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 working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm's documented performance measures/standards and compliance plan An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS) Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service What you need to have: Attained and current Statement of Professional Standing (SPS) from CII A good level of relevant industry experience Excellent interpersonal and communication skills Comprehensive industry and technical knowledge Able to work in a structured, efficient manner, using support staff where necessary What makes you stand out: Qualified to Chartered Status with CII Pension Transfer Specialist qualified Knowledge of Intelliflo 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.
May 26, 2026
Full time
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 working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm's documented performance measures/standards and compliance plan An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS) Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service What you need to have: Attained and current Statement of Professional Standing (SPS) from CII A good level of relevant industry experience Excellent interpersonal and communication skills Comprehensive industry and technical knowledge Able to work in a structured, efficient manner, using support staff where necessary What makes you stand out: Qualified to Chartered Status with CII Pension Transfer Specialist qualified Knowledge of Intelliflo 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 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 incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals and beneficial ownership queries The ideal candidate will have: Previous experience in a financial planning administration role Strong communication and interpersonal skills Excellent organisation, diary management and planning abilities High attention to detail and accuracy The ability to work independently and use initiative A professional and confident telephone manner A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment.If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -please reach out in confidence to 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.
May 26, 2026
Full time
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 incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals and beneficial ownership queries The ideal candidate will have: Previous experience in a financial planning administration role Strong communication and interpersonal skills Excellent organisation, diary management and planning abilities High attention to detail and accuracy The ability to work independently and use initiative A professional and confident telephone manner A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment.If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -please reach out in confidence to 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 Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business. The Role You'll be responsible for: Delivering high-quality financial planning advice to existing private HNW and UHNW clients Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors Conducting annual reviews and presenting clear, engaging recommendations Growing your client bank through referrals, networking, and professional connections Working collaboratively with paraplanning and client support teams Supporting a positive, client-focused culture across the wider business About You Chartered/level 6 status Experience in financial planning/advice Strong track record of client relationship management and business development Commercially minded with a proactive and professional approach Excellent communication and interpersonal skills Comfortable working in a collaborative, technology-enabled environment What's on Offer Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary Hybrid/flexible working Strong support infrastructure Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors. Positive and collaborative working culture Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision. 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.
May 25, 2026
Full time
I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business. The Role You'll be responsible for: Delivering high-quality financial planning advice to existing private HNW and UHNW clients Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors Conducting annual reviews and presenting clear, engaging recommendations Growing your client bank through referrals, networking, and professional connections Working collaboratively with paraplanning and client support teams Supporting a positive, client-focused culture across the wider business About You Chartered/level 6 status Experience in financial planning/advice Strong track record of client relationship management and business development Commercially minded with a proactive and professional approach Excellent communication and interpersonal skills Comfortable working in a collaborative, technology-enabled environment What's on Offer Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary Hybrid/flexible working Strong support infrastructure Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors. Positive and collaborative working culture Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision. 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.
