IDEX Consulting Ltd

My client is currently looking for a proactive, detail-driven Paraplanner to join their team in Blackburn. Whether you're early in your paraplanning journey or bring years of experience, this is your chance to make a real impact-supporting advisers and clients. The company offers hybrid working and full exam support.As a Paraplanner you'll be at the heart of our client service delivery. You'll work closely with our advisers to help business owners, professionals, and retirees navigate their financial futures. The Role To work as part of the Wealth Management team providing an excellent service to their clients Support our advisers in helping clients, many of whom are business owner managers, professionals and retired people, in all aspects of wealth management - planning, tax mitigation, investment strategy and asset protection. Specific functions include researching products, funds and solutions, preparing reports for client meetings, highlight areas requiring attention, process new business, prepare suitability reports. Assist the compliance officer in maintaining appropriate systems and controls, including compliance projects and presale file checking. Play an active part in business development initiatives, looking for ways to improve paraplanning and department efficiencies. The Candidate Keen to play an active role in a dynamic team and willing to contribute to the success of the team and the firm as a whole. Passionate about providing great client service. Great at communicating with people at all levels - face to face and in writing. Positive and good at using your initiative. Organised and good at working under pressure. Motivated and well organised. Level 4 Qualified (Or close to completion) For more information please contact me on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

I'm currently working exclusively with a well-established insurance business in Glasgow that is looking to add an experienced Commercial Insurance Broker to its growing team.This is a genuinely attractive opportunity for someone who enjoys the technical side of commercial insurance and takes pride in delivering exceptional service to clients.You'll be responsible for managing an established portfolio of mid-market commercial accounts, handling renewals, negotiating with insurers, arranging cover and supporting clients across a broad range of commercial risks.The role offers plenty of variety, with exposure to property, liability, motor fleet, combined, PI, D&O and other commercial classes.What stands out about this opportunity is the strength of the team around you. The business is well-resourced, has a strong reputation in the Scottish market and continues to invest in its people and growth plans.They're looking for someone with: A strong commercial insurance broking background Experience handling mid-market commercial clients Solid technical knowledge across multiple classes of business Acturis experience (essential) Excellent relationship management and communication skills If you're an experienced commercial insurance professional who enjoys building long-term client relationships and delivering high-quality broking support, I'd be happy to have a confidential conversation. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Our client is a high-growth, technology-led organisation with ambitious plans to build a market-leading insurance business. Significant investment has been committed to accelerating growth, creating a compelling opportunity for an experienced insurance leader to play a key role in shaping the next phase of the journey.This is a rare opportunity to join at a pivotal stage of growth, taking ownership of a high-performing insurance sales operation while helping influence strategy, enhance customer outcomes and drive the continued evolution of the insurance proposition. The OpportunityAs Insurance Sales Manager, you will be responsible for leading and developing a team of insurance professionals in a fast-paced, high-volume environment.You'll create a culture of accountability, performance and continuous improvement, ensuring both commercial and customer objectives are consistently achieved. This is a broad leadership role that combines people management, technical insurance expertise and commercial leadership. You'll be empowered to challenge existing processes, identify opportunities for improvement and play a key role in delivering the next phase of growth. Key Responsibilities Lead, coach and develop a high-performing team of insurance sales professionals, creating a culture built around accountability, customer excellence and continuous improvement. Deliver against ambitious sales, customer and quality objectives through effective leadership and disciplined execution. Drive improvements in productivity, conversion and operational performance through the effective use of data, MI and insight. Act as a technical referral point, supporting complex insurance enquiries and placement scenarios. Build and maintain strong relationships with insurer partners and key stakeholders. Ensure all activity is conducted in line with regulatory requirements and Consumer Duty principles. Identify opportunities to improve customer journeys, processes and ways of working. Contribute to the ongoing development and growth of the insurance proposition, helping shape future strategy and capability. Develop future leaders and build a highly engaged, motivated and professional team. About YouWe're keen to speak with ambitious insurance leaders who combine strong technical capability with a genuine passion for sales, coaching and people development. You'll likely be able to demonstrate: A strong background within the insurance sector, ideally within commercial insurance. Previous experience leading high-performing sales, contact centre or trading teams. A proven track record of delivering growth and driving performance improvements. Strong understanding of insurance products, markets and insurer relationships. Excellent communication and stakeholder management skills. A highly commercial and data-led approach to decision making. The ability to thrive in a fast-paced, evolving environment where change and growth are constant. Resilience, adaptability and the credibility to lead from the front. Professional qualifications such as Cert CII would be advantageous but are not essential. Why Join? Opportunity to join a business making significant investment in insurance and committed to long-term growth. Genuine opportunity to influence strategy and shape the future direction of the proposition. High-growth, entrepreneurial and collaborative environment. Strong career progression opportunities as the business continues to scale. Attractive package including a £64,000 basic salary, lucrative performance-related bonus and comprehensive benefits. The chance to play a key role in building one of the UK's most exciting insurance growth stories. For a confidential discussion and further information, please get in touch. