Financial Services jobs

• Cardiff
• £30000 - £40000 per annum
• Posted 2 days ago

Are you passionate about empowering individuals to take control of their financial future? We are looking for a dedicated Wealth Guidance Specialist to support both existing and prospective clients who prefer to make their own financial decisions. In this role, you will provide guidance on essent...

• Bristol
• £30000 - £40000 per annum
• Posted 2 days ago

Are you passionate about empowering individuals to take control of their financial future? We are looking for a dedicated Wealth Guidance Specialist to support both existing and prospective clients who prefer to make their own financial decisions. In this role, you will provide guidance on essent...

• West Midlands
• £50000 - £75000 per annum + benefits package
• Posted 2 days ago

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and dev...

• Nottingham
• £85000 - £110000 per annum + Bonus
• Posted 4 days ago

A leading DFM business are looking for an additional Financial Planner to join their busy offices in Nottingham. The successful candidate will have responsibility for the development and subsequent management of a financial planning client base. You will lead business development activities, alig...

• London
• £70000 - £90000 per annum
• Posted 4 days ago

I have an exceptional opportunity for a high-calibre, experienced Chartered Financial Planner to join this prestigious, award-winning, boutique Chartered Financial Planning practice. Offering technology led, full-service advice this company truly encapsulates next generation financial planning us...

• Newcastle upon Tyne
• £40000.00 - £50000.00 per annum
• Posted 4 days ago

IDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team. Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Adv...

• London
• £90000 - £140000 per annum
• Posted 5 days ago

Role: A Chartered IFA practice in London require an extremely experienced Chartered Financial Advisor to join the team You will inherit a high value client book that has been cultivated by the existing advisor for over 40 years! Portfolio of 115 households with circa £100 million AUM You will pro...

• West Yorkshire
• £50000 - £70000 per annum + Benefits + Bonus
• Posted 8 days ago

Yorkshire | Hybrid working - reporting into offices in either Leeds or Sheffield IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team. With acquisitions in the pipeline and continued growth of FUM via...

• North Yorkshire
• £90000.00 - £110000.00 per annum
• Posted 11 days ago

IDEX are working with a National Wealth Management firm who have demonstrated strong headcount and AUM growth in recent years who require a Chartered Financial Planner to join their team. With offices in North Yorkshire, the ideal candidate will be local to the region and be well placed to uplift...

• Glasgow
• £40000.00 - £45000.00 per annum + Bonus
• Posted 11 days ago

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this ...

• Newcastle upon Tyne
• £75000 - £85000 per annum + Bonus
• Posted 23 days ago

A national Wealth Management business is looking to recruit a Financial Planner into their Newcastle base. Due to a recent upsurge in new clients, the existing team of Financial Planners are at capacity, and so this is a newly created opportunity to join the business. Currently, c. 75 households ...

• Hereford
• £50000 - £80000 per annum
• Posted 29 days ago

I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Cheltenham or Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a pr...

• Hereford
• £50000 - £80000 per annum
• Posted 29 days ago

I'm currently partnered with a bespoke financial planning firm, who are looking for a Financial Planner to join their team in their Cheltenham or Hereford office. This company holds an outstanding reputation, which sets it apart from their competition on the market, specialising in providing a pr...

• Glasgow
• £80000 - £90000 per annum + Bonus
• Posted about 1 month 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...

• Glasgow
• £70000 - £80000 per annum
• Posted about 1 month 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...

• Knutsford
• £70000.00 - £90000.00 per annum
• Posted about 2 months ago

My client is in the heart of Knutsford city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rela...

• Manchester
• £70000.00 - £90000.00 per annum
• Posted about 2 months ago

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rel...

• Liverpool
• £70000.00 - £90000.00 per annum
• Posted about 2 months ago

My client is in the heart of Liverpool city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client rela...

• London
• £70000.00 - £100000.00 per annum + bonus and benefits
• Posted about 2 months ago

This is an exceptional opportunity in London for a high quality, experienced Chartered Financial Planner to work for a chartered independent financial planning practice with offices based in London. This is a fantastic opportunity to join an award-winning team of Advisers, who's core values are b...

• Brighton
• £90000.00 - £120000.00 per annum + Benefits + Bonus
• Posted about 2 months ago

Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex? This is an oppo...