Jobs from IDEX Consulting Ltd

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 a distinctiv

My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Preston and build a long-term career within their growing wealth management firm.This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations. The Role As a Paraplanner, y

About the Role Our client, a highly regarded wealth management firm, is seeking an experienced Senior Investment Assistant to join their Leeds-based team. This is a key position within the front office support function, offering the opportunity to work closely with Investment Managers while delivering an exceptional client experience. You will play a pivotal role in supporting client portfolios, o

An exciting opportunity for an Wealth Paraplanner to join a well-known, national Wealth Management Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportuni

We're partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Nottinghamshire area.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultr

A leading national financial planning business is looking to appoint a qualified Personal Wealth Adviser to join its Financial Planning division in Oxford. This is an employed role within a well-established, growing organisation backed by a major UK banking group and a global asset management firm. The business operates on a salary and bonus model, with no product-based commissions, ensuring advic

An exciting opportunity has arisen for an experienced Paraplanner to be based in the Dundee office for one of the top practices in Scotland. Main purpose of the job : To support the financial planners in their dealings with clients alongside the business support team. Responsibilities : Assist Financial Planners to prepare for client meetings Attend client meetings where appropriate Produce resear

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base. Key responsibilities will include: Handling

My clients is currently looking for a Corporate Actions specialist to join their team in Blackpool and be a subject matter expert to the team.The successful candidate will be responsible for providing deep technical expertise across complex corporate action events, acting as a point of escalation, quality control, and knowledge leadership within the Corporate Actions function. Key Focuses Upskilli

My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities. The Role You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients You will work to agreed budgets and

A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices.This role will suit somebody with current or recent Paraplanning experience who is looking to, or has started to transition their career into financial planning. Whilst the day to day role will have technical paraplanning responsibilities, this position has been created t

Are you an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience - from newly qualified professionals to seasoned experts. In this dynamic and high-impact role, you'll bring strategic insight, strong coaching ability, and a motivational lea

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice.You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual revie

We are partnering with a well-established IFA firm based in Nottingham that is seeking an ambitious and experienced Paraplanner to join their growing team. This is a genuinely exciting opportunity for a motivated individual who is looking to take the next step in their career, with a clear pathway to progress into a Financial Planner role in the future. This is a key role within the business suppo

Are you an experienced Financial Adviser looking for a self-employed partnership opportunity with a strong client base and full support infrastructure? We are recruiting two self-employed Financial Advisers to join our expanding Midlands team. About Us We are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. Our head office provides centralised admi

I am currently recruiting for a Financial Adviser for this very well known firm with offices in Aberdeen.You will provide advice to HNW private clients across a range of individuals including some niche professionals. You will be working with their existing clients and referrals.Dealing predominately with private client work you will deliver advice across the full spectrum of financial planning in

Are you an experienced Paraplanner looking to take the next step in your career within a supportive and technically strong environment? This is an excellent opportunity to join a highly regarded financial planning team where your expertise will be valued and your development actively supported. The Role Working closely with Financial Advisers and client support teams, you will play a key role in d

Are you an experienced Paraplanner looking to take the next step in your career within a supportive and technically strong environment? This is an excellent opportunity to join a highly regarded financial planning team where your expertise will be valued and your development actively supported. The Role Working closely with Financial Advisers and client support teams, you will play a key role in d

The Opportunity This is a unique opportunity to play a key role in shaping the success of a national adviser population-supporting individuals from day one through to confident, high-performing Advisers. You'll be at the heart of both training delivery and real-world performance, bridging the gap between classroom learning and on-the-job success. From leading engaging training sessions to coaching

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This hybrid role can be based in either Bath or Cheltenham and offers the chance to be part of a supportive and expanding team. Key responsibilities will include: Handling incoming calls and emails in a professional and efficie

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.We are looking for someone to provide high quality technical financial services administration and analytical support to successful Financial Planners in the business. You will be responsible for processing and

Are you a skilled Paraplanner looking to take your career to the next level? Do you want to work with a leading national firm that offers unrivalled career development and progression opportunities? Why Join Them? Career Growth: Structured development programmes, funded qualifications (CII), and clear pathways to Adviser or Senior Paraplanner roles. High-Quality Work: Support a team of experienced

A leading Financial Advisory and Accountancy firm with strong presence across the north of England and Scotland have an exciting opportunity for a Paraplanner to join they growing team. Due to movements within the team structure, this is a newly created opportunity and will allow for strong development and exposure within a high performing team. This role will suit an individual who is studying to

We're partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Nottinghamshire area.This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultr

Most senior Corporate Account Directors don't leave because of money.They leave because they've stopped growing - usually because someone above them hasn't.If that sounds familiar, keep reading.This broker is looking for a senior operator who wants more than a portfolio to babysit. Someone who can handle £100k revenue cases and lift the capability of the wider team. Someone who can help shift the

We are working with a rapidly growing financial services firm seeking ambitious, recently qualified advisers to join their expanding team. This is a fantastic opportunity for individuals from a support or administrative background who are diploma-qualified and eager to transition into a client-facing Financial Adviser role, or for early-career advisers looking to take the next step. Why this role?

My client is looking recruit an experienced and motivated Paraplanner to support their advisors in Preston and build a long-term career within their growing wealth management firm.This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations. The Role As a Paraplanner, y

A well-established Chartered independent wealth management firm is looking to appoint an experienced Financial Adviser to join its Bristol team. This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business.You'll manage existing client relationships, conduct annual reviews, identif

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a P

An exciting opportunity for an Wealth Paraplanner to join a well-known, national Wealth Management Practice in Edinburgh.You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning. The role offers exposure to complex client cases, close collaboration with advisers, and the opportuni

A leading national financial planning business is looking to appoint a qualified Personal Wealth Adviser to join its Financial Planning division in Oxford. This is an employed role within a well-established, growing organisation backed by a major UK banking group and a global asset management firm. The business operates on a salary and bonus model, with no product-based commissions, ensuring advic

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, draw-down reviews, investments, pension transfers, estate plan

I'm currently representing a leading independent financial planning firm who are looking to welcome an experience Financial Advisor into their team in Bristol. We're looking for a self-motivated Financial Adviser with a passion for the industry to join their growing team in Bristol. You'll benefit from inheriting a book of clients and enjoy the autonomy of flexible working. Candidates will need to