Financial Services jobs

• London
• Up to £65000 per annum + 10% Discretionary Bonus + Benefits
• Posted 4 days ago

We are working closely with a IFA in London who are actively looking to hire a Paraplanning manager to manage their current team of 4 Paraplanners. This is an exciting opportunity for someone who is looking to join a well established and supportive business. The ideal individual for this role wil...

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

IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Data and Systems Analyst for their pensions team. The role has arisen due to continued growth and recent external investment. This firm has invested in excellent staff retention rate, clear progre...

• Edinburgh
• £55000 - £85000 per annum
• Posted 5 days ago

A leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior and one at a senior level, to join our expanding team. This is a unique opportunity to play a key role in shaping the future of investment governance. A...

• Cheltenham
• £60000 - £80000 per annum
• Posted 5 days ago

I'm currently looking for a T&C Manager for a leading independent financial advice firm to take ownership of the business's training & competence function and support the ongoing development of our Financial Planners, Mortgage Advisers, Employee Benefit Consultants and Appointed Representatives a...

• Edinburgh
• Negotiable
• Posted 5 days ago

Purpose Working within the client servicing team based in Edinburgh supporting Paraplanners and Advisers within the group to support them with the day-to-day activities with new and existing clients. Responsibilities Processing letters of authority and obtaining the relevant information from exte...

• London
• £35000 - £40000 per annum + benefits package
• Posted 6 days 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 ...

• Bristol
• £30000 - £35000 per annum
• Posted 6 days ago

I'm currently looking for a Client Administrator to join a financial advisory firm based in Bristol! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who lives local to the Bristol area. Responsibilities: Manage calen...

• Bristol
• £45000 - £58000 per annum + Bonus
• Posted 6 days ago

I'm currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. The business local to Bristol offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/suppo...

• Plymouth
• £90000 - £115000 per annum
• Posted 7 days ago

I'm excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their new Plymouth office. This firm is renowned for its exceptio...

• Edinburgh
• £40000 - £45000 per annum
• Posted 13 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 13 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...

• Sunderland
• £33000 - £35000 per annum
• Posted 14 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 14 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 14 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 14 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 14 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...

• Lutterworth
• Negotiable
• Posted 14 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 14 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 14 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 14 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...