Financial Services

We are working with a brilliant large IFA practice in Glasgow who is going through an exciting expansion plan. We are looking for 2 Technical IFA administrators for the team. The Techncial Administrator is responsible for providing support to Advisers across a broad spectrum of financial issues including investment, protection and pensions. The successful candidate will work within a large team in the Glasgow office (hybrid) Key Responsibilities Key client contact: phone calls, arranging meetings, etc Organising advisers diary Managing client reviews/Preparing Meeting Packs Preparing of Client Agreements and Agendas Drafting Client communications including some Suitability Reports Managing post meeting actions Delivering support in a profitable manner, making use of existing and new technology Support of Managing Directors; Diary management and oversight of inbox Managing actions, preparation of meeting agendas and papers Working with clients Experience & Knowledge Efficient in all MS Office applications, platforms and websites Cashcalc, FE analytics and Dynamic Planner I.O. or Curo Understanding and knowledge of financial services products, providers and regulation 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.

Idex Consulting are looking for a Practice Manager to look after a team of 30 operational staff within an IFA Practice. The Practice Manager will oversee the day-to-day operations and play a pivotal role in ensuring the smooth running of the business, leading the administration and paraplanning teams to support advisers, manage adherence to processes and procedures along with improving operational efficiency. Executing excellent performance and production management practices, ensuring good diligence, with a strong ability to multi-task, delegate effectively and prioritise workload. Key responsibilities Serve as a first-line leader in the Advice Operations function, ensuring outstanding service delivery to clients and Financial Planners in line with policies and regulations Manage the smooth day-to-day running of the business, including office systems, workflows, and client servicing Manage all agreed administration aspects for our Financial Planners as per our agreed SLA's ensuring consistency of process and to a high level of quality Ensure all operational procedures are followed and optimised for efficiency Oversee administrative and paraplanning teams, providing training, support, and performance reviews Assist in recruitment and onboarding of new staff Promote a positive and professional working environment Carry out regular team meetings to communicate team performance and relevant updates, cultivating a transparent and inclusive environment Maintain an efficient, safe, and motivational working conditions Conduct regular visits to each office, promoting team engagement and collaboration Ensure prompt escalation of client complaints or breaches to Compliance, collaborating on resolution and client remediation requirements Conduct root cause analysis on client dissatisfaction to implement necessary changes and improvements Ensure comprehensive client information is maintained in the back-office system Manage data control reports to swiftly address exceptions and prevent client or data issues Undertake quality assessments on work completed by the team members to ensure Finli hold quality information and can subsequently report relevant and correct Management Information Monitor and report on team performance according to governance cycles, highlighting trends in errors or omissions for escalation Work in partnership with peers and Senior Leaders (when required) for the needs of the business Arrange and participate in meetings, team events and projects where required Actively promote the principles and requirements of the Group and its senior leaders, ensuring alignment with organisational values Partner with the M&A Team to facilitate seamless transitions of acquisitions into a BAU environment In return you will receive an excellent salary and benefits package and an opportunity to grow one of the fasted growing IFA's in Scotland. 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.

Idex Consulting are working with an award winning Financial Planning firm, are looking for a Senior Wealth Planner for the Edinburgh Office. You will work alongside a Chartered Financial Planner and a junior Financial Planner and be there for advice and support, especially for the junior planner. You will work with the senior leadership team to help shape the office and be part of major decisions. You will be able to manage an existing book of clients while also developing further business alongside professional connections. You will act as a mentor to the less experienced members of the team and assist with their ongoing development. There is a client bank of 70 clients to inherit with a recurring revenue in the region of £240k You will be supported by a team of excellent administrators and paraplanners Responsibilities In addition to senior responsibilities such as working with the management team as an adviser your role typically would be to: contact clients and set up meetings, either within an office environment or in clients' homes or business premises conduct in-depth reviews of clients' financial circumstances, current provision and future aims analyse information and prepare plans best suited to individual clients' requirements complete risk analyses research the marketplace and provide clients with information on new and existing products and services design financial strategies assist clients to make informed decisions research information from various sources, including providers of financial products review and respond to clients changing needs and financial circumstances promote and sell financial products to meet given or negotiated sales targets negotiate with product suppliers for the best possible rates liaise with head office and financial services providers keep up to date with financial products and legislation contact clients with news of new financial products or changes to legislation that may affect their savings and investments meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations. You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets. You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations. In return they will provide an exceptional salary and bonus package, with a whole host of excellent benefits and flexibility. 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.

Trainee Financial Adviser - Glasgow city centre All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home The role A brilliant opportunity has arisen for Trainee Financial Adviser's to join a well known and award winning wealth management practice based in their Glasgow city centre office. The ideal candidate will become part of a busy team who really put the clients' needs first and give them the best advice for their financial requirements. You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support. Once trained, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning looking after clients based across the UK. Advice will be given remotely via Teams, so you won't be expected to travel. You will have back office support to help with any paperwork required. This wonderful opportunity would suit a Diploma qualified Paraplanner or mortgage adviser keen to launch their career within a highly professional practice. Full training will be provided along with a wide range of clients and steady stream of leads. Requirements To be considered for this role, you must have the full Diploma in Financial Planning. Experience working in a financial services environment in either a client facing, paraplanning, mortgage or administrative post would be preferred. Communication skills and a strong ability to build rapport is essential along with a professional manner. You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice. 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.

Idex Consulting are looking for a Mortgage and Protection Advisor to join them in Perth. We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable working in a fast paced, target driven environment. What can we offer you as our Mortgage and Protection Advisor.. Competitive Salary Superb training and development programme Uncapped commission Leads generated from our colleagues in wealth management 40% bonus Transparent and fair progression structure Highly skilled and experienced management team Central Admin Support and agile IT tools to help you succeed Supportive encouraging and rewarding environment Main responsibilities: Attracting new customers and business, whilst being motivated to achieve professional goals within a result-driven environment Being able to walk our customers through the entire mortgage service, including providing advice on a range of products and services to meet customer needs Skills and experience required: Full CeMAP or industry equivalent qualification Able to generate new business in a target driven environment Outstanding customer care / customer service experience Resilient, positive, organised, numerate and detail oriented Excellent verbal and written communication skills IT literate (MS Office, internet, email systems) 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.

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client's needs. Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes. Consider current and future allocation of assets for investment strategy with regard to client risk profile. Check all compliance paperwork and internal sign off documents are present. Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used. Request and obtain application forms and other associated paperwork. Skills/Experience Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified Salary & Benefits: Salary dependent on experience 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.

OVERALL SUMMARY To be part of the paraplanning team where you will support Advisers, and clients, in the advice giving process with suitability reports, product research and technical analysis RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client's needs. Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes. Consider current and future allocation of assets for investment strategy with regard to client risk profile. Check all compliance paperwork and internal sign off documents are present. Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used. Request and obtain application forms and other associated paperwork. Skills/Experience Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified Salary & Benefits: Salary dependent on experience 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.