Financial Services Jobs

Found 265 jobs
    • Birmingham
    • £35000.00 - £50000.00 per annum
    • Posted about 10 hours 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 ...

    • Birmingham
    • £35000.00 - £45000.00 per annum
    • Posted about 10 hours ago

    A fantastic opportunity has arisen for an experienced paraplanner to join a top tier advice practice. Idex are working with a prestigious client to search for a candidate with previous experience in a Paraplanner role. The primary duties for this role includes research and report writing and as s...

    • Birmingham
    • £35000.00 - £40000.00 per annum
    • Posted about 10 hours ago

    My client is a UK wide IFA group with as strong presence in the Midlands. Following a period of expansion they now service clients across four well placed offices throughout the region. Due to growth they are seeking a Paraplanner to join a friendly and hardworking team supporting a team of Finan...

    • Glasgow
    • Up to £24000.00 per annum
    • Posted about 14 hours ago

    To provide support to the Health & Protection Consultants within the Desk Based Team of Employee Benefits division. Always adhering to the company's' compliance processes. Responsibilities: Day to day administration of membership amendments and keeping Consultants informed of any queries Sending ...

    • Wigan
    • £35000.00 - £45000.00 per annum
    • Posted about 14 hours ago

    Our Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. THE ROLE: Providing technical, research and administrative support Production of compliant and detailed client s...

    • Perth
    • £60000.00 - £75000.00 per annum + Excellent benefits package and bonus
    • Posted about 14 hours ago

    This well known firm are looking for a Financial Planner to join their growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations. The ideal candid...

    • Glasgow
    • £25000.00 - £30000.00 per annum + Excellent benefits package
    • Posted about 14 hours 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...

    • Glasgow
    • £23000 - £30000 per annum + Excellent benefits package
    • Posted about 14 hours ago

    The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

    • Leeds
    • £50000.00 - £65000.00 per annum
    • Posted about 15 hours ago

    Our client, an established financial advisory firm with presence across the UK, require a Financial Planner to join their Leeds offices. With a proven ability to help the existing team achieve new business targets, you will be supported by a strong leadership team that encourages autonomy and fle...

    • Edinburgh
    • £10000 - £75000 per annum
    • Posted about 15 hours 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...

    • Leeds
    • £70000.00 - £100000.00 per annum
    • Posted about 15 hours 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...

    • Aberdeen
    • £65000.00 - £85000.00 per annum
    • Posted 5 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...

    • Manchester
    • £24000.00 - £28000.00 per annum
    • Posted 6 days ago

    My client is currently looking for two SIPP Administrators to join their team in Manchester. 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 retirement Proce...

    • London
    • £40000.00 - £50000.00 per annum
    • Posted 7 days ago

    I am exclusively working for an award winning IFA with an office in London for a Paraplanner to join the established team. This role can be a long term paraplanning role or there is a direct structured pathway into a Trainee IFA position. The role will involve the following Obtain illustrations, ...

    • Glasgow
    • £40000.00 - £45000.00 per annum
    • Posted 7 days ago

    I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review lette...

    • West Midlands
    • £35000.00 - £40000.00 per annum
    • Posted 8 days ago

    Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do? Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outco...

    • London
    • £60000.00 - £75000.00 per annum
    • Posted 8 days ago

    Idex are exclusively working with a leading Energy Consultancy as they seek to appoint a Senior Market Analyst in their London office. This is a key hire for my client, where you will have a pivotal role in leading commercial projects for their Crude markets. You can also expect to be involved in...

    • Manchester
    • £30000 - £40000 per annum + Benefits
    • Posted 8 days ago

    My client is currently looking for a Paraplanner to join their team in Manchester. Main Duties Assist in creating financial planning solutions based on client objectives Prepare suitability letters in line with agreed recommendations Complete client review work within the required timescales Anal...

    • Altrincham
    • £35000 - £40000 per annum + Benefits
    • Posted 8 days ago

    My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional...

    • Edinburgh
    • £65000.00 - £85000.00 per annum + flexible working from home
    • Posted 8 days ago

    Independent Financial Adviser - Edinburgh + excellent bonus + potential share option. My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future f...

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