IDEX CONSULTING LTD

An Account Executive who is about to take over a book of business will always have the same worry; "after 12 months, this book is going to be heavily under attack" .and trust me, it's completely natural to have that concern.But, what if I told you I'm working with a Broker in Leeds who have a book ready to go with 0% chance of it being under threat?A big player in the Leeds market has a book of c£300k income ready to go from an individual who is stepping into another area of the business.Looking for a new challenge within the Insurance market? A role that can really develop your career? Now's the time for us to speak! Just click apply or contact me on for further information on the role. 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 senior leadership opportunity to lead and shape a significant General Insurance region across Leeds and the North , with full accountability for strategy, financial performance and operational excellence.Reporting to the Divisional Managing Director and operating as a key member of the GI Senior Leadership Team, the Regional Director will have responsibility for a large, multi-site operation (c.70-140 colleagues) . The role carries end-to-end ownership of regional P&L performance, trading outcomes, customer delivery, risk governance and people leadership. Mandate Set and deliver the regional strategy aligned to divisional and platform objectives Own regional P&L performance, including revenue growth, EBITDA and cost efficiency Lead trading performance across new business, retention, placements and claims, strengthening insurer relationships and market positioning Oversee regional operations and customer journeys, driving standardisation, efficiency and strong customer outcomes within a regulated framework Act as a senior conduct and risk leader, ensuring compliance with FCA requirements and Consumer Duty obligations Build strong, influential relationships across internal leadership teams, insurers and strategic partners Lead, develop and succession-plan a high-performing leadership team, embedding a culture of accountability, ownership and continuous improvement Candidate Profile Proven senior leadership experience within General Insurance / insurance broking , ideally across large, multi-site operations Demonstrable track record of delivering multi-million-pound P&L performance and sustainable growth Strong commercial acumen with deep knowledge of trading, placement strategies and insurer relationships Experienced operating within complex, regulated environments with strong governance and risk oversight Credible, influential leader with the ability to engage at executive level and lead through change Why Consider This Opportunity Lead one of the most strategically important GI regions across Leeds and the North Genuine autonomy with a broad, end-to-end leadership mandate Opportunity to shape regional strategy and materially influence divisional performance Work as part of a highly experienced senior leadership team within a well-capitalised, acquisitive platform Attractive senior package circa £120k , plus bonus and benefits, aligned to impact and performance For more information please contact ian at IDEX 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.

Idex are partnering with a highly respected, internationally recognised Lloyd's Broker who are seeking an experienced Reinsurance Treaty Broker to join their growing International Property team.In this role, you will focus on the placement of International and Asian Commercial Property Treaty accounts, delivering expert placement strategies across the Lloyd's, London, and global reinsurance markets. You'll be joining a market-leading team that continues to expand year on year, offering the successful candidate a key position within their ongoing growth story. What You'll Bring Strong experience in International Property Treaty reinsurance Proven expertise placing Asian business into the Lloyd's, London and International markets A commercial mindset, with the ability to craft and execute effective placement strategies Confidence building relationships with carriers, clients, and internal stakeholders This is an excellent opportunity to join a high-performing team within a respected global broker, offering strong career progression, meaningful influence, and the chance to work on high-profile international accounts. If you're an experienced Treaty Broker looking for your next step in the London Market, we'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.

