Liverpool (Office-Based)

Permanent, Competitive Salary + Benefits

We’re working with a growing financial services firm seeking an experienced Operations Process Analyst to join their Liverpool-based Investment Operations team.

The Role:

You’ll support regulatory and client reporting, ensure strong operational controls, and drive process improvements. Acting as a key point of contact for complex queries, you’ll also provide regulatory guidance and help enhance efficiency and reduce risk across the function.

Key Responsibilities

• Produce and review regulatory and management reporting
• Coordinate client and tax reporting
• Provide expertise on FCA and HMRC regulations (ISAs & pensions)
• Resolve complex operational queries
• Deliver training and maintain process documentation
• Identify and implement process improvements
• Conduct quality assurance reviews, including third-party oversight

About You

• Financial services operations experience
• Strong knowledge of FCA CASS/COBS and HMRC rules
• Advanced Excel and data analysis skills
• Excellent communication and attention to detail
• Proactive with the ability to manage deadlines and drive initiatives
• Ideally have CISI Investment Operations Certificate (IOC) or equivalent (preferred)

Apply now to take the next step in your operations career.

Seeking a highly organised and proactive Buyer to join a friendly team. This is a key role responsible for sourcing and purchasing materials, managing supplier relationships, and ensuring projects are delivered efficiently and within budget. Due to growth within the company, the role of a Buyer will play a pivotal part in the business.

Key Responsibilities

• Purchasing a range of materials including fixings, insulation, tiles, membranes, and slates
• Processing purchase orders through the ERP system accurately and efficiently
• Producing reports and analysing data using Excel
• Maintaining clear and accurate documentation, ensuring full audit trails and referencing
• Managing inventory, including tracking returned stock from site and coordinating storage for future use
• General administrative duties, keeping everything logged.
• Responding quickly to urgent and last-minute purchasing requirements
• Monitoring spend against budget and proactively highlighting any potential issues
• Coordinating the on-hire and off-hire of plant equipment with suppliers

Skills & Experience

• Previous experience in a buying or procurement role (construction industry experience desirable)
• Strong understanding of ERP systems and purchasing processes
• Advanced Excel skills with the ability to generate reports
• Excellent communication and negotiation skills
• Highly detail-oriented with strong organisational skills
• Good understanding of inventory management and warehousing processes
• Ability to work under pressure and manage competing priorities

Monday – Friday – Office Based 8.30-5 pm

Salary £37,000-£40,000

Excellent benefits package

If you have the skills required, then please apply with your CV! Keen to talk to Buyers!

INDFRAN

Salary: Depending on experience

We are currently recruiting for an experienced Pension Administrator to join a well-established and growing organisation based in Liverpool City Centre. This is a fantastic opportunity for a detail-oriented individual with strong pensions knowledge to play a key role in delivering high-quality client service.

The Role:
You will be responsible for the day-to-day administration of pension schemes, ensuring accuracy, compliance, and excellent service delivery. This includes processing new business, managing pension transfers, handling client queries, and supporting payroll and retirement benefit activities.

Key Responsibilities:

• Administer pension schemes and maintain accurate records
• Process new business, transfers, and investment instructions
• Manage pension payroll and retirement/death benefits
• Handle client, adviser, and third-party queries
• Ensure compliance with FCA and regulatory requirements
• Support reporting, risk identification, and complaint handling

About You:

• Experience in pension administration
• Strong attention to detail and organisation
• Good communication skills
• Knowledge of pensions regulations preferred

What’s on Offer:

• Office-based role in a central Liverpool location
• Supportive and professional working environment
• Opportunity to develop and grow within a reputable organisation

If you’re looking to take the next step in your pensions career, we’d love to hear from you.

Liverpool, Merseyside

Office based role.

Employed Salary: Very competitive (Dependant on Experience) + Benefits package

We are recruiting for an experienced Paraplanner join a well-established financial planning firm. This role combines advanced paraplanning with the delivery of regulated advice on complex estate planning cases, particularly involving Inheritance Tax (IHT), trusts and offshore investment bonds.

You will support Strategic Planners across the business, providing high-level technical expertise, drafting detailed suitability reports and delivering specialist advice where required. The role will also involve mentoring colleagues and ensuring complex cases meet FCA regulatory and Consumer Duty standards.

