IDEX CONSULTING LTD

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Perth team. This role is ideal for someone with strong Defined Benefit (DB) pensions experience, confident in manual calculations and overseeing the work of junior team members. Key Responsibilities: Manage and review DB pension scheme administration, including leavers, retirements, deaths, and transfers. Oversee team processes, monitor SLAs, and ensure compliance with legislation. Handle complex calculations and queries, and sign off on non-standard correspondence. Support and mentor junior team members, promoting best practice and continuous improvement. Liaise with clients and internal teams to deliver seamless service. Keep up to date with pensions legislation and provide technical guidance. The successful candidate will have: DB pensions administration experience essential. Confident with manual benefit calculations and checking work of others. Excellent communication, organisation, and problem-solving skills. Proficient in MS Word, Excel, and Outlook. Great opportunity to join a respected organisation offering career growth, professional support, and competitive rewards. 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.

I'm working with an established financial planning business looking to appoint an experienced Financial Planner to manage and develop an existing client bank across the West of Scotland. This is a great opportunity for an accomplished Adviser who wants the security of an established portfolio, excellent back-office support and the autonomy to manage their own diary and client relationships. Although notionally based from the firm's South Lanarkshire office, this is predominantly a field-based role, with considerable flexibility to work remotely when not meeting clients. The Role You will inherit an established client bank and provide holistic financial planning advice, building long-term relationships and identifying opportunities to further develop those clients. A key element of the position is advising clients with more complex financial planning requirements, so significant experience of trusts and trust planning is essential. You'll be supported by an excellent back-office function, allowing you to spend the majority of your time working with clients rather than being tied up with administration. What I'm Looking For You'll already be an experienced Financial Planner with a strong track record of managing client relationships and providing holistic advice. You'll need: Level 4 Diploma in Financial Planning as a minimum Strong, demonstrable experience of trusts and trust planning Broad technical knowledge across pensions, investments, retirement and estate planning Experience managing and developing an existing client portfolio Strong relationship-management skills and the ability to work autonomously Chartered status would be highly desirable, although it is not essential Package Up to £80,000 basic salary Car allowance Bonus Existing client bank provided Excellent paraplanning and administrative support Flexible/remote working alongside client meetings This would particularly suit an experienced Adviser who enjoys being out with clients and wants the freedom to manage their own working week, while still having the infrastructure and support of an established financial planning business behind them. For a confidential discussion, contact Alison MacMillan at IDEX Consulting . 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.

The Opportunity A specialist insurance business is looking to appoint a Business Development Manager to play a key role in the continued growth of its proposition. This is a role for someone who genuinely enjoys being out in the market, meeting people, building relationships and creating opportunities. We're not looking for someone who simply manages a pipeline from behind a desk. We're looking for a proper networker someone who is well connected within the insolvency, restructuring and professional services community and knows how to turn relationships into long-term commercial opportunities. You'll become a key representative of the business in the market, developing existing relationships while continuously expanding your network and opening new doors. The Role Develop and deliver a proactive business development strategy across the insolvency and professional services market Build and maintain strong, long-term relationships with key introducers, clients and professional contacts Spend significant time out in the market, attending meetings, networking events, conferences and industry functions Identify and develop new business opportunities through both your existing network and new relationships Build relationships with insolvency practitioners, restructuring professionals, Accountants, Lawyers and other relevant professional Advisers Work closely with the internal team to turn introductions and relationships into new business Maintain regular contact with key relationships and ensure the business remains front of mind Represent the business at relevant industry events and networking opportunities Develop a strong understanding of the insolvency insurance market and identify opportunities within it Collaborate with colleagues to maximise opportunities and strengthen relationships Manage business development activity and opportunities What We're Looking For Above all, we're looking for someone who is well connected, commercially minded and naturally good with people. You'll ideally have: An established networker A proven track record in business development, sales or relationship management The confidence to build relationships with senior decision-makers A genuine passion for networking and meeting people The ability to turn relationships and conversations into commercial opportunities Excellent communication and interpersonal skills A proactive and entrepreneurial approach The confidence to represent the business at industry events and in front of senior professionals Strong commercial awareness and the ability to spot opportunities The drive and resilience to build relationships and develop business over the long term The Person This role will suit someone who is naturally curious, sociable and highly relationship-driven. You'll be the type of person who is happy picking up the phone, arranging a coffee, booking a lunch or attending an industry event because you understand that good business development starts with relationships. You may already have an established network within insolvency or restructuring, or you could come from a closely aligned professional services or insurance background where relationships, referrals and introductions are central to your success. What's important is that you're credible in the market, confident in front of people and genuinely enjoy networking. This isn't a role for someone waiting for opportunities to come to them. It's for someone who will get out there, open doors and build the market around them. The Opportunity You'll be joining an established specialist insurance proposition with the backing and resources of a wider organisation, while having the autonomy to develop your own relationships and opportunities. If you're someone who knows how to network, enjoys being in the room and has the relationships to make things happen, we'd like to hear from you. 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.

