Graduate Financial Services Advisor Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry. Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications. About the role: The role would involve providing a critical service and being the initial point of contact for new clients seeking guidance or advice regarding their wealth/pensions both over the phone or through email. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Experience and Qualifications: We welcome applications from candidates with:...

Are you an ambitious, values-led charity leader looking for an opportunity to shape the future of a distinctive and impactful organisation? Would you like to lead a charity providing specialist addiction recovery support to serving personnel, veterans and emergency services personnel, while building its long-term sustainability and influence? Tom Harrison House provides specialist addiction recovery support for people who are serving or have served in the UK Armed Forces, as well as emergency services personnel. Combining therapeutic support, shared experience and a strong sense of community, the charity offers people the opportunity to find connection, rebuild their lives and move forward in recovery. Over more than a decade, Tom Harrison House has developed a distinctive approach, built a strong reputation and established valuable partnerships across the veterans, health, addiction, homelessness and wider voluntary sectors. They are now looking for an experienced Chief...

Client Services Administrator Liverpool City Centre Full Time Permanent Monday-Friday Are you an organised and detail-focused graduate / administrator looking to build a long-term career in financial services? We're recruiting for a Client Services Administrator to join a growing and professional organisation, providing administrative support to advisers and helping ensure clients receive an excellent service throughout their journey. This is an excellent opportunity for someone with previous administration experience who is looking to move into the financial services sector. It would particularly suit recent graduates in Economics, Finance, Business, Accounting or similar disciplines , as well as candidates with A-Levels and strong office administration experience who are keen to develop their career. The Role You'll be responsible for supporting advisers with a wide range of administrative tasks, including: Managing client records and documentation Updating...

Financial Services Administrator Location: Liverpool City Centre Salary: Competitive + Excellent Benefits Hours: Monday to Friday, 9:00am - 5:00pm (35 hours per week) Looking for your first step into Financial Services or ready for your next administrative challenge? We are recruiting for a Financial Services Administrator to join a leading financial wellbeing and wealth management organisation based in the heart of Liverpool City Centre. This is an excellent opportunity for an organised and detail-focused administrator who enjoys working in a fast-paced professional environment. You'll play a key role in supporting Financial Advisers and clients, ensuring the smooth administration of investment, pension and wealth management services. Whether you have previous financial services experience or a strong administrative background and are looking to build a career within the industry, we'd love to hear from you. What We're Looking For We're looking for someone...

Job Title: Customer Care Specialist Agent Location: Liverpool City Centre on a hybrid working basis Salary: 28,459 per annum Job Type: Permanent, Full Time Working Hours: Monday to Friday 9:00am to 5:30pm, 37.5 hours a week Looking for a new challenge? Do you have a passion for delivering exceptional service and good outcomes for customers? Are you compassionate, empathetic and an outstanding communicator? What You'll Be Doing: Supporting customers experiencing financial difficulties and/or vulnerability providing good customer outcomes meeting both customer and business needs Providing great customer service (using models including TEXAS and IDEA) with the aim of a one call resolution Assisting customers/businesses with debts owed - ensuring these are recovered meeting both the customer and business needs. Responding to queries from clients and agents received by phone, email or letter in a courteous and helpful manner and ensuring that all information...

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across...