Financial Services Assistant
3 days ago
We are looking for a proactive and detail-oriented individual to join our team as a Financial Services Assistant. In this role, you will work closely with internal and external stakeholders to ensure smooth operations and deliver excellent service to our partners. You will also be responsible for monitoring pipelines and creating management reports.
This is an excellent opportunity to develop your career in a dynamic and ethical banking team.
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Financial Services Assistant
2 days ago
Liverpool, Liverpool, United Kingdom Getting In Limited Full timeAbout the ApprenticeshipWe are offering a Financial Services Assistant apprenticeship that will provide you with hands-on experience in the financial services industry. As a key member of our team, you will assist in delivering exceptional service to our clients and contribute to the development of our financial products.Job ResponsibilitiesWork closely with...
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Financial Services Assistant
4 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced Financial Services Assistant to join their team in Liverpool. The successful candidate will have excellent organisational skills, a flexible approach and experience working with Microsoft Office products.About the Company:Our client is a leading financial advisory firm based in the Liverpool area....
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Financial Services Assistant
6 days ago
Liverpool, Liverpool, United Kingdom Very Group Full timeWe are seeking a skilled Accounts Assistant to join our Financial Services team at The Very Group. This role is ideal for an individual with accounting qualifications, looking to develop their skills in financial services.Key Responsibilities:Support the month-end process, including posting of accounting journals and balance sheet reconciliations.Accurately...
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Financial Services Professional
3 days ago
Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeProfessional 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...
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Financial Planning Specialist
4 weeks ago
Liverpool, Liverpool, United Kingdom Quilter Financial Planning Full timeRole 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...
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Liverpool, Liverpool, United Kingdom St. James's Place Financial Adviser Academy Full timeCareer 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...
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Financial Services Coordinator
1 week ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time**Company Overview**Hoxton Wealth is a leading global financial services firm with a strong presence in key markets. With a tech-led approach to financial planning, the company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.Our firm has around £2 billion in assets...
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Holistic Financial Advice Consultant
4 weeks ago
Liverpool, Liverpool, United Kingdom Quilter Financial Planning Full timeAbout 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...
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Commissions Portfolio Specialist
4 weeks ago
Liverpool, Liverpool, United Kingdom Bibby Financial Services Full timeWe 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...
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Financial Services Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom HSBC Global Services Limited Full timeAbout Us:HSBC Global Services Limited is a leading provider of financial services, supporting millions of individuals, families, businesses, and investors worldwide. Our diverse range of products and services includes current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management.Our Culture:We value...
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Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeJob OverviewWe are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team on a full-time basis.The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.Key Responsibilities:Provide administrative support to financial advisors, including scheduling...
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Financial Services Manager
4 days ago
Liverpool, Liverpool, United Kingdom CV Library Full timeCV Library is seeking a highly skilled Financial Services Manager to join their team on a 3-month contract with the possibility of further extension. The role encompasses financial management, budget control, and financial advice provision to senior officials within the City Council.Job Description:Provide regular, cyclical, and ad-hoc budgetary control...
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Senior Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a leading global financial services firm with a strong presence in key international locations. With a tech and tax-led approach to financial planning, the company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.The company has around £2 billion in...
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Financial Services Representative
2 weeks ago
Liverpool, Liverpool, United Kingdom Westpac Group Full timeWe are seeking a skilled Financial Services Representative to join our team at Westpac Group. As a representative, you will play a vital role in providing exceptional customer service and support to our clients.Key responsibilities include assisting customers with everyday banking needs, creating a stress-free experience, and helping with transactional and...
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Financial Services Specialist
3 days ago
Liverpool, Liverpool, United Kingdom Bond Rec Full timeJob 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...
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Financial Services Professional
2 days ago
Liverpool, Liverpool, United Kingdom Antony James Recruitment Ltd Full timeWe are seeking a highly skilled Financial Services Professional to join our team on a 12 month contract basis.About the RoleThis is an excellent opportunity for an experienced Credit Controller to utilize their expertise in a dynamic finance environment.Key Responsibilities:Chase outstanding invoices via telephone and email, ensuring timely payment from...
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Practice Manager
1 month ago
Liverpool, Liverpool, United Kingdom Synchronicity Financial Services Full timeWe are seeking a highly skilled Practice Manager to join our team at Synchronicity Financial Services. As a key member of our operations team, you will play a crucial role in the day-to-day management of our practice, ensuring seamless delivery of our services and continuous improvement of our operational efficiency.The successful candidate will have...
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Financial Services Operations Specialist
1 month ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAt Hoxton Wealth, we are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service.Key Responsibilities:Provide administrative support to financial advisors, including...
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Financial Services Director
4 weeks ago
Liverpool, Liverpool, United Kingdom NHS Full timeJob 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...
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Financial Services Specialist
2 weeks ago
Liverpool, Liverpool, United Kingdom Sellick Partnership Full timeSellick Partnership is seeking a Senior Finance Business Partner to join their team on a fixed-term contract. This role offers an excellent opportunity for experienced professionals to add value to an evolving finance team and business partner with budget holders across the organisation.The ideal candidate will report to the Head of Finance and support a...