Financial Services Jobs

• Edinburgh
• £28000 - £30000 per annum
• Posted 1 day ago

Idex Consulting have partnered with a boutique DFM business who are looking for an PA to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in a support role within financial services. The primary focus of the role will be supporting two...

• Edinburgh
• £28000 - £32000 per annum
• Posted 1 day ago

Idex Consulting have partnered with a boutique DFM business who are looking for an Client Services Manager to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in client service within financial services. The CSM will be responsible for...

• Liverpool
• £55000 - £65000 per annum + Benefits + Car
• Posted 1 day 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 Preston...

• London
• £75000 - £85000 per annum
• Posted 1 day ago

An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Parapl...

• London
• £75000 - £85000 per annum
• Posted 1 day ago

An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions. Ideally, you will be an experienced Parapl...

• Newton Mearns
• £28000 - £36000 per annum + flexible working
• Posted 4 days ago

Idex Consulting are working with an IFA Practice to recruit an IFA Administrator based in Newton Mearns. This is a brilliant opportunity for flexibility over hours and working from home. Role & Responsibilities: Supporting and assisting the financial adviser Responding and forwarding on queries s...

• Edinburgh
• £25000 - £35000 per annum
• Posted 4 days ago

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financ...

• Edinburgh
• £25000 - £30000 per annum
• Posted 4 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valu...

• Aberdeen
• £38000 - £45000 per annum + benefits package
• Posted 4 days ago

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen. The purpose of this role is to support the Financial Planners through the efficient management and administration of client recommendations and the review process. As a P...

• Aberdeen
• £20000.00 - £25000.00 per annum
• Posted 4 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Aberdeen. You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: Prepare suitabil...

• Glasgow
• £70000 - £80000 per annum
• Posted 4 days 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...

• Glasgow
• £28000.00 - £35000.00 per annum
• Posted 4 days ago

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

• London
• Negotiable
• Posted 4 days ago

Supporting an established global player in the market to recruit a Senior Group Risk Consultant who has experience managing large corporate clients. Whether you're currently at another consultancy looking to progress your career or an insurer background looking to move across, I'd be keen to chat...

• España
• Negotiable
• Posted 4 days ago

I'm working with a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus wi...

• France
• Negotiable
• Posted 4 days ago

I'm working with a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus wi...

• Germany
• Negotiable
• Posted 4 days ago

I'm working with a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus wi...

• London
• £32000 - £38000 per annum + benefits package
• Posted 8 days ago

An opportunity has become available for a Financial Planning Administrator in London to join a growing Independent Financial Advisory business. This organisation offers a vibrant working environment, lots of training and development, and full exam support. Your role will include but will not be l...

• Preston
• £55000 - £65000 per annum + Benefits + Car
• Posted 8 days 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 Preston...

• Kent
• £55000 - £65000 per annum + Benefits + Bonus + Car
• Posted 10 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...

• Guildford
• £55000 - £65000 per annum + Benefits + Bonus + Car
• Posted 10 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...