Financial Services jobs

• Edinburgh
• £55000 - £65000 per annum
• Posted 3 days ago

A very exciting opportunity has arisen for a highly experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Senior Paraplann...

• Belfast
• £75000 - £90000 per annum + Excellent benefits package
• Posted 3 days ago

Idex have partnered with a boutique wealth management company who are looking for an 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 personal, ...

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

A fabulous opportunity has arisen for an IFA sales support in Glasgow. This firm are keen on development so if your desire is for paraplanning or advisory then this role could be for you. Producing valuations and Annual Review letters to clients Producing Suitability Reports for Investment Bonds,...

• Glasgow
• £55000.00 - £65000.00 per annum + Excellent benefits package
• Posted 3 days ago

A very exciting opportunity has arisen for a highly experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Senior Paraplann...

• Glasgow
• £32000 - £39000 per annum + benefits package
• Posted 3 days ago

Job Purpose We are seeking a highly motivated and detail-oriented individual. In this fee-earning but non-advisory role, you will support our Client Advisers in servicing employee benefits arrangements, ensuring clients receive an exceptional standard of service. Key Responsibilities Client Servi...

• Cheltenham
• £26000 - £32000 per annum + Bonus
• Posted 3 days ago

I'm currently looking for a Client Administrator to join a leading financial advisory group based in Cheltenham. Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in client administration within the financial planning industry. Responsibilities...

• Glasgow
• £45000.00 - £53000.00 per annum + flexible working
• Posted 3 days ago

Salary to £53,000 plus top benefits package Our client, is a highly reputable Wealth Managers based in Glasgow. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research,...

• Aberdeen
• £40000 - £45000 per annum
• Posted 5 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 5 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...

• Edinburgh
• £25000 - £35000 per annum
• Posted 5 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...

• Altrincham
• £35000 - £40000 per annum
• Posted 5 days ago

My client is an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional...

• Glasgow
• £70000 - £80000 per annum
• Posted 5 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
• £32000 - £38000 per annum
• Posted 6 days ago

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. The successful candidate will seek to gain an understanding of the business model, ...

• Worcester
• £45000 - £50000 per annum + Benefits + Bonus
• Posted 6 days ago

Are you a Junior Financial Adviser (restricted or whole of market) looking to take your career to the next level? This is an outstanding opportunity to join an established and respected IFA firm with a thriving client base in the Worcester area. Why this opportunity stands out: Established HNW Cl...

• Blackburn
• Up to £40000 per annum
• Posted 6 days ago

My client is currently looking for a fully qualified and experienced Mortgage and Protection Adviser who can manage and lead a small team of Mortgage Advisers near Blackburn. Responsibilities The successful candidate will be responsible servicing their own clients and sourcing new areas of busine...

• Gloucester
• £50000 - £55000 per annum
• Posted 11 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 ...

• London
• £60000.00 - £70000.00 per annum
• Posted 12 days ago

I'm working on a brand new opportunity with a digital health start-up who've built a unique SaaS solution which recently launched in partnership with a key brand in the market. They're now looking to capitalise on the foundations they've already built and drive the business forward. This is a piv...

• London
• £90000.00 - £120000.00 per annum
• Posted 12 days ago

I'm working on a new role with an established benefits consultancy who're looking to recruit someone to set up and run an external business development division. This is a huge opportunity for someone who sees the genuine potential in it, you'll have carte blanche to run with this as you see fit;...

• London
• £40000.00 - £55000.00 per annum
• Posted 12 days ago

I'm working with a key client to recruit an additional head into their SME team - they're looking for an established Health-care Consultant in the South (home-based) to manage a portfolio of existing clients. This is a business who genuinely invests in its people, is on a journey of growth and ac...

• London
• £55000.00 - £70000.00 per annum
• Posted 12 days ago

Are you an established DC Consultant, dreading the return to work in January and looking for a new opportunity? I'm working with arguably one of the best DC teams in the market, who have an enviable client list and leading reputation to recruit a further consultant due to growth. The purpose of t...