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."
Lifestyle Financial Planner
  • Salary: £70000 - £90000 per annum
  • Location: Surrey
  • Sector: Financial Services
  • Description: Are you an Independent Financial Planner who enjoys lifestyle planning for high value clients? We are working with a highly regarded planning firm who seek an Advisor to join the business...
Independent Financial Advisor
  • Salary: £72000 - £76000 per annum
  • Location: London
  • Sector: Financial Services
  • Description: Are you a Financial Advisor with a loyal client bank looking for a client centric environment that can also offer reward for your success? Would you like to supplement your existing clients with a steady lead flow of...
Investment Analyst
  • Salary: £35000 - £45000 per annum
  • Location: Leicester, Leicestershire
  • Sector: Financial Services
  • Description: Morningstar Direct: Implement and embedDevelop automated architecture and processes for:Monthly quantitative fund reviewsMonthly quantitative fund peer comparison reviewsAnnual quantitative and quali
Financial Planner - Taking over a client bank
  • Salary: £60000 - £70000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Financial Services
  • Description: Many Financial Planner that we speak to have ambitions to start their own business, but with PI charges and other challenges in the current climate it is a huge risk. Its rare to have an opportunity to take over a...
Independent Financial Advisor
  • Salary: £72000 - £76000 per annum
  • Location: Exeter, Devon
  • Sector: Financial Services
  • Description: Are you a Financial Advisor with a loyal client bank looking for a client centric environment that can also offer reward for your success? Would you like to supplement your existing clients with a steady lead flow of...
Independent Financial Advisor - Introducers
  • Salary: £70000 - £80000 per annum
  • Location: Cambridge, Cambridgeshire
  • Sector: Financial Services
  • Description: Are you a Financial Advisor with a loyal client bank looking for a client centric environment that can also offer reward for your success? Would you like to supplement your existing clients with a steady lead flow of...
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
How to make your telephone interview a success
How to make your telephone interview a success
Here are some things to know before you pick up the phone.The humble telephone interview might not be the first thing yo...
01 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 hidden benefits are employees looking for?
What hidden benefits are employees looking for?
When attracting candidates, salary isn't the only thing you should be taking into account...In such a competitive market...
17 Jan 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: