Financial Services jobs

• Leeds
• £70000 - £100000 per annum + discretionary bonus
• Posted 3 days ago

A national Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team. Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the ...

• Knutsford
• £40000 - £47000 per annum
• Posted 3 days ago

My client is a small HNW business near Knutsford and they are currently looking for an experienced Paraplanner to join their team. As a Paraplanner you'll play a vital role in supporting their Financial Planners to deliver bespoke solutions to their high-net-worth clients. This is a client-focuse...

• Edinburgh
• £80000 - £85000 per annum
• Posted 8 days ago

Job Profile Summary As an Adviser Training & Transition Manager, you will play a pivotal role in equipping our advisers to succeed-both in the classroom and in practice. You will be primarily responsible for delivering, facilitating, and enhancing engaging learning experiences for our adviser pop...

• Edinburgh
• £25000 - £30000 per annum
• Posted 9 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valu...

• Birmingham
• £80000 - £90000 per annum + Bonus + Equity (EMI)
• Posted 9 days ago

A Strategic Opportunity for an Established Adviser A well-established, independent financial planning firm operating at the higher end of the market is seeking a Senior Independent Financial Adviser to join the business as part of its long-term growth strategy. This opportunity is ideal for an ex...

• Cheltenham
• £26000 - £32000 per annum + Bonus
• Posted 10 days ago

I'm currently looking for a Client Administrator to join a leading financial advisory group based in Cheltenham. Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in client administration within the financial planning industry. Responsibilities...

• Manchester
• £70000 - £80000 per annum + benefits package
• Posted 10 days ago

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rel...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 10 days ago

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...

• Belfast
• £75000 - £90000 per annum + Excellent benefits package
• Posted 10 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, ...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 10 days ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research,...

• Glasgow
• £40000 - £45000 per annum
• Posted 10 days ago

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Glasgow (typically once per month). The role operates within a fast paced enviro...

• Edinburgh
• £25000 - £35000 per annum
• Posted 17 days ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Edinburgh
• £32000 - £38000 per annum
• Posted 17 days ago

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, ...

• Blackburn
• Up to £40000 per annum
• Posted 17 days ago

My client is currently looking for a fully qualified and experienced Mortgage and Protection Adviser who can manage and lead a small team of Mortgage Advisers near Blackburn. Responsibilities The successful candidate will be responsible servicing their own clients and sourcing new areas of busine...

• Leeds
• £80000 - £110000 per annum
• Posted 18 days ago

An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier investment bank, primarily serving high-net-worth and ultra-high-net-worth clients. Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the wealth manag...

• Manchester
• £45000 - £50000 per annum
• Posted 22 days ago

My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main ...

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted 22 days ago

Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both ne...

• East Kilbride
• £60000 - £65000 per annum + excellent bonus structure
• Posted 23 days ago

Idex have partnered with a very established IFA practice with a base in East Kilbride, who are looking for a Financial Adviser who will deliver high-quality financial planning to their clients. This role offers: A warm pipeline and a ready-made portfolio of clients and prospects through the firm'...

• Newcastle-under-Lyme
• £40000 - £45000 per annum
• Posted 23 days ago

My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme. The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of co...

• Edinburgh
• £28000 - £33000 per annum
• Posted 23 days ago

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new busine...