IDEX Consulting Ltd
36 open UK roles - Cardiff, Bristol, Nottingham, Newcastle Upon Tyne +7 more
IDEX Consulting Ltd is a recruitment firm that hires for roles in pensions administration, financial planning, and wealth management. The excerpts show it places candidates in positions such as pensions operations managers, IFA administrators, and paraplanners.
SME Account Executive
3w agoIf you're an SME Account Executive looking for a role where you can genuinely take ownership of your clients and portfolio, this could be the opportunity you've been waiting for. I'm working with a well-established...
Cardiff£30k - £34kClient Adviser
3w agoYou're at your best at the centre of a Commercial Broking team, collaborating closely with Account Executives and Directors to deliver an exceptional client experience. With solid exposure across the commercial...
Bristol£40k - £50kIFA Administrator
3w agoThe Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership...
Nottingham£28k - £32kManaging Director
4w agoLead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine...
Newcastle Upon TyneFinancial Planner
1mo agoAn established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester. This is an excellent opportunity for an Adviser who...
Leicester£60k - £75kParaplanning Team Lead
1mo agoWe are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an...
Cardiff£65kParaplanner
1mo agoWe are part of one of the UK's leading specialist financial planning groups, bringing together some of the country's finest independent financial planners, technical experts, and investment professionals under one...
Nottingham£45k - £55kCorporate Account Handler
1mo agoA flagship office. A growing commercial team. Excellent market relationships. And a role where your technical broking experience can genuinely take you somewhere. If you're an experienced Commercial Account Handler...
Milton Keynes£45k - £55kIFA Admin
1mo agoRole Overview This position provides essential administrative support to the client servicing function, helping to ensure Advisers and clients receive an efficient, professional and responsive service. Working alongside...
Cardiff£30k - £38kWealth Manager
1mo agoOur client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Cambridge office. This is an excellent opportunity to inherit momentum within a successful team that is...
Cambridge£60k - £90kIFA Admin
1mo agoIDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal...
Glasgow£30k - £38kFinancial Advisor
1mo agoIDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their...
Newcastle Upon Tyne£65k - £80kCommercial Account Handler
2mo agoAre you an experienced commercial account handler looking to get out of a big corporate and work for a truly independent business or an SME Account Handler looking to take a step up? A well-established independent...
Bristol£35k - £47kPensions Operations Manager
2mo agoAn exciting opportunity has arisen for an experienced Pensions Operations Manager to lead a DC Master Trust Member Administration team within a leading pensions organisation. This is a senior operational role requiring...
Reading£60k - £75kAccount Handler
2mo agoAre you an insurance professional looking for your next step within the commercial insurance market? Perhaps you've built a strong background within Personal Lines or SME insurance and are now looking to develop your...
BristolIFA Administrator
2mo agoI'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their...
Coventry£24k - £31kIFA
2mo agoIdex Consulting is seeking an experienced Financial Adviser to inherit a substantial 50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in...
Glasgow£75k - £90kSenior Paraplanner
2mo agoI am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and...
Glasgow£48k - £54kClient Administrator
2mo agoIDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team in Newcastle. The business continues to be an exciting place to work for...
Newcastle Upon Tyne£28k - £32kIFA Client Administrator
2mo agoOur client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative...
Edinburgh£26k - £32kFinancial Services Administrator
2mo agoIdex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company...
Edinburgh£28k - £35kSenior Advice Technician
2mo agoThe purpose of this role is to offer constructive technical advice support to Advisers and other stakeholders of the business at the initial and final stages of the advice process. As our Senior Advice Technician, you...
Glasgow£55k - £65kWealth Manager
2mo agoOur client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Cambridge office. This is an excellent opportunity to inherit momentum within a successful team that is...
Cambridge£60k - £90kFinancial Planning Administrator / Adviser Support
2mo agoOur client, a well-established national wealth management and financial planning firm, is seeking an experienced Financial Planning Administrator/Adviser Support to join their growing Scottish team. Role Overview:...
Edinburgh£28k - £32kIFA Admin
2mo agoIdex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive...
Glasgow£25k - £30kParaplanner
2mo agoIdex Consulting are working with a leading national financial planning firm looking to recruit an experienced Paraplanner to join their growing Edinburgh team. Working closely with Financial Planners, you'll provide...
Edinburgh£50k - £54kFinancial Advisor
2mo agoFinancial Advisor - 65,000 + Bonus + Comprehensive Benefits | Glasgow / Hybrid Working An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to...
Glasgow£60k - £65kManaging Director
2mo agoLead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine...
Newcastle Upon TyneWealth Management Admin Manager
2mo agoTeam Manager - Wealth Management Glasgow City Centre An exciting opportunity has arisen to join an award-winning wealth management firm in the heart of Glasgow. As the business continues to grow, we are looking to...
Glasgow£45k - £55kJUNIOR IFA (DESK BASED)
3mo agoWe are working on an excellent opportunity for a Financial Planner or Trainee to join a growing financial planning firm as desk based Financial Adviser. Delivering excellent financial planning, advice and service to...
Edinburgh£50k - £55kParaplanner
3mo agoAn opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working...
Glasgow£50k - £60kSenior Paraplanner
3mo agoAn exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality...
Edinburgh£50kFinancial Advisor
3mo agoIDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their...
Newcastle Upon Tyne£65k - £80kIFA Administrator
3mo agoMy client is currently looking for an IFA Administrator to join their team in Glasgow. The IFA Administrator will provide support to the Financial Planner and Paraplanner in delivering a high standard of service to...
Glasgow£30k - £35kParaplanner/Associate Financial Planner
5mo agoA quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices. This role will suit somebody with current or recent Paraplanning experience who is looking...
Newcastle Upon Tyne£45k - £55kParaplanner
6mo agoAn 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...
Edinburgh£45k - £55k
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