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  • ​“My experience with Charlotte has been truly exceptional. From start to finish, she was consistently supportive, proactive, and genuinely invested in my success. Her positive attitude and approachable nature made the entire process smooth and reassuring. It never felt like just a job to her—she truly had my best interests at heart and went above and beyond to ensure I had everything I needed and felt confident every step of the way.”

    Charlotte Faherty, Senior Consulting, Financial Services
    Charlotte Faherty, Senior Consulting, Financial Services
  • ​“Thank you for all your help, Louise! Must say I’m very impressed with you and the way you have been so on the ball and efficient. I have registered with a few recruitment services and not one of them got back to me after my initial contact, but you have been amazing!”

    Louise Bibb, Regional Manager Financial Services
    Louise Bibb, Regional Manager Financial Services
  • ​“Lynn was amazing and had me set up with interviews within a day or two. I wouldn’t have managed this myself and I am so very grateful for all of her help and support during this process.”

    Lynn Wilson, Senior Consultant Financial Services
    Lynn Wilson, Senior Consultant Financial Services
  • "​Ashlea spent three years trying to contact me - that is tenacity!! It paid off because when I was ready to leave my job her name was very familiar to me, so I was happy to have a chat. She does her homework and does not try to fit a round circle into a square hole. She actually takes time and care in selecting the right candidates for the roles she has and therefore both parties are happy with the outcome. She was incredibly professional and responsive making sure that the interview and enrolment process was moving forwards quickly. She builds rapport easily and consequently, I find her very easy to talk to. Would highly recommend. Thank you Ashlea - I am happy to be working again!"

    Ashlea Walton, Client Director Financial Services
    Ashlea Walton, Client Director Financial Services
  • ​"I can't thank Alison MacMillan enough for her dedication and professionalism in helping me to secure a fantastic new role with one of the top companies in the UK. Friendly and approachable, she has been extremely supportive throughout the whole journey.She is extremely proactive, knowledgeable, polite, and supportive. She has a genuinely positive, can-do attitude and worked with me to better understand the roles that I was genuinely interested in - rather than blindly sending lists of unsuitable vacancies. Highly recommend."

    Alison MacMillan, Executive Director Financial Services
    Alison MacMillan, Executive Director Financial Services
  • ​"I can't thank Alex enough for the support and encouragement he gave me to secure my new job role. He really listened to what I was looking for, matched me with a great opportunity, and coached me throughout the application/interview process. Alex is professional yet approachable and would highly recommend him to anyone looking for work in Financial Services."

    Alex Merrick, Business Manager Financial Services
    Alex Merrick, Business Manager Financial Services
Risk & Compliance

Risk & Compliance

Our Risk & Compliance consultants know how difficult it is to attract highly skilled professionals who understand the complexities of the risk, compliance and regulatory market. They have ove...

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LATEST JOBS Financial Services

Financial Planning Administrator

London
£28000 - £32000 per annum + Benefits + bonus

As we see a trend towards a return to the office there are still Financial Planning clients of ours who embrace experienced professional working fully remote. Below is once such excellent opportunity. An opportunity has become available for a Financial Planning Administrator to join a growing financial planning firm in a fully home-based position Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office system and monitor regularly. Plan, book and prepare for all annual review meetings ensuring none are missed. Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect. Help clients to register for, navigate and update their account Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. The ideal candidate will: Previous experience of working within a similar role Strong interpersonal, communication and customer service skills Excellent diary management, planning and organisational skills Excellent accuracy and attention to detail Proven ability to work on own initiative Excellent telephone manner Proven high level of customer service. This is a unique Home-Based opportunity for a Financial Planning Administrator so please don't hesitate to express your interest or apply. 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.

Apply now

Financial Advisor

Leeds
£50000 - £60000 per annum + Bonus + Benefits

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.

Apply now

IFA

Plymouth
£70000 - £75000 per annum + Benefits

I'm excited to be partnering with a prestigious independent financial advice firm. They are seeking an experienced Financial Planner to join their growing team in their Plymouth office. This is an exceptional and rare opportunity to take over an established client bank from a retiring advisor. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW clients with a strong focus on long-term relationships. Having experienced impressive growth over recent years, they have ambitious plans for continued expansion in the coming months with various acquisitions. Key Requirements: Diploma-qualified - preference to Chartered Proven experience in delivering regulated financial advice, ideally holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Flexible and hybrid working arrangements. Generous annual bonus incentives. Private medical insurance. 5% employer pension contribution. Sick leave - Long term sick pay. Birthdays off. 25 days annual leave - increases up to 3 weeks extra with long service. If this opportunity aligns with your aspirations-or if you know someone who could be a perfect fit-please reach out in confidence 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.

Apply now

Chartered Financial Planner

Kent
£90000 - £110000 per annum + OTE + benefits

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.

Apply now

Chartered Financial Planner

Buckinghamshire
£11000 - £90000 per annum + OTE + Benefits

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.

