Financial Services

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.

Idex Consulting is proud to be partnering with a prestigious award winning global consultancy looking to grow its Retirement team across the UK. This is a brilliant opportunity for part-qualified or recently qualified Pensions Actuaries to step into a role offering real variety, career progression and exposure to high-profile clients and cutting-edge project work - including risk settlement, GMP equalisation and member options. What you'll be doing: Supporting and leading actuarial advice across DB schemes Attending client meetings and managing relationships Mentoring junior team members Getting stuck into exciting, large-scale pension projects What we're looking for: Part-qualified or qualified Actuary (up to ~3 years PQE) UK DB pensions consulting experience Strong communication and analytical skills Based anywhere in the UK - hybrid/flexible working supported What's on offer: Work with industry leaders in a global consulting firm Study support (for PQs) and continuous learning Clear pathway for career development True flexibility - work from any of their UK offices or remotely Interested in hearing more? Let's have a confidential conversation. Message me directly or contact Idex Consulting to learn more. 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 wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York. This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team. This newly created role offers a unique opportunity to make a significant contribution to a well-established office. About the Role As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients. Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients. Pension experience is essential. Excellent client-facing skills, technical proficiency, and a proactive approach are crucial. The successful candidate will be a team player, comfortable working with both local and other office-based colleagues. Key Responsibilities Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection Collaborate with Investment Managers to identify client needs and develop solutions Assist with client prospecting and retention activities Contribute to the growth and development of the office Qualifications and Experience Ideally Chartered status or near qualification Proven experience providing financial planning advice, specialising in pensions Excellent client-facing skills Strong technical knowledge and analytical skills Proactive and self-motivated, able to work independently and as part of a team Existing professional networks in the region would be beneficial. If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn't center on business development or require an existing client following, this could be an ideal opportunity. 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 Penrith. 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.

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.

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.

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.