Financial Services

An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning. The role: Conducting in-depth financial reviews for clients, understanding their goals and objectives. Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships Package: Base Salary: £50,000 - £80,000 DOE Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation Key Requirements: Experience in financial advice CAS status (Competent Adviser Status) is essential Proven experience in pension advice Perks: 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards 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.

My client is currently looking for an Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. THE ROLE To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm THE CANDIDATE Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent. Or 1 to 2 exams away from attaining this Understanding of UK financial regulatory framework and legislation Excellent communication skills, both written and verbal Excellent computer skills, proficient in Outlook, Word, Excel and PowerPoint Excellent interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Strong technical knowledge of financial services products, in particular a broad awareness of the investment and pension market place including new changes in legislation Understanding of FCA compliance, Data Protection Act and Anti Money Laundering regulations BENEFITS Competitive salary Pension: Employer contribution of 5% with salary sacrifice for Employee contributions 28 days annual leave (plus Bank Holidays) with opportunity to buy a further 5 days Group Life cover: x4 salary Rolling sick pay scheme Exam / Training support Opportunity to work from home and the office For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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 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.

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities on a 12 month FTC. The office is based in London but would only require 1 day per week in the office and the rest is remote working They are looking for an individual that ideally holds their level 4 diploma and has strong experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners 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 compared 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 Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source 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.

Idex Consulting are working with a brilliant IFA Practice to recruit an IFA Support in Aberdeen. You will get involved in lots of aspects of the client journey from putting packs together, getting quotes and writing suitability letters etc. Ideally you will have had exposure to the I.O. system and have experience with a variety of platforms. You will be encouraged to progress and they will support you through your financial services diploma. You must have had IFA experience to be successful in your application. 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 arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 days This is not your average Paraplanning role, you will be working closely with the financial planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with Clients. This role will set you up for your future, and you will be provided with the opportunity to move into financial advice should this be your career aspirations. The ideal candidate will hold the level 4 diploma and have a minimum of 2 years as a Paraplanner. Key duties and responsibilities include: Attending Client meeting Writing Engagement Letters Request for information Writing suitability reports Keying stopping/changing/ starting contributions/withdrawals Completing provider forms Updating back office systems Update calculators Cash & Rebalance Reports Rebalancing Checking CGT Reports CF Calculations Phased Investments Update/Create event lists For more information on this Paraplanning opportunity, please click apply and we will be in touch! 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 Paraplanner to join their team in South Manchester. Principal Accountabilities Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management Provide technical support and back up to Advisers and the IFA Administrators Complete portfolio reviews and rebalancing requests Deal with client and insurer queries to completion via the telephone or in writing Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly Ensure 1st is kept up to date with clients and portfolio details as necessary and required To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management Essential requirements Qualified to Diploma level with a desire to achieve Chartered status Excellent research, analysis and report writing skills Proficient with word, excel applications and spreadsheet production Company offers flexible working hours For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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.