Financial Services

Are you an experienced Pensions Administrator with strong SIPP or SSAS knowledge, looking for a role where your expertise is genuinely valued? This is an opportunity to join a well-established, national independent provider of wealth management and pension services. With continued growth across multiple offices, they are looking to add an experienced administrator to their busy pensions team, supporting advisers and senior stakeholders while managing a varied client portfolio. The role Working closely with the Team Leader and wider CRM team, you'll take ownership of the administration of SIPP and SSAS pension schemes, acting as a key point of contact for clients and advisers. Your responsibilities will include: Managing and administering a portfolio of SIPP and SSAS schemes Acting as first point of contact for clients, advisers and product providers Processing new business, ongoing servicing and scheme events Ensuring all FCA and HMRC deadlines are met Maintaining accurate client records and audit-ready files Preparing documentation and handling routine correspondence Organising and prioritising workloads while managing client expectations Experience required Experience administering SIPP and/or SSAS schemes Strong understanding of pension regulations and compliance requirements Confident communicator with a professional, client-focused approach Highly organised, detail-driven and able to manage a busy workload What's on offer Salary up to £35,000 Hybrid working 2 days in the office Exam support and development opportunities Long-term career progression within a stable, growing business If you're an experienced pensions administrator looking for flexibility, stability and clear progression, get in touch for a confidential chat or send your CV and we can arrange a call. 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 have partnered with a boutique wealth management company who are looking for an IFA who will service a client bank of circa 220 individuals. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals. The firm is Chartered and currently has £450m under management. This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements. To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry. This firm is offering a marketing leading compensation and benefits package and you will receive substantial funds under management when you start. 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 an experienced Pensions Operations Manager to lead a DC Master Trust Member Administration team within a leading pensions organisation. This is a senior operational role requiring extensive Defined Contribution pensions experience, strong people leadership skills and a proven background in pensions administration/operations management. The role: Lead, manage and develop DC pension administration teams Drive service quality, operational performance and efficiency Oversee quality assurance, complaints and complex DC administration Coach and develop managers and their teams Manage performance, recruitment and people-related matters Improve processes, systems and ways of working Support client relationships and stakeholder meetings Contribute to new business, tenders and wider change initiatives What we're looking for: Extensive DC pensions administration experience Proven operational management experience Strong people management and leadership skills Excellent technical knowledge of DC administration Good understanding of DC scheme governance and compliance Strong client and stakeholder management skills Knowledge of DC Master Trust governance would be beneficial but not essential. APMI is desirable, although candidates qualified by experience will also be considered. Interview Process: An assessment day is provisionally scheduled for 3 September. Shortlisted candidates will be asked to deliver a presentation, followed by competency and technical questions based on their presentation and 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.

