Financial Services jobs

• Mansfield
• £22000.00 - £25000.00 per annum
• Posted 5 days ago

My client is going through an exciting growing period. They are on a lookout for a Platform Administrator to support them in their growth plans for the future. They are looking to grow their platform team as they envision acquisitions. They are looking for someone with experience and knowledge of...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 6 days ago

The IFA Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will also support the Managing Director with his day to day management responsibilities, and work within a lar...

• Hamilton
• £35000.00 - £45000.00 per annum
• Posted 6 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Hamilton. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidates with previous technical experience in a...

• Bristol
• £25000.00 - £30000.00 per annum
• Posted 7 days ago

About the Role: Are you meticulous and detail-oriented with a keen eye for accuracy? Do you excel in a dynamic environment where precision and compliance are paramount? If so, an exciting opportunity awaits you to join our team as a Pension Administrator. In this role, you will be instrumental in...

• Knutsford
• £38000.00 - £48000.00 per annum
• Posted 7 days ago

My client is currently looking for an experienced Paraplanner in Knutsford, What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners Ensuring that the preparation of advice...

• Bath
• £35000.00 - £45000.00 per annum
• Posted 11 days ago

Are you a seasoned Paraplanner seeking an exciting opportunity to contribute your expertise to a dynamic financial services team? An esteemed UK-based wealth management firm, renowned for its commitment to personalised wealth management solutions, is currently seeking a Paraplanner to join their ...

• Glasgow
• £30000.00 - £35000.00 per annum + benefits package
• Posted 11 days ago

Reporting to the Business Support Team Leader, the Business Support Associate is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The Jobholder will also support the Commercial Director with his day to day man...

• Glasgow
• £30000.00 - £35000.00 per annum
• Posted 12 days ago

Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after...

• Glasgow
• £35000.00 - £45000.00 per annum
• Posted 12 days ago

Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner. You will be preparing personalised financial plans for clients including: Investment of new monies Review suitability of existing arrangements Retirement income strategies Defined benefi...

• Manchester
• £35000.00 - £42000.00 per annum + benefits package
• Posted 12 days ago

IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clea...

• Belfast
• £35000.00 - £42000.00 per annum + benefits package
• Posted 12 days ago

IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clea...

• Glasgow
• £35000.00 - £42000.00 per annum + benefits package
• Posted 12 days ago

IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clea...

• Glasgow
• £45000.00 - £55000.00 per annum
• Posted 12 days ago

Due to exciting business growth, Idex Consulting are currently searching for a Telephone Business Development Manager to join one of the UK's award winning investment management companies with a base in Glasgow. Their proposition is unique in the market and the firm hold an excellent reputation f...

• Edinburgh
• £18000.00 - £24000.00 per annum
• Posted 12 days ago

A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Initial Responsibilities: Making client Appointments Opening and franking mail, scanning all relevant documentation to client file and updating back office system Typing up of the Client Factfin...

• Amersham
• £32000.00 - £42000.00 per annum
• Posted 13 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving financial advice practice near Amersham. They are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidates with previous te...

• Newcastle upon Tyne
• £30000.00 - £31000.00 per annum + Bonus
• Posted 13 days ago

Our client is looking for a Compliance Officer to review cases completed by their Financial Advice team. This role will suit someone who has level 4 qualification or is already a file checker and is passionate about helping individuals achieve their financial goals. Full training will be provided...

• West Yorkshire
• Up to £35000.00 per annum
• Posted 13 days ago

Our client are growing to be the leading chartered financial advice firm in their area. They are well known to have a family culture and a strong focus in looking after their team and clients. Due to growth our client is looking for an IFA Office Manager to join their firm. This role will suit so...

• Essex
• £25000.00 - £28000.00 per annum
• Posted 13 days ago

An opportunity has become available for a Financial Planning Admin in Essex to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 13 days ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

• Blackpool
• £23000.00 - £24000.00 per annum + benefits package
• Posted 13 days ago

My client is a financial planning and wealth management business in Blackpool. They are currently looking for a Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring Re...