Financial Services

My client is currently looking for an experienced Independent Financial Adviser to join their team in Penrith. Our client is a highly-reputable advisory and professional services business with long standing presence in the north. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm. You will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice. You will be supported with an established and growing Business Development, Marketing and Operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region. The successful candidate can expect to join a prestigious employer and brand in the region, be equipped with a proposition equipped to support clients in achieving their objectives, and receive a strong starting salary and bonus package. What will equip you for success in this role: A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions. A history of delivering quality, fee based advice to individuals across Pensions, Investments, Protection and complex case work. Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status Track record in retaining and growing portfolios of business within Financial Services Able and willing to travel regionally to accommodate client facing appointments Why you should apply: This is an opportunity to join a well-established Wealth Management practice with a supportive Professional Services practice that has significant lead opportunity Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region Competitive starting salary, bonus structure and package Flexible working, with structured career and professional development initiatives. This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com 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 is currently looking for an experienced Independent Financial Adviser to join their team in Carlisle. Our client is a highly-reputable advisory and professional services business with long standing presence in the north. With a history of delivering a truly tailored and scalable service to its clients, this is a great opportunity to join this firm. You will take over a high quality book of existing clients across the region, but with a focus on growing new client advice through internally networking with a supportive and well-established accountancy practice in the region to cross-link business owners and entrepreneurs to holistic and independent financial advice. You will be supported with an established and growing Business Development, Marketing and Operations function, leaving you to leverage your expertise in a client-facing capacity, advising clients across the region. The successful candidate can expect to join a prestigious employer and brand in the region, be equipped with a proposition equipped to support clients in achieving their objectives, and receive a strong starting salary and bonus package. What will equip you for success in this role: A willingness to cross-network with internal and external connections, with an ability to start conversations, unearth problems and provide simple solutions. A history of delivering quality, fee based advice to individuals across Pensions, Investments, Protection and complex case work. Diploma level 4 qualified as a minimum but with an interest of being supported to achieving Chartered status Track record in retaining and growing portfolios of business within Financial Services Able and willing to travel regionally to accommodate client facing appointments Why you should apply: This is an opportunity to join a well-established Wealth Management practice with a supportive Professional Services practice that has significant lead opportunity Growth focused brand with masses of internal and external client opportunities, through brand promotion, marketing and decades of presence across the region Competitive starting salary, bonus structure and package Flexible working, with structured career and professional development initiatives. This is an exciting opportunity to join a fast-growing, advice-led and fully independent practice, with true prestige in the market. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com 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 tired of outdated processes and technology, want to maximise your time spent with clients and not navigating outdated platforms? My client is redefining how financial advice is delivered - using a next-generation, end-to-end platform powered by AI, open banking integration, and real-time property data feeds. Our tech-enabled model drastically improves Adviser efficiency by automating time-consuming tasks - including AI-generated full suitability reports - so you can focus on what matters: building trusted relationships with clients. We're looking for a self-motivated Financial Adviser with a passion for modern advice delivery, to join our growing team in the Taunton/Somerset area. You'll benefit from inheriting a book of medical professionals and enjoy the autonomy of a hybrid working environment. What we're looking for: Level 4 qualified Financial Adviser (minimum) Experience serving high-net-worth or mass-affluent clients A strong communicator with a client-first, tech-forward mindset Ideally, experience or network in the medical sector Highly self-driven and comfortable in a hybrid working model What you'll do: Inherit an established client book focused on medical professionals Grow and manage your client base, using our cutting-edge tech stack Leverage AI-driven suitability reports and integrated open banking feeds Provide holistic, compliant financial advice across pensions, investments, protection and more Build and maintain long-term relationships with individuals, families and high-net-worth clients Collaborate with our private banking and family office partners to expand your network and offering What we offer: Inherited book of warm, loyal clients in the Taunton/Somerset area Competitive base, performance bonus. Progression opportunity to Senior Partner A fully integrated AI platform that significantly reduces admin time Access to professional services partnerships and HNW client channels Flexible hybrid work model with regional support Growth-focused environment with a forward-thinking leadership team Ready to modernise your advice career? Apply now to join a fast-growing, tech-led business with a supportive, entrepreneurial culture - and start doing more of what you love: helping clients succeed. 