idex consulting ltd Jobs - 88
Account Executive
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
IDEX are supporting one of the UK's leading regional Brokerages who have recently opened a new office in Birmingham City Centre. Would you like to be part of a business from scratch? Full broking and Account Handling support you'll get Account Handlers helping you provide the best possible care for your clients. These are highly proficient brokers who will push back to Insurers if needed and are there to ensure you get the best terms for the cus...
Paraplanner
IDEX Consulting Ltd - Cheltenham
Employment Type : Full-Time
I'm currently partnered with a bespoke financial planning firm, who are looking for a Paraplanner to join their team in Cheltenham or Hereford. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have offices situated all over the country and specialises in working with high net-worth clients to deliver a premium service. Responsibilities: Preparing pre-approval documentation prior ...
Paraplanner Maternity Cover
IDEX Consulting Ltd - Cardiff
Employment Type : Full-Time
I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for 1.5 years. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have an office situated in the heart of Cardiff, making it convenient to get to, and they operate just 3 days per week in office. Responsibilities: Preparing pre...
IFA
IDEX Consulting Ltd - London
Employment Type : Full-Time
A highly regarded IFA in London are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potential Hybrid working Full paraplanning, administration and compliance support A broad range of advice dealing with a core high net worth client portfolio Ambitious growth plans that will present various career development opportunities Clients to inherit ...
D&O Underwriter
IDEX Consulting Ltd - London
Employment Type : Full-Time
D&O Underwriter London 60,000 - 80,000 excellent holiday allowance and pension etc. A Global Insurer is looking to appoint a D&O Underwriter in their London team, who will also support in PI. The Underwriter will be expected in the office 3-4 days per week. The main focus of the role will be the servicing and retention of renewal business, though there will also be some new business underwriting. This will entail: Analysing risk from Bro...
Paraplanner
IDEX Consulting Ltd - Hereford
Employment Type : Full-Time
I'm currently partnered with a bespoke financial planning firm, who are looking for a Paraplanner to join their team in Cheltenham or Hereford. This company holds an outstanding reputation, which sets it apart from their competition on the market. The company have offices situated all over the country and specialises in working with high net-worth clients to deliver a premium service. Responsibilities: Preparing pre-approval documentation prior ...
Client Services Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
A new opportunity for an Client Support Administrator to join a IFA Practice in Edinburgh City Centre. Responsibilities: Preparing illustrations and paperwork for clients Processing and chasing of new business, both paper based and online Process fund switches and rebalances Sending out Letters of Authority to life companies and chase up accordingly Prepare and format all suitability reports Undertaking the research and completion of Pension Rep...
Global Account Handler
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
IDEX are supporting a reputable player in the insurance industry.# They are committed to delivering exceptional service and tailored insurance solutions to their clients and are currently seeking a dedicated Corporate Account Manager to join their team in Birmingham, where you will play a key role in serving their Global clients. As a Corporate Account Manager you will have the following responsibilities: Provide crucial support Account Executiv...
Commercial Account Executive
IDEX Consulting Ltd - Northampton
Employment Type : Full-Time
As an Account Executive I bet you You the same New Business Account Executive roles time and time again, the problem is you are not interested in starting over again and to be honest, why would you wan to do it? How about looking after a book of business for 12 months, no new business targets just servicing the clients whilst the Account Executive is on maternity leave. That's all good and well but what happens when she comes back, I hear you sa...
Chartered Financial Planner
IDEX Consulting Ltd - London
Employment Type : Full-Time
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full Paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients. They offer a great home for advisers...