Financial Services

Idex have partnered with a boutique wealth management company who are looking for 3 Chartered IFA's who will support their growth strategy. The firm offer independent financial planning and investment management services to clients throughout the UK and pride themselves on being true advocates of personal, face-to-face advice, provided by highly qualified, competent and experienced professionals. The firm has recently received investment from a PE firm in order to pursue an ambitious acquisition strategy that will include multiple acquisitions every year. In addition, the business is also actively seeking to accelerate its already impressive organic growth through recruitment and other initiatives. Overall, the business is embarking on an exciting growth phase that will see the business grow from c.£500m of AUM today to £5bn+ within the next 4-5 years. The team manage HNW clients ranging from c£1m-£7m investable assets as well as complex style cases so cash-flow planning experience is important. This is an exciting time to join an established business who have a great working culture, and are advocates for progression in line with business requirements. To ensure the business stays at the leading edge, they continually encourage and challenge their team to advance themselves professionally with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry. This firm is offering a marketing leading compensation and benefits package and you will receive substantial funds under management when you start. 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 very exciting position has just arisen at this National Wealth Management Firm. You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base. These clients are complex and you will be dealing with the full spectrum of products including investments, pensions and tax planning. In return you will receive a top end salary and benefits package including great bonus scheme and pension. You must be full diploma and working towards chartered. 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 exciting opportunity has arisen for an experienced IFA Administrator/Paraplanner to join a well-established and respected IFA practice in Edinburgh. The Role: We are seeking an experienced IFA Administrator / Paraplanner to support the practice's Financial Planners. You will: Conduct research and obtain illustrations Use analytical software for financial planning Prepare client suitability letters and financial reports Ensure recommendations are implemented accurately Check trades on investment platforms Oversee annual reviews and maintain client liaison Requirements: Level 4 Diploma qualified, or close to completion Proven experience in a paraplanning or IFA administration role Strong attention to detail and organisational skills What's on Offer: Competitive salary of £35,000 Opportunity to work in a well-run, client-focused business This is an excellent opportunity to progress your career in paraplanning with a reputable firm 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 IFA Administrator to join their team in Manchester. 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: Proven 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 Private medical insurance Life assurance Pension contribution Hybrid working mode Option to purchase additional holiday Shared parental leave For more information please contact me 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.

Are you an experienced employed IFA feeling restricted by corporate bureaucracy and rigid structures? Do you want the freedom to run your own client relationships, on your own terms-without sacrificing support, stability, or financial reward? Would moving your clients to a truly modern, forward-thinking firm-offering full paraplanning and admin support, remote-first working, and equity from day one-be the game-changer you've been looking for? Idex Consulting is exclusively representing a dynamic, independently owned IFA business that's breaking the mould. They're looking for accomplished, entrepreneurial advisers who want more than a payslip-who want flexibility, real ownership, and to be properly rewarded for the value they deliver. In return, you'll receive: A competitive basic salary 50% bonus structure Private healthcare Full remote working Equity in the business from the outset If you're ready to take back control of your career and align with a firm that truly values its people-let's talk. 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 a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support. As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole Passionate about providing great client service Great at communicating with people at all levels - face to face and in writing Positive and good at using your initiative Organised and good at working under pressure Motivated and well organised Level 4 Qualified (Or close to completion) For more information please contact me 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.

