idex consulting ltd Jobs - 136
Financial Planner
IDEX Consulting Ltd - Leeds
Employment Type : Full-Time
Our client, an established financial advisory firm with presence across the UK, require a Financial Planner to join their Leeds offices. With a proven ability to help the existing team achieve new business targets, you will be supported by a strong leadership team that encourages autonomy and flexibility. New business is a focus in this role. So long as you can demonstrate a can-do and pro-active mindset and hold a genuine interest in building n...
Onboarding Paraplanner Supervisor
IDEX Consulting Ltd - Newcastle Upon Tyne
Employment Type : Full-Time
Our clients have an exciting opportunity to join their Technical Planning team in the heart of Newcastle as an On-boarding Supervisor. Responsibilities: Training and on-boarding of new advisers Providing insight and support on the regulated advice process Assist in formal adviser introduction course Assessing and reporting on adviser competency Requirements: Ideally hold Level 4 in Regulated Financial Planning, would consider partially qualified...
Account Executive
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
The options out there are endless at the moment. Every Broker is looking to grow and as an Account Executive you need to know that the options you're looking at are the right ones. You're desperate for a new challenge but I'd be surprised if you wanted to start from scratch again, you've done that before - how nice would it be to take over a book of business and organically grow it! Here, you'll inherit a book of C 150k with the knowledge that y...
Investment Administrator
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
My client is a national Investment Management firm and they are looking for an experienced Investment Administrator to join their busy office in the heart of Manchester city centre. Key responsibilities include; Assist and prepare reports, correspondence and other relevant documentation including investment proposals On-board new clients and collate data that will assist with the administration of their accounts Provide clients with information ...
Paraplanner
IDEX Consulting Ltd - Leeds
Employment Type : Full-Time
We are working with a Financial firm based in Guiseley who are looking to recruit their next Paraplanner. Our clients are looking for a strong Paraplanner who can join their team to enjoy the great rewards this company has to offer. Key Duties and Responsibilities: Establishing and building strong relationships with clients Preparing and maintaining client files and client reviews Building cash flow models. Preparing recommendations and suitabil...
Account Handler
IDEX Consulting Ltd - Cheltenham
Employment Type : Full-Time
Job Description: Are you a skilled and knowledgeable insurance professional with a passion for broking and a deep understanding of property policies? Do you pride yourself on delivering exceptional service to clients? If so, we have an exciting opportunity for you to join a friendly and dynamic broker specialising property. IDEX are supporting a rapidly growing organisation with a vision to become an industry-leading employer of choice. They val...
Principal Pension Administrator
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
I am currently looking for a number of experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition / growth phase. The Principal Pension Administrators will report directly to the CSD Team Managers and be responsible for managing 2 Senior Administrators and up to 4 Administrators. The ideal candidate needs to have experience as a Senior Pensions Administrator and be CPC qualifi...
IFA Administrator
IDEX Consulting Ltd - Birmingham
Employment Type : Full-Time
About our client An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham. Be part of an exciting journey as the Midlands team of this impressive national firm continues going from strength to strength. About the role This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate planning. The...
Technology Underwriter
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
Technology Underwriter Birmingham/ Manchester 80,000 - 100,000 bonus and benefits A Global Insurer is seeking a specialist Technology Underwriter in either their Birmingham or Manchester office. The Underwriter will inherit an existing portfolio and will be responsible for underwriting both new and renewal business. Duties will include: Preparing quotations Dealing with queries from Brokers and keeping them abreast of any underwriting decisions ...
Commercial Account Executive
IDEX Consulting Ltd - Manchester
Employment Type : Full-Time
So, it's pretty clear that there are huge opportunities all around you right now. Everyone can see that. I'm confident in stating that loads of your peers are already taking advantage of the options in the market and gaining hugely from them. The difficult bit is finding which opportunity is right for you… What if I said that I'm working on a retained basis with a Broker who are the definition of "game changers" in the Insurance market...