Financial Services jobs

• Preston
• £50000 - £80000 per annum
• Posted about 23 hours ago

My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit. By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management gro...

• Norwich
• £35000 - £40000 per annum
• Posted 2 days ago

A leading private bank are looking for an Investment Management Assistant to join their team in Norwich. This role is an excellent opportunity for somebody with strong experience within the financial services industry to receive excellent exposure and ownership of their day to day role. Working w...

• Glasgow
• £35000 - £40000 per annum + Excellent benefits package
• Posted 3 days ago

Exciting Opportunity in Glasgow for Trainee Paraplanner - £40,000 Salary Join a highly regarded financial planning firm in Glasgow as a Trainee Paraplanner. This role offers a unique chance for individuals with an IFA background to enhance their technical skills and advance in the field of parapl...

• Edinburgh
• £40000 - £45000 per annum
• Posted 4 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,...

• North Yorkshire
• £90000.00 - £110000.00 per annum
• Posted 4 days 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
• £45000 - £60000 per annum
• Posted 4 days 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...

• Glasgow
• £45000 - £55000 per annum + Excellent benefits package
• Posted 4 days 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 4 days 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
• £85000 - £120000 per annum + Benefits + Bonus
• Posted 4 days ago

We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA...

• London
• £55000.00 - £90000.00 per annum
• Posted 4 days 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...

• Blackpool
• £25000 - £27500 per annum
• Posted 5 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...

• Gloucester
• £50000 - £55000 per annum
• Posted 8 days ago

Want more than just being a "book underwriter"? Here, you'll: Shape underwriting philosophy and influence strategy Work in a smaller team where your voice is heard and decisions are fast Collaborate with marketing, distribution and claims to broaden your expertise Enjoy flexibility, balance, and ...

• Manchester
• £35000 - £38000 per annum
• Posted 9 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 9 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...

• City of London
• Up to £80000 per annum
• Posted 9 days ago

IDEX are representing UK-wide financial planning and wealth management group with 13 directly authorised IFA hubs, plus mortgage and investment management businesses. As they continue to grow, they're looking for a Group Compliance Manager to join their central team, reporting to the Group Chief ...

• Newcastle-under-Lyme
• Up to £65000 per annum
• Posted 10 days ago

My client is currently looking for a Financial Planner to join them in their Newcastle under Lyme office. This is a national IFA with a strong presence in the Midlands. Key accountabilities Provide an efficient, high quality and compliant service to our clients Deliver a full customer service in ...

• Harrogate
• £37000 - £40000 per annum
• Posted 10 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...

• Edinburgh
• £26000 - £32000 per annum
• Posted 10 days ago

Idex Consulting is recruiting for an IFA Administrator based in Edinburgh to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effectiv...

• Newcastle-under-Lyme
• £28000 - £30000 per annum
• Posted 11 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...

• Leeds
• £70000 - £90000 per annum
• Posted 11 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...