Wilmslow | £35,000–£45,000 depending on experience and qualifications

We are looking for an experienced practice accountant to join a well-established company in Wilmslow as a Senior Client Accountant.

This is a broad, hands-on role combining accounts and tax work, management of your own client portfolio and supervision of more junior members of the accounts team. This is an excellent opportunity for someone who is already a Client Manager or Senior Accountant, who has started reviewing work and taking greater responsibility for clients, and is now ready for a new challenge.

Key Responsibilities

• Manage your own portfolio of clients, building strong relationships and ensuring work is delivered accurately and on time
• Prepare and review year-end accounts, tax returns and management accounts across a varied SME client base
• Provide clients with practical advice around tax planning, cash flow, profitability and business performance
• Review work and support the training and development of less experienced accountants
• Work closely with Senior Client Managers and Directors, including attending client meetings and supporting the wider portfolio
• Make effective use of Xero and other cloud accounting systems to improve client processes and efficiency

The Ideal Candidate

5+ Years’ experience of working within an Accountancy practice, with strong technical accounting skills and the confidence to build relationships with clients.

• Ideally be AAT or ACCA qualified or part-qualified or qualified by experience (QBE).
• Knowledge of TaxCalc, Xero software
• Some experience of reviewing the work of others and supporting junior colleagues would be ideal.
• Above all, we're looking for someone personable and confident who is comfortable combining hands-on accounting with increasing responsibility for clients and the wider team.

What's on offer

• 25 Day’s holiday (includes 3 days for Christmas and New Year as the office is closed)
• Extra Day’s Leave for your Birthday
• Extra Day’s Leave awarded after 3 years of service up to a maximum of 30 days
• Hybrid working
• Flexi time working (7-3; 8-4; 9-5; 10-6) 
• Private Medical Insurance after 2 Years’ service

This could be an excellent next step for an experienced Client Accountant looking to take greater ownership of clients and develop their management experience.

INDF

Knutsford, Cheshire | £28,000 - £34,000 + benefits | Hybrid (1-2 days WFH)

We are recruiting for an established Financial Planning firm in Cheshire seeking an experienced Paraplanning Support Administrator to join their growing team.

This is a varied role supporting Advisers and Paraplanners with client servicing, platform administration, illustrations, research and suitability reports.

Key Responsibilities

• Supporting Advisers and Paraplanners with casework and administration.
• Servicing existing client business and liaising with providers.
• Obtaining illustrations and product information.
• Assisting with basic financial, fund and product research.
• Supporting the preparation of suitability reports.
• Maintaining accurate and compliant client records.
• Liaising with clients and providers to resolve queries.

About You

• 2+ years' experience within Financial Planning, Wealth Management or IFA.
• Experience with platforms and back-office systems.
• Knowledge of pensions, investments and protection.
• Suitability report experience advantageous.
• Ideally Level 4 qualified or working towards the qualification.
• Strong communication and organisational skills.

An excellent opportunity to develop your career within a successful Financial Planning business, with hybrid working and a varied role.

To apply, please send your CV for a confidential discussion.

INDP

Salary: £40,000 - £45,000

Liverpool, Merseyside - Hybrid working

Hybrid working

The Role

We are recruiting for an experienced Financial Planning Content Specialist to join a growing financial team, combining financial planning expertise with a passion for education and content.

You'll be responsible for the research, scriptwriting and financial modelling behind long-form content designed to educate a wide public audience.

This is an ideal opportunity for an experienced Paraplanner who enjoys financial planning but has a stronger interest in education, communication and marketing than traditional suitability report writing.

Key Responsibilities

• Research retirement planning topics such as decumulation, tax, drawdown and sequence of returns risk.
• Write clear, engaging scripts that explain complex financial concepts in plain English.
• Build and accurately model case studies using financial planning/cashflow software.
• Work with the production team to ensure content is suitable for filming.
• Keep up to date with developments across the retirement planning landscape.

About You

You'll ideally have:

• A Level 4 financial planning qualification, such as CII Diploma, DipFA, CISI or equivalent, completed or in progress.
• Practical experience with financial planning/cashflow modelling software.
• Excellent written communication skills and the ability to simplify complex information without losing accuracy.
• Strong attention to detail.
• A genuine interest in retirement planning and financial education.
• A desire to build a career in content and marketing rather than traditional financial advice.

