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Financial Services - Testimonials


When the company I was working for went through a restructure this year Tony provided members of my department and myself with professional expert advice on suitable roles that could be available to us and supported many of us including me to successfully secure new roles. IDEX also provide great additional services such as organising Compliance Network Groups. If you are looking for a specialist Financial Services Recruitment Consultant, I would highly recommend Tony and his colleagues at IDEX."
Candidate - Compliance Advice Monitoring Manager

IDEX have worked as a supplier of the Brown Shipley Birmingham office and have successfully completed a number of key appointments for the business. I would have no hesitation in recommending IDEX as a specialist consultancy within Financial Services."
Head of Birmingham Office - Brown Shipley

I have worked with Tony over several years and I really appreciate the professionalism and diligence with which he approaches every Project. He is one of the (very) few people I look to for Recruitment assistance and similarly, one of the very few I would ever refer to others "
Executive Director & Head of Business - St James's Place

Tony and team at IDEX are key contributors as part of the AFH preferred supplier network. They fully understand our business and have sourced some fantastic candidates, who have contributed to our ongoing success and growth."
Head of HR - AFH Wealth Management

IDEX Consulting helped with my recruitment needs in finding key hires within the company. They were incredibly proactive in finding candidates and helping with the process from start to finish. The candidates were of high quality and everything is well prepared for interview with excellent feedback."
Kevin White - Head of UK Financial Planning, deVere Group

I dealt with IDEX Consulting when recruiting a new member for our support team. I was really pleased with the help and advice they provided which resulted in us securing a new member of staff. I was particularly pleased, and grateful, that IDEX listened to my requirements and responded with appropriate candidates, this made the process a lot easier. Thanks IDEX, I look forward to working with you again in the future."
Doug Pritchard - Owner, PFP Wealth Planning

I have been dealing with IDEX for the last few years and they are one of the best recruitment consultancies I have ever dealt with. In what is a very competitive and cut throat industry, IDEX's professionalism shines through. My consultant immediately understands what type of staff I require, and only sends me CVs for people who can fit the role. Allied to this, they work hard to keep me informed of progress and are very personable to deal with."
Phil J. McGovern - Managing Director - Chartered Financial Planner, MPA Financial Management

I contacted Jack to look at opportunities with local firms and he was fantastic exceptional from start to finish. He was proactive which is often not found with my recruitment agencies who just try and fill a job. Jack engaged me with several firms and kept close contact throughout. The icing on the cake was a good luck message on the day of my first new position. I'd highly recommend Jack to anyone seeking opportunities and also for any companies looking for suitable candidates. A little gem!”
Candidate - Financial Advisor

Tony and team at IDEX are key contributors as part of the AFH preferred supplier network. They fully understand our business and have sourced some fantastic candidates, who have contributed to our ongoing success and growth.”
Sara Ward - Head of HR - AFH Wealth Management

Shelley has assisted us with numerous appointments for varying roles. We have used many recruiters and Shelley is “head and Shoulders” above the others we have used. Without Shelley we would never of secured such high quality staff due to her diligence and professionalism. We are extremely grateful and somewhat blessed to have finally found a recruiter who really does have access to the great, high quality candidates they all claim to have.”
Paul Davidson - Director - Strategic Vision Wealth Management
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