Financial Services Jobs

• Newcastle upon Tyne
• £35000.00 - £45000.00 per annum
• Posted 5 minutes ago

Our clients are looking for a Paraplanner in Newcastle to join a growing financial planning firm that offer hybrid working. They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assis...

• West Midlands
• £60000.00 - £80000.00 per annum
• Posted 10 minutes ago

Senior Chartered Financial Planner North Birmingham with hybrid working. Competitive package and genuine career opportunity. About our client A new model styled and client-centric Financial Planning firm offering quality life-style focused solutions. About the opportunity Deliver high quality cli...

• Glasgow
• £40000.00 - £50000.00 per annum + flexible working from home
• Posted about 2 hours ago

A new and really exciting opportunity has arisen to work with a top producing IFA to work 1-2-1 on their reports and research. You will be involved in the following: Prepare research and complete both review and recommendation reports for the following: Pension switch/transfer recommendations. Ar...

• Bristol
• £25000.00 - £32000.00 per annum
• Posted about 4 hours ago

We are partnered with a leading Wealth Management firm to recruit a Corporate Client Support Administrator into their client support team. Employee Benefits is a huge focus for them with an upcoming launch adding to their proposition and create a huge opportunity to generate further income. Respo...

• Leicester
• Up to £25000.00 per annum
• Posted about 21 hours ago

We are partnered with a UK leading Wealth management firm who are recruiting for an EB Co-ordinator to their Employee Benefits team. Working closely with directors, this is an exciting opportunity to provide first line support to the consultancy team ensuring how they operate is well-organised, s...

• London
• £90000.00 - £120000.00 per annum
• Posted about 22 hours ago

I am working with a leading Wealth Management business who is seeking a Financial Planning Manager to lead in a team in London. In addition to managing the growth and development of their Advisors, the successful candidate will oversee the growth plans within the region. The ideal candidate for t...

• Leeds
• £40000.00 - £50000.00 per annum
• Posted 1 day ago

Our clients are looking for a Paraplanner in Leeds to join a growing financial planning firm that offer hybrid working. They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Planners and assisting...

• North Yorkshire
• £29000.00 - £30000.00 per annum
• Posted 1 day ago

Our client is looking for a Trainee Paraplanner to join their growing team. You will be dealing predominately with servicing cases, write suitability reports to support planners ensuring client service and compliance are delivered at all times. The ideal candidate will work from home. Key Account...

• Glasgow
• £28000.00 - £32000.00 per annum + flexible working
• Posted 2 days ago

One of the UK's largest Wealth Management firms are looking for an Investment Administrator to join their busy and growing team in Glasgow. Due to the fast paced nature of this role, the business are ideally seeking somebody with recent and relevant experience within an investment/wealth manageme...

• Birmingham
• £80000.00 - £140000.00 per annum
• Posted 2 days ago

About our client Idex is delighted to be retained and working in partnership with this award winning and highly successful practice. Our client is a true partner-owned independent financial planning firm offering modern day financial planning solutions to private individuals and business owners. ...

• Salisbury
• £50000.00 - £65000.00 per annum
• Posted 2 days ago

A national leader in private client advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in Salisbury. Due to expansion, they're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Management and Marketi...

• Bristol
• £50000.00 - £65000.00 per annum
• Posted 2 days ago

A national leader in private client advice, are seeking an experienced Financial Planner to join their dynamic and forward-thinking team in Bristol. Due to expansion, they're searching for a well-networked, client-facing adviser to work collaboratively with the Investment Management and Marketing...

• West Midlands
• £50000.00 - £60000.00 per annum
• Posted 3 days ago

Idex have partnered with a local advice business to support a succession plan of an IFA director planning to exit due to retirement. This well regarded independent advice firm has built a loyal client base over 3 decades by providing quality financial planning and offering exceptional client serv...

• Cardiff
• £35000.00 - £40000.00 per annum + OTE £75k
• Posted 3 days ago

Are you a mortgage and protection adviser who has recently qualified with your level 4 diploma in financial planning? Or maybe you hold your CeMap qualifications and Level 4 in financial planning but haven't had the opportunity to move into a client facing role? Looking for that opportunity to ki...

• 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...

• Sheffield
• £25000.00 - £28000.00 per annum
• Posted 3 days ago

My client has a growing business and are looking for a Consultant Support/Trainee Paraplanner who are ambitious to step up and get involved in all the tasks and duties of this role. This role is for candidates who are hungry for progression and self-development with a good understanding of Financ...

• Leeds
• £38000.00 - £40000.00 per annum + benefits package
• Posted 3 days ago

IDEX are supporting our client who are looking for a Paraplanner to join their team. This role is to provide an excellent technical support service to advisers and clients, ensuring that high quality financial advice is researched, documented and evidenced on all occasions. Role Responsibilities:...

• Middlesbrough
• £30000.00 - £38000.00 per annum
• Posted 3 days ago

Our award-winning Pensions Consultancy client is currently looking for a number of Pension Administrators (all levels up to Senior), with DB experience, to join their Middlesborough-based team. Their teams of pensions administrators provide services to a wide-range of trust-based company pension ...

• Perth
• £50000.00 - £60000.00 per annum
• Posted 3 days ago

This represents a superb opportunity to join a successful IFA firm. Their core beliefs are treating clients, staff, product providers and business partners honestly, professionally and with integrity. The partners are now looking for a talented individual to assume overall responsibility for the ...

• Edinburgh
• £22000.00 - £30000.00 per annum
• Posted 3 days ago

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: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems A...