IDEX Consulting Ltd

65 open roles

United Kingdom

Locations: Glasgow · Solihull · London · Edinburgh · Perth · Norwich · Manchester · Cambridge · Leeds · Maidstone · Worcester · Cardiff …

IFA Admin
IDEX Consulting Ltd·Arundel, United Kingdom
Role Overview This position provides essential administrative support to the client servicing function, helping to ensure Advisers and clients receive an efficient, professional and responsive service. Working alongside the Administration Manager/Team Leader and wider administration team, you will play an important role in keeping client cases and day-to-day activities progressing smoothly. Key Responsibilities Provide reliable and proactive adm...
- On-site
- Full-time
3d ago
Wealth Manager
IDEX Consulting Ltd·Norwich, United Kingdom
Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Norwich office. This is an excellent opportunity to inherit momentum within a successful team that is approaching client capacity. With a healthy pipeline of client opportunities, there is significant potential to develop relationships from day one rather than starting from scratch. The office…
- On-site
- Full-time
- £60k–£90k / yr
4d ago
Financial Advisor
IDEX Consulting Ltd·United Kingdom
IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their expanding team based in the Newcastle area. This firm has built an outstanding reputation for delivering a truly bespoke, high-calibre service to high-net-worth clients. With a strong…
- On-site
- Full-time
- £65k–£80k / yr
5d ago
Client Administrator (Gloucester)
IDEX Consulting Ltd·Gloucester, United Kingdom
The Opportunity An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded national financial planning business with an excellent reputation in the market, located in Gloucester. Working closely with a team of Financial Advisers, you'll provide high-quality administrative support across the full client journey, ensuring new business, client requests and ongoing transactions are processed accurately…
- On-site
- Full-time
- £28k–£30k / yr
5d ago
Paraplanner (Bath)
IDEX Consulting Ltd·Bath, United Kingdom
I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their Bath team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning…
- On-site
- Full-time
- £45k–£50k / yr
5d ago
IFA Client Services Manager
IDEX Consulting Ltd·Wilmslow, United Kingdom
My client is currently looking for an IFA Client Services Manager to join their team in Wilmslow. The Role Be the primary point of contact between their Financial Planners and clients, ensuring their needs are met and their expectations exceeded Your role will encompass a diverse range of responsibilities aimed at fostering strong client relationships, driving customer satisfaction and maximising…
- On-site
- Full-time
- £48k–£52k / yr
6d ago
Development Underwriter - North
IDEX Consulting Ltd·United Kingdom
Our client is a well-established and growing Managing General Agent (MGA), known for its entrepreneurial culture and strong track record of profitable underwriting. As part of continued expansion, they are looking to appoint a Trading Underwriter to lead and develop their presence across the North West. The Role This is a genuine opportunity to take ownership of a regional book…
- On-site
- Full-time
- £80k–£80k / yr
9d ago
Pensions Analyst
IDEX Consulting Ltd·Birmingham, United Kingdom
An excellent opportunity for someone with Defined Benefit (DB) pensions experience to join a specialist pensions consultancy and take the next step in their career. You'll support the production of Expert Witness reports, reviewing pension documentation and working on cases predominantly involving pensions and divorce. Key responsibilities: Review CEVs/CETVs, benefit statements and pension documentation. Gather pension information and liaise wit...
