Financial Services Jobs

• Edinburgh
• Up to £26500.00 per annum + benefits package
• Posted 1 day ago

My client is currently looking an experienced SIPP Administrator to join their team in Edinburgh. THE ROLE: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement ...

• Perth
• £45000 - £55000 per annum + benefits package
• Posted 1 day ago

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Paraplanner Manager to join their team in Perth. Role Overview: As a Paraplanner Manager, you will oversee and manage a team of Paraplanners to ensure the delivery of a...

• Hertfordshire
• £80000 - £100000 per annum
• Posted 2 days ago

IDEX are exclusively representing an estate planning and trusts business based in Hertfordshire. They are looking for a senior operational leader to join the business to provide strategic leadership, operational oversight and management of the team, ensuring the delivery of high-quality service a...

• Glasgow
• £34000 - £40000 per annum
• Posted 2 days ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions ...

• Glasgow
• £25000 - £35000 per annum
• Posted 2 days ago

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 1...

• West Midlands
• £50000 - £65000 per annum
• Posted 2 days ago

A West Midlands based independent financial advice firm is seeking a Head of Compliance / Senior Compliance Manager. This role will support day to day compliance duties, FCA liaison, overseeing consumer duty, T&C ops and quality assurance. This position doesn't currently hold SMF16/17 functions. ...

• Aberdeen
• £35000.00 - £38000.00 per annum + benefits
• Posted 2 days ago

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not ...

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

A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, a...

• Newcastle upon Tyne
• £40000 - £45000 per annum
• Posted 2 days ago

A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, a...

• Hove
• £28000 - £34000 per annum + benefits package
• Posted 2 days ago

An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team. The role will be to provide high level support to the Financial Planners of the business across the full advice ran...

• Brighton
• £28000 - £34000 per annum + benefits package
• Posted 2 days ago

An award winning, chartered financial planning organisation with offices in Hove are looking to add an experienced Financial Planning Administrator to their successful support team. The role will be to provide high level support to the Financial Planners of the business across the full advice ran...

• Glasgow
• £80000 - £90000 per annum + Bonus
• Posted 2 days ago

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 new and existing private clients. Responsibilit...

• Bristol
• £38000 - £42500 per annum + Benefits + Bonus
• Posted 3 days ago

I'm currently partnered with a leading wealth management firm who are seeking a dynamic leader to manage and develop their corporate client administration team! The company has offices all over the country, however for this position, the person will need to live local to Bristol. Key Responsibili...

• London
• £70000 - £80000 per annum + benefits package
• Posted 8 days ago

IDEX Consulting is looking for nearly or qualified Pensions Actuary Manager to join our clients new team. You will be responsible for building a technical function across actuarial and investments as well as liaising with fund managers and supporting trustee directors. Looking for candidates with...

• Arundel
• Negotiable + benefits package
• Posted 8 days ago

An opportunity has become available for a Financial Planning Administrator in Arundel to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with ...

• Edinburgh
• £25000 - £35000 per annum
• Posted 8 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...

• Glasgow
• £70000 - £80000 per annum
• Posted 8 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...

• Bristol
• £80000.00 - £100000.00 per annum
• Posted 9 days ago

IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Senior Pensions Manager. This role will be working as part of our clients outsourced pensions management and scheme secretarial team. You will act as the lead and day to day contact for all their ...

• Birmingham
• £80000.00 - £100000.00 per annum
• Posted 9 days ago

IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Senior Pensions Manager. This role will be working as part of our clients outsourced pensions management and scheme secretarial team. You will act as the lead and day to day contact for all their ...

• Leeds
• £80000.00 - £100000.00 per annum
• Posted 9 days ago

IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Senior Pensions Manager. This role will be working as part of our clients outsourced pensions management and scheme secretarial team. You will act as the lead and day to day contact for all their ...