idex consulting ltd Jobs - 88
Senior Paraplanner
IDEX Consulting Ltd - Cheltenham
Employment Type : Full-Time
I'm currently partnered with a national independent financial planning firm, who are looking for a Senior Paraplanner to join their team in Cheltenham. This company holds an outstanding reputation and has over eight offices located all across the country. This role requires a highly experienced individual with strong technical expertise, as you will be supporting one of the firm's primary Advisors. Key Responsibilities Assess clients' financial ...
Financial Planning Administrator
IDEX Consulting Ltd - Ipswich
Employment Type : Full-Time
An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner Record annual rev...
Head of Client Administration
IDEX Consulting Ltd - Gloucester
Employment Type : Full-Time
I'm working with a successful boutique independent financial advice firm who are looking for a Head of Client Administration to lead their dynamic client administration team. The business is in the midst of an exciting growth trajectory due to their continued success. We're looking for candidates with proven IFA administration experience, ideally those already excelling as Team Leaders or Managers, who are local to the Gloucester area. This oppo...
Paraplanner
IDEX Consulting Ltd - Newcastle Upon Tyne
Employment Type : Full-Time
Our client, an established Accountancy and Advisory business are continuing to grow and require a Diploma qualified Paraplanner to join their Newcastle offices. Joining a busy office consisting of 7 further Paraplanners and 15 further support/administrative team members, this role offers the successful individual to seamlessly integrate in to a business that has a strong on-boarding process to aid a smooth transition into the team. Supporting c....
Senior Account Handler
IDEX Consulting Ltd - Liverpool
Employment Type : Full-Time
.A multinational Broker in the Liverpool area are looking for an experienced Commercial Account Handler to join their growing, enthusiastic and highly successful team. What can you expect? To work with the team to shape and contribute to the future of the business To work with a wide insurance marketplace in meeting the needs of clients To be part of a team that strives to deliver best practice, market leading service and client focused solution...
Development Executive
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Development Executive required for this rapidly scaling commercial insurance brokerage in Glasgow. In this newly created position, your core remit here is to convert commercial insurance leads generated via two key corporate partnerships and from a panel of professional practices. You'll be working with SME level firms with turnovers from 500k to around 15m across all main areas of the SME marketplace. You'll be providing clear insurance advice ...
Paraplanner Manager
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh. Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be responsible for a number of centralised Paraplanning or technical activities. RESPONSIBILITIES Recruit, manage, train and develop high calibre Paraplanner...
Paraplanner Manager
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
A very exciting position has just arisen at this National Wealth Management Firm with a large base in Glasgow and Edinburgh. Management of Paraplanning support across a number of Practices delivering high quality technical and report writing services to Advisers. In this role, you will also be responsible for a number of centralised Paraplanning or technical activities. RESPONSIBILITIES Recruit, manage, train and develop high calibre Paraplanner...
Commercial Claims Handler
IDEX Consulting Ltd - Stirling
Employment Type : Full-Time
Are you an experienced claims handler looking for an opportunity to take your career to the next level? Join one of Scotland's best-respected insurance brokerages, a company that has significantly grown over the past five years and continues to expand. Known for their exceptional services in the commercial and specialist agricultural markets, this brokerage offers not just a job but a pathway to leadership. Why Join Us? Career Progression: Most ...
Account Executive
IDEX Consulting Ltd - Surrey
Employment Type : Full-Time
Are you an experienced Commercial Insurance Account Executive with a passion for delivering outstanding service to existing mid-market clients? We are looking for a driven individual to join a dynamic team and take ownership of an exciting portfolio of mid-market clients. What's in it for you? Exciting Client Base: Manage a portfolio of established mid-market businesses, fostering long-term relationships and driving tailored insurance solutions....