- On-site
- Full-time
- £30k–£35k / yr
9d ago
Trainee Financial Adviser
IDEX Consulting Ltd·Wilmslow, United Kingdom
Do you have your Diploma in Financial services (level 4) and want to become a Financial Adviser? I have 2 positions available in Wilmslow for enthusiastic qualified individuals who will be put through an extensive training programme to become a Financial Adviser with a well known national firm. As well as your full training, you will be given the clients…
- On-site
- Full-time
- £35k–£37k / yr
11d ago
Pensions Administrator - SIPP
IDEX Consulting Ltd·Manchester, United Kingdom
We are recruiting two experienced Pension Administrator to join an established SIPP administration team. This is a great opportunity for someone with pensions experience and strong SIPP knowledge who is looking for their next career move. You will manage a varied caseload, working closely with clients, Financial Advisers, investment providers and internal teams to deliver accurate and timely pension administration.…
- On-site
- Full-time
- £24k–£26k / yr
11d ago
Account Handler
IDEX Consulting Ltd·Bristol, United Kingdom
Are you an insurance professional looking for your next step within the commercial insurance market? Perhaps you've built a strong background within Personal Lines or SME insurance and are now looking to develop your career further. This could be an excellent opportunity to join a well-established independent Chartered insurance broker in Bristol, where you'll be given the support, training and…
- On-site
- Full-time
12d ago
IFA Administrator
IDEX Consulting Ltd·Coventry, United Kingdom
I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management. You'll join an established support team working alongside experienced Advisers…
- On-site
- Full-time
- £24k–£31k / yr
13d ago
Commercial Account Handler
IDEX Consulting Ltd·Maidstone, United Kingdom
Ready to take the next step in your commercial insurance career? I'm working with a leading insurance broker in Maidstone who is looking to add a Corporate Account Handler to their team. You don't necessarily need to already be working with corporate clients. If you're an experienced Commercial Account Handler with a strong grounding across commercial insurance and you're ready…
- On-site
- Full-time
- £40k–£40k / yr
13d ago
Financial Planner
IDEX Consulting Ltd·Leeds, United Kingdom
An exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c. 20m FUM from day one. A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8). This is an excellent opportunity for an adviser who wants…
- On-site
- Full-time
- £60k–£90k / yr
16d ago
Senior Paraplanner
IDEX Consulting Ltd·Glasgow, United Kingdom
I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and…
- On-site
- Full-time
- £48k–£54k / yr
16d ago
IFA
IDEX Consulting Ltd·Glasgow, United Kingdom
Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial 50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100. The practice offers a fully-supported environment with strong back office resources and a collaborative team culture. What makes this stand out: Inherit an established…
- On-site
- Full-time
- £75k–£90k / yr
16d ago
Personal Wealth Adviser
IDEX Consulting Ltd·United Kingdom
Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Kent area and looking to accelerate your advisory career? Would you be interested in inheriting a large number of established HNW clients? Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you…
- On-site
- Full-time
- £63k–£80k / yr
17d ago
IFA Client Administrator
IDEX Consulting Ltd·Edinburgh, United Kingdom
Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards. Hybrid working : Office-based for first 6 months,…
- On-site
- Full-time
- £26k–£32k / yr
17d ago
Junior Financial Planner
IDEX Consulting Ltd·United Kingdom
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients,…
- On-site
- Full-time
- £50k–£65k / yr
17d ago
Senior Advice Technician
IDEX Consulting Ltd·Glasgow, United Kingdom
The purpose of this role is to offer constructive technical advice support to Advisers and other stakeholders of the business at the initial and final stages of the advice process. As our Senior Advice Technician, you will typically: Enhance advisory outcomes and solutions through direct discussion on complex financial planning cases with Advisers Provide clear and considered professional judgement and…
- On-site
- Full-time
- £55k–£65k / yr
18d ago
Financial Planning Administrator / Adviser Support
IDEX Consulting Ltd·Edinburgh, United Kingdom
Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Financial Planning Administrator/Adviser Support to join their growing Scottish team. Role Overview: Financial Planning Administrator to support Advisers with client servicing, new business processing and ongoing administrative tasks within a regulated financial planning environment. Key Responsibilities: Process new business and subm...