Apply now

Paraplanner

Northallerton
£35000 - £42000 per annum + discretionary bonus

Are you a Paraplanner looking to join a forward-thinking and fast-growing wealth management firm? This is your opportunity to be part of a dynamic team in Newcastle that's experiencing strong growth across revenue, headcount, and assets under management in 2024. IDEX Consulting is proud to be partnered with a highly respected financial advisory group that is expanding its paraplanning team as part of its strategic growth. What You'll Be Doing: Collaborating closely with advisers to gather and analyse client information Preparing detailed pre-approval documentation ahead of suitability report writing Producing compliant, high-quality suitability reports tailored to individual client needs Leveraging the latest financial technology to build accurate, efficient solutions Ensuring all documentation aligns with FCA regulatory standards What We're Looking For: Level 4 Diploma in Financial Planning (or working towards it) A detail-oriented professional with a strong understanding of compliance and suitability requirements Someone who thrives in a collaborative environment and takes pride in delivering high-quality work Why Join? Clear and supported career progression - whether you aspire to become an adviser or take a senior role within the paraplanning/support structure Work in a people-first environment that truly values its employees Competitive salary with performance-based discretionary bonuses Hybrid working model that offers flexibility and work-life balance If you're ready to take the next step in your paraplanning career with a firm that invests in your future, we'd love to hear from you. 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.

Apply now

DC Consultant

London
£55000.00 - £90000.00 per annum

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.

Apply now

Associate Pensions Consultant

London
£45000 - £85000 per annum

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.

Apply now
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Meet the Financial Services Experts

Alison MacMillan

Alison MacMillan

Emma Murray

Emma Murray

Jack Johnson

Jack Johnson

Ashlea Walton

Ashlea Walton

Graeme Hyland

Graeme Hyland

Alex Merrick

Alex Merrick

James Salmon

James Salmon

Graeme Winn

Graeme Winn

David Elders

David Elders

Lynn Wilson

Lynn Wilson

Samantha Durbridge

Samantha Durbridge

Charlotte Flaherty

Charlotte Flaherty

  • Alison MacMillan

    Divisional Director

    Mobile: 07423 400 829 | E-mail: alison.macmillan@idexconsulting.com​Ali has been working in Financial Services recruitment in Scotland since 2002 and is a Fellow of the Recruitm...

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  • Emma Murray

    Client Delivery Manager

    ​Mobile: 07791 280 859 | E-mail: emma.murray@idexconsulting.com​A spring of energy in the office, Emma is a dedicated and passionate Financial Services specialist. Partnering w...

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  • Jack Johnson

    Business Director & Regional Manager

    ​Mobile: 07795 571 723 | E-mail: jack.johnson@idexconsulting.com​Jack has nine years’ experience recruiting Risk, Actuarial and Compliance professionals in the UK. He has worked...

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  • Ashlea Walton

    Client Director

    Mobile: 07805 843 149 | E-mail: ashlea.walton@idexconsulting.comAshlea is an experienced Employee Benefits recruiter with 10+ years experience recruiting nationally. She specia...

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  • Graeme Hyland

    Business Manager

    Mobile: 07896 933 622 | E-mail: graeme.hyland@idexconsulting.com​Graeme is one of the longest serving members at IDEX Consulting and is fully responsible for recruitment, talent...

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  • Alex Merrick

    Client Director

    ​Mobile: 07776 670 384 | Email: alex.merrick@idexconsulting.comPrior to moving into Recruitment, Alex was a Financial Adviser for 16 years. He started advising within the Bancas...

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  • James Salmon

    Mergers and Acquisitions Client Director

    Mobile: 07947 748 173 | E-mail: james.salmon@idexconsulting.comJames leads our Financial Services Mergers and Acquisitions proposition; supporting Wealth Management businesses t...

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  • Graeme Winn

    Managing Consultant

    ​Mobile: 07552 208 547 | E-mail: graeme.winn@idexconsulting.comFollowing an initial career in Accountancy, Graeme has worked within the recruitment industry for nearly 10 years....

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  • David Elders

    Managing Consultant

    ​Mobile: 07407 626 734 | E-mail: david.elders@idexconsulting.comDave has over 16 years’ experience recruiting in the Financial Services sector, initially within Retail Banking,...

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  • Lynn Wilson

    Senior Consultant

    Mobile: 07918 211 987| E-mail: lynn.wilson@idexconsulting.comLynn has been working in Financial Services recruitment in Scotland since 1996. She typically recruits for are Para...

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  • Samantha Durbridge

    Senior Consultant

    ​Mobile: 07386 660 100 | E-mail: samantha.durbridge@idexconsulting.comSamantha has been working in recruitment for approximately two years. Her experience mostly consists of sen...

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  • Charlotte Flaherty

    Senior Consultant

    Mobile: 07441 349 915 | E-mail: charlotte.flaherty@idexconsulting.com​Charlotte is an experienced consultant specialising in the wealth and financial services sector, she has de...

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  • Alison MacMillan
  • Emma Murray
  • Jack Johnson
  • Ashlea Walton
  • Graeme Hyland
  • Alex Merrick
  • James Salmon
  • Graeme Winn
  • David Elders
  • Lynn Wilson
  • Samantha Durbridge
  • Charlotte Flaherty