Financial Services Jobs

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted about 10 hours ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• London
• £50000 - £65000 per annum + benefits package
• Posted about 11 hours ago

My client is a national financial planning business that helps financial planning firms achieve their business goals and objectives. Due to growth they are seeking an experienced Integration Specialist to join their technology team in London/South East. This role will focus on supporting and mana...

• Glasgow
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted about 14 hours ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, s...

• London
• £35000 - £40000 per annum + benefits package
• Posted about 16 hours ago

An exciting opportunity has become for an executive assistant, with a leading national financial planning firm looking to expand their support team in London. This role would suit someone who has direct financial planning administration experience/ or an understanding of how a financial planning ...

• Manchester
• £35000 - £45000 per annum
• Posted about 16 hours ago

My client is currently looking for an experienced Paraplanner in Manchester. What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners Ensuring that the preparation of advic...

• Bristol
• £45000 - £55000 per annum + Bonus
• Posted about 16 hours ago

I'm currently working with a highly regarded and long-established independent wealth management firm in Bristol, who are looking to appoint both a Senior Paraplanner and a Mid-Level Paraplanner to join their growing team. This business is known for its outstanding reputation and genuine commitmen...

• Exeter
• Negotiable
• Posted about 17 hours ago

Are you an ambitious, self-motivated professional with a passion for delivering exceptional mortgage advice? Do you want to work with an award-winning brokerage that values your expertise and supports your success? If so, please take a look at this exceptional opportunity A leading brokerage in L...

• London
• Negotiable
• Posted about 17 hours ago

Are you an ambitious, self-motivated professional with a passion for delivering exceptional mortgage advice? Do you want to work with an award-winning brokerage that values your expertise and supports your success? If so, please take a look at this exceptional opportunity A leading brokerage in L...

• West Midlands
• competitive package
• Posted about 17 hours ago

An exciting opportunity has arisen for a dynamic and commercially driven Chief Commercial Officer (CCO) to join the Executive Board of a leading financial services business. This pivotal role will shape and deliver the company's growth strategy, drive both organic and acquisition-led expansion, a...

• Birmingham
• £35000 - £45000 per annum + benefits package
• Posted 1 day ago

We're looking for an experienced Paraplanner to join a forward-thinking and supportive financial planning team based in Birmingham. This is a great opportunity to play a key role in delivering high-quality advice support while working in a collaborative, client-focused environment. This role offe...

• Cardiff
• £45000 - £55000 per annum + Benefits package
• Posted 2 days ago

Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick...

• Cheltenham
• £45000 - £55000 per annum + Benefits package
• Posted 2 days ago

Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick...

• Warwick
• £45000 - £55000 per annum + Benefits package
• Posted 2 days ago

Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick...

• Devon
• £70000 - £90000 per annum + benefits package
• Posted 3 days ago

I am currently collaborating with a boutique independent financial advisory firm in search of an experienced Financial Advisor to join their team in Devon. The firm offers a full suite of financial planning services, including wealth management, retirement planning, estate and inheritance plannin...

• Wigan
• £40000 - £45000 per annum
• Posted 4 days ago

Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. THE ROLE: Providing technical, research and administrative support Production of compliant and detailed client s...

• Leicester
• Up to £60000 per annum + Benefits + Bonus
• Posted 6 days ago

Are you an experienced Financial Adviser looking to take the next step in your career with a modern, client-focused wealth management firm? We're currently looking for a talented Independent Financial Adviser to join a progressive and planning-led firm. Whether you prefer working from home or enj...

• Sunderland
• £40000 - £45000 per annum
• Posted 6 days ago

A leading financial advisory business are looking to hire an experienced Paraplanner to join their team in Sunderland for a paraplanning manager role. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-f...

• Glasgow
• £28000.00 - £33000.00 per annum + Excellent benefits package
• Posted 7 days ago

Do you have a background in Financial Services, Mortgages or Property Administration? IDEX Consulting is working exclusively with one of Glasgow's leading SIPP providers in the search for a SIPP Property Administrator. This reputable firm can offer a generous salary, hybrid working arrangement an...

• London
• £80000 - £120000 per annum + Benefits + Bonus
• Posted 7 days ago

The Company: A leading financial services firm based in London, specialising in providing bespoke financial advice to high-net-worth individuals and businesses. They pride themselves on their client-centric approach, offering tailored solutions to help clients achieve their financial objectives. ...

• West Sussex
• £60000 - £75000 per annum + Benefits + Bonus + Car
• Posted 7 days ago

Overview: IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions throughout 2024 and 2025, the firm is looking for a skilled professional to inherit a portfolio of clients based...