Financial Services jobs

• West Yorkshire
• £28000 - £32000 per annum
• Posted about 4 hours ago

A long-established and award winning financial advisory business with offices in Huddersfield are seeking a Client Services Administrator to join their team. Free parking Supportive environment Study support available, should you wish to complete your level 4 diploma in Financial Advice Friendly ...

• Manchester
• £30000 - £33000 per annum
• Posted about 24 hours ago

My client is currently looking for an experienced IFA Administrator to join their team in Manchester. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regula...

• Newcastle-under-Lyme
• Up to £65000 per annum
• Posted about 24 hours ago

My client is currently looking for a Financial Planner to join them in their Newcastle under Lyme office. This is a national IFA with a strong presence in the Midlands. Due to an acquisition, there is a healthy book of long standing clients for the successful candidate. Key Accountabilities Provi...

• Bristol
• £60000 - £68000 per annum + Bonus
• Posted 1 day ago

A fantastic opportunity has arisen for an experienced Regional Paraplanner Manager to join a highly respected national financial planning business. This role is ideal for a confident people leader with strong technical knowledge and proven experience managing high-performing paraplanning teams. A...

• Liverpool
• £65000 - £80000 per annum + Benefits + Bonus
• Posted 1 day ago

Exclusive Opportunity with a Leading National Wealth Management Firm IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding...

• England
• £65000 - £80000 per annum + Benefits + Bonus
• Posted 1 day ago

Exclusive Opportunity with a Leading National Wealth Management Firm IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding...

• Edinburgh
• £70000 - £85000 per annum
• Posted 3 days ago

My client is a professional wealth management firm with sits within a well known and prestigious law firm. They are looking for a new IFA who will inherit clients and will work closely with the solicitors to generate new business. The role involves: Prospect and contact potential clients in accor...

• Edinburgh
• £28000 - £33000 per annum
• Posted 3 days ago

Fantastic opportunity for an experienced Financial Services professional to join a trusted and expanding firm in Edinburgh. You will support a team of advisers, handle client servicing tasks, and play a key role in delivering a high-quality client experience. The Role Process new business (GIA/IS...

• London
• £40000 - £55000 per annum
• Posted 3 days 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 rec...

• Cheltenham
• £45000 - £52000 per annum
• Posted 3 days ago

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client...

• Bristol
• £45000 - £52000 per annum
• Posted 3 days ago

I'm currently representing a highly respected independent financial advice business who are looking for a Paraplanner to join either their Bristol or Cheltenham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client...

• Uddingston
• £40000 - £50000 per annum + bonus
• Posted 6 days ago

A very rare position has arisen at this excellent IFA practice in Uddingston. This firm is extremely well thought of in the industry and it is an exciting time for a new Paraplanner to join. They work on a hybrid basis with 2 days in the office, 3 at home. The role is really varied and some of th...

• Bristol
• £45000 - £55000 per annum
• Posted 6 days ago

An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing. We are seeking an experienced Par...

• Gloucester
• £40000 - £45000 per annum + Bonus
• Posted 6 days ago

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for an Paraplanner to join their Gloucester team. You'll be worki...

• Glasgow
• £29000 - £32000 per annum
• Posted 6 days ago

Idex consulting are searching for a new and exciting position for an admin support for a Business Development Manager within a Pensions firm. The role will be varied and will include the following: Proactively booking appointments to fill the BDM's diary. Managing the sales pipeline and preparing...

• Edinburgh
• £25000 - £33000 per annum
• Posted 7 days ago

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system and have e...

• London
• £32000 - £45000 per annum + benefits package
• Posted 7 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
• £38000 - £40000 per annum + benefits package
• Posted 8 days ago

Idex Consulting are working with an IFA Practice to recruit an experienced Compliance File Checker in Edinburgh. Key Responsibilities: Conduct comprehensive reviews of pre-sale advice cases and post-sale annual review files (with some annual reviews completed pre-sale where required). Assess file...

• Cambridge
• £50000 - £60000 per annum
• Posted 8 days ago

Are you an experienced Paraplanner (chartered or making strong progress to be) who is looking to jump start your career and work for one of the top wealth management organisation in the UK? We are looking to speak to ambitious, Technical Paraplanners who feel like development and progression just...

• Cambridge
• £40000 - £45000 per annum
• Posted 8 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Cambridge. We 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 candidate with previous technical experience in a P...