Not only do you enjoy the processing side of a marine technical role, you're ready to step up into a position where you'll be able pass your knowledge on, lead from the front and become a senior within a small, growing technical team. This is joining one of those Lloyd's Brokers who are highly popular in the market, a great employer and a firm who have built a culture that values team work and effort, but everyone having enjoyment along the way. As a senior within the team, you will deal with a range of marine classes including marine hull and machinery, P&I, marine liability and some cargo. You'll be an expert at debiting, crediting, reconciliation, Bureau submissions and associated back-office processes (there is a separate team who focus on the slip production). The team you'll be the senior of have great potential but are less experienced, which will give you the opportunity to utilize your knowledge and set a great example and put a system in place. As an integral part of the marine broking team, you'll be offered a salary in the £40,000 - £60,000 range depending upon experience plus comprehensive benefits package. You'll be able to work from home 2 days a week and 3 in the office (near Leadenhall market). We are looking to talk to individuals with previous experience in a processing/technical role. We have a preference for individuals with some exposure to the marine insurance market, although are open on experience. A lot of "processing" roles in the London market are deemed more of a "job". This is an opportunity to join a highly dynamic Lloyd's Broker, working with a great bunch of people and industry professionals. If you have a CV, please apply. If not, do not worry, get in touch and we can help you build a profile. 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.

How often does an Account Executive opportunity come with a £250k+ income book ready to inherit from day one? I'm working with a highly respected, established independent insurance Broker looking for a Commercial Account Executive to take ownership of an existing portfolio generating approximately £250k-£260k in income. The book is made up of high-end SME and smaller corporate clients, with individual cases typically generating around £5k-£15k income. So rather than starting with a blank sheet of paper, you'll have an established portfolio of clients to meet, relationships to develop and a substantial book to make your own from the outset. The opportunity The emphasis here is on retaining, managing and developing the existing portfolio, getting to know your clients properly and identifying opportunities to grow those relationships. There is a new business element to the role, but the expectations are realistic and balanced alongside the size of the existing book you'll inherit. You'll also have dedicated broking support, allowing you to focus your time on clients, relationships and developing the portfolio rather than being dragged into every element of the day-to-day administration. Who would this suit? You could already be an Account Executive looking for an opportunity where there's a genuine book to inherit, alongside sensible expectations around new business. Equally, previous Account Executive experience isn't essential. If you're an experienced Commercial Account Handler or Broker who's confident with clients and ready to take ownership of your own portfolio, this could provide a genuine opportunity to make that move. Why consider it? You're inheriting a £250k-£260k income book from day one, with dedicated broking support, realistic growth expectations and the autonomy to build strong, long-term relationships with your clients. You'll be joining an established independent business with a collaborative culture, strong insurer relationships and a genuine focus on developing and retaining good people. The role can be based across a number of locations, although Watford or London would be preferred. If you're looking for an Account Executive role where managing and developing a quality existing book is every bit as important as winning new business, I'd love to have a confidential conversation. 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.

