Financial Services Jobs

• Essex
• £50000 - £80000 per annum
• Posted about 22 hours 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 about 22 hours 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...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted about 22 hours ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted about 22 hours ago

Idex have partnered with a boutique wealth management company who are looking for a Chartered 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 p...

• London
• £50000.00 - £70000.00 per annum + benefits package
• Posted about 22 hours ago

I'm partnered with a leading global insurance broker to appoint a Pensions & Benefits Consultant to their team - this is a great opportunity for an Associate Consultant ready to progress into Consulting or someone with a few years advising corporate clients. To be considered for this role, you mu...

• Edinburgh
• £45000 - £50000 per annum
• Posted 1 day ago

Our client, is a highly reputable Wealth Managers based in Edinburgh. 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, report writing, recommendations and liais...

• Leeds
• £32000 - £42000 per annum
• Posted 5 days ago

A leading Financial Advisory and Accountancy firm with strong presence across the north of England and Scotland have an exciting opportunity for a Paraplanner to join they growing team. Due to movements within the team structure, this is a newly created opportunity and will allow for strong devel...

• England
• £70000 - £80000 per annum
• Posted 6 days ago

This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. The purpose of this role is to offer constructive technical advice support to advisers and other stakeholders of the business at the initial and final stages of the advice proces...

• Bromsgrove
• Negotiable
• Posted 6 days ago

This is a part time opportunity and in return, you will receive a competitive salary and range of benefits. The purpose of this role is to offer constructive technical advice support to advisers and other stakeholders of the business at the initial and final stages of the advice process. As our S...

• Birmingham
• £75000 - £90000 per annum
• Posted 6 days ago

A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deli...

• Birmingham
• £75000 - £90000 per annum
• Posted 6 days ago

A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delive...

• Aberdeen
• £40000 - £45000 per annum + benefits package
• Posted 6 days ago

The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact...

• Aberdeen
• £25000 - £32000 per annum
• Posted 6 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice. You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Using IO system and a variety of p...

• West Sussex
• £35000 - £40000 per annum + benefits package
• Posted 6 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...

• London
• £60000 - £75000 per annum + Benefits + Bonus
• Posted 6 days ago

Are you a highly experienced mortgage professional seeking an exciting new challenge? Have you the skills to lead and grow a mortgage operation within a dynamic wealth management practice with huge growth plans? I want to speak with people who can demonstrate a track record of success, are entrep...

• Horsham
• £38000 - £45000 per annum + benefits package
• Posted 6 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Hove
• £38000 - £45000 per annum + benefits package
• Posted 6 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Kent
• £38000 - £45000 per annum + benefits package
• Posted 6 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• London
• £38000 - £45000 per annum + benefits package
• Posted 6 days ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has experience as a Parap...

• Newcastle upon Tyne
• £45000 - £55000 per annum
• Posted 7 days ago

A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices. This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst...