Liverpool, Merseyside

Office based role.

Employed Salary: Very competitive (Dependant on Experience) + Benefits package

We are recruiting for an experienced Paraplanner join a well-established financial planning firm. This role combines advanced paraplanning with the delivery of regulated advice on complex estate planning cases, particularly involving Inheritance Tax (IHT), trusts and offshore investment bonds.

You will support Strategic Planners across the business, providing high-level technical expertise, drafting detailed suitability reports and delivering specialist advice where required. The role will also involve mentoring colleagues and ensuring complex cases meet FCA regulatory and Consumer Duty standards.

Key Responsibilities:

• Conduct complex research into IHT planning, trusts and investment bonds
• Prepare high-quality suitability reports for complex planning scenarios
• Use cashflow modelling tools to support client recommendation
• Provide technical oversight and compliance support for complex cases
• Mentor and support advisers and paraplanners on technical planning areas

Requirements:

• Strong experience in estate planning, IHT mitigation and trusts
• Knowledge of investment bond taxation (including segmentation, assignment and top-slicing)
• Ability to translate technical planning into clear client recommendations
• Experience using Intelligent Office, Iress, CashCalc or similar systems

Qualifications:

• Level 4 Diploma in Regulated Financial Planning (essential)
• Valid SPS or ability to obtain quickly
• AF1 (Tax & Trusts) preferred
• STEP qualification advantageous

This is an excellent opportunity for a highly technical paraplanner looking to take on a broader advisory role within a supportive and growing financial planning business.

Location: Liverpool, Merseyside
Salary: £26,000 - £32,000 + Annual Bonus

Are you an experienced pensions professional with a passion for detail and problem-solving? We are looking for multiple Pensions Administrators to join a growing team, supporting the delivery of high-quality pension services to trustees, employers, and scheme members.

About the Role

As a Pensions Administrator, you will be a key point of expertise within the administration team, focusing on technical guidance, complex casework, and process improvement. You will ensure compliance with pensions legislation and scheme rules, while helping colleagues deliver accurate and timely administration.

Your responsibilities will include:

• Handling complex pension calculations and member queries.
• Providing technical support to administrators and senior colleagues.
• Interpreting scheme rules, legislation, and regulatory guidance.
• Supporting scheme projects.
• Identifying and implementing process improvements to drive efficiency and accuracy.
• Liaising with actuaries, consultants, legal advisers, and trustees.

About You

We’re looking for someone with:

• Previous pensions administration experience, ideally with exposure to Defined Benefit (DB), Defined Contribution (DC), SIPP or SSAS schemes.
• Strong knowledge of UK pensions legislation, HMRC requirements, and scheme governance.
• Excellent numerical and analytical skills with strong attention to detail.
• Confidence in interpreting complex rules and communicating them clearly.
• Progress towards a professional qualification (e.g. PMI) is desirable, but not essential.
• A proactive and collaborative approach to problem-solving.

In return:

• Competitive salary and benefits package.
• Opportunities for professional development and study support.
• A supportive and collaborative team culture.

Play a vital role in shaping the future of pensions administration while developing your career in a supportive, expert-led environment.

Please click to apply.

Liverpool, Merseyside

Salary: £32,000 - £35,000

We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning.

This IFA Administrator job opportunity will work on the outskirts of Liverpool and 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:

Deeside, North Wales, Hybrid Working

Independent financial advisory firm to recruit an experienced IFA Administrator. This is an excellent financial services job opportunity will offer a move into a more client-facing role with clear progression towards financial advice.

The Role
You will act as the key link between clients and advisers, managing a portfolio of clients while supporting Financial Planners in delivering high-quality financial advice. This is a varied role combining client relationship management, technical support, and coordination of end-to-end client processes.

Key Responsibilities

• Manage and build long-term client relationships
• Act as main contact for client non advice queries
• Support advisers with research, documentation, and implementation of recommendations
• Oversee client onboarding and ongoing servicing
• Ensure timely and accurate completion of client work and compliance requirements
• Identify opportunities to enhance client experience and develop new business

About You

• Experience as a paraplanner or senior administrator within financial planning
• Strong knowledge of pensions, investments, and protection products
• Working towards (or completed) Level 4 Diploma preferred
• Highly organised with excellent communication skills
• Proactive, client-focused, and a strong team player
• Experience with Intelligent Office (desirable)

If you're looking to step into a more client-focused role within a supportive and growing firm, we’d love to hear from you.