- On-site
- Full-time
- £28k–£32k / yr
18d ago
Financial Services Administrator
IDEX Consulting Ltd·Edinburgh, United Kingdom
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company Directors: Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client…
- On-site
- Full-time
- £28k–£35k / yr
18d ago
Paraplanner
IDEX Consulting Ltd·Leeds, United Kingdom
An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team. With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes…
- On-site
- Full-time
- £40k–£50k / yr
18d ago
Wealth Manager
IDEX Consulting Ltd·Cambridge, United Kingdom
Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Cambridge office. This is an excellent opportunity to inherit momentum within a successful team that is approaching client capacity. With a healthy pipeline of client opportunities, there is significant potential to develop relationships from day one rather than starting from scratch. The office…
- On-site
- Full-time
- £60k–£90k / yr
18d ago
Property and Casualty Underwriter
IDEX Consulting Ltd·London, United Kingdom
The Opportunity An ambitious and growing specialist insurer is looking to appoint a Property & Casualty Underwriter to join its expanding underwriting team. This is an excellent opportunity for an underwriter looking to build a long-term career within a business where performance is recognised, development is encouraged, and progression is genuinely achievable. The successful individual will work closely with an…
- On-site
- Full-time
- £65k–£80k / yr
19d ago
Financial Advisor x2
IDEX Consulting Ltd·United Kingdom
A highly regarded boutique independent financial planning firm in Berkshire is looking to appoint two experienced Financial Advisers as part of an exciting period of growth following a recent acquisition. This is a fantastic opportunity to inherit an established, high-quality client portfolio, allowing you to focus on delivering exceptional financial planning rather than business development. You'll join a collaborative and…
- On-site
- Full-time
- £70k–£80k / yr
19d ago
Account Executive
IDEX Consulting Ltd·United Kingdom
The Opportunity We're looking for an experienced Commercial Account Executive to join our growing team in the East Midlands. This is an excellent opportunity for someone who enjoys building long-term client relationships while developing new business. You'll inherit an established portfolio of commercial clients generating approximately 250,000 in annual income , providing a strong platform from day one. Your focus…
- On-site
- Full-time
- £60k–£80k / yr
19d ago
Investment Assistant
IDEX Consulting Ltd·Worcester, United Kingdom
Are you looking to build your career within investment and wealth management? We are working with a highly respected national wealth management firm who are looking for an Investment Assistant to join their Worcester team. This is an excellent opportunity to join an established organisation with a strong reputation in the market, supporting private clients and gaining valuable exposure within…
- On-site
- Full-time
- £29k–£33k / yr
19d ago
Complex Risk Broker
IDEX Consulting Ltd·United Kingdom
We are building a premier Complex Risk team and are seeking two exceptional, technically-focused insurance brokers to be a core part of our growth. This is a unique opportunity to move away from a purely transactional environment and help shape a solution-oriented practice built on excellence. Our clients culture is closer to a family than a large corporation. We are…
- On-site
- Full-time
- £150k–£200k / yr
20d ago
Financial Advisor
IDEX Consulting Ltd·Glasgow, United Kingdom
Financial Advisor - 65,000 + Bonus + Comprehensive Benefits | Glasgow / Hybrid Working An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to continued growth, our client is expanding its Wealth team and is looking to appoint an experienced Financial Adviser to provide ongoing advice to an established portfolio…
- On-site
- Full-time
- £60k–£65k / yr
23d ago
Managing Director
IDEX Consulting Ltd·Leeds, United Kingdom
Lead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine influence over regional strategy, the autonomy to lead in your own style and the opportunity to develop some of the industry's most successful new business professionals. Working across…
- On-site
- Full-time
25d ago
Managing Director
IDEX Consulting Ltd·Perth, United Kingdom
Lead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine influence over regional strategy, the autonomy to lead in your own style and the opportunity to develop some of the industry's most successful new business professionals. Working across…
- On-site
- Full-time
25d ago
Managing Director
IDEX Consulting Ltd·Manchester, United Kingdom
Lead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine influence over regional strategy, the autonomy to lead in your own style and the opportunity to develop some of the industry's most successful new business professionals. Working across…
- On-site
- Full-time
25d ago
Managing Director
IDEX Consulting Ltd·United Kingdom
