IFA jobs

• 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...

• 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...

• 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...

• Warrington
• £60000 - £70000 per annum
• Posted 17 days ago

My client is based just South of Warrington. They are currently looking for an independent Financial Planner, who will have a focus on driving new business through professional connections. The role Deliver the company's service proposition through regular client meetings covering all areas of fi...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted 21 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...

• Glasgow
• £45000.00 - £55000.00 per annum + Bonus
• Posted 21 days ago

A new and very exciting opportunity has arisen within this highly regarded boutique national firm. We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products and through the process ...

• Edinburgh
• £85000 - £95000 per annum + Excellent benefits package
• Posted 24 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....

• Glasgow
• £35000.00 - £45000.00 per annum + flexible working
• Posted 24 days ago

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role ...

• Truro
• £45000 - £75000 per annum + Benefits + bonus
• Posted 24 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...

• Edinburgh
• £50000.00 - £60000.00 per annum + bonus and excellent benefits
• Posted about 1 month ago

Elevate Your Financial Advisory Career in Edinburgh Are you a driven Financial Adviser with around 2 years of experience, ready to take the next significant step in your career? Do you aspire to join a large, prestigious national firm where you can inherit a strong client base while also cultivat...

• Cardiff
• £45000 - £65000 per annum + Bonus
• Posted about 1 month ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Bath
• £45000 - £65000 per annum + Bonus
• Posted about 1 month ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Stirling
• £27000 - £28500 per annum + benefits package
• Posted about 1 month 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...

• Cardiff
• £45000 - £65000 per annum + Bonus
• Posted about 1 month ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Bath
• £45000 - £65000 per annum + Bonus
• Posted about 1 month ago

We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates ...

• Manchester
• £65000 - £85000 per annum + Benefits + Car
• Posted about 1 month ago

IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Manches...

• London
• £60000 - £90000 per annum + Bonus
• Posted about 1 month ago

The Vacancy As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial well-being services, working in a collaborative team environment. You will be supported in building your client base through ...

• Exeter
• £80000 - £90000 per annum + Bonus
• Posted about 1 month ago

Are you an experienced Financial Adviser ready to take the next step in your career? A highly respected UK-wide wealth management and professional services firm, is seeking a driven and client-focused Financial Adviser to join their growing Exeter team. This firm is built on trust, collaboration,...

• Preston
• £50000 - £80000 per annum
• Posted about 1 month ago

My client is currently looking for an experienced Financial Planner to join their business in Preston. This is an exciting role with a large client bank to inherit. By joining this business as a Financial Planner you play an integral part in an independent financial advice and fund management gro...