Financial Services jobs

• Blackburn
• £35000 - £45000 per annum
• Posted about 11 hours ago

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working a...

• Glasgow
• £48000 - £50000 per annum
• Posted about 17 hours 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 lett...

• Edinburgh
• £80000 - £85000 per annum
• Posted 2 days ago

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will count on you to: Work with yo...

• Glasgow
• £80000 - £85000 per annum
• Posted 2 days ago

Idex Consulting has a vacancy for a Financial Planner to take over an established area of existing clients and new business opportunities. The clients are based in Scotland, mainly the Glasgow and Edinburgh area. FUM is £70m - roughly £400k recurring income They will count on you to: Work with yo...

• Wales
• £70000 - £80000 per annum
• Posted 3 days 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...

• Leeds
• £32000 - £45000 per annum + benefits package
• Posted 3 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...

• Manchester
• £25000 - £26000 per annum + benefits package
• Posted 3 days ago

My client is currently looking for two SIPP Administrators to join their team in Manchester or Edinburgh. 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 ret...

• Leicester
• £30000 - £37000 per annum
• Posted 3 days 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 ...

• East Kilbride
• £60000 - £80000 per annum
• Posted 3 days ago

Idex have partnered with a wealth management company with an office in East Kilbride 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 central belt and pride themselves on b...

• Glasgow
• £60000 - £70000 per annum
• Posted 3 days 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, ...

• Edinburgh
• £25000 - £33000 per annum
• Posted 3 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...

• Redditch
• £27000 - £30000 per annum
• Posted 7 days ago

We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients. This is an exciting opportunity for a proactive a...

• Redditch
• £37000 - £40000 per annum
• Posted 7 days ago

An established and highly regarded independent financial planning firm, is looking to appoint an experienced Paraplanner to join its growing team based on the outskirts of Redditch. This business prides itself on delivering truly independent advice, offering clients access to the whole of the mar...

• Norwich
• £40000 - £55000 per annum
• Posted 10 days ago

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-fa...

• Bristol
• £70000 - £80000 per annum + bonus + benefits
• Posted 10 days ago

A well-established Chartered independent wealth management firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative,...

• Wellington
• £75000 - £80000 per annum
• Posted 10 days ago

A well-established and growing wealth management firm is looking to appoint an experienced Financial Adviser to join its South West team, reporting directly to the Head of Wealth Management. This is a fantastic opportunity for a Level 4 qualified Adviser who enjoys delivering truly holistic finan...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 11 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...

• Glasgow
• £40000 - £60000 per annum + OTE £100K
• Posted 15 days ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should ...

• Edinburgh
• £30000 - £37500 per annum
• Posted 16 days ago

An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Planning Assistant into their team. You will be part of a team providing support to Financial Planners. Responsibilities: Using Xplan system and a variety of platforms Obtain quotes, illustrations, produ...

• Essex
• £50000 - £80000 per annum
• Posted 17 days ago

Role Description Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support ...