Liverpool, Merseyside

Employed Salary: £27,500 + Commission

Must hold the CeMap qualifications or be currently working towards it.

The Opportunity:

A growing independent financial advice firm based in Liverpool is looking for a Trainee Mortgage Adviser / Mortgage Administrator.

This is a fantastic opportunity to build a long-term career with full training, support, and a clear path to becoming a qualified adviser.

The Role:

• Support advisers through the full mortgage process
• Assist with fact-finding, research, and recommendations
• Work across residential, buy-to-let, and remortgage cases
• Maintain compliant client records
• Develop towards giving whole-of-market advice

About You:

• Must hold the CeMap qualifications or be currently working towards it.
• Interest in a career in mortgage & protection advice
• Strong communication and organisational skills
• If working as a Mortgage Administrator and part way through CEMAP would be considered

In return:

• Employed salary: £27,500 basic + commission
• Full training development
• Clear progression into a Mortgage Adviser role

If you're looking to step into a Trainee Mortgage Advisor role within a supportive and growing firm, we’d love to hear from you.

Liverpool (Office-Based)

Salary: Depending on experience + Competitive benefits package

We’re partnering with a leading financial services organisation to recruit a Data & Reporting Analyst for their Investment Operations team in Liverpool.

The Role

You’ll develop and maintain data analysis tools, dashboards, and reporting to support business decision-making. Working closely with Operations and Data teams, you’ll deliver insights, improve processes, and ensure data accuracy across internal and third-party sources.

Duties:

• Deliver accurate management information and data-driven insights
• Build and enhance dashboards and visualisations
• Automate data processes and implement controls
• Analyse trends and support strategic decisions
• Integrate and manage data from multiple sources
• Document processes and ensure SLA performance
• Identify and drive reporting improvements

About You

• Strong analytical skills with experience interpreting complex data
• Working knowledge of Python and/or SQL
• Experience building dashboards and incorporating user feedback
• Skilled in data cleansing and validation
• Ideally have a financial services or investment operations background
• Proactive and collaborative approach

Interested? Apply now to learn more.

Liverpool, Merseyside

Salary: £25,000 + Bonus

A leading provider of Financial Services is seeking a proactive and highly organised Client Services & Operations Coordinator to join their growing team. This role focuses on supporting public sector clients by coordinating the delivery of financial education seminars and maintaining strong client relationships.

Responsibilities

• Support Account Managers to help deliver client seminar targets.
• Schedule and allocate Financial Coach resources effectively.
• Liaise with clients to gather seminar details and logistical information.
• Respond to delegate enquiries promptly and professionally.
• Coordinate and distribute seminar materials and joining instructions.
• Maintain accurate data and records within CRM and internal systems.
• Monitor feedback and ensure follow-up actions are completed.
• Conduct regular data audits to ensure accuracy and compliance.
• Prepare reports and summaries for internal and external stakeholders.
• Uphold the organisation’s values and customer-first approach.

Key Skills and Experience

• Strong track record in providing exceptional customer service.
• Experience working in a target-driven or sales-support environment.
• Knowledge of financial services or workplace financial education (advantageous).
• Excellent communication and interpersonal skills (written and verbal).
• Confident using Microsoft Office (Excel, Outlook, PowerPoint, Word, Teams).
• Ability to work independently and make operational decisions.
• Strong attention to detail and excellent organisational skills.

If you match the job requirements, please submit your CV, and if suitable, we will make contact with you.

Salary dependent on experience

We are recruiting on behalf of a leading FCA-regulated financial services organisation seeking an experienced Compliance Officer with a strong background in investments and pensions.