Lead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine influence over regional strategy, the autonomy to lead in your own style and the opportunity to develop some of the industry's most successful new business professionals. Working across…
- On-site
- Full-time
25d ago
North American Casualty Claims Lead
IDEX Consulting Ltd·London, United Kingdom
We are seeking a highly skilled and motivated North American Casualty Claims Specialist to join the London-based claims team. This is an exciting opportunity to work with a market-leading Broker, supporting a diverse portfolio of clients with complex casualty claims across the United States and Canada. Key Responsibilities Manage a portfolio of North American casualty claims, including general liability and…
- On-site
- Full-time
- £120k–£150k / yr
26d ago
Wealth Management Admin Manager
IDEX Consulting Ltd·Glasgow, United Kingdom
Team Manager - Wealth Management Glasgow City Centre An exciting opportunity has arisen to join an award-winning wealth management firm in the heart of Glasgow. As the business continues to grow, we are looking to appoint an experienced Team Manager to lead and develop a high-performing team of Paraplanners and Administrators who provide exceptional support to our Financial Planners. This…
- On-site
- Full-time
- £45k–£55k / yr
Jul 24
Desk based adviser (Glasgow/Trainee also)
IDEX Consulting Ltd·Glasgow, United Kingdom
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 A brilliant opportunity has arisen for Trainee Financial Adviser's to join a well known and…
- On-site
- Full-time
- £35k–£45k / yr
Jul 21
IFA Administrator
IDEX Consulting Ltd·Solihull, United Kingdom
We're working with a successful independent financial planning firm in Solihull that's looking to appoint an experienced IFA Administrator to join its growing support team. This is an excellent opportunity to join a collaborative business where you'll work closely with Financial Planners and Paraplanners, supporting the delivery of outstanding client service while continuing to develop your career within wealth management.…
- On-site
- Full-time
- £28k–£35k / yr
Jul 21
Office Manager - Financial Planning Practice
IDEX Consulting Ltd·Solihull, United Kingdom
IDEX Consulting is delighted to be working with a well-established boutique financial planning firm based in Solihull, who are looking to appoint an experienced Office Manager to oversee the day-to-day operations of the business. This is a key leadership role, responsible for managing the office, leading the support function and ensuring the business continues to deliver an excellent service to…
- On-site
- Full-time
- £45k–£55k / yr
Jul 21
Director of Insurance
IDEX Consulting Ltd·London, United Kingdom
Shape the Insurance Strategy of a Global Business An opportunity has arisen to join a major international organisation with operations across multiple markets, where insurance is recognised as a strategic enabler of the business rather than simply a purchasing function. This executive-level appointment will take ownership of the Group's global insurance strategy, leading the design, placement and governance of complex…
- On-site
- Full-time
- £100k–£140k / yr
Jul 21
Broking Director
IDEX Consulting Ltd·London, United Kingdom
Build and Lead the Broking Proposition of a Growing Insurance Business An exciting opportunity has arisen to join an ambitious insurance business backed by a major international organisation. This is a unique opportunity to shape and lead the next phase of growth, developing a modern broking proposition that combines traditional insurance expertise with technology, strategic partnerships and data-led client opportunities.…
- On-site
- Full-time
- £110k–£150k / yr
Jul 21
Financial Adviser (Corporate)
IDEX Consulting Ltd·Manchester, United Kingdom
I'm partnered with a fast-growing, acquisitive and highly respected accountancy practice that is expanding its footprint across the North. They're now looking to bring in a talented Corporate Consultant to join their team; a brand-new role created off the back of significant growth - this role would also suit someone looking to move into corporate . As the first Consultant…
- On-site
- Full-time
Jul 16
JUNIOR IFA (DESK BASED)
IDEX Consulting Ltd·Edinburgh, United Kingdom
We are working on an excellent opportunity for a Financial Planner or Trainee to join a growing financial planning firm as desk based Financial Adviser. Delivering excellent financial planning, advice and service to clients. The ideal candidate will: Hold CAS - or be working towards Level 4 diploma qualified Experience as a paraplanner if not CAS Desire to be a…
- On-site
- Full-time
- £50k–£55k / yr
Jul 15
Senior Paraplanner
IDEX Consulting Ltd·Edinburgh, United Kingdom
An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality technical support, prepare tailored suitability reports, develop cash flow models and deliver financial planning solutions across investments, pensions, retirement, tax and estate planning. You'll take ownership of complex client...