How often does an Account Executive opportunity come with a £250k+ income book ready to inherit from day one? I'm working with a highly respected, established independent insurance Broker looking for a Commercial Account Executive to take ownership of an existing portfolio generating approximately £250k-£260k in income. The book is made up of high-end SME and smaller corporate clients, with individual cases typically generating around £5k-£15k income. So rather than starting with a blank sheet of paper, you'll have an established portfolio of clients to meet, relationships to develop and a substantial book to make your own from the outset. The opportunity The emphasis here is on retaining, managing and developing the existing portfolio, getting to know your clients properly and identifying opportunities to grow those relationships. There is a new business element to the role, but the expectations are realistic and balanced alongside the size of the existing book you'll inherit. You'll also have dedicated broking support, allowing you to focus your time on clients, relationships and developing the portfolio rather than being dragged into every element of the day-to-day administration. Who would this suit? You could already be an Account Executive looking for an opportunity where there's a genuine book to inherit, alongside sensible expectations around new business. Equally, previous Account Executive experience isn't essential. If you're an experienced Commercial Account Handler or Broker who's confident with clients and ready to take ownership of your own portfolio, this could provide a genuine opportunity to make that move. Why consider it? You're inheriting a £250k-£260k income book from day one, with dedicated broking support, realistic growth expectations and the autonomy to build strong, long-term relationships with your clients. You'll be joining an established independent business with a collaborative culture, strong insurer relationships and a genuine focus on developing and retaining good people. The role can be based across a number of locations, although Watford or London would be preferred. If you're looking for an Account Executive role where managing and developing a quality existing book is every bit as important as winning new business, I'd love to have a confidential conversation. 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.

Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Nottingham 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 also has a clear focus on long-term succession planning, making this an ideal opportunity for an ambitious investment professional looking to build a sustainable, long-term career within a prestigious organisation. Working with HNW and UHNW individuals, you will deliver bespoke wealth management advice while developing long-lasting client relationships and contributing to the continued growth of the business. The Role As a Wealth Manager, you'll be responsible for managing and growing a portfolio of private clients, providing holistic wealth management solutions tailored to their individual needs and objectives. You'll work collaboratively with specialists across investments, financial planning and lending to deliver an exceptional client experience while identifying opportunities to grow both client relationships and assets under management. Key Responsibilities Build and maintain trusted relationships with HNW and UHNW clients Understand clients' financial goals, risk appetite and personal circumstances to provide tailored advice Conduct regular client reviews and ensure portfolios remain aligned with clients' objectives Develop new business through referrals, professional networks and introducer relationships Grow assets under management and contribute to the wider commercial success of the office Work alongside investment, lending and planning specialists to deliver integrated wealth management solutions Deliver an exceptional level of client service through proactive communication and ongoing relationship management Ensure all advice and client activity complies with FCA regulations and internal governance standards Maintain accurate client records and complete all suitability and regulatory documentation About You We're looking for an Investment Manager or Wealth Manager/Private Banker with a genuine passion for delivering exceptional client outcomes. You'll ideally have: Experience within private banking, wealth management or financial advice A strong track record of managing relationships with affluent, HNW or UHNW clients Excellent relationship-building and communication skills Commercial awareness and the ability to identify opportunities for business growth A sound understanding of investment solutions and wider wealth management services Achieved either the CISI level 6 PCIAM or level 7 CWM qualifications What's on Offer The opportunity to join a respected and growing private wealth business Access to an established office with strong referral opportunities and significant capacity for new client relationships A long-term career opportunity supported by succession planning within the Nottingham team Collaborative working alongside experienced wealth management specialists Competitive salary, performance-related bonus and comprehensive benefits package A supportive culture that encourages professional development and career progression Reach out to Tom Roberts for more information - 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.

The Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership of a portfolio of clients, acting as a key point of contact and ensuring they receive a first-class service throughout their relationship with the business. You will work closely with Financial Planners, technical teams and, where appropriate, clients' Legal and Tax Advisers to ensure advice and planning recommendations are implemented efficiently. Key Responsibilities Manage a portfolio of clients and act as the first point of contact for service enquiries Build and maintain strong, trusted client relationships through telephone, email and face-to-face contact Take ownership of client queries, ensuring they are resolved promptly and professionally Organise client and Planner meetings and coordinate the required documentation Gather and maintain accurate client information and ensure CRM records are kept fully up to date Prepare and coordinate financial planning, cashflow and portfolio review documentation Implement planning recommendations and post-meeting actions Liaise with Financial Planners and technical teams to ensure a comprehensive client service Identify and chase outstanding information required to progress client cases Ensure post-meeting notes and client correspondence are completed to a high standard and within agreed timescales Maintain accurate client files in line with compliance requirements Keep up to date with relevant legislation and follow all regulatory and compliance procedures About You Our client is looking for someone who is genuinely passionate about client service and takes ownership of delivering a positive client experience. You will ideally be: Highly organised, methodical and detail-oriented Confident communicating with clients both verbally and in writing Comfortable managing multiple priorities and working to deadlines Proactive, solutions-focused and able to use your own initiative Able to take ownership of client cases and see actions through to completion Professional and confident when dealing with HNW clients and other professional Advisers Accurate and efficient, with a strong understanding of the importance of compliance Comfortable working independently while also supporting colleagues when required Why Apply? This is an excellent opportunity to join a growing financial planning business where client experience is genuinely at the heart of the role. You will have the opportunity to develop your technical knowledge, take ownership of a client portfolio and work alongside experienced Financial Planners and technical specialists. If you are an experienced Client Services/Administrator professional looking for your next opportunity within financial planning, we'd be keen to hear from you. Get in touch with Tom Roberts for more information - 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.

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands-on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands-on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report-writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload-management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff-based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands-on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery This is an excellent opportunity for an experienced Senior Paraplanner or Paraplanning Team Leader looking to take ownership of a sizeable team while retaining a strong connection to the technical side of paraplanning. For further information or a confidential discussion about the opportunity, please get in touch - 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.

Growth doesn't happen by accident. Someone has to build the machine behind it. That's you. Let's start with what this isn't. It isn't a job where you sit centrally and issue targets. And it isn't a "roll out the strategy" role where the strategy already exists and you simply deliver the deck. It's much more hands-on than that - and more interesting. This is a fast-growing, PE-backed national wealth management group, built around strong regional businesses and backed to keep growing. As the group has expanded, the next challenge is making sure its commercial capability grows with it. Some regions have brilliant commercial instincts but need help turning them into a plan. Others have the plan but not the routines to deliver it. Your job is to work out which is which - and actually fix it. Region by region. Not with a one-size-fits-all playbook that looks great on a slide but dies on contact with real advisers. What you'd actually be doing You'll sit alongside Financial Planning Directors and Heads of Advice, turning "we want to grow" into clear commercial plans with real priorities, measures and owners. You'll help regions identify where the opportunity actually sits - whether that's adviser productivity, conversion, client opportunities, referrals or wider organic growth - and build the routines that turn those opportunities into revenue. That means creating the commercial habits behind sustainable growth: the reviews, MI, playbooks and accountability that help regional teams perform better without making them feel centrally managed. And you'll track what's genuinely working, so the good ideas travel across the group and the bad ones don't get repeated ten times over. Who does well here Someone who's led growth, distribution or sales within wealth management or financial planning and has actually built commercial plans and made them stick across multiple sites or regions. Someone who can look at a spreadsheet of MI and see three opportunities other people missed. Someone regional leaders would want in the room - not because of their title, but because they're useful. You'll need to be comfortable winning people over through influence rather than instruction, while also knowing when it's time to challenge, be direct and drive action. The practical stuff You'll report directly to the Chief Commercial Officer and work closely with Financial Planning Directors, Heads of Advice and the central commercial team. The role is UK-based and hybrid, with regular travel to regional offices and London. If you're more interested in building something than maintaining it, get in touch. 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.

