Financial Services jobs

• Glasgow
• £40000 - £50000 per annum + Bonus
• Posted 1 day ago

Idex consulting are 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 annu...

• Hove
• £40000 - £50000 per annum
• Posted 8 days ago

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Pa...

• Brighton
• £40000 - £50000 per annum
• Posted 8 days ago

I am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Pa...

• Belfast
• £35000 - £42000 per annum
• Posted 8 days ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities? Why Join Them? Career Growth: Structured development programmes, funded qualifications (CII), and ...

• Edinburgh
• £40000 - £50000 per annum
• Posted 9 days ago

An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposu...

• England
• £60000 - £70000 per annum
• Posted 9 days ago

As a Technical Advice Specialist, you'll play a key role in supporting our financial advisers with technically complex advice cases, helping them deliver exceptional solutions for clients with unique or intricate financial needs. You'll act as a trusted technical resource, providing insight into ...

• Leeds
• £50000 - £60000 per annum
• Posted 13 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. The office is based in Leeds and would only require 2 days per week in the office. The business is lookin...

• Birmingham
• £50000 - £55000 per annum
• Posted 14 days ago

The Opportunity We are delighted to offer an excellent opportunity for a Paraplanner to join our team in Birmingham. In this role, you will bring a strong understanding of core financial planning solutions and continue to develop your expertise through exposure to a wide range of client planning ...

• Birmingham
• £45000 - £55000 per annum
• Posted 14 days ago

About the Role An exciting opportunity has arisen for an experienced Paraplanner to join a dynamic and forward-thinking financial planning team in Birmingham. The successful candidate will provide high-quality technical and administrative support to Financial Planners, helping to deliver exceptio...

• Newport
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 15 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Cardiff
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 15 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Bristol
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 15 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Swansea
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 15 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Bath
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 15 days ago

IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across t...

• Hove
• £40000 - £50000 per annum
• Posted 15 days ago

An opportunity has become available for a Paraplanner in the London area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has ex...

• Brighton
• £40000 - £47000 per annum
• Posted 15 days ago

An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma...

• Hove
• £38000 - £45000 per annum + benefits package
• Posted 19 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Brighton
• £38000 - £45000 per annum + benefits package
• Posted 19 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Glasgow
• £45000 - £55000 per annum + benefits package
• Posted 19 days ago

We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools Report Preparation - Draft comprehensiv...

• Edinburgh
• £45000 - £52000 per annum
• Posted 20 days ago

We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow. Key Responsibilities Financial analysis - evaluate clients' income, expenses, assets, liabilities and long-term goals using robust planning tools Report preparation - draft comprehensive...