Financial Services jobs

Found 153 jobs
    • Manchester
    • £35000.00 - £40000.00 per annum
    • Posted 1 day ago

    My client is current looking for an experienced Senior IFA Administrator to join their team in central Manchester. The role Support and provide a full administration service to the Advisors and Head of Wealth Planning in researching the client's needs and developing appropriate recommendations Pr...

    • Guildford
    • £34000.00 - £40000.00 per annum
    • Posted 1 day ago

    We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office. This role is suitable for someone who is already working in a financial planning support role and who has ...

    • Weybridge
    • £23000.00 - £26000.00 per annum
    • Posted 2 days ago

    An opportunity has become available for a Financial Planning Administrator to join a growing IFA. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice bei...

    • Hampshire
    • £23000.00 - £26000.00 per annum
    • Posted 2 days ago

    An opportunity has become available for a Financial Planning Administrator to join a growing IFA. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice bei...

    • Shrivenham
    • £23000.00 - £26000.00 per annum
    • Posted 2 days ago

    An opportunity has become available for a Financial Planning Administrator to join a growing IFA. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice bei...

    • Watford
    • £23000.00 - £26000.00 per annum
    • Posted 2 days ago

    An opportunity has become available for a Financial Planning Administrator to join a growing IFA. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice bei...

    • Glasgow
    • £24000.00 - £32000.00 per annum
    • Posted 2 days ago

    Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will ...

    • Swansea
    • £50000.00 - £75000.00 per annum + Benefits + Bonus
    • Posted 3 days ago

    I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Swansea and West Wales. The role will come with a core book of clients but the emphasis is on new business generation. The successful applicant must have the hunger to self generate. ...

    • Brighton
    • £40000.00 - £50000.00 per annum + Benefits + Bonus
    • Posted 3 days ago

    A highly regarded, regional IFA based in the South of England are looking to add to their Financial Advice team. Due to exciting growth plans for the rest of 2024 they are looking for a Desk Based Financial Advisor to join the office in Hove. The role incorporates providing whole of the market pe...

    • Brighton
    • £40000.00 - £50000.00 per annum + Benefits + Bonus
    • Posted 3 days ago

    A highly regarded, regional IFA based in the South of England are looking to add to their Financial Advice team. Due to exciting growth plans for the rest of 2024 they are looking for a Desk Based Financial Advisor to join the office in Brighton. The role incorporates providing whole of the marke...

    • Nottingham
    • Negotiable
    • Posted 4 days ago

    Are you a meticulous and analytical individual with a passion for finance and wealth management? Are you seeking an exciting opportunity to develop your career as a Paraplanner? Look no further! We are currently recruiting for a talented Paraplanner to join our dynamic team in Nottingham. My clie...

    • Glasgow
    • £30000 - £40000 per annum
    • Posted 4 days ago

    An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Senior Financial Services Administrator. You must have an excellent understanding of the financial services industry and have an awareness of investments and pensions. You will cover all aspects of the ...

    • Glasgow
    • £28000.00 - £34000.00 per annum
    • Posted 4 days ago

    We are looking for a Client Support for Wealth Planners for this FTSE 250 leading UK merchant banking group with a role in Glasgow (Hybrid). The Role Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, ...

    • Glasgow
    • £34000.00 - £40000.00 per annum
    • Posted 7 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 Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions ...

    • Glasgow
    • £25000.00 - £35000.00 per annum
    • Posted 7 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...

  • IFA
    • Truro
    • £55000.00 - £85000.00 per annum + benefits and bonus scheme
    • Posted 8 days ago

    My client is currently looking for an experienced Financial Planner to join their office in Truro. On a daily basis, you will build and develop trusted relationships both internally and externally with current and potential clients, providing personal and bespoke financial planning and wealth man...

  • IFA
    • Glasgow
    • £65000.00 - £85000.00 per annum
    • Posted 9 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, ...

    • Dudley
    • £60000.00 - £80000.00 per annum
    • Posted 9 days ago

    Independent Financial Adviser West Midlands and Black Country clients to inherit due to upcoming retirement Support team based in West Midlands Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already has an established...

    • Hampshire
    • £28000.00 - £35000.00 per annum + benefits
    • Posted 9 days ago

    A well established and growing financial planning organisation with offices near to Whiteley in Hampshire are looking to add a Trainee Paraplanner/Report Writer to their highly impressive team. You will be responsible for creating financial planning recommendations in a way that is understood by ...

    • Knutsford
    • £26000.00 - £29000.00 per annum
    • Posted 9 days ago

    My client is currently looking for an experienced IFA Administrator to join their team in Knutsford. The role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulato...

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