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Banking and Finance Solicitor

  • Liverpool
  • Competitive + Benefits
  • Permanent
Posted 4 days ago

Banking and Finance Solicitor. Our client is a leading international, full-service law firm working with clients in the world’s most dynamic and expanding markets. With a new Liverpool office, they have an opportunity for a Banking and Finance Solicitor to join at Associate level and are keen to speak to Banking and Finance Lawyers at around 1-5 years' PQE. You will work in the Liverpool office as part of the wider banking and finance group. Working alongside partners, associates, trainee solicitors, and PSL’s, the banking and finance group works on a range of financial matters including real estate finance, leveraged/acquisition finance, trade/receivable finance, Islamic finance, and restructuring. The client base is wide-reaching globally including the UK, European banks, and non-bank lenders, private equity funds, litigation funders, family offices, and corporates. As a Banking and Finance Solicitor, you will handle your own broad range of matters, with a focus on leveraged and acquisition finance. You will lead on your own transactions with a high level of client contact and business development, therefore in this role, a light touch level of Partner supervision will be essential. This role is ideal for a Banking and Finance Solicitor with a good base experience across general finance transactions (particularly leveraged/acquisition finance) to join a leading global law firm in a challenging and rewarding role, which will allow you to really progress your legal career in this field. THE PERSON We are looking for a Banking and Finance Solicitor at 1-5 years' PQE with a strong academic background. Ideally, you will have practiced within the banking team at a leading national or strong regional law firm. This role will allow you to further develop your banking experience across the full stretch of the group's practice areas and will allow you to build your own client relationships. As such a focus on business development and proven experience of client relationship management will need to be demonstrated, together with good commercial awareness to be able to deliver commercially focused advice to the group's clients. With an excellent market leading salary and outstanding benefits package, this is an exceptional opportunity for a Banking and Finance Solicitor to join this leading international law firm in Liverpool.

Graduate Finance Assistant with Payroll

  • Chester, Cheshire
  • Study Support
  • Permanent
Posted 16 days ago

Graduate Finance Assistant with Payroll Permanent Progression opportunities Study support In this role you will be responsible for all aspects of running a successful finance function. The role is suitable for an Accountancy & Finance Graduate (or similar) looking to work in a busy and varied accounts position with the view to progress to a senior role in the next 18 months. Duties & Responsibilities: Process the payroll on a weekly basis Inputting all new starters and leavers Manually calculating changes to wages Deduction of statutory payments including sick pay, maternity and paternity pay Purchase Ledger allocating purchase invoices and reconciling supplier accounts Credit Control chasing up over due payments on the phone and email Bank reconciliations Skills Required: Strong academic background including GCSEs and ALevels University Graduate 2017 / 2018 Experience working in an accounting position Familiar with Microsoft Excel and the ability to set up basic spreadsheet formulas Good planning and organisational skills with the ability to work to tight schedules The Company: An established and friendly team Opportunity to progress Funding towards your study support Modern and up to date offices Company performance bonus Free parking If you would like to be considered for the role please submit a copy of your CV in Word format by clicking APPLY NOW. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Financial Services Paraplanner

  • Nationwide / Work from Home
  • Highly Competitive
  • Permanent
Posted 5 days ago

We are seeking an experienced and highly competent Paraplanner for a forward thinking financial services organisation based in Taunton. The role will involve completing a variety of the nonclient facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients. If successful you will be responsible for preparing and maintaining client files, undertaking research and preparing recommendations to meet a clients needs and objections and preparing suitability reports. You will be working as part of a dedicated team alongside the firms advisers and administrators to provide clients with a professional ongoing Financial Planning experience. Maintaining high levels of compliance and keeping up to date with new product, technical or legislative changes within the marketplace will be key to ensuring your success in the role. In addition, to apply we will be looking for you to hold a detailed knowledge of the both the FCAs rules and requirements and also the FCAs and the firms record keeping requirements. You will need a broad and thorough knowledge of the financial services industry and also a high level of technical knowledge. You will need to hold your Diploma in Regulated Financial Planning or be working towards it. You will also need excellent communication skills, both written and verbal and the ability to pay high attention to detail. Great time management skills and the ability to work to deadlines are also essential. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Banking Solicitor