My client is currently looking for an experienced IFA Administrator to join their team in Blackpool. The successful candidate will provide administrative support to Financial Planners to help to deliver good client outcomes. Be the first point of contact with the financial planning team and product providers to deliver a first-class service to clients. THE ROLE Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances Arrange client meetings, valuations, meeting packs and manage the Financial Planners diaries Prepare client application forms in line with suitability report recommendations Prepare letters of authority for signing Complete any required post meeting actions and minutes Provide additional support to the Financial Planners by attending client meetings, dealing with any administrative work for clients. Support the Financial Planners in submission of cases to the paraplanning team Support the Planner's workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc Work collaboratively with colleagues to deliver good client outcomes EXPERIENCE Previous experience as an IFA Administrator Knowledge of Financial Planning products. Systems/Internal Processes -MS Office/Outlook - Proficient in Word and Excel Experience of XPlan (Desired) Experience of Cash-Flow system (Desired). Excellent interpersonal and communication skills Good knowledge of financial planning products Strong numerical skills Excellent accuracy and attention to detail Excellent planning and prioritisation skills Extensive Benefits Package Includes: Pension: Up to 7.5% employer matching (4.5% employee minimum contribution) Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health Life Assurance: 4x annual salary (from start date) 25 days holiday, increasing with tenure (+ bank holidays) Share Incentive Plan: Company matched shares (after 6 months) Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan Enhanced Maternity & Paternity Leave Wellness Days, flu jabs, eye care vouchers Microsoft Office for home use Hybrid Working after probationary period Discounts on the company's own investment services 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 currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their technical knowledge, gain exposure to more complex financial planning and build a long-term career within wealth management. You'll join an established support team working alongside experienced Advisers and Paraplanners within a genuinely supportive and collaborative environment. The firm has a strong track record of developing its people, with members of the wider team progressing internally into Paraplanning and senior positions. The Role As an IFA Administrator, you'll provide dedicated administrative support to a Senior Financial Adviser helping to manage the full client journey and ensuring clients receive a first-class service. You'll work closely with Advisers, Paraplanners and the wider operations team, supporting complex financial planning cases and ensuring all administration is completed accurately and efficiently. Key Responsibilities: Provide dedicated administration support to a Senior Financial Adviser / Director Manage the end-to-end administration process across the client journey Prepare and process new business across pensions, investments and protection Liaise with clients, providers and internal teams Obtain policy information and valuations and support client queries Maintain accurate client records using Intelligent Office (IO) Support estate and wealth planning activities for a high-net-worth client base Prepare documentation for client meetings, reviews and ongoing servicing Work closely with Paraplanners to ensure smooth progression of client cases Ensure all administration meets FCA requirements and internal compliance standards About You The ideal candidate will have: Previous experience as an IFA Administrator within an IFA, wealth management or financial planning environment Experience supporting Financial Advisers and managing client administration processes Knowledge of pensions, investments and protection products Confidence liaising with clients, providers and internal teams Experience using Intelligent Office (IO) or a similar CRM system Strong organisational skills with excellent attention to detail A proactive approach with the ability to manage a varied workload A genuine desire to continue developing within financial services What's on Offer: Opportunity to join a highly regarded Chartered Financial Planning firm Exposure to a high-net-worth client base and complex financial planning cases Clear progression pathway, with previous Administrators progressing into Paraplanning and senior roles Supportive and collaborative working environment Opportunity to develop your technical knowledge and build a long-term career within wealth management To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on 07441 341 817 or ellie.sedgwick@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.

Are you a qualified Financial Adviser looking for a role where you can focus on delivering exceptional advice without the demands of constant travel? I'm recruiting for an experienced Associate Financial Adviser to join a growing, client-focused wealth management business in London. This is an excellent opportunity to work with an established client bank, providing high-quality financial planning while building long-term relationships and delivering outstanding client outcomes. The Role As part of a collaborative advice team, you'll provide holistic, FCA-compliant financial advice across investments, pensions, protection and tax planning. You'll work closely with paraplanners and adviser support colleagues, allowing you to focus on what you do best-helping clients achieve their financial goals. You'll be responsible for: Providing regulated financial advice via telephone and Microsoft Teams. Conducting comprehensive client reviews and identifying financial planning opportunities. Developing tailored recommendations using the firm's centralised investment proposition. Preparing and presenting personalised financial plans and suitability reports. Building long-term client relationships through regular reviews and proactive communication. Identifying opportunities to develop existing client relationships and contribute to business growth. Maintaining high