Overview We are seeking an experienced and proactive Administration Team Leader to oversee the day-to-day running of a busy client services administration function within a professional financial services environment. This role is responsible for leading, developing and supporting an administration team to deliver excellent client outcomes, operational efficiency and high service standards. The successful candidate will be a people-focused leader with strong organisational skills, a collaborative approach and a commitment to continuous improvement and regulatory excellence. Key Responsibilities People Leadership & Development Lead and manage the administration team on a day-to-day basis Provide direct line management, coaching and ongoing support to team members Conduct regular 1:1 meetings, performance reviews and feedback sessions Set clear expectations and monitor performance against agreed service standards and KPIs Support recruitment activities, onboarding and training of new team members Foster a positive, collaborative and supportive team culture Operational Delivery & Workload Management Plan, prioritise and allocate workloads to ensure SLAs and turnaround times are consistently achieved Maintain high levels of quality, accuracy and professionalism across all administration activities Resolve day-to-day operational issues and escalate risks, resourcing concerns or capacity challenges where appropriate Ensure processes are consistently followed and records remain accurate and audit-ready Client Service Excellence Champion a responsive, client-focused service culture Ensure client and Adviser queries are managed efficiently and resolved within agreed timescales Promote clear, consistent and professional communication across all client interactions Collaboration & Stakeholder Support Work closely with Advisers, Paraplanners and wider operational teams to ensure smooth and efficient client journeys Build strong internal relationships to support effective teamwork and service delivery Attend other office locations as required Process Improvement & Technology Identify opportunities to improve operational processes and team efficiencies Encourage consistent and effective use of CRM systems and workflow tools Produce and maintain simple management information (MI), including workload volumes, turnaround times and backlogs Share operational insights and recommendations to support continuous improvement Regulatory Compliance Ensure all activities are completed in line with FCA expectations, internal policies and data protection requirements Promote best practice and support internal audits and compliance reviews Maintain awareness of regulatory changes and ensure processes remain compliant Skills & Experience Required Previous experience leading or supervising an administration or client services team Experience within financial services, wealth management or a regulated environment is highly desirable Strong organisational and workload management skills Excellent communication and stakeholder management abilities Proven ability to coach, motivate and develop team members Strong attention to detail and commitment to quality standards Comfortable working with CRM systems and workflow management tools Good understanding of service KPIs, SLAs and operational reporting Knowledge of FCA regulations and data protection requirements preferred Personal Attributes Positive and collaborative leadership style Proactive, solutions-focused approach Calm under pressure with strong problem-solving skills High level of professionalism and accountability Continuous improvement mindset with a focus on delivering excellent client outcomes 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.
May 24, 2026
Full time
Overview We are seeking an experienced and proactive Administration Team Leader to oversee the day-to-day running of a busy client services administration function within a professional financial services environment. This role is responsible for leading, developing and supporting an administration team to deliver excellent client outcomes, operational efficiency and high service standards. The successful candidate will be a people-focused leader with strong organisational skills, a collaborative approach and a commitment to continuous improvement and regulatory excellence. Key Responsibilities People Leadership & Development Lead and manage the administration team on a day-to-day basis Provide direct line management, coaching and ongoing support to team members Conduct regular 1:1 meetings, performance reviews and feedback sessions Set clear expectations and monitor performance against agreed service standards and KPIs Support recruitment activities, onboarding and training of new team members Foster a positive, collaborative and supportive team culture Operational Delivery & Workload Management Plan, prioritise and allocate workloads to ensure SLAs and turnaround times are consistently achieved Maintain high levels of quality, accuracy and professionalism across all administration activities Resolve day-to-day operational issues and escalate risks, resourcing concerns or capacity challenges where appropriate Ensure processes are consistently followed and records remain accurate and audit-ready Client Service Excellence Champion a responsive, client-focused service culture Ensure client and Adviser queries are managed efficiently and resolved within agreed timescales Promote clear, consistent and professional communication across all client interactions Collaboration & Stakeholder Support Work closely with Advisers, Paraplanners and wider operational teams to ensure smooth and efficient client journeys Build strong internal relationships to support effective teamwork and service delivery Attend other office locations as required Process Improvement & Technology Identify opportunities to improve operational processes and team efficiencies Encourage consistent and effective use of CRM systems and workflow tools Produce and maintain simple management information (MI), including workload volumes, turnaround times and backlogs Share operational insights and recommendations to support continuous improvement Regulatory Compliance Ensure all activities are completed in line with FCA expectations, internal policies and data protection requirements Promote best practice and support internal audits and compliance reviews Maintain awareness of regulatory changes and ensure processes remain compliant Skills & Experience Required Previous experience leading or supervising an administration or client services team Experience within financial services, wealth management or a regulated environment is highly desirable Strong organisational and workload management skills Excellent communication and stakeholder management abilities Proven ability to coach, motivate and develop team members Strong attention to detail and commitment to quality standards Comfortable working with CRM systems and workflow management tools Good understanding of service KPIs, SLAs and operational reporting Knowledge of FCA regulations and data protection requirements preferred Personal Attributes Positive and collaborative leadership style Proactive, solutions-focused approach Calm under pressure with strong problem-solving skills High level of professionalism and accountability Continuous improvement mindset with a focus on delivering excellent client outcomes 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 respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships. The Opportunity This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards. Key Responsibilities Preparing detailed client suitability reports and portfolio reviews Conducting technical research across pensions, investments and financial planning products Producing and maintaining cashflow models to support client recommendations Responding to technical queries from Advisers and clients Carrying out provider and product due diligence Monitoring preferred provider panels and market developments Supporting the maintenance of technical tools, templates and standard documentation Ensuring all work adheres to FCA regulatory and compliance standards Using financial planning and back-office systems to support efficient case management About You The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes. Skills & Experience Required Strong technical knowledge of pensions and financial planning Proven experience within an FCA regulated environment Excellent suitability report writing skills Experience with cashflow modelling and retirement planning Strong provider and product research capabilities Competent user of Excel and financial planning/back-office systems including iO High attention to detail and strong organisational skills Ability to manage multiple priorities and deadlines effectively Qualifications CII Diploma qualified (or equivalent) Working towards Advanced Diploma and Chartered status preferred What's on Offer Opportunity to join a well-established and growing wealth management firm Collaborative and supportive working environment Exposure to high-quality clients and complex cases Ongoing professional development and support towards Chartered status Competitive salary and benefits package 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.
May 23, 2026
Full time
A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships. The Opportunity This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards. Key Responsibilities Preparing detailed client suitability reports and portfolio reviews Conducting technical research across pensions, investments and financial planning products Producing and maintaining cashflow models to support client recommendations Responding to technical queries from Advisers and clients Carrying out provider and product due diligence Monitoring preferred provider panels and market developments Supporting the maintenance of technical tools, templates and standard documentation Ensuring all work adheres to FCA regulatory and compliance standards Using financial planning and back-office systems to support efficient case management About You The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes. Skills & Experience Required Strong technical knowledge of pensions and financial planning Proven experience within an FCA regulated environment Excellent suitability report writing skills Experience with cashflow modelling and retirement planning Strong provider and product research capabilities Competent user of Excel and financial planning/back-office systems including iO High attention to detail and strong organisational skills Ability to manage multiple priorities and deadlines effectively Qualifications CII Diploma qualified (or equivalent) Working towards Advanced Diploma and Chartered status preferred What's on Offer Opportunity to join a well-established and growing wealth management firm Collaborative and supportive working environment Exposure to high-quality clients and complex cases Ongoing professional development and support towards Chartered status Competitive salary and benefits package 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.
Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or 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.
May 23, 2026
Full time
Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or 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.
An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 daysThis is not your average paraplanning role, you will be working closely with the Financial Planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients. This role will set you up for your future and you will be provided with the opportunity to move into financial advice should this be your career aspirations.The ideal candidate will hold the level 4 diploma and have previous experience as a Paraplanner.Key duties and responsbilities include: Attending client meeting Writing engagement letters Request for information Writing suitability reports Keying stopping/changing/starting contributions/withdrawals Completing provider forms Updating back office systems Update calculators Cash & rebalance reports Rebalancing Checking CGT reports CF calculations Phased investments Update/create event lists For more information on this paraplanning opportunity, please click apply and we will be 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.
May 22, 2026
Full time
An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 daysThis is not your average paraplanning role, you will be working closely with the Financial Planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients. This role will set you up for your future and you will be provided with the opportunity to move into financial advice should this be your career aspirations.The ideal candidate will hold the level 4 diploma and have previous experience as a Paraplanner.Key duties and responsbilities include: Attending client meeting Writing engagement letters Request for information Writing suitability reports Keying stopping/changing/starting contributions/withdrawals Completing provider forms Updating back office systems Update calculators Cash & rebalance reports Rebalancing Checking CGT reports CF calculations Phased investments Update/create event lists For more information on this paraplanning opportunity, please click apply and we will be 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.