Why Apply?

A genuinely unusual opportunity to combine financial planning expertise with content creation, reaching a much wider audience than traditional paraplanning.

If you're a Paraplanner looking for a different direction within financial services, we'd love to hear from you.

INDP

Seeking a detail-oriented and highly organised Payroll professional to join a growing team. This role is critical in delivering accurate and timely 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 £27,000-£28,000

Excellent benefits package

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

INDF

Seeking an experienced and technically skilled Senior Property Administrator to join a growing Property team. This is an exciting opportunity for a property professional with extensive commercial property experience to manage a portfolio of complex SIPP and SSAS property arrangements while acting as a senior technical resource within the team.

The successful candidate will be responsible for overseeing commercial property transactions, ensuring regulatory compliance, supporting governance activities, and providing mentoring and technical guidance to colleagues. This role offers significant variety and the opportunity to work closely with members, advisers, trustees, and professional third parties.

Key Responsibilities

• Administer a portfolio of SIPP and SSAS commercial properties, including complex and high-value arrangements.
• Act as the primary point of contact for members, advisers, trustees, and professional third parties.
• Maintain accurate scheme records in line with HMRC requirements and internal standards.
• Deliver a high level of client service while managing multiple priorities effectively.
• Commercial Property Transactions
• Manage commercial property purchases, sales, transfers, and related transactions from inception to completion.
• Liaise with solicitors, lenders, valuers, surveyors, and managing agents throughout the transaction process.
• Portfolio Management
• Review and assess contracts, leases, rent schedules, valuations, and property reports.
• Monitor rent collection, VAT registrations, and option-to-tax arrangements.
• Ensure connected-party transactions comply with market value and regulatory requirements.
• SSAS Loan backs & Complex Investments
• Administer and monitor SSAS loan back arrangements in accordance with HMRC legislation.
• Maintain compliant security documentation and repayment schedules.
• Process and oversee non-standard investments where applicable.
• Regulatory & Technical Oversight
• Ensure compliance with HMRC pension legislation and SIPP/SSAS regulations.
• Monitor scheme funding positions, annual returns, and reporting obligations.
• Maintain robust audit trails and documentation standards.
• Support internal audits, compliance reviews, and regulatory investigations.
• Risk & Governance
• Identify, assess, and escalate technical or regulatory risks.
• Ensure all investments and transactions meet legislative and scheme requirements.
• Support trustees and clients in understanding their responsibilities and obligations.
• Team Development
• Contribute to process improvements, system enhancements, and operational efficiencies.
• Support the development of technical guidance and best-practice documentation.

The Ideal Candidate:

• Minimum 4 years' experience in property administration.
• Proven experience managing commercial property transactions within pension schemes.
• Experience administering loanbacks and connected-party transactions.
• Excellent communication and stakeholder management skills.
• Strong organisational skills with exceptional attention to detail.
• Ability to work independently while managing a varied and complex workload.

Monday – Friday 9am-5pm

Salary £30,000

Excellent benefits package

If you have the experience, technical knowledge, and passion for delivering exceptional client outcomes, we would

INDF

Are you an organised Financial Services Administrator with excellent communication skills? We're recruiting on behalf of a growing wealth management firm looking for a Client Services Coordinator to support both client servicing and adviser appointment management.

This varied role combines administration, client liaison, and lead coordination, making it ideal for someone who enjoys working in a fast-paced financial planning environment.

The Role:

• Manage change of servicing cases from start to finish
• Liaise with providers and platforms to progress client requests
• Prepare and issue client authority documentation
• Keep CRM systems and client records up to date
• Contact prospective clients, qualify enquiries and book appointments for Financial Advisers
• Manage adviser diaries and confirm client appointments
• Monitor outstanding actions and ensure excellent client service throughout
• Work closely with advisers, paraplanners and administration teams to support a smooth client journey

About You:

• Previous experience within Financial Planning, Wealth Management or Financial Services
• Strong administration and organisational skills
• Excellent telephone manner and written communication skills
• Experience using CRM systems and Microsoft Office
• Able to manage multiple priorities with a high level of accuracy
• Professional, proactive and customer-focused approach

If you're looking for a varied role where you can combine client service, administration and adviser support within a successful financial planning business, we'd love to hear from you.

INDP

Location: Chester, Cheshire (Office based)

Salary: £26,000 - £30,000 + Benefits

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

We're recruiting for a Financial Planning 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

Looking for a motivated and results-driven Credit Hire Handler to join a busy Recoveries Department. This is an excellent opportunity for an individual with claims, credit hire, legal experience who thrives in a fast-paced environment and enjoys negotiating successful outcomes.

As a Credit Hire Handler, you will be responsible for managing a portfolio of credit hire recovery claims, liaising with third-party insurers and solicitors, investigating liability issues, and maximising recoveries while delivering excellent customer service.

Key Responsibilities

• Sending and managing new payment packs.
• Negotiating hire charges and repair costs with Third Party Insurers and solicitors.
• Handling inbound calls from Third Party regarding ongoing hire claims and payment packs.
• Settling recovery/storage charges, credit repair costs, and uninsured losses.
• Reviewing and investigating liability disputes, including obtaining witness statements, accident report forms (ARFs), CCTV footage, and other supporting evidence.
• Managing incoming emails and post within team mailboxes, ensuring all actions are completed promptly.
• Chasing outstanding VAT payments from clients.
• Dealing with fines, penalties, and damage relating to hire vehicles.
• Maintaining accurate claim records and updating internal systems.
• Working towards and achieving individual and team monthly targets.

The Ideal candidate will have:

• Previous experience within credit hire, motor claims, recoveries, or a similar claims-handling environment.
• Strong negotiation and communication skills.
• Excellent attention to detail and organisational abilities.
• The ability to investigate and assess liability effectively.
• Confidence dealing with solicitors, clients, and third parties.
• A proactive approach to problem-solving and claim resolution.
• The ability to prioritise workload and work effectively under pressure.
• Good IT skills and experience using claims management systems.

Monday – Friday full-time office based

Salary £26,000 plus monthly bonus

If you have worked in credit hire, motor industry or deal with any vehicle hire, then we would love to hear from you.

INDF

Looking for an organised, proactive and customer-focused Sales Administrator / Sales Order Processor to join a busy team. This is an excellent opportunity for someone who enjoys working in a fast-paced environment and takes pride in delivering outstanding support to both customers and colleagues.

Working closely with the external sales team, you will play a key role in ensuring customer enquiries, quotations and orders are processed efficiently and accurately from initial enquiry through to delivery.

Key Responsibilities

• Prepare and issue quotations, order acknowledgements and proforma invoices in response to customer enquiries.
• Process customer orders accurately and prepare all associated documentation.
• Liaise with Production Control and other internal departments to monitor order progress and ensure timely completion.
• Coordinate requested dispatch and shipping dates, keeping customers informed of order status and delivery schedules.
• Respond to customer delivery performance reports and produce internal reports as required.
• Assist with maintaining pricing agreements and contract documentation.
• Coordinate the stock, storage and distribution of marketing materials.
• Maintain accurate filing systems and electronic records to ensure documentation is organised and easily accessible.
• Work in accordance with company procedures and support compliance with the Quality Management System in line with ISO 9001:2015 standards.

The ideal candidate will:

• Have previous experience in a sales administration, customer service or order processing role.
• Possess excellent organisational skills and strong attention to detail.
• Be confident communicating with customers and colleagues at all levels.
• Have strong IT skills, including Microsoft Office applications.
• Be able to manage multiple priorities and work effectively to deadlines.
• Demonstrate a professional, positive and team-oriented approach.
• Experience working within a manufacturing or engineering environment would be advantageous, although not essential.

Monday – Friday

Salary £30,000

If you are a motivated individual with excellent administration skills and a passion for delivering exceptional customer service, we would love to hear from you.

INDF

Salary: Dependent on experience

Liverpool, Merseyside – Office-based

Monday – Friday, 9:00am – 5:00pm

A leading and award-winning wealth management organisation is seeking an Investment Administrator to support their expanding investment services team.

The Role

Working in an office-based environment in Liverpool, Merseyside, Monday to Friday from 9:00am to 5:00pm, the Investment Administrator will support the day-to-day administration of investment services. The role requires someone who is highly organised and has an understanding of investment administration.

