We're looking for a proactive, adaptable Finance & Customer Service Assistant to join a growing team. This varied role splits 50/50 between finance and customer service, offering an excellent opportunity for someone who enjoys working across multiple areas of a business and wants to develop their career in a supportive, evolving environment.

As the business continues to grow and refine its processes, the company are seeking someone confident, flexible, and able to adapt to change. The ideal candidate will bring transferable skills from a similar role and be eager to take on new challenges as the position develops.

Key Responsibilities

• Finance Duties
• Credit control and management of customer accounts.
• Responding to finance-related queries from customers and colleagues.
• Purchasing stock and maintaining supplier relationships.
• Bank reconciliations.
• Preparing and processing supplier payment runs.
• Assisting with month-end processes and reporting.
• Supporting the wider finance function with day-to-day activities.
• Customer Service Duties
• Liaising with customers regarding their orders and enquiries.
• Processing customer orders accurately and efficiently.
• Raising and sending customer invoices.
• Coordinating with the warehouse team to ensure smooth order fulfilment.
• Monitoring stock levels and communicating availability to customers.
• Providing excellent customer service and building strong customer relationships.

The Ideal Candidate:

• Has previous experience in a finance, accounts, customer service, or administrative role.
• Possesses strong communication and organisational skills.
• Is confident dealing with customers, suppliers, and internal stakeholders.
• Can manage multiple priorities and work accurately under pressure.
• Is adaptable and comfortable working in a business that is evolving and improving its processes.
• Has a positive attitude and a willingness to learn and grow with the role.
• Demonstrates strong attention to detail and problem-solving abilities.
• Has experience with finance systems and Microsoft Office applications, particularly Excel (desirable).

Monday – Friday

Salary £27,000- £30,000

Hybrid working pattern: 2 days working from home and 3 days in the office.

If you are looking for a dynamic role where no two days are the same and you can make a real impact across both finance and customer service, we would love to hear from you.

INDF

Salary: £25,000 – £30,000 + Hybrid Working & Benefits

The Opportunity

A fantastic opportunity has arisen for a Financial Services Income Administrator to join a fast-growing IFA group based in Wilmslow.

You will play a key role in ensuring income is accurately recorded, reconciled and received across the business.

Key Responsibilities

• Process and scan provider statements and correspondence.
• Chase providers for outstanding statements and payments.
• Raise invoices and monitor payments.
• Review bank receipts and reconcile income.
• Maintain accurate income data on Intelliflo Office.
• Investigate discrepancies and resolve income queries.
• Liaise with financial advisers, administrators and providers.
• Support process improvements and the development of scalable income processes.

About You

We're looking for someone with:

• Previous experience in finance, accounts, IFA administration or wealth management.
• Strong attention to detail and accuracy.
• Good Excel and data-handling skills.
• Experience with high-volume administration and working to deadlines.
• Strong communication and problem-solving skills.
• A methodical, organised and proactive approach.
• Experience with Intelliflo Office or a similar back-office system would be advantageous.

What's on Offer?

• £25,000 – £30,000 salary.
• Hybrid working.
• Benefits package.
• Opportunity to join a rapidly expanding wealth management business at an exciting stage of its growth.

Apply now for more information.

INDP

St Helens, Merseyside

Salary: £26,000 - £30,000

We’re recruiting for an independent financial planning firm in St Helens that is looking for an experienced Financial Services Administrator to join its growing team.

This is an excellent opportunity for someone looking to build a long-term career within financial services.

An excellent opportunity for someone looking to develop their financial services career, with full CII study support and the opportunity to progress into Paraplanning.

Your responsibilities will include:

• Managing and tracking new business cases
• Chasing providers and platforms and escalating delays
• Submitting applications across pensions, investments, bonds and protection
• Processing pension and investment transfers
• Producing illustrations, quotations and comparisons for advisers
• Working closely with advisers and the wider team to keep cases moving

About You

• Must have Financial services administration experience
• Good understanding of FCA regulations
• Experience managing a new business pipeline or similar case-tracking process
• Ideally worked on Intelligent Office (IO) experience
• Excellent organisation and attention to detail
• A proactive approach to chasing outstanding work
• The ability to prioritise competing deadlines
• An interest in progressing through CII qualifications

If you’re looking for a role where you can develop your financial services career and progress towards paraplanning, this could be an excellent opportunity.

INDP

Location: Flintshire
Salary: £25,000 - £32,000 + Benefits

We're recruiting for a Wealth Management Administrator to join a growing financial planning firm in North Wales. This is a fantastic opportunity for an organised wealth management administrator looking to develop their career within financial services.

The Role

You'll support Financial Advisers and Paraplanners by processing new business, maintaining client records, liaising with providers, and preparing documentation for client reviews while delivering an excellent client experience.

Key Responsibilities

• Process new business applications and provider requests
• Maintain accurate client records and back-office systems
• Submitting applications
• Liaise with product providers on paperwork
• Prepare documentation for annual client reviews
• Support advisers with day-to-day administration
• Ensure all work is completed accurately and in line with compliance requirements

About You

• Previous financial services administration experience within wealth management is essential.
• Strong organisational skills and attention to detail
• Excellent communication and customer service skills

What's on Offer

• £25,000 - £32,000 salary
• Excellent benefits package
• Career progression and ongoing training
• Supportive and collaborative team environment

Apply today to join a respected financial planning business where your skills will be valued and your career can grow.

