Trabajos financial administrator en WallaseyCrear alertas

My client, a leading professional services business, are looking to recruit a systems savvy Financial Analyst to join their head office in Liverpool City Centre. The Financial Performance and Systems Analyst will play a pivotal role in enhancing the finance function, by maintaining and optimising financial planning systems, supporting the delivery of high-quality, insightful reporting, and ensuring robust data integrity. This position offers you the opportunity to bridge finance, data, and technology, working closely with knowledgeable colleagues who value openness, accountability, and teamwork. You will be empowered to drive meaningful improvements in processes and outputs, leveraging a modern finance tech stack including Workday Adaptive Planning, Snowflake, and Power BI. If you are passionate about transparent financial information and enjoy collaborating across teams to deliver trusted insights that support decision-making, this is an exceptional opportunity to make a tangible impact while developing your skills in a supportive environment. What you'll do: • Act as a primary user and administrator for Workday Adaptive Planning by maintaining models, hierarchies, and data structures to ensure optimal system performance., • Support seamless data integration between Workday ERP, Snowflake, and various reporting tools to guarantee reliable data flows across platforms., • Take responsibility for identifying and resolving system issues proactively while supporting upgrades, enhancements, and continuous improvement initiatives., • Collaborate effectively with IT teams, data specialists, and external vendors to maintain robust system operations and address technical challenges., • Drive improvements in reporting and planning processes through automation initiatives that reduce manual work and enhance efficiency., • Ensure strong data governance by implementing controls and reconciliation procedures across all sources to uphold accuracy and transparency., • Promote smarter system design by integrating financial data across FP&A and Financial Control functions for improved usability of outputs., • Partner closely with finance business partners and wider stakeholders to understand their needs and translate requirements into effective reporting solutions., • Provide comprehensive training and support to users of Adaptive Planning, Power BI, and other reporting tools to foster knowledge sharing within the team., • Develop clear dashboards and reports using Power BI while analysing financial performance trends to provide actionable insights for budgeting, forecasting, and long-range planning. What you bring: • Demonstrated experience in financial reporting or FP&A roles or management accounting positions where you have delivered high-quality outputs., • Proven expertise with Workday Adaptive Planning or similar financial planning systems including model maintenance and administration responsibilities., • Hands-on experience working with Workday ERP data structures which enables you to manage integrations confidently., • Advanced Excel skills encompassing complex formulas, modelling techniques, and large-scale data manipulation for accurate analysis., • Practical experience building interactive reports or dashboards using Power BI that translate raw data into actionable insights for stakeholders., • Familiarity with Snowflake or comparable cloud-based data platforms for integrated reporting solutions., • Exceptional analytical skills paired with meticulous attention to detail ensuring all outputs are accurate and trustworthy., • Ability to take ownership of assigned tasks while delivering results that meet agreed timelines without compromising quality standards., • Excellent communication skills allowing you to present information openly so it is easily understood by both technical experts and non-specialists alike., • Knowledge of SQL or other data querying tools; experience with system integrations or finance transformation projects;, • Professional accounting qualification (CIMA/ACCA/ACA) Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates

Pensions Administrator / Officer - Benefits Team (LGPS)?? City Centre | Hybrid Working (3 office / 2 home after training)?? Competitive salary + excellent public sector benefits?? Flexi-time (7am-7pm)I am exclusively working with a well-established public sector organisation seeking experienced Pensions Administrators to join their Benefits team . This is a fantastic opportunity to join a stable, supportive environment where your technical expertise will directly impact members at key life stages.With multiple permanent roles available, this is an ideal move for candidates looking to develop their LGPS career within a highly regarded pension fund.The RoleThis position sits within the Benefits team, focusing on the final stages of the retirement process, where accuracy, technical knowledge and strong communication are essential.You'll be responsible for:Calculating and processing retirement benefits, AVCs and pension paymentsVerifying and analysing member records, liaising with employers and scheme membersResponding to complex queries around entitlement, calculations and legislationManaging end-of-process payments, including AVC conversion optionsHandling member correspondence, phone and counter enquiriesEnsuring compliance with LGPS regulations and HMRC legislationThis is a highly detail-oriented role, suited to someone confident working with complex pension calculations and sensitive financial data.What I'm Looking ForWe're keen to speak with candidates who have:? Previous pension administration experience (LGPS highly desirable)? Strong understanding of pension calculations and member benefits? Experience handling complex queries and casework? Excellent numeracy and attention to detail? A background in a financial, pensions or regulated environment?? Candidates from other pension schemes or financial services backgrounds with transferable skills will also be considered as long as you are comfortable with manual pension calculations.What's On OfferThis role comes with a highly attractive public sector package:?? Hybrid working (homeworking available after training period)? Flexible working hours (core hours 10-12 & 2-4)?? 