client services assistant jobs in Merseyside

Job Description This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties. Duties will include: preparing for client...

Reports To Head of Client Services & Logistics Duration Permanent contract Salary £25k-£27k base - plus commision Job Purpose In this role, you’ll be responsible for providing exceptional sales and customer service support, playing a critical role in enabling the Sales Team to deliver an outstanding customer experience. You will support the end to end ordering and fulfilment process by...

The Firm KP Law is a UK-based claimant law firm focused on collective redress. With offices in London, Liverpool, Manchester, and Birmingham, we represent large groups of individuals in high-profile cases against major corporations. Our team combines legal expertise with a data-driven, tech-enabled approach to litigation. We’re not a traditional law firm, we’re built for scale, efficiency, and...

Job Description Head of Private Clients – Liverpool Up to £70,000 + comprehensive benefits package Take the lead in shaping and growing a specialist Private Client division for an highly regarded insurance brokerage in Liverpool. This is a standout opportunity for an experienced High Net Worth specialist to step into a senior leadership role, drive strategic direction, and elevate a...

Job Description Despite benefiting from being part of one of the world’s largest broking houses, this specialist team feels more akin to that of a boutique practice – it has been granted unrivalled levels of autonomy, is deeply committed to the niches that it serves, and is able to quickly adapt to changes in a fast-paced market. Accordingly, it arranges the insurances in relation to some of the...

Role: Senior Finance Administrator (Payments) / Client Accountant — Residential Lettings Team: Payments / Finance Operations Location: Fully remote with occasional (once a month) travel Salary £30-38K PA DOE Type: Full-time Our client, a highly regarded UK property company, is seeking a skilled and experienced Finance Administrator / Lettings Client Accounts to join their finance and...

We are working with a global Corporate Housing firm in the search for a Client Account Manager EMEA, based anywhere in the United Kingdom. In this fast-paced, full-time role, you'll work from your home office managing serviced apartment requests and client relationships while delivering superior guest experiences. Ideal for energetic professionals with strong B2B account management skills and a...

Job Description Private Client Solicitor – Southport A highly respected full-service law firm in Southport is seeking a dedicated and ambitious Private Client Solicitor to join its growing team. This is a fantastic opportunity for a NQ to 3 years PQE solicitor who is passionate about private client work and looking to take the next step in their career. The Role: You will manage a varied...

- Hybrid working with home office setup provided - Opportunity to manage a varied, high-quality private client caseload - Supportive team with access to training and career development Are you a Private Client Solicitor ready for your next step in a supportive, community-focused environment? Join a growing team based in Southportwhere you’ll handle a mix of wills, probate, trusts, and estate...

WELCOME TO LINAKER For 30 years Linaker has specialised in the creation and maintenance of tailor-made business environments. Having shaped workspaces for a wide range of businesses across the country, Linakers heritage lies in our ability to design and regulate unique spaces that truly work. Linaker was founded upon three core values: trust, reliability and care. We are not just a service...

Private Client Solicitor - Liverpool - £250k+ Package + Bonus This award-winning national law firm offers specialist quality legal advice to a broad range of HNW and UHNW individuals and institutional businesses. Due to the continued growth and expansion of their Liverpool office, the requirement for a Partner in the Private Client team has arisen. The ideal candidate will have several years’...

✨ Head of Private Client - Merseyside - up to £65,000 - Hybrid ✨ My client - a long-standing and award-winning Merseyside law firm - are seeking an experienced Private Client Solicitor to lead their team in their North Merseyside offices. The firm are renowned for their friendly, yet professional approach, with a long-standing reputation of quality work, resulting in a loyal client base, with...

Job Description Private Client Solicitor Chester A highly respected law firm are seeking to recruit an experienced Senior Solicitor for their established Wills, Trusts & Probate team. This is an exceptional opportunity for a Private Client specialist seeking a leadership role within a supportive and forward-thinking practice. The successful candidate will join the firms Private Client department...

Client Manager (Full Time) – Fully Remote Accountancy Practice (UK) This fast-growing, fully remote UK accounting and advisory firm is looking for a Client Manager to join its expanding team. This modern, tech-led practice supports venture-backed start-ups and high-growth businesses across the UK, providing outsourced finance, accounting and advisory services. The firm operates with a...

EXCLUSIVE OPPORTUNITY - Director of Client Development & Marketing Ambition is delighted to be partnering exclusively with Charles Russell Speechlys, a leading international law firm known for its deep client relationships, strategic clarity and people‑centred culture. They operate at the intersection of private capital, family enterprise and business, and are widely recognised for their...

Senior Private Client Solicitor or Senior Associate / STEP Practitioner Shrewsbury / Or relocation from any UK location ALS are retained by a well-established and highly respected regional law firm to recruit a Senior Private Client Solicitor / STEP Practitioner as part of its continued growth. The firm has built a strong reputation across Shropshire and throughout England and Wales, known for...

For 30 years Linaker has specialised in the creation and maintenance of tailor-made business environments. Having shaped workspaces for a wide range of businesses across the country, Linakers heritage lies in our ability to design and regulate unique spaces that truly work. Linaker was founded upon three core values: trust, reliability and care. We are not just a service provider, rather an...

Job Description Private Client Solicitor – Southport A highly respected full-service law firm in Southport is seeking a dedicated and ambitious Private Client Solicitor to join its growing team. This is a fantastic opportunity for a NQ to 3 years PQE solicitor who is passionate about private client work and looking to take the next step in their career. The Role:You will manage a varied...

Job DescriptionThis IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.Duties will include: preparing for client...

Job Description WELCOME TO LINAKER For 30 years Linaker has specialised in the creation and maintenance of tailor-made business environments. Having shaped workspaces for a wide range of businesses across the country, Linakers heritage lies in our ability to design and regulate unique spaces that truly work. Linaker was founded upon three core values: trust, reliability and care. We are not...