standards of compliance in line with FCA regulations and Consumer Duty. Working collaboratively with paraplanners, adviser support and the wider business to deliver exceptional client outcomes. What We're Looking For Essential Level 4 Diploma in Regulated Financial Planning (or equivalent). Current Statement of Professional Standing (SPS). Demonstrable experience providing regulated financial advice. This can be 1 year plus experience CAS NOT a prerequisite Desirable Chartered Financial Planner status or Level 6 qualification. Experience using CRM systems. Specialist financial planning qualifications. About You You'll be someone who genuinely enjoys building trusted client relationships and delivering advice that makes a real difference. You'll also have: Strong technical knowledge across pensions, investments and protection. Excellent communication and relationship-building skills. A client-first approach with high ethical standards. The ability to explain complex financial concepts in a clear, engaging way. A collaborative mindset and desire to contribute positively to the wider team. A commitment to continuous professional development. Why Join? Competitive basic salary of £50,000 - £60,000 depending on experience and qualifications. Established client-focused business with an excellent reputation. Primarily desk-based role with minimal travel. Collaborative environment with dedicated paraplanning and adviser support. Opportunity to build lasting client relationships rather than chase new business. Supportive culture that encourages professional development and career progression. If you're a relatively newly qualified Financial Adviser looking for a role where you can concentrate on delivering high-quality financial planning while being supported by an experienced team, we'd love to hear from you. Apply today or contact us for a confidential conversation. 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 exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c.£20m FUM from day one. A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8). This is an excellent opportunity for an adviser who wants to develop their career within a growing business, whilst benefiting from an established client base and significant assets under management to work with immediately. The opportunity The successful candidate will inherit responsibility for c.£20m of existing client assets, providing an excellent platform from which to establish themselves within the business. The client bank consists predominantly of high-quality private clients, with an average client relationship of approximately £300k FUM. You will take responsibility for developing and maintaining these long-term relationships, whilst also having the opportunity to grow your own client bank through referrals, networking and new business opportunities generated by the wider business. This is therefore not a cold-start proposition. You will have a substantial portfolio of clients to work with from the outset, allowing you to focus on delivering high-quality financial planning and building long-term relationships. Key responsibilities Manage and develop a portfolio of existing highly affluent and HNW private clients. Provide holistic, independent financial planning and investment advice. Conduct regular client reviews and identify changing financial needs. Advise across areas including investments, pensions, retirement planning and tax-efficient strategies. Build trusted, long-term relationships with clients and their families. Identify opportunities to deepen existing client relationships and generate additional assets. Develop new client relationships through referrals, networking and business-generated enquiries. Work closely with the wider paraplanning and support team to deliver a first-class client experience. Keep up to date with regulatory, technical and market developments. Contribute to the continued growth and development of the wider business. About you We are looking for an established Financial Adviser / Financial Planner who is comfortable managing client relationships and delivering holistic advice. You will ideally have: Level 4 Diploma in Regulated Financial Planning as a minimum. Experience providing holistic financial planning and investment advice. A strong track record of building and maintaining long-term client relationships. Excellent communication and interpersonal skills. A commercially minded approach, with an appetite to develop existing and new client relationships. The confidence to deal with HNW clients and complex financial planning requirements. A genuine desire to build a long-term career within an independent wealth management environment. Chartered status or a desire to work towards Chartered status would be advantageous, but is not essential. What is on offer? £60,000-£90,000 basic salary, depending on experience and qualifications. Uncapped OTE of c.£70,000-£110,000+ c.£20m FUM inherited from day one. Average client relationship of c.£300k FUM. Established client bank with significant opportunity for further growth. Genuine opportunity to develop your own client relationships and increase earnings. Hybrid working - typically 4 days in the Leeds office / 1 day remotely. Excellent support from an established paraplanning and client services team. Opportunity to join a growing, independent business with a strong client proposition. If you are an experienced Financial Adviser or Financial Planner looking for a move where you can inherit a substantial client bank rather than starting from scratch, this could be an excellent opportunity to explore. 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 am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc. Manage pipeline reports, updating workflows as required. Ability to assess client needs and support an appropriate advice solution with guidance from the Planner Work with the Planner to technically validate advice provided and pro-actively challenge where necessary Assist the Planner with research and creation of client suitability reports in a timely, accurate and efficient manner. Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to. In return you will receive a highly competitive package and be part of a growing organisation who have very exciting plans. 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.