Financial Services jobs

• Liverpool
• £25000 - £30000 per annum
• Posted 2 days ago

My client is based in Liverpool city centre and they are currently looking for and experienced IFA Administrator to join their team. Gathering information - liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their persona...

• Leeds
• £32000 - £45000 per annum + benefits package
• Posted 2 days ago

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Leeds 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 Responsibil...

• Edinburgh
• £30000 - £34000 per annum + benefits package
• Posted 3 days ago

About the role: To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory...

• Lincoln
• £28000 - £32000 per annum
• Posted 4 days ago

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their established team in Lincoln. This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are ...

• 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...

• Glasgow
• £27000.00 - £28000.00 per annum + Excellent benefits package
• Posted 9 days ago

Financial Planning Administrator Glasgow Idex Consulting have new opportunities for Financial Planning administrators to join a national brand who are currently expanding. The role is extremely rewarding and as well as the option for hybrid working has a market leading benefits package including ...

• Essex
• £50000 - £80000 per annum
• Posted 10 days ago

Role Description Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support ...

• Glasgow
• £45000 - £52000 per annum + Excellent benefits package
• Posted 11 days ago

My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice for clients (both internal and external) is of the...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted 11 days ago

Idex have partnered with a boutique wealth management company who are looking for a Chartered IFA who will support their 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 p...

• London
• £50000.00 - £70000.00 per annum + benefits package
• Posted 11 days ago

I'm partnered with a leading global insurance broker to appoint a Pensions & Benefits Consultant to their team - this is a great opportunity for an Associate Consultant ready to progress into Consulting or someone with a few years advising corporate clients. To be considered for this role, you mu...

• Edinburgh
• £80000 - £85000 per annum
• Posted 12 days ago

Job Profile Summary As an Adviser Training & Transition Manager, you will play a pivotal role in equipping our advisers to succeed-both in the classroom and in practice. You will be primarily responsible for delivering, facilitating, and enhancing engaging learning experiences for our adviser pop...

• Dundee
• £60000.00 - £80000.00 per annum + Bonus
• Posted 15 days ago

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee to take over an existing large portfolio. You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and a ful...

• England
• £65000 - £80000 per annum + Benefits + Bonus
• Posted 17 days ago

Exclusive Opportunity with a Leading National Wealth Management Firm IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding...

• Harrogate
• £45000 - £55000 per annum + Bonus
• Posted 17 days ago

A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for an Financial Advisor to join their Harrogate-based offices (walking distance from the train station). The role incorporates providing whole of the mar...

• London
• £75000.00 - £125000.00 per annum
• Posted 18 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 ...

• Perth
• Up to £30000 per annum
• Posted 18 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 18 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...

• Newton Mearns
• £45000.00 - £52000.00 per annum + flexible working
• Posted 18 days ago

Paraplanner Location: Glasgow (Newton Mearns) 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 plannin...

• Glasgow
• £38000.00 - £46000.00 per annum + annual bonus
• Posted 18 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...

• Truro
• £45000 - £75000 per annum + Benefits + bonus
• Posted 18 days ago

My client is a national IFA who is seeking an additional IFA to work in the Truro area. The role is due to succession planning and the successful IFA will be working alongside an existing IFA who is looking to exit the business in the 12 months. With an established business and clients to pass ov...