I'm working closely with a fantastic broker who're outperforming the market, to support them with their growth strategy over the next few years; whilst a proportion of growth will come via acquisition, recruiting top performing individuals who can help them to grow in new and existing markets remains a priority and your experience would be of interest to them. They're looking for a BDM where you will utilise their general insurance business to develop relationships to drive referrals - this is a high-impact role focused on identifying, engaging, and converting new SME-sized (up to 350 lives) clients by delivering tailored employee benefits solutions that drive workforce well-being, retention, and performance. You'll be the face of their consultancy; building relationships from the ground up, taking time to understand client needs, and crafting compelling proposals that showcase their value across Group Risk, Health-care, Well-being, Pensions and Technology. The real selling point of this business is the culture and scope of opportunity as-well as the chance to be truly entrepreneurial. They continue to be the destination for top talent in the market and in my experience, it'd be hard to find a better combination of fantastic culture with global scope and ability to carve out your direction of travel. If you thrive in a consultative sales environment, have experience gained in a broker with a wide product knowledge (Pension, Risk, Health, Flex) and have a passion for helping businesses enhance their employee experience, please apply now. 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
I'm working closely with a fantastic broker who're outperforming the market, to support them with their growth strategy over the next few years; whilst a proportion of growth will come via acquisition, recruiting top performing individuals who can help them to grow in new and existing markets remains a priority and your experience would be of interest to them. They're looking for a BDM where you will utilise their general insurance business to develop relationships to drive referrals - this is a high-impact role focused on identifying, engaging, and converting new SME-sized (up to 350 lives) clients by delivering tailored employee benefits solutions that drive workforce well-being, retention, and performance. You'll be the face of their consultancy; building relationships from the ground up, taking time to understand client needs, and crafting compelling proposals that showcase their value across Group Risk, Health-care, Well-being, Pensions and Technology. The real selling point of this business is the culture and scope of opportunity as-well as the chance to be truly entrepreneurial. They continue to be the destination for top talent in the market and in my experience, it'd be hard to find a better combination of fantastic culture with global scope and ability to carve out your direction of travel. If you thrive in a consultative sales environment, have experience gained in a broker with a wide product knowledge (Pension, Risk, Health, Flex) and have a passion for helping businesses enhance their employee experience, please apply now. 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 award winning, chartered financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their established office in Gatwick.The role will be to provide high level support to 3 financial planners across the full advice range including investments and pensions. Some key responsibilities are: Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements Updating the back-office system with the new business and uploading all relevant documents Working with a number of provider platforms - to add expectations for new monies in Processing Switches Purchasing and selling of funds Paying out ad hoc income requests Annual Client Review Reports Supporting Advisers in collating information/documents in preparation for meetings Ad hoc Projects The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times. If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Oct 08, 2025
Full time
An award winning, chartered financial planning organisation are looking to add an experienced Financial Planning Administrator to their successful support team in their established office in Gatwick.The role will be to provide high level support to 3 financial planners across the full advice range including investments and pensions. Some key responsibilities are: Processing the submission of new & top up business to relevant provider platforms, checking adviser has provided full compliance requirements Updating the back-office system with the new business and uploading all relevant documents Working with a number of provider platforms - to add expectations for new monies in Processing Switches Purchasing and selling of funds Paying out ad hoc income requests Annual Client Review Reports Supporting Advisers in collating information/documents in preparation for meetings Ad hoc Projects The company provide an extremely friendly and supportive environment where personal and professional development is actively encouraged. You will benefit from excellent training, full support to acquire industry qualifications and working for a chartered firm means the highest levels of client service and professionalism is maintained at all times. If you are currently an experienced Financial Planning Administrator and are open to considering a new step in your career then please apply for a confidential conversation. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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.
