Financial Services 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...

We are looking for a highly organized and detail-oriented Financial Services Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for delivering exceptional client service and administrative support.Key Responsibilities:Address client inquiries and provide prompt and...

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...

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...

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...

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...

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...

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...

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...

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...

Are you looking for a challenging role in financial services? ProTalent Limited is seeking a highly skilled Senior Accounting Specialist to join their team in Liverpool. With an estimated salary of £45,000 - £55,000 per annum, this position offers a competitive package.The ideal candidate will have experience in preparing accounts for SMEs, VAT returns,...

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...

Venn Group are recruiting for a Financial Wellbeing Specialist to join their team in Liverpool.The role is a hybrid one, with the successful candidate working from home and in the office.Salary: £20.00 per hour (umbrella rate)Length of Contract: 8 weeks with possibilities of extensionHours of Work: 37 hours per week, Monday to FridayThe Financial Wellbeing...

Launch Resources Limited is looking for a Financial Reporting Specialist to join their team. As a Financial Reporting Specialist, you will be tasked with preparing and reviewing financial reports, including balance sheets, income statements, and cash flow statements.You will also be responsible for ensuring accurate and timely financial reporting, as well as...

Financial Management SpecialistA financial management specialist with excellent analytical skills, experienced in preparing financial reports and models using Excel.The role requires a strong communicator who can present financial information to non-financial stakeholders.About the Role:To provide high-quality financial management and control advice to...

Sellick 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...

Job Title: Financial Controller SpecialistWe are collaborating with Antony James Recruitment Ltd to fill a crucial role of a skilled Financial Controller Specialist on a 12-month fixed-term contract.This is an exciting opportunity to bring your expertise in financial management and control to the team. As a Financial Controller Specialist, you will be...

beBee Professionals, based in Liverpool, is looking for a skilled Financial and Contractual Specialist to join our construction team. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled, and budgets are met.Key Responsibilities:Estimate costs for...

Job SummaryWe are seeking a highly experienced Finance Business Partner to join our team at Sellick Partnership. This is an excellent opportunity for a skilled professional to take on a challenging role and contribute to the success of our clients.About the RoleThis permanent full-time position offers a salary of £42,000 - £47,000 per annum, commensurate...