Financial Services jobs

• Borehamwood
• £35000 - £48000 per annum + Bonus
• Posted about 16 hours ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a contin...

• Reading
• £35000 - £48000 per annum + Bonus
• Posted about 16 hours ago

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a contin...

• Glasgow
• £40000.00 - £45000.00 per annum + Excellent benefits package
• Posted about 16 hours ago

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities? Why Join Them? ✅ Career Growth: Structured development programmes, funded qualifications (CII), an...

• Aberdeen
• £40000 - £45000 per annum
• Posted 1 day 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...

• Perth
• £25000 - £30000 per annum
• Posted 1 day 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...

• Spain
• Negotiable
• Posted 2 days ago

I'm working with a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus wi...

• France
• Negotiable
• Posted 2 days ago

I'm working with a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus wi...

• Germany
• Negotiable
• Posted 2 days ago

I'm working with a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus wi...

• Glasgow
• £70000 - £80000 per annum
• Posted 2 days ago

Idex have partnered with a well known firm, who are looking for two ambitious IFA's who will support their exciting 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 person...

• Edinburgh
• £25000 - £35000 per annum
• Posted 2 days ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Edinburgh
• £25000 - £30000 per annum
• Posted 2 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valu...

• City and District of St. Albans
• £60000 - £75000 per annum + benefits package
• Posted 6 days ago

Are you an experienced Financial Advisor looking for a role where you will benefit from inheriting a steady stream of established clients? Do you have the skills and ability to also grow a book of clients from referrals, professional connections, marketing and networking? Finally are you based in...

• Exeter
• £36000 - £40000 per annum
• Posted 6 days ago

A fantastic opportunity has arisen for a Paraplanner to join a leading wealth management firm known for delivering tailored financial advice and investment solutions across the UK. This is an ideal role for someone currently working in a Paraplanner or Junior Paraplanner position. You'll receive ...

• Birmingham
• £35000 - £40000 per annum
• Posted 6 days ago

A fantastic opportunity has arisen for a Paraplanner to join a leading wealth management firm known for delivering tailored financial advice and investment solutions across the UK. This is an ideal role for someone currently working in a Paraplanner or Junior Paraplanner position. You'll receive ...

• Buckinghamshire
• £60000 - £80000 per annum + Benefits + Bonus
• Posted 6 days ago

A highly regarded IFA in Buckinghamshire are looking to add strong experience to their existing high performing team of Advisors. This is a superb opportunity for the following reasons: High net worth client portfolio to inherit from day one Very little new business requirements. This role is all...

• Taunton
• £70000 - £80000 per annum + Bonus
• Posted 6 days ago

Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms? My client is redefining how financial advice is delivered - using a next-generation, end-to-end platform powered by AI, open banking integration, and real-time ...

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

A fantastic opportunity has arisen for an experienced and organised Office Manager to join a well-established Chartered Independent Financial Advice firm based in Henley-in-Arden. This hybrid role offers the flexibility of working both from the office and home, while playing a key role in ensurin...

• Wolverhampton
• £65000 - £75000 per annum + Benefits + Bonus
• Posted 6 days ago

A fantastic opportunity has arisen for a qualified Financial Adviser in Wolverhampton to join a well-established and highly respected Chartered Independent Financial Advice firm. Following a recent acquisition, you will inherit an existing book of loyal clients, with the support and flexibility t...

• Sunderland
• £33000 - £35000 per annum
• Posted 7 days ago

We're on the lookout for experienced Paraplanners to join one of our prominent national financial planning partners based in Sunderland. If you're passionate about delivering high-quality financial planning support and ready to grow within a forward-thinking and inclusive firm, this could be the ...

• Sunderland
• £40000 - £45000 per annum
• Posted 7 days ago

A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning Team Leader role. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadersh...