Financial Services

I'm currently working on a home-based Sales Development Representative (SDR) opportunity with a boutique employee benefits consultancy based in London. This is a newly created role designed to support their recently appointed Sales Director in driving growth and expanding the business - looking for someone with a proven track record identifying prospects and booking qualified meetings for sales professionals using a range of tools. If you're looking for a position that offers real progression and the chance to make an impact, this could be a great fit. What sets them apart? They're true specialists - employee benefits and benefits technology is all they do! With a single, focused solution, clients can feel confident they're working with experts and in a niche and consolidating market, consultancies like this are becoming increasingly rare There's a clear pathway into a full sales role as the business continues to grow You'll have access to the tools and tech needed to thrive in the role The culture is collaborative, ambitious, and everyone feels part of something bigger Led by a strong and inspiring CEO who brings clarity and direction If you have experience as an SDR I'd love to hear from you - ideally you'll have worked within Employee Benefits, HR, Payroll, Reward & Recognition industries but other industries will still be considered 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.

Elevate Your Financial Advisory Career in Edinburgh Are you a driven Financial Adviser with around 2 years of experience, ready to take the next significant step in your career? Do you aspire to join a large, prestigious national firm where you can inherit a strong client base while also cultivating your own business? This is a unique opportunity for an ambitious individual to join this highly respected team in Edinburgh. We are seeking a talented adviser who is passionate about building lasting client relationships and delivering exceptional financial guidance. What we offer: Established Client Bank: Hit the ground running with a warm book of clients, providing an excellent foundation for your success. Administrative Support: You will have access to some of the most experienced administrators and paraplanners in Edinburgh. Earning Potential: Benefit from a highly competitive salary, generous bonus package, and comprehensive benefits that truly reward your performance. Career Advancement: This role is designed for someone looking to "take their career up a notch." We provide unparalleled support, resources, and opportunities for professional development within a leading national firm. Prestigious Environment: Work within a supportive and collaborative culture, backed by the extensive resources and reputation of a large, well-established organization. Autonomy and Growth: While benefiting from an existing client base, you'll have the freedom and support to develop and grow your own portfolio, shaping your future success. If you're ready to accelerate your career within a firm that values expertise, client focus, and ambition, we want to hear from you. Apply today and unlock your full potential as a Financial Adviser in Edinburgh. 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.

Overview: IDEX Consulting is partnering with a leading national Financial Advisory firm seeking an experienced Financial Advisor to join their growing team. Due to ongoing acquisitions throughout 2024 and 2025, the firm is looking for a skilled professional to inherit a portfolio of clients based in Kent. Key Responsibilities: Review and respond to clients' evolving financial needs and circumstances. Keep both clients and introducers informed about new financial products, legislative changes, and potential impacts on pensions, savings, investments, and overall financial plans. Acquire and develop new business from both new and existing clients, as well as from professional introducers. Cultivate and maintain strong client and introducer relationships through regular meetings, seminars, and continuous feedback to the wider team. Conduct comprehensive reviews of clients' financial situations, current provisions, and future goals. Analise information, conduct research, and prepare tailored financial planning reports that address clients' specific needs across all areas of financial advice. Qualifications and Skills: The successful candidate must hold the Diploma in Regulated Financial Planning and be regulated via the FCA and ideally making progress towards chartered status. A natural ability to build and maintain long-standing relationships with clients, coupled with an empathetic approach. Benefits: Full paraplanning and administrative support. A comprehensive training and development program to ensure a smooth transition into the role. Opportunities for continued professional growth within the firm. Hybrid/flexible working 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.

Financial Administrator Location: Hamilton (Hybrid - 1 day WFH after probation) Benefits (including a 9-day working fortnight) Job Type: Full-Time, Permanent Idex Consulting is working with a leading IFA practice in Hamilton to recruit an experienced Financial Administrator. Responsibilities: Provide administrative support across all areas of financial planning Use Intelligent Office (IO) and various provider platforms Obtain quotes, illustrations, product details, and required paperwork Prepare client valuations and annual review packs Process new business applications accurately and efficiently Liaise directly with providers and respond to client queries Maintain and update client records in line with compliance standards Experience: Previous experience in a Financial Services administration role is essential Confident working with platforms and financial planning systems (IO preferred) Strong attention to detail and excellent organisational skills Professional communication skills with a client-first approach Benefits Include: 9-day fortnight (every 2nd Friday off) Hybrid working - 1 day from home after 6 months Supportive team environment and opportunities for career development 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 leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick, Cheltenham or Cardiff. This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment. In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence. What You'll Be Doing: Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients Ensuring all client information is accurately maintained in our systems Managing team performance through regular reviews, coaching, and development plans Monitoring data control reports and addressing issues proactively Collaborating with Compliance on client complaints and remediation Driving continuous improvement in processes, efficiency, and service delivery What We're Looking For: Strong leadership skills with experience in financial services operations Ability to manage multiple priorities while maintaining high-quality service Skilled in training, mentoring, and developing teams Experience in managing regulatory and policy adherence within financial services Local to one of the following locations: Warwick/Cheltenham/Cardiff The firm offer a highly competitive salary along with an attractive benefits package, including: 28 days' holiday, increasing to 30 Company-matched pension BUPA healthcare and more This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you're ready to take on a leadership role where you can drive change, support a high-performing team, and contribute to our success, we'd love to hear from you! Please reach out in confidence 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.

Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick, Cheltenham or Cardiff. This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment. In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence. What You'll Be Doing: Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients Ensuring all client information is accurately maintained in our systems Managing team performance through regular reviews, coaching, and development plans Monitoring data control reports and addressing issues proactively Collaborating with Compliance on client complaints and remediation Driving continuous improvement in processes, efficiency, and service delivery What We're Looking For: Strong leadership skills with experience in financial services operations Ability to manage multiple priorities while maintaining high-quality service Skilled in training, mentoring, and developing teams Experience in managing regulatory and policy adherence within financial services Local to one of the following locations: Warwick/Cheltenham/Cardiff The firm offer a highly competitive salary along with an attractive benefits package, including: 28 days' holiday, increasing to 30 Company-matched pension BUPA healthcare and more This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you're ready to take on a leadership role where you can drive change, support a high-performing team, and contribute to our success, we'd love to hear from you! Please reach out in confidence 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.

Are you an experienced leader with a passion for delivering exceptional service in financial planning operations? We're looking for an Advice Operations Team Leader to join a fast-growing, national financial advice firm. The right candidate must be local to one of the following locations: Warwick, Cheltenham or Cardiff. This is your opportunity to lead a high-performing team, streamline processes, and ensure exceptional service delivery in a thriving, client-focused environment. In this role, you'll lead a team of Financial Planning and Client Relationship Executive Assistants, ensuring top-tier support for Financial Planners while maintaining regulatory and policy compliance. Your expertise in performance management, multi-tasking, and strategic delegation will be key in driving operational excellence. What You'll Be Doing: Leading the Advice Operations team to deliver outstanding service to Financial Planners and clients Ensuring all client information is accurately maintained in our systems Managing team performance through regular reviews, coaching, and development plans Monitoring data control reports and addressing issues proactively Collaborating with Compliance on client complaints and remediation Driving continuous improvement in processes, efficiency, and service delivery What We're Looking For: Strong leadership skills with experience in financial services operations Ability to manage multiple priorities while maintaining high-quality service Skilled in training, mentoring, and developing teams Experience in managing regulatory and policy adherence within financial services Local to one of the following locations: Warwick/Cheltenham/Cardiff The firm offer a highly competitive salary along with an attractive benefits package, including: 28 days' holiday, increasing to 30 Company-matched pension BUPA healthcare and more This is an incredible opportunity to make an impact within a dynamic and growing organisation. If you're ready to take on a leadership role where you can drive change, support a high-performing team, and contribute to our success, we'd love to hear from you! Please reach out in confidence 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.

We're looking for a sharp, data-driven professional to join our Governance Oversight team as a Quality Assurance Analyst. The Role This is a newly created role within the investment oversight function, reflecting increased demand and focus on first-line controls. You'll work closely with our Investment and Portfolio Managers to identify, flag, and help remediate emerging risks before they become issues. Rather than compliance monitoring in the traditional sense, this role is rooted in data. Think of it as compliance testing through insight, using metrics and controls to improve investment practices and outcomes. What You'll Do Analyse front-office data to identify risk trends and breaches of tolerance. Conduct exception-based monitoring and deep-dive thematic reviews. Engage directly with investment professionals to understand and resolve issues. Recommend improvements to processes, controls, and governance. Contribute to a proactive risk culture across the investment business. What You Bring Strong Excel/data skills (advanced Excel ideal; Power BI a bonus). A solid understanding of investment operations and/or governance. Previous experience in QA, investment risk, surveillance, or a similar first-line control role. A detail-oriented mindset with a knack for spotting outliers and patterns. The Team You'll be joining a small and focused Investment Governance team, working alongside a highly experienced manager in a collaborative, non-hierarchical setup. While distinct from the Financial Planning team, there are opportunities to move between both areas as your career progresses. 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.