28 days holiday, rising to 33 + bank holidays?? Christmas shutdown period through to New Year!?? Salary sacrifice schemes (car & bike)?? Healthcare plan & Employee Assistance Programme?? Local Government CARE Pension Scheme??? Leisure discounts & staff savings schemes? Option to purchase up to 10 additional days annual leaveWhy Apply?This is a brilliant opportunity to:Join a secure, well-structured public sector organisationDevelop your technical pensions knowledge (LGPS focus)Work in a supportive, team-driven environmentBenefit from genuine work-life balance and flexibilityImportant Information?? Hybrid working is available once initial training is complete (training duration will depend on experience).Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.ukTPBN1_UKTJ

IFA Administrator – Join as an Investment Administrator.Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals.

At Air Apps, we believe in thinking bigger—and moving faster. We’re a family-founded company on a mission to create the world’s first AI-powered Personal & Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live. Born in Lisbon, Portugal in 2018—and now with offices in both Lisbon and San Francisco—we’ve remained self-funded while reaching over 100 million downloads worldwide. Our long-term focus drives us to challenge the status quo every day, pushing the boundaries of AI-driven solutions that truly make a difference. Here, you’ll be a creative force, shaping products that empower people across the globe. Join us on this journey to redefine resource management—and change lives along the way. As a Systems Administrator at Air Apps, you will be responsible for managing and maintaining corporate IT infrastructure, user access, and SaaS tools to ensure a secure and efficient work environment. You will oversee device management, network security, access control, and IT support for employees across the organization. This role requires technical expertise in IT systems, cloud-based tools, and security best practices to optimize and scale internal operations. This is a fully onsite position, based at our office in Lisbon, where you will collaborate closely with cross-functional teams in person and contribute to a dynamic and fast-paced environment. We are open to support with relocation efforts. Manage and maintain corporate IT infrastructure, including SaaS applications, cloud services, and internal systems. Oversee user access, account provisioning, and identity management across platforms (Google Workspace, Okta, Azure AD, etc.). Ensure network security, endpoint protection, and data encryption policies are in place. Monitor and optimize hardware and software performance, troubleshooting issues as needed. Implement and enforce IT security best practices, including multi-factor authentication (MFA) and role-based access control (RBAC). Maintain and support company-wide SaaS tools (Slack, Zoom, Notion, Atlassian, etc.). Assist in onboarding and offboarding employees by setting up and deactivating accounts. Automate IT operations, workflows, and system monitoring to improve efficiency. Maintain software licenses, compliance requirements, and IT documentation. Provide technical support and training to employees, ensuring smooth system usage. Around 3+ years of experience in IT administration, systems administration, or IT support. Experience managing cloud-based corporate IT environments (Google Workspace, Microsoft 365, AWS, or Azure). Proficiency in identity and access management (IAM) tools (Okta, Azure AD, JumpCloud). Knowledge of endpoint management solutions (Jamf, Intune, Kandji, or similar MDM platforms). Familiarity with network security, VPNs, firewalls, and zero-trust security models. Experience with IT automation and scripting (Bash, PowerShell, Python) is a plus. Ability to troubleshoot hardware, software, and connectivity issues efficiently. Strong understanding of IT compliance, data privacy regulations (GDPR, SOC 2), and best practices. Excellent problem-solving skills and ability to work in a fast-paced, remote-first environment. Apple hardware ecosystem for work. Annual Bonus Top-tier Health and Life Insurance for peace of mind. Transportation Budget to support your commute needs. Coverflex benefits package for meal allowances, well-being, and more. Childcare support. Air Conference - an opportunity to meet the team, collaborate, and grow together. Pension Fund to support your long-term financial planning. Urban Sports Club membership to keep you active. Meals 100% free at the hub. At Air Apps, we are committed to fostering a diverse, inclusive, and equitable workplace. We enthusiastically welcome applicants from all backgrounds, experiences, and perspectives. We celebrate diversity in all its forms and believe that varied voices and experiences make us stronger. At Air Apps, we value transparency and integrity in our hiring process. Applicants must submit their own work without any AI-generated assistance. Any use of AI in application materials, assessments, or interviews will result in disqualification.

Pensions Administrator / Officer - Benefits Team (LGPS) 📍 City Centre | Hybrid Working (3 office / 2 home after training)💷 Competitive salary + excellent public sector benefits 🕒 Flexi-time (7am-7pm) I am exclusively working with a well-established public sector organisation seeking experienced Pensions Administrators to join their Benefits team. This is a fantastic opportunity to join a stable, supportive environment where your technical expertise will directly impact members at key life stages. With multiple permanent roles available, this is an ideal move for candidates looking to develop their LGPS career within a highly regarded pension fund. The Role This position sits within the Benefits team, focusing on the final stages of the retirement process, where accuracy, technical knowledge and strong communication are essential. You'll be responsible for: Calculating and processing retirement benefits, AVCs and pension payments Verifying and analysing member records, liaising with employers and scheme members Responding to complex queries around entitlement, calculations and legislation Managing end-of-process payments, including AVC conversion options Handling member correspondence, phone and counter enquiries Ensuring compliance with LGPS regulations and HMRC legislationThis is a highly detail-oriented role, suited to someone confident working with complex pension calculations and sensitive financial...

Job Summary THE ROLE IS INITIALLY ON A 12 MONTH CONTRACT BASIS The purpose of the role is to oversee the end-to-end coordination of payroll activities managed by an external payroll provider. This role ensures that all payroll inputs are accurate, complete, and submitted on time, and that payroll deadlines are consistently met. This role is responsible for ensuring that the appropriate financial processes and procedures are followed to achieve an efficient and timely operation of the payroll. Main Duties & Responsibilities Responsible for the leadership, training and management of staff within the function including Line Management of people team administrator. To provide the data required for the 4 weekly and weekly payrolls for Lancashire & Merseyside locations as well as 4 weekly Scotland payroll to the outsourced payroll team. To ensure that all data is accurately submitted to the outsourced payroll team complying with statutory and contractual obligations and timescales. Act as the main internal liaison between the organisation and the outsourced payroll provider. To ensure the integrity of all the data held. Check all input data before payroll is sent to the outsourced payroll team. To ensure that all data are produced and processed on time in line with the payroll schedules. Provide guidance on payroll processes...

About the Role We are seeking a proactive and detail-oriented Loan Administrator to join a growing financial services organisation. Working as part of a collaborative and high-performing team, you will be responsible for managing and servicing a portfolio of loans throughout their lifecycle, ensuring key milestones are met and supporting successful loan redemption. This is an excellent opportunity for an individual with strong administrative, relationship management, and organisational skills who thrives in a fast-paced environment and enjoys building positive relationships with clients and stakeholders. Key Responsibilities Loan Administration & Portfolio Management • Set up and administer new and existing loan cases, including issuing introductory communications to borrowers., • Maintain accurate electronic records, ensuring all required documentation and correspondence is correctly filed., • Monitor loan performance throughout the term and identify potential risks that could impact repayment., • Conduct periodic reviews and searches on active loans., • Track key milestones, events, and loan conditions, ensuring all obligations are met., • Monitor interest payment schedules, record payments, and follow up on any outstanding amounts., • Identify loans that may exceed agreed terms and escalate concerns with recommended actions., • Manage breaches of loan conditions and support the implementation of appropriate remedial measures. Client & Stakeholder Engagement • Welcome new customers and act as a key point of contact throughout the loan lifecycle., • Respond to customer enquiries and provide a high standard of service., • Build and maintain strong relationships with clients, professional partners, and internal stakeholders., • Coordinate appointments with external specialists and review reports to identify potential risks or required actions., • Liaise with legal representatives and other third parties to support loan repayment and redemption processes., • Prepare and distribute redemption statements and related documentation. About You Essential Skills & Experience • Strong administrative and organisational skills with excellent attention to detail., • Confident communicator with the ability to build relationships across a range of stakeholders., • Strong Microsoft Office skills, particularly Excel, and the ability to learn new systems quickly., • Analytical mindset with the ability to identify issues and propose solutions., • Customer-focused approach with a commitment to delivering an excellent client experience., • Ability