Financial Services

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base. Key responsibilities will include: Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking, and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation, and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals, and beneficial ownership queries The ideal candidate will have: Previous experience in a Financial Planning Administration role Strong communication and interpersonal skills Excellent organisation, diary management, and planning abilities High attention to detail and accuracy The ability to work independently and use initiative A professional and confident telephone manner A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment. If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -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.

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This hybrid role can be based in either Bath or Cheltenham and offers the chance to be part of a supportive and expanding team. Key responsibilities will include: Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking, and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation, and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals, and beneficial ownership queries The ideal candidate will have: Previous experience in a Financial Planning Administration role Strong communication and interpersonal skills High attention to detail and accuracy The ability to work independently and use initiative A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a growing firm where you can develop your career within a supportive and professional environment. If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -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.

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This hybrid role can be based in either Bath or Cheltenham and offers the chance to be part of a supportive and expanding team. Key responsibilities will include: Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking, and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation, and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals, and beneficial ownership queries The ideal candidate will have: Previous experience in a Financial Planning Administration role Strong communication and interpersonal skills High attention to detail and accuracy The ability to work independently and use initiative A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a growing firm where you can develop your career within a supportive and professional environment. If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -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.

Established client book to inherit!! I am looking to speak to experienced financial advisors who are level 6 qualified (or 1 exam from) who would be interested in a new opportunity with a boutique practice based in the City of London. This practice has acquired Chartered Status and is operating at a top tier level The opportunity has 3 key facets that should appeal to an ambitious, high performing advisor: 1: Clients to inherit from day one - These will come from existing advisors in the practice who have either reached capacity or are beginning to transition clients over as they are looking at retirement 2: Acquisitions - There are several acquisitions being completed with a large number of clients to be inherited by the existing adviser team. Huge scope to utilise cash-flow planning to ensure full holistic advice is being offered to these new clients 3: New Business Development - There's a large number of existing professional connections, established networking channels and lead generation opportunities. This a genuinely a rare opportunity to get a really strong start with the existing clients, the opportunity to add further clients via the acquisitions and then the framework to use your own ideas and skills to grow the client book into something really worthwhile. On offer is a very competitive salary of up to circa £100k, excellent bonus potential and full in-house admin and paraplanning support working for a nimble, flexible and modern financial planning practice. Interested? Please apply or contact me directly. 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 national Wealth Management business is looking to recruit a Financial Planner into their Cheshire Office. Key Responsibilities: To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households. Responsible for acquiring new clients, assets and fees with established Financial Planners generating new Financial Planning fees and net flows per annum as agreed with your manager. Develop a collaborative productive relationship with the Business Development team Ensure all periodic client reviews are completed in line with client's expectations and changing circumstances To plan, implement and execute an annual Business Plan Grow the client bank in line with your agreed individual targets through personal prospecting, e.g.; existing clients, referrals, introductions from professionals Remain compliant - measurements include; Business Quality Assurance (BQA) grades, CPD, complaints upheld, maintaining SPS Grow both the total and average ongoing Financial Planning fees across all retained clients. Work in partnership with all team members, sharing best practice and developing client acquisition strategies Execute a client centric migration process on an ongoing basis as required About you: Diploma or equivalent Level 4 and having or working towards Chartered status Excellent relationship developer through networking, leveraging existing contacts, referrals and incremental business from existing clients Ability to deliver a holistic client financial planning experience Highly motivated self-starter and a strong team player Strong Financial Wellbeing skills and knowledge Commercial thinker with strong new business acumen Comfortable working under manageable pressure to achieve KPIs Well organised, excellent administration ensuring deadlines are consistently met This is a fantastic opportunity to join a brand that has demonstrated stability and growth in recent years, who offer very competitive benefits along with a strong remuneration 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.

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 6 qualifications and have a minimum of 4 years experience as a Paraplanner and be comfortable with technical work and cases. 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.

The Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transition Full administrative and paraplanning support so you can focus on client relationships and business development A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels Requirements: Have proven experience advising in the high-net-worth space Be confident advising across the full spectrum of financial planning products Be a proactive team player who contributes to the firm's growth and reputation Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role Why This Role Stands Out Strong existing client base ready to be nurtured and grown Top-tier support from experienced admin and paraplanning teams The autonomy to develop your network and increase earnings significantly A collaborative, professional environment focused on client excellence If you'd like to have a confidential conversation about this opportunity, please get in touch. Alternatively, submit your CV and we'll arrange a time to speak. - 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.

I'm partnered with an established client to support them with 2 Associate DC/DC Consultant roles which can be based anywhere in the UK. This DC team is unrivalled and is the largest group of DC experts (including governance, scheme design, Investment Consultants, provider and Technical Researchers and Technicians) in the UK. It's an exciting growth area for the firm who delivers both successful pension and savings solutions for household, blue-chip clients. Interested to speak with Associate DC Consultants looking to step up or those in a DC Consultant role currently. Ideally you'll have experience of both contract and trust-based schemes (from a consultancy background). If you'd like the financial security and brand stability of working for a large corporate, whilst still feeling as though you're making a difference within a close knit, collaborative, low turnover team with a friendly, collective and open culture… please apply now. 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.