We are representing a national wealth management firm that is seeking an experienced Senior Financial Planner to join its growing team and inherit an established client bank of approximately £60m AUM across 110 households. This is an exceptional opportunity for a Chartered Financial Planner to take ownership of a high-quality, well-established client portfolio, predominantly comprising clients across Cornwall and Devon, while benefiting from the infrastructure, resources and reputation of a national wealth management business. The Opportunity The successful candidate will inherit an established client bank of approximately £60m AUM across 110 households, with the majority of clients located throughout Cornwall. The portfolio is well established, with strong client relationships and excellent retention prospects. It is regarded as one of the more attractive adviser opportunities within the business. A significant benefit of the role is the existing recurring revenue attached to the client bank, with the successful adviser receiving 70% of the ongoing recurring revenue. The size and quality of the inherited portfolio means the adviser will have a strong foundation from which to build their earnings from the outset. There is also significant scope to develop new business. The firm is investing in local marketing activity, including a 12-month radio advertising campaign, designed to increase brand awareness and generate new client opportunities across the local market. The successful adviser will be the only Wealth Planner being promoted through this campaign, providing an excellent platform for business development. Key Responsibilities Take responsibility for an established client bank of approximately £60m AUM Manage and develop relationships with around 110 households Deliver high-quality, holistic financial planning advice Identify opportunities to develop additional business from existing and new clients Build a strong presence across the Cornwall and Devon market Work closely with dedicated Paraplanning and Client Services teams Contribute to the continued growth of the firm's client proposition Candidate Profile We are looking for an ambitious and commercially minded Financial Planner who is confident managing a substantial client bank and has a genuine appetite for developing new business. Chartered status is the key requirement for the position, although candidates who are very close to achieving Chartered status will also be considered. The successful candidate will ideally be: A Chartered Financial Planner, or very close to achieving Chartered status An experienced adviser with a strong technical and client-facing background Comfortable managing a sizeable existing client bank Commercially driven and motivated to generate new business A strong relationship builder with a genuine client-first approach Ambitious and keen to grow their own client base Comfortable working autonomously within a remote environment What's on Offer Salary of up to £75,000 , depending on experience and qualifications Attractive bonus structure £60m inherited client bank Approximately 110 established households 70% of recurring revenue attached to the inherited portfolio Dedicated Paraplanning and Client Services support Full administrative and paraplanning resource Fully remote working Significant investment in local marketing and lead generation The opportunity to build and develop a significant client presence across Cornwall and Devon The backing, infrastructure and resources of a national wealth management firm This represents a rare opportunity for a Chartered Financial Planner to inherit a substantial, established client bank while having the autonomy to develop new business and grow their earnings within a highly established national wealth management business. For further information or a confidential discussion about the opportunity, please get in touch via - 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.