to work effectively both independently and as part of a team., • Adaptable, proactive, and comfortable working in a fast-paced environment. Desirable Experience • Previous experience within financial services, lending, banking, or a related sector., • Experience managing customer accounts, portfolios, or regulated financial products., • Relationship management or client servicing experience., • Experience working within a dynamic and growing organisation. Working Arrangements • Hybrid working model combining office and home-based working. Based in North Liverpool, • Flexibility to attend the office on additional days when required, with reasonable notice., • Occasional travel and attendance at business events may be required. What We Offer • Competitive salary with regular salary reviews., • Performance-related bonus opportunities., • Flexible and hybrid working arrangements., • Flexible start and finish times., • Generous annual leave entitlement, increasing with service., • Additional leave for key life events., • Option to buy or sell annual leave., • Life assurance, income protection, and healthcare benefits., • Enhanced family-friendly policies., • Long-service recognition awards., • Wellbeing initiatives and dedicated mental health support., • Employee benefits and rewards platform., • Ongoing learning, development, and career progression opportunities through a dedicated training academy. You must have full right to work in the UK. You will be required to work on site at company offices located in North Liverpool. Why Join Us? You'll be joining a business that values collaboration, continuous improvement, and exceptional customer service. This role offers the opportunity to develop your expertise within financial services while making a meaningful contribution to both client outcomes and business success.

Accounts Administrator Location: Old Swan, Liverpool Job Type: Full Time, Permanent We are looking for an organised and detail-oriented Accounts Administrator to join our friendly and supportive office team based in Old Swan, Liverpool. This is an excellent opportunity for someone with experience in accounts administration, payroll support, and general office administration who enjoys working in a fast-paced environment and taking ownership of a varied workload. Key Responsibilities Accounts Payable & Supplier Management • Process supplier invoices, credit notes, and subcontractor applications., • Obtain engineer approvals and authorise invoices for payment., • Investigate and resolve supplier and subcontractor queries., • Reconcile supplier statements and creditor reports., • Prepare end-of-month payment runs and priority payment schedules., • Match purchase invoices to remittances for filing and scanning. Payroll & CIS Administration • Process weekly timesheets and verify attendance and hours worked., • Administer CIS payments and related documentation., • Process new starters, leavers, holiday pay, bank holiday pay, and pension contributions., • Upload wages and payments to online banking systems., • Prepare employee expense schedules for payroll processing. Employee Administration • Maintain employee holiday records and issue relevant documentation., • Coordinate employee recognition activities, including birthday cards., • Produce and distribute job transaction reports for engineers. Financial Administration & Reporting • Manage monthly sales invoices and internal recharges., • Process company credit card expenses and maintain expenditure records., • Update nominal ledger analysis spreadsheets and cost reports., • Add and maintain direct debit records within the accounting system., • Provide cover for MSD account administration when required. Office & Operational Support • Order office stationery, kitchen supplies, and other consumables., • Provide general administrative and financial support to the accounts and operations teams. About You The ideal candidate will have: Previous experience in an accounts administration or finance administration role. Knowledge of purchase ledger/accounts payable processes. Experience supporting payroll and/or CIS administration. Strong organisational skills and excellent attention to detail. Good IT skills, including Microsoft Excel and accounting software. The ability to manage multiple tasks and meet deadlines. Strong communication and problem-solving skills. Working Hours Monday to Thursday: 8:00am – 5:00pm Friday: 8:00am – 4:00pm Benefits 24 days annual leave plus your birthday off Workplace pension scheme Casual Dress Fridays Friendly and supportive office environment Stable, full-time permanent position If you are looking to join a welcoming team and develop your career within a varied accounts and administration role, we would love to hear from you

