Financial Services jobs

• Edinburgh
• £30000 - £36000 per annum + benefits package
• Posted about 9 hours ago

This is a fantastic opportunity for an ambitious Investment administrator looking to progress within Private Banking/Wealth Management. Investment Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office. Key Accountabilities...

• Wales
• £70000 - £80000 per annum
• Posted 3 days ago

I'm excited to be partnering with a prestigious national wealth management firm who are seeking an experienced Financial Planner to join their growing team in their Wales office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ult...

• Belfast
• £45000 - £50000 per annum
• Posted 3 days ago

Idex are currently looking for a Support Professional Trustee to join one of the UK's award winning independent trustee firm companies. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience. You will support and consult for the Trusteeship...

• Belfast
• £40000 - £44000 per annum
• Posted 3 days ago

Idex are currently looking for a Senior Pensions Administrator to join one of the UK's award winning independent trustee firm companies. This is a great opportunity to develop existing and new skills, as well as expand your knowledge and experience. You will support and consult for the Trusteeshi...

• London
• £50000 - £90000 per annum
• Posted 3 days ago

IDEX is delighted to be working closely with a prestigious Pensions Consultancy on a number of hires across a range of levels. Due to continued growth and recent success, this national firm is looking to build out their highly talented Actuarial function. You will be responsible for servicing a p...

• Bristol
• £50000 - £90000 per annum
• Posted 3 days ago

IDEX is delighted to be working closely with a prestigious Pensions Consultancy on a number of hires across a range of levels. Due to continued growth and recent success, this national firm is looking to build out their highly talented Actuarial function. You will be responsible for servicing a p...

• Worcester
• £27000 - £28000 per annum
• Posted 3 days ago

Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will supp...

• London
• Negotiable
• Posted 3 days ago

Established Employee Benefits consultant and looking for something a little bit different? I'm partnered with one of the key intermediaries in the market to recruit a Benefits Strategy Consultant to their Southern team. If you're feeling like you've reached a ceiling as a "Consultant" and are loo...

• Glasgow
• £65000.00 - £85000.00 per annum + Excellent benefits package
• Posted 5 days ago

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Glasgow to take over an existing large portfolio. One of their most successful advisers has moved abroad and so they require someone to take over their clients. A number of the clients are UHNW and...

• Glasgow
• £65000.00 - £85000.00 per annum + Bonus
• Posted 5 days ago

Award-winning Financial Planning Firm within a large Accountancy Practice who provide a flawless financial planning service are looking for an exceptional IFA to join their team. You will be providing a service of the highest calibre to clients for Savings and Investments, Tax Planning, Estate Pl...

• Chorley
• Up to £30000 per annum
• Posted 8 days ago

My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this succes...

• Manchester
• £30000 - £36000 per annum
• Posted 8 days ago

My client is currently looking for a part qualified Trainee Paraplanner in Manchester city centre. This isn't just a job, it's about joining a company that it's serious about its values. They are looking for someone with previous experience within an IFA practice who can demonstrate a strong para...

• Manchester
• £28000 - £35000 per annum
• Posted 9 days ago

My client is based in the heart of Manchester city centre. They are looking for an experienced Client Administrator to provide comprehensive support to their Client Advisors. This role is pivotal in ensuring the seamless execution of service to their clients and administrative operations. Key Acc...

• Aberdeen
• £25000 - £30000 per annum
• Posted 10 days ago

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system an...

• Manchester
• £35000 - £45000 per annum
• Posted 10 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...

• Edinburgh
• £30000 - £36000 per annum
• Posted 10 days ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for experienced pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Edinburgh area. You will receive an excellent package including bonus, pension contribut...

• Glasgow
• £25000 - £35000 per annum
• Posted 10 days ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 1...

• Manchester
• Negotiable
• Posted 11 days ago

My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant. The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a ra...

• Edinburgh
• £40000 - £45000 per annum
• Posted 16 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,...

• Stirling
• £25000 - £28500 per annum + benefits package
• Posted 16 days ago

Idex Consulting is working with a leading IFA practice in Stirling to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, pr...