Chester | £25,000 – £31,000 + Benefits

At Prestige Recruitment Group, we’re partnering with a reputable Financial Planning firm based in Chester, Cheshire, to find a dedicated IFA Administrator. This permanent role is perfect for someone with experience in the financial advice sector, looking to develop their career in a supportive and professional environment.

Responsibilities

• Liaising with and supporting advisers and paraplanners to ensure smooth workflows
• Administering new business applications across investments, pensions, and protection products
• Updating systems, preparing valuations, and organising annual review documentation
• Communicating with clients, providers, and internal teams by phone, email, and post
• Processing new applications, logging cheques and policy documents, and chasing outstanding items
• Assisting with client queries, updating client valuations, and preparing files for meetings

Skills and Experience

• Proven experience as an IFA Administrator or within similar financial services roles
• Knowledge of the financial advice industry and wrap platforms is highly advantageous
• Experience with Xplan and FE Analytics is desirable
• Strong communication, organisational, and time-management skills
• Proficiency in Microsoft Office and good touch-typing skills

Joining this company means working within a close-knit team that values professional development, with benefits including a competitive salary (£25,000 - £31,000).

If you feel this role matches your experience and career goals, we encourage you to apply today.

INDP

Are you a Commercial Property or Conveyancing professional looking to specialise within the pensions sector?

We’re recruiting for a leading financial services firm seeking a SIPP & SSAS Commercial Property Specialist to manage a portfolio of commercial property transactions within pension schemes.

You’ll handle the full lifecycle of commercial property purchases, sales and transfers within SIPP and SSAS schemes, ensuring all activity is accurate, compliant and efficiently delivered.

Working closely with solicitors, lenders, valuers and advisers, you’ll manage complex cases while providing technical support across the team.

Key Responsibilities

• Manage commercial property transactions within SIPP & SSAS schemes
• Liaise with solicitors, lenders, valuers and managing agents
• Review legal documentation and completion paperwork
• Administer rent, VAT and property-related scheme requirements
• Ensure compliance with HMRC pension legislation and scheme rules
• Support complex casework and internal technical queries

About You

• Background in commercial property, conveyancing, SIPP/SSAS or legal property administration
• Strong understanding of commercial property transactions
• Excellent communication and stakeholder management skills
• Highly organised with strong attention to detail

What’s on Offer

• Hybrid working
• Salary £34,000 – £38,000
• Excellent benefits package & Yearly Bonus
• Career progression and development opportunities

If you’re looking to step into or further your career within specialist pension property work, we’d love to hear from you.

INDP

Location: Liverpool. Merseyside
Salary: £26,000 - £32,000 + Benefits

Are you an experienced pensions or financial services administrator looking for your next challenge?

We're recruiting on behalf of a well-established specialist pensions provider in Liverpool who is looking to add a Pension Operations Administrator to their growing team. This is an excellent opportunity to join a respected organisation where you'll play a key role in delivering outstanding service to pension scheme members, financial advisers and investment partners.

The Role

You'll be responsible for managing a varied workload, ensuring cases are processed accurately and within agreed service levels while maintaining excellent customer service and regulatory standards.

Key responsibilities include:

• Processing pensions administration and customer requests via phone, email and correspondence.
• Supporting the onboarding and ongoing review of financial advisers and investment providers.
• Managing adviser changes, invoices and information requests.
• Investigating and resolving customer complaints and handling Data Subject Access Requests.
• Identifying vulnerable customers and escalating cases where appropriate.
• Ensuring all work complies with internal procedures, SLAs, KPIs and regulatory requirements.
• Building positive relationships with customers and external stakeholders.

About You

We're looking for someone who has:

• Previous experience within the pensions industry or financial services.
• Excellent attention to detail and organisational ability.
• Confident communication skills, both written and verbal.
• Good working knowledge of Microsoft Office.
• The ability to prioritise workloads in a fast-paced environment.
• A proactive approach with strong problem-solving skills.

What's on Offer?

• Salary of £26,000 - £32,000 depending on experience.
• A supportive and collaborative working environment.
• Genuine opportunities for career development within the pensions sector.
• Comprehensive benefits package.
• Liverpool-based office with a well-established and growing business.

If you're looking to build a long-term career within pensions and financial services, we'd love to hear from you. Apply today for a confidential discussion.

INDP

Seeking a highly organised and proactive French Speaking Research & Client Support Executive to join our growing team. This is an excellent opportunity for someone with experience in research, information gathering, event coordination, conference management, hotel bookings, travel arrangements, or customer engagement.

The successful candidate will be fluent in both written and spoken French and enjoy building relationships, gathering information, and supporting business development activities.

Key Responsibilities

• Conduct detailed research and gather information from a variety of sources, including hotels, venues, suppliers, and industry contacts.
• Liaise confidently with French-speaking contacts via telephone, email, and video calls.
• Maintain and update databases with accurate information and research findings.
• Follow up on leads generated by clients and Account Managers.
• Manage and nurture an existing pool of customers and contacts.
• Chase outstanding information, responses, and opportunities to support business objectives.
• Build strong relationships with clients and prospects to maximise engagement.
• Assist with event, conference, accommodation, and travel-related research when required.
• Prepare reports and provide research findings to internal teams.

The Ideal Candidate:

• Fluent French language skills – both written and verbal are essential.
• Previous experience within a conference organiser, events company, hotel reservations, travel bookings, market research, customer service, or similar environment.
• Strong telephone manner and confidence communicating with stakeholders at all levels.
• Excellent research and investigative skills with strong attention to detail.
• Ability to manage multiple projects and deadlines simultaneously.
• Proficient in Microsoft Office and CRM/database systems.
• Self-motivated, organised, and capable of working independently.

Desirable

• Experience generating or following up on sales leads.
• Background in client services, account support, events, hospitality, or business development.
• Experience working within an international or multilingual environment.

Monday – Friday 8.30-5pm – Office Based

Salary £27,000-£30,000

Excellent benefits

If you are fluent in French, enjoy research and relationship-building, and have experience gathering information within conferences, events, hospitality, or similar sectors, we would love to hear from you.

INDF

Looking for a Sales Order Coordinator, Internal Sales Executive, Sales Administrator, or Sales Order Processor who is looking for their next challenge within the electrical wholesale sector. Must have experience working in wholesale and electrical. 

Seeking a driven and commercially focused Sales Coordinator to join a growing team. Working closely with our Business Development Managers, you will play a key role in driving branch sales growth, managing customer relationships, and converting opportunities into profitable business.

This is an excellent opportunity for someone who thrives in a fast-paced sales environment, enjoys building customer relationships, and is motivated by achieving KPIs and sales targets.

Key Responsibilities

• Speak with customers daily, providing product advice, quotations, and excellent customer service
• Process sales quotations, sales orders, and purchase orders accurately and efficiently
• Manage and develop relationships with assigned customer accounts
• Proactively follow up on quotations to maximise conversion rates and secure new business
• Work closely with Business Development Managers to identify and develop sales opportunities across the branch
• Expedite customer and supplier orders, resolving any issues relating to returns or non-conforming products
• Maintain accurate and up-to-date CRM records
• Support the wider sales team with administrative and sales coordination activities
• Participate in continuous improvement initiatives to enhance customer experience and operational efficiency
• Consistently deliver outstanding customer service aligned with company values

The Ideal Candidate

• Proven experience supporting and driving sales growth

• Strong customer relationship management skills
• Must have experience in wholesale and electrical
• Excellent communication and organisational abilities
• Experience preparing and following up on quotations
• Strong attention to detail and accuracy when processing orders
• Comfortable working towards KPIs, sales targets, and branch growth objectives
• Ability to manage multiple priorities in a busy sales environment
• Good IT skills and experience using CRM systems
• Growing customer accounts and increasing sales revenue
• Winning new business or securing key contracts
• Improving quotation conversion rates
• Exceeding sales KPIs and performance targets

Monday – Friday – Office Based

Salary up to  £30,000-£32,000 depending on experience 

Excellent benefits package

If you are a proactive sales professional who enjoys building customer relationships, converting opportunities into sales, and contributing to business growth, we'd love to hear from you.

