Technical Paraplanner (Technical Manager Level) Location: Liverpool Salary: Negotiable depending on experience Hours: 9:00-5:00 Monday to Thursday, 9:00-3:00 Friday Working Pattern: Full-time Hybrid available after probation Benefits: 10x Death in Service Private Medical Insurance 25 days holiday + bank holidays (calculated in hours for flexibility) Birthday off Cycle to Work scheme 5% pension The Company A well-established Chartered Financial Planning firm with a strong reputation for delivering high-quality advice and maintaining exceptional professional standards. Continuous improvement, technical excellence, and client outcomes are at the heart of their culture. The Role This is a senior technical position responsible for managing the technical workflow and supporting Financial Planners and Advisers in delivering compliant, high-quality financial advice. You will also take ownership of technical team oversight and operational...

Senior Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 50,000 - 60,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm An established and growing financial planning firm based in Liverpool City Centre is seeking an experienced Senior Paraplanner / Chartered Paraplanner to join their team. This is an excellent opportunity for a Chartered professional who enjoys high-quality technical work and is ready to take on a team leadership role within a collaborative, values-led business. The Role You will take responsibility for providing comprehensive paraplanning support to Financial Planners while also acting as a team leader within the paraplanning function . This role offers genuine influence, autonomy, and the chance to help shape processes and standards across the team. Key Responsibilities: Producing detailed, compliant suitability reports covering pensions, investments, protection, and estate planning...

Paraplanner Location: Liverpool City Centre (Hybrid Working Available) Salary: 40,000 - 50,000 (dependent on experience) Hours: Monday to Friday, 9am - 5pm A growing, values-led financial planning firm based in Liverpool City Centre is looking to appoint an experienced Paraplanner to join their established technical team. This role would suit a Level 4 qualified Paraplanner with strong all-round experience who enjoys producing high-quality work and playing a key part in delivering excellent client outcomes. The Role Working closely with Financial Planners and Senior Paraplanners, you will provide comprehensive paraplanning support across a broad range of financial planning cases. You'll be trusted with complex work and have the opportunity to further develop your technical expertise within a supportive, professional environment. Key Responsibilities: Producing clear, accurate, and compliant suitability reports Conducting detailed research across...

Job Title: Credit Hire Team Leader Location: Liverpool, office based with hybrid working available Salary: 35,948 - 45,216 per annum plus the opportunity to achieve an annual bonus of up to 10% of your salary Job Type: Full Time, Permanent Working hours: 37.5 hours, Monday to Friday from 9:00am to 5:30pm We are seeking an Operational Team Leader within our Credit Hire department to be a pro-active thinker who is highly motivated and leads from the front. Leading a team of Credit Hire Handlers, you will drive our culture of openness and hold responsibility for the development and people management aspects of your team. What's Involved: Lead a team of credit hire handlers within our mitigation department Performance management of staff, dealing with all aspects of people management including quality auditing, absence, holidays, and time management, adhering to SLA's, monthly one to ones, performance reviews, training and development, disciplinary procedure, and...

Job Title: Customer Service First Response Unit Claims Handler Location: Liverpool Salary: 26,938 per annum plus the opportunity to earn a performance-related bonus of 4200 paid on a quarterly basis, once established within your role Job Type: Full Time, Permanent Working hours: 37.5 hours per week; Monday to Friday 8.00am - 8.00pm(on a rota basis) 1 in 3 Weekends 9.00am-5.00pm. What you will be doing: Providing a professional and proactive response in assessing claims in line with policy and procedure Providing an empathetic service to clients who have been involved in road traffic incidents Liaise with external companies and internal departments in a timely and professional manner in order to effectively process the customers claim notification To resolve any issues avoiding expressions of dissatisfaction escalating into complaints Handle First Notification of Loss (FNOL) calls, entering relevant claims details To monitor and manage claims ensuring all...