Financial Services jobs

• Glasgow
• £32000.00 - £36000.00 per annum
• Posted 1 day 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 2 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 2 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 2 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 2 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...

• Lancashire
• Up to £35000 per annum
• Posted 2 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 ...

• London
• £85000 - £110000 per annum + Benefits + Bonus
• Posted 3 days ago

Responsible for building relationships with both new and existing private clients giving holistic financial advice to a growing portfolio. Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professiona...

• Doncaster
• £70000.00 - £80000.00 per annum
• Posted 3 days ago

** Yorkshire based clients to inherit due to upcoming retirement ** Support team based in Doncaster ** Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already has an established name across the UK. Largely through acqu...

• Glasgow
• £40000 - £60000 per annum
• Posted 3 days ago

We are working on an excellent opportunity for a Financial Planner to join a growing financial planning firm as a home based desk based Financial Adviser. Delivering excellent financial planning, advice and service to clients. This role is hybrid and you should be within a commutable distance to ...

• Truro
• £45000 - £75000 per annum + Benefits + bonus
• Posted 3 days ago

My client is a national IFA who is seeking an additional IFA to work in the Truro area. The role is due to succession planning and the successful IFA will be working alongside an existing IFA who is looking to exit the business in the 12 months. With an established business and clients to pass ov...

• London
• £85000 - £100000 per annum + Benefits + Bonus
• Posted 3 days ago

We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA...

• Perth
• Up to £30000.00 per annum + 40% bonus
• Posted 7 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...

• Glasgow
• £25000.00 - £28000.00 per annum + Excellent benefits package
• Posted 7 days ago

Idex consulting is recruiting for an IFA administrator to provide support to the office and a team of advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive administrative support to enable the advisers to be effective and efficient at ...

• Kidderminster
• £25000 - £32000 per annum + benefits package
• Posted 7 days ago

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established and highly reputable financial planning firm based in Warwick. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, ef...

• Devon
• £30000 - £35000 per annum
• Posted 7 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...

• Edinburgh
• £38000 - £42000 per annum + benefits package
• Posted 8 days ago

Purpose Working closely with advisers with complex advice cases and support the wider support team with technical queries, training and client queries and support. Responsibilities Prepare and write advice reports covering a broad range of financial planning topics including pensions, offshore bo...

• Glasgow
• £50000.00 - £55000.00 per annum + Excellent benefits package
• Posted 8 days ago

Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, s...

• Manchester
• £35000 - £45000 per annum
• Posted 8 days ago

My client is currently looking for an experienced Paraplanner in Manchester. What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners Ensuring that the preparation of advic...

• Wigan
• £40000 - £45000 per annum
• Posted 11 days ago

Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. THE ROLE: Providing technical, research and administrative support Production of compliant and detailed client s...

• Warwick
• £30000 - £32000 per annum + Benefits + Career Progression
• Posted 15 days ago

I'm currently looking for a Financial Planning Administrator to join a leading financial advisory group with offices based in Warwick. Due to the company's ongoing success, they are seeking talented individuals with experience in financial planning administration. If you're ready to take the next...