IFA jobs

• 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...

• 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....

• 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...

• London
• £60000 - £90000 per annum + Bonus
• Posted 29 days 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 ...

• 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...

• Glasgow
• £40000.00 - £45000.00 per annum + Bonus
• Posted about 1 month ago

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this ...

• Birmingham
• £80000 - £100000 per annum
• Posted about 1 month ago

A fantastic opportunity has arisen for a number Financial Planner's to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates shoul...

• 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 ...

• Aberdeen
• £80000.00 - £100000.00 per annum + Excellent benefits package
• Posted about 1 month ago

Position: Financial Planner, £30m of FUM to inherit from a retiring adviser Package: £excellent plus car allowance plus excellent bonus structure, pension and other benefits including share save scheme Location: Aberdeen This opportunity is taking over from a retiring Financial Adviser. There is ...

• Birmingham
• £60000 - £70000 per annum
• Posted about 1 month ago

Are you an experienced Financial Planner looking for the next step in your career? This is an exciting opportunity to join a well-established national advice business with a strong regional presence, a fantastic culture, and a highly supportive environment at all levels. We are looking for a skil...

• North Yorkshire
• £90000.00 - £110000.00 per annum
• Posted about 1 month ago

IDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team. With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift...

• Glasgow
• £60000.00 - £65000.00 per annum + Bonus
• Posted about 1 month ago

Financial Planner | £65,000 DOE + Bonus | Glasgow / Hybrid 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 se...

• 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
• £70000 - £90000 per annum
• Posted about 2 months ago

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rel...

• Leeds
• £70000 - £100000 per annum + discretionary bonus
• Posted 2 months ago

A national Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team. Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the ...

• Glasgow
• £70000 - £80000 per annum
• Posted 2 months 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
• £75000 - £90000 per annum + Excellent benefits package
• Posted 3 months ago

This award winning Financial Advisory firm are looking for an exceptional Chartered Adviser to take over one of their top performing consultants clients. You will be able to manage an existing book of clients while also developing further business. To ensure that the successful individual can pur...