8 Wealth Management jobs in Liverpool.

Hiring now: Technology Development Un @ Markel, Client Admin @ Evelyn Par, Private Client Tax Asst M @ Sw, Trustee Dir @ Law Debent, Associate Pensions Exec @ Lawdeb.Explore more at jobswithgpt.com.

šŸ”„ Skills

administrative support (3) client outcomes (3) back-office systems (3) digital tools (3) best practices (3) client relationships (2) financial planning (2) training programme (2) professional development (2) collaboration (2)

šŸ“ Locations

Manchester (7) Liverpool (1)
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Markel

Technology Development Underwriter Manchester
Skills & Focus: Underwriting, Broker relationships, Technology, Professional Indemnity, Commercial Combined, Liability classes, CRM system, New business service, Coaching and mentoring, Pension scheme
About the Company: Markel Corporation (NYSE ā€“ MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisoā€¦
Experience: Proven relevant underwriting experience in an underwriting role and demonstrable technical skills
Salary: Great salary plus car allowance & generous quarterly bonus
Type: Hybrid
Benefits: 25 days paid holiday (pro rata) plus Bank Holidays, opportunity to buy/sell extra leave, fantastic company pension scheā€¦

Evelyn Partners

Client Administrator Manchester
Skills & Focus: administrative support, client relationships, financial planning, training programme, professional development, client outcomes, back-office systems, digital tools, collaboration, best practices
Type: Full-time
Benefits: access to a structured training programme, continuous professional development, collaboration with experienced Investmeā€¦

S&W

Private Client Tax Assistant Manager Manchester
Skills & Focus: Private Client Tax, Advisory, Compliance, Tax Planning, Client Relationships, Financial Performance, Business Development, Networking, Professional Qualifications, Client-Focused
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UKā€™s top 10 ā€¦
Experience: Experience within a professional services or accountancy firm, ideally in a private client tax environment.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role dependeā€¦

Evelyn Partners

Client Administrator Manchester
Skills & Focus: client outcomes, administrative support, relationship building, financial planners, operational support, meeting preparation, back-office systems, client records, digital tools, best practices
Type: Hybrid
Benefits: Access to structured training programme, continuous professional development.

Law Debenture

Trustee Director Manchester
Skills & Focus: Pension Trustee, business development, client care, occupational pension schemes, performance management, professional qualifications, trusteeship, relationship building, collaborative working, pensions industry
About the Company: Law Debenture is an Investment Trust supported by a wholly owned professional services business. LawDeb is an unusual and exciting proposition; on a day-to-dayā€¦
Experience: Existing Pensions Trustee experience (for example as a member or employer-nominated trustee) highly desirable as well as relevant experience at a senior level in the Pensions Industry
Salary: Competitive salary with annual review and performance bonus scheme
Type: Full Time
Benefits: Generous pension contribution, Full healthcare cover, Attractive office space

Lawdeb

Associate Pensions Executive Manchester
Skills & Focus: occupational pension schemes, stakeholders, trustee meeting arrangements, budget/cost control, regulatory deadlines, business development, client care, time management, communication skills, innovate
About the Company: Law Debenture is an Investment Trust supported by a wholly owned professional services business. It is a listed business with a 132-year-old FTSE250 investmentā€¦
Experience: 2 - 5 years of experience in pensions arena
Salary: Competitive salary with annual review and performance bonus scheme
Type: Full-time
Benefits: Generous pension contribution, full healthcare cover, health cash plan, life assurance, attractive office space

Evelyn Partners

Paraplanner Manchester
Skills & Focus: Paraplanning, Client Support, Financial Planning, Suitability Reports, Technical Research, Cashflow Modelling, Collaboration, Client Experience, FCA Guidelines, Professional Development
About the Company: Evelyn Partners is a financial services company that provides support to financial planners and ensures a positive client experience.
Experience: Experience in paraplanning and knowledge of financial products and investment solutions is preferred.
Type: Hybrid
Benefits: Access to a structured training programme, ongoing professional development, and collaboration with experienced Paraplaā€¦
Client Administrator Liverpool
Skills & Focus: administrative support, client relationships, financial planning, training programme, professional development, client outcomes, back-office systems, digital tools, collaboration, best practices
Type: Full-time
Benefits: access to a structured training programme, continuous professional development, collaboration with experienced Investmeā€¦