Financial Services

Lead performance. Shape strategy. Elevate client excellence. I am looking for an exceptional, high performing Financial Planning Director to lead one of our key UK regions, driving both strategic direction and day-to-day excellence. The role will cover the South of England from London, across the Home Counties and Hampshire. In this high-impact role, you'll ensure the practice's Lifestyle Financial Planning proposition is delivered consistently, professionally, and in line with ambitious growth objectives. Key responsibilities of the role: Providing strategic and operational leadership across the regional Financial Planning team, ensuring services are delivered to the highest standards. Coaching, developing and managing a team of around 15 Financial Planners to uphold professional excellence and deliver outstanding client outcomes. Driving performance across revenue, KPIs and quality measures, with full accountability for regional income delivery. Collaborating with other Regional Directors to promote consistency, share best practice and optimise organisational performance. Overseeing second-line supervision across multiple business areas including Mortgages and Corporate Financial Planning. Ensuring robust compliance with FCA regulations, the Training & Competency framework, and all internal policies. Leading recruitment, onboarding and ongoing talent development, including succession planning and resource allocation. Maintaining Corporate Chartered Status by supporting continuous professional development, CPD completion and progression towards Chartered/Fellow status. Managing client allocation and supporting the smooth onboarding of acquisition clients and colleagues. Reporting monthly and quarterly on performance, providing meaningful MI and insights to the Senior Leadership Team. Championing a high-performance, one-team culture through regional engagement, events and CPD activities. What does success look like in this role: Strong revenue growth driven by excellent KPI performance and targeted intervention where needed. High retention of both clients and employees, supported by quality annual reviews and effective team leadership. Accurate, timely reporting and active contribution to shaping future business direction. A motivated, high-performing regional team recognised for professionalism and excellence. Continued achievement of Corporate Chartered Status. What does the ideal applicant look like: Chartered Financial Planner / Level 6 qualified Leadership experience with proven success managing and developing teams. Strong commercial acumen and a strategic, growth-focused mindset. Inspirational leadership style with the ability to coach, influence and motivate. Demonstrable success leading sales teams and achieving revenue targets. Excellent organisational skills and deep understanding of Lifestyle Financial Planning. Desirable: CII Fellowship, Pension Transfer Specialist experience, CeMAP, J07 or other supervisory qualifications. Salary £110,000 with OTE in excess of £140k + full corporate benefits package, £10,000 car allowance. The position offers the opportunity to truly shape the region with purpose and shape the future of the financial planning team across the South of England. There is future LTIP opportunities and the scope to become one of the key senior figures within the organisation. 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 a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus will be on clients headquartered in the UK, Europe and Asia however the role has global scope with c30% international travel. To be considered for the role, you must have knowledge and experience of global health and benefits insurance, proven experience and expertise in delivering global benefits financing solutions for large multinational companies, and knowledge of local employee benefits practice and requirements in key international markets. If you're looking to be part of great teams with a strong collaborative culture, fantastic team spirit with a non-aggressive growth culture, the opportunity to develop your career in a fast growth environment and you have relevant experience gained in an employee benefits broker, please apply below. Please note, this role can be based anywhere in Europe. 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 a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus will be on clients headquartered in the UK, Europe and Asia however the role has global scope with c30% international travel. To be considered for the role, you must have knowledge and experience of global health and benefits insurance, proven experience and expertise in delivering global benefits financing solutions for large multinational companies, and knowledge of local employee benefits practice and requirements in key international markets. If you're looking to be part of great teams with a strong collaborative culture, fantastic team spirit with a non-aggressive growth culture, the opportunity to develop your career in a fast growth environment and you have relevant experience gained in an employee benefits broker, please apply below. Please note, this role can be based anywhere in Europe. 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 a leading intermediary who're looking to recruit a Senior Global Benefits Financing Consultant. This role sits within Global Benefits Financing. Here you will be responsible for creating new and lead on the delivery of multi-country programs and financing solutions. Your focus will be on clients headquartered in the UK, Europe and Asia however the role has global scope with c30% international travel. To be considered for the role, you must have knowledge and experience of global health and benefits insurance, proven experience and expertise in delivering global benefits financing solutions for large multinational companies, and knowledge of local employee benefits practice and requirements in key international markets. If you're looking to be part of great teams with a strong collaborative culture, fantastic team spirit with a non-aggressive growth culture, the opportunity to develop your career in a fast growth environment and you have relevant experience gained in an employee benefits broker, please apply below. Please note, this role can be based anywhere in Europe. 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 currently partnering with a leading wealth management firm who require a Paraplanner to join their team in Bristol. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bristol, offers a true pathway to progress which, in this instance, may be towards an advisory capacity or as a more senior member of the paraplanning/support team. Coupled with an outstanding reputation, this sets it apart from their competition on the market. Responsibilities: 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 Perks: 30 days annual leave plus bank holidays Discretionary bonus Flexible and hybrid working - 3 days/week in Bristol Private medical insurance Healthcare cash plan Study support to develop and progress The successful candidate will need to be based local to Bristol and be level 4 diploma qualified. If this role sounds like it could be for you and you would like some more information please send your CV 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.