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Want to be part of a new & growing broker in Bristol?This is an exciting opportunity to become a key part of the expansion of an established independent insurance broker, helping to build and develop a new office presence while playing a pivotal role in its long-term success.The successful candidate will be responsible for managing and developing a portfolio of general commercial and corporate clients, providing tailored insurance solutions, building strong relationships, and identifying opportunities for growth. This role would suit a commercially minded individual who enjoys working closely with clients and has the drive and autonomy to make a real impact within an independent broker environment.You will have proven experience within commercial insurance, with a strong understanding of general commercial risks and the ability to deliver a high-quality, consultative service. Experience across haulage, transport, logistics, or motor fleet insurance would be highly beneficial, as knowledge of these sectors would support the continued growth of our specialist client base. However, candidates with a strong commercial insurance background and a passion for developing client relationships are encouraged to apply.As part of this role, you will be responsible for managing existing client relationships, supporting retention and growth strategies, developing new business opportunities, conducting client reviews, and working closely with colleagues to establish the Bristol office as a trusted provider of commercial insurance solutions.This is a fantastic opportunity for a driven Commercial Account Executive who is looking for the opportunity to influence, grow, and be part of something exciting. You will benefit from the flexibility and personal approach of an independent broker, alongside the opportunity for career progression, competitive rewards, and the chance to play a key role in the success of a growing team. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Are you an experienced Commercial Account Executive looking for a fresh challenge with the backing of a major insurance group? Or perhaps you're a successful Commercial Account Handler ready to take the next step in your career and move into an Account Executive role?We're working with a well-established insurance brokerage that combines the agility and personal service of a local broker with the strength, market presence, and resources of a much larger group. This unique position gives you access to a wider range of insurers, enhanced placement opportunities, and a recognised brand that can help you win and retain business more effectively. The Opportunity As a Commercial Account Executive, you'll be responsible for developing and managing a portfolio of commercial clients, building long-term relationships, and identifying opportunities to grow your book of business. You'll be supported by an experienced team and have access to the tools, markets, and expertise needed to succeed. What You'll Be Doing Developing new business opportunities and growing an existing client portfolio. Building strong relationships with commercial clients across a range of sectors. Delivering tailored insurance solutions to meet client needs. Working closely with internal teams to ensure excellent client service. Retaining and expanding existing business through proactive account management. Representing the business in the local market and building your professional network. About You We're keen to speak with individuals who have: A proven track record as a Commercial Account Executive within the insurance market; or Experience as a Commercial Account Handler looking to progress into an Account Executive role. Strong knowledge of commercial insurance products and markets. Excellent communication and relationship-building skills. A driven, client-focused approach with a passion for developing business. The ambition to grow your career within a supportive and expanding organisation. What's on Offer? Salary up to £70,000 depending on experience. The backing of a large, reputable insurance group. Access to wider insurer markets and enhanced placement capabilities. Genuine career progression opportunities. A supportive environment that encourages personal and professional growth. The chance to build and develop your own successful portfolio of clients. If you're looking to join a business that offers the best of both worlds-a local broker's approach with the strength of a national group behind it-we'd love to hear from you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Not only is this your opportunity to build out the marine team of a fiercely independent retail and wholesale broker, you'll also take ownership of an existing marine book of business generated from their European offices, meaning you won't be starting from scratch. You'll be responsible for placing internal marine hull (brown water) and marine cargo business as it comes through, building strong relationships across the European network and ultimately being given the platform to grow and shape the division as you see fit. You'll work closely with the Head of Specialty, a genuinely great leader with an excellent track record of building high-performing teams by simply putting people first. This is a real opportunity for a Senior Marine Broker or Producer looking to step into a leadership role and take ownership of a growing marine division. If you're the sort of Marine Broker or Producer who wants to have a voice, bring ideas to the table and be trusted to go and make things happen, this is