idex consulting ltd Jobs - 133
IFA Administrator
IDEX Consulting Ltd - Edinburgh
Employment Type : Full-Time
Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh. 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: Preparing valuations Processing new business and renewals Process fund switches Assisting with research Sending letters of authority Booking client appointments for the IFA Updating...
Senior Pension Administrator
IDEX Consulting Ltd - Ireland
Employment Type : Full-Time
IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clear progression plans and opportunities in different teams, so you can future proof your career. They also offer a market leading financial & benefits...
IFA Admin
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting have a new opportunity for an IFA administrator to join a large, successful IFA Practice in Glasgow City Centre. You will be part of a team providing supporting a team of financial advisers, which includes the company directors Prepare suitability reports Obtain quotes, illustrations, product information and appropriate paperwork Prepare annual reviews/valuations Process new business Liaise with providers Deal with client queries...
IFA Sales Support
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes, writing suitability letters and doing trades. Ideally you will have had exposure to the True Potential system, but anything similar will be trained. You will have experience with a variety of platforms. You will be ...
Senior Pension Administrator
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clear progression plans and opportunities in different teams, so you can future proof your career. They also offer a market leading financial & benefits...
Senior Pension Administrator
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
IDEX Consulting is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clear progression plans and opportunities in different teams, so you can future proof your career. They also offer a market leading financial & benefits...
IFA Admin
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting are working exclusively with an IFA firm based in the west end of Glasgow. They are looking for a Senior IFA Support to join the team due to new Advisers joining. This firm have a team of 5 Financial Planners, 2 Mortgage Advisers and have 6 admin support/Paraplanners looking after them. The role will include: Prepare suitability reports Using Intelligent Office system and a variety of platforms Obtain quotes, illustrations, produ...
Senior Market Analyst
IDEX Consulting Ltd - London
Employment Type : Full-Time
Idex are exclusively working with a leading Energy Consultancy as they seek to appoint a Senior Market Analyst in their London office. This is a key hire for my client, where you will have a pivotal role in leading commercial projects for their Crude markets. You can also expect to be involved in the following: In depth reporting and data analysis Modelling operations - outputs, inefficiencies etc Working closely with a variety of clients in the...
Senior Investment Associate
IDEX Consulting Ltd - Leeds
Employment Type : Full-Time
IDEX Consulting are working with a leading Wealth Management firm who are looking for an Investment Management Associate to join their busy team within their offices in central Leeds. The office is based in Wellington Place, a popular location with fantastic and new facilities whilst being a short walk from the train station and easy access for further public transport. The role will work closely with a long-standing Investment Management team w...
Financial Planner
IDEX Consulting Ltd - Reading
Employment Type : Full-Time
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas. The role will come with a core book of clients and a regular supply of leads. The role will give you autonomy to manage your diary and network new clients into the business. In return, you will be joining a business who are one of the leading wealth management companies in the ...