- On-site
- Full-time
- £50k–£50k / yr
Jul 14
Paraplanner
IDEX Consulting Ltd·Glasgow, United Kingdom
An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplanner. You must have a good understanding of the financial services industry and have…
- On-site
- Full-time
- £50k–£60k / yr
Jul 14
Corporate Account Handler
IDEX Consulting Ltd·Cardiff, United Kingdom
If you're a technically minded Commercial Broker who enjoys working with larger, more complex risks, this could be an excellent opportunity to take the next step in your career. I'm working with a highly respected national insurance broker that's looking to strengthen its Cardiff team with an experienced Commercial Broker. This is a fantastic opportunity for someone who enjoys providing…
- On-site
- Full-time
- £40k–£48k / yr
Jul 13
SME Account Executive
IDEX Consulting Ltd·Cardiff, United Kingdom
If you're an SME Account Executive looking for a role where you can genuinely take ownership of your clients and portfolio, this could be the opportunity you've been waiting for. I'm working with a well-established independent insurance broker in South Wales that is looking to appoint an SME Account Executive to join its growing team. This is a desk-based role…
- On-site
- Full-time
- £30k–£34k / yr
Jul 13
Commercial Account Handler
IDEX Consulting Ltd·Bristol, United Kingdom
Are you an experienced commercial account handler looking to get out of a big corporate and work for a truly independent business or an SME Account Handler looking to take a step up? A well-established independent insurance broker based in Bristol is looking for an experienced Account Handler to join its commercial team, supporting the placement and servicing of commercial…
- On-site
- Full-time
- £35k–£47k / yr
Jul 1
Paraplanner
IDEX Consulting Ltd·Edinburgh, United Kingdom
Idex Consulting are working with a leading national financial planning firm looking to recruit an experienced Paraplanner to join their growing Edinburgh team. Working closely with Financial Planners, you'll provide technical support by producing high-quality suitability reports, carrying out detailed research and helping deliver tailored financial planning solutions for clients. Key Responsibilities Produce suitability reports across a range of...
- On-site
- Full-time
- £50k–£54k / yr
Jul 1
Commercial Account Executive
IDEX Consulting Ltd·United Kingdom
Getting equity as a Commercial Account Executive can be a real rarity! Certainly not something that we see every day! After all that hard work building up your network and a book of business, who wouldn't want a piece of the pie?! I'm looking to engage with likeminded individuals who are a at a point in their career where they…
- On-site
- Full-time
- £40k–£60k / yr
Jul 1
Paraplanner
IDEX Consulting Ltd·Blackburn, United Kingdom
My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support. As a Paraplanner you'll be at the heart of our client…
- On-site
- Full-time
- £35k–£45k / yr
Jun 18
IFA Administrator
IDEX Consulting Ltd·Manchester, United Kingdom
My client is currently looking for an experienced IFA Administrator to join their team in Manchester. 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 regulatory standards. To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with…
- On-site
- Full-time
- £30k–£33k / yr
Jun 18
Paraplanner Remote
IDEX Consulting Ltd·United Kingdom
The role will see you working closely with the Paraplanning Manager, Paraplanning Team Leader and established team of Paraplanners to provide an integral function to the wider team. Full paraplanning support to the wealth Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by compliance, technical and the investment team where appropriate Utilising all technology…
- Remote
- Full-time
- £35k–£55k / yr
Jun 16
Business Development Manager - Captives
IDEX Consulting Ltd·United Kingdom
Are you an experienced business development professional with a passion for insurance, captives and alternative risk solutions? This is an exciting opportunity to play a key role in growing captive insurance solutions across EMEA, working with clients, internal specialists and senior stakeholders across multiple countries. This is a hybrid role with flexibility to work from Dublin or one of a…
- On-site
- Full-time
- £60k–£95k / yr
Jun 11
Client Administrator
IDEX Consulting Ltd·United Kingdom
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team in Newcastle. The business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with Financial Planners who have been…
- On-site
- Full-time
- £28k–£32k / yr
Jun 9
Business Manager
IDEX Consulting Ltd·Wetherby, United Kingdom
A growing, values-led financial planning business is looking for a Client Services Manager to take ownership of operations and help create the conditions for sustainable growth. This is a pivotal leadership role designed to ensure the business runs smoothly, efficiently and consistently - freeing senior leaders to focus on clients, strategic direction and business development. You'll bring structure, pace and…
- On-site
- Full-time
- £38k–£45k / yr
Jun 9
Paraplanning Team Leader
IDEX Consulting Ltd·Birmingham, United Kingdom
I'm currently working with a growing financial planning firm in Birmingham that is looking to appoint a Technical Paraplanning Team Leader. This is an excellent opportunity for an experienced Paraplanner with strong technical expertise who is looking to play a key role within the business. Whilst the position includes responsibility for leading a small team, the firm's priority is finding…
