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Financial Services

IDEX Consulting’s Financial Services division was created in 2008 to focus on providing our UK clients with a bespoke solution, based on quality and service delivery, rather than volume.  

Our team now boasts over 75 combined years of experience providing these solutions to the market, so whether you are looking for a challenging new career move or trying to find a talented individual to drive the growth of your business, we have an enviable record of matching exceptional candidates with successful companies. 

Each of our specialist consultants is a true expert in their field, focussing on a niche sector of the market (Financial Planning, Employee Benefits, Investment Management, Compliance, Paraplanning and Senior Appointments) with the team having national coverage.

This, combined with our unique methodology, gives us a thorough knowledge of each local market; its trends, changes and challenges. Putting us in the best position to advise our clients and candidates on the opportunities and talent available.

In addition to Talent Management solutions, our team also work closely with a number of clients on acquisitions, team structures, staff retention and training, qualifications and business consultancy.

We work with a broad range of businesses including Financial Planning firms, Investment firms, Employee Benefits firms and Distributors with typical positions including:

  • Directors and C-suite
  • Management
  • Compliance
  • Actuarial
  • Employee Benefits
  • Financial Planning
  • Investment Management
  • Paraplanner
  • Pensions
  • Administration
  • Accountancy

Visit our Job Search page for current vacancies or Contact Us to arrange a confidential consultation today.

Our clients include:
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