Financial Services Jobs

• Bristol
• £45000 - £55000 per annum
• Posted about 6 hours ago

An exciting opportunity has arisen with a rapidly expanding wealth management group undergoing significant growth through strategic acquisitions. The business combines the energy of a modern, fast-scaling organisation with the stability of private equity backing. We are seeking an experienced Par...

• Gloucester
• £40000 - £45000 per annum + Bonus
• Posted about 7 hours ago

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for an Paraplanner to join their Gloucester team. You'll be worki...

• Glasgow
• £29000 - £32000 per annum
• Posted about 7 hours ago

Idex consulting are searching for a new and exciting position for an admin support for a Business Development Manager within a Pensions firm. The role will be varied and will include the following: Proactively booking appointments to fill the BDM's diary. Managing the sales pipeline and preparing...

• Glasgow
• £27000 - £28000 per annum + Excellent benefits package
• Posted about 7 hours 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 ...

• Edinburgh
• £25000 - £33000 per annum
• Posted about 23 hours ago

Idex Consulting are working with an IFA Practice to recruit an IFA Support in Edinburgh. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system and have e...

• London
• £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
• £38000 - £40000 per annum + benefits package
• Posted 2 days ago

Idex Consulting are working with an IFA Practice to recruit an experienced Compliance File Checker in Edinburgh. Key Responsibilities: Conduct comprehensive reviews of pre-sale advice cases and post-sale annual review files (with some annual reviews completed pre-sale where required). Assess file...

• Cambridge
• £50000 - £60000 per annum
• Posted 2 days ago

Are you an experienced Paraplanner (chartered or making strong progress to be) who is looking to jump start your career and work for one of the top wealth management organisation in the UK? We are looking to speak to ambitious, Technical Paraplanners who feel like development and progression just...

• Cambridge
• £40000 - £45000 per annum
• Posted 2 days ago

A fantastic opportunity has arisen for an experienced Paraplanner to join a thriving team in Cambridge. We are looking for someone who is flexible and confident to provide their input as the team continues to develop and grow. I am looking for a candidate with previous technical experience in a P...

• 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...

• Edinburgh
• £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...

• 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...

• Leicester
• £30000 - £37000 per annum
• Posted 3 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
• £40000 - £46000 per annum
• Posted 3 days ago

The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealth Preparing pre-approval documentation prior to report writing, ensuring reco...

• Wales
• £70000 - £80000 per annum
• Posted 3 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...

• Chorley
• Up to £30000 per annum
• Posted 3 days ago

My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this succes...

• London
• £75000 - £120000 per annum + Benefits + Bonus
• Posted 3 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...

• Worcester
• £27000 - £28000 per annum
• Posted 3 days ago

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will supp...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted 3 days ago

Award-winning Financial Planning Firm within a large Accountancy Practice who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Pl...

• London
• Negotiable
• Posted 3 days ago

Established Employee Benefits consultant and looking for something a little bit different? I'm partnered with one of the key intermediaries in the market to recruit a Benefits Strategy Consultant to their Southern team. If you're feeling like you've reached a ceiling as a "Consultant" and are loo...