Key Responsibilities

• Providing administrative support for investment services
• Supporting investment processes, including ISAs
• Handling queries and liaising with internal teams
• Managing workloads effectively and responding to urgent issues
• Maintaining accurate records and documentation

You will ideally have:

• Experience in investment administration
• Good knowledge of investment processes
• Excellent time management and prioritisation skills
• CISI Investment Operations Certificate or equivalent

Interested?

If you’re looking for an office-based role in Liverpool, Monday to Friday 9-5, within a respected financial services organisation that truly invests in its people, we’d love to hear from you.

Apply now or contact us for a confidential conversation.

INDP

Are you an experienced trade or construction professional looking for a varied role that keeps you on your toes? Do you enjoy the fast-paced energy of a trade counter but also want the structure of an office-based sales and admin environment?

A leading distributor is looking for a Technical Sales Advisor to bridge the gap between a busy trade counter and the internal sales office. This is a hybrid desk-and-counter role where no two days are the same.

Duties:

• Customer Service: Greet and assist trade professionals at our trade counter and handle inbound phone and email inquiries.
• Order Management: Process customer orders accurately from start to finish using our internal systems.
• Quotations: Create, price, and follow up on technical quotes for trade and commercial clients.
• Stock Control: Check stock availability, coordinate with the warehouse, and prepare orders for customer collection.
• Technical Advice: Use your product knowledge to recommend the right solutions for construction and trade projects.

The Ideal Candidate:

• Industry Experience: You must have a background working for a trade merchant, building supplier, or construction distributor.
• Dual Capabilities: Experience working face-to-face over a trade counter and handling admin/sales in an office setting.
• Technical Aptitude: Ability to learn a diverse range of products and speak confidently with trade professionals.
• Strong Skills: Excellent communication, sharp attention to detail for order processing, and solid IT literacy.

Monday – Friday 8am – 5pm

Salary £28,000-£30,000

If you have the trade experience and the drive to deliver excellent service both over the counter and over the phone, we want to hear from you.

INDF

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

• 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

• Able to prioritise in a busy environment
• Used to handling high-volume incoming calls  
• Confident and decisive manner

Monday - Friday

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

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

Liverpool, Merseyside

Hybrid Working - flexibility to work from home and the office.

£42,000 - £50,000 + Excellent Benefits

Are you an experienced Commercial Insurance Broker looking to join a growing, forward-thinking brokerage where you'll have the opportunity to build lasting client relationships and play a key role in business growth?

We're recruiting on behalf of a well-established business and expanding insurance brokerage in Liverpool that prides itself on delivering tailored insurance solutions to businesses and private clients. This is an excellent opportunity for an ambitious insurance professional who enjoys managing client relationships, developing new business, and providing expert advice across commercial insurance.

The Role

As a Commercial Insurance Broker, you'll manage an established portfolio of commercial clients while also supporting a smaller personal lines book. You'll work closely with clients to understand their needs, arrange suitable cover, negotiate with insurers, and identify opportunities to grow existing relationships.

This is a varied position offering a mix of account management, new business development and client servicing within a supportive, collaborative environment.

Key Responsibilities

• Manage and develop a portfolio of commercial insurance clients.
• Handle new business enquiries, renewals and mid-term adjustments.
• Build strong relationships with clients, providing expert insurance advice.
• Identify opportunities to cross-sell additional insurance products and services.
• Generate new business through networking, referrals and proactive business development.
• Negotiate with insurers to obtain the best cover and premiums for clients.
• Maintain accurate records using Acturis (preferred).
• Ensure all work is completed in line with FCA regulations and compliance standards.

About You

To be successful, you'll ideally have:

• Previous experience within Commercial Insurance i.e. Commercial Account Executive, Commercial Account Handler
• Strong knowledge of commercial insurance products.
• Experience developing client relationships and winning new business.
• Acturis experience would be advantageous but not essential.
• Excellent communication and negotiation skills.
• A proactive, self-motivated approach with a genuine focus on delivering outstanding client service.

What's on Offer

• Salary up to £50,000 depending on experience.
• Hybrid working. Must be able to attend the office in Liverpool.
• Ongoing professional development and support towards further qualifications.
• Excellent career progression within a growing brokerage.
• Friendly, collaborative working environment.
• Opportunity to work with an established and loyal client base.

If you're an experienced Commercial Insurance professional looking for your next challenge in Liverpool, we'd love to hear from you. Apply today for a confidential discussion.

INDP