This practice prides itself on delivering high-quality, holistic financial advice built on trust, integrity, and genuine care. As a Chartered firm they uphold the highest standards of professionalism and client service and they are looking for the next key hire in London. We are looking for a talented, relationship-focused Chartered Financial Adviser to join the team at a key part of their growth journey The Role This is a rare opportunity to step into a well-established client-facing role, with the majority of your time spent advising and nurturing an existing portfolio of long-term clients. You'll also benefit from warm internal referrals and business development support to continue growing your book in a sustainable, high-quality way. Key Responsibilities: Deliver independent, whole-of-market advice across pensions, investments, protection, IHT, and tax planning Manage and develop relationships with a loyal base of existing clients Identify new advice opportunities through reviews, referrals, and internal channels Collaborate with a dedicated support team (paraplanning and admin) to ensure a smooth and compliant advice process Maintain high professional and ethical standards in line with their Chartered status Requirements: Level 6 Chartered Financial Planner (or equivalent) qualification (or very close to) Proven experience as a Financial Adviser Strong interpersonal and relationship management skills Confidence in dealing with complex client needs and high-net-worth individuals (£1 million plus average case size) Based in or near London with flexibility for face-to-face and remote meetings A team player who values long-term relationships over short-term gains Why could this opportunity be for you? A supportive, client-first culture backed by financial and tech focused support A book of existing clients ready for you to manage and grow Hybrid working options Dedicated paraplanning and admin support to allow you to focus on what you do best Access to market-leading technology, compliance, and training Clear progression opportunities and CPD support Next steps? If you're an experienced, Chartered Adviser looking to join a values-led firm that empowers you to do your best work, we'd love to hear from you. Please send your cv or use the contact info below for a confidential discussion Contact David Elders on or 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.

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an excellent opportunity for an experienced paraplanner who has progressed into a mentoring, team leadership or management position and is now looking for the opportunity to take responsibility for a sizeable, geographically dispersed team. The successful candidate will lead a team of approximately 16 paraplanners with the majority of the team based in Bristol. The Opportunity The Paraplanning Team Leader will take responsibility for the performance, development and day-to-day management of the paraplanning team across Bristol, Cardiff and Truro. A key part of the role will be providing leadership, mentoring and support to the team, ensuring high standards of technical quality, service delivery and operational efficiency are maintained across the three locations. This is not a purely managerial position. The successful candidate must have a strong technical background in paraplanning and be comfortable supporting the team directly when required. The role offers an ideal opportunity for a Senior Paraplanner / experienced Team Leader who enjoys developing people but also wants to retain a hands-on element to their role. Key Responsibilities Lead and manage a team of approximately 16 paraplanners across Bristol, Cardiff and Truro Provide effective leadership, mentoring and ongoing development to team members Monitor workloads, performance and service levels across the three offices Ensure paraplanning work is delivered to a consistently high technical and professional standard Support the team with more complex technical cases where required Identify opportunities to improve processes, efficiency and consistency across the paraplanning function Work closely with Financial Planners, Client Services and wider management teams Candidate Profile We are looking for an experienced paraplanning professional who has already gained team leadership, mentoring or management experience and is ready to take the next step in their career. Importantly, candidates must have a genuine paraplanning background. This is not a role suited to someone who has moved entirely away from technical paraplanning, as the successful candidate will be expected to provide hands-on support to the team when required. The ideal candidate will have: Strong previous experience within a paraplanning environment Previous team leadership, mentoring or management experience Excellent technical and report-writing skills The confidence to manage and motivate a sizeable team Strong organisational and workload-management skills A collaborative and supportive leadership style The ability to work effectively across multiple offices A genuine interest in developing and supporting paraplanning professionals Location & Working Pattern Given that the majority of the team is based in Bristol, the preferred working arrangement would be for the successful candidate to be based from the Bristol office three days per week, with two days working from home. The business would also consider a Cardiff-based candidate working two days per week from Cardiff and one day per week from the Bristol office, with the remainder working remotely. What's on Offer Salary of up to £65,000 Leadership responsibility for a team of approximately 16 paraplanners Opportunity to influence and develop a growing paraplanning function Hybrid working Exposure across three offices within the South West A role combining people leadership with hands-on technical paraplanning The opportunity to make a genuine impact on team performance, development and service delivery This is an excellent opportunity for an experienced Senior Paraplanner or Paraplanning Team Leader looking to take ownership of a sizeable team while retaining a strong connection to the technical side of paraplanning. For further information or a confidential discussion about the opportunity, please get in touch - 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.