A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid / office / remote working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities Clients to inherit What we are looking for: An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role Someone who can demonstrate skills in new business development and client generation Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc Ethical, consultative and looking for a long term position where you can make a real difference to this organisation This is a superb Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working. 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.
Oct 08, 2025
Full time
A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid / office / remote working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities Clients to inherit What we are looking for: An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role Someone who can demonstrate skills in new business development and client generation Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc Ethical, consultative and looking for a long term position where you can make a real difference to this organisation This is a superb Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working. 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 IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid / office / remote working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities Clients to inherit What we are looking for: An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role Someone who can demonstrate skills in new business development and client generation Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc Ethical, consultative and looking for a long term position where you can make a real difference to this organisation This is a superb Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working. 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.
Oct 08, 2025
Full time
A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid / office / remote working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities Clients to inherit What we are looking for: An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role Someone who can demonstrate skills in new business development and client generation Proven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etc Ethical, consultative and looking for a long term position where you can make a real difference to this organisation This is a superb Financial Advisor opportunity with back office support, top level salary, superb bonus and overall earning potential plus flexible working. 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.
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include: Supporting Financial Planners in delivering bespoke financial advice Reviewing and analysing client circumstances and financial data Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc. Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience Coordinating on-boarding of new clients and supporting ongoing client relationships Using cutting-edge planning and CRM systems to manage work-flow efficiently Collaborating with colleagues to standardise best practices across desks Helping generate new business through introducer relationships We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have: Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams Experience in a financial planning environment A strong grasp of financial planning products, client on-boarding, AML, and compliance Confident communication skills and the ability to solve complex problems with initiative The role offers: A competitive salary of £40,000 - £50,000 per annum An excellent benefits package Ongoing professional development and training A culture that supports your growth, values your input, and challenges the status quo If you're a driven financial planning professional ready to take your career further, I'd love 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.
Oct 08, 2025
Full time
Are you looking to join a practice who are looking to shape the future of Financial Planning?I'm partnered with a tier 1 wealth management firm who's aim is to provide truly exceptional, personalised financial planning to their core HNW and UHNW client baseI want to speak to ambitious and technical financial planning support specialists who want to join a collaborative London-based team. This is a unique opportunity to work alongside experienced professionals and take the next meaningful step in your financial planning career.You'll be a vital link between the Client Administration team and the Financial Planning Consultants, playing a key role in delivering tailored financial advice. You'll help shape client journeys and ensure that each recommendation is based on rigorous analysis and genuine understanding.Your key responsibilities will include: Supporting Financial Planners in delivering bespoke financial advice Reviewing and analysing client circumstances and financial data Preparing high-quality documentation: valuations, cash-flow models, executive summaries, suitability reports, etc. Liaising with Paraplanning, Admin, and product providers to ensure seamless client experience Coordinating on-boarding of new clients and supporting ongoing client relationships Using cutting-edge planning and CRM systems to manage work-flow efficiently Collaborating with colleagues to standardise best practices across desks Helping generate new business through introducer relationships We're looking for someone who's curious, detail-oriented, and excited by the opportunity to grow with us. You'll ideally have: Level 4 qualification (CII Diploma in Regulated Financial Planning or equivalent) and ideally progressing (or interested in progressing) with your advanced exams Experience in a financial planning environment A strong grasp of financial planning products, client on-boarding, AML, and compliance Confident communication skills and the ability to solve complex problems with initiative The role offers: A competitive salary of £40,000 - £50,000 per annum An excellent benefits package Ongoing professional development and training A culture that supports your growth, values your input, and challenges the status quo If you're a driven financial planning professional ready to take your career further, I'd love 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.
