Financial Services jobs

• Edinburgh
• £25000 - £32000 per annum
• Posted about 6 hours ago

Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an IFA Administrator. Key Responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.) Liaise with providers to obtain client product detai...

• Edinburgh
• £45000 - £52000 per annum
• Posted about 6 hours 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 comprehensive...

• Aberdeen
• £60000.00 - £75000.00 per annum + bonus and car
• Posted 1 day ago

An excellent opportunity has arisen for an experienced financial adviser to join a highly successful Wealth Planning Firm with a large office based in the heart of Aberdeen. You will be given a full client bank and will be giving holistic financial advice to individuals including a number of high...

• Glasgow
• £45000.00 - £55000.00 per annum + Excellent benefits package
• Posted 1 day ago

We are currently working with a reputable wealth management business with offices in Glasgow. Due to growth and success over the last year, they are now looking to bolster the team by adding another paraplanner. Their current requirement is for an experienced Paraplanner to join the business to p...

• Glasgow
• £50000.00 - £60000.00 per annum + Bonus
• Posted 1 day ago

Idex Consulting have an 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. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a fe...

• London
• £40000 - £60000 per annum + Benefits + Bonus
• Posted 1 day ago

Are you looking to join a practice who are looking to shape the future of Financial Planning? I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client base I want to speak to ambitious and techn...

• Manchester
• £95000 - £110000 per annum
• Posted 1 day ago

Are you an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Regional Manager to lead a team of Financial Advisers across varying levels of experience - from newly qualified professionals to seasoned experts. In this dyna...

• City of London
• £50000 - £65000 per annum
• Posted 1 day ago

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. The office is based in London but would only require 2 day per week in the office and the rest is remote ...

• Clevedon
• £30000 - £35000 per annum
• Posted 1 day ago

I'm currently looking for a Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area. Responsibilities: Manage calendars and schedule client meetings Collabo...

• Edinburgh
• £50000 - £55000 per annum
• Posted 1 day ago

Salary to £55,000 depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified paraplanner interested in combining that with delivery of advice and take your role to the n...

• Hampshire
• £65000 - £70000 per annum + benefits package
• Posted 2 days ago

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual t...

• Glasgow
• Negotiable
• Posted 2 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...

• Edinburgh
• Negotiable
• Posted 2 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...

• Leeds
• £70000 - £90000 per annum
• Posted 2 days ago

IDEX Consulting are working in partnership with a leading Accountancy & Advisory practice who require a Financial Planner to join their Leeds office. The wealth management team is a directly authorised, Independent Financial Adviser offering financial planning services to individuals, business ow...

• Harrogate
• £37000 - £40000 per annum
• Posted 2 days ago

IDEX are working with one of the most exciting advisory groups in the UK who, through continued FUM growth, require an additional Paraplanner within their Harrogate base. The business has been in the press for various significant acquisitions during 2024 and the trend looks set to continue for th...

• Blackpool
• £25000 - £27500 per annum
• Posted 2 days ago

My client is currently looking for a Financial Services Administrator to join their team in Blackpool. This role sits within their transfers and settlements team. Duties: Review daily stock reconciliations for all custodians Chase all outstanding transfers on a weekly basis Complete Fund Applicat...

• Manchester
• £35000 - £38000 per annum
• Posted 2 days ago

My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team. Acting as a point of contact Communicate professionally, courteously, and effectively with Clients by telephone, email, letter, and face-to-face Assisting...

• Manchester
• £29000 - £35000 per annum
• Posted 2 days ago

My client is currently looking for a Senior IFA Administrator to join their team in Manchester due to an internal promotion. Responsibilities: Acting as a trusted point of contact for clients, ensuring they receive exceptional service and support Processing new business Ensuring the appropriate s...

• Newcastle-under-Lyme
• £28000 - £30000 per annum
• Posted 2 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Newcastle Under Lyme The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to their clients. Key Duties: Processing...

• Merseyside
• £65000 - £80000 per annum + Benefits + Bonus
• Posted 2 days ago

A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid / office / remote working Full paraplanning, administration and compliance support A broad range of ...