Financial Services

I'm excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their Bristol office. 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. Key Requirements: Chartered status or close to achieving it. 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. Equity opportunities within the firm. Flexible, hybrid working arrangements. Generous bonus incentives. Sick leave pay Private medical insurance Enhanced family leave pay Birthdays off Wellness programmes, access to counselling & discounted gym memberships The successful candidate should be based near Bristol. Financial Planner - Up to £110,000 DOE - Bristol - 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.

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.

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Northallerton based team. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be Level 4 Diploma qualified or nearing completion of. The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the wider paraplanning/support team. 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 brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser. You will work closely with the partners and give financial advice to their current client bank. You will receive full back office support and paraplanning services. You will be responsible for: Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations Identify and establish contact with potential clients Work collaboratively with the supporting team Gather and analyse information required to provide financial planning advice Review client's circumstances regularly in adherence with internal procedures and make appropriate recommendations Complete all administration in a timely and accurate manner in line with the guidelines Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules Create and maintain appropriate business relationships. Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others Up to date knowledge of FCA Regulations Excellent interpersonal and client servicing skills In return you will receive a generous basic salary and bonus 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.

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.

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.