IFA jobs

• Blackburn
• Up to £40000 per annum
• Posted about 6 hours 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 5 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 5 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 6 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 6 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 upon Tyne
• £40000.00 - £50000.00 per annum
• Posted 7 days ago

IDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team. Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Adv...

• Newcastle-under-Lyme
• Up to £65000 per annum
• Posted 13 days 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 14 days 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 14 days 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...

• Edinburgh
• £70000 - £85000 per annum
• Posted 15 days ago

My client is a professional wealth management firm with sits within a well known and prestigious law firm. They are looking for a new IFA who will inherit clients and will work closely with the solicitors to generate new business. The role involves: Prospect and contact potential clients in accor...

• East Kilbride
• £60000 - £80000 per annum
• Posted 20 days 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 21 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 + Bonus
• Posted 21 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...

• Glasgow
• £60000 - £70000 per annum
• Posted 22 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, ...

• Essex
• £50000 - £80000 per annum
• Posted about 1 month 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 1 month 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 about 1 month 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...

• Harrogate
• £45000 - £55000 per annum + Bonus
• Posted about 1 month ago

A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for an Financial Advisor to join their Harrogate-based offices (walking distance from the train station). The role incorporates providing whole of the mar...

• Truro
• £45000 - £75000 per annum + Benefits + bonus
• Posted about 1 month 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...

• Glasgow
• £65000.00 - £75000.00 per annum + Excellent benefits package
• Posted about 2 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...