COSTERO WORKING IN PARTNERSHIP WITH IDEX

Idex Consulting is working with a leading national IFA firm in Edinburgh who are looking to recruit an Client Support Administrator. Key responsibilities Prepare paperwork for planning meetings (agendas, valuations, performance reports, trust forms, etc.) Liaise with providers to obtain client product details and prepare illustrations Submit and monitor new business Process existing client transactions (withdrawals, top-ups, bed & ISAs) Manage fund switches, proposition changes and rebalances Maintain accurate client records across platforms (iO, Papercloud, Moneyinfo, Truth) Experience Financial services experience with FCA regulation knowledge Proficiency in iO and Excel Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you an ambitious, self-motivated professional with a passion for delivering exceptional mortgage advice? Do you want to work with an award-winning brokerage that values your expertise and supports your success? If so, please take a look at this exceptional opportunity A leading brokerage in London with a proven track record of excellence. Recognised for their commitment to clients and innovative approach, they pride ourselves on fostering a supportive and dynamic environment for our brokers. What We Offer: Exceptional Support: From cutting-edge technology to experienced administrative assistance, you have the support so you can focus on what you do best. Lucrative Earning Potential: Enjoy the freedom of self-employment while benefiting from an incredibly strong brand reputation and vast client base. There are as many warm leads as you want from day 1! Comprehensive Training & Development: Stay ahead of the game with access to ongoing professional development opportunities. Award-Winning Culture: Join a team that celebrates success and is committed to excellence. Your Role: As a self-employed mortgage broker, you'll provide tailored mortgage and protection advice to a wide range of clients, guiding them through one of the most important financial decisions of their lives. You'll build your client base, nurture relationships, and deliver outstanding results. What You Bring: CeMAP or equivalent qualification (required). Proven experience as a mortgage broker or advisor. Strong interpersonal skills with a client-first mindset. Drive, determination, and the ability to manage your own workload. Why Choose This Role? This brokerage not only rewards performance but makes it happen! An incredible brand, warm leads, back office support and an inclusive and supportive environment. If this interests you then please apply or contact me directly to discuss. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you an ambitious, self-motivated professional with a passion for delivering exceptional mortgage advice? Do you want to work with an award-winning brokerage that values your expertise and supports your success? If so, please take a look at this exceptional opportunity A leading brokerage in London with a proven track record of excellence. Recognised for their commitment to clients and innovative approach, they pride ourselves on fostering a supportive and dynamic environment for our brokers. What We Offer: Exceptional Support: From cutting-edge technology to experienced administrative assistance, you have the support so you can focus on what you do best. Lucrative Earning Potential: Enjoy the freedom of self-employment while benefiting from an incredibly strong brand reputation and vast client base. There are as many warm leads as you want from day 1! Comprehensive Training & Development: Stay ahead of the game with access to ongoing professional development opportunities. Award-Winning Culture: Join a team that celebrates success and is committed to excellence. Your Role: As a self-employed mortgage broker, you'll provide tailored mortgage and protection advice to a wide range of clients, guiding them through one of the most important financial decisions of their lives. You'll build your client base, nurture relationships, and deliver outstanding results. What You Bring: CeMAP or equivalent qualification (required). Proven experience as a mortgage broker or advisor. Strong interpersonal skills with a client-first mindset. Drive, determination, and the ability to manage your own workload. Why Choose This Role? This brokerage not only rewards performance but makes it happen! An incredible brand, warm leads, back office support and an inclusive and supportive environment. If this interests you then please apply or contact me directly to discuss. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

As we see a trend towards a return to the office there are still Financial Planning clients of ours who embrace experienced professional working fully remote. Below is once such excellent opportunity. An opportunity has become available for a Financial Planning Administrator to join a growing financial planning firm in a fully home-based position Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office system and monitor regularly. Plan, book and prepare for all annual review meetings ensuring none are missed. Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect. Help clients to register for, navigate and update their account Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. The ideal candidate will: Previous experience of working within a similar role Strong interpersonal, communication and customer service skills Excellent diary management, planning and organisational skills Excellent accuracy and attention to detail Proven ability to work on own initiative Excellent telephone manner Proven high level of customer service. This is a unique Home-Based opportunity for a Financial Planning Administrator so please don't hesitate to express your interest or apply. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you an experienced Financial Planner looking to focus on delivering expert advice to engaged, existing clients within a supportive, forward-thinking organisation? Our client, a leading financial wellbeing and retirement planning provider, is seeking a Strategic Planner - Private Wealth (Existing Clients) to join their expanding team. This is a rare opportunity to work with a highly motivated client base comprising professionals and senior executives from some of the UK's most recognised employers and pension schemes. The Role As a Strategic Planner, you'll focus on delivering tailored, regulated financial advice to an established client bank, with occasional involvement in new client engagement. You'll provide comprehensive financial planning that incorporates tax-efficient strategies, pension income options, and discretionary investment solutions, aligned with the firm's house view. Key responsibilities include: Providing holistic, ongoing financial advice to existing clients. Conducting in-depth fact-finding and risk assessments to understand each client's objectives. Advising on complex pension arrangements, investment strategies, and company share schemes. Working with a team of paraplanners and administrators to ensure high-quality, timely advice delivery. Delivering advice virtually or face-to-face, based on client preference. Building long-term client relationships with a focus on retention, trust, and value. About You You're a confident, technically proficient Financial Planner who enjoys delivering high-quality advice and can demonstrate: Competent Adviser Status (CAS) and FCA Registration (CF30) Level 4+ financial planning qualifications (AF3, AF7, JO5, or G60 desirable) Proven experience working with high-net-worth individuals or workplace scheme members Expertise in personal taxation, pension income options, and discretionary investments A client-first, results-driven attitude with excellent interpersonal skills Ability to deliver advice via both virtual platforms and in-person meetings Strong IT skills, including proficiency in MS Teams, Word, and Excel Why Join This Firm? Established client bank - minimal cold prospecting Dedicated paraplanning, administrative, and appointment-setting support Strong brand reputation with longstanding relationships across public and private sectors Access to innovative financial education and engagement tools Progressive, growing organisation with excellent infrastructure and support People-focused culture committed to professionalism and client impact Accredited Investors in People employer Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.