A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report writing for a variety of financial services products including ISA's and pensions Platform work including switches on Quilter/Transact/Parmenion Develop and maintain effective relationships with clients, colleagues and product providers. Point of contact for Advisers, Clients, Insurance Companies and third party providers. Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person. Maintain client records on Intelligent Office (IO) to ensure they are up to date and accurate. Update client information on Intelligent Office and inform adviser accordingly. Ensure all client letters, company information and correspondence is uploaded to Intelligent Office, and named following the company procedure and allocated to the correct client Provide a valuation table and review pack to the adviser in a timely manner for a client ensuring the information is up to date and accurate. Ability to ask the correct questions in order to obtain full details & up to date information in respect of client plans. Working towards and getting support to become full Paraplanner. In return you will receive an excellent salary and bonus and an opportunity to join one of Scotland's fasted growing IFA businesses. 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.

Reporting directly to and supporting the Commercial Director, the Office Support Associate will have a varied role which will focus on providing wealth management administrative support to the wider advisory team. The successful candidate will seek to gain an understanding of the business model, the role of the financial adviser and the systems used to support the business. Key Responsibilities Key client contact: phone calls, arranging meetings, etc Organising advisers diary Managing client reviews/Preparing Meeting Packs Preparing of Client Agreements and Agendas Drafting Client communications including some Suitability Reports Managing post meeting actions Delivering support in a profitable manner, making use of existing and new technology Office Management: Management of meeting room diaries Meeting/greeting clients and external guests, and preparation of client refreshments Liaise with third party IT support, Building Managers, oversight of office supplies etc Support of Commercial Director; Diary management and oversight of inbox Managing actions, preparation of meeting agendas and papers Experience & Knowledge Efficient in all MS Office applications, platforms and websites Understanding and knowledge of financial services products, providers and regulation 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 an award winning financial planning practice near Altrincham. They have been specialising in providing high-quality financial planning advice to business owners, professionals, and high net worth individuals. Due to their continued expansion, they are looking to recruit an additional Client Manager (Paraplanner) to join their dynamic and forward-thinking team. The successful candidate will be working closely and supporting their financial planners whilst owning a bank of clients that you will be expected to proactively manage and build relationships with. The Role Attend client meetings alongside Financial Planners, and create meeting minutes which accurately reflect the information gathered to fully document a client's financial needs and objectives. Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings. Carry out research and analyse products and services that are appropriate to each client's financial circumstances then discussing appropriate solutions with the Financial Planner. Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner. Complete reviews of clients' portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities. Effectively use research and planning systems such as FE Analytics, Cashcalc and wrap platforms such as Elevate. Be responsible for ensuring that recommendations are fully implemented in a timely manner. Maintain up-to-date knowledge of the industry, compliance, and regulatory developments. Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the business. Why join them? Their culture is tantamount to everyone's working life and it is important that their team develop and grow both professionally and personally. Most of the team prefer to go into the office but there is flexibility to work from home. They are constantly aware of the teams well-being and believe that the surroundings of your workplace are important. They offer a vibrant, modern environment to make coming to work a pleasure. They offer a complimentary breakfast and free fruit, as well as a range of high-quality drinks at their expense. They make sure they have fun with organised social events but recognise the importance of having a balanced lifestyle and finish at 3 pm every Friday. In addition to the normal benefits, they also give you the week off between Christmas and New Year, another day's holiday for your birthday 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.