Financial Services jobs

• Leeds
• £32000 - £42000 per annum
• Posted about 10 hours ago

A leading Financial Advisory and Accountancy firm with strong presence across the north of England and Scotland have an exciting opportunity for a Paraplanner to join they growing team. Due to movements within the team structure, this is a newly created opportunity and will allow for strong devel...

• Birmingham
• £75000 - £90000 per annum
• Posted 1 day ago

A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deli...

• Birmingham
• £75000 - £90000 per annum
• Posted 1 day ago

A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delive...

• Aberdeen
• £25000 - £32000 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...

• Glasgow
• £32000 - £35000 per annum
• Posted 3 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a new, modern IFA Practice in Glasgow City Centre. Probably the most flexible administration role we have ever advertised, this firm are very open to working patterns and home working any time. You will be part of a brilliant...

• Edinburgh
• £28000 - £33000 per annum
• Posted 3 days ago

Fantastic opportunity for an experienced Client Services Associates to join a trusted and expanding firm in Edinburgh. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The Role Process new busine...

• Belfast
• £33000 - £44000 per annum + benefits
• Posted 3 days ago

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Belfast team. This role is ideal for someone with strong defined benefit (DB) pensions experience, confident in manual calculations and overseeing the work of junior team members. Key Responsib...

• Perth
• Up to £30000 per annum
• Posted 3 days ago

Idex Consulting are looking for a Mortgage and Protection Advisor to join them in Perth. We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfort...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 3 days ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Glasgow
• £32000.00 - £38000.00 per annum + Excellent benefits package
• Posted 3 days ago

Idex Consulting have a new opportunity for an IFA administrator to join a large, modern IFA Practice in Glasgow City Centre. You will be part of a brilliant team providing supporting a team of financial advisers, which includes the company directors o Prepare suitability reports o Using IO system...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 3 days ago

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow City Centre. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing...

• London
• £75000.00 - £125000.00 per annum
• Posted 3 days ago

I'm partnered with an established client to support them with 2 Senior 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 Researchers and ...

• West Midlands
• £100000 - £120000 per annum
• Posted 4 days ago

A highly respected UK financial services organisation is seeking an experienced Operations Director to play a pivotal role in delivering its strategic and operational objectives. Reporting directly to the Chief Operating Officer, this role will provide leadership across core operational functions...

• Manchester
• £35000 - £45000 per annum
• Posted 4 days ago

My client is currently looking for an experienced Paraplanner to join their team in South Manchester. Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients...

• Elgin
• £22000 - £30000 per annum
• Posted 4 days 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...

• Glasgow
• £35000 - £42000 per annum
• Posted 4 days ago

Are you an experienced IFA Administrator looking to take the next step in your career? Idex Consulting is recruiting for a highly respected Independent Financial Advice (IFA) practice based in the heart of Milngavie. Known for their client-first approach and professional excellence, they are look...

• Glasgow
• £50000 - £55000 per annum
• Posted 4 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supporti...

• England
• £90000 - £100000 per annum
• Posted 4 days ago

My client is currently looking for an experienced Investment Director to take on the leadership of their Charity proposition in the Northwest. The successful candidate will help develop strong partnerships with existing and potential charity clients, tailoring and actively managing investment por...

• Cheshire
• £70000 - £100000 per annum
• Posted 4 days ago

My client is a successful chartered wealth management firm in Cheshire that looks after UHNW clients. A rare opportunity has arisen for an experienced UHNW Financial Planner to join them and take over a book of 30 clients which generates £40m. THE ROLE To provide financial planning and investment...

• Glasgow
• £40000 - £45000 per annum + Benefits package
• Posted 8 days ago

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit...