COSTERO WORKING IN PARTNERSHIP WITH IDEX

A leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior and one at a senior level, to join our expanding team. This is a unique opportunity to play a key role in shaping the future of investment governance. About the Company: We provide expert investment governance and selection services to trustee boards of Defined Benefit (DB), Defined Contribution (DC) pension schemes, and charities. Our work involves conducting due diligence, overseeing investment consultants and fiduciary managers, and supporting clients in building successful partnerships. About the Role: As an Investment Manager, you will work closely with our directors, acting as an alternate lead on client projects. You will be responsible for: Leading investment governance and selection projects Overseeing investment advisors and ensuring best value for clients Conducting due diligence research on investment consultants, fiduciary managers, and other providers Presenting technical reports to trustee boards and clients Contributing to the growth and development of the company About You: Jjunior Manager or Senior Manager experience in investment consulting, fiduciary management, asset management, or a related field Strong understanding of investment principles and performance analysis Excellent communication and presentation skills Ability to work independently and take initiative Investment Management Certificate (IMC) preferred; CFA or other relevant qualifications are a plus Experience with Python or similar programming languages is a plus, but not required Why This Company? Be part of a high-growth, reputable firm with a flat structure and collaborative culture Work alongside experienced practitioners and contribute to impactful projects Enjoy diverse responsibilities and opportunities for professional development within the company and the wider group Flexible working arrangements with a blend of office and remote work To Apply: If you are a driven and ambitious investment professional looking for a challenging and rewarding opportunity, we encourage you to apply. Please submit your CV and cover letter via [Link to Talus portal or application platform]. 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.

I'm currently looking for a T&C Manager for a leading independent financial advice firm to take ownership of the business's training & competence function and support the ongoing development of our Financial Planners, Mortgage Advisers, Employee Benefit Consultants and Appointed Representatives across the group. Responsibilities Lead and deliver training in line with FCA regs Monitor Adviser competency under our T&C scheme Ensure full compliance with internal policies and regulatory standards Play a key role in upholding best practice across the business Perks Private medical insurance Up to 28 days annual leave Holiday carry over and option to buy sell holidays DIS x 4 5% pension contribution Funded training Plus much more! If this role sounds like it could be for you and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com 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.

Purpose Working within the client servicing team based in Edinburgh supporting Paraplanners and Advisers within the group to support them with the day-to-day activities with new and existing clients. Responsibilities Processing letters of authority and obtaining the relevant information from external providers to assist the Paraplanners in writing initial suitability reports Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups Setting up online access for new and existing clients and assisting with all queries in relation to the portal Setting up all payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals Responsible for settling fees from external providers and inhouse Processing and monitoring transfers in and out, liaising with clients and colleagues Process any change of details requests including bank details and change of address ensuring the relevant systems are updated Inputting of Fact Finds into the system for new clients Producing simple reports following on from a client's annual review Producing reports including valuations, performance summaries and transaction statements Skills 1-2 years relevant experience Accuracy and attention to detail when reviewing reports Organisation of own workload to meet deadlines Good communication skills, both oral and write Good knowledge of operational administration including settlement, custody and clearance Knowledge Knowledge of Pershing Nexus and Xplan systems & procedures would be beneficial Good working knowledge of all Microsoft Office applications specifically Excel Qualifications An industry relevant examination such as CISI IAD/CISI IOC qualification or working towards this is desired but not essential You will be rewarded with a very generous basic salary and benefits package 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.

An exciting opportunity has become for an executive assistant, with a leading national financial planning firm looking to expand their support team in London. This role would suit someone who has direct financial planning administration experience/ or an understanding of how a financial planning firm operates. You will be supporting Senior management and C Suite execs so being confident in your ability is key! Part of this role will be minute meetings which of course may over run the allocated time so there will have to be an element of flexibility on your part. This role is perfect for someone who thrives in a fast-paced, ever-evolving environment and is eager to make a meaningful impact. As a EA, you will be instrumental in ensuring smooth day-to-day operations by managing schedules, forward planning for upcoming meetings, and oversight of key governance meetings for senior executives and other key stakeholders Benefits include: Up to 30 days annual leave + bank holidays 10% bonus Flexible and hybrid working Private medical insurance Healthcare cash plan 5% employer pension contribution Study support to develop and progress For more information on this Executive assistant role in London Please click apply and we can schedule a call. 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.

I'm currently looking for a Client Administrator to join a financial advisory firm based in Bristol! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who lives local to the Bristol area. Responsibilities: Manage calendars and schedule client meetings Collaborate closely with Financial Advisors to provide proactive assistance Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience Assemble meeting materials for Advisors before client meetings Raise invoices where required Database management Perks: Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave The business offers huge opportunities for progression, demonstrated by recent promotions with other staff members. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work. If this role sounds like it could be for you and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com 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.

My client is a leading global provider of shareholder, pension and credit technology. I am now seeking a strategic, client-focused leader to join as Head of Private Sector Clients a high-impact role responsible for shaping the experience and engagement. Key responsibilities Lead and develop a team of 7-10, including Technical Proposition Leads Build strong relationships with key clients and internal stakeholders, including CEO and corporate sponsors Drive client engagement strategies and lead annual client reviews Own and manage operational risks and client account planning Collaborate across departments to align service delivery with strategic goals Maintain and apply deep knowledge of pensions regulations and client operations Person specification Extensive technical pensions knowledge, particularly in the UK DB pensions industry Experience managing client-facing teams and building engagement strategies Strong commercial acumen and experience Excellent communication skills - able to present "executive ready" updates Proven ability to influence stakeholders and drive change Qualified Actuary preferred but not essential For more information please contact Gemma Airey on 07441341735 or email gemma.airey@idexconsulting.com. 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. 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.