Financial Services Jobs

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 1 day ago

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues i...

• Glasgow
• £65000.00 - £70000.00 per annum + Excellent benefits package
• Posted 2 days ago

Idex Consulting are looking for a Practice Manager to look after a team of 30 operational staff within an IFA Practice. The Practice Manager will oversee the day-to-day operations and play a pivotal role in ensuring the smooth running of the business, leading the administration and paraplanning t...

• Edinburgh
• £85000 - £95000 per annum + Excellent benefits package
• Posted 2 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....

• Glasgow
• £35000.00 - £45000.00 per annum + flexible working
• Posted 2 days ago

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role ...

• Perth
• Up to £30000 per annum
• Posted 2 days ago

Idex Consulting are looking for a Mortgage and Protection Advisor to join them in Perth. We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfort...

• Edinburgh
• £40000 - £45000 per annum
• Posted 2 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Glasgow
• £40000 - £45000 per annum
• Posted 2 days ago

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in c...

• Lancashire
• Up to £35000 per annum
• Posted 2 days ago

A leading Wealth Management firm are hiring for a Client File Reviewer to join their busy team. This is a 12 months FTC with the successful applicant needing to be available to start work in May. Key responsibilities include; To focus on the review of client files To undertake a CDD completeness ...

• Sunderland
• £33000 - £35000 per annum
• Posted 3 days ago

We're on the lookout for experienced Paraplanners to join one of our prominent national financial planning partners based in Sunderland. If you're passionate about delivering high-quality financial planning support and ready to grow within a forward-thinking and inclusive firm, this could be the ...

• Sunderland
• £40000 - £45000 per annum
• Posted 3 days ago

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

• London
• £35000 - £42000 per annum
• Posted 3 days ago

We are seeking an experienced Change Coordinator to help manage a range of exciting new projects at a leading nationwide financial services company. As the business embarks on a significant growth phase, the project delivery team is expanding to meet increasing demands. Responsibilities: In this ...

• Cheltenham
• £45000 - £60000 per annum
• Posted 3 days ago

I'm currently partnered with a bespoke financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have offices situated all over the country...

• London
• £37000 - £45000 per annum + benefits package
• Posted 3 days ago

Are you a detail-driven Paraplanner with a passion for supporting IFA's to deliver exceptional financial advice? Do you thrive in a collaborative and fast-paced environment? If so we're looking for an experienced Paraplanner to join an expert team in London. About the Role As a Paraplanner, you'l...

• London
• £85000 - £110000 per annum + Benefits + Bonus
• Posted 3 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...

• Lutterworth
• Negotiable
• Posted 3 days ago

I'm partnered with a fast growth, acquisitive and established national practice, who're searching for a EB Consultant to join their team in East Midlands. This is an exciting opportunity for a senior consultant to come in and make the role their own, as the firm looks to build our their local pre...

• Leeds
• £40000 - £60000 per annum + Benefits package + bonus
• Posted 3 days ago

I'm partnered with a leading global insurance broker to appoint a Pensions & Benefits Consultant to their team - this is a great opportunity for an Associate Consultant ready to progress into consulting or someone with a few years advising corporate clients To be considered for this role, you mus...

• Perth
• £25000 - £32000 per annum
• Posted 3 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Lossiemouth
• £25000 - £32000 per annum
• Posted 3 days ago

Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. 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 valuations/illust...

• Doncaster
• £70000.00 - £80000.00 per annum
• Posted 3 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...

• Borehamwood
• Negotiable
• Posted 3 days ago

My client is a national financial planning business and they are currently looking for an Administrator with novation experience. This is a homebased role and has a salary between £27k and £30k. Key responsibilities: Ownership of individual agency and novations projects including novation/transfe...