Financial Services Jobs

• Blackburn
• £35000 - £45000 per annum
• Posted about 9 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...

• Lincolnshire
• £65000 - £70000 per annum + OTE £100K
• Posted about 13 hours ago

IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire. This firm is renowned for its exceptional reputatio...

• South Yorkshire
• £65000 - £70000 per annum + OTE £100K
• Posted about 13 hours ago

IDEX Consulting are partnering with a prestigious national wealth management firm who are seeking a Financial Planner to join their growing team to inherit an established client book - predominantly based across South Yorkshire and Lincolnshire. This firm is renowned for its exceptional reputatio...

• Glasgow
• £48000 - £50000 per annum
• Posted about 15 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...

• England
• £120000 - £150000 per annum + Bonus
• Posted 1 day ago

A growing national financial planning and wealth management firm is seeking an experienced Regional Director to lead, develop, and supervise financial advice teams across the South West. This senior leadership role combines strategic oversight, regulatory supervision, business development, and in...

• Essex
• £63000 - £85000 per annum + Benefits + Bonus
• Posted 1 day ago

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Essex 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 support uti...

• West Sussex
• £63000 - £75000 per annum + Benefits + Bonus
• Posted 1 day ago

Are you an experienced Financial Advisor (restricted or whole of the market both considered) 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 support utilising the most up to date t...

• Hampshire
• £63000 - £75000 per annum + Benefits + Bonus
• Posted 1 day ago

Are you an experienced Financial Advisor (restricted or whole of the market both considered) 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 support utilising the most up to date t...

• Surrey
• £63000 - £75000 per annum + Benefits + Bonus
• Posted 1 day ago

Are you an experienced Financial Advisor (restricted or whole of the market both considered) 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 support utilising the most up to date t...

• Kent
• £63000 - £80000 per annum + Benefits + Bonus
• Posted 1 day ago

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Kent 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 support util...

• Oxford
• £65000 - £80000 per annum
• Posted 2 days ago

A leading national financial planning business is looking to appoint a qualified Personal Wealth Adviser to join its Financial Planning division in Oxford. This is an employed role within a well-established, growing organisation backed by a major UK banking group and a global asset management fir...

• 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 2 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 2 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 2 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...

• Cardiff
• £30000 - £36000 per annum
• Posted 2 days ago

IDEX Consulting are working with a leading financial advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the paraplanning team. Duties incl...

• Leicester
• £30000 - £37000 per annum
• Posted 2 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 ...

• London
• £75000 - £120000 per annum + Benefits + Bonus
• Posted 2 days ago

A highly regarded Financial Planning / Accountancy practice in London are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential - Salary up to £120k basic for director level + superb bonu...

• East Kilbride
• £60000 - £80000 per annum
• Posted 2 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...