idex consulting ltd Jobs - 104
Paraplanner
IDEX Consulting Ltd - Wirral
Employment Type : Full-Time
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitabi...
Business Assurance Specialist
IDEX Consulting Ltd - London
Employment Type : Full-Time
IDEX Consulting are currently partnered with a Financial Planning business who are looking to recruit an officer into their governance / assurance team. This role will be responsible for providing oversight of the regulatory risks and controls and provide oversight to the Investment Managers and Paraplanners on the financial advice they give. This role will involve lots of stakeholder management but the client are happy to offer a hybrid working...
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 Services Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. 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...
Energy Account Manager x2
IDEX Consulting Ltd - USA
Employment Type : Full-Time
We're partnering with a leading global broker in the Energy & Renewables sector, who are looking to appoint an Account Manager to join their high-performing Energy Practice. This position offers flexibility, with the option to work remotely or in a hybrid setup from anywhere in the US. Working closely with Account Executives and Production staff in the retaining of relationships with high-profile Energy clients. Account Management and respon...
Risk and Health Consultant
IDEX Consulting Ltd - London
Employment Type : Full-Time
Supporting an established global player in the market to recruit a Senior Group Risk Consultant who has experience managing large corporate clients Whether you're currently at another consultancy looking to progress your career or an insurer background looking to move across, I'd be keen to chat Day to day, you'll be responsible for a portfolio of complex Group Risk clients with leading global brands delivering consulting advice and people risk ...
Senior Independent Financial Adviser
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
Full employed package including salary, car allowance and bonus Local back office and technical support team Grade A client friendly central office Realise value in your existing client relationships Guaranteed 1st year bonus to support non-solicitation period About our client A friendly directly authorised financial planning business with a highly capable back office and compliance team. My client is a trusted advice firm offering complete inde...
Case Manager
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
Are you a personable individual who enjoys building relationships and partnering with clients and Insurers. Do you have a good commercial insurance grounding in either commercial broking or underwriting? Do you want to have the flexibility of works from the office of home? We would like to hear from ambitious individuals who are looking for something different and ready to challenge themselves beyond their current role. You will need to be confi...
Client Advisor, Leeds
IDEX Consulting Ltd - Leeds
Employment Type : Full-Time
IDEX Consulting are working in close partnership with a Private Bank who require a Wealth Manager to join their Leeds offices. This is an exciting period for the office as the successful candidate will have access to established, HNW clients to immediately begin building your own personal relationships with. Along with this, the existing Directors within the office are having fantastic success on-boarding new clients via their extensive external...
Corporate Insurance Client Manager
IDEX Consulting Ltd - London
Employment Type : Full-Time
As a Client Manager within the Global team your day-to-day responsibilities will focus on the servicing and management of insurance programmes for complex multinational organisations. Key responsibilities will include: Building strong relationships with key stakeholders in a portfolio of 4-5 clients Managing and servicing the day-to-day renewal activities Dealing with day-to-day client issues, coverage queries, changes to business etc Collaborat...