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 to produce accurate solutions for clients Carrying out relevant financial calculations on behalf of the Advisers, including CGT and AA Working with the Adviser to gather sufficient client information, including delegating appropriate information gathering tasks to client administration team Understand and apply all of the company's research systems 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.

An established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester. This is an excellent opportunity for an Adviser who enjoys developing new client relationships and wants to be part of a business with a strong reputation, excellent market presence and a collaborative culture. You'll have the freedom to build your own client base while being supported by an experienced paraplanning, administration and compliance team. The firm prides itself on delivering high-quality, holistic financial planning and is committed to providing clients with tailored, long-term advice. The Role As a Financial Planner, you will: Deliver holistic financial planning advice across pensions, investments, protection and retirement planning Build and develop your own portfolio of clients through networking, professional connections and business development Create and maintain long-term client relationships built on trust and exceptional service Work closely with an experienced paraplanning and client support team, allowing you to focus on advising clients Ensure all advice is delivered in line with FCA regulations and internal compliance standards Contribute to the continued growth and success of the business About You To be successful in this role, you will have: Experience as an Independent Financial Adviser or Financial Planner A minimum of level 4 Diploma in Financial Planning Strong technical knowledge across pensions, investments and holistic financial planning A proactive approach to business development and relationship management Excellent communication and interpersonal skills A genuine passion for delivering exceptional client outcomes What's on Offer Basic salary up to £75,000 Competitive bonus scheme Full paraplanning and administrative support Hybrid and flexible working Ongoing professional development and career progression Comprehensive benefits package A collaborative, supportive and client-focused culture This is an excellent opportunity to join a respected financial planning firm where you'll have the autonomy to grow your own client portfolio while being backed by an established business with an excellent reputation in the market. If you're an ambitious Financial Planner looking for your next opportunity, we'd love to hear from you. Apply today for a confidential discussion. 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.

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. Key Responsibilities Day-to-day administration of SIPPs Process PCLS, drawdown and regular/ad-hoc retirement payments Complete retirement, bereavement and pension divorce calculations Arrange investment withdrawals and process income tax via HMRC systems Process death and beneficiary payments Liaise with clients, Advisers and investment providers Track cases through to completion and work within agreed SLAs Support wider SIPP/SSAS administration when required Maintain high standards of quality, compliance and risk management About You SIPP knowledge and administration experience Good understanding of pension rules, drawdown and investments Strong numerical, organisational and attention-to-detail skills Excellent written and verbal communication Confident working with clients and Financial Advisers Proficient in Microsoft Office, particularly Excel The company offers good benefits and hybrid working. For more information please contact Lynn Wilson on or email 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.

Are you an experienced treasury professional looking for a role with real ownership, senior exposure and the opportunity to shape how a treasury function operates? This is an exciting opportunity to join a small, expert treasury team within a leading UK investment platform, managing a very significant portfolio of client cash. The role has genuine breadth. You'll take ownership of counterparty credit risk and liquidity risk, while also contributing across treasury dealing, forecasting, financial modelling, regulatory requirements and strategic projects. You'll have regular exposure to senior stakeholders and Executive Directors and, when required, deputise for the Head of Treasury. What you'll be doing Owning and developing the counterparty credit risk and liquidity risk frameworks across a significant client cash portfolio Designing and running stress tests, sensitivity analysis and what-if scenarios Leading cashflow forecasting and proactively identifying potential liquidity pressures Monitoring exposures against risk appetite and regulatory limits Acting as Treasury Dealer when required, including placing deposits with approved counterparties Ensuring dealing activity operates within relevant CASS and MIFIDPRU requirements Producing clear treasury analysis, risk assessments, forecasts and recommendations for senior stakeholders Presenting complex treasury matters confidently to Executive Directors and non-specialist audiences Leading interest income forecasting, including model development, assumptions and variance analysis Working closely with finance and FP&A to integrate treasury forecasts into wider business planning Supporting regulatory reporting, documentation and controls Providing treasury input into strategic and growth projects across the wider business The business has recently implemented FIS Integrity as its Treasury Management System and is looking to maximise its capabilities across risk monitoring, reporting and operational workflows. At the same time, the team is actively exploring how AI, automation and data tools can enhance treasury analysis, reporting and risk management. We're particularly interested in people who bring: Proven treasury experience, ideally with exposure to counterparty credit risk and/or liquidity risk Strong cashflow forecasting and financial modelling experience Experience placing deposits and/or undertaking treasury dealing activity Excellent Excel and analytical skills, with the ability to build and interpret models and scenarios Experience of interest income or similar financial forecasting The confidence to communicate complex analysis clearly to senior stakeholders Strong attention to detail and organisational skills A willingness to operate across the full breadth of Treasury responsibilities A treasury or financial qualification such as ACT, AMCT, CFA or equivalent would be advantageous. 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.

