idex consulting ltd Jobs - 142
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...
Financial Services Administrator
IDEX Consulting Ltd - Perth
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...
Client Services Administrator
IDEX Consulting Ltd - Newcastle Upon Tyne
Employment Type : Full-Time
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an Client Services Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties include: Working closely with Financial Advisors to offer pro-active support Diary management and arranging client meetings Liaise with highly a...
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...
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...
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...
Senior Pensions Administrator
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 12% and private medical care. You will be dealing with a variety of administration tasks connected to the running of a pension scheme including da...
Client Services Manager
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
Idex Consulting have partnered with a boutique DFM business who are looking for an Client Services Manager to join their team in Edinburgh. This is an excellent opportunity for a motivated individual with a keen interest in client service within financial services. The CSM will be responsible for assisting the portfolio management team, in various aspects of the client service, including client on-boarding, production of reports, meeting prepara...
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 ...
Client Service Associate
IDEX Consulting Ltd - Newcastle Upon Tyne
Employment Type : Full-Time
IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an Client Services Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team. Duties include: Working closely with Financial Advisors to offer pro-active support Diary management and arranging client meetings Liaise with highly a...