Financial Services

Senior IFA Admin City Centre Glasgow Hybrid working My client is seeking a detail-oriented and experienced Senior Admin to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients. They are a niche business and their clients typically have £1m - £5m portfolios. You will analyse and prepare financial reports, effectively use IO system. Assist in creating financial plans and investment strategies Provide excellent customer service to clients Ensure accurate and timely completion of tasks Experience dealing with HNW individuals is ideal Proficient in maintaining organised records Excellent analytical skills and attention to detail If you are looking to further your career in the financial industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Senior IFA Admin They are a brilliant business and it is a very relaxed environment. You must have experience within an IFA practice. They will support with further qualifications if required 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 are looking for an experienced Paraplanner Team Leader to lead and support the Paraplanners. You'll manage daily operations, drive process improvements, develop team capability, and support strategic initiatives-all while ensuring consistent, high-quality service. What you'll do: Lead, train, and develop a team of Paraplanners Standardise and improve processes using tools like Xplan Oversee work-flow and performance reviews Deliver monthly reporting and support key projects Ensure regulatory compliance and operational efficiency Knowledge Experience in the Financial Services Industry within a support function Good understanding of Xplan Knowledge of creating and updating processes & procedures Experience in staff management, training, coaching a team Skills & Qualifications Current or previous experiences as a Paraplanner for HNW clients, preferably in an Independent firm Client focused, delivering a high standard of client service Proficient in MS Word/Excel 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 working with a successful boutique independent financial advice firm who are looking for a Client Administrator to join their dynamic client administration team. We're looking for candidates with proven IFA administration experience, ideally those already with several months experience, who are local to the Gloucester area. This opportunity is well-suited for individuals looking to embrace a new challenge within a small IFA firm, where their contributions are highly valued, and their voice has a meaningful impact. The business is in the midst of an exciting growth trajectory due to their continued success so there's great opportunity for progression also. Responsibilities: Collaborate closely with Financial Advisors to provide proactive assistance Manage calendars and schedule client meetings Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience Assemble meeting materials for Advisors before client meetings Raise invoices where required Database management Joining, you will certainly feel part of a supportive culture that have a pro-active and passionate approach to their work. Perks - The company provides a variety of benefits, including private medical insurance, free on-site parking, a relaxed and supportive work culture, and a beautifully designed, modern office environment. If you're looking for a welcoming environment where your career can flourish, apply now 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.

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 12% and private medical care. You will be dealing with a variety of administration tasks connected to the running of a pension scheme including data changes, leavers, setting up benefits into payment and annual scheme updates. As a senior member of the team you will take responsibility for the allocation and management of work in the team and be checking junior member of the teams work. You will be performing pensions calculations, with the support of your team and be involved in the more complex work. You will work as part of a team, collaborating to continuously improve processes and service to clients. This is a brilliant opportunity to progress your career with a forward thinking organisation and there will be many opportunities to grow your career. Please apply if you have the relevant DB pension 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.

IDEX Consulting are working with one of the most reputable and established firms in Newcastle, assisting their advisory arm to recruit a Financial Advisor into their growing team. Due to a continued influx of clients, this is a newly created opportunity to add to an existing team of Financial Advisors who demonstrate longevity and progression within the business. Great culture - strong focus on charitable work, along with an emphasis on employee well-being. Encouragement of professional progression Continuous inflow of new client leads and referrals The business is looking for Financial Advisors who are minimum level 4 qualified and have advisory experience with a background of paraplanning, trainee advisory roles or perhaps a movement from mortgage advise. The business has a strong, collaborative approach and you are encouraged to build internal stakeholder relationships whilst having a mindset and pro-active approach to building external relationships and winning new business. 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 IFA Administrator to join their team on the Wirral. The Administration Assistant will work collaboratively within the Advice Operations function in delivering effective outcomes for both internal and external stakeholders and clients. This role is integral to maintaining efficient office operations and ensuring seamless communication within the organisation. Process Letters of Authority and Transfer of Agencies in a timely and effective manner Communicate with clients, third parties, and internal teams to resolve issues or provide updates on LOA status Engage with providers and other 3rd parties to ensure that client activity can be processed timely and effectively Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled Issue documentation in line with company procedure Ensure that client complaints and/or breaches are escalated immediately to management/compliance Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated Ensure comprehensive client information is maintained in the back-office system. Action data control reports where exceptions are identified to ensure speedy, remedial action is taken to prevent client or data issues Experience: Familiarity with general administrative tasks such as handling mail, scanning documents, and data entry. Ability to manage multiple tasks, prioritize workload, and meet deadlines efficiently. Experience in professional communication, particularly via email, to ensure clear and effective correspondence with colleagues and stakeholders. Ability to maintain accuracy in tasks such as recording post information, producing reports, and managing supplies. Comfortable using office software such as Microsoft Office (Word, Excel, Outlook) and familiarity with CRM systems for data management and document scanning. Experience working in a team environment. You will be required to demonstrate that clients are at the forefront of your mind at all times and you have an ability to multitask and prioritise workloads The company offer hybrid working and a comprehensive benefits package. 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.

A fantastic opportunity has arisen for a Financial Planner to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and grow, the candidates should be flexible and confident to provide their input. Being able to work collaboratively in a team environment is a must. Excellent interpersonal and communication skills, confidence with clients and high levels of technical knowledge are requisites. We are looking for strong networkers who feel comfortable presenting to large audiences, you should be able to evidence high levels of client-centricity as well as your approach to both growing and serving your client base. While the role will involve supporting distribution efforts, for example, by attending webinars and seminars for large corporates, the primary responsibility will be to onboard and serve new clients. As a growing business the role has scope for progression in the future. They support flexible working patterns. Accountabilities: Upholding values and culture of client centricity at all times. Supporting distribution efforts, e.g. delivering and attending webinars/seminars for large employers Actively seeking to onboard new clients Contribute to the evolution and growth of our business and propositions through sharing views, knowledge and expertise with other team members Contacting clients and setting up meetings, either on-line, within an office environment or in clients' homes or business premises Conducting in-depth assessments of clients' financial circumstances, current provision and future aims Completing investment risk analyses using attitude to investment risk questionnaires Researching the marketplace and providing clients with information on new and existing products and services Analysing information and preparing plans best suited to individual clients' requirements Designing financial strategies Meeting all regulatory aspects of the role, e.g. requirements for disclosure, costs of the services or products provided whilst accepting responsibility for the advice provided Promoting and recommending financial products and services to meet given or negotiated sales targets Keeping up to date with financial products and legislation Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments Reviewing and responding to clients changing needs and financial circumstances 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 brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser. You will work closely with the partners and give financial advice to their current client bank. You will receive full back office support and paraplanning services. You will be responsible for: Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations Identify and establish contact with potential clients Work collaboratively with the supporting team Gather and analyse information required to provide financial planning advice Review client's circumstances regularly in adherence with internal procedures and make appropriate recommendations Complete all administration in a timely and accurate manner in line with the guidelines Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules Create and maintain appropriate business relationships. Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others Up to date knowledge of FCA Regulations Excellent interpersonal and client servicing skills In return you will receive a generous basic salary and bonus 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.