Key Requirements (Essential)

• Proven compliance experience within investments and/or pensions
• Strong knowledge of the Financial Services UK regulatory framework
• Experience conducting compliance monitoring or internal audit
• Background in retail investments and/or pensions
• Experience handling breaches and regulatory reporting

The Role

• Deliver compliance monitoring reviews
• Investigate and resolve breaches
• Conduct regulatory impact assessments
• Produce board-level compliance MI
• Support regulatory change and policy updates

Applicants must have direct compliance experience within investments and pensions to be considered.

Apply now for a confidential discussion.

Liverpool, Merseyside

Salary: Dependant on experience

Are you an experienced compliance professional with a strong background in investments and pensions? This is an exciting opportunity to join a leading financial services firm in Liverpool as a Compliance Officer.

The Role

You’ll be part of the compliance and governance team, ensuring the business meets FCA, HMRC and ICO requirements. Day-to-day, you’ll:

• Review adviser files, checking recommendations for suitability.
• Support Strategic Planners and back-office teams with compliance queries.
• Deliver the Compliance Monitoring Plan and report findings to senior management.
• Sign off marketing and educational materials in line with FCA rules.
• Carry out AML checks, peer reviews, and call monitoring to ensure the right advice is being given.

About You

• Strong analytical and problem-solving skills.
• Ideally passed the Diploma in Financial Planning qualification
• Proven file checking experience within financial services.
• Background in investments/pensions essential.
• Ideal candidates may come from compliance, IFA firms, or bank, Financial Adviser used to checking cases.

What’s on Offer

• Salary (depending on experience).
• Excellent benefits package.
• Permanent role within a supportive and professional business.

Apply today for this fantastic compliance job opportunity in Liverpool and take the next step in your compliance career!

We’re working with a well-established financial services firm in Chester who are looking to add a Financial Services Administrator to their growing team. This is a great opportunity for someone with industry experience who enjoys working in a fast-paced, client-focused environment.

You’ll support Advisers and Paraplanners with a range of pre-sales and administrative duties, including preparing client documentation, obtaining valuations and quotes, maintaining back-office systems, and ensuring client records are accurate and up to date. You’ll also liaise with clients and providers, manage diaries, and assist with general office administration.

What we’re looking for:

• Previous experience within Wealth Management (essential)
• Strong administrative and organisational skills
• Excellent attention to detail and communication skills
• Confident dealing with clients and providers
• Ideally working towards CII qualifications

If you have wealth management administration experience and are looking to build your career in financial services, we’d love to hear from you.

Liverpool (Office-Based)

Permanent, Competitive Salary + Benefits

We’re working with a growing financial services firm seeking an experienced Operations Process Analyst to join their Liverpool-based Investment Operations team.

The Role:

You’ll support regulatory and client reporting, ensure strong operational controls, and drive process improvements. Acting as a key point of contact for complex queries, you’ll also provide regulatory guidance and help enhance efficiency and reduce risk across the function.

Key Responsibilities

• Produce and review regulatory and management reporting
• Coordinate client and tax reporting
• Provide expertise on FCA and HMRC regulations (ISAs & pensions)
• Resolve complex operational queries
• Deliver training and maintain process documentation
• Identify and implement process improvements
• Conduct quality assurance reviews, including third-party oversight

About You

• Financial services operations experience
• Strong knowledge of FCA CASS/COBS and HMRC rules
• Advanced Excel and data analysis skills
• Excellent communication and attention to detail
• Proactive with the ability to manage deadlines and drive initiatives
• Ideally have CISI Investment Operations Certificate (IOC) or equivalent (preferred)

Apply now to take the next step in your operations career.

About the Role

We’re recruiting for a Motor Claims Handler to join an insurance organisation.

You’ll manage motor claims from start to finish.

Key Responsibilities

• Take FNOL claims via telephone
• Record and assess motor incidents
• Liaise with insurers, engineers, and repair networks
• Manage repair process and liability progression
• Process payments within authority limits
• Maintain accurate claims records and customer service

About You

• Must have Motor Claims experience or other insurance policy claims
• Strong communication skills
• Organised and customer-focused

What’s on Offer

• £28,000 salary
• Hybrid working
• Career development in specialist insurance
• Supportive team environment