Financial Planner

1 week ago

Oldham, Oldham, United Kingdom Idex Full time

My client is based in Oldham and they are currently looking for an experienced Advisor to join their team.

The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.

Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.

With a strong paraplanning and support team, you will benefit from a local and experienced support to focus on building relationships and providing advice to your clients.

What's in it for you?

  • 28 days holiday, plus bank holidays plus birthday
  • Flexible hybrid working
  • Income protection for up to 5 years
  • Pirkx online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the internal Academy (to support future career aspirations).
  • Competitive bonus scheme


For more information please contact Graeme Hyland on or email

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

  • Demand Planner

    2 weeks ago

    Oldham, Oldham, United Kingdom Resideo Full time

    We now have an opportunity for a Demand Planner to join our EMEA Supply and Planning team based from our UK Head Office in Oldham, Manchester. The position of Demand Planning is responsible for all forecasting activities associated with customers and products for the ADI business units in the EMEA region.The Demand Planner creates and maintains forecast...

  • Ifa Administrator

    2 weeks ago

    Oldham, Oldham, United Kingdom mbf. Full time

    Financial Planning Administrator - Oldham - National Financial Planner's - Salary to £24,000 plus company benefitsMBF Recruitment are currently working with a highly respected Financial Planning Organisation who have offices across the UK. Their current requirement is for an experienced Financial Planning Administrator to join their busy team in OldhamThe...

  • Financial Services Administrator

    3 months ago

    Oldham, United Kingdom Radiant Financial Full time

    We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Accountabilities Include** Client Servicing:...

  • Demand Planner

    1 week ago

    Oldham, United Kingdom Resideo Full time

    We now have an opportunity for a Demand Planner to join our EMEA Supply and Planning team based from our UK Head Office in Oldham, Manchester. The position of Demand Planning is responsible for all forecasting activities associated with customers and products for the ADI business units in the EMEA region. The Demand Planner creates and maintains forecast...

  • Transport Planner

    4 weeks ago

    Oldham, United Kingdom Sunbelt Rentals Careers Full time

    **About The Role**: Are you ready to join a Company that really believes that people are the very heart of the business and really values your contribution? Due to the continued expansion of the business and increasing demands, we’re looking for a Transport Planner who will thrive in a busy environment. Reporting to the Regional Transport Manager, you'll...

  • Ifa Administrator

    4 weeks ago

    Oldham, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: IFA Administrator** **Salary: £22,000 - £25,000** **Location: Oldham** A financial planning firm with a strong reputation and an emphasis on putting their clients’ needs at the very heart of what they do are looking to add to the back-office administration team. The business provides advice across a diverse range of case types including...