  • Liverpool, Merseyside
  • £50000.00 - £150000 per annum + Additional Benefits
  • Permanent
Posted 5 days ago

Legal 500 law firm are looking for a mid to senior banking & finance lawyer to join their Liverpool office and undertake a broad range of inbound and outbound banking and finance matters, including general lending, acquisition finance, project and credit finance, real estate finance and asset finance. The qualified candidate will be a highly motivated, independent and a service oriented individual, a hardworking selfstarter as well as a team player willing to work under pressure in delivering professional support in a timely manner. You will be 3+ PQE with broad banking experience gained at a top tier international or top regional Legal 500 firm. This is an excellent opportunity to join a friendly close knit team which reports directly to their award winning banking Partner. For more information contact Dawn Everton on the details provided.

Paraplanner

  • Liverpool
  • £35000 Per Annum
  • Permanent
Posted 4 days ago
                             My client is a bespoke, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients.  They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.  The Opportunity  This is a fantastic position for an experienced paraplanner to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.  You will part of a technical team and be actively involved in the back office process as a key member of a small back office team.  What’s needed for me to be considered?    Qualified or working towards level 4 diploma is an advantage  Previous experience within the IFA practices and Paraplanning is essential  FCA understanding of regulations and products, and their practical application  Effective communication, both written and verbal  Have a professional, proactive and positive attitude   What next?  Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.  Job Synonyms:  Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support
                

Paraplanner

  • Liverpool
  • £35000 Per Annum
  • Permanent
Posted 4 days ago
                                A well-established Wealth Management practice in Liverpool require a Paraplanner who is dedicated to enhancing their knowledge, experience and skills in this area.  Ideally, you will have previous experience as a Paraplanner or within a fast paced environment and have extensive product knowledge in the areas of pensions, investments and protection.  The successful candidate will benefit from full support and training within a welcoming office environment.  The Opportunity  Due to business growth and an increased demand of their services this highly reputable firm would like to welcome a Paraplanner to the team. You will be responsible for providing support to several highly successful advisers.  You will benefit from a working in a supportive and professional environment, full exam support as well as structured progression into Senior Paraplanning or Advisory positions in future.  What’s needed for me to be considered?    Previous experience working within a similar role within an IFA Practice  Level 4 Diploma qualified or a desire to work towards  A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels  Committed to a career in research  Good time management and the ability to organise and prioritise workload   What next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
                

Paraplanner

  • Cheshire
  • £35000 Per Annum
  • Permanent
Posted 4 days ago
                             A fantastic opportunity for a successful Paraplanner to join an established Chartered Independent Financial Advisory practice. Our Client is a growing practice with a fantastic industry name, whom focus on providing a complete financial planning service ensuring the Client is at the heart of everything they do.  The Opportunity  During a period of key expansion, our client is looking for a new Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.  What’s needed to be considered?    Level 4 Diploma qualified or working towards this is desirable/or relevant Industry experience as a substitute  Previous experience within a fast-paced IFA Practice  High level of analytical capability and good communication skills  Good pensions, investments, mortgage and protection product knowledge   What next?  Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
                

Paraplanner

  • Neston, Cheshire
  • £35000 Per Annum
  • Permanent
Posted 4 days ago
                             This is an opportunity for a Paraplanner to join a modern, professional and respected Independent Financial Adviser practice. The firm’s client relationships are based around understanding their client’s future objectives and going the extra mile to provide a personalised service.  The Opportunity  A fantastic opportunity has been created for a Paraplanner to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firms financial advisers.  The perfect candidate will have experience of working closely with HNW clients and have experience of being client facing.  What’s needed for me to be considered?    Previous experience within the IFA practice  Good product knowledge  Experience being client facing  Experience with Intelligent Office desirable.  Level 4 Diploma qualified or working towards this      What’s next?  Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200.00 in vouchers if we assist them in securing a new career.
                

