Liverpool, Merseyside | Office Based
£27,000 - £30,000

Are you an experienced Motor Insurance Account Handler looking for your next opportunity?

A growing insurance business in Liverpool is looking to strengthen its commercial team with an experienced insurance professional who has a strong background in Motor, Fleet or Multi-Vehicle insurance.

You’ll be responsible for supporting an established portfolio of clients, building strong relationships and ensuring their insurance requirements are handled efficiently from day-to-day servicing through to renewals.

The Role

• Manage a portfolio of motor, fleet and multi-vehicle clients
• Handle day-to-day client queries and policy administration
• Process mid-term adjustments, renewals and policy changes
• Liaise with clients, insurers and underwriters
• Obtain and process quotations where required
• Maintain accurate client and policy records
• Build strong, long-term relationships with clients and insurers
• Identify opportunities to cross-sell additional insurance products
• Provide a high level of service throughout the client journey

About You

We’re looking for someone with solid motor insurance experience who understands the needs of clients and is confident dealing with insurers and underwriters.

Ideally, you’ll have:

• 2+ years’ insurance experience
• Strong Motor Insurance experience – this is essential
• Commercial Motor, Fleet or Multi-Vehicle experience would be particularly beneficial
• Personal Lines Motor experience will also be considered if you have strong technical motor knowledge
• Excellent communication and relationship-building skills
• Strong attention to detail and organisation
• A proactive, client-focused approach

Strong motor insurance experience is essential for this position. If you have a genuine background in Motor, Fleet or Multi-Vehicle insurance and are looking for your next career move, we’d be keen to hear from you.

INDP

Flintshire, North Wales | £25,000 - £32,000 + Benefits

A growing and well-established Financial Planning firm in Flintshire is looking to appoint an experienced Financial Planning Administrator to join its expanding team.

This is an excellent opportunity for someone with IFA, Wealth Management or Financial Planning administration experience who wants to be part of a professional business where they can develop their career and play an important role in supporting Advisers and Paraplanners.

The Role

You’ll be joining an established team and taking responsibility for a varied range of client and financial planning administration, including:

• Supporting Financial Advisers and Paraplanners with their client banks
• Processing new business and working with providers and platforms
• Preparing documentation and information for client reviews
• Maintaining accurate client records and back-office systems
• Liaising with providers, clients and third parties
• Supporting the smooth progression of new and existing business
• Ensuring all administration is completed accurately and in line with regulatory requirements

About You

We’re looking for someone who already understands the IFA/Financial Planning environment and can hit the ground running.

Ideally, you’ll have:

• Previous experience within IFA, Wealth Management or Financial Planning administration
• A good understanding of the financial planning process
• Strong knowledge of pensions, investments and/or protection administration
• Excellent attention to detail and organisational skills
• Confident communication skills and a professional approach
• The ability to manage your own workload and work closely with Advisers and Paraplanners

What’s on Offer?

• £25,000 - £32,000 salary, depending on experience
• Excellent benefits package
• Professional and supportive working environment
• Ongoing training and development
• Genuine opportunity to progress your career within a growing financial planning business

If you’re an experienced Financial Planning Administrator looking for a role where your experience is valued and you can continue to develop, this could be an excellent next step.

INDP

Lancashire | £25,000 - £30,000 + Benefits (Would consider part-time working hours)

Are you an experienced Financial Services Administrator looking to join a highly regarded Lancashire based financial planning firm where your expertise is genuinely valued?

Would consider part time working hours.

We're working with a well-established and growing wealth management business in Lancashire that prides itself on delivering high-quality financial planning and exceptional client service. Due to continued growth, they are looking to add an experienced Financial Services Administrator to their friendly and professional team.

This is an excellent opportunity to join a firm that invests in its people, offers exposure to complex financial planning cases, and provides genuine opportunities for long-term career development.

The Role

Working closely with Financial Advisers and Paraplanners, you'll play a key role in supporting the delivery of holistic financial planning advice to a loyal and established client base.

Responsibilities include:

• Supporting Advisers and Paraplanners throughout the client journey
• Processing new business across pensions, investments, ISAs and protection
• Managing Letters of Authority and obtaining policy information
• Preparing client review packs and documentation
• Liaising with clients, providers, and platforms
• Maintaining accurate client records and compliance documentation
• Assisting with income reconciliation and general practice administration

About You

• Please only apply for this role if you have a minimum of 1 year's experience within a Financial Planning, Wealth Management, or IFA environment. Applicants without this experience will not be considered.
• Strong knowledge of pensions, investments, ISAs and protection products.

What's on Offer?

• Join a respected and growing financial planning firm
• Supportive and collaborative team environment
• Exposure to high-quality financial planning work
• Ongoing training and professional development
• Clear long-term career progression opportunities
• Competitive salary and benefits package

If you're an experienced Financial Services Administrator seeking a role where you can develop your career within a professional and forward-thinking financial planning business, we'd love to hear from you. If you have the relevant financial planning administration experience and are looking for part-time, please apply.