Graduate Financial Services Opportunity - Pension Administration Location: Liverpool City Centre Hours: Monday to Friday, 9am-5pm Salary: Competitive, with excellent benefits and clear career progression A fantastic opportunity has arisen for ambitious graduates looking to launch a long‑term career within the financial services sector. This entry‑level role is ideal for individuals who are analytical, detail‑focused, and interested in pensions, finance, and long‑term financial planning. You'll join a supportive and growing financial services firm where you'll receive full training, ongoing development, and study support towards industry‑recognised pensions qualifications. This is an excellent starting point for anyone looking to build a successful career in pensions administration. About the Role As a Pension Administrator, you will support the delivery and management of pension schemes, ensuring a high‑quality service for members, advisers, and providers. This is a varied and rewarding role that offers strong progression opportunities within the wider financial services industry. What We're Looking For We welcome applications from graduates who have: A recent degree (or are due to graduate) in Finance, Business, Economics, Accounting, Mathematics, or a related discipline A genuine interest in pensions, finance, and the wider financial services sector Strong numerical, organisational, and attention‑to‑detail skills Confident written and verbal communication abilities Previous customer service, administrative, or office‑based experience (desirable but not essential) No prior pensions experience - full training is provided What's in It for You? Competitive starting salary with regular reviews Comprehensive training and development programme Study support for industry‑recognised pensions qualifications Clear and structured career progression Friendly, supportive office environment 25 days holiday plus bank holidays Cycle to work scheme Regular staff events The chance to join a growing, forward‑thinking financial services firm And much more! If you feel this role matches your skills and ambitions, please forward your CV to (url removed) Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Title: Administrator Hours: 35.75 hours per week Salary: £24,740 p/a Location: Liverpool HRGO are currently recruiting for an Administrator. This is a key administrative role supporting both internal teams and external stakeholders through the management of customer accounts, policy administration, data processing, reporting and query resolution. The role involves maintaining accurate records, processing account and policy changes, coordinating documentation, and ensuring a high standard of customer service and compliance. Responsibilities: Provide administrative support across customer accounts, policies and business processes Handle inbound and outbound calls and emails, delivering a professional and customer-focused service Process account and policy updates, amendments and general administration accurately and efficiently Maintain and update records, ensuring customer and business information remains accurate and compliant Investigate and resolve queries, liaising with internal departments and external stakeholders where required Prepare reports, spreadsheets and documentation to support business operations Ensure all activities are completed in line with company procedures, data protection requirements and service standards Support the preparation and processing of contracts, forms and other business documentation Contribute to team objectives, service level agreements and continuous improvement initiatives Undertake additional administrative duties as required to support the wider business Key Skills and Qualifications: Strong written and verbal communication skills Excellent organisational skills and ability to manage multiple tasks effectively High attention to detail and accuracy when processing data, documentation and customer information Ability to follow processes, procedures and compliance requirements consistently Strong customer service skills with a proactive and solution-focused approach Confident using Microsoft Office applications, particularly Excel, for reporting and data management Ability to investigate issues, identify solutions and escalate where appropriate Experience working in an administrative, customer service, policy administration or data processing environment Understanding of data protection requirements and handling confidential information Experience working within a regulated environment (e.g. financial services, insurance, healthcare or similar) would be advantageous HRGO is an equal opportunities employer and welcomes applications from all suitably qualified candidates. If you are interested in this Administrator role, please contact Mia on (phone number removed) or email

Liverpool £28,000 - £35,000+ Bonus Monday - Friday | 9.00am - 5.00pm Join a business that's going places. Looking for a fresh challenge where your organisational skills, attention to detail and customer service can really make a difference? Beam Recruit are partnering with a growing independent financial services business in Liverpool to recruit a Case Manager. This is an exciting opportunity to join an ambitious growing business where the Directors lead from the front, decisions are made quickly and hard work is genuinely recognised and rewarded. As the business continues to grow, you'll have the opportunity to develop your career, take on more responsibility and become a valued member of a close-knit, supportive team. No previous commercial finance experience? No problem. We're looking for someone with the right attitude and transferable skills. If you're highly organised, thrive in a fast-paced environment and pride yourself on delivering exceptional customer service, we'd love