Financial Services

I'm partnered with an established client to support them with 2 Senior 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. Keen to speak with experienced DC Consultants who have experience of both contract and trust-based schemes (from a consultancy background) who're looking to work in an environment where there's plenty of scope to progress and get involved in a variety of areas. 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.

My client is a national IFA who is seeking an additional IFA to work in the Truro area. The role is due to succession planning and the successful IFA will be working alongside an existing IFA who is looking to exit the business in the 12 months. With an established business and clients to pass over, this is a great opportunity. The successful candidate must hold a the Level 4 qualification as a minimum requirement but ideally working towards or, already being Chartered. The successful IFA will benefit from: Basic salary £45 - £65k basic salary DOE. plus £4.8k car allowance. Generous bonus scheme 2.75x time validation with bonus paid at 30% Full back office support at no additional cost. Attractive PBO available. Clients are owned by the IFA, not the business. Additional benefits: 6x DIS 25 days holiday Great pension benefits For more information regarding this role, 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.

I'm partnered with a leading global insurance broker to appoint a Pensions & Benefits Consultant to their team - this is a great opportunity for an Associate Consultant ready to progress into consulting or someone with a few years advising corporate clients To be considered for this role, you must be based in the North East This is a non-regulated, B2B, corporate pension and employee benefits role where you'll maintain and develop a portfolio of new and existing corporate clients. You'll provide high quality advice and consultancy, while identifying and developing new business opportunities. In this role you'll be owning some key client relationships, so having an understanding of Group Risk and Healthcare will put you at an advantage Not only will you be paid a salary in line with market rate, you'll have the opportunity for upto 30% bonus based on performance. In addition to this, they offer a great benefits package and the ability to work flexibility This is a great opportunity if you're looking to progress your career as not only will you gain experience in the broader benefits space with exposure to global businesses, you'll be working alongside some really experienced individuals who will support both professional and personal development 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 Planner looking to focus on delivering expert advice to engaged, existing clients within a supportive, forward-thinking organisation? Our client, a leading financial wellbeing and retirement planning provider, is seeking a Strategic Planner - Private Wealth (Existing Clients) to join their expanding team. This is a rare opportunity to work with a highly motivated client base comprising professionals and senior executives from some of the UK's most recognised employers and pension schemes. The Role As a Strategic Planner, you'll focus on delivering tailored, regulated financial advice to an established client bank, with occasional involvement in new client engagement. You'll provide comprehensive financial planning that incorporates tax-efficient strategies, pension income options, and discretionary investment solutions, aligned with the firm's house view. Key responsibilities include: Providing holistic, ongoing financial advice to existing clients. Conducting in-depth fact-finding and risk assessments to understand each client's objectives. Advising on complex pension arrangements, investment strategies, and company share schemes. Working with a team of paraplanners and administrators to ensure high-quality, timely advice delivery. Delivering advice virtually or face-to-face, based on client preference. Building long-term client relationships with a focus on retention, trust, and value. About You You're a confident, technically proficient Financial Planner who enjoys delivering high-quality advice and can demonstrate: Competent Adviser Status (CAS) and FCA Registration (CF30) Level 4+ financial planning qualifications (AF3, AF7, JO5, or G60 desirable) Proven experience working with high-net-worth individuals or workplace scheme members Expertise in personal taxation, pension income options, and discretionary investments A client-first, results-driven attitude with excellent interpersonal skills Ability to deliver advice via both virtual platforms and in-person meetings Strong IT skills, including proficiency in MS Teams, Word, and Excel Why Join This Firm? Established client bank - minimal cold prospecting Dedicated paraplanning, administrative, and appointment-setting support Strong brand reputation with longstanding relationships across public and private sectors Access to innovative financial education and engagement tools Progressive, growing organisation with excellent infrastructure and support People-focused culture committed to professionalism and client impact Accredited Investors in People employer 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 a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Kent. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: Chartered status (or close to) Proven experience in delivering regulated financial advice holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Able to influence internal stakeholders and colleagues Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Equity opportunities within the firm. Flexible, hybrid working arrangements. A ready made portfolio of potential clients from the professional services arm of the organisation The successful candidate should be based in the Kent region and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid 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 a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Buckinghamshire. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: Chartered status (or close to) Proven experience in delivering regulated financial advice holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Able to influence internal stakeholders and colleagues Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Equity opportunities within the firm. Flexible, hybrid working arrangements. A ready made portfolio of potential clients from the professional services arm of the organisation The successful candidate should be based in the Bucks region and be able to spend a certain portion of the week within the office the nurture the internal relationships. 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.

My client is currently looking for an experienced Independent Financial Adviser to join their team in Carlisle. Our client is a highly-reputable advisory and professional services business with long standing presence in the north. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm. You will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice. You will be supported with an established and growing Business Development, Marketing and Operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region. The successful candidate can expect to join a prestigious employer and brand in the region, be equipped with a proposition equipped to support clients in achieving their objectives, and receive a strong starting salary and bonus package. What will equip you for success in this role: A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions. A history of delivering quality, fee based advice to individuals across Pensions, Investments, Protection and complex case work. Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status Track record in retaining and growing portfolios of business within Financial Services Able and willing to travel regionally to accommodate client facing appointments Why you should apply: This is an opportunity to join a well-established Wealth Management practice with a supportive Professional Services practice that has significant lead opportunity Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region Competitive starting salary, bonus structure and package Flexible working, with structured career and professional development initiatives. This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market. 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.