Financial Services

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.

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.

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.

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.

My client is currently looking for an experienced Financial Planning Administrator to join their team in Maidstone The Role: To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with the company policies. Request policy information from third party policy providers if applicable. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable. Preparation of meeting packs and valuations (as required) Assist investment managers in the preparation of new business pitches and presentations To be successful in this role, you should have: Experience working in the financial services industry. A strong ethic of client service. Ability to work under pressure and to prioritise work. Excellent communication skills both written and verbal, influencing and organisational skills. Ability to use judgement and reasoning to propose solutions to problems. As a colleague here you will have access to benefits that include: Competitive salary Full training and exam support Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave 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.

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.