Financial Services

IDEX Consulting are working with a business currently experiencing an exciting period of growth, demonstrated by this newly created Training and Competence Manager vacancy. Currently outsourced, the business is bringing their T&C process in-house, giving the successful candidate a fantastic opportunity to be a decision maker, have autonomy and a genuine opportunity to be hands-on and lead the development and growth of the division. Based remotely, you will be part of a business that has acquired across the UK, so travel will be expected to ensure you are observing, assessing and supporting Financial Planners, whilst offering mentoring where appropriate. The successful candidate will have recent and relevant experience within an outright T&C role and enjoy all aspects of hands-on duties whilst also being part of the decision-making, strategic level processes. As the business continues to grow, so too will the team. This offers a relatively unique opportunity to progress your career further, taking on leadership and management responsibilities moving forwards. A further overview of responsibility includes; Induction - Managing and conducting the induction programme for new advisors, including the sign off process. Training - Manage the training and development requirements and consult with technical services manager to arrange relevant training/CPD sessions, delivering them where appropriate. Ideal experience required and qualifications; Coaching and engagement experience. Level 4 diploma qualified. CEMAP qualified or relevant mortgage qualification. 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.

If you are an Adviser who writes your own suitability reports and looking for a new challenge, IDEX are working with a national Advisory firm to join a team of Desk Based Advisors in London. The company offer a very attractive salary between £50k and £60k and a market leading benefits package that includes 40 days holiday (Inc stats), 9% Pension + 2/2 matched, 8 x life and much more. Key Outputs: Manage a very large portfolio of clients (upwards of 140) typically with AUA below £500k, maintain recurring income stream, delivering high quality financial planning remotely and achieving quality standards on a consistent basis Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies, tax, key processes, advice guidelines and compliance procedures Build and maintain personal relationships to help identify new opportunities as well as raise our profile within the client bank Undertake paraplanning for own clients, research, analyse and prepare technical reports for clients relevant to their specific goals, seeking support when needed Build links with the clients' other professional advisers to help the client meet their needs Follow processes and suggest areas for improvement in process, advice guidelines and compliance procedures. Appropriately support or manage improvement implementation Secure client commitment to initial and on-going financial planning services, hence securing and growing assets under advice plus initial and on-going revenues Skills/Experience/Qualifications: Report writing experience is essential. Required to hold Diploma in Regulated Financial Planning. Chartered status is advantageous. Exposure to a broad range of financial products with an authority to undertake broad financial planning, ensuring each client's goals are fully understood and the most appropriate solution offered with experience across Pension Accumulation and Decumulation, Savings and Investment advice and Protection Can act as a secondary point of contact for clients managed by other financial consultants and shares learning with others 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 in the Horsham area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. 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 This is a unique opportunity for a paraplanner in the Horsham area to join a firm where they offer hybrid working and a genuinely supportive environment. 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 Financial Planning Administrator in West Sussex to join a growing financial planning firm. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office system and monitor regularly. Plan, book and prepare for all annual review meetings ensuring none are missed. Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect. Help clients to register for, navigate and update their account Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. The ideal candidate will: Previous experience of working within a similar role Strong interpersonal, communication and customer service skills Excellent diary management, planning and organisational skills Excellent accuracy and attention to detail Proven ability to work on own initiative Excellent telephone manner Proven high level of customer service This is a unique opportunity for a Financial Planning Administration role in West Sussex to join a growing financial planning firm. 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.

As a Team Leader in Pensions you will assist in running the team whilst leading on quality service control, ensuring standards are maintained and best practices are implemented. You will support client relationships, manage client budgets, and support with the peer review of complex tasks as required. Coaching junior colleagues on challenging situations and driving process improvements will also be key aspects of your role. Additionally, you will oversee non-member related activity for allocated clients and conduct quality control reviews as needed. You will report directly to the Operations Manager. This role is a hybrid position with flexibility. Responsibilities: Oversee work allocation, process adherence, and operational improvements to enhance team efficiency and client profitability. Manage and escalate issues, errors, and complaints, ensuring timely resolution and continuous service enhancement in coordination with the Operations Manager. Stay informed on technical, procedural, and legislative updates, ensuring service delivery aligns with scheme rules and client-specific changes. Monitor project income, ensure projects are delivered on budget, and manage monthly/quarterly billing for your client portfolio. Identify and capitalise on revenue opportunities, ensuring additional work is billed according to contractual obligations. Coach team members on client budget work and contribute to contract and fee reviews to enhance profitability and recovery. Coach and guide junior colleagues to take ownership of service delivery and develop into a high-performing team. Participate in solution creation, project implementation, and provide direction on complex cases. Monitor and address training needs, conduct performance reviews, and adapt to work demands as needed. Produce client Stewardship Reports, manage scheme event processing, and present periodic reports at Trustee and Administration meetings. Communicate changes to work schedules due to client demands and support compliance with internal and external audit requirements. Develop client relationships, lead operational aspects of client projects, and potentially participate in new business pitches. Desirable: Strong client and trustee liaison skills, with the ability to develop relationships with smaller clients. Expertise in pensions calculations with a high standard of accuracy, and a deep understanding of member calculation processes. Advanced technical knowledge of UK pensions legislation, scheme types, and operational processes, with the ability to communicate effectively with clients, Trustees, and members. Experience in supporting change implementation, process analysis and improvement, and managing budgets Experience of coaching and supporting in a high performing team. Relevant Professional Qualification or working towards (Desirable) Strong communication, analytical problem-solving, and team collaboration skills, with the ability to work effectively across teams and motivate others. Proven ability to coach and support team members Please apply if interested or contact rehana.sadiq@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.

IDEX Consulting are working with a successful client who are expanding due to growth and looking for a Team Manager. You must have experience in leading, coaching a team and a good background in DB Pensions. Responsibilities: Lead, coach, and motivate team members to meet event delivery targets using effective practices and adherence to policies. Ensure processes are followed and improved to maintain best practices, enhance efficiency, and boost client profitability. Continuously improve service quality through controlled process enhancements and effective SLA management. Set and achieve client performance targets by creating and implementing team plans. Maintain a forward planning schedule to balance resources with demands and manage daily workloads to meet national targets. Monitor project income, manage resources, and align headcount with client needs to optimise profitability. Handle monthly/quarterly billing and ensure additional work is billed according to contracts. Manage the team's expense budget. Plan and manage resource capacity to ensure smooth service delivery and adjust for workload fluctuations. Desirable: Strong operations management background within a Pensions Administration environment. Experience with client-facing service delivery. Budget and client profitability management experience. Experience with client revenue generation and fee negotiation. A strong people manager with a track record of developing high performing teams. Experience managing and implementing change. Pensions knowledge is desirable. Please apply or needing more information then get in touch with rehana.sadiq@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.

IDEX Consulting are looking for a technical expert with a strong grasp of Defined Benefits Pensions and Buy-ins/Buy-outs? We are looking for a Pensions Insurance Technical Lead who comes from a DB background or Insurance Administration. This is a versatile role collaborating with the managing partner and travelling to different sites across the UK. If you have experience in an Insured Administration or TPA environment, then please get in touch for more information. Role Responsibilities: Act as a referral point for more complex technical matters. Provide advice, support, and solve problems. Support Edinburgh, Belfast, and other locations on insured administration implementation and ongoing administration. Develop innovative solutions. Able to demonstrate an expert knowledge of pensions administration activities and apply this knowledge to any scheme. Have excellent interpersonal abilities, able to forge strong working relationships with colleagues and clients. Assist with system configuration and automated calculation updates. Assist with training in insured technical matters Assist with reviewing the documentation and processes for insured administtration Meet regularly with Administration Managers and team members to establish areas of concern e.g. levels of complaints/errors, efficiencies already identified but not actioned, teams with loss of scheme knowledge, scheme changes, ad hoc projects, new clients etc. Plan resolution of any issues and assist with implementation. Your Profile Essential Criteria Experience of schemes transitioning through buy-in, buy-out and through to day-to-day bulk annuity administration Be able to demonstrate an expert knowledge of pensions administration activities and apply this knowledge to any scheme Have previous pensions administration experience of Defined Benefit schemes including leavers, retirements, deaths, transfers, monthly processing and investment, benefit statements, renewals, scheme returns, and pension increases. Have thorough knowledge and experience of pensions legislation framework and demonstrable ability to remain informed of changes to the framework and implement change. Previous supervisory, leadership and management experience. Desirable Criteria Ideally have experience of bulk annuity administration in a TPA environment and the associated FCA compliance and reporting requirements. Please apply if interested or get in touch for more information contact rehana.sadiq@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 based in Nr Oldham and they are currently looking for an experienced IFA to join their team. Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients. The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond. With a strong paraplanning and support team, you will benefit from a local and experienced support to focus on building relationships and providing advice to your clients. What's in it for you? 28 days holiday, plus bank holidays plus birthday Flexible hybrid working Income protection for up to 5 years Pirkx online discounts and cashback plus 24-hour access to a GP 4x salary death in service 5% matched pension contributions Access to the internal Academy (to support future career aspirations). Competitive bonus scheme 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.