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 an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience - from newly qualified professionals to seasoned experts.In this dynamic and high-impact role, you'll bring strategic insight, strong coaching ability, and a motivational leadership style to help your team thrive in a regulated, client-focused environment.My client is a well-established, independent financial advisory firm known for its supportive culture, professional development, and client-first ethos. With flexible working, and a collaborative environment, it's a place where careers thrive. Consistently recognised for adviser well-being and excellence, it's a great choice for ambitious professionals in the UK. About the Role As Senior Manager, you'll oversee performance, regulatory compliance, and development across a team of Financial Advisers. Through one-to-one coaching, client observation, data analysis, and strategic planning, you'll enable your team to deliver outstanding financial advice and client service. What You'll Bring Level 4 Diploma in Regulated Financial Advice (DipPFS) - essential J07 or equivalent - desirable Proven experience managing and coaching Financial Advisers Strong commercial acumen and results-driven mindset Adaptable leadership style to support varied experience levels Deep understanding of the advisory process and FCA requirements Key Responsibilities Develop business plans and set individual objectives Coach and mentor to enhance adviser capability and outcomes Take ownership of team performance against business goals Collaborate with operational and technical support teams Drive training initiatives and maintain high compliance standards Benefits Include Competitive salary + quarterly performance bonus 25 days holiday (rising to 30 with service) + bank holidays Pension contribution , private health care allowance, life assurance Funded professional development , including exams & study leave Employee Assistance Programme , volunteering days & well-being perks Options to buy extra leave, cycle-to-work scheme, and more Ready to make a real impact? If you're a collaborative and inspirational leader ready to guide and grow a high-performing team, apply today with your CV. 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 an experienced leader in financial services with a passion for developing others and driving performance? My client is seeking a Senior Manager to lead a team of Financial Advisers across varying levels of experience - from newly qualified professionals to seasoned experts.In this dynamic and high-impact role, you'll bring strategic insight, strong coaching ability, and a motivational leadership style to help your team thrive in a regulated, client-focused environment.My client is a well-established, independent financial advisory firm known for its supportive culture, professional development, and client-first ethos. With flexible working, and a collaborative environment, it's a place where careers thrive. Consistently recognised for adviser well-being and excellence, it's a great choice for ambitious professionals in the UK. About the Role As Senior Manager, you'll oversee performance, regulatory compliance, and development across a team of Financial Advisers. Through one-to-one coaching, client observation, data analysis, and strategic planning, you'll enable your team to deliver outstanding financial advice and client service. What You'll Bring Level 4 Diploma in Regulated Financial Advice (DipPFS) - essential J07 or equivalent - desirable Proven experience managing and coaching Financial Advisers Strong commercial acumen and results-driven mindset Adaptable leadership style to support varied experience levels Deep understanding of the advisory process and FCA requirements Key Responsibilities Develop business plans and set individual objectives Coach and mentor to enhance adviser capability and outcomes Take ownership of team performance against business goals Collaborate with operational and technical support teams Drive training initiatives and maintain high compliance standards Benefits Include Competitive salary + quarterly performance bonus 25 days holiday (rising to 30 with service) + bank holidays Pension contribution , private health care allowance, life assurance Funded professional development , including exams & study leave Employee Assistance Programme , volunteering days & well-being perks Options to buy extra leave, cycle-to-work scheme, and more Ready to make a real impact? If you're a collaborative and inspirational leader ready to guide and grow a high-performing team, apply today with your CV. 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 have an incredible opportunity in London for an experienced Financial Planner.This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.Would this be of any interest to you? Ultra-modern, fully digitised, market leading, 21stc - next gen technology Hybrid role - agile and flexible working policies Being part of something different - new - innovative and exciting This role is not 'the norm' - incredible opportunity Offering: Fantastic company culture; a fun, exciting and collaborative working environment Incredible career development potential - huge opportunities Digitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients Competitive salary + bonus and corp package Quality lead pool provided, 15-20 leads provided pcm Full administration and paraplanning support This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?If so, please email me in the first instance for further 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.
Oct 08, 2025
Full time
I have an incredible opportunity in London for an experienced Financial Planner.This ultra-modern, bespoke, technology led Financial Planning company is looking for high calibre, experienced Financial Planners to engage with their mass affluent/high-net worth client base.Offering top end, tech led, fully digitalised advice - this company truly encapsulates next generation financial planning using cutting edge behavioural finance research and lifestyle modelling software.With the security of a large corporate and the excitement and activity of working within a smaller team they are privately owned and run in a way to benefit both their client and employees.Would this be of any interest to you? Ultra-modern, fully digitised, market leading, 21stc - next gen technology Hybrid role - agile and flexible working policies Being part of something different - new - innovative and exciting This role is not 'the norm' - incredible opportunity Offering: Fantastic company culture; a fun, exciting and collaborative working environment Incredible career development potential - huge opportunities Digitally delivered, simple/clear advice - NO ADMIN AND NO NEEDLESS FILING. Giving you more time to advise your clients Competitive salary + bonus and corp package Quality lead pool provided, 15-20 leads provided pcm Full administration and paraplanning support This is an significant opportunity to work somewhere that you can really add value, be given a voice and be heard - Would you be interested in being a part of a company that is looking to build a business that works for the world?If so, please email me in the first instance for further 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.
My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team. Acting as a point of contact Communicate professionally, courteously, and effectively with Clients by telephone, email, letter, and face-to-face Assisting with long-term relationships with a portfolio of clients Identifying business development opportunities within the existing client base Working alongside Senior Client Manager following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetings Identifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriate Articulating our services to clients and identifying business opportunities based on their needs Understanding the needs of our clients and be able to respond effectively with appropriate service suggestion Ensuring all clients are contacted on a regular basis Ensuring client facing documents are accurate and appropriate for the client Whats needed: Solid investment industry experience Good client service skills Investment Advice Diploma is essential (or close to completion) The company offers a more than competitive benefits package together with hybrid working.For more information please contact Graeme Hyland on or email 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
My client is based in the centre of Manchester and they are currently recruiting for a Client Portfolio Manager to join their investment team. Acting as a point of contact Communicate professionally, courteously, and effectively with Clients by telephone, email, letter, and face-to-face Assisting with long-term relationships with a portfolio of clients Identifying business development opportunities within the existing client base Working alongside Senior Client Manager following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetings Identifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriate Articulating our services to clients and identifying business opportunities based on their needs Understanding the needs of our clients and be able to respond effectively with appropriate service suggestion Ensuring all clients are contacted on a regular basis Ensuring client facing documents are accurate and appropriate for the client Whats needed: Solid investment industry experience Good client service skills Investment Advice Diploma is essential (or close to completion) The company offers a more than competitive benefits package together with hybrid working.For more information please contact Graeme Hyland on or email 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.
IDEX are representing UK-wide financial planning and wealth management group with 13 directly authorised IFA hubs, plus mortgage and investment management businesses. As they continue to grow, they're looking for a Group Compliance Manager to join their central team, reporting to the Group Chief Risk Officer. This is a unique opportunity to work across a growing group of regulated firms, supporting, guiding and overseeing their compliance arrangements and helping create consistent standards across the business. What you'll be doing: Collate, analyse and report on compliance MI from all regulated firms Build strong relationships with compliance teams across the group Develop and roll out group-wide compliance policies, frameworks and tools Support firms with complex compliance and regulatory queries Coordinate external assurance reviews (e.g. file checks, audits) Monitor compliance resource levels across the group Oversee regulatory due diligence for acquisitions Help the business adapt to regulatory change What they're looking for: Strong compliance experience in financial advice, wealth management or similar Confident interpreting FCA regulations and applying them in practice Excellent analytical, communication and relationship-building skills Able to work both strategically and hands-on across multiple businesses Experience producing MI and reporting for senior leadership Why join? You'll play a key role in a growing business, with real influence across a broad network of regulated firms. We offer flexibility, variety and the opportunity to shape how compliance works across the group. 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
IDEX are representing UK-wide financial planning and wealth management group with 13 directly authorised IFA hubs, plus mortgage and investment management businesses. As they continue to grow, they're looking for a Group Compliance Manager to join their central team, reporting to the Group Chief Risk Officer. This is a unique opportunity to work across a growing group of regulated firms, supporting, guiding and overseeing their compliance arrangements and helping create consistent standards across the business. What you'll be doing: Collate, analyse and report on compliance MI from all regulated firms Build strong relationships with compliance teams across the group Develop and roll out group-wide compliance policies, frameworks and tools Support firms with complex compliance and regulatory queries Coordinate external assurance reviews (e.g. file checks, audits) Monitor compliance resource levels across the group Oversee regulatory due diligence for acquisitions Help the business adapt to regulatory change What they're looking for: Strong compliance experience in financial advice, wealth management or similar Confident interpreting FCA regulations and applying them in practice Excellent analytical, communication and relationship-building skills Able to work both strategically and hands-on across multiple businesses Experience producing MI and reporting for senior leadership Why join? You'll play a key role in a growing business, with real influence across a broad network of regulated firms. We offer flexibility, variety and the opportunity to shape how compliance works across the group. 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 Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries You must have experience as an IFA administrator to be successful in your application.There will be loads of scope for progression should you want this either into the paraplanning team or to become a trainee adviser. 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 07, 2025
Full time
Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre.You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries You must have experience as an IFA administrator to be successful in your application.There will be loads of scope for progression should you want this either into the paraplanning team or to become a trainee adviser. 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 Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Experience within an acquisitive IFA business is beneficial. 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 07, 2025
Full time
IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Experience within an acquisitive IFA business is beneficial. 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 Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Experience within an acquisitive IFA business is beneficial. 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 07, 2025
Full time
IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Experience within an acquisitive IFA business is beneficial. 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 Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Experience within an acquisitive IFA business is beneficial. 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 07, 2025
Full time
IDEX Consulting are working with a leading Advisory group who require an experienced Paraplanner to join their growing support team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2025 due to acquisitions across the UK. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified and comfortable working in a remote role. There will be an expectation to travel to the central offices based in Cardiff every 4 weeks.The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Experience within an acquisitive IFA business is beneficial. 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.
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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 07, 2025
Full time
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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.
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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 07, 2025
Full time
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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.
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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 07, 2025
Full time
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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.
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email 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 07, 2025
Full time
My client is currently looking for a level 4 qualified individual to join an IFA technical helpdesk as a Technical Consultant.The Technical Consultant will join a dedicated team who answer both telephone and email queries from Advisers and Paraplanners across the UK. Technical queries cover a range of tax areas faced by clients as they advise their own clients on IHT, CGT, long term care, corporate investments, business protection and tax related pension calculations. The impact of these taxes on investment products, especially pensions are of particular focus. The successful candidate will be passionate about delivering technical tax information in a clear and comprehendible manner and enjoy building relationships and commercial in approach. An interest in and/or experience in delivering training would be an advantage. What they offer: A friendly, supportive and accommodating working environment A competitive salary 25 days holiday (plus bank holidays) and an additional day for each 12 month period of service completed up to a maximum of 29 days 1 day's holiday for your birthday (which may be taken at a different time) Ability to purchase up to 5 days additional holiday per annum 5% employer matched pension contribution, plus the ability to elect to make a personal contribution via salary sacrifice Death in service benefit (4 times annual salary) Favourable sick pay scheme and income protection insurance Access to employee benefits platform with £200 per annum to spend Cycle to work scheme Free parking Remote or hybrid working depending on candidate location, but ideally able to attend the office in Manchester for team meetings For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transition Full administrative and paraplanning support so you can focus on client relationships and business development A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels Requirements : Have proven experience advising in the high-net-worth space Be confident advising across the full spectrum of financial planning products Be a proactive team player who contributes to the firm's growth and reputation Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role Why This Role Stands Out Strong existing client base ready to be nurtured and grown Top-tier support from experienced admin and paraplanning teams The autonomy to develop your network and increase earnings significantly A collaborative, professional environment focused on client excellence If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - 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 07, 2025
Full time
The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transition Full administrative and paraplanning support so you can focus on client relationships and business development A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels Requirements : Have proven experience advising in the high-net-worth space Be confident advising across the full spectrum of financial planning products Be a proactive team player who contributes to the firm's growth and reputation Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role Why This Role Stands Out Strong existing client base ready to be nurtured and grown Top-tier support from experienced admin and paraplanning teams The autonomy to develop your network and increase earnings significantly A collaborative, professional environment focused on client excellence If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - 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.