Payroll Assistant

  • Prescot, Merseyside
  • £16000 - £18000 per annum + benefits
  • Permanent
Posted 9 days ago

Due to extensive growth we are seeking a meticulous, dedicated Payroll Assistant to join our existing head office payroll team in Prescot, Merseyside. We are looking for someone to act as the first point of contact for all payroll queries, internal and external, to the business. The successful candidate will provide direct support to the payroll team and team leader in the running of weekly/ monthly payrolls with the focus being on professionalism and prompt service. The core hours are 9:00am 18:00pm Monday to Friday. The package: £16,000£18,000 negotiable depending on experience Servicerelated annual leave Birthday leave Duties and responsibilities include: General payroll duties such as processing new starters and leavers, maintaining payroll records and other ad hoc duties Responding to employees regarding queries professionally and promptly Liaising with external payment agencies and internal departments in a professional and timely manner Provide support and guidance to employees and Managers on payroll related queries Help and support Payroll Team members as required Any other ad hoc duties To apply for this role you will need: Experience in Microsoft packages, especially Excel High attention to detail Excellent communication skills Strong customer service focus Selfdiscipline Experience of working towards and meeting deadlines Previous experience of working with an internal/in house Payroll system Experience of using Webroster Knowledge of Sage Accounts/Sage Payroll CRG is an equal opportunities employer. CRG operate in the UK and can only process applications from candidates who are currently UK residents and eligible to work in the UK. Whilst we will endeavour to contact you following your response, due to the high volume of applications we regret that this cannot always be possible. If you have not had notification from us within 30 days, please take your application as not being successful this time.

Finance Assistant

  • Warrington, Cheshire, England
  • £11,161 per year
  • Permanent
Posted 11 days ago

Finance Assistant Location: Salary: £11,161 per annum Hours: 22.5 per week An exciting opportunity has arisen for a Finance Assistant to join Making Space, a national charity providing Health & social care services, based at our head office in Warrington. As Finance Assistant you will be responsible for processing both Sales and Purchase Ledger transactions and will assist in providing a high quality financial support service. About the Finance Assistant role: Raising invoices Recording payments and receipts and reconciling on a daily basis Responding to and resolving account queries Inputting invoices Ensuring all payments are made by BACS, cheque or CHAPS within agreed payment terms Responding and resolving account queries Requirements of the Finance Assistant: Previous finance experience Excellent IT and numeracy skills and experience of using Microsoft Office The ability to communicate effectively both written and orally and provide customer care Eye for detail and ability to work independently and in accordance with strict deadlines Benefits of becoming the Finance Assistant: We offer a comprehensive benefits package including Flexible working, Buy annual leave Child Care Vouchers Cycle to Work Love 2 Shop Contributory Pension Scheme Employee Assistance Programme Access to free training, qualifications and career development opportunities * Free car parking If you feel you meet the above criteria of this Finance Assistant role then please apply now! The job will close once enough suitable applications have been received.

Finance Assistant

  • Warrington, Cheshire, England
  • £11,161 per year
  • Permanent
Posted 11 days ago

Finance Assistant Location: Warrington Salary: £11,161 per annum Hours: 22.5 per week An exciting opportunity has arisen for a Finance Assistant to join our clients company, a national charity providing Health & social care services, based at their head office in Warrington. As Finance Assistant you will be responsible for processing both Sales and Purchase Ledger transactions and will assist in providing a high quality financial support service. About the Finance Assistant role: Raising invoices Recording payments and receipts and reconciling on a daily basis Responding to and resolving account queries Inputting invoices Ensuring all payments are made by BACS, cheque or CHAPS within agreed payment terms Responding and resolving account queries Requirements of the Finance Assistant: Previous finance experience Excellent IT and numeracy skills and experience of using Microsoft Office The ability to communicate effectively both written and orally and provide customer care Eye for detail and ability to work independently and in accordance with strict deadlines Benefits of becoming the Finance Assistant: They offer a comprehensive benefits package including Flexible working, Buy annual leave Child Care Vouchers Cycle to Work Love 2 Shop Contributory Pension Scheme Employee Assistance Programme Access to free training, qualifications and career development opportunities * Free car parking If you feel you meet the above criteria of this Finance Assistant role then please apply now! The job will close once enough suitable applications have been received.

