Financial Services Jobs

• Glasgow
• £30000.00 - £35000.00 per annum
• Posted 1 day ago

IDEX Consulting is currently partnered with one of the leading UK pension consultancies in the search for an experienced DB Pension Administrator. This firm are renowned for their family feel culture and excellent staff retention rate, within a supportive environment. You will be responsible for ...

• London
• £60000.00 - £90000.00 per annum + Bonus
• Posted 1 day ago

The Vacancy As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial well-being services, working in a collaborative team environment. You will be supported in building your client base through ...

• Hove
• £20000.00 - £28000.00 per annum
• Posted 1 day ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• Brighton
• £20000.00 - £28000.00 per annum
• Posted 1 day ago

I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Bri...

• London
• £45000.00 - £55000.00 per annum + Benefits + Bonus
• Posted 1 day ago

Are you an experienced, level 4 qualified Paraplanner who is interested in combining that expertise with delivery of advice, or an Adviser who writes your own suitability reports? We're looking for people who are passionate about great client service to join a team of Desk Based Advisors in Londo...

• Edinburgh
• £75000.00 - £100000.00 per annum
• Posted 2 days ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will service a recently acquired client bank. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of ...

• Glasgow
• £60000.00 - £90000.00 per annum
• Posted 2 days ago

A fantastic opportunity has arisen for a number Financial Planner's to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates shoul...

• Devon
• £45000.00 - £65000.00 per annum
• Posted 3 days ago

Are you CAS and seeking an opportunity in Devon? My client is looking for a Planner to join the business to replace a retiring Advisor. The role is situated in North Devon and comes with a client bank of established clients. The successful individual will identify and provide financial planning a...

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

Responsibilities to include but will not be limited to: Experience of working within an IFA firm in an administrative role supporting financial advisers Maintain effective relationships with clients, colleagues and 3rd party firms Point of contact for all client servicing and new business queries...

• Edinburgh
• £40000.00 - £45000.00 per annum
• Posted 3 days ago

A large well known Financial services practice with 4 offices in Scotland is currently looking for an experienced Client Service Manager to be based in their Edinburgh and Dundee office. They provide specialist, independent financial advice to businesses and individuals across Scotland. The succe...

• Leeds
• £45000.00 - £55000.00 per annum + Bonus
• Posted 3 days ago

Are you an experienced, level 4 qualified Paraplanner who is interested in combining that expertise with delivery of advice, or an Adviser who writes your own suitability reports? We're looking for people who are passionate about great client service to join a team of Desk Based Advisors in Leeds...

• Lancashire
• £38000.00 - £47000.00 per annum
• Posted 3 days ago

A new and very exciting opportunity has arisen within this highly regarded boutique national firm. We are looking for a high end Paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products. Preparing the fund swit...

• Edinburgh
• £20000.00 - £25000.00 per annum
• Posted 3 days ago

Idex Consulting are recruiting for an experienced administrator to join an IFA practice in Edinburgh. Your main responsibilities in this role will be: Using automated letter of authority process. Extracting provider information into the template with the aid of AI Generating additional informatio...

• Birmingham
• £27000.00 - £32000.00 per annum
• Posted 4 days ago

About our client An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. About the role This role will suppor...

• Birmingham
• £35000.00 - £50000.00 per annum
• Posted 4 days ago

A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning. This is an excellent progressive career opportunity to join a tech-savvy ...

• Edinburgh
• £10000 - £75000 per annum
• Posted 4 days ago

IDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years. Outside of a long-established London base, the business has created new offices across Leeds, Edinburgh and Bristol since 2020 and brou...

• Glasgow
• Up to £30000.00 per annum
• Posted 4 days ago

A leading Wealth Management brand with a growing Pensions and Benefits team, are searching for experience Client Relationship Managers to join their growing teams in Scotland Job summary: Reporting directly to EB Section Managers, this is a key role, managing and administering a portfolio of empl...

• Aberdeen
• £65000.00 - £85000.00 per annum
• Posted 4 days ago

A new opportunity has arisen to join a well established, successful IFA practice in Aberdeen to take over an existing portfolio. You will receive referrals and use existing introducers whilst creating new business development opportunities. You will manage the existing clients whilst trying to in...

• Glasgow
• £25000.00 - £30000.00 per annum + Excellent benefits package
• Posted 4 days ago

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new of...

• Manchester
• £45000.00 - £55000.00 per annum
• Posted 4 days ago

Are you an experienced, level 4 qualified Paraplanner who is interested in combining that expertise with delivery of advice, or an Adviser who writes your own suitability reports? We're looking for people who are passionate about great client service to join a team of Desk Based Advisors in Manch...