Wealth jobs in Liverpool - Page 2Create job alerts

A leading wealth management firm in Liverpool is seeking a Client Reporting Engineer to create visually engaging client-ready reports.You will design reporting layouts, optimize SQL queries, and manage timelines for client reporting.The ideal candidate has strong skills in client report design, expe

As a Financial Adviser, you’ll provide holistic financial planning, delivering bespoke solutions to clients across investments, pensions, protection, and retirement planning. Proven experience as a Financial Adviser, Wealth Manager, or IFA. Deliver personalised financial planning advice to both ne

Financial Services Administrator Liverpool City Centre Salary - Competitive Salary w/ Excellent Benefits Package Hours - Monday to Friday, 9am - 5pm Full time, permanent contract Outstanding training and development opportunities This is an exciting position based in Liverpool City Centre for those with keen interested in developing their career within the financial services sector. As a Financial Services Administrator, you will be crucial in supporting Financial Advisors in delivering exceptional service to their clients with a view to progressing and further developing your career within the company through ongoing training and completing industry qualifications. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Your primary responsibilities will include: Provide high quality administrative support to the Wealth Services teams. Update client records upon receipt of a comprehensive Investment Planning Questionnaire completed by the Adviser. Liaise with Advisers and other teams, where appropriate, to keep up to date of progress and any outstanding requirements. Study towards the Diploma in Regulated Financial Planning Experience / Qualifications: Strong written and verbal communication skills Customer focussed attitude. Time management and ability to work to deadlines. Organisational skills. Good attention to detail. Accurate and numerate. Drive and initiative to work on own and as part of a team. Working knowledge of computer-based applications such as Word and Excel. Aspirations to succeed and develop a rewarding career that can lead to significant personal progression. The company will also consider graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement If you are interested in this Financial Services job opportunity, please click to apply. 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 Planning Administrator / IFA Administrator Location: Liverpool City Centre Salary: £24,000 - £30,000 (depending on experience & qualifications) Hours:Monday-Friday, 9am-5pm Contract: Permanent, Full-time We are looking for an organised, detail‑driven Financial Planning Administrator to join a busy and well‑established financial planning team in Liverpool City Centre. This role is ideal for someone with financial services administration experience-whether from an IFA practice, wealth management firm, or a broader financial services environment-who is looking to build their technical knowledge and progress within financial planning. About the Role You will play a key part in supporting the advice process, preparing client information, maintaining accurate records, and ensuring all documentation meets compliance standards. Working closely with advisers and paraplanners, you'll help deliver a smooth, professional service to clients. This is an excellent opportunity for someone who enjoys a structured, client‑focused role and is keen to develop their career within financial planning. Key Skills & Attributes Strong attention to detail and accuracy Highly organised with the ability to prioritise effectively Professional, client‑focused approach Willingness to learn and develop technical knowledge Positive, proactive attitude Desire to take on more responsibility as skills grow Benefits Pension scheme Life cover Full funding for CII exams, study materials and membership Medical expenses cashback scheme Company sick pay Free financial health checks Holiday Entitlement 22 days + bank holidays + Christmas/New Year shutdown Additional holiday awarded with length of service If you're interested in this opportunity, please email your CV to (url removed) to be considered. 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