Finance Assistant

  • Warrington, Cheshire, England
  • £11,161 per year
  • Permanent
Posted 11 days ago

Finance Assistant Location: Warrington Salary: £11,161 per annum Hours: 22.5 per week An exciting opportunity has arisen for a Finance Assistant to join Making Space, a national charity providing Health & social care services, based at our head office in Warrington. As Finance Assistant you will be responsible for processing both Sales and Purchase Ledger transactions and will assist in providing a high quality financial support service. About the Finance Assistant role: Raising invoices Recording payments and receipts and reconciling on a daily basis Responding to and resolving account queries Inputting invoices Ensuring all payments are made by BACS, cheque or CHAPS within agreed payment terms Responding and resolving account queries Requirements of the Finance Assistant: Previous finance experience Excellent IT and numeracy skills and experience of using Microsoft Office The ability to communicate effectively both written and orally and provide customer care Eye for detail and ability to work independently and in accordance with strict deadlines Benefits of becoming the Finance Assistant: We offer a comprehensive benefits package including Flexible working, Buy annual leave Child Care Vouchers Cycle to Work Love 2 Shop Contributory Pension Scheme Employee Assistance Programme Access to free training, qualifications and career development opportunities * Free car parking If you feel you meet the above criteria of this Finance Assistant role then please apply now! The job will close once enough suitable applications have been received.

Paraplanner

  • Chester
  • £35000 Per Annum
  • Permanent
Posted 4 days ago
                             My client is a bespoke, well respected chartered IFA practice that seeks to build a long term, trusting relationship with their clients.  They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.  The Opportunity  This is a fantastic position for an experienced paraplanner to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.  You will part of a technical team and be actively involved in the back office process as a key member of a small back office team.     What’s needed for me to be considered?    Qualified or working towards level 4 diploma is an advantage  Previous experience within the IFA practices and Paraplanning is essential  FCA understanding of regulations and products, and their practical application  Effective communication, both written and verbal  Have a professional, proactive and positive attitude      What next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.                   Job Synonyms:               Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support
                

Payroll Administrator

  • Birkenhead, Merseyside
  • £17000 - £20000 per annum + Benefits
  • Permanent
Posted 17 days ago

Payroll Administrator Birkenhead Permanent Full time role but will consider reduced hours A newly created position in a highly successful and a leading company are looking to expand their head office with a new Payroll Administrator. In this role you will be responsible for managing the monthly and weekly payrolls and liaising with site managers to ensure timesheets are updated and being paid correctly. The role will include but not restricted to: Processing payrolls for over 10000 employees on a weekly and monthly basis Inputting new starters, leavers and change of personal details into the system To maintain up to date payroll information and calculate SMP, SPP, SSP and holiday pay Ensuring all payroll related information is kept up to date and accurate to ensure that all employees are paid correctly Ensuring all payroll functions are processed in a timely manner including P45s, P46s and P60s Liaising with managers from different departments ensuring all timesheets are accurate and ready for processing Liaising with external agencies to ensure timesheet hours are correct Responsible for resolving payroll queries The successful candidate will have: Previous experience in Payroll Administration Experienced in using Microsoft Excel Good communicator and attention to detail The company: Working a relaxed and friendly office environment Dress down Fridays Supportive team offering onsite and offsite training Free onsite parking Medicash plan Flexible working hours Will consider reduced working hours If you would like to be considered for the role please send a copy of your CV in Word document and click APPLY NOW. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Commercial Finance Manager

  • Liverpool
  • Depending on experience
  • Permanent
Posted 2 days ago

About the Role We are currently looking for an experienced Commercial Finance Manager to join the team here at Matalan. As a Commercial Finance Manager you will accurately report on and challenge the business’s trading KPI’s and investments across all areas of Retail. You will be challenging the Retail team on performance and drive out action plans to address issues including ongoing commercial reviews of the Retail P&L and short term plans to address immediate issues, influencing courses of action and ultimately supporting the business’s strategy. Work collaboratively with Retail to ensure we are making robust commercial decisions ROI, payback and performance analysis for store refresh programme and other strategic investments Work closely with other key areas of the business (eComm, Supply Chain and Marketing) to identify and implement trading opportunities Maintain an accurate and timely daily and weekly sales report for store operations Ongoing analysis on profitability of stores, promotions and other initiatives and provide insight to support action and influence future ways of working Work closely with the Retail Operations team during budget process to produce accurate KPIs that influence both the cost base and help to maximise revenue Work closely with Retail Productivity team to support analysis and drive commercial action Provide ad-hoc support to Retail Operations Team and broader Commercial Finance Team Support with retail trial reporting and analysis, providing regular updates and insights to enable the business to make informed decisions regarding future initiatives Create and maintain a schedule of seasonal commercial reporting requirements in line with the corporate trading calendar Ownership of Retail Operations payroll model to control and analyse weekly payroll costs, as well as identifying opportunities for improved efficiency and cost saving Weekly payroll data capture process, including use of the Staff Scheduling BMS tool and Sage payroll system, capturing all key reporting BI including contract position, planned and actual hours deployed, and cost Responsible for the Staff Scheduling drive and maintenance of the BMS payroll tool, ensuring key driving metrics are in line with the current store wages budget Delivers regular payroll updates throughout the week to ensure constant strong adherence to the payroll model is maintained at all times About You CIMA qualified with significant PQE Proven experience in a finance team, preferably in Commercial Finance Ability to build strong relationships across the business and the strength of character to support and influence senior decision makers A strong analytical approach Used to adapting and dealing with change A passion and desire to complete tasks to tight deadlines in a fast-paced environment Strong communication, listening and high numerate skills with a strong financial acumen A positive and proactive attitude to work with the ability to work calmly under pressure Commercially focussed and self motivated About Matalan Founded in the early 1980s by John Hargreaves in Liverpool, Matalan is a family retail business that is proud to serve its customer excellent quality at great value. With over 200 stores in the UK, a growing online presence and over 15,000 employees, working here is exciting, collaborative, challenging, and above all fun! As part of the Matalan family you can expect some great benefits and the opportunity to be part of our exciting vision - to become the UK’s most trusted value retailer. This is Retail Made Real. In the event that a high volume of suitable applications are received, the post may close prior to the specified closing date. Please apply as soon as possible if interested.

Cash Flow Planning Analyst

  • Chester
  • £25000 Per Annum
  • Permanent
Posted 4 days ago
                             A brilliant opportunity has arisen to work as part of a Cashflow Team who provide accurate and substantiated assessments of cash flow scenarios within a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status.  The Role:    Provide detailed assessment feedback to guide Planners & Paraplanners in all areas that require remedial actions. Complete reassessments once commentary provided/actions completed  Provide initial workshop training for “new to process” Planners & Paraplanners.  Provide accurate data regarding assessments, reassessments and training interventions to the Cashflow Administrator in accordance with CFT process.  Maintain accurate log of weekly activity, for ongoing review with your Line Manager, to ensure actions are targeted appropriately.  Actively participate in CFT Team meetings to help continually improve working practices, provide feedback on key successes and address any areas for concerns.   Skills:    Strong analytical skills  Excellent written and verbal communication skills  Attention to detail  Ability to successfully manage multiple tasks  Ability to interpret financial data  Strong interpersonal skills and teamwork ethic   Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
                

