IFA jobs

• Glasgow
• £80000 - £90000 per annum + Bonus
• Posted about 15 hours 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 6 days 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 15 days 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 15 days 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 15 days 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 15 days 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...

• Edinburgh
• £75000.00 - £100000.00 per annum
• Posted 15 days ago

Idex have partnered with a boutique wealth management company who are looking for an IFA who will service a recently acquired client bank. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of ...

• Manchester
• £45000 - £55000 per annum
• Posted 22 days ago

Are you an experienced, level 4 qualified Paraplanner who is interested in combining that expertise with delivery of advice, or an Adviser who writes your own suitability reports? We're looking for people who are passionate about great client service to join a team of Desk Based Advisors in Manch...

• Aberdeen
• £65000.00 - £85000.00 per annum
• Posted 22 days 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 22 days 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 29 days 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 about 1 month 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 ...

• Nottingham
• £60000 - £80000 per annum
• Posted about 1 month ago

Am industry accredited Financial Planning business is seeking a Senior Financial Planner to join their growing team in Nottingham. This Financial Planner opportunity will offer exposure to HNW/UHNW clients with complex financial needs that require exceptional level of service. This will be met th...

• Manchester
• £70000.00 - £90000.00 per annum
• Posted about 1 month 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 1 month 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...

• West Midlands
• £50000 - £75000 per annum + benefits package
• Posted about 1 month 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...

• Leeds
• £75000 - £90000 per annum + Bonus
• Posted about 1 month 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 about 1 month 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 ...

• Dundee
• £55000 - £60000 per annum
• Posted about 2 months ago

An opportunity has arisen for a Financial Adviser to join a successful IFA practice in Dundee to take over an existing portfolio of good clients. You will provide advice to a wide range of private and corporate clients. You will receive referrals and use existing introducers whilst servicing the ...

• Truro
• £45000 - £75000 per annum + Benefits + bonus
• Posted about 2 months 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...