Financial Services

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.

Do you want to work for an award winning financial planning practice in central London? Are you an experienced paraplanner who has existing client facing exposure or have the skills to develop into a client facing paraplanner role? Do you have an interest in ultimately becoming a financial advisor? This opportunity focuses on supporting one specific financial planner in all aspects of research and report writing but alongside this you will attend around 90% of client meetings and often present your reports to the clients directly. You must be confident and comfortable dealing with clients face to face and have the technical proficiency to be able to understand and clearly articulate your findings to the clients. I'm ideally looking to speak to paraplanners who are level 6 qualified or on the pathway to achieving. Experience however will always be taken into account. This position offers exposure to all aspects of the modern paraplanning role and also offers a clear pathway into becoming a full Financial Advisor within the practice too. Salaries of up to £65,000 are on offer plus excellent benefits, hybrid working, exam support and quality training whilst working with highly successful colleagues in a practice that has secured a number of industry awards. 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.

My client is a national IFA who is seeking an additional IFA to work in the Truro area. The role is due to succession planning and the successful IFA will be working alongside an existing IFA who is looking to exit the business in the 12 months. With an established business and clients to pass over, this is a great opportunity. The successful candidate must hold a the Level 4 qualification as a minimum requirement but ideally working towards or, already being Chartered. The successful IFA will benefit from: Basic salary £45 - £65k basic salary DOE. plus £4.8k car allowance. Generous bonus scheme 2.75x time validation with bonus paid at 30% Full back office support at no additional cost. Attractive PBO available. Clients are owned by the IFA, not the business. Additional benefits: 6x DIS 25 days holiday Great pension benefits For more information regarding this role, 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.

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.

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.

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.

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.