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

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

Liverpool, Merseyside | £25,000 – £30,000

An established Financial Planning firm on the outskirts of Liverpool is looking to recruit an experienced Wealth Management Administrator to support its Financial Advisers and deliver a high standard of service to clients.

This is an excellent opportunity for someone with a background in IFA, wealth management or financial planning administration who wants to build on their experience within a professional, established team. The office is conveniently located near a train station.

The Role

Working closely with Financial Advisers, your responsibilities will include:

• Providing administrative and compliance support throughout the client journey.
• Liaising with pension and investment providers to progress client business.
• Preparing client fact-finds and maintaining accurate client records.
• Producing client reports and supporting the preparation of client review meetings.
• Updating client information and ensuring documentation meets compliance requirements.

About You

• Previous Financial Services administration experience is essential.
• Experience within an IFA practice or wealth management environment is highly desirable.
• Knowledge of pensions, investments and related products would be beneficial.
• Strong organisational skills and attention to detail.
• Working towards the Diploma in Financial Planning, or keen to develop your professional qualifications, would be an advantage.

If you have experience supporting Financial Advisers and are looking for your next opportunity within wealth management, we would be keen to hear from you.

Apply today to find out more.

INDP

Liverpool, Merseyside | Hybrid Working | Salary Dependent on Experience

Our client, an established insurance business, is looking for an experienced Commercial Account Handler to join its Commercial Insurance team in Liverpool.

This is an excellent opportunity for someone with a Commercial Insurance background who enjoys building client relationships, managing a varied portfolio and delivering a high standard of service.

The Role

• Manage and retain a portfolio of commercial insurance clients.
• Obtain and negotiate quotations to secure appropriate cover at competitive premiums.
• Arrange new business, renewals and mid-term adjustments.
• Liaise with clients, insurers and suppliers to handle queries and maintain strong relationships.
• Prepare accurate quotations, policy documentation and risk information.
• Maintain up-to-date client records and ensure all activities meet compliance requirements.
• Ensure policies are processed accurately and within agreed timescales.

About You

• Must have Commercial Insurance experience
• Knowledge of commercial insurance products and the broking process.
• Experience handling renewals, quotations and policy amendments.
• Strong communication, organisational and negotiation skills.
• A client-focused approach with excellent attention to detail.

If you have a Commercial Insurance background and are considering your next move, we’d love to hear from you.

INDP