Financial Services

I'm recruiting for a national wealth management firm, who are looking for a Desk Based Advice Manager to join their team in Bristol. This role will see you being responsible for the telephone based team that provide desk based advice and support to private and corporate clients. Responsibilities: To lead and develop members of the team. Take responsibility for the achievement of sales and service standards To provide operational input and expertise into complex matters or projects as required Provide support to the Chief Commercial Officer, the Heads of Channel, other Senior Management, and the wider management team as required. Coach, develop and lead the individual members Perform One to Ones and annual reviews Check the work of team members and providing suitable feedback including call monitoring as appropriate. Provide both advice and guidance direct to members . Outbound telephone activity to existing and potential new clients For you to be a successful candidate: Level 4 Qualified Line Management experience of advisory teams Knowledge of the financial planning market including products and services. Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role. Experience in an IFA/Wealth Management environment. If you would like further information please apply and we will be in touch. If this is of interest and you feel you meet the specified criteria, 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.

Salary to £65,000 depending on experience, plus bonus, plus excellent holidays, top pension scheme, PHI, PMI Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for people who are passionate about great client service to join this National Advisory Firm and one of the largest Investment companies in the world. If you would like a role whose advice you can deliver remotely and which comes with an excellent salary and some of the best benefits in the market we want to hear from you. The role: The Financial Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks. You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered. Manage a portfolio of clients (90 - 100) and maintain recurring income stream. Deliver high quality financial planning remotely and achieving required quality standards on a consistent basis. Identify additional opportunities from clients while deepening our understanding of their needs to ensure we exceed expectations and build lasting relationships. Maintain up-to-date technical knowledge of investment markets, products and services, financial planning methodologies and tax, key processes, advice guidelines and compliance procedures. Build and maintain personal and business relationships to help identify new opportunities as well as raise the firms profile. Build links with the clients' other professional advisers to help the client meet their needs. Secure client commitment to initial and on-going financial planning services, securing and growing assets under advice and initial and on-going revenues. You must be a minimum Level 4 qualified and have strong influencing and communication skills to build and maintain trusted and strong relationships with clients to aid retention and introductions to generate value for clients and the business. 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 financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working, managing your own diary. The role: Conducting in-depth financial reviews for clients, understanding their goals and objectives. Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships What's in it for you: Tiered commission based compensation structure Managed client base - The opportunity to join a business with ready-provided lead flows, no demand on bringing clients to the table No fixed fee Full Paraplanner and Admin support Marketing support Ongoing training and full support, and the opportunity to progress as the business grows 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 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.

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.

An established and highly respected financial planning firm in Sutton Coldfield is making a key strategic hire and is looking to appoint a Senior Paraplanner to support one of the firm's senior advisers. This is a newly created position for a paraplanner who genuinely enjoys operating at the very top of their technical ability. It offers the opportunity to play a pivotal role in delivering exceptional, client-focused financial planning within a business that values quality over quantity. The Opportunity The firm is known for its high standards and client-first ethos. Every piece of advice is tailored, considered and delivered with real depth. As such, the paraplanning function sits at the heart of the business. You will be trusted with complex work, given autonomy, and expected to contribute at a senior level. This is a role for someone who takes pride in their craft and wants to be recognised for technical excellence. The Role Working closely with a senior adviser, you will: Provide senior-level paraplanning support on complex client cases Produce high-quality, bespoke suitability reports with exceptional attention to detail Carry out detailed research across investments, pensions, tax and estate planning Be heavily involved in client-focused work, ensuring advice is clear, robust and compliant Act as a technical reference point within the business Contribute to maintaining and continually improving paraplanning standards About You This role will suit someone who: Is an experienced paraplanner operating comfortably at senior level Is technically strong and confident handling complex planning scenarios Is ideally Chartered, or close to achieving Chartered status Has a mature, professional approach and strong communication skills Is deeply client-focused and understands the importance of delivering best-in-class advice Is committed to a long-term career in paraplanning rather than moving into advice Salary & Benefits Salary between £50,000 and £60,000, depending on experience Hybrid working: 3 days in the office, 2 from home Private medical insurance Death in service cover Bonus If you're a senior paraplanner who enjoys depth, complexity and delivering outstanding outcomes for clients, this is a role well worth exploring. To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick for a confidential conversation at 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.

Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with experience to support the successful Financial Planners of the business. You MUST have level 4 diploma and ideally be working towards Chartered status. You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison. 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.