Financial Services

Are you looking to join a forward-thinking wealth management business that's changing the way clients experience financial advice? This is a fantastic opportunity for an experienced Paraplanner to be part of a growing firm that invests heavily in both people and technology. Why join us? Modern, innovative approach - we've stripped away outdated systems and processes to create a truly efficient, technology-led advice model. Hybrid working - enjoy flexibility with 3 days in our central Cardiff office and 2 days working from home. People-focused culture - we're building a collaborative environment where Paraplanners, Advisers, and Client Services work seamlessly together. Career development - full support towards professional qualifications (QCF Level 4 and beyond) with ongoing training and mentoring. Backed for growth - with the support of a specialist investor, we're building a leading national wealth management business, creating excellent long-term career opportunities. Impactful work - your input will directly shape the quality of advice and outcomes for clients, helping them achieve their financial goals. Supportive team environment - you'll be working alongside experienced colleagues who share knowledge and celebrate success. The role As a Paraplanner, you'll provide high-quality technical support to Advisers, including preparing compliant suitability reports, researching solutions, and carrying out financial calculations (CGT, AA, IHT, etc.). You'll play a key role in ensuring recommendations are accurate, compliant, and client-focused. What we're looking for Experience as a Paraplanner, with strong report-writing and research skills. Good knowledge of financial products including pensions, investments, and protection. Ideally Diploma (Level 4) qualified, or working towards it (study support provided). Strong communication skills and a collaborative mindset. 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 one of the UK's leading insurance brokers to recruit a Telesales Consultant, which will be remote with travel to London once a month (paid) You'll be working as part of a fast growth and high-performance business; they're keen to engage with established telesales/telemarketing/tele-research professionals who can deliver against targets and generate opportunities for new business You must be able to manage your own workload and pipeline of activities and opportunities and see them through to completion. Looking to speak to candidates who're commercially aware and able to understand the changing needs of business priorities with a proven track record in a similar role If you're looking for an organisation who's highly respected and established in the benefits market on a fast growth trajectory, scope to work on high profile clients, fantastic culture and endless progression opportunities, I'd love to share more information Ideally you would come from an insurance/employee benefits background, however, they are flexible if you have the right sales experience Competitive salary, bonus and benefits 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.

Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you the platform, resources, and rewards to excel. Why join? Attractive Base Salary: Starting from £63,000 (dependent on experience). Transparent Bonus Scheme: Discretionary performance-related bonuses, with the opportunity to significantly increase your total earnings. Generous Holiday Allowance: 30 days annual leave plus bank holidays, with flexibility to buy or sell additional days. Pension Contributions: Up to 9% employer contribution on top of your own. Flexible Benefits: A cash allowance of 4% of salary to use towards benefits of your choice - or take as cash. Professional Growth: Support with continuous development, professional qualifications, and pathways to Chartered status. Work-Life Balance: Hybrid working with client meetings delivered in person and virtually. The Role As a Personal Wealth Adviser, you will: Deliver holistic financial planning advice that helps clients meet both immediate and long-term goals. Build and manage trusted, long-lasting client relationships. Onboard new clients and expand your portfolio through referrals and business development strategies. Apply cashflow modelling and technical analysis to create tailored financial plans. Stay ahead of regulatory and market developments to ensure best client outcomes. About You We are looking for someone who can demonstrate: Level 4 Diploma in Financial Advice (Level 6 / Chartered desired but not essential). Proven experience delivering comprehensive financial planning. Strong knowledge across investments, pensions, and protection. Excellent communication and relationship-building skills. Attention to detail and the ability to manage a varied portfolio in a dynamic environment. Commitment to professional standards and continuous learning. 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.

