Financial Services jobs

• Chorley
• £35000 - £42000 per annum
• Posted about 22 hours ago

My client is currently looking for an Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. THE ROLE To accurately interpret the adviser's client files to ascertain the client's...

• Chorley
• £26000 - £29000 per annum
• Posted about 22 hours ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...

• Aberdeen
• £25000 - £30000 per annum
• Posted about 23 hours 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 about 23 hours 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...

• Liverpool
• £60000 - £80000 per annum
• Posted 2 days ago

My client is currently looking for an experience Investment Manager to join their team in Liverpool to help grow and service an existing book of clients. As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to ac...

• Glasgow
• £40000 - £50000 per annum + bonus
• Posted 2 days ago

Idex Consulting have an 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. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a fe...

• Edinburgh
• £30000 - £36000 per annum
• Posted 6 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 6 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...

• City of London
• £125000 - £128000 per annum
• Posted 8 days ago

My client is a leading global provider of shareholder, pension and credit technology. I am now seeking a strategic, client-focused leader to join as Head of Private Sector Clients a high-impact role responsible for shaping the experience and engagement. Key responsibilities Lead and develop a tea...

• London
• £50000.00 - £70000.00 per annum + benefits package
• Posted 9 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
• £75000.00 - £90000.00 per annum + plus car plus bonus
• Posted 9 days ago

A unique opportunity has arisen within this well known IFA practice in the centre of Edinburgh. We are looking for a senior planner to take over a retiring advisers clients and to help grow the business. The role will involve: Providing financial planning advice to a wide range of clients. Assist...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 14 days ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Glasgow
• £65000.00 - £70000.00 per annum + Excellent benefits package
• Posted 15 days ago

Idex Consulting are looking for a Practice Manager to look after a team of 30 operational staff within an IFA Practice. The Practice Manager will oversee the day-to-day operations and play a pivotal role in ensuring the smooth running of the business, leading the administration and paraplanning t...

• Edinburgh
• £85000 - £95000 per annum + Excellent benefits package
• Posted 15 days ago

Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office. You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner....

• Perth
• Up to £30000 per annum
• Posted 15 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...

• Lancashire
• Up to £35000 per annum
• Posted 15 days ago

A leading Wealth Management firm are hiring for a Client File Reviewer to join their busy team. This is a 12 months FTC with the successful applicant needing to be available to start work in May. Key responsibilities include; To focus on the review of client files To undertake a CDD completeness ...

• London
• £85000 - £110000 per annum + Benefits + Bonus
• Posted 16 days ago

Responsible for building relationships with both new and existing private clients giving holistic financial advice to a growing portfolio. Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professiona...

• Doncaster
• £70000.00 - £80000.00 per annum
• Posted 16 days ago

** Yorkshire based clients to inherit due to upcoming retirement ** Support team based in Doncaster ** Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already has an established name across the UK. Largely through acqu...

• Truro
• £45000 - £75000 per annum + Benefits + bonus
• Posted 16 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...

• London
• £85000 - £100000 per annum + Benefits + Bonus
• Posted 16 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...