A senior leadership opportunity to lead and shape a significant General Insurance region across Manchester and the North , with full accountability for strategy, financial performance and operational excellence.Reporting to the Divisional Managing Director and operating as a key member of the GI Senior Leadership Team, the Regional Director will have responsibility for a large, multi-site operation (c.70-140 colleagues) . The role carries end-to-end ownership of regional P&L performance, trading outcomes, customer delivery, risk governance and people leadership. Mandate Set and deliver the regional strategy aligned to divisional and platform objectives Own regional P&L performance, including revenue growth, EBITDA and cost efficiency Lead trading performance across new business, retention, placements and claims, strengthening insurer relationships and market positioning Oversee regional operations and customer journeys, driving standardisation, efficiency and strong customer outcomes within a regulated framework Act as a senior conduct and risk leader, ensuring compliance with FCA requirements and Consumer Duty obligations Build strong, influential relationships across internal leadership teams, insurers and strategic partners Lead, develop and succession-plan a high-performing leadership team, embedding a culture of accountability, ownership and continuous improvement Candidate Profile Proven senior leadership experience within General Insurance / insurance broking , ideally across large, multi-site operations Demonstrable track record of delivering multi-million-pound P&L performance and sustainable growth Strong commercial acumen with deep knowledge of trading, placement strategies and insurer relationships Experienced operating within complex, regulated environments with strong governance and risk oversight Credible, influential leader with the ability to engage at executive level and lead through change Why Consider This Opportunity Lead one of the most strategically important GI regions across Manchester and the North Genuine autonomy with a broad, end-to-end leadership mandate Opportunity to shape regional strategy and materially influence divisional performance Work as part of a highly experienced senior leadership team within a well-capitalised, acquisitive platform Attractive senior package circa £120k , plus bonus and benefits, aligned to impact and performance For more information please contact ian at IDEX 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 partnering with a global insurance broker to recruit an experienced and ambitious Regional Sales Manager to lead a newly formed team of Account Executives focused on winning new business. These teams have seen great successes across the UK with the support and senior leadership the Broker can offer and now we're looking to replicate this in the North West, Yorkshire and North East Regions.This is a player/manager role, ideal for someone who enjoys leading from the front while building and developing a high-performing sales team. You will play a key role in shaping the team's strategy, driving growth, and supporting Account Executives to develop their new business skills.The Role Lead and develop a newly created team of Account Executives with a strong focus on new business generation Operate in a player/manager capacity, actively winning new clients while mentoring and coaching the team Help recruit, grow, and shape the team as the business expands Provide hands-on sales leadership, guidance, and performance management Act as a role model for best-in-class new business development About You Proven experience leading sales teams, within insurance broking Strong new business background with a track record of success Experience growing or scaling a team is highly desirable Alternatively, a high-performing Account Executive ready to step into their first management role Confident communicator with a coaching mindset and commercial drive What's on Offer Salary of £90,000 Opportunity to lead a newly formed team and make a real impact Clear scope to shape the role and build a team around you Career progression within a global organisation If you're a sales leader who thrives on growth-or an ambitious Account Executive ready to take the next step-this is a standout opportunity. 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 partnering with a global insurance broker to recruit an experienced and ambitious Regional Sales Manager to lead a newly formed team of Account Executives focused on winning new business. These teams have seen great successes across the UK with the support and senior leadership the Broker can offer and now we're looking to replicate this in the North West, Yorkshire and North East Regions.This is a player/manager role, ideal for someone who enjoys leading from the front while building and developing a high-performing sales team. You will play a key role in shaping the team's strategy, driving growth, and supporting Account Executives to develop their new business skills.The Role Lead and develop a newly created team of Account Executives with a strong focus on new business generation Operate in a player/manager capacity, actively winning new clients while mentoring and coaching the team Help recruit, grow, and shape the team as the business expands Provide hands-on sales leadership, guidance, and performance management Act as a role model for best-in-class new business development About You Proven experience leading sales teams, within insurance broking Strong new business background with a track record of success Experience growing or scaling a team is highly desirable Alternatively, a high-performing Account Executive ready to step into their first management role Confident communicator with a coaching mindset and commercial drive What's on Offer Salary of £90,000 Opportunity to lead a newly formed team and make a real impact Clear scope to shape the role and build a team around you Career progression within a global organisation If you're a sales leader who thrives on growth-or an ambitious Account Executive ready to take the next step-this is a standout opportunity. 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 is a well-established and highly respected commercial insurance broker, generating approximately £50m in Gross Written Premium and operating on a national basis. With over 60 senior executives and professionals across the UK, the business has a strong central hub in Leeds, where this Managing Director role will be based.Due to continued growth and strategic development, we have been retained to appoint an experienced Managing Director to take full responsibility for the operational, commercial, and people leadership of the business.The OpportunityThis is a senior executive appointment offering full accountability for the day-to-day performance of a sizeable and complex brokerage. The successful candidate will work closely with the Board to deliver sustainable growth, operational excellence, and a high-performance culture.Key ResponsibilitiesOperational Leadership Full P&L responsibility for the brokerage Oversight of all operational functions, ensuring efficiency, scalability, and regulatory compliance Drive continuous improvement across systems, processes, and service delivery Ensure robust governance, risk management, and FCA compliance frameworks Manage and develop strategic insurer and partner relationships Sales & Commercial Strategy Lead and execute the firm's commercial and growth strategy Drive new business performance while protecting and enhancing existing revenues Support and challenge senior producers to maximise pipeline and conversion Identify new market opportunities, propositions, and potential acquisition activity Act as a senior ambassador for the business with clients, insurers, and the wider market People & Leadership Provide leadership to a national team of senior executives and professionals Build, develop, and retain a high-calibre leadership team Embed a performance-led, values-driven culture across the organisation Ensure clear accountability, coaching, and succession planning at senior level Champion engagement, development, and retention initiatives Candidate Profile Proven experience in a senior leadership or Managing Director role within commercial insurance broking Strong commercial acumen with a demonstrable record of driving profitable growth In-depth understanding of insurer relationships, market dynamics, and distribution models Credible and influential leader, comfortable operating at Board level Willing and able to be Leeds-based, leading a national operation RemunerationHighly competitive salary reflective of a Managing Director appointment, commensurate with experienceExecutive-level benefits packageFor more information contact Ian at IDEX 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.

On joining this independently owned insurance brokerage, you'll be allocated a book of loyal, profitable agricultural clients worth around £150,000 in income.That'll mean you won't have the pressure of building up a book from the ground up, allowing you to really focus in on getting to know your book, broking colleagues and other areas of the business which will feed you a healthy lead stream as you develop.Working on a hybrid basis across home, client facing and from the local office, you'll have broking, admin and claim support handled locally plus most of your new business will come in through a central referral system.And it's this stream of new business which will allow you to benefit from the excellent new business bonus scheme in place which will see you earn up to £20,000 up and above your base salary annually.You'll be working mainly with farm clients although these guys handle all associated estates and commercial suppliers to the rural market, so you'll enjoy a varied and interesting client base to work from.If you are a solid client service led insurance professional with an interest in the agricultural space, then you'll enjoy working alongside a friendly bunch of like-minded professionals here. The firm are an award-winning broker who have grown and reinvested significantly in the business.They have an ethos of developing from within so if you have bigger aspirations to lead then these can be realized here.You'll need an insurance background with experience in a client facing capacity for this one - ideally with knowledge of either agricultural or commercial clientele.If you would like some further details before applying, just call/txt/email Stuart McKenna, Business Director at IDEX Consulting on / And don't worry if you haven't got an up-to-date CV, we can sort that for 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.

An established and growing underwriting business is seeking a Senior Management Liability Underwriter to join its Manchester team. This is a key hire for the regional operation and would suit an experienced underwriter who is comfortable operating with a high level of autonomy and has strong broker relationships across the North. The Role Underwrite a portfolio of Management Liability risks, including D&O, EPL, and related lines Develop and maintain strong relationships with brokers across the Northern region Act as a senior point of contact for brokers, providing technical underwriting expertise and commercial support Drive profitable growth within the portfolio, balancing underwriting discipline with business development Contribute to strategy, product development, and market positioning in the region About You Proven experience underwriting Management Liability risks at a senior level Strong, established broker relationships across the North of England Self-sufficient and confident managing your own portfolio and broker relationships Commercially minded with excellent negotiation and decision-making skills Comfortable working in a growing, entrepreneurial environment What's on Offer Competitive salary of £60,000 - £70,000 Attractive benefits package A high degree of autonomy and influence within the business Opportunity to play a key role in the continued growth of the Northern operation This is an excellent opportunity for an experienced Management Liability underwriter looking to step into a senior, visible role with real scope to shape and grow a regional portfolio.add why is this role different and include such things as leaning on cutting edge technology to support submissions, and grown up environment with lack of red tape stopping you from underwriting and family feel environment with clear pathways to progress internallyHere's an updated version with a clear "Why is this role different?" section added and written in a way that feels distinctive and compelling: 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.

Let me ask you something - and be honest with yourself. Do you feel like your career's stalled?You're working hard, doing everything that's asked of you but the rewards just aren't coming. No progression. No clear next step. And if you're honest, it doesn't look like that's changing anytime soon. I hear this a lot .And then there's the other frustration - every role you see is "new business focused."You've done that. You've got the scars. And you don't want to go back there again. So what if I told you there's another option? A role where you inherit a well-looked-after book from someone who's been promoted and is stepping up into leadership. Long-standing clients. A proper handover. And the person is still in the business, so support doesn't disappear overnight. This is what real career development looks like.Because when you're choosing an insurance broker to build your career with, it shouldn't just be about the job title - it should be about how they develop you, support you, and stretch you to reach your potential.I'm working with a broker that's been through a genuine period of positive change and is attracting serious talent. People who've been with their current employers for years - but have bought into where this business is heading. They don't just talk about promoting from within - they prove it.The regional MD started as a claims handler . And there are plenty more stories just like that.If you're even slightly curious, have the conversation.I can confidently say you won't be disappointed. No CV? No problem - I'll help you with that. 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 Broker Support Technician City of London£60,000 - £100,000 + hybrid workingA leading Lloyd's Broker is looking to strengthen their team with an experienced Technician, to focus on Global Professional Indemnity business, particularly Lawyers, Architects and Engineers. The Role The Broker Technician will be supporting the broking team through the following duties: Assisting brokers with renewals and new business Preparing quotes Preparing of MRC documentation Reviewing and improving wordings Ensuring premiums and taxes are accurate Working with finance to ensure premiums are received and paid Loading placements onto PPL The Person The ideal candidate for this role will have solid experience in Professional Indemnity/ Professional Liability/ Errors and Omissions experience. Other experience/ skills sought include: Experience of producing MRCs Experience of creating/ amending policy wordings Knowledge of the London, US and international environment Strong computer skills in Excel and PPL Good people skills and the ability to engage with external stakeholders in meetings The Manager is also open to potential up and comers looking for greater responsibility. If you would like to find out more about this excellent opportunity, get in touch for a confidential chat. 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 major national insurance broker with a significant and growing footprint across the South West. With various offices throughout the UK, they have built a reputation for excellence and stability. Their Southampton branch is a major hub of activity, housing specialist teams and playing a crucial role in the company's regional success. This is not a business that stands still; they are always looking for the right people to help drive their ambitious growth plans forward.The teamThe successful candidate will be joining a thriving Southampton office with a team of around 70 dedicated professionals. One of the company's proudest achievements is an incredibly low staff turnover - something they work hard to maintain and which speaks volumes about the culture. The team the Commercial Director will lead consists of seven to eight established, high-calibre Commercial and Corporate Account Executives, each successfully managing portfolios of £300k+ in income. They are an experienced and capable group, ready for a leader who can support and guide them to even greater success. What's in it for the candidate This is not a typical sales management role; our client is looking for a true leader. This is a fantastic opportunity for an experienced Account Executive looking to take their first step into a dedicated management position, or for a seasoned manager seeking a fresh challenge. The focus is firmly on mentoring, developing, and empowering the team, not on managing a large, demanding personal book. The successful candidate will be a key part of the branch's senior leadership, reporting directly to the Branch Director and making a real impact on the business. The working environment The company believes in a flexible approach to work, but also knows that great leaders need to be visible. They operate a hybrid model where the successful candidate will be expected in the office for a minimum of two, but ideally three, days a week. This ensures they are on hand to properly support and manage their team. The business has a down-to-earth culture where attitude and potential are valued just as much as a long list of qualifications. They are more interested in finding the right person for the team than ticking boxes.Lead, manage, and mentor a team of 7-8 high-performing Commercial & Corporate Account Executives.Act as a key member of the senior leadership team within the Southampton branch, reporting to the Branch Director.Focus on supporting the team to win new business and retain existing clients through strategic guidance and coaching.Manage a minimal personal client portfolio, allowing the main focus to be on leadership and team development.Our client is open to considering established, senior Account Executives ready to step up, as well as experienced managers.The role requires a visible and accessible leader, spending 2-3 days per week in the Southampton office with the team. Salary & Benefits Our client is offering a competitive basic salary of up to £80,000 per annum. The final figure will be dependent on the candidate's level of experience and what they can bring to the role, with the top end reserved for an exceptional candidate. Benefit package On top of a great salary, the successful candidate will receive a comprehensive benefits package designed to support them. This includes a company car allowance, a performance-related bonus scheme, a generous pension contribution, and private medical insurance. Company USP's This is a rare opportunity to join a business with exceptionally high staff retention, reflecting its positive and supportive culture. The role is a genuine leadership position, freeing the successful candidate from the demands of managing a large personal book to focus on what they do best: developing people. It's the perfect platform to build a long-term management career within a stable and successful national broker. 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 Broker TechnicianLondon£65,000 - £105,000 + hybrid-workingA prominent Lloyd's insurance Broker is looking to hire a Senior Broker Technician to help service Global Cyber and D&O insurance clients. Duties Assisting brokers with renewals and new business opportunities Preparing quotes Preparing contract documentation Reviewing and improving wordings Working with finance to ensure premiums are received and pai Loading placements onto PPL The Person The ideal candidate for this role will have solid experience in Financial Lines and more specifically Cyber and/or Directors and Officers Insurance. Other experience/ skills sought include: Experience of producing MRCs Experience of creating/ amending policy wordings Knowledge of the London, US and international environment Strong computer skills in Excel and PPL Good people skills and the ability to engage with external stakeholders in meetings The Manager is also open to potential up and comers looking for greater responsibility. If you would like to find out more about this excellent opportunity, get in touch for a confidential chat. 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.

Financial Lines BrokerLondon£45,000 - £50,000A Lloyd's Broker is looking to recruit a Junior North American Placing Broker to support their Financial Lines team and allow them to travel more. This insurance Broker has global reach and has seen successful growth over the last 5 years especially.This role will cover all North American Financial Lines insurance, primarily D&O, PI and Cyber. The main purpose will be placing business in the Lloyd's and London Market and assisting the team with managing their Broker relationships.This role would be suited to a team player, with a strong work ethic and established relationships with Underwriters. It is an excellent opportunity for someone looking to take a step towards production and build a portfolio in the future. If you have North American Financial Lines placing experience (ideally Directors and Officers) and are open to working in a well established team within a boutique Broker, reach out for a chat 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.

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.