idex consulting ltd Jobs - 132
Financial Services Administrator
IDEX Consulting Ltd - Lossiemouth
Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice. This is a fantastic opportunity for someone who has been working within a support role in an IFA. Your main responsibilities in this role will be: Client reviews Preparing valuations/illustrations Processing new business and renewals Assisting with research and report writing You must have experience as an IFA Administrator to be successfu...
Construction Practice Lead
IDEX Consulting Ltd - Canada
Employment Type : Full-Time
This Global Broker holds an established brand across both North America and Canada, with Construction Business being at the forefront of their continued success. With well-established Construction teams in both Edmonton and Toronto, this firm are setting their sights on Vancouver, and are looking to hire a Construction Practice Lead to build and shape their presence from the ground up. This is a pivotal role, with big ambitions. As an Industry L...
Trustee Associate
IDEX Consulting Ltd - London
Employment Type : Full-Time
IDEX Consulting is working with one of the UK's leading Trustee consulting firms in the search for a Trustee Associate for their award winning client. This role will benefit someone who is from a pension scheme governance background and looking for an opportunity to make a real impact in the industry. What You'll Do: Maintain good governance of occupational pension schemes, whether ongoing, winding up, or in a Pension Protection Fund Assessment ...
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 - Edinburgh
Employment Type : Full-Time
Our client a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen and Perth is seeking an experienced Paraplanner to join them. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You will have: At least three year's paraplanning experience Minimum Level 4 qualified (The ideal candidate will ...
Paraplanner Glasgow
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week. About the role: Develop financial planning strategies in line with the client's needs, goals and objectives. Draft client-centric fina...
Paraplanner
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice. 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 the business. You MUST have level 4 diploma or be close to completing. You will be responsible for per...
Paraplanner
IDEX Consulting Ltd - Borehamwood
Employment Type : Full-Time
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Reading or Borehamwood offices! Part qualified individuals will be considered. This will be a hybrid working opportunity once training has been completed seeing you WFH twice a week. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include: Preparing pre-a...
Independent Financial Advisor
IDEX Consulting Ltd - Hull
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 Advisor to inherit a book of HNW clients based in and around East Riding of Yorkshire. Duties include: Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to d...
Paraplanner Glasgow
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an amazing opportunity for you. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per wee...