Financial Services jobs

• Bath
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 2 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 2 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 2 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...

• Newport
• £35000 - £45000 per annum + Competitive + benefits + study support
• Posted 2 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 2 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...

• Leeds
• £40000 - £45000 per annum + Bonus
• Posted 6 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...

• Wakefield
• £40000 - £45000 per annum + Bonus
• Posted 6 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...

• Sheffield
• £40000 - £45000 per annum + Bonus
• Posted 6 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...

• North Yorkshire
• £40000 - £45000 per annum + Bonus
• Posted 6 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...

• Wirral
• £40000 - £46000 per annum
• Posted 6 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their team on the Wirral. This is a hybrid role with office attendance just twice a month. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the...

• Glasgow
• Negotiable
• Posted 9 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• Negotiable
• Posted 9 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Edinburgh
• £40000 - £45000 per annum
• Posted 9 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted 9 days ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £26000 - £30000 per annum
• Posted 13 days ago

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain inf...

• Edinburgh
• £26000 - £30000 per annum
• Posted 13 days ago

National Financial Planning business is looking to expand their Paraplanning team where you will support Advisers, and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. RESPONSIBILITIES Obtain inf...

• Harrogate
• £37000 - £40000 per annum
• Posted 15 days ago

IDEX are working with one of the most exciting advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for th...

• Weston-super-Mare
• £40000 - £50000 per annum + bonus
• Posted 16 days ago

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative cul...

• Exeter
• £40000 - £50000 per annum + bonus
• Posted 16 days ago

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative cul...

• Plymouth
• £40000 - £50000 per annum + bonus
• Posted 16 days ago

Are you a detail-oriented Paraplanner looking to join a respected and forward-thinking financial planning firm in the South West? We're working with a leading chartered financial planning practice with a strong presence across the South West. Known for its client-first approach, collaborative cul...