exactly the kind of environment where you'll thrive. As an insurance recruitment business, we've placed more than 20 people into this firm over the years and the feedback has always been exceptional. The culture is genuinely people-focused, management is flat and accessible, and there's none of the corporate red tape you often find in the larger Lloyd's brokers. There are good markets already in place (if you have some additional markets to bring, even better). The platform is certainly there, but as a marine insurance professional, this is your opportunity to make it your own. On offer is a salary of up to £120,000 plus bonus/commission. We're keen to speak with market-facing Marine Brokers and Producers, particularly those who enjoy building something, driving strategic growth and making a name for themselves in the market. At the moment, this firm are better geared for brown water marine hull and cargo business as opposed to large complex H&M If you have a CV that's great, but if it's not up to date as yet, not to worry - Simply get in touch for more information Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Our client is a highly respected independent insurance brokerage that has built an excellent reputation through delivering outstanding client service, technical expertise and long-standing relationships. With a very small, close-knit team, the business offers something that's increasingly difficult to find in today's market: the opportunity to genuinely influence and shape the future of the business. This is an environment where your ideas are valued, decisions are made quickly and your contribution has a visible impact. As part of their continued growth, they are seeking an experienced Commercial Broker with strong Property & Casualty experience to join the team. The Role This is a broad, client-facing position, working closely with the leadership team and managing a varied portfolio of commercial clients. Responsibilities will include: Managing and developing commercial client relationships across a range of industries. Providing advice across a broad spectrum of Property & Casualty risks. Handling renewals, new business and mid-term adjustments. Negotiating with insurers to achieve the best outcomes for clients. Identifying opportunities to grow and strengthen existing relationships. Delivering a high level of technical and relationship-led service. Working collaboratively within a small team where everyone plays an important role in the success of the business. About You We're keen to speak with individuals who: Have solid commercial insurance broking experience. Possess strong technical knowledge across Property & Casualty insurance. Enjoy building long-term relationships with clients and insurer partners. Are proactive, commercially minded and self-sufficient. Thrive in an entrepreneurial environment and enjoy the variety that comes with working in a smaller business. Want the opportunity to make a genuine impact and help shape the future direction of a growing independent brokerage. For a confidential discussion and further information, please get in touch. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

The Opportunity We are excited to be partnering with an established and growing Lloyd's insurance broker who is seeking an experienced Producer Broker to join its London team. This opportunity would suit a commercially minded insurance professional who enjoys building client relationships, developing new business and structuring solutions for complex risks. The business offers a collaborative, entrepreneurial environment where individuals are empowered to make decisions, contribute ideas and play an active role in future growth. Applications are welcomed from brokers with expertise across a range of specialty classes including Property, Casualty, Professional Lines, Marine, Cyber and other niche areas. Key Responsibilities Business Development Develop and grow a portfolio of clients through existing relationships, market networks and new business activity. Identify and secure opportunities for profitable growth across target sectors and classes of business. Build long-term relationships with clients, acting as a trusted adviser on insurance and risk management matters. Broking & Placement Design and deliver insurance solutions for a broad range of client requirements, including complex and non-standard risks. Negotiate with Lloyd's and company market underwriters to achieve the best possible outcomes for clients. Maintain a strong understanding of market conditions, capacity trends and emerging risks. Relationship Management Build and maintain strong relationships with insurers, underwriters and key market stakeholders. Work collaboratively with technical, claims and operational teams to ensure excellent client service. Represent the business within the wider market, helping strengthen its profile and reputation. Candidate Profile The successful individual is likely to demonstrate: A proven track record within the London Market, specialty insurance or Lloyd's environment. Strong business development capabilities and a network of established market relationships. Experience placing complex or specialist risks. A commercial mindset with a focus on client outcomes and revenue growth. Strong negotiation, communication and relationship-building skills. The ability to work autonomously while contributing positively to a team environment. Candidates with an existing portfolio of business, established client following or demonstrable revenue generation experience will be particularly well suited to this opportunity. What's on Offer The opportunity to join a growing and ambitious business with a strong market reputation. A collaborative culture that values initiative, accountability and entrepreneurial thinking. Access to experienced technical, operational and claims support teams. Genuine scope to influence strategy, contribute to growth plans and develop your career. A competitive remuneration and benefits package reflective of experience and business generation capability. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

