idex consulting ltd Jobs - 124
Financial Advisor
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
My client is a national award winning financial advice firm. An exciting opportunity has arisen for an experiences financial advisor to join them in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning. You will be supported...
Independent Financial Advisor
IDEX Consulting Ltd - Preston
Employment Type : Full-Time
IDEX Consulting are working with a national Financial Advisory firm who are seeking an Independent Financial Advisor to join their growing business. Due to continued acquisitions across 2024 and 2025, the business requires an IFA to inherit a book of clients from a retiring Advisor in the Preston area. Duties include: Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with ...
Paraplanner
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions Conduct thorough technical research to support financial recommendations Maintain accurate and up-to-date client records Attend client meetings to support Financial Planners in presen...
Paraplanner
IDEX Consulting Ltd - Aberdeen
Employment Type : Full-Time
The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist in completing the client fact find Submit new business with providers Client contact and updates Completing initial information gathering and analysis on existing products Provide r...
Compliance Director
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
Are you a Senior Compliance Leader with a strong operational mindset and deep understanding of financial advice processes? IDEX are exclusively representing a wealth management firm seeking an experienced Compliance Director to lead and strengthen the first-line controls, oversee day-to-day compliance operations and drive forward policy and procedural improvements. The role This is a leadership position and you will lead a team of 10 professiona...
Client Adviser SME
IDEX Consulting Ltd - Bristol
Employment Type : Full-Time
A leading insurance brokerage is seeking a Client Adviser to join its expanding SME team. The successful candidate will be responsible for delivering a first-class, end-to-end service to SME clients, ensuring each interaction is handled with professionalism, efficiency, and attention to detail. Key Responsibilities Provide a high-quality, proactive service to existing and prospective SME clients. Manage the full broking process including new bus...
Account Executive
IDEX Consulting Ltd - Cambridgeshire
Employment Type : Full-Time
This business isn't just about policies and premiums - they're about people, relationships, and a cracking team environment. They're growing fast and are looking for talented individuals across multiple roles whether that be experienced leader, trusted handlers, or a growth-minded Account Executives. Looking to grow something that's truly yours? This is a fantastic opportunity for an experienced Account Executive ready to take the next step. You...
Home Based Financial Planner
IDEX Consulting Ltd - South East England
Employment Type : Full-Time
An exciting opportunity has arisen for aFinancial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning. You will be supported by the wider business, and will be provided with...
Technical Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
Are you an experienced Administrator with a strong technical understanding of financial planning? A well-established and respected financial services practice with offices across Scotland is expanding and seeking a Technical Administrator to join its growing Edinburgh team. In this role, you'll work closely with Financial Advisers to deliver a high-quality, compliant and seamless experience for clients. From preparing detailed financial reviews ...
Lead Marine Cargo Broker
IDEX Consulting Ltd - London
Employment Type : Full-Time
Marine Cargo Broking Leader - An already successful team to support and manage and an existing portfolio of business to inherit and grow from Working closely with your counterpart, you'll develop, coach and bring the best out of your team but not step away from the tools completely, you'll lead from the front, travel to meet new and existing clients and develop strategies for continued growth globally. You'll be joining a Lloyd's wholesale broke...