Financial Services jobs

• Cheltenham
• £60000 - £80000 per annum
• Posted about 1 hour 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 about 3 hours 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 about 21 hours 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 about 24 hours 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...

• City of London
• £125000 - £128000 per annum
• Posted 1 day ago

My client is a leading global provider of shareholder, pension and credit technology. I am now seeking a strategic, client-focused leader to join as Head of Private Sector Clients a high-impact role responsible for shaping the experience and engagement. Key responsibilities Lead and develop a tea...

• Bristol
• £45000 - £58000 per annum + Bonus
• Posted 1 day 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...

• London
• £50000.00 - £70000.00 per annum + benefits package
• Posted 2 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 mu...

• Plymouth
• £90000 - £115000 per annum
• Posted 2 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...

• Manchester
• £38000 - £45000 per annum
• Posted 2 days ago

My client is a well-established financial advisory business in Manchester and they are currently looking for an experienced Paraplanner to join their team. This is an excellent opportunity for a career minded individual to join a rapidly growing team and support the business in its next stage of ...

• Edinburgh
• £75000.00 - £90000.00 per annum + plus car plus bonus
• Posted 2 days ago

A unique opportunity has arisen within this well known IFA practice in the centre of Edinburgh. We are looking for a senior planner to take over a retiring advisers clients and to help grow the business. The role will involve: Providing financial planning advice to a wide range of clients. Assist...

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 7 days 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 8 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 8 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 8 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 8 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 8 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 8 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 8 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 9 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 9 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...