A highly respected wealth management firm based in the financial centre of Leeds is seeking an experienced Senior Technical Paraplanner to join its growing team. The business specialises in delivering bespoke financial planning and wealth management solutions, with a strong focus on helping clients preserve and grow their wealth through tailored, long-term financial strategies. The firm is known for its client-first approach, technical excellence and commitment to building lasting relationships. The Opportunity This is an excellent opportunity for a technically strong and detail-oriented Paraplanner to play a key role in supporting Financial Advisers through high-quality research, suitability reporting and financial planning analysis. The successful candidate will be responsible for producing accurate and compliant client reports across pensions, investments, retirement planning and wider financial planning solutions, while ensuring work is delivered within agreed service standards. Key Responsibilities Preparing detailed client suitability reports and portfolio reviews Conducting technical research across pensions, investments and financial planning products Producing and maintaining cashflow models to support client recommendations Responding to technical queries from Advisers and clients Carrying out provider and product due diligence Monitoring preferred provider panels and market developments Supporting the maintenance of technical tools, templates and standard documentation Ensuring all work adheres to FCA regulatory and compliance standards Using financial planning and back-office systems to support efficient case management About You The ideal candidate will be an experienced Paraplanner with strong technical knowledge and the ability to communicate complex financial planning concepts clearly and effectively. You will be proactive, highly organised and comfortable working in a fast-paced, professional environment while supporting Advisers in delivering outstanding client outcomes. Skills & Experience Required Strong technical knowledge of pensions and financial planning Proven experience within an FCA regulated environment Excellent suitability report writing skills Experience with cashflow modelling and retirement planning Strong provider and product research capabilities Competent user of Excel and financial planning/back-office systems including iO High attention to detail and strong organisational skills Ability to manage multiple priorities and deadlines effectively Qualifications CII Diploma qualified (or equivalent) Working towards Advanced Diploma and Chartered status preferred What's on Offer Opportunity to join a well-established and growing wealth management firm Collaborative and supportive working environment Exposure to high-quality clients and complex cases Ongoing professional development and support towards Chartered status Competitive salary and benefits package Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Overview of Our Client Our client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group. The Role The successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group's modern wealth management propositions. Key Responsibilities: Relationship management: act as the primary point of contact for an existing book of approximately 500 active clients Holistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structures Business growth: identify opportunities within the existing client base for additional services and generate new referrals through professional connections Compliance: maintain the highest standards of regulatory compliance and "best-in-class" client outcomes in line with group policy Candidate Requirements We are looking for individuals at various stages of their career. Whether you are a seasoned Adviser looking for a secure client bank or a newly qualified professional seeking a structured path to success, we want to hear from you. For Experienced Advisers: Level 4 diploma (DipPFS or equivalent) is essential; level 6/Chartered status is highly desirable Proven track record in a client-facing advisory role Strong technical knowledge across holistic financial planning For Junior/Trainee Advisers: Must be level 4 diploma qualified, you do not need to have CAS yet! Demonstrable experience in a support role (paraplanning or technical admin) with a desire to move into advice Exceptional communication skills and the "EQ" required to manage long-term client relationships A "hungry" attitude toward professional development and a commitment to achieving CAS (Competent Adviser Status) quickly Why Join This Firm? Ready-made client bank: no need to bring your own "transferable" book; you will be handed a portfolio of loyal clients from day one Succession planning: you will benefit from a structured handover from Directors with 40+ years of experience Tech-driven efficiency: benefit from an in-house technology department that designs bespoke tools to reduce your administrative burden Career pathway: access to a dedicated training and competence framework and mentorship from Senior Adviser Managers Stability: backed by private equity investment, the group is on a clear, well-funded growth trajectory Application Process If you are a motivated financial professional looking to build a career in a supportive, modern and growing environment within East Anglia, please submit your CV for consideration. Please apply to this advert, or reach out to Tom Roberts for more information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An exciting opportunity has arisen for a Paraplanner to join a growing financial planning practice in the centre of London. Hand in hand with a competitive salary you will have the option of working from home 2 days a week and in the central location office for 3 daysThis is not your average paraplanning role, you will be working closely with the Financial Planners, sitting in on client meetings and understanding the importance of building and maintaining relationships with clients. This role will set you up for your future and you will be provided with the opportunity to move into financial advice should this be your career aspirations.The ideal candidate will hold the level 4 diploma and have previous experience as a Paraplanner.Key duties and responsbilities include: Attending client meeting Writing engagement letters Request for information Writing suitability reports Keying stopping/changing/starting contributions/withdrawals Completing provider forms Updating back office systems Update calculators Cash & rebalance reports Rebalancing Checking CGT reports CF calculations Phased investments Update/create event lists For more information on this paraplanning opportunity, please click apply and we will be in touch! Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An established and highly regarded wealth management firm is looking to appoint a Financial Planning Administrator to join its growing support team. This is a fantastic opportunity for someone looking to build a long-term career within financial services and gain exposure across investments, pensions and wider financial planning administration within a supportive and professional environment. The successful candidate will support Advisers and Paraplanners with a broad range of administrative duties, including: Processing new business Preparing client documentation and review packs Liaising with clients and providers Managing ongoing queries and transactions Maintaining accurate records and documentation Supporting the wider team with day-to-day administration The role requires someone who is highly organised, detail-oriented and confident communicating with both clients and colleagues. Candidates should have strong administration skills, a professional approach and the ability to manage workloads effectively in a busy environment. Benefits Include: 29 days holiday plus bank holidays Hybrid working with 2 office days per week Pension contribution Annual training and development budget Income protection and death in service cover Profit share scheme after one year of employment This is an excellent opportunity to join a respected business that genuinely invests in its people and offers long-term progression within wealth management. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base. Key responsibilities will include: Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back-office system Planning, booking and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals and beneficial ownership queries The ideal candidate will have: Previous experience in a financial planning administration role Strong communication and interpersonal skills Excellent organisation, diary management and planning abilities High attention to detail and accuracy The ability to work independently and use initiative A professional and confident telephone manner A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment.If this opportunity aligns with your aspirations, or if you know someone who could be a good fit -please reach out in confidence to Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

I'm working with an Award Winning, growing, modern financial planning firm looking to appoint an experienced Chartered Financial Planner to join its London-based team. This is an opportunity to join a progressive business with a strong reputation for client service, collaborative culture, and ambitious growth plans. The role would suit an adviser who enjoys building long-term client relationships, delivering holistic financial planning, and contributing to the continued growth of the business. The Role You'll be responsible for: Delivering high-quality financial planning advice to existing private HNW and UHNW clients Managing and developing ongoing client relationships to facilitate a steady transition of clients across from existing directors Conducting annual reviews and presenting clear, engaging recommendations Growing your client bank through referrals, networking, and professional connections Working collaboratively with paraplanning and client support teams Supporting a positive, client-focused culture across the wider business About You Chartered/level 6 status Experience in financial planning/advice Strong track record of client relationship management and business development Commercially minded with a proactive and professional approach Excellent communication and interpersonal skills Comfortable working in a collaborative, technology-enabled environment What's on Offer Competitive salary up to circa £100,000 plus bonus structure up to 35% of salary Hybrid/flexible working Strong support infrastructure Career progression opportunities within a growing business including the opportunity to manage/mentor some of the existing advisors. Positive and collaborative working culture Ideal for an ambitious adviser looking to join a forward-thinking firm with a strong long-term vision. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Overview We are seeking an experienced and proactive Administration Team Leader to oversee the day-to-day running of a busy client services administration function within a professional financial services environment. This role is responsible for leading, developing and supporting an administration team to deliver excellent client outcomes, operational efficiency and high service standards. The successful candidate will be a people-focused leader with strong organisational skills, a collaborative approach and a commitment to continuous improvement and regulatory excellence. Key Responsibilities People Leadership & Development Lead and manage the administration team on a day-to-day basis Provide direct line management, coaching and ongoing support to team members Conduct regular 1:1 meetings, performance reviews and feedback sessions Set clear expectations and monitor performance against agreed service standards and KPIs Support recruitment activities, onboarding and training of new team members Foster a positive, collaborative and supportive team culture Operational Delivery & Workload Management Plan, prioritise and allocate workloads to ensure SLAs and turnaround times are consistently achieved Maintain high levels of quality, accuracy and professionalism across all administration activities Resolve day-to-day operational issues and escalate risks, resourcing concerns or capacity challenges where appropriate Ensure processes are consistently followed and records remain accurate and audit-ready Client Service Excellence Champion a responsive, client-focused service culture Ensure client and Adviser queries are managed efficiently and resolved within agreed timescales Promote clear, consistent and professional communication across all client interactions Collaboration & Stakeholder Support Work closely with