to hear from you. The Role You'll manage multiple client cases from enquiry through to completion, ensuring everything runs smoothly while delivering an outstanding customer experience. Working closely with clients and third parties, you'll keep multiple cases moving at once, ensuring every detail is accurate, deadlines are met and communication is first class. Key Responsibilities • Manage multiple live cases from enquiry through to completion., • Liaise with clients, lenders and third parties to keep cases progressing., • Gather, review and process documentation accurately., • Keep clients informed throughout every stage of the process., • Chase outstanding information and resolve queries., • Maintain accurate records using the CRM system., • Deliver an exceptional customer experience from start to finish. About You You'll be someone who enjoys being busy, thrives on organisation and gets satisfaction from seeing a case through from start to finish. You'll probably recognise yourself if you: • Thrive in a fast-paced environment and enjoy juggling multiple priorities., • Have exceptional attention to detail and rarely let things slip., • Love organising, planning and keeping things on track., • Deliver outstanding customer service and build strong relationships., • Communicate confidently by phone and email., • Stay calm under pressure and enjoy solving problems., • Take ownership and have a proactive, can-do attitude. Is your current role one of these? If so, your skills could transfer brilliantly: 1. Conveyancing Paralegal or Conveyancing Assistant, 2. Residential Mortgage Administrator, 3. Remortgage or Property Case Handler, 4. RTA or Personal Injury Case Manager, 5. Financial Planning Administrator, 6. Insurance Account Handler, 7. Insolvency Administrator, 8. Banking or Financial Services Administrator, 9. Loan Processor or Lending Administrator, 10. Compliance Administrator within Financial Services Don't worry if your job title isn't listed. If you've worked in a regulated or process-driven environment, managed multiple cases and pride yourself on delivering excellent customer service, we'd still love to hear from you. Why You'll Love Working Here £(phone number removed) salary depending on experience Performance-related bonus Monday to Friday, 9.00am – 5.00pm Genuine career progression as the business continues to grow Supportive Directors who invest in their people Friendly, collaborative team where your contribution really matters Full training within a specialist area of financial services About Beam Recruit Beam Recruit is a specialist recruitment consultancy based in Liverpool, recruiting across Finance, HR, Business Support and Commercial roles throughout the North West. Due to the high volume of applications we receive, we may not be able to provide individual feedback. If your application is successful, we'll be in touch within five working days

Hybrid working | Flexible hours | Supportive team culture | Excellent benefits If you're an experienced Accounts Assistant looking for a varied role where your work makes a genuine impact, this could be the opportunity you're looking for. Join a growing organisation that offers flexible hybrid working, a collaborative team environment, and the chance to develop your finance career. You'll play a key role in supporting the finance function across a broad range of accounting responsibilities while working for a business that values its people, encourages continuous improvement, and offers long-term stability. Package & Benefits • Salary of £30,000 to £32,000 per annum. • Hybrid working and flexible working hours. • Annual salary reviews every April. • 25 days' holiday, increasing with length of service, plus your birthday off. • Life insurance and onsite parking. • Cash healthcare plan and loyalty schemes. • Buy and sell holiday scheme. • Regular company social events. About the Company You'll be joining a forward-thinking organisation that puts its people first and is committed to delivering high-quality products and services. The business promotes an inclusive working environment where collaboration, integrity, and continuous improvement are valued. Key Responsibilities • Reconcile payments, invoices, receipts, and bank transactions while maintaining accurate financial records. • Prepare supplier payment runs and support the processing of employee expenses. • Assist with budgets, forecasts, and financial reporting activities. • Ensure financial processes remain compliant while supporting colleagues across the wider business. About You • We would love to hear off you if you have experience as an Accounts Assistant, Finanace Assistant, Accounts Administrator, Finance Administrator, Bookkeeper, Ledger Clerk or similar • Strong Microsoft Excel and wider Microsoft Office skills. • Experience processing reconciliations, payments, and financial transactions within a busy finance function. If you're ready to take the next step in your finance career and join a company that values innovation and diversity, apply for the Accounts Assistant role. today call (url removed) for more information - (phone number removed) JL_FIN

Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships. This Case Manager role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April. Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients. As a Case Manager, your responsibilities will include: Administering new and existing loans, setting up cases, and sending introductory correspondence. Organising electronic files and ensuring all legal documents and correspondence are correctly filed. Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption. Maintaining and updating electronic case records and data. Instructing and reviewing asset manager appointments and reports to identify risks. Conducting mid-term searches for all loans. Monitoring loan waypoints, key events, and conditions. Communicating with clients to gather information and resolve issues. Monitoring interest payments and ensuring timely collection. Liaising with solicitors for loan repayment and redemption statement preparation. Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management.Package and Benefits: The Case Manager role offers: Annual salary of £30,000 - £35,000, plus an annual bonus scheme. Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events.The ideal Case Manager will have: Experience in loan administration and portfolio management. Strong organisational skills and attention to detail. Excellent communication skills for client interaction. Ability to identify risks and take proactive measures. Experience in maintaining electronic records and data management. Ability to work independently and as part of a team.If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you. If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. JL_FIN

Financial Services Administrator Liverpool City Centre (Hybrid - 1 day from home) £27,000 - £35,000 + annual bonus Monday - Friday | 35 hours per week (flexible)The Role We are recruiting for a Financial Services Administrator to join a growing financial services organisation in Liverpool. This role will support the operational delivery, ensuring processes are completed accurately, efficiently, and in line with regulatory requirements. This is a great opportunity for someone with pensions or financial services experience looking to develop within a structured and supportive environment. Key Responsibilities: Operational Administration Process operational changes across pension schemes and records Support Terms of Business (TOB) administration Manage adviser and agency changes within service levels Maintain accurate client, adviser, and scheme dataComplaints & Customer Outcomes Log, track, and support complaint handling processes Gather information for investigations and monitor deadlines Maintain complaint MI and ensure regulatory timeframes are met Support Consumer Duty and vulnerable customer processesWorkflow & Case Management Manage shared mailboxes and workflow queues Prioritise tasks and monitor outstanding cases Escalate risks or delays where requiredQuality & Controls Ensure accuracy and audit trails across all processes Support QA checks, audits, and compliance monitoring Assist with issue resolution and root cause analysisStakeholder Support Respond to queries from advisers, clients, and internal teams Liaise with third parties and build strong working relationshipsWhat We're Looking For: Financial services experience, ideally in Investment Operations / Pensions Admin Knowledge of investment‑related regulation (e.g., ISAs, pensions) Strong organisational skills and attention to detail Ability to manage workloads and meet deadlines Understanding of working within a regulated environmentDesirable: Complaints handling or regulatory experience Knowledge of Consumer Duty Experience with Terms Of Business or adviser relationshipsWhat's on Offer: Salary £27,000 - £35,000 Annual bonus scheme Hybrid working (1 day from home) Flexible 35-hour working week Liverpool City Centre location Opportunity to develop within a growing financial services teamIf this is a role that you would be interested in applying for then please email your CV to Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Senior Pensions Administrator Liverpool City Centre (Hybrid - 1 day from home after training) Salary: Up to £35,000 (depending on experience) + annual bonus Hours: Monday to Friday, 9:00am - 5:00pm (flexible start and finish times)The Opportunity We're looking for an experienced Senior Pensions Administrator to join a well-established and growing financial services business in Liverpool. This is a fantastic opportunity for someone with strong cradle-to-grave pensions administration experience who is looking to step into a more senior position with greater responsibility. The role will focus on core operational processes including Terms of Business (TOB) administration, adviser changes, complaint handling support, workflow management, and wider operational oversight activities. The successful candidate will play a key role in maintaining service quality, operational control, and positive customer outcomes. About You Proven experience in pensions administration with cradle-to-grave exposure Strong working knowledge of DB and DC pension schemes Experience handling complex, technical cases and/or complaints within pensions Excellent written and verbal communication skills Strong analytical and problem-solving abilities High attention to detail with the ability to manage and prioritise workloads effectivelyWhat's on Offer Salary up to £35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) 35-hour working week with flexible start and finish times 25 days holiday plus bank holidays Central Liverpool location with excellent transport links Supportive, collaborative working environment Ongoing training, development, and progression opportunities Regular social events and additional benefits Sick pay (after qualifying period)Why Apply? This is an excellent opportunity to step into a senior-level role, where you'll gain exposure to technical pensions work and complaints handling, allowing you to broaden your skillset and make a real impact within the business. If you're interested, please send your CV to: Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Property Administrator (Financial Services) Liverpool City Centre (Hybrid - 1 day Work From Home after training) Salary: Up to £35,000 (depending on experience) + annual bonus Hours: Monday to Friday with flexible start/finish times The Opportunity I'm currently working with a well-established financial services business based in Liverpool City Centre who are looking to add a Property Administrator to their growing team. This role sits within their pensions administration function and focuses on managing commercial property held within pension arrangements (SIPP & SSAS). It's a highly interesting and technical position, dealing with complex and high-value cases, offering excellent long-term development. Key Responsibilities Manage a portfolio of commercial properties within SIPP & SSAS pension schemes Handle property transactions including acquisitions, disposals, leases, and rent reviews Work on complex casework, ensuring accuracy and attention to detail Ensure all activity is compliant with regulatory and pension scheme requirements Act as a key point of contact for internal teams, clients, and third parties Support and mentor junior team members where required Maintain strong documentation and audit trails across all casesAbout You Experience within commercial property (essential) Previous exposure to financial services or pensions would be advantageous, but not essential Strong attention to detail with the ability to manage complex workloads Excellent organisational and communication skills Ability to work in a technical, process-driven environment A proactive approach with the confidence to take ownership of casesWhat's on Offer Salary up to £35,000 depending on experience Annual bonus scheme Hybrid working (1 day from home after training) Flexible working hours Strong benefits package Opportunity to step into a technical, specialist role within financial services Clear progression and development opportunitiesWhy Apply? This is a fantastic opportunity for someone with a commercial property background to either continue developing within financial services or transition into the pensions/wealth sector, gaining exposure to highly technical and rewarding work. To apply or find out more, please send your CV to Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Are you a Finance Administrator with an eye for detail and ready for something new? Our client, a lively company in Bootle, is on the hunt for a Finance Administrator to become part of their team. This gig gives you the chance to work in a flexible, hybrid setup where you can really make a difference. With a salary of £28,000 - £30,000 this role offers flexible working hours and a hybrid working model. You'll be part of a supportive team that values innovation and diversity. The client is a forward-thinking company that values its people and places a strong emphasis on doing the right thing. They have a dedicated team that shares a vision of creating exceptional products and services. The company is committed to fostering a diverse and inclusive workplace. As a Finance Administrator, you will: Reconcile payments, invoices, income, and receipts, and enter data into accounting software. Create and perform supplier payment runs. Monitor, reconcile, and report on employee expenses. Assist in the preparation of annual budgets and rolling forecasts. Verify company expenses, bank deposits, and payments. Ensure compliance with financial laws and regulations. Liaise with internal departments to support financial processes.Package and Benefits: The Finance Administrator role comes with: Annual salary of £28,000 - £30,000 Salary reviews every April. 25 days holiday, increasing with length of service, plus your birthday off. Life insurance and onsite parking. Loyalty schemes and a cash-care health plan. Buy and sell holidays option. Regular social events.The ideal Finance Administrator will have: Previous experience in a similar finance role. Strong Microsoft Office skills, particularly Excel. Excellent relationship-building skills across all levels. A detail-oriented and analytical mindset. A passion for customer experience and problem-solving.If you have experience or interest in roles such as Finance Assistant, Accounts Assistant, Financial Administrator, Bookkeeper, or Accounts Payable Clerk, this Finance Administrator position could be perfect for you. If you're ready to take the next step in your finance career and join a company that values innovation and diversity, apply for the Finance Administrator role. today call (url removed) for more information - (phone number removed) JL_FIN