INDP

Looking for a highly organised and customer-focused Order Processor to join a busy office team. This is a fast-paced role where you will be responsible for processing customer orders efficiently, providing excellent customer service, and ensuring customers are kept informed throughout the order journey.

The successful candidate will play a key role in maintaining strong customer relationships by providing accurate information, resolving queries, and delivering a professional and positive experience at every stage.

Key Responsibilities

• Processing customer orders accurately and efficiently.
• Keeping customers updated on lead times, delivery schedules, and order progress.
• Handling administration related to customer orders and accounts.
• Conducting stock checks and providing availability information.
• Managing and resolving customer account queries.
• Logging customer complaints and ensuring they are dealt with appropriately.
• Responding to customer enquiries via email and telephone.
• Providing exceptional customer service and maintaining strong customer relationships.
• Liaising with internal departments to ensure smooth order fulfilment.
• Maintaining accurate records and updating internal systems.

The Ideal Candidate

• Has previous experience in customer service and order processing.
• Possesses excellent attention to detail and accuracy.
• Can effectively manage multiple tasks and priorities during busy periods.
• Has strong communication skills, both written and verbal.
• Handles customers professionally, courteously, and confidently.
• Demonstrates a proactive attitude and is willing to go above and beyond to support customers and colleagues.
• Is organised, dependable, and able to work well under pressure.
• Has good IT skills and experience using office systems.

Monday – Friday – Office based

Benefits package – Plus bonus

If you thrive in a fast-paced environment, enjoy helping customers, and take pride in delivering excellent service, we'd 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

Merseyside

Salary: £40,000 - £45,000

An established and growing Independent Financial Adviser (IFA) practice on the Merseyside is looking for an experienced Paraplanner to join its team.

This is a great opportunity for a Diploma-qualified or nearly qualified Paraplanner who enjoys the technical side of financial planning and wants to develop their career within a professional, supportive environment.

The Role

Working closely with Financial Advisers, you'll play an important role in delivering high-quality financial planning advice to clients.

You'll be involved in:

• Preparing detailed suitability reports
• Carrying out pension and investment research
• Providing technical support to Financial Advisers
• Researching and supporting client recommendations
• Ensuring reports and client files are accurate and compliant
• Helping improve paraplanning processes and ways of working

We're looking for someone with:

• Previous Paraplanning experience within an IFA or wealth management environment
• Strong technical knowledge across pensions and investments
• DipPFS qualified or working towards completion
• Excellent written and analytical skills
• A strong eye for detail and a commitment to producing quality work

What's on Offer?

• £40,000 - £45,000 depending on experience
• Genuine career development opportunities
• Supportive and established team
• Opportunity to work within a growing IFA practice

If you're an experienced Paraplanner looking for your next opportunity in Merseyside, I'd be keen to hear from you. Get in touch for a confidential conversation.

INDP

Wirral, Merseyside | £30,000 - £38,000 | Hybrid

A well-established insurance brokerage based on the Wirral is looking for an experienced Commercial Account Handler to join its growing team.

This is a great opportunity for someone with 2–3+ years’ commercial insurance broking experience who enjoys managing client relationships, renewals and mid-term adjustments across a varied commercial client base.

The Role

• You’ll manage an existing portfolio of commercial clients, providing a high level of service while supporting renewals and new business opportunities.

Key responsibilities include:

• Managing renewals, MTAs and day-to-day client enquiries
• Handling commercial products including Property, Liability, Professional Indemnity, Contract Works and Motor Trade
• Obtaining, negotiating and presenting quotations from insurers
• Preparing accurate risk presentations and ensuring appropriate cover is in place
• Reviewing clients’ insurance needs and identifying additional cover requirements
• Supporting new business enquiries and quotations
• Liaising with clients and insurers to ensure policies are placed and serviced accurately
• Maintaining accurate records and complying with FCA and regulatory requirements
• Building strong, long-term relationships with clients and insurers

We’re looking for someone with:

• 2–3+ years’ commercial lines insurance broking experience
• Good knowledge of commercial insurance products and policy wordings
• Strong communication, negotiation and organisational skills
• Excellent attention to detail and a client-focused approach
• Experience with Acturis would be advantageous
• Cert CII preferred, or a willingness to work towards it – study support available

The Opportunity

• £30,000 - £38,000 depending on experience, with hybrid working in the Wirral office.

If you're an experienced Commercial Account Handler looking for a role where you can take ownership of your clients and continue developing your career, we'd be keen to hear from you.

INDP

Location: Liverpool, Merseyside
Salary: £26,000 plus and 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.

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, plus 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.

INDF