Senior Professional Liability Underwriter London £110,000 - £160,000 + bonus A highly regarded Professional Liability underwriting team in London is looking to bring an experienced Senior Underwriter on board. The team write both US and international PI business, mainly primary; including Engineers, Insurance Brokers, Lawyers, Corporate Service Providers, Loss Adjusters and Miscellaneous business. The role will entail underwriting both new and existing business, negotiating with Brokers and helping develop business globally (which will include some travel). With regards to experience, the key for this role is experience underwriting and leading primary Professional Indemnity business. International and/ or US business exposure is strongly desired, however pure UK backgrounds will also be considered. Strong relationship building skills with Brokers are also sought, alongside business development skills. This is a fast-paced environment and a strong work ethic is essential. In return, you will benefit from a diverse, interesting book and an entrepreneurial culture. 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.

A highly regarded, national wealth management firm is seeking an experienced Financial Planner to join its established presence in Fareham. This is a unique opportunity to step into a succession plan, inheriting and developing an existing client base as part of the firm's continued growth strategy. The Opportunity Following a recent acquisition, the current business owner is planning to retire within the next 12 months, creating a clear pathway for an incoming Advisor to take over an established portfolio. You will work closely with the existing principal during the transition, ensuring a smooth handover of client relationships and long-term continuity. The firm continues to grow through both acquisitions and organic expansion, offering strong long-term career stability and progression. The Role Manage and transition an existing client portfolio Deliver holistic, high-quality financial planning advice Build trusted relationships with clients during the succession period Identify and develop new business opportunities Package & Benefits Year 1: no validation target, with 35% bonus on new business Year 2+: bonus structure based on exceeding validation (3x salary) Additional bonus for transferring client assets £4,200 car allowance 5% flexible benefits pot Hybrid working model About You Experienced Financial Planner with a strong track record Ideally managing or capable of introducing a client bank ( £10m AUM+) Strong relationship management and client-facing skills Chartered status preferred (or working towards) Professional, credible, and confident in managing succession transitions This is an excellent opportunity for an Advisor looking to inherit a client base in a structured succession environment, with the backing of a well-established and growing national firm. Please contact for more information 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.

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 award winning wealth management practice based in their Glasgow city centre office. The ideal candidate will become part of a busy team who really put the clients' needs first and give them the best advice for their financial requirements. You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support. Once trained, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning looking after clients based across the UK. Advice will be given remotely via Teams, so you won't be expected to travel. You will have back office support to help with any paperwork required. This wonderful opportunity would suit a Diploma qualified Paraplanner or mortgage adviser keen to launch their career within a highly professional practice. Full training will be provided along with a wide range of clients and steady stream of leads. Requirements To be considered for this role, you must have the full Diploma in Financial Planning. Experience working in a financial services environment in either a client facing, paraplanning, mortgage or administrative post would be preferred. Communication skills and a strong ability to build rapport is essential along with a professional manner. You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice. 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.