idex consulting ltd Jobs - 103
Paraplanner Glasgow
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week. About the role: Develop financial planning strategies in line with the client's needs, goals and objectives. Draft client-centric fina...
Financial Services Administrator
IDEX Consulting Ltd - Lossiemouth
Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valuations/illustrations Processing new business and renewals Assisting with research and report writing You must have experience as an IFA Administrator to be successfu...
Financial Services Administrator
IDEX Consulting Ltd - Perth
Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valuations/illustrations Processing new business and renewals Assisting with research and report writing You must have experience as an IFA Administrator to be successfu...
Construction Underwriter
IDEX Consulting Ltd - London
Employment Type : Full-Time
A leading Managing General Agent (MGA) is looking for an experienced Construction Underwriter to join their well-established team. In this role, you will manage a portfolio of client risks within the construction industry, handling complex and high-risk underwriting requests from an established network of brokers. The ideal candidate should have relevant experience in underwriting UK and Ireland Construction/Contractors All Risks (CAR) business ...
Programme Lead
IDEX Consulting Ltd - London
Employment Type : Full-Time
I am working exclusively with a Wealth Management business who are seeking a Programme lead. The role will shape the business toward the best 'exit value' over the course of the next year. There are several streams to the opportunity covering: Technology Integrations Operating Model transformation Key to the role is following: Ensure the day to day management of the work-streams is seamless and the business stays on track Hold the pen on the pap...
Financial Planner
IDEX Consulting Ltd - Newcastle Upon Tyne
Employment Type : Full-Time
A national Wealth Management business is looking to recruit a Financial Planner into their Newcastle base. Due to a recent upsurge in new clients, the existing team of Financial Planners are at capacity, and so this is a newly created opportunity to join the business. Currently, c. 75 households are available to inherit with the average client at 1m. The successful candidate will ideally be Chartered qualified or studying towards. This is a fant...
Senior Actuarial Consultant
IDEX Consulting Ltd - London
Employment Type : Full-Time
IDEX Consulting are working with one of the UK's leading pension consulting firms who are in search for an Senior Actuarial Consultant to join their growing team. You will be working with multinational clients and have the responsibility for the delivery of actuarial services to a portfolio of clients. Role Responsibilities: Advising clients on strategic pensions issues, including valuations and funding negotiations, integrated risk management, ...
IFA Admin Glasgow
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA Practice in Glasgow. You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Some of the duties are: Prepare suitability reports Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews...
Paraplanner
IDEX Consulting Ltd - Aberdeen
Employment Type : Full-Time
Idex Consulting have a new opportunity for an IFA administrator to join a small, highly successful practice in Aberdeen. You will be part of a team providing support and reports to the company director. Prepare suitability reports Using Intelligent Office system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal w...
Compliance Officer
IDEX Consulting Ltd - Hampshire
Employment Type : Full-Time
IDEX Consulting are currently supporting a growing Lloyds broker in their search for a Compliance Officer. This role can be homebased but with monthly travel to their regional offices. This role sits in a small team of Compliance professionals who are responsible for providing pragmatic regulatory advice and guidance to the business and any external partners. The role is to manage the relationships with the regional brokers in their network. You...