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Following a successful career in Retail Banking, Sam switched to recruiting for the Financial Services market. He focuses predominantly on Administration, Paraplanning, Compliance and Trainee Adviser roles across the West Midlands.

In his free time, he spends a lot of time being as active as possible, playing all sorts of sports as well as regularly spending time with friends and family.

IDEX can support me in offering the very best for clients and candidates. I believe the platforms here will allow me to do what is best for the people I work with. "
Senior Paraplanner
  • Salary: £45000.00 - £60000.00 per annum
  • Location: West Midlands
  • Sector: Financial Services
  • Description: To provide technical support to employees and clients in all matters related to financial planning in particular pension, investment and IHT planning. Being responsible for report writing (of a technical nature)...
Paraplanner
  • Salary: £30000.00 - £35000.00 per annum + benefits package
  • Location: Work from home
  • Sector: Financial Services
  • Description: A successful and well respected IFA business that has continued to make good progress despite the pandemic. This business is now seeking an enthusiastic and self-motivated Paraplanner (technical support) to join the...
Paraplanner
  • Salary: £30000 - £38000 per annum
  • Location: Bromsgrove, Worcestershire
  • Sector: Financial Services
  • Description: The role - Paraplanner This is an opportunity to join one of the fastest growing UK-wide Independent advice firms who look to put their clients at the heart of all that they do. They want their people to reflect the...
Wealth Client Executive
  • Salary: £23000 - £25000 per annum
  • Location: Mansfield, Nottinghamshire
  • Sector: Financial Services
  • Description: Customer service: Engage with customers and build strong, professional, lasting relationshipsHandle all incoming calls/emails in a professional and efficient mannerManage all customer queries efficient
Client Relationship Manager
  • Salary: £22500 - £28000 per annum + Benefits
  • Location: Birmingham, West Midlands
  • Sector: Financial Services
  • Description: This is an opportunity to join an established client focused business who have been operating successfully for more than 20 years WHAT'S IN IT FOR YOU Great opportunity to work with a growing lifestyle fina
Senior Administrator
  • Salary: £30000.00 - £32000.00 per annum
  • Location: West Midlands
  • Sector: Financial Services
  • Description: The Business All about people - the team, the staff and the company. Team spirit is key, as demonstrated by the various team building activities. This is a fast g
Client Relationship Manager
  • Salary: £30000.00 - £35000.00 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Services
  • Description: This is an opportunity to join a growing business which combines years of experience, industry knowledge and a passion for employee benefits to ensure success. The business has grown year on year since it was founded...
IFA Senior Administrator
  • Salary: Negotiable
  • Location: Bromsgrove, Worcestershire
  • Sector: Financial Services
  • Description: A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions. This opportunity will see you working out of either the Birmingham office or...
New Business Administrator
  • Salary: Negotiable
  • Location: Bromsgrove, Worcestershire
  • Sector: Financial Services
  • Description: A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions. This opportunity will see you working out of either the Birmingham office or...
File Reviewer/ Advice Technician
  • Salary: Negotiable
  • Location: Bromsgrove, Worcestershire
  • Sector: Financial Services
  • Description: A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions. This is an opportunity to work in a flexible manor both at home and in an...
Paraplanner
  • Salary: Negotiable
  • Location: Work from home
  • Sector: Financial Services
  • Description: A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions. This is a rare opportunity to work totally home based...
Senior Paraplanner
  • Salary: Negotiable
  • Location: Work from home
  • Sector: Financial Services
  • Description: A national IFA practice, with an outstanding culture, vision and values. Looking to grow the business rapidly due to ongoing acquisitions. This is a rare opportunity to work totally home based...
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