Financial Services jobs

• Glasgow
• £55000 - £60000 per annum + Excellent benefits package
• Posted about 18 hours ago

Idex Consulting are looking for a very experienced Technical Senior Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. As a Senior member of the team your main responsibilities will be to provide complex technical support, full research of products using a...

• Glasgow
• £48000.00 - £55000.00 per annum + Excellent benefits package
• Posted 2 days ago

Senior Paraplanner, City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Paraplanner to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche ...

• Falkirk
• Negotiable
• Posted 2 days ago

An expanding financial advice group require a Paraplanner to join their team in Falkirk. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising technology to produce accurate solutions for cl...

• Bristol
• £35000 - £42000 per annum + benefits package
• Posted 3 days ago

Are you naturally curious and driven to make things better? My client is a rapidly expanding Wealth Management business looking for a Process Improvement Lead who thrives at the intersection of business and technology, someone who can see the bigger picture while also diving deep into the details...

• Barnstaple
• £65000 - £80000 per annum + benefits including car allowance
• Posted 3 days 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 in the Devon office. Duties include: R...

• Birmingham
• Negotiable
• Posted 3 days ago

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support? This is an exciting opportunity to join a forward-thinking wealth management firm where your technical expertise will directly support Advisers in helping clients achieve their financial g...

• 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Are you tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms?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 ...

• Blackpool
• £28000 - £30000 per annum
• Posted 7 days ago

My client is currently looking for a HR Assistant to join their team in Blackpool. The successful candidate will be the first point of contact to the business regarding HR administration related queries, managing and completing daily HR work and administration. You will support ad-hoc HR projects...

• Perth
• £38000 - £45000 per annum + benefits package
• Posted 9 days ago

A new opportunity has arisen for a Paraplanner for a successful IFA firm based in Perth. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Liaise closely with Financial Planners to gather fac...

• Glasgow
• £38000.00 - £42000.00 per annum + Excellent benefits package and bonus
• Posted 10 days ago

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

• Bristol
• £35000 - £45000 per annum + Bonus
• Posted 13 days ago

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol...

• Manchester
• £30000 - £33000 per annum
• Posted 14 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Manchester. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regula...

• Liverpool
• £30000 - £33000 per annum
• Posted 14 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulat...

• Knutsford
• £30000 - £33000 per annum
• Posted 14 days ago

My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulat...

• Aberdeen
• £25000 - £30000 per annum
• Posted 14 days 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...

• Aberdeen
• £40000 - £45000 per annum
• Posted 16 days 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 16 days 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...

• Glasgow
• £70000 - £80000 per annum
• Posted 16 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 16 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 16 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...