I am thrilled to announce an exceptional career opportunity for a talented and experienced professional in the financial services industry. I have been retained to seek a 'Head of Wealth' to join an esteemed organisation and lead their Wealth Management team. The business is currently embarking on an ambitious and exciting growth phase and the ideal candidate will display the following: Forward thinking - modern approach to financial planning 'New school' thinker, be open to the possibilities of AI Ideally Chartered status but minimum Level 4 Qualification Track record of growing and developing IFA's Commercially aware, able to promote the practice, network and be one of the figureheads of the organisation As the Head of Wealth, you will play a pivotal role in shaping the future success of the firm. You will be responsible for overseeing the Wealth Management department, ensuring the delivery of exceptional client service and driving strategic growth. This is a high-impact leadership role that requires a deep understanding of wealth management, strong business acumen, and a proven track record of success. The role will be pivotal in shaping the firms ongoing success and the successful candidate will be part of the core Leadership group. Key Responsibilities: Develop and execute a comprehensive wealth management strategy that aligns with our clients' needs and market trends. Lead a team of 16 talented Financial Advisors, providing guidance, mentorship, and support to foster their professional growth Collaborate closely with internal stakeholders, such as operations, to ensure seamless service delivery and optimal client outcomes Drive business development initiatives to attract and retain high-net-worth clients, expanding our client base and assets under management Stay abreast of industry regulations and market trends, incorporating best practices into our wealth management offerings Maintain and strengthen relationships with key stakeholders, including strategic partners and external advisors. Adding strategic value to the business Qualifications/Experience: Extensive experience in the financial services industry, with a focus on wealth management. Proven track record of success in a leadership role within wealth management, demonstrating strong business results and client satisfaction In-depth knowledge of investment products, financial planning strategies, and wealth management solutions Excellent leadership and people management skills, with the ability to inspire and motivate a team Strong business development acumen, with a track record of attracting and retaining high-net-worth clients Exceptional communication and relationship-building skills, with the ability to interact effectively with clients, stakeholders, and internal teams If you are a passionate and results-driven leader with a deep understanding of Wealth Management, this is a remarkable opportunity to join a leading and highly accredited financial services firm. You will have the chance to make a significant impact, shape the future of our wealth management division, and contribute to the success and financial well-being of their clients. If you or someone you know possesses the qualifications and aspirations for this role, please reach out to explore this exciting opportunity further. 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 am thrilled to announce an exceptional career opportunity for a talented and experienced professional in the financial services industry. I have been retained to seek a 'Head of Wealth' to join an esteemed organisation and lead their Wealth Management team. The business is currently embarking on an ambitious and exciting growth phase and the ideal candidate will display the following: Forward thinking - modern approach to financial planning 'New school' thinker, be open to the possibilities of AI Ideally Chartered status but minimum Level 4 Qualification Track record of growing and developing IFA's Commercially aware, able to promote the practice, network and be one of the figureheads of the organisation As the Head of Wealth, you will play a pivotal role in shaping the future success of the firm. You will be responsible for overseeing the Wealth Management department, ensuring the delivery of exceptional client service and driving strategic growth. This is a high-impact leadership role that requires a deep understanding of wealth management, strong business acumen, and a proven track record of success. The role will be pivotal in shaping the firms ongoing success and the successful candidate will be part of the core Leadership group. Key Responsibilities: Develop and execute a comprehensive wealth management strategy that aligns with our clients' needs and market trends. Lead a team of 16 talented Financial Advisors, providing guidance, mentorship, and support to foster their professional growth Collaborate closely with internal stakeholders, such as operations, to ensure seamless service delivery and optimal client outcomes Drive business development initiatives to attract and retain high-net-worth clients, expanding our client base and assets under management Stay abreast of industry regulations and market trends, incorporating best practices into our wealth management offerings Maintain and strengthen relationships with key stakeholders, including strategic partners and external advisors. Adding strategic value to the business Qualifications/Experience: Extensive experience in the financial services industry, with a focus on wealth management. Proven track record of success in a leadership role within wealth management, demonstrating strong business results and client satisfaction In-depth knowledge of investment products, financial planning strategies, and wealth management solutions Excellent leadership and people management skills, with the ability to inspire and motivate a team Strong business development acumen, with a track record of attracting and retaining high-net-worth clients Exceptional communication and relationship-building skills, with the ability to interact effectively with clients, stakeholders, and internal teams If you are a passionate and results-driven leader with a deep understanding of Wealth Management, this is a remarkable opportunity to join a leading and highly accredited financial services firm. You will have the chance to make a significant impact, shape the future of our wealth management division, and contribute to the success and financial well-being of their clients. If you or someone you know possesses the qualifications and aspirations for this role, please reach out to explore this exciting opportunity further. 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.