Key Responsibilities:

• Conduct complex research into IHT planning, trusts and investment bonds
• Prepare high-quality suitability reports for complex planning scenarios
• Use cashflow modelling tools to support client recommendation
• Provide technical oversight and compliance support for complex cases
• Mentor and support advisers and paraplanners on technical planning areas

Requirements:

• Strong experience in estate planning, IHT mitigation and trusts
• Knowledge of investment bond taxation (including segmentation, assignment and top-slicing)
• Ability to translate technical planning into clear client recommendations
• Experience using Intelligent Office, Iress, CashCalc or similar systems

Qualifications:

• Level 4 Diploma in Regulated Financial Planning (essential)
• Valid SPS or ability to obtain quickly
• AF1 (Tax & Trusts) preferred
• STEP qualification advantageous

This is an excellent opportunity for a highly technical paraplanner looking to take on a broader advisory role within a supportive and growing financial planning business.

Location: Liverpool, Merseyside
Salary: £26,000 - £32,000 + Annual Bonus

Are you an experienced pensions professional with a passion for detail and problem-solving? We are looking for multiple Pensions Administrators to join a growing team, supporting the delivery of high-quality pension services to trustees, employers, and scheme members.

About the Role

As a Pensions Administrator, you will be a key point of expertise within the administration team, focusing on technical guidance, complex casework, and process improvement. You will ensure compliance with pensions legislation and scheme rules, while helping colleagues deliver accurate and timely administration.

Your responsibilities will include:

• Handling complex pension calculations and member queries.
• Providing technical support to administrators and senior colleagues.
• Interpreting scheme rules, legislation, and regulatory guidance.
• Supporting scheme projects.
• Identifying and implementing process improvements to drive efficiency and accuracy.
• Liaising with actuaries, consultants, legal advisers, and trustees.

About You

We’re looking for someone with:

• Previous pensions administration experience, ideally with exposure to Defined Benefit (DB), Defined Contribution (DC), SIPP or SSAS schemes.
• Strong knowledge of UK pensions legislation, HMRC requirements, and scheme governance.
• Excellent numerical and analytical skills with strong attention to detail.
• Confidence in interpreting complex rules and communicating them clearly.
• Progress towards a professional qualification (e.g. PMI) is desirable, but not essential.
• A proactive and collaborative approach to problem-solving.

In return:

• Competitive salary and benefits package.
• Opportunities for professional development and study support.
• A supportive and collaborative team culture.

Play a vital role in shaping the future of pensions administration while developing your career in a supportive, expert-led environment.

Please click to apply.

Chorley, Lancashire (4 days office-based, 1 day WFH)

£40,000 Basic Salary + Bonus

Are you a Level 4 Diploma-qualified compliance professional looking to join a respected and growing financial planning firm?

Our client, a highly regarded and client-focused financial services business, is seeking a Compliance Officer – IFA (File Review) to join their expanding Compliance team. This is a fantastic opportunity to take on a varied role that combines hands-on file reviews with broader compliance responsibilities in a firm where your contribution will genuinely make an impact.

Key Responsibilities:

• Conduct pre- and post-sale file reviews across pensions, investments, and protection business
• Ensure advice meets FCA requirements and internal quality standards
• Produce clear, constructive feedback reports for advisers and track remedial actions
• Support the Head of Compliance with risk management activities, including policy updates and regulatory audits
• Assist with Management Information (MI) reporting
• Maintain Training & Competence (T&C) records, including CAS reviews and competency assessments
• Contribute to compliance training initiatives and process improvements

To be considered, you will have:

• Level 4 Diploma in Financial Planning (or equivalent) – essential
• Proven experience in compliance, file review, or QA within financial services
• Strong technical knowledge of pensions and investment advice
• Solid understanding of FCA regulations and financial advice standards
• Excellent analytical skills and exceptional attention to detail
• The confidence to deliver clear, constructive feedback to advisers

What’s on Offer

• Discretionary bonus scheme
• 1 day per week working from home
• Opportunity to join a well-respected and growing wealth management firm
• A culture focused on quality advice, client care, and professional development
• This is an excellent opportunity for a compliance professional who wants to play a meaningful role in maintaining high advice standards while developing their career within a supportive and ambitious organisation.

