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Found 8 jobs
    • Liverpool
    • £26000 - £29000 per annum
    • Posted 4 days ago

    My client is currently looking for an experienced IFA Administrator to join their team in Liverpool. The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulat...

    • Wirral
    • Negotiable
    • Posted 4 days ago

    IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval d...

    • Liverpool
    • £50000 - £65000 per annum
    • Posted 4 days ago

    The options out there are endless at the moment. Every Broker is looking to grow and as an Account Executive you need to know that the options you're looking at are the right ones. You're desperate for a new challenge but I'd be surprised if you wanted to start from scratch again, you've done tha...

    • Liverpool
    • £55000 - £65000 per annum + Benefits + Car
    • Posted 10 days ago

    IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston...

    • Liverpool
    • £50000 - £70000 per annum
    • Posted 10 days ago

    A leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working, managing your own diary. T...

    • Liverpool
    • £55000 - £65000 per annum + Benefits + Car
    • Posted 18 days ago

    IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston...

    • Liverpool
    • £50000 - £70000 per annum + benefits package
    • Posted about 1 month ago

    Company: We provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for retirement. We are part of a leading provider of advice, investment platforms, multi-asset investment solutions, a...

    • Liverpool
    • £60000 - £80000 per annum
    • Posted about 2 months 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...

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