Financial Services

I am currently recruiting for a Financial Adviser for this very well known firm with offices in Aberdeen. You will provide advice to HNW private clients across a range of individuals including some niche professionals. You will be working with their existing clients and referrals. Dealing predominately with private client work you will deliver advice across the full spectrum of financial planning including Retirement, Investments, Protection and Tax. You will work with the company's existing client portfolio and introductions whilst also generating revenue through other networking. Candidates will be experienced Advisors within the sector with minimum Level 4 qualifications. You will have a proven track record and will demonstrate the necessary desire and commitment to succeed in this autonomous role. This opportunity will give you one of the best benefits packages in the market right now, a terrific bonus scheme and a brilliant pension. 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 growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Key Tasks: Daily contact for advisors, updating and liaising to conclude work related tasks Prepare client packs, brochures, applications and anything required for a client meeting Submission and completion of new business cases adhering to the compliance and new business processing guidelines set out. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Pipeline - ensure all business is recorded and chased through to completion, liaising with both Adviser, providers, GPs and Medical companies and recording notes for audit purposes Maintain client files in line with company guidelines and standards Prepare and maintain the client service / review list for the adviser, ensuring all are completed within the set timeframe, providing full pack including a client valuation and supporting documentation. Updating the system to ensure the next diary contacts are specifically recorded in line with the service proposition Letter of Authority - ensure the requests are sent in a timely manner, recorded and chased through to completion. Scanned to the system and provided to the Adviser upon completion Prepare cases for Paraplanning, ensuring all necessary information is on file for the report completion, liaising with relevant departments to resolve any outstanding queries Assist the business as and when required in various tasks upon request, including meeting and greeting clients, answering and dealing with incoming enquiries Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on 07896 933622. 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 partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Guildford area. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: Chartered status (or close to) Proven experience in delivering regulated financial advice holding CAS/SPS Confident in managing HNW clients and navigating intricate casework Able to influence internal stakeholders and colleagues Passionate, proactive and self-motivated What's on Offer: Highly attractive commission structure Equity opportunities within the firm Flexible, hybrid working arrangements A ready made portfolio of potential clients from the professional services arm of the organisation The successful candidate should be based in the Guildford / Surrey area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid If this opportunity aligns with your aspirations please reach out in confidence to david.elders@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.

A leading UK pensions consultancy is seeking an experienced Senior Pensions Administrator to join their Edinburgh team. Responsibilities include guiding team members, checking, verifying tasks, meeting deadlines, and ensuring compliance with pension laws. Strong communication and proactive support are essential. Key Responsibilities: Train and support junior team members Verify and authorise team activities Calculate and dispense scheme benefits Maintain membership records Engage in project work assigned by managers Coordinate with clients, actuaries, and third parties The successful candidate will have: Experience in DB schemes and the pensions sector Support development of high standards and customer service Effective communication and detail-oriented Proficiency in MS Office 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 looking for an experienced IFA Administrator to join their Bristol-based team. This is an excellent opportunity for someone with more than 2 years experience in IFA administration who thrives in a client-focused environment. The Role: Provide full administrative support to Financial Planners, ensuring excellent client service through direct client contact and collaboration with operational colleagues Work closely with aligned Financial Planners to deliver outstanding client outcomes Build and maintain strong client relationships with regular contact Maintain back-office systems and client records in line with company policies Request policy information from third-party providers, where applicable Liaise with operational teams to support activities such as scripts, transfers, corporate actions, or static data changes Prepare meeting packs and valuations as required Assist Investment Managers in the preparation of new business pitches and presentations About You: Proven experience within financial services, ideally in a client support or administration role Strong client service ethic with excellent communication skills Ability to prioritise workload and work effectively under pressure Excellent written and verbal communication, organisational skills and the ability to influence when needed Good judgement and problem-solving skills Benefits: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working Option to purchase additional holiday Shared parental leave For more information, please contact me via email on 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 currently looking for an experienced Financial Planning Administrator to join their team in Maidstone The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with the company policies. Request policy information from third party policy providers if applicable. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable. Preparation of meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Experience working in the financial services industry. A strong ethic of client service. Ability to work under pressure and to prioritise work. Excellent communication skills both written and verbal, influencing and organisational skills. Ability to use judgement and reasoning to propose solutions to problems. As a colleague here you will have access to benefits that include: Competitive salary Full training and exam support Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave 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 am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Planner and assisting them with a range of cases including complex technical cases. Your role will include but will not be limited to: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided Liaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the Adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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 am working on a superb opportunity for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and direct support to 1 Senior Financial Planner. They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the Financial Planner and assisting them with a range of cases including complex technical cases. Your role will include but will not be limited to: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compare against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided Liaise with product providers/third parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the financial planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the Adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role 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.