Financial Services jobs

• London
• £28000 - £32000 per annum + Benefits + bonus
• Posted about 17 hours ago

As we see a trend towards a return to the office there are still Financial Planning clients of ours who embrace experienced professional working fully remote. Below is once such excellent opportunity. An opportunity has become available for a Financial Planning Administrator to join a growing fin...

• Leeds
• £50000 - £60000 per annum + Bonus + Benefits
• Posted about 17 hours ago

Are you an experienced Financial Planner looking to focus on delivering expert advice to engaged, existing clients within a supportive, forward-thinking organisation? Our client, a leading financial wellbeing and retirement planning provider, is seeking a Strategic Planner - Private Wealth (Exist...

• Arundel
• £35000 - £40000 per annum + Bonus
• Posted 2 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Cardiff
• £35000 - £40000 per annum + Bonus
• Posted 2 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Cheltenham
• £35000 - £40000 per annum + Bonus
• Posted 2 days ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join the following locations - Cheltenham, Cardiff, Arundel. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties inclu...

• Plymouth
• £70000 - £75000 per annum + Benefits
• Posted 2 days ago

I'm excited to be partnering with a prestigious independent financial advice firm. They are seeking an experienced Financial Planner to join their growing team in their Plymouth office. This is an exceptional and rare opportunity to take over an established client bank from a retiring advisor. Th...

• Taunton
• £70000 - £75000 per annum
• Posted 2 days ago

I'm working with a leading wealth management firm based in Taunton that's looking to welcome a Independent Financial Advisor to their expanding team. Following continued success, they're keen to hear from Financial Advisors with experience, ideally based locally to Taunton. Requirements Level 4 q...

• England
• £50000 - £60000 per annum
• Posted 2 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...

• London
• £85000 - £120000 per annum + Benefits + Bonus
• Posted 2 days ago

A Senior Director level Financial Planning position based in the heart of the city. Responsible for building relationships with both new and existing private clients giving holistic financial advice to a growing portfolio. Lead flow for prospective clients will arise from a variety of sources inc...

• Royal Tunbridge Wells
• £35555 - £42000 per annum + benefits package
• Posted 3 days ago

Are you currently working within Financial Planning support role but feel like you aren't getting the development and career development you are looking for? Are you based within the Kent area and able to commute to the office in Tunbridge Wells? I'm working with an established Independent Financ...

• Borehamwood
• £28000 - £32000 per annum + Benefits + Bonus
• Posted 3 days ago

An opportunity has become available for a Financial Planning Administrator near Borehamwood to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficientl...

• Warwickshire
• £30000 - £32000 per annum + benefits package
• Posted 3 days ago

Overview We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships. As...

• Stirling
• £27000 - £28500 per annum + benefits package
• Posted 4 days ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...

• Cardiff
• £45000 - £65000 per annum + Bonus
• Posted 4 days ago

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

• Bath
• £45000 - £65000 per annum + Bonus
• Posted 4 days ago

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

• Glasgow
• £40000 - £45000 per annum + benefits package
• Posted 4 days ago

We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools. Report Preparation - Draft comprehens...

• Edinburgh
• £40000 - £45000 per annum + benefits package
• Posted 4 days ago

We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools. Report Preparation - Draft comprehens...

• Manchester
• US$80000.00 - US$120000.00 per annum
• Posted 4 days ago

About Us: Independent broker who operate across Europe who also have a foothold in the employee benefits market. Job Description: We are seeking a strategic Head of Compliance to lead the compliance function. This pivotal role will oversee our compliance efforts across all operations, including a...

• Surrey
• US$80000.00 - US$120000.00 per annum
• Posted 4 days ago

About Us: Independent broker who operate across Europe who also have a foothold in the employee benefits market. Job Description: We are seeking a strategic Head of Compliance to lead the compliance function. This pivotal role will oversee our compliance efforts across all operations, including a...

• New York
• US$220000.00 - US$400000.00 per annum
• Posted 4 days ago

About Us: A leading firm in the insurance brokerage and Managing General Agent (MGA) sector, recognized for their dedication to regulatory compliance and exceptional service. Job Description: We are seeking a skilled and meticulous VP / Regulatory Counsel to join our team in New York City. This r...