Advisers, Paraplanners and wider operational teams to ensure smooth and efficient client journeys Build strong internal relationships to support effective teamwork and service delivery Attend other office locations as required Process Improvement & Technology Identify opportunities to improve operational processes and team efficiencies Encourage consistent and effective use of CRM systems and workflow tools Produce and maintain simple management information (MI), including workload volumes, turnaround times and backlogs Share operational insights and recommendations to support continuous improvement Regulatory Compliance Ensure all activities are completed in line with FCA expectations, internal policies and data protection requirements Promote best practice and support internal audits and compliance reviews Maintain awareness of regulatory changes and ensure processes remain compliant Skills & Experience Required Previous experience leading or supervising an administration or client services team Experience within financial services, wealth management or a regulated environment is highly desirable Strong organisational and workload management skills Excellent communication and stakeholder management abilities Proven ability to coach, motivate and develop team members Strong attention to detail and commitment to quality standards Comfortable working with CRM systems and workflow management tools Good understanding of service KPIs, SLAs and operational reporting Knowledge of FCA regulations and data protection requirements preferred Personal Attributes Positive and collaborative leadership style Proactive, solutions-focused approach Calm under pressure with strong problem-solving skills High level of professionalism and accountability Continuous improvement mindset with a focus on delivering excellent client outcomes Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

My clients is currently looking for a Corporate Actions specialist to join their team in Blackpool and be a subject matter expert to the team.The successful candidate will be responsible for providing deep technical expertise across complex corporate action events, acting as a point of escalation, quality control, and knowledge leadership within the Corporate Actions function. Key Focuses Upskilling and mentoring operational staff Interpreting and managing complex, high-risk and non-standard corporate actions Processing complex, high-risk and non-standard corporate actions Ensuring regulatory, jurisdictional and tax considerations are correctly applied Supporting a UK and Channel Islands wealth management business Duties and responsibilities Act as the primary technical authority for complex and non-standard corporate action events, including but not limited to: Tender offers, schemes of arrangement, mergers, demergers, re-domiciliation and restructurings Events with jurisdictional restrictions, solicitation limitations and regulatory sensitivities Events involving overseas markets, depositary interests and custody chains. Interpret issuer documentation, circulars and offer terms to determine: Correct processing requirements Client eligibility and restrictions Instruction mechanics and deadlines Settlement, consideration and entitlement treatment. Lead and support the technical development of Corporate Actions staff, including: On-the-job coaching and mentoring Technical walkthroughs of complex events Support with interpreting offer documentation and restrictions. Contribute to the development and maintenance of: Corporate actions procedures Technical guidance notes and FAQs Training materials and reference documentation. Act as a go-to escalation point for complex queries from within Operations, Front Office and Client Services. Extensive Benefits Package Includes: Pension: Up to 7.5% employer matching (4.5% employee minimum contribution) Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health Life Assurance: 4x annual salary (from start date) 25 days holiday, increasing with tenure (+ bank holidays) Share Incentive Plan: Company matched shares (after 6 months) Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan Enhanced Maternity & Paternity Leave Wellness Days, flu jabs, eye care vouchers Microsoft Office for home use Discounts on the company's own investment services Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

My client has an immediate vacancy for a Financial Planner in Liverpool, (ideally Chartered), to take over an established book of existing clients and qualified new business opportunities. The Role You will work in conjunction with a designated support team to produce advice reports to business and regulatory standards and implement solutions agreed with clients You will work to agreed budgets and working practices as confirmed by the business and the direct reporting lines, helping our commitment to achieve growth via generating new business A framework to work to, ensuring that high standards of client care are met by demonstrating competence in all stages of the advisory process, operating at all times in a manner which benefits a certified Person and complying with the FCA's Statements of Principles and the firm's documented performance measures/standards and compliance plan An environment that will allow and expect you to demonstrate a commitment to Treating Customers Fairly and deliver good customer outcomes A framework to ensure maintenance of competence by constantly reviewing own training needs and, in conjunction with your Supervisor, addressing those needs in an appropriate and timely manner evidenced by an up to date Statement of Professional Standing (SPS) Processes to help you deliver ongoing services in a timely manner as determined by the business to a number of existing clients who pay regular fees to receive a designated level of service What you need to have: Attained and current Statement of Professional Standing (SPS) from CII A good level of relevant industry experience Excellent interpersonal and communication skills Comprehensive industry and technical knowledge Able to work in a structured, efficient manner, using support staff where necessary What makes you stand out: Qualified to Chartered Status with CII Pension Transfer Specialist qualified Knowledge of Intelliflo Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.