idex consulting ltd Jobs - 132
Financial Services 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: 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...
Risk and Health Consultant
IDEX Consulting Ltd - London
Employment Type : Full-Time
Supporting an established global player in the market to recruit a Senior Group Risk Consultant who has experience managing large corporate clients Whether you're currently at another consultancy looking to progress your career or an insurer background looking to move across, I'd be keen to chat Day to day, you'll be responsible for a portfolio of complex Group Risk clients with leading global brands delivering consulting advice and people risk ...
Paraplanner
IDEX Consulting Ltd - Wirral
Employment Type : Full-Time
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. 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-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitabi...
Pensions Administrators
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
IDEX Consulting is currently partnered with one of the leading UK pension consultancies in the search for an experienced DB Pension Administrator. This firm are renowned for their family feel culture and excellent staff retention rate, within a supportive environment. You will be responsible for owning a portfolio of DB schemes, covering "cradle to grave" pension administration, including manual calculations. You will also be involved ...
Client Advisor, Leeds
IDEX Consulting Ltd - Leeds
Employment Type : Full-Time
IDEX Consulting are working in close partnership with a Private Bank who require a Wealth Manager to join their Leeds offices. This is an exciting period for the office as the successful candidate will have access to established, HNW clients to immediately begin building your own personal relationships with. Along with this, the existing Directors within the office are having fantastic success on-boarding new clients via their extensive external...
Case Manager
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
Are you a personable individual who enjoys building relationships and partnering with clients and Insurers. Do you have a good commercial insurance grounding in either commercial broking or underwriting? Do you want to have the flexibility of works from the office of home? We would like to hear from ambitious individuals who are looking for something different and ready to challenge themselves beyond their current role. You will need to be confi...
Paraplanner
IDEX Consulting Ltd - Newcastle Upon Tyne
Employment Type : Full-Time
IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. Having placed into this team earlier in the year, it can be said with confidence how the business provides ongoing support to new joiners and and helps them settle into a professional yet friendly environment with a positive culture. This is a continued part of the growth strategy which has seen additional headcount, revenue an...
Client Administrator
IDEX Consulting Ltd - Northallerton
Employment Type : Full-Time
IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK. Currently, they require an IFA 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 affluent a...
Financial Planning Administrator
IDEX Consulting Ltd - Leeds
Employment Type : Full-Time
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Working in modern office spaces that are a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with the Financial...
Head of Business Assurance
IDEX Consulting Ltd - London
Employment Type : Full-Time
IDEX Consulting are currently exclusively partnered with an reputable brand in the financial advice industry in their search for a Head of Business & Quality Assurance. This is a newly created role where you will be responsible for growing a team of Assurance / Monitoring officers who are responsible for reviewing and assessing financial advice, running thematic reviews and having oversight of the processes and controls that make them a mark...