INDF

• Act as the first point of contact for both internal and external customers
• Accurately inputting and processing customer orders
• Checking stock availability and updating customers
• Updating customers regarding orders and deliveries
• Dealing with related queries and resolving issues

Skills required

• Office experience, able to prioritise in a busy environment
• Used to handling high volume incoming calls  
• Confident and decisive manner

INDF

Looking for a Customer Sales Administrator to join a busy and supportive team. This role would suit someone with previous experience in sales administration, customer service, or sales order processing who enjoys managing customer relationships and ensuring orders are delivered efficiently from enquiry through to completion.

As the key point of contact for customers, you will play an important role in processing orders, coordinating with suppliers, monitoring lead times, and ensuring customers receive an excellent level of service throughout the sales process.

Key Responsibilities:

• Processing customer orders accurately and efficiently while managing the order book.
• Liaising with suppliers to confirm stock availability and delivery lead times.
• Providing customers with order updates and confirming delivery schedules.
• Arranging deliveries and coordinating logistics to meet customer requirements.
• Checking order specifications, pricing, and monitoring delivery performance.
• Uploading purchase order numbers, invoices, and relevant documentation onto internal systems.
• Chasing outstanding invoices and payments where required.
• Preparing and issuing quotations in collaboration with the Account Manager.
• Tracking sales performance against budget targets.
• Assisting with sales budgets and forecasts when required.
• Following up on actions from annual contracts, account reviews, and customer visits.
• Managing sample requests and checking stock availability.
• Handling customer complaints and ensuring timely resolution.
• Providing customers with technical information, certifications, and product documentation.
• Building strong relationships with customers and maintaining excellent levels of customer service.

The Ideal Candidate:

• Previous experience in an Internal Sales, Sales Administrator, Sales Order Processing, Customer Service, or similar commercial role.
• Strong order processing and administration skills with excellent attention to detail.
• Experience liaising with suppliers, managing lead times, and coordinating deliveries.
• Confident communication skills with the ability to build strong customer relationships.
• Good commercial awareness and problem-solving abilities.
• Experience working with ERP, CRM, or order management systems.
• Strong organisational skills with the ability to manage multiple priorities.
• A proactive and team-oriented approach.

Monday – Friday 8.30-5pm

Early finish on Fridays

Salary £30,000

Excellent benefits package

If you have experience in internal sales, sales support, or sales administration and enjoy working in a fast-paced customer-focused environment, we would love to hear from you.

INDF

Are you an organised and customer-focused sales professional looking for your next challenge? Looking for an Internal Sales Executive to join a busy and supportive team. This role would suit someone with previous experience in internal sales, sales administration, customer service, or sales order processing who enjoys managing customer relationships and ensuring orders are delivered efficiently from enquiry through to completion.

As the key point of contact for customers, you will play an important role in processing orders, coordinating with suppliers, monitoring lead times, and ensuring customers receive an excellent level of service throughout the sales process.

Key Responsibilities:

• Processing customer orders accurately and efficiently while managing the order book.
• Liaising with suppliers to confirm stock availability and delivery lead times.
• Providing customers with order updates and confirming delivery schedules.
• Arranging deliveries and coordinating logistics to meet customer requirements.
• Checking order specifications, pricing, and monitoring delivery performance.
• Uploading purchase order numbers, invoices, and relevant documentation onto internal systems.
• Chasing outstanding invoices and payments where required.
• Preparing and issuing quotations in collaboration with the Account Manager.
• Tracking sales performance against budget targets.
• Assisting with sales budgets and forecasts when required.
• Following up on actions from annual contracts, account reviews, and customer visits.
• Managing sample requests and checking stock availability.
• Handling customer complaints and ensuring timely resolution.
• Providing customers with technical information, certifications, and product documentation.
• Building strong relationships with customers and maintaining excellent levels of customer service.

