Financial Services jobs

• Royal Tunbridge Wells
• £35555 - £42000 per annum + benefits package
• Posted about 7 hours ago

Are you currently working within Financial Planning support role but feel like you aren't getting the development and career development you are looking for? Are you based within the Kent area and able to commute to the office in Tunbridge Wells? I'm working with an established Independent Financ...

• Borehamwood
• £28000 - £32000 per annum + Benefits + Bonus
• Posted about 7 hours ago

An opportunity has become available for a Financial Planning Administrator near Borehamwood to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficientl...

• Warwickshire
• £30000 - £32000 per annum + benefits package
• Posted about 7 hours ago

Overview We are seeking a highly organised and detail-oriented Client Wealth Administrator to support the delivery of exceptional financial planning services. This is a great opportunity to join a growing, client-focused business that values professionalism, trust, and long-term relationships. As...

• Stirling
• £27000 - £28500 per annum + benefits package
• Posted 1 day ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...

• Cardiff
• £45000 - £65000 per annum + Bonus
• Posted 1 day ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Bath
• £45000 - £65000 per annum + Bonus
• Posted 1 day ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Glasgow
• £40000 - £45000 per annum + benefits package
• Posted 1 day ago

We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools. Report Preparation - Draft comprehens...

• Edinburgh
• £40000 - £45000 per annum + benefits package
• Posted 1 day ago

We are recruiting on behalf of a well respected financial planning firm with offices in Edinburgh and Glasgow,. Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools. Report Preparation - Draft comprehens...

• Manchester
• US$80000.00 - US$120000.00 per annum
• Posted 1 day ago

About Us: Independent broker who operate across Europe who also have a foothold in the employee benefits market. Job Description: We are seeking a strategic Head of Compliance to lead the compliance function. This pivotal role will oversee our compliance efforts across all operations, including a...

• Surrey
• US$80000.00 - US$120000.00 per annum
• Posted 1 day ago

About Us: Independent broker who operate across Europe who also have a foothold in the employee benefits market. Job Description: We are seeking a strategic Head of Compliance to lead the compliance function. This pivotal role will oversee our compliance efforts across all operations, including a...

• New York
• US$220000.00 - US$400000.00 per annum
• Posted 1 day ago

About Us: A leading firm in the insurance brokerage and Managing General Agent (MGA) sector, recognized for their dedication to regulatory compliance and exceptional service. Job Description: We are seeking a skilled and meticulous VP / Regulatory Counsel to join our team in New York City. This r...

• New York
• US$200000.00 - US$300000.00 per annum
• Posted 1 day ago

About Us: Join a leading Property and Casualty (P&C) insurance company renowned for innovation, excellence, and a customer-centric approach. Job Description: We are seeking a highly experienced and dynamic Head of Compliance to lead our compliance function. This role is pivotal in ensuring our op...

• Manchester
• £65000 - £85000 per annum + Benefits + Car
• Posted 1 day ago

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Manches...

• Preston
• £65000 - £85000 per annum + Benefits + Car
• Posted 1 day ago

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston...

• London
• £60000 - £90000 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 ...

• Kent
• £90000 - £110000 per annum + OTE + benefits
• Posted 1 day ago

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Kent. This firm is renowned for its excepti...

• Buckinghamshire
• £11000 - £90000 per annum + OTE + Benefits
• Posted 1 day ago

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Buckinghamshire. This firm is renowned for ...

• London
• £90000 - £140000 per annum
• Posted 1 day ago

Role: A Chartered IFA practice in London require an extremely experienced Chartered Financial Advisor to join the team You will inherit a high value client book that has been cultivated by the existing advisor for over 40 years! Portfolio of 115 households with circa £100 million AUM You will pro...

• London
• £70000.00 - £100000.00 per annum + bonus and benefits
• Posted 1 day ago

This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for a chartered independent financial planning practice with offices based in London. This is a fantastic opportunity to join an award-winning team of Advisers, who's core values are b...

• London
• £65000.00 - £80000.00 per annum + benefits package
• Posted 1 day ago

I have an incredible opportunity in London for an experienced Financial Planner. This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base. Offering top end, tech ...