financial goals.Key ResponsibilitiesConduct comprehensive financial analyses to...


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

    Financial Services Career OpportunityPrestige Recruitment Group is seeking a skilled Financial Services professional to join our team.About the RoleThis is an exciting opportunity to work with a leading Financial Services organization, helping clients achieve their long-term financial goals.Key ResponsibilitiesConduct comprehensive financial analyses to...


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

    Financial Services Advisor RolePrestige Recruitment Group is seeking a skilled Financial Services Advisor to join our team in Liverpool.This is a fantastic opportunity for a passionate and knowledgeable individual to help clients achieve their long-term financial goals while working closely with a Financial Advisor.Key ResponsibilitiesConduct thorough...


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

    Financial Services Advisor RolePrestige Recruitment Group is seeking a skilled Financial Services Advisor to join our team in Liverpool.This is a fantastic opportunity for a passionate and knowledgeable individual to help clients achieve their long-term financial goals while working closely with a Financial Advisor.Key ResponsibilitiesConduct thorough...