IFA jobs

• West Midlands
• £50000 - £75000 per annum + benefits package
• Posted 3 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 5 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 5 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 5 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...

• North Yorkshire
• £90000.00 - £110000.00 per annum
• Posted 12 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 12 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 ...

• 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...

• 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...

• Aberdeen
• £65000.00 - £85000.00 per annum
• Posted about 2 months ago

A new opportunity has arisen to join a well established, successful IFA practice in Aberdeen to take over an existing portfolio. You will receive referrals and use existing introducers whilst creating new business development opportunities. You will manage the existing clients whilst trying to in...

• Devon
• £45000.00 - £65000.00 per annum
• Posted about 2 months ago

Are you CAS and seeking an opportunity in Devon? My client is looking for a Planner to join the business to replace a retiring Advisor. The role is situated in North Devon and comes with a client bank of established clients. The successful individual will identify and provide financial planning a...

• Aberdeen
• £60000 - £75000 per annum + Excellent benefits package
• Posted 2 months ago

A rare opportunity has arisen within this wealth planning firm with offices in central Aberdeen. We are looking for an experienced IFA to take over a fully established client bank. The clients will require: Investment and portfolio construction Cashflow planning and modelling Pension and retireme...

• Dunfermline
• £50000 - £70000 per annum
• Posted 2 months ago

An opportunity has arisen for an experienced Financial Adviser to join a successful IFA practice in Dunfermline to take over an existing large portfolio. You will receive referrals and use existing introducers whilst servicing the existing clients who are all HNW. This is a salaried position and ...

• Manchester
• £70000.00 - £90000.00 per annum
• Posted 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...

• Burgess Hill
• £65000 - £85000 per annum + Benefits + Bonus
• Posted 2 months 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...

• Leeds
• £75000 - £90000 per annum + Bonus
• Posted 2 months ago

IDEX Consulting are working in partnership with an established Accountancy & Financial Advisory brand, with offices across the UK. Currently, they require a Chartered Financial Planner to spearhead their presence in Leeds and utilise the relationships with internal and external stakeholders. For ...

• Glasgow
• £40000.00 - £60000.00 per annum
• Posted 2 months 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 ...