Financial Services jobs

• Aberdeenshire
• £22000.00 - £30000.00 per annum
• Posted about 3 hours 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...

• Bromsgrove
• £70000 - £90000 per annum
• Posted about 3 hours ago

IDEX are exclusively representing a Wealth Manager in the Midlands who are looking for a Head of Advice & Controls. This is a project role that will support the compliance leadership team in identifying regulatory or operational gaps in the advice process. You will work with the senior leadership...

• North Yorkshire
• £90000.00 - £110000.00 per annum
• Posted about 3 hours ago

IDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team. With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift...

• Manchester
• £42000 - £45000 per annum
• Posted about 3 hours ago

My client is based in Manchester and they are looking for a Compliance Monitoring Officer to join their team. The business operates a hybrid working model. The main purpose of the role is to provide a file review service to the clients of the business. The file reviews will mainly be for medium t...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted about 3 hours ago

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an am...

• Glasgow
• £32000 - £38000 per annum + Bonus
• Posted about 3 hours ago

Wealth Management Administrator Salary: £32,000 - £38,000 Location: Glasgow Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. This is...

• London
• £55000.00 - £90000.00 per annum
• Posted about 3 hours ago

I'm partnered with an established client to support them with 2 Associate DC/DC Consultant roles which can be based anywhere in the UK. This DC team is unrivalled and is the largest group of DC experts (including governance, scheme design, Investment Consultants, provider and Technical Researcher...

• Manchester
• £45000 - £60000 per annum
• Posted about 23 hours ago

An award-winning National Financial Planning Firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in the North West. With offices in Manchester and Liverpool they can accommodate someone in either office. You will be responsible for provi...

• Herefordshire
• £70000 - £75000 per annum
• Posted 4 days ago

Are you a highly motivated and experienced Financial Adviser seeking not just your next role, but a genuine opportunity to take ownership and lead? We're offering a rare opportunity to step into the leadership of a highly respected financial advice business based in Herefordshire, with c.£45m in ...

• Edinburgh
• Negotiable
• Posted 5 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• Glasgow
• Negotiable
• Posted 5 days ago

My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical rese...

• London
• £60000 - £65000 per annum + benefits package
• Posted 5 days ago

Are you an experienced, technical Paraplanner who is either currently working in the UHNW space or is keen to make that jump into it? Do you have ambitions to ultimately move into a financial advisory position dealing with mass affluent clients within specialist advice areas such as sports, media...

• Royal Tunbridge Wells
• £40000 - £48000 per annum + benefits package + bonus
• Posted 5 days ago

I have a superb opportunity for an experienced Paraplanner in the Tunbridge Wells area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 dipl...

• Edinburgh
• £40000 - £45000 per annum
• Posted 5 days ago

Purpose Working closely with 2-3 Advisers within the group supporting them with their workloads and the day to day activities and ongoing support for both new and existing clients. Responsibilities Support Advisers in ensuring the annual ongoing suitability targets are met by setting up meetings,...

• Bracknell
• £25000 - £30000 per annum
• Posted 6 days ago

We are working with a large wealth management company looking to take on a Financial Services Administrator to support one or more Financial Planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning...

• Bromsgrove
• £35000 - £38000 per annum + bonus + benefits
• Posted 6 days ago

Are you an experienced financial planning administrator looking to take the next step in your career? We're looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high le...

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

I'm currently partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into ...

• London
• £30000 - £40000 per annum
• Posted 6 days ago

We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning...

• England
• £40000 - £47000 per annum
• Posted 6 days ago

We're partnering with a dynamic client in the financial services sector, seeking an experienced HR professional to join their expanding team. With hubs across the UK, location flexibility is a key advantage. Role Highlights: Employee Relations: Manage and resolve complex employee issues, fosterin...

• England
• £45000 - £65000 per annum
• Posted 6 days ago

About the Role A national wealth management and financial planning group, backed by a credible private equity investor, is looking for an experienced Advice Operations Training Lead to join their growing team. The firm is reshaping how financial advice is delivered - combining human insight, smar...