Financial Services jobs

• Leicester
• £30000 - £37000 per annum
• Posted about 8 hours ago

My client is currently looking for a SIPP Property Specialist to join their team as a Client Relationship Manager. This is a remote role and can be based anywhere in the UK. Reporting to the Team Leader the successful candidate will provide specialised property, borrowing, loan back, third party ...

• London
• £40000 - £46000 per annum
• Posted about 8 hours ago

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealth Preparing pre-approval documentation prior to report writing, ensuring reco...

• Wales
• £70000 - £80000 per annum
• Posted about 10 hours ago

I'm excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Wales office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ult...

• Chorley
• Up to £30000 per annum
• Posted about 10 hours ago

My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this succes...

• London
• £75000 - £120000 per annum + Benefits + Bonus
• Posted about 10 hours ago

A highly regarded Financial Planning / Accountancy practice in London are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential - Salary up to £120k basic for director level + superb bonu...

• Worcester
• £27000 - £28000 per annum
• Posted about 10 hours ago

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will supp...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted about 10 hours ago

Award-winning Financial Planning Firm within a large Accountancy Practice 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 Pl...

• London
• Negotiable
• Posted about 10 hours 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...

• West Sussex
• £40000 - £55000 per annum + Benefits + Bonus
• Posted about 12 hours ago

A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for an Financial Advisor to join the office in West Sussex. The role incorporates providing whole of the market personal financial advice to new and exist...

• Glasgow
• £48000 - £52000 per annum + benefits package
• Posted 1 day ago

Senior Paraplanner, remote/1 day in the office A very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you will be dealing with the full sp...

• Glasgow
• £60000 - £70000 per annum
• Posted 1 day ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, ...

• Cardiff
• £30000 - £36000 per annum
• Posted 1 day ago

IDEX Consulting are working with a leading financial advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the paraplanning team. Duties incl...

• Liverpool
• £25000 - £30000 per annum
• Posted 5 days ago

My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team. Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their persona...

• City of London
• Up to £65000 per annum
• Posted 5 days ago

About Us My client is one of the UK's fastest-growing, most forward-thinking financial planning practices blending award-winning Chartered advice with a modern, human approach. Their culture is ambitious, warm, and collaborative, and every voice helps shape the future of advice. Join them to be p...

• Leeds
• £32000 - £45000 per annum + benefits package
• Posted 6 days ago

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Leeds team. This role is ideal for someone with strong Defined Benefit (DB) pensions experience, confident in manual calculations and overseeing the work of junior team members. Key Responsibil...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 6 days ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Hertford
• £90000 - £110000 per annum + benefits package
• Posted 6 days ago

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Hertfordshire area. This firm is renown...

• Glasgow
• £80000 - £110000 per annum + Bonus
• Posted 6 days ago

A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, d...

• Taunton
• £55000 - £65000 per annum + Bonus
• Posted 6 days ago

I'm partnering with a leading, award-winning Chartered Financial Planning firm that's launching its first-ever desk-based adviser role - a unique opportunity to deliver exceptional financial advice to an established portfolio of loyal clients. Following a major client segmentation project, the bu...

• England
• £50000 - £80000 per annum
• Posted 7 days ago

An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-qual...