Are you an experienced Financial Adviser who thrives on building trusted relationships and helping clients achieve their long-term goals? This is a unique opportunity to join a market-leading organisation that puts clients at the heart of everything they do, offering you the platform, resources, and rewards to excel. Why join? Attractive Base Salary: Starting from £63,000 (dependent on experience). Transparent Bonus Scheme: Discretionary performance-related bonuses, with the opportunity to significantly increase your total earnings. Generous Holiday Allowance: 30 days annual leave plus bank holidays, with flexibility to buy or sell additional days. Pension Contributions: Up to 9% employer contribution on top of your own. Flexible Benefits: A cash allowance of 4% of salary to use towards benefits of your choice - or take as cash. Professional Growth: Support with continuous development, professional qualifications, and pathways to Chartered status. Work-Life Balance: Hybrid working with client meetings delivered in person and virtually. The Role As a Personal Wealth Adviser, you will: Deliver holistic financial planning advice that helps clients meet both immediate and long-term goals. Build and manage trusted, long-lasting client relationships. Onboard new clients and expand your portfolio through referrals and business development strategies. Apply cashflow modelling and technical analysis to create tailored financial plans. Stay ahead of regulatory and market developments to ensure best client outcomes. About You We are looking for someone who can demonstrate: Level 4 Diploma in Financial Advice (Level 6 / Chartered desired but not essential). Proven experience delivering comprehensive financial planning. Strong knowledge across investments, pensions, and protection. Excellent communication and relationship-building skills. Attention to detail and the ability to manage a varied portfolio in a dynamic environment. Commitment to professional standards and continuous learning. 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 keen to connect with proven business leaders for an exciting opportunity to join a young, ambitious insurance broker as Head of Employee Benefits This isn't your typical leadership role; you'll step into a high-growth, highly profitable division with full autonomy to build, scale and lead the team through its next phase of expansion Backed at board-level support and investment to scale it significantly, the business is only just beginning to tap into its potential making this an incredible opportunity for the right individual to make a real impact Looking for someone who is strategic, commercially astute and solutions focused with a proven track record managing P&Ls of £8m+ You must be passionate about building high-performing teams, able to shape culture, drive growth, and lead with vision - strong leadership credentials are key Those from an Insurance or Financial Services background would suit best Location: Flexible across England - travel required as needed Package: Six-figure base + bonus 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 Vacancy As a Financial Planner, you will be responsible for building your own book of financial planning clients and supporting the delivery of our workplace financial wellbeing services, working in a collaborative team environment. You will be supported in building your client base through workplace activities, through developing professional connections and via other channels (such as Unbiased). You will have support from a paraplanner and financial administrator and will work closely with the wider financial planning team. You will be provided with full training and ongoing support with your career development. With high levels of professionalism, you will be interacting with key decision makers at some of the UK's largest corporates. You will be comfortable presenting to large groups of people, as well as great at establishing strong relationships with individuals, demonstrating empathy and a client centric approach. You'll have a strong history of delivering positive outcomes for your financial planning clients, and you'll be comfortable using a centralised investment proposition. You will be a proven business winner and a proactive team player, with the drive and commitment to deliver excellent outcomes for both clients and the business. Role Responsibilities Winning work Generate new business and build introducer relationships. Play a key role in our workplace services, working collaboratively with our corporate team (e.g., delivering and attending webinars and seminars for large employers, potentially acting as 'Lead Adviser' with some relationships, and running one-to-one guidance sessions with employees). Client-centric financial planning Developing strong relationships to win and retain clients, managing client relationships through meetings and high-quality communications. Conducting in-depth assessments of clients' financial circumstances, current provisions and future aims and goals. Upholding our values of client-centricity at all times. Preparing plans and financial strategies best suited to individual clients' requirements. Reviewing and responding to clients' changing needs and financial circumstances. Proactively contacting clients with news of market or legislation changes that may affect their savings and investments. Compliance 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. Adhering to all compliance processes and procedures, including maintaining a valid Statement of Professional Standing. Keeping up to date with financial products and legislation and setting and completing training and competence requirements. Research and technical duties Researching information from various sources, including providers of financial products. Where appropriate, negotiating with product suppliers for the best possible rates. Act as a source of knowledge and skill in the team. Qualifications RQF level 4 qualified. Diploma Financial Planner Status Skills and experience Demonstrable experience as a regulated financial adviser. Excellent communication, interpersonal, and listening skills. Comfortable presenting to groups of people. The capability to explain complex information simply and clearly. The ability to network, establish relationships with clients and potential future clients. Demonstrate excellent research and analytical skills. Possess negotiation and influencing skills as well as determination and tenacity. High levels of numeracy and IT skills. Personal attributes An ethical and professional approach to work. Focus on excellent client service and outcomes. High levels of professionalism and attention to detail. Apply discretion and an understanding of the need for client confidentiality. A team player, supportive of colleagues, and helping others develop their careers. Self-motivation, organisation, and being able to prioritise effectively. A flexible approach to work. 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 leading independent third-party evaluator is experiencing significant growth. We are seeking two talented Investment Managers, one at a junior and one at a senior level, to join our expanding team. This is a unique opportunity to play a key role in shaping the future of investment governance. About the Company: We provide expert investment governance and selection services to trustee boards of Defined Benefit (DB), Defined Contribution (DC) pension schemes, and charities. Our work involves conducting due diligence, overseeing investment consultants and fiduciary managers, and supporting clients in building successful partnerships. About the Role: As an Investment Manager, you will work closely with our directors, acting as an alternate lead on client projects. You will be responsible for: Leading investment governance and selection projects Overseeing investment advisors and ensuring best value for clients Conducting due diligence research on investment consultants, fiduciary managers, and other providers Presenting technical reports to trustee boards and clients Contributing to the growth and development of the company About You: Jjunior Manager or Senior Manager experience in investment consulting, fiduciary management, asset management, or a related field Strong understanding of investment principles and performance analysis Excellent communication and presentation skills Ability to work independently and take initiative Investment Management Certificate (IMC) preferred; CFA or other relevant qualifications are a plus Experience with Python or similar programming languages is a plus, but not required Why This Company? Be part of a high-growth, reputable firm with a flat structure and collaborative culture Work alongside experienced practitioners and contribute to impactful projects Enjoy diverse responsibilities and opportunities for professional development within the company and the wider group Flexible working arrangements with a blend of office and remote work To Apply: If you are a driven and ambitious investment professional looking for a challenging and rewarding opportunity, we encourage you to apply. Please submit your CV and cover letter via [Link to Talus portal or application platform]. 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.

Do you want to work for an award winning financial planning practice in central London? Are you an experienced paraplanner who has existing client facing exposure or have the skills to develop into a client facing paraplanner role? Do you have an interest in ultimately becoming a financial advisor? This opportunity focuses on supporting one specific financial planner in all aspects of research and report writing but alongside this you will attend around 90% of client meetings and often present your reports to the clients directly. You must be confident and comfortable dealing with clients face to face and have the technical proficiency to be able to understand and clearly articulate your findings to the clients. I'm ideally looking to speak to paraplanners who are level 6 qualified or on the pathway to achieving. Experience however will always be taken into account. This position offers exposure to all aspects of the modern paraplanning role and also offers a clear pathway into becoming a full Financial Advisor within the practice too. Salaries of up to £65,000 are on offer plus excellent benefits, hybrid working, exam support and quality training whilst working with highly successful colleagues in a practice that has secured a number of industry awards. 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.