Employment Type : Full-Time
An Account Executive who is about to take over a book of business will always have the same worry; "after 12 months, this book is going to be heavily under attack"….and trust me, it's completely natural to have that concern. But, what if I told you I'm working with a Broker in Leeds who have a book ready to go with 0% chance of it being under threat? A big player in the Leeds market has a book of c 600k income ready to go from an indiv...
Employment Type : Full-Time
Paraplanner - Can be based anywhere in Scotland (Edinburgh/Glasgow, or Aberdeen) An exciting opportunity has arisen for an experienced Paraplanner for a well-known chartered financial planning firm. 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 ...
Employment Type : Full-Time
IDEX Consulting are currently exclusively partnered with an reputable brand in the financial advice industry in their search for a Head of Business & Quality Assurance. This is a newly created role where you will be responsible for growing a team of Assurance / Monitoring officers who are responsible for reviewing and assessing financial advice, running thematic reviews and having oversight of the processes and controls that make them a mark...
Employment Type : Full-Time
Have you ever imagined living a tax-free lifestyle in a place with year-round sunshine and warm temperatures? Sounds nice, right? Add to that, the opportunity to access profit-related equity deals, along with a relocation package for both you and your family...enter Dubai. IDEX partnered up with an emerging Specialty MGA who are fostering an environment that values adaptability, empowering you to shape your success, take ownership of your work a...
Employment Type : Full-Time
I am delighted to be working exclusively with a traditional and boutique IFA business on the outskirts of York who are seeking a Paraplanner to join their busy team. Working alongside one other Paraplanner, the successful applicant will work alongside the firm's Financial Planners, taking full responsibility for the preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash ...
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...
Employment Type : Full-Time
This role could be based from any of the following offices with hybrid working: Reading, Leeds, Manchester, Birmingham, Guildford, Edinburgh, London, or Belfast. IDEX Consulting are looking for a number of qualified pensions actuaries to join our clients GMP Equalisation team. We have a unique approach to solving the problems around GMP and are looking for technically minded people to join our friendly and supportive team. Though previous experi...
Employment Type : Full-Time
Are you CAS and seeking an opportunity in Devon? My client is looking for a Planner to join the business to replace a retiring Advisor. The role is situated in North Devon and comes with a client bank of established clients. The successful individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations. The ideal candidat...
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...
Employment Type : Full-Time
IDEX are working exclusively with a leading Financial Advisory and Wealth Management business who require additional headcount in their Customer Care Team. Typical duties include; Carry out investigations of client complaints, following the firm's standard complaints procedure and formulating client responses Support the analysis of customer feedback processes Act upon and effectively deliver against client requests Review customer focused regul...