All jobs near United Kingdom in the Financial Services sector

• Liverpool
• £25000 - £30000 per annum
• Posted about 21 hours ago

My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team. Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their persona...

• City of London
• Up to £65000 per annum
• Posted 1 day ago

About Us My client is one of the UK's fastest-growing, most forward-thinking financial planning practices blending award-winning Chartered advice with a modern, human approach. Their culture is ambitious, warm, and collaborative, and every voice helps shape the future of advice. Join them to be p...

• Leeds
• £32000 - £45000 per annum + benefits package
• Posted 1 day 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
• £30000 - £34000 per annum + benefits package
• Posted 2 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...

• Hertford
• £90000 - £110000 per annum + benefits package
• Posted 2 days ago

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Hertfordshire area. This firm is renown...

• Glasgow
• £80000 - £110000 per annum + Bonus
• Posted 2 days ago

A leading Private Bank are seeking an additional Relationship Manager to join their growing presence in Scotland. Based out of either Edinburgh or Glasgow, you will be the principal point of contact for HNW and UHNW clients - responsible for delivering comprehensive wealth-management solutions, d...

• Taunton
• £55000 - £65000 per annum + Bonus
• Posted 2 days ago

I'm partnering with a leading, award-winning Chartered Financial Planning firm that's launching its first-ever desk-based adviser role - a unique opportunity to deliver exceptional financial advice to an established portfolio of loyal clients. Following a major client segmentation project, the bu...

• England
• £50000 - £80000 per annum
• Posted 3 days ago

An exciting opportunity has arisen for a Review-Focused Financial Advisor to join an award-winning national firm in a home-based capacity. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-qual...

• Lincoln
• £28000 - £32000 per annum
• Posted 3 days ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their established team in Lincoln. This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are ...

• Manchester
• £35000 - £45000 per annum
• Posted 3 days ago

My client is currently looking for an experienced Paraplanner to join their team in South Manchester. Principal accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients...

• West Midlands
• £60000 - £80000 per annum
• Posted 3 days ago

About the role We're expanding rapidly in a dynamic and evolving wealth management environment, backed by strong private equity support and driven by a strategy focused on growth through acquisition and innovation. This is an exciting time to join a business that combines the energy of a start-up...

• London
• £40000.00 - £60000.00 per annum
• Posted 3 days ago

Looking for a homebased benefits opportunity? I'm keen tp speak with experienced Consultants either from a large corporate healthcare background willing to learn risk (provider or broker) or a risk and health consultant This is a great opportunity if you want to work across multiple product lines...

• West Sussex
• £55000 - £68000 per annum
• Posted 4 days ago

Responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support in a highly professional, client focused practice. Key Responsibilities Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of c...

• Birmingham
• £50000 - £55000 per annum
• Posted 4 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 ...

• Glasgow
• £27000.00 - £28000.00 per annum + Excellent benefits package
• Posted 8 days ago

Financial Planning Administrator Glasgow Idex Consulting have new opportunities for Financial Planning administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including ...

• Blackburn
• £35000 - £45000 per annum
• Posted 8 days 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...

• England
• £60000 - £85000 per annum + benefits package
• Posted 8 days ago

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make info...

• North London
• £70000 - £85000 per annum
• Posted 9 days ago

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the North London area and looking to accelerate your advisory career? Would you be interested in inheriting a large number of established HNW clients? Do you want full admin and paraplanning supp...

• Essex
• £50000 - £80000 per annum
• Posted 9 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 ...

• North Yorkshire
• £40000 - £45000 per annum
• Posted 10 days ago

Are you a highly experienced Paraplanner ready to take the next step into leadership? This is an exciting opportunity to join a fast-growing, independent financial advice and fund management group with a strong national presence and an inclusive, collaborative culture. You'll be joining a well-es...