IFA jobs

• Leeds
• £70000 - £100000 per annum + discretionary bonus
• Posted 9 days 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 ...

• Birmingham
• £80000 - £90000 per annum + Bonus + Equity (EMI)
• Posted 15 days ago

A Strategic Opportunity for an Established Adviser A well-established, independent financial planning firm operating at the higher end of the market is seeking a Senior Independent Financial Adviser to join the business as part of its long-term growth strategy. This opportunity is ideal for an ex...

• Manchester
• £70000 - £80000 per annum + benefits package
• Posted 16 days 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...

• Belfast
• £75000 - £90000 per annum + Excellent benefits package
• Posted 16 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
• £40000 - £45000 per annum
• Posted 16 days ago

IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Glasgow (typically once per month). The role operates within a fast paced enviro...

• Blackburn
• Up to £40000 per annum
• Posted 23 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...

• Manchester
• £45000 - £50000 per annum
• Posted 28 days ago

My client is a growing and ambitious financial planning business in South Manchester. They business has made numerous acquisitions over the last few years and they are currently looking for an Trainee/Associate Financial Planner to join their team in Manchester. Principal Accountabilities / Main ...

• Glasgow
• £80000. - £100000.00 per annum + Excellent benefits package
• Posted 28 days ago

Glasgow Salary £80,000 - £100,000 plus bonus The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both ne...

• East Kilbride
• £60000 - £65000 per annum + excellent bonus structure
• Posted 28 days ago

Idex have partnered with a very established IFA practice with a base in East Kilbride, who are looking for a Financial Adviser who will deliver high-quality financial planning to their clients. This role offers: A warm pipeline and a ready-made portfolio of clients and prospects through the firm'...

• Newcastle-under-Lyme
• £40000 - £45000 per annum
• Posted 29 days ago

My client is currently looking for an experienced Office Manager with financial advisor experience to join their firm in Newcastle-under Lyme. The successful candidate will support the operations team and Directors to ensure the smooth day to day running of the business, acting as key point of co...

• Newcastle-under-Lyme
• Up to £65000 per annum
• Posted about 1 month ago

My client is currently looking for a Financial Planner to join them in their Newcastle under Lyme office. This is a national IFA with a strong presence in the Midlands. Due to an acquisition, there is a healthy book of long standing clients for the successful candidate. Key Accountabilities Provi...

• Liverpool
• £65000 - £80000 per annum + Benefits + Bonus
• Posted about 1 month ago

Exclusive Opportunity with a Leading National Wealth Management Firm IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding...

• England
• £65000 - £80000 per annum + Benefits + Bonus
• Posted about 1 month ago

Exclusive Opportunity with a Leading National Wealth Management Firm IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding...

• East Kilbride
• £60000 - £80000 per annum
• Posted about 1 month ago

Idex have partnered with a wealth management company with an office in East Kilbride 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 central belt and pride themselves on b...

• Wales
• £70000 - £80000 per annum
• Posted about 1 month 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
• £60000 - £70000 per annum
• Posted about 2 months 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, ...

• Essex
• £50000 - £80000 per annum
• Posted about 2 months ago

Role Description Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support ...

• Glasgow
• £75000.00 - £90000.00 per annum + Bonus
• Posted about 2 months 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...

• Dundee
• £60000.00 - £80000.00 per annum + Bonus
• Posted 2 months ago

An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Dundee to take over an existing large portfolio. You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and a ful...

• Glasgow
• £65000.00 - £75000.00 per annum + Excellent benefits package
• Posted 3 months ago

A unique opportunity has arisen within this well known IFA practice in the centre of Glasgow 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. Assisting...