- On-site
- Full-time
- £45k–£50k / yr
Jun 8
T&C Manager
IDEX Consulting Ltd·Nottingham, United Kingdom
About Our Client Our client is a leading UK wealth management and financial planning business, providing a comprehensive range of financial advice, investment management, retirement planning and protection solutions to individuals and businesses. Through a combination of organic growth and strategic acquisitions, they continue to expand their national presence while maintaining a strong focus on client outcomes, regulatory excellence and…
- On-site
- Full-time
- £55k–£65k / yr
Jun 3
T&C Manager
IDEX Consulting Ltd·Norwich, United Kingdom
About Our Client Our client is a leading UK wealth management and financial planning business, providing a comprehensive range of financial advice, investment management, retirement planning and protection solutions to individuals and businesses. Through a combination of organic growth and strategic acquisitions, they continue to expand their national presence while maintaining a strong focus on client outcomes, regulatory excellence and…
- On-site
- Full-time
- £55k–£65k / yr
Jun 3
IFA Administrator
IDEX Consulting Ltd·Leeds, United Kingdom
An established and growing financial planning practice is seeking a highly organised and detail-oriented IFA Administrator to support advisers and deliver an excellent client experience. This is an excellent opportunity for an experienced administrator looking to develop their career within financial services. The successful candidate will play a key role in supporting the client journey, processing new business, maintaining accurate…
- On-site
- Full-time
- £28k–£33k / yr
Jun 2
Independent Financial Adviser
IDEX Consulting Ltd·London, United Kingdom
Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? I am recruiting for a self-employed Financial Adviser to join an expanding team team where you will have clients covering London and the Home Counties About the Firm A directly authorised wealth management firm supporting numerous self-employed advisers nationwide.…
- On-site
- Full-time
Jun 2
Financial Planning Administrator
IDEX Consulting Ltd·United Kingdom
An established and highly regarded financial planning firm based near York is looking to appoint an experienced Office Administrator to support its growing team. This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a professional, client-focused environment. You'll play a key role in ensuring the smooth day-to-day running of the business while…
- On-site
- Full-time
- £28k–£32k / yr
Jun 1
Head of Cyber
IDEX Consulting Ltd·London, United Kingdom
Head of Cyber London Market 200,000 - 300,000 (negotiable) An established global insurance platform, with significant financial backing and big plans, is looking for a Senior Cyber Lead in London, to spearhead their growth, with a focus on US business. What is on offer? Autonomy to grow a portfolio Direct access to senior decision makers A board with a very…
- On-site
- Full-time
- £150k–£300k / yr
Jun 1
IFA Administrator
IDEX Consulting Ltd·Wetherby, United Kingdom
Join a Leading Chartered Financial Planning Firm An exciting opportunity has arisen for an experienced IFA Administrator to join a highly regarded, award-winning financial planning practice based near Wetherby. This well-established firm is known for delivering exceptional client service, maintaining the highest professional standards, and investing in the development of its people. This role would suit an organised and client-focused…
- On-site
- Full-time
- £28k–£33k / yr
Jun 1
Client Adviser
IDEX Consulting Ltd·Bristol, United Kingdom
You're at your best at the centre of a Commercial Broking team, collaborating closely with Account Executives and Directors to deliver an exceptional client experience. With solid exposure across the commercial insurance market, you're ready to take the next step in your career within a business that genuinely values its people and supports long-term development. This is a company with…
- On-site
- Full-time
- £35k–£45k / yr
May 29
Cyber Risk Management Specialist / Cyber Practice Consultant
IDEX Consulting Ltd·London, United Kingdom
Overview An exciting opportunity has arisen to join a growing specialist Cyber Risk & Insurance Practice within a highly respected commercial insurance brokerage and risk advisory business. This role will focus on supporting clients with their cyber risk management strategies, cyber insurance placement and broader cyber resilience planning. You will work closely with businesses across a range of sectors, helping…
- On-site
- Full-time
May 29
IFA Admin
IDEX Consulting Ltd·Glasgow, United Kingdom
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal progression of an existing team member. The client administration team is responsible for the day-to-day support and servicing of our clients. The role will see you working closely…
- On-site
- Full-time
- £30k–£38k / yr
May 12
Paraplanner
IDEX Consulting Ltd·Manchester, United Kingdom
My client is currently looking for an experienced Paraplanner to join their in Manchester but this isn't your standard Paraplanner role. Theyre are looking for an ambitious, tech and AI-savvy Paraplanner to join our growing team and help shape the future of financial planning. Yes, the fundamentals matter: Technical report writing Research and analysis Provider and platform knowledge Supporting advisers…
- On-site
- Full-time
- £50k–£60k / yr
May 5