Accessibility Links
Tony Bates, Managing Director - Regions, IDEX

Tony Bates

Managing Director - Regions
Birmingham
Telephone: 0333 700 4339
Connect with me
  • Send
    your CV
  • Send
    job spec
  • Send me a
    message

Tony is a co-founder of IDEX, establishing the Financial Services division in 2008 and now boasting 20 years’ experience within the sector.

He is responsible for managing key client relationships in the Financial Services marketplace, where he is passionate about ensuring that the service level and employer brand promotion received from his team is consistent. Tony actively works on senior appointments across the UK & EMEA, predominantly on a retained /subscription basis, where he prides himself on leveraging his 20 years of market experience. His goal is not only to find the right individuals, but to help businesses build their employer brand and implement an efficient / effective recruitment process, utilising the up-to-date technology and market intelligence..

Outside of work, Tony often presents at New Model Advisor conferences, and can be seen doing stand-up comedy. He also manages an over 35s football team, with a number of ex professionals in the Midlands league.

Tony lives the company vision of ‘taking pride in making you successful’ and aims to make everyone that works with him a success."
Client Advisor
  • Salary: £80000 - £100000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Services
  • Description: Do you have experience of providing advice to private clients with investable assets from £5million and above? Are you looking to work for one of the leading global brands in wealth management? In this role you will...
Wealth Manager
  • Salary: £50000 - £80000 per annum
  • Location: Bristol
  • Sector: Financial Services
  • Description: Every company says that relationships are the most important things but often they don't practise what they preach. So what if there was a role, for one of the worlds most established Wealth Managers...
T&C Supervisor - Home-Based
  • Salary: £35000 - £50000 per annum + Benefits package
  • Location: City Of Manchester, Greater Manchester
  • Sector: Financial Services
  • Description: Are you looking to work with some of the UKs best Financial Planners auditing, training and developing them to meet the FCA guidelines from the comfort of your own home? Working for a national financial planning...
Retirement Advisor - Clients Provided
  • Salary: £50000 - £55000 per annum
  • Location: Nottingham, Nottinghamshire
  • Sector: Financial Services
  • Description: Do you enjoy presenting to large groups? Do you enjoy working with CEOS of FTSE 100 companies? Do you have an understanding of pensions? If so we have an opportunity working for an innovative and culturally s
Software Sales - Asset Management
  • Salary: £40000 - £65000 per annum
  • Location: City of London, London
  • Sector: Financial Services
  • Description: Are you looking to take your sales career up a notch within financial services? Do you have vast experience of working within software sales? Does the thought of going after big business hit all the right notes for...
What can we expect from the Financial Services market in 2020?
What can we expect from the Financial Services market in 2020?
Now that it’s finally behind us, it’s fair to say that 2019 was a rollercoaster year for Financial Services!...
08 Jan 2020
What does the future of Financial Services look like?
What does the future of Financial Services look like?
Disruption continues to be the name of the game for financial services, with constant redefinition of roles and structur...
15 Aug 2019
Recruitment for individuals in financial services: Discover more at this year’s NMA roadshows
Recruitment for individuals in financial services: Discover more at this year’s NMA roadshows
The financial services market has seen strong performance in recent years, with IFAs increasingly looking at new ways to...
Exit strategies available for Independent Financial Advisors
Exit strategies available for Independent Financial Advisors
With the average age of independent financial advisors creeping up to around 55 years old, it’s not surprising tha...
15 Mar 2019
Raising the standards in recruitment advice
Raising the standards in recruitment advice
We all have a network of experts we rely on for their specialist insights, whether that’s turning to an accountant...
05 Mar 2019
What businesses can learn from the Southgate effect
What businesses can learn from the Southgate effect
With the right team you can achieve anything...This year was an unexpectedly memorable event for English football. With ...
20 Aug 2018
The gender pay gap problem in Financial Services: what can be done?
The gender pay gap problem in Financial Services: what can be done?
What does the gender pay gap review mean for your hiring process?The issue of pay can be a loaded one in any business, b...
23 May 2018
Are you digitally engaging your clients?
Are you digitally engaging your clients?
For many Financial Services firms, investing in the future means investing in digital. Here's why.  The last twelv...
16 May 2018
What does 2018 hold for the Financial Services market?
What does 2018 hold for the Financial Services market?
New regulations, competition for talent and a growing market: take a look at the year ahead for Financial Services...The...
05 Mar 2018
What ingredients do you need to build a successful Financial Advice Team?
What ingredients do you need to build a successful Financial Advice Team?
Building any team requires careful thought and preparation, especially if you want yours to thrive in the competitive wo...
11 Dec 2017
Our clients include: