Ready to take the next step in your commercial insurance career? I'm working with a leading insurance broker in Maidstone who is looking to add a Corporate Account Handler to their team.You don't necessarily need to already be working with corporate clients.If you're an experienced Commercial Account Handler with a strong grounding across commercial insurance and you're ready to gain exposure to larger, more complex clients and risks , this is a great opportunity to make that move. You'll work alongside experienced Account Executives, supporting a portfolio of corporate clients while continuing to build your technical knowledge and market exposure. What you'll be doing Supporting Account Executives across a portfolio of corporate clients Managing renewals, mid-term adjustments and day-to-day client requirements Marketing risks and negotiating with insurers Reviewing covers, policy wordings and documentation Building strong relationships with clients and the insurer market Gaining exposure to larger, more complex and multi-class risks What we're looking forYou could already be working as a Corporate Account Handler, or you might be a Commercial Account Handler who feels ready for the next challenge.You'll have a good grounding across commercial insurance, strong client and insurer relationship skills and, most importantly, the ambition to develop your experience within the corporate market.You don't need to know everything on day one. You'll be joining an experienced team where you can learn, develop and gradually take on greater responsibility. If you're based in Maidstone or the wider Kent area and want to take your commercial broking career to the next level, I'd love to hear from you. Get in touch 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.
Aug 15, 2026
Full time
Ready to take the next step in your commercial insurance career? I'm working with a leading insurance broker in Maidstone who is looking to add a Corporate Account Handler to their team.You don't necessarily need to already be working with corporate clients.If you're an experienced Commercial Account Handler with a strong grounding across commercial insurance and you're ready to gain exposure to larger, more complex clients and risks , this is a great opportunity to make that move. You'll work alongside experienced Account Executives, supporting a portfolio of corporate clients while continuing to build your technical knowledge and market exposure. What you'll be doing Supporting Account Executives across a portfolio of corporate clients Managing renewals, mid-term adjustments and day-to-day client requirements Marketing risks and negotiating with insurers Reviewing covers, policy wordings and documentation Building strong relationships with clients and the insurer market Gaining exposure to larger, more complex and multi-class risks What we're looking forYou could already be working as a Corporate Account Handler, or you might be a Commercial Account Handler who feels ready for the next challenge.You'll have a good grounding across commercial insurance, strong client and insurer relationship skills and, most importantly, the ambition to develop your experience within the corporate market.You don't need to know everything on day one. You'll be joining an experienced team where you can learn, develop and gradually take on greater responsibility. If you're based in Maidstone or the wider Kent area and want to take your commercial broking career to the next level, I'd love to hear from you. Get in touch 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.
I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden.This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management.You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment.The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service.You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Prepare documentation for client meetings, reviews and ongoing servicing Work closely with Paraplanners to ensure smooth progression of client cases Ensure all administration meets FCA requirements and internal compliance standards About You The ideal candidate will have: Previous experience as an IFA Administrator within an IFA, wealth management or financial planning environment Experience supporting Financial Advisers and managing client administration processes Knowledge of pensions, investments and protection products Confidence liaising with clients, providers and internal teams Experience using Intelligent Office (IO) or a similar CRM system Strong organisational skills with excellent attention to detail A proactive approach with the ability to manage a varied workload A genuine desire to continue developing within financial services What's on Offer: Opportunity to join a highly regarded Chartered Financial Planning firm Exposure to a high-net-worth client base and complex financial planning cases Clear progression pathway, with previous Administrators progressing into Paraplanning and senior roles Supportive and collaborative working environment Opportunity to develop your technical knowledge and build a long-term career within wealth management To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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.
Aug 14, 2026
Full time
I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden.This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management.You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment.The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service.You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Prepare documentation for client meetings, reviews and ongoing servicing Work closely with Paraplanners to ensure smooth progression of client cases Ensure all administration meets FCA requirements and internal compliance standards About You The ideal candidate will have: Previous experience as an IFA Administrator within an IFA, wealth management or financial planning environment Experience supporting Financial Advisers and managing client administration processes Knowledge of pensions, investments and protection products Confidence liaising with clients, providers and internal teams Experience using Intelligent Office (IO) or a similar CRM system Strong organisational skills with excellent attention to detail A proactive approach with the ability to manage a varied workload A genuine desire to continue developing within financial services What's on Offer: Opportunity to join a highly regarded Chartered Financial Planning firm Exposure to a high-net-worth client base and complex financial planning cases Clear progression pathway, with previous Administrators progressing into Paraplanning and senior roles Supportive and collaborative working environment Opportunity to develop your technical knowledge and build a long-term career within wealth management To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or 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 an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes. Be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients. THE ROLE Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances Arrange client meetings, valuations, meeting packs and manage the Financial Planners diaries Prepare client application forms in line with suitability report recommendations Prepare letters of authority for signing Complete any required post meeting actions and minutes Provide additional support to the Financial Planners by attending client meetings, dealing with any administrative work for clients. Support the Financial Planners in submission of cases to the paraplanning team Support the Planner's workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc Work collaboratively with colleagues to deliver good client outcomes EXPERIENCE Previous experience as an IFA Administrator Knowledge of Financial Planning products. Systems/Internal Processes -MS Office/Outlook - Proficient in Word and Excel Experience of XPlan (Desired) Experience of Cash-Flow system (Desired). Excellent interpersonal and communication skills Good knowledge of financial planning products Strong numerical skills Excellent accuracy and attention to detail Excellent planning and prioritisation skills Extensive Benefits Package Includes: Pension: Up to 7.5% employer matching (4.5% employee minimum contribution) Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health Life Assurance: 4x annual salary (from start date) 25 days holiday, increasing with tenure (+ bank holidays) Share Incentive Plan: Company matched shares (after 6 months) Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan Enhanced Maternity & Paternity Leave Wellness Days, flu jabs, eye care vouchers Microsoft Office for home use Hybrid Working after probationary period Discounts on the company's own investment services 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.
Aug 14, 2026
Full time
My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes. Be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients. THE ROLE Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances Arrange client meetings, valuations, meeting packs and manage the Financial Planners diaries Prepare client application forms in line with suitability report recommendations Prepare letters of authority for signing Complete any required post meeting actions and minutes Provide additional support to the Financial Planners by attending client meetings, dealing with any administrative work for clients. Support the Financial Planners in submission of cases to the paraplanning team Support the Planner's workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc Work collaboratively with colleagues to deliver good client outcomes EXPERIENCE Previous experience as an IFA Administrator Knowledge of Financial Planning products. Systems/Internal Processes -MS Office/Outlook - Proficient in Word and Excel Experience of XPlan (Desired) Experience of Cash-Flow system (Desired). Excellent interpersonal and communication skills Good knowledge of financial planning products Strong numerical skills Excellent accuracy and attention to detail Excellent planning and prioritisation skills Extensive Benefits Package Includes: Pension: Up to 7.5% employer matching (4.5% employee minimum contribution) Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health Life Assurance: 4x annual salary (from start date) 25 days holiday, increasing with tenure (+ bank holidays) Share Incentive Plan: Company matched shares (after 6 months) Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan Enhanced Maternity & Paternity Leave Wellness Days, flu jabs, eye care vouchers Microsoft Office for home use Hybrid Working after probationary period Discounts on the company's own investment services 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 is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow.This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100.The practice offers a fully-supported environment with strong back office resources and a collaborative team culture.What makes this stand out:Inherit an established £50m portfolio with direct client relationships.Join a high-performing, mutually-supportive team backed by excellent operational supportCompetitive package including salary, pension, PMI, income protection and bonus Glasgow-based, hybrid working.Realistic commitment to an eighteen-month transition window required. Chartered status or actively working towards it essential.Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected.If this resonates, reach out to IDEX Consulting to explore further. 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.
Aug 14, 2026
Full time
Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial £50m client portfolio in Glasgow.This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in the FT Adviser Top 100.The practice offers a fully-supported environment with strong back office resources and a collaborative team culture.What makes this stand out:Inherit an established £50m portfolio with direct client relationships.Join a high-performing, mutually-supportive team backed by excellent operational supportCompetitive package including salary, pension, PMI, income protection and bonus Glasgow-based, hybrid working.Realistic commitment to an eighteen-month transition window required. Chartered status or actively working towards it essential.Track record managing UHNW clients, defined benefit transfer experience and comprehensive financial planning knowledge expected.If this resonates, reach out to IDEX Consulting to explore further. 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 am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc. Manage pipeline reports, updating workflows as required. Ability to assess client needs and support an appropriate advice solution with guidance from the Planner Work with the Planner to technically validate advice provided and pro-actively challenge where necessary Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner. Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to. In return you will receive a highly competitive package and be part of a growing organisation who have very exciting plans. 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.
Aug 14, 2026
Full time
I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team.The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc. Manage pipeline reports, updating workflows as required. Ability to assess client needs and support an appropriate advice solution with guidance from the Planner Work with the Planner to technically validate advice provided and pro-actively challenge where necessary Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner. Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to. In return you will receive a highly competitive package and be part of a growing organisation who have very exciting plans. 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 well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. 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.
Aug 11, 2026
Full time
A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role Service an established client bank Provide holistic financial planning advice Develop your technical and client-facing skills with ongoing mentoring Work within a supportive, collaborative team Hybrid working mixing home and the Kent based office with occasional client meetings Package £60,000-£65,000 for an Adviser with previous experience Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge Performance bonus Excellent support from experienced Advisers, administration and paraplanning teams Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. 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 Financial Advisor (restricted or whole of the market both considered) based in the Kent area and looking to accelerate your advisory career? Would you be interested in inheriting a large number of established HNW clients? Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you to focus on what you do best? An established Financial Planning practice are looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the Kent patch. Ideally you will be level 6 qualified, or on the pathway to achieve this (however experience in the role will always be considered alongside qualifications). You must have broad product knowledge across Investments, Pensions, Protection, IHT and ideally trusts. You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week. My client empowers you to be successful whilst ensuring the position has the autonomy for you to strike an appropriate work/life balance. An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for. This is a superb opportunity with so many positive aspects to it and I would be keen to confidentially discuss these with you.Please apply or contact me directly 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.
Aug 11, 2026
Full time
Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Kent area and looking to accelerate your advisory career? Would you be interested in inheriting a large number of established HNW clients? Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you to focus on what you do best? An established Financial Planning practice are looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the Kent patch. Ideally you will be level 6 qualified, or on the pathway to achieve this (however experience in the role will always be considered alongside qualifications). You must have broad product knowledge across Investments, Pensions, Protection, IHT and ideally trusts. You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week. My client empowers you to be successful whilst ensuring the position has the autonomy for you to strike an appropriate work/life balance. An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for. This is a superb opportunity with so many positive aspects to it and I would be keen to confidentially discuss these with you.Please apply or contact me directly 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.
IDEX CONSULTING LTD
Newcastle Upon Tyne, Tyne And Wear
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team in Newcastle. The business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with Financial Planners who have been with the business for a long time and are very well regarded across the business. Typical duties include To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Liaise with operational teams where support is required Preparation of meeting packs and valuations Maintain back-office systems and client records in line with the company policies. Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory or Wealth Management business. Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team. Hybrid working (3 days office minimum) 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.
Aug 10, 2026
Full time
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team in Newcastle. The business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with Financial Planners who have been with the business for a long time and are very well regarded across the business. Typical duties include To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Liaise with operational teams where support is required Preparation of meeting packs and valuations Maintain back-office systems and client records in line with the company policies. Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory or Wealth Management business. Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team. Hybrid working (3 days office minimum) Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards. Hybrid working : Office-based for first 6 months, then 3 days office / 2 days home. Key Responsibilities Handle client enquiries professionally Support Financial Planners with admin and meeting coordination Prepare and process client documentation and reports Maintain CRM systems accurately Assist with client onboarding and ongoing servicing About You Experience in financial services administration Strong organisation and communication skills Understanding of financial planning/wealth management What's on Offer Competitive salary + benefits Private medical, pension & life assurance Generous holiday + option to buy more Hybrid 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.
Aug 10, 2026
Full time
Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative support to Financial Planners, act as a first point of contact for clients, and ensure smooth day-to-day operations while maintaining regulatory standards. Hybrid working : Office-based for first 6 months, then 3 days office / 2 days home. Key Responsibilities Handle client enquiries professionally Support Financial Planners with admin and meeting coordination Prepare and process client documentation and reports Maintain CRM systems accurately Assist with client onboarding and ongoing servicing About You Experience in financial services administration Strong organisation and communication skills Understanding of financial planning/wealth management What's on Offer Competitive salary + benefits Private medical, pension & life assurance Generous holiday + option to buy more Hybrid 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 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.