Senior Paraplanner

  • Liverpool, Merseyside
  • £40000 Per Annum
  • Permanent
Posted 4 days ago
                                               A fantastic opportunity for a successful Paraplanner to join an established Independent Financial Advisory practice. Our Client is a growing practice with a fantastic industry name, whom focus on providing a complete financial planning service ensuring the Client is at the heart of everything they do.           The Opportunity     During a period of key expansion, our client is looking for a Senior Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. This would be particularly attractive to somebody who enjoys being an integral member of a business exploring rapid growth.               Dividend scheme               3% pension contribution               Perkbox               Medicash               PMI               33 holiday including bank holiday                     What’s needed to be considered?          Level 4 Diploma qualified is essential      Any advanced qualifications are desired     Pensions/Team Leading experience attracts a higher salary     Previous experience within a fast-paced IFA Practice     High level of analytical capability and good communication skills     Good pensions, investments, and protection product knowledge               What next?     Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.     Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.           Synonyms:     Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanner, para-planner, suitability
                

Employed Financial Planner

  • Liverpool
  • £50000 Per Annum
  • Permanent
Posted 4 days ago
                             Our Client is a National Financial Planning firm with advisors and offices based all around the UK, who are looking to bring in new talent. Due to an extremely fruitful period of business, our client is now looking to expand by adding new members to the Financial Planning team in various locations. Our clients main focus is on providing bespoke advice to all tiers of client yet specialising in catering to both High & Ultra High Net Worth clients, through investment advice and bespoke retirement and cash flow planning.   The Opportunity  The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms fruitful lead source. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing Clients, with all your leads provided via referrals and professional introducers, in addition to orphan client banks with a highly rewarding Salary and Benefits package   What’s needed for me to be considered?    Hold previous experience within an IFA / Financial Planning Practice (Ideally a minimum of 3 years +)  Must be qualified to a minimum industry standard of Level 4 Diploma Qualified  Previous experience dealing with High Net Worth Clients desirable but not essential  A wealth of pension/retirement planning experience.   A strong understanding of Pensions and Investment products advantageous     What next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.   Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.   Job Synonyms:                   Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner
                

Legal Cashier

  • Liverpool
  • £18000 - £21000 per annum, Benefits:Company Pension Scheme
  • Permanent
Posted 23 days ago

Legal Cashier. A fantastic opportunity has arisen for a Legal Cashier to join a friendly team in the heart of Liverpool city centre. You will join a specialist law firm which has an excellent reputation in the legal market. You will be dealing with a varied workload, and working as part of friendly and informal team. This legal cashier role may be appealing to an individual who is reaching the point where there is nowhere else to go in their current job, as this firm offers a fully supportive working environment. You will be required to have previous experience from a legal cashier role and be fully compliant with the solicitors’ accounts rules. As the firm’s Legal Cashier, you will carry out a wide range of duties including: End of month/year accounts procedures Bank reconciliations Processing cheque payments CHAPS request Maintaining department ledgers You can expect to join a forward thinking and friendly firm with a high staff retention rate due in part to their commitment in supporting staff professional development and enjoyable work environment. You will need at least one year’s experience within a solicitors office undertaking a similar role. For more information on this Liverpool based Legal Cashier role, please contact Gemma Taylor. ##### ######.

Finance Administrator

  • Liverpool, Merseyside
  • Up to £20000.00 per annum
  • Permanent
Posted 4 days ago

Finance Administrator Permanent Liverpool City Centre We have an excellent opportunity to join a leading financial firm based in Liverpool City Centre as an Finance Administrator. This vacancy offers a competitive salary of up to £20,000, working Monday to Friday 9.00am 5.00pm plus excellent benefits. We are looking for someone who has experience within financial services or banking, with strong data entry skills with excellent attention to detail. The job Compiling client records for clients to a high standard of accuracy Liaising with suppliers and external companies Quality checking and signing off work when required Ensuring costs match and updating MI when required Monitoring and distributing tax emails to the correct department Managing client account changes and amendments Ensuring that the large volumes of amendments are updated accurately and in a timely manner Ensuring department procedures are kept up to date Liaising with other departments Crosschecking all KYC information and documents to support account changes, account opening or closures Experience required Financial Administrator Banking Excellent knowledge using Microsoft Office Quality Assurance Data Entry Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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