INDP

Salary: £40,000 - £45,000
Location: Liverpool, Merseyside
Hybrid Working

A unique opportunity for a Paraplanner or Financial Planning professional looking to take their career in a different direction.

We’re working with a growing financial services business that is looking for an experienced Financial Planning Content Specialist to combine their technical financial planning knowledge with a passion for education, communication and content creation.

You’ll play a key role in creating long-form financial content that makes complex retirement and financial planning topics easy to understand for a wider audience.

This is a great fit for an experienced Paraplanner who enjoys the technical side of financial planning but is looking for something more creative than traditional suitability report writing.

The Role

You’ll be responsible for the research, scriptwriting and financial modelling behind engaging financial education content.

Your responsibilities will include:

• Researching retirement planning topics including drawdown, decumulation, tax and sequence of returns risk.
• Writing engaging scripts that explain complex financial concepts in clear, straightforward language.
• Building accurate case studies and financial models using planning/cashflow software.
• Working closely with the production team to develop content ready for filming.
• Keeping up to date with developments across retirement planning and financial services.
• Helping turn technical financial planning concepts into content that genuinely educates and informs.

About You

We’re looking for someone who combines strong financial planning knowledge with excellent communication skills.

Ideally, you’ll have:

• Level 4 financial planning qualifications such as CII Diploma, DipFA, CISI or equivalent — completed or in progress.
• Experience using financial planning or cashflow modelling software.
• Strong written communication skills and the ability to make complex subjects easy to understand.
• Excellent attention to detail and a high level of technical accuracy.
• A genuine interest in retirement planning and financial education.
• A creative mindset and an interest in content, marketing and communication.
• A desire to move beyond traditional paraplanning or financial advice and build a career in financial content.

Why This Opportunity?

This isn’t a traditional paraplanning role.

It’s an opportunity to use your financial planning expertise in a completely different way, creating content that can reach and educate a much wider audience.

If you’re an experienced Paraplanner or Financial Planning professional who enjoys research, writing and explaining financial concepts and is looking for a more creative career path, this could be an ideal next step.

Interested? Get in touch to find out more.

INDP

Location: Chester, Cheshire 

Salary: £26,000 - £30,000 + Benefits

Are you an experienced Wealth Management Administrator  looking to join a growing wealth management firm in Chester?

We're recruiting for a Wealth Management Administrator to support Financial Advisers and Paraplanners, delivering an outstanding service to clients while ensuring all administration is completed accurately and efficiently.

The Role:

• Support Advisers with client administration and new business.
• Obtain provider information, valuations and quotations.
• Prepare client documentation and maintain back-office systems.
• Manage adviser diaries and client communications.
• Deliver a professional, high-quality service to clients and providers.

About You:

• Previous experience within an IFA, Wealth Management or Financial Planning environment.
• Excellent organisational and communication skills.
• Strong attention to detail and ability to manage multiple tasks.
• CII studies (or willingness to study) would be an advantage.

Excellent opportunity to join a respected financial planning business offering career development, a supportive team and competitive salary.

Apply now for a confidential discussion.

INDP

Liverpool, Merseyside

Salary: £25,000 - £30,000

We are pleased to be working with a Financial Planning firm based on the outskirts of Liverpool.

This Liverpool based IFA Administrator job opportunity will be based near a train station.

You will be joining an established Liverpool based financial services team.

This Financial Services role will involve:

• Supporting the Financial Advisors with compliance administration support.
• Working with providers.
• Providing fact finds.
• Managing and inputting client information.
• Producing client reports.

Experience required:

• Experience in Financial Services administration is essential.
• Ideally worked within IFA Practice.
• Previous experience working with Pensions or Investment administration.
• Ideally working towards the Diploma in Financial Planning.

Click here to apply:

INDP

Location: Wilmslow, Cheshire
Salary: £38,000 - £40,000
Hybrid Working

The Opportunity

Looking to take your IFA experience to the next level?

We’re recruiting for a Financial Services Integration Specialist to play a key role in integrating newly acquired IFA businesses, helping them transition smoothly onto new systems, processes and ways of working.

This is a great opportunity for an experienced Paraplanner, Client Manager or IFA Administrator looking to move away from a traditional role and into integration, change and project work.

What You’ll Do

• Support the integration of newly acquired IFA firms.
• Lead training on systems, processes, workflows and advice standards.
• Become a key point of contact for operational and system queries.
• Support onboarding, reviews, paraplanning, research and suitability processes.
• Gather, assess and validate client and business data.
• Identify issues, gaps and training requirements.
• Work closely with internal teams to deliver successful integrations.
• Help improve and develop the integration process.

What We’re Looking For

You’ll have a strong background in IFA, financial planning or wealth management, with excellent knowledge of operational and advice processes.

You’ll ideally have:

• Strong Intelligent Office experience.
• Experience training advisers, paraplanners or administrators.
• Knowledge of providers and DFMs.
• Excellent communication and relationship-building skills.
• Strong organisation and attention to detail.
• The confidence to manage change and solve problems.
• Experience in onboarding, integration or change would be a bonus.

Why Apply?

This is more than an operational role — it’s an opportunity to use your IFA experience in a new way, gain exposure to Mergers & Acquisitions and play a key role in bringing businesses together.

If you’re an experienced Paraplanner, Client Manager or IFA Administrator ready for your next challenge, we’d love to hear from you.

INDP