The Ideal Candidate:

• Previous experience in an Internal Sales, Sales Administrator, Sales Order Processing, Customer Service, or similar commercial role.
• Strong order processing and administration skills with excellent attention to detail.
• Experience liaising with suppliers, managing lead times, and coordinating deliveries.
• Confident communication skills with the ability to build strong customer relationships.
• Good commercial awareness and problem-solving abilities.
• Experience working with ERP, CRM, or order management systems.
• Strong organisational skills with the ability to manage multiple priorities.
• A proactive and team-oriented approach.

Monday – Friday 8.30-5pm

Early finish on Fridays

Salary £30,000

Excellent benefits package

If you have experience in internal sales, sales support, or sales administration and enjoy working in a fast-paced customer-focused environment, we would love to hear from you.

INDF

Liverpool, Merseyside £40,000 - £45,000, Hybrid Working

* Please do not apply for this Paraplanner role if you do not have Paraplanning experience as you will not be considered for this. 

We are recruiting for an experienced Paraplanner to join a growing and highly regarded financial planning firm based in Liverpool.

This is an excellent opportunity for a technically strong paraplanner who enjoys analysing complex financial planning cases, conducting detailed research, and producing high-quality suitability reports. Working closely with Financial Planners, you will play a key role in delivering tailored advice across pensions, investments, protection, and tax planning.

Key Responsibilities

• Research and analyse client financial planning requirements.
• Produce suitability reports and recommendation documents.
• Conduct technical research across pensions, investments, protection, and tax planning.
• Prepare cashflow modelling and investment comparisons.
• Support advisers throughout the advice process.
• Ensure all recommendations meet regulatory and compliance standards.

Requirements

• You must have previous paraplanning experience within an IFA or Financial Planning firm.
• Diploma Level 4 qualified or nearly completed.
• Strong technical knowledge of pensions, investments, and financial planning.
• Excellent report writing and analytical skills.

Benefits

• Salary £40,000 - £45,000 depending on experience.
• Hybrid working.
• Supportive and collaborative working environment.
• Opportunity to work on complex and rewarding financial planning cases.

If you are a technically focused paraplanner looking to further develop your career with a respected financial planning firm, we'd love to hear from you.

INDP

Ormskirk, Lancashire
Salary: £25,000 - £28,000

An established and growing financial planning firm is looking to recruit an experienced Financial Services Administrator to join their supportive team in Ormskirk. This is an excellent opportunity for someone with financial services administration experience who is looking to develop their career within a professional and client-focused environment.

The Role

You will provide administrative support to Financial Advisers and Paraplanners, helping to ensure a smooth and efficient client journey from start to finish.

Key responsibilities include:

• Preparing and processing new business applications
• Managing client records and maintaining CRM systems
• Liaising with providers, clients, and advisers
• Supporting with pensions, investments, and protection administration
• Preparing documentation for client meetings and reviews
• Chasing outstanding information and monitoring workflows

About You

• Previous experience within an IFA / Wealth Management environment
• Strong organisational and communication skills
• High attention to detail and ability to manage workloads effectively
• Experience using financial services back-office systems desirable
• Positive, professional, and team-focused approach

If you have experience working within an IFA / Wealth Management environment and looking for your next opportunity please apply now to be considered.

INDP

Chester, Salary £30,000 – £33,000 + Bonus | Hybrid Working

Hiring a Financial Services Administration Team Leader for a growing wealth management / financial planning firm. Ideal for someone with experience in financial services, pensions, investments, and team leadership looking to step up.

Key Responsibilities

• Lead and develop a team of Wealth Management Administrators
• Manage workloads and ensure SLA delivery
• Oversee pensions, investments, and client administration
• Ensure compliance with FCA regulations (file checks, QA)
• Improve processes and report on KPIs
• Liaise with providers and resolve complex queries

Requirements

• 2+ years in Wealth Management / Financial Planning / Financial Services
• Team leadership or supervisory experience
• Knowledge of pensions, investments, and FCA compliance
• Strong attention to detail and organisation

Desirable: Xplan or similar systems

Apply

Apply now if you have experience in wealth management, financial services, pensions, investments, and team leadership.

INDP