For more information or to apply, please get in touch today.

Liverpool, Merseyside

Salary: £28,000 - £33,000

Office based

The Opportunity

We’re partnering with a leading financial services organisation. You’ll manage a portfolio of clients, delivering high-quality advisory services while driving growth and client engagement.

Key Responsibilities

• Manage and develop corporate client relationships
• Deliver strategies, seminars, and advisory services
• Identify growth opportunities across existing accounts
• Analyse performance data and produce forecasts
• Lead client review meetings and provide tailored solutions
• Support and mentor the support team.
• Oversee projects
• Maintain accurate CRM records

About You

• Proven account management experience (B2B)
• Strong client relationship and communication skills
• Experience delivering projects end-to-end
• Commercially driven and target-focused
• Highly organised with strong attention to detail
• CRM experience (e.g. Salesforce, Dynamics) preferred

Apply Now

If you’re an experienced Account Manager looking for your next role in Liverpool, apply today or contact for more information.

Seeking a detail-oriented and highly organised Pension Payroll Administrator to join a growing team. This role is critical in delivering accurate and timely pension payroll services, ensuring all member payments are processed in line with regulatory requirements, scheme rules, and internal service standards.

You will support the end-to-end payroll function across SIPP, SSAS and/or occupational pension schemes, with a strong focus on compliance, accuracy, and delivering positive member outcomes.

Duties:

• Payroll Processing
• Process regular and ad-hoc pension payrolls (monthly, quarterly, annual)
• Calculate and process pension income payments, PAYE tax deductions, lump sums, drawdown payments, and death benefits
• Ensure all payments are authorised and released within agreed service levels
• Tax & Compliance
• Apply PAYE tax codes in line with HMRC requirements
• Submit Real Time Information (RTI) reports accurately and on time
• Process P45s, P60s, and year-end reconciliations
• Ensure compliance with pension legislation and internal controls
• Member & Adviser Support
• Respond to queries from members, IFAs, and third parties
• Provide clear explanations of payroll, tax, and payment calculations
• Support vulnerable customers in line with Consumer Duty expectations
• Perform payroll reconciliations between systems and bank accounts
• Investigate and resolve discrepancies efficiently
• Update tax codes, bank details, and payment instructions

The Ideal Candidate:

• Strong understanding of PAYE and pension taxation
• Knowledge of RTI submissions and HMRC requirements
• High level of accuracy and attention to detail
• Ability to manage multiple payroll cycles and deadlines
• Experience with pension administration platforms
• Understanding of drawdown and complex benefit payments
• Experience within a regulated financial services environment
• Previous pension payroll administration experience

Monday – Friday 9am – 5pm – Office based , no hybrid

Salary £26,000-£32,000

Excellent benefits package

If you have the skills required for the role, then please apply with your CV!

INDFRAN

We are seeking a highly organised and proactive Project Coordinator to oversee and facilitate the successful delivery of various projects. The ideal candidate will possess strong leadership and communication skills, with experience in managing project requirements. This role offers an exciting opportunity to contribute to diverse initiatives, ensuring they meet scope, schedule, and budget objectives while maintaining high standards of quality.

Duties

• Coordinate project activities across multiple teams, ensuring timely completion of deliverables in line with organisational goals.
• Gather and document project requirements by liaising with stakeholders to understand their needs and expectations.
• Monitor project progress using various project management software
• Conduct root cause analysis to identify potential risks or issues early, implementing corrective actions to mitigate impact on project timelines.
• Manage resources efficiently, including supervising team members and allocating tasks appropriately to optimise productivity.
• Control project costs by tracking budgets, analysing variances, and implementing cost-saving measures where necessary.
• Lead meetings with stakeholders to review progress, address concerns, and ensure alignment with project objectives.

Skills

• Proven project coordination experience
• Excellent organisational skills with the ability to manage multiple projects simultaneously under tight deadlines.
• Strong communication skills for effective stakeholder engagement and presentation delivery.
• Ability to manage time effectively while maintaining attention to detail across all aspects of project coordination.

This position offers an engaging environment for professionals eager to develop their career within a dynamic organisation committed to excellence in project delivery through innovative practices and collaborative teamwork.

INDHAN