Financial Services Jobs

• Aberdeen
• £65000.00 - £85000.00 per annum
• Posted 4 days ago

A new opportunity has arisen to join a well established, successful IFA practice in Aberdeen to take over an existing portfolio. You will receive referrals and use existing introducers whilst creating new business development opportunities. You will manage the existing clients whilst trying to in...

• Manchester
• £24000.00 - £28000.00 per annum
• Posted 5 days ago

My client is currently looking for two SIPP Administrators to join their team in Manchester. The role: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Proce...

• London
• £40000.00 - £50000.00 per annum
• Posted 6 days ago

I am exclusively working for an award winning IFA with an office in London for a Paraplanner to join the established team. This role can be a long term paraplanning role or there is a direct structured pathway into a Trainee IFA position. The role will involve the following Obtain illustrations, ...

• Glasgow
• £40000.00 - £45000.00 per annum
• Posted 7 days ago

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review lette...

• West Midlands
• £35000.00 - £40000.00 per annum
• Posted 7 days ago

Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do? Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outco...

• London
• £60000.00 - £75000.00 per annum
• Posted 7 days ago

Idex are exclusively working with a leading Energy Consultancy as they seek to appoint a Senior Market Analyst in their London office. This is a key hire for my client, where you will have a pivotal role in leading commercial projects for their Crude markets. You can also expect to be involved in...

• Manchester
• £30000 - £40000 per annum + Benefits
• Posted 7 days ago

My client is currently looking for a Paraplanner to join their team in Manchester. Main Duties Assist in creating financial planning solutions based on client objectives Prepare suitability letters in line with agreed recommendations Complete client review work within the required timescales Anal...

• Altrincham
• £35000 - £40000 per annum + Benefits
• Posted 7 days ago

My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional...

• Edinburgh
• £65000.00 - £85000.00 per annum + flexible working from home
• Posted 7 days ago

Independent Financial Adviser - Edinburgh + excellent bonus + potential share option. My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future f...

• Aberdeen
• £70000.00 - £85000.00 per annum + Bonus
• Posted 7 days ago

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Planning and Pension and Ret...

• Aberdeen
• £60000 - £75000 per annum + Excellent benefits package
• Posted 7 days ago

A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: Investment and portfolio construction Cashflow planning and modelling Pension and retireme...

• Glasgow
• £100000 - £150000 per annum
• Posted 7 days ago

Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Roles across Scotland Clients + Leads Provided An award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial A...

• Aylesbury
• £65000.00 - £80000.00 per annum + Benefits + Bonus
• Posted 7 days ago

Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course. You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case siz...

• Luton
• £65000.00 - £80000.00 per annum + Benefits + Bonus
• Posted 7 days ago

Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course. You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case siz...

• Oxford
• £65000.00 - £80000.00 per annum + Benefits + Bonus
• Posted 7 days ago

Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course. You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case siz...

• Milton Keynes
• £65000.00 - £80000.00 per annum + Benefits + Bonus
• Posted 7 days ago

Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course. You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case siz...

• Birmingham
• £30000.00 - £35000.00 per annum + bonus
• Posted 7 days ago

A fantastic opportunity has arisen for an experienced Client Administrator to join a top tier investment management and financial planning practice. Idex are pleased to be supporting this prestigious client search for a candidate with suitable experience who is seeking a progressive career opport...

• London
• Negotiable
• Posted 7 days ago

Established Employee Benefits consultant and looking for something a little bit different? I'm partnered with one of the key intermediaries in the market to recruit a Benefits Strategy Consultant to their Southern team. If you're feeling like you've reached a ceiling as a "Consultant" and are loo...

• Birmingham
• £28000.00 - £33000.00 per annum
• Posted 8 days ago

A national Financial Services group are seeking an Employee Benefits Administrator to join their team expanding in the Midlands. The role Provide a range of support duties for consultants and corporate clients with a focus towards Group Risk and Health Benefits Carry out regular client contact & ...

• London
• £40000.00 - £60000.00 per annum
• Posted 8 days ago

I am working exclusively with a Wealth Management firm who are seeking a candidate to oversee both Compliance and Sales for the firm. This is a part time role 2-3 days a week. The role is homebased but travel will be expected into the London office approximately twice a month. To be considered fo...