Employment Type : Full-Time
Are you an employed IFA looking to be more in charge of your own destiny? Do you want to move your clients to a progressive firm who will give you all the back office support you need and shares from the outset? Do you want the ability to work when you want and where you want all the time? (This role can be based anywhere in the UK) Idex Consulting are working exclusively with a creative IFA practice who are looking for accomplished individuals ...
Employment Type : Full-Time
Idex Consulting is proud to be partnering with a prestigious award winning global consultancy looking to grow its Retirement team across the UK. This is a brilliant opportunity for part-qualified or recently qualified Pensions Actuaries to step into a role offering real variety, career progression and exposure to high-profile clients and cutting-edge project work - including risk settlement, GMP equalisation and member options. What you'll be do...
Employment Type : Full-Time
IDEX are exclusively representing a Wealth Manager in the Midlands who are looking for a Head of Advice & Controls. This is a project role that will support the compliance leadership team in identifying regulatory or operational gaps in the advice process. You will work with the senior leadership team in helping improve and automate processes and ensure that the business is bought into the new processes. This role is best suited for candidat...
Employment Type : Full-Time
Are you an experienced employed IFA feeling restricted by corporate bureaucracy and rigid structures? Do you want the freedom to run your own client relationships, on your own terms-without sacrificing support, stability, or financial reward? Would moving your clients to a truly modern, forward-thinking firm-offering full paraplanning and admin support, remote-first working and equity from day one-be the game-changer you've been looking for? Ide...
Employment Type : Full-Time
My client is a leading global provider of shareholder, pension and credit technology. I am now seeking a strategic, client-focused leader to join as Head of Private Sector Clients a high-impact role responsible for shaping the experience and engagement. Key responsibilities Lead and develop a team of 7-10, including Technical Proposition Leads Build strong relationships with key clients and internal stakeholders, including CEO and corporate spon...
Employment Type : Full-Time
Are you an employed IFA looking to be more in charge of your own destiny? Do you want to move your clients to a progressive firm who will give you all the back office support you need and shares from the outset? Do you want the ability to work when you want and where you want all the time? (This role can be based anywhere in the UK) Idex Consulting are working exclusively with a creative IFA practice who are looking for accomplished individuals ...
Employment Type : Full-Time
Idex Consulting have a new opportunity for an IFA administrator to join a large IFA Practice. 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. Responsibilities: Using IO system and a variety of platforms Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with ...
Employment Type : Full-Time
My client is a small but growing IFA practice in the centre of Manchester. Due to growth they are looking for an experienced financial planner to join their team. Clients are available for the successful candidate. Providing 1st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Experience of dealing with high net worth individuals - high earning professionals, business own...
Employment Type : Full-Time
An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma or be close to completing. You will be responsible for per...
Employment Type : Full-Time
Are you an experienced sales professional with experience of Employee Benefits technology? I'm working with a leading consultancy firm to recruit a business development manager to work within their flex team to support the growth of this division through developing new new and new from existing business. Looking for someone who has a proven track record in sales; knowledge of benefits technology and ideally understands the wider benefits landsca...