Financial Services jobs

• Liverpool
• £60000 - £80000 per annum
• Posted about 17 hours ago

My client is currently looking for an experience Investment Manager to join their team in Liverpool to help grow and service an existing book of clients. As an Investment Manager, you will be responsible for creating, advising, and managing individually tailored portfolios that are designed to ac...

• Glasgow
• £26000 - £34000 per annum
• Posted about 20 hours ago

The opportunity has arisen for a Financial Planning Administrator to join a well-established Financial Services Practice in Glasgow city centre which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking for someone t...

• Manchester
• £75000 - £95000 per annum
• Posted about 21 hours ago

My client is currently looking for a Portfolio Manager to join their team in Manchester. They are looking for someone who is passionate about delivering excellent client service and investment management for their clients. They want someone who can work as a part of a team, potentially managing r...

• Chorley
• £26000 - £29000 per annum + benefits package
• Posted about 21 hours ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications...

• Altrincham
• £26000 - £29000 per annum + benefits package
• Posted about 21 hours ago

My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Altrincham. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applicati...

• Manchester
• £70000 - £90000 per annum
• Posted about 21 hours ago

My client is currently looking for a Chartered Financial Planner to join their team in Manchester. Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement plann...

• Manchester
• £70000.00 - £90000.00 per annum
• Posted about 21 hours 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...

• Burgess Hill
• £65000 - £85000 per annum + Benefits + Bonus
• Posted about 21 hours ago

I'm looking to speak to experienced financial advisors in the West Sussex area with regards to a superb employed role where you will inherit and established book of clients from a retiring advisor. In this role, you will understand your clients current and future financial goals and formulate eas...

• Blackpool
• Up to £23400 per annum
• Posted 2 days ago

My client is currently looking for an Administrator to join their corporate actions team in Blackpool. Role responsibilities To identify and process corporate actions on clients' holdings To identify and process market claims on corporate actions To provide investors with clear information about ...

• Bristol
• £30000 - £35000 per annum
• Posted 2 days ago

I'm partnered with a National IFA business seeking a Junior Financial Advisor to join their thriving firm at their Bristol office. This is a fantastic opportunity to get your foot in the door with an established business within the advisory industry, offering rare exposure to highly affluent and ...

• Newcastle upon Tyne
• £30000 - £33000 per annum
• Posted 2 days ago

A national Wealth Management business with offices in the heart of Newcastle are looking to add further presence to the office with a Wealth Planning Administrator. This is an excellent opportunity for somebody with experience and an understanding of a Financial Planning environment, wanting furt...

• Manchester
• £38000 - £45000 per annum
• Posted 7 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 ...

• London
• £50000.00 - £70000.00 per annum + benefits package
• Posted 8 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...

• North Yorkshire
• £35000 - £40000 per annum
• Posted 8 days ago

I am delighted to be working exclusively with a traditional and boutique IFA business on the outskirts of York who are seeking a Paraplanner to join their busy team. Working alongside one other Paraplanner, the successful applicant will work alongside the firm's Financial Planners, taking full re...

• Ipswich
• £25000 - £30000 per annum
• Posted 8 days ago

An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a profession...

• Edinburgh
• £75000.00 - £90000.00 per annum + plus car plus bonus
• Posted 9 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
• £28000 - £36000 per annum
• Posted 9 days ago

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: Prepare suitabili...

• Devon
• £30000 - £35000 per annum
• Posted 12 days ago

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

• Bath
• £23000 - £25000 per annum + Bonus
• Posted 14 days ago

I'm currently looking for an Client Administrator to join a leading wealth management firm! Due to the company's ongoing success, they are seeking talented individuals with 6 months+ experience in wealth management administration who live local to Bath. Responsibilities: Manage calendars and sche...

• Newcastle upon Tyne
• £38000 - £42000 per annum
• Posted 14 days ago

Our client, an established Accountancy and Advisory business are continuing to grow and require a Diploma qualified Paraplanner to join their Newcastle offices. Joining a busy office consisting of 7 further Paraplanners and 15 further support/administrative team members, this role offers the succ...