idex consulting ltd Jobs - 111
Financial Advisor
IDEX Consulting Ltd - Twickenham
Employment Type : Full-Time
Overview: IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions throughout 2024 and 2025, the firm is looking for a skilled professional to inherit a portfolio of clients based in Twickenham / South London Key Responsibilities: Review and respond to clients' evolving financial needs and circumstances. Keep both clients and int...
Head of Operations
IDEX Consulting Ltd - Harrogate
Employment Type : Full-Time
A national Wealth Management business are seeking a Head of Operations to join their growing business. The role is available due to promotion internally. The primary objective of the role is to ensure a robust, operationally efficient environment that meets its Regulatory obligations , the Operations team has strict rules it must follow in relation to managing client money where the CASS rules must be followed at all times. Responsibilities incl...
Senior Paraplanner/Team Leader
IDEX Consulting Ltd - Sunderland
Employment Type : Full-Time
A leading financial advisory business are looking to hire an experience Paraplanner to join their team in Sunderland. Whilst continuing as a hands-on Paraplanner, this is an excellent opportunity for somebody looking to continue or step up into a more leadership-focussed role, ensuring strong team morale along with day-to-day involvement in process and performance management. Duties include: Set clear team goals and KPIs at the beginning of each...
Senior IFA
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
IDEX are working in partnership with a Wealth Management firm who are looking for a Financial Planner to join their Glasgow offices. Working closely with an existing team of Financial Planners that demonstrate longevity with the business, along with a high calibre Investment Management team, you will build and develop relationships with an existing book of clients, ensuring they are provided with ongoing advice and support where required. You wi...
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...
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...
Pension Administration Team Lead
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
IDEX Consulting is working with one of the UK's leading pension consulting firms in the search for a Team Lead in their DB pensions administration team. Looking for candidates who are ambitious and enjoy working with people as well as enjoying solving complex problems and thrive in a challenging environment. This firm has invested in excellent staff retention rate, clear progression plans and opportunities in different teams, they are focused on...
Senior Adviser Aberdeen
IDEX Consulting Ltd - Aberdeen
Employment Type : Full-Time
A brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser. You will work closely with the partners and give financial advice to their current client bank. You will receive full back office support and paraplanning services. You will be responsible for: Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations Identify and establish contact with p...
Investment Analyst Junior Paraplanner
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
A new and really exciting opportunity has arisen for an Investment Analyst within this large IFA practice. Creating bespoke client investment solutions using both long term strategic asset allocation and short term tactical asset allocation to meet/clients aims and objectives. Analysis of client portfolios and providing suitable investment recommendations. Analysis of global markets and funds down to stock level via the Morningstar research syst...
Financial Advisor
IDEX Consulting Ltd - Bristol
Employment Type : Full-Time
I'm currently partnering with a leading wealth management firm who require a Financial Planner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. With a client bank supplied, this individual needs to have experience managing high net-worth clients, and have a successful history of being able to deliver a high quality se...