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 partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into the business this year. The business local to Bromsgrove offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. Coupled with a strong reputation, this sets it apart from their competition on the market. Role responsibilities include; Preparing pre-approval documentation prior to report writing. Utilising all technology to produce accurate solutions for clients. Providing accurate, timely and compliant suitability reports. Ensuring all advice documentation is compliant according to FCA guidelines. Working with the adviser to gather sufficient client information. Applicant requirements include; Diploma in Financial Planning (or strong progression towards) Experience in a regulated financial advice environment, demonstrating quality communication A high standard of written and numerical skills An ability to demonstrate report-writing skills Benefits of joining this business; Hybrid / flexible working Get paid for further studies Examinations, training and development funded by employer Full employee benefits package including health and flexi-bens Competitive bonus Great flexible holiday allowance 25+ that rises with service Social and inclusive culture 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 is currently looking for a HR Assistant to join their team in Blackpool. The successful candidate will be the first point of contact to the business regarding HR administration related queries, managing and completing daily HR work and administration. You will support ad-hoc HR projects as required and provide assistance to the Head of HR and Senior HR Business Partner where required. Role responsibilities Ensure the HR systems are maintained with current information Managing the HR mailbox ensuring that queries are dealt with Seek ways to improve the service HR provides to the business Complete general HR administration for joiners and leavers including onboarding and offboarding, payroll instruction, performance management and holiday Manage the length of service awards Help the HR team to deliver training initiatives by organising all logistics including booking meeting rooms, printing training packs, liaising with vendors for training materials etc. Manage all aspects of the onboarding process for all new joiners Support the HR team with managing the recruitment process across the company Manage work experience and internship requests in line with business needs Manage the relationship with the pre-employment screening provider Work with the HR team to ensure that all HR processes are compliant with GDPR legislation Ensure all training sessions run smoothly and on time The company offers an exceptional benefits package that includes ongoing training and support. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com 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.

We are working with a large wealth management company looking to take on a Financial Services Administrator to support one or more Financial Planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning! Or someone who wants to remain as a career Administrator! Responsibilities will include but will not be limited to: Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently Preparation for client meetings and attend as and when required Provide the business support necessary in meeting strategy and business objectives, as required Process all business in accordance with required processes & proactive pipeline management Prepare and print illustrations, key features and applications as required Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures Request policy information from third party policy providers Coordinate and produce client valuations as part of the advice delivery process Maintain client records in accordance with internal Compliance requirements Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients Maintain an awareness of, and act in accordance with, all compliance and legislative obligations Cover front of house responsibilities as and when required Skills and qualifications: Have either worked within an administration role in financial services Have an understanding of GIA, ISA, SIPP's A proven strong ethic of client service Proficient IT skills in core Microsoft Office systems Organisation and prioritisation skills being able to work independently and within a team Professional telephone manner along with excellent written communication skills; to have an eye for detail Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems This is a fantastic opportunity for someone wanting to join a firm that will support and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone! This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided. There are individuals within the financial planning and paraplanning team that started their financial services career within this exact role! For more information on this firm and position please click apply! 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 thrilled to be partnering with a boutique independent financial advisory firm that is seeking an experienced Financial Planner based in Dorset. This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies and business financial planning. As a well-established firm, their ongoing success has resulted in the creation of a brand-new IFA position. This is a remote position, giving Advisors autonomy and free-reign to manage their desks accordingly. Candidates however do need to be commutable distance from Dorset in order to manage their clients effectively. The ideal candidate will: Hold CAS - or be working towards Level 4 diploma qualified Experience using Microsoft Word and Excel and databases Desire to be a successful Financial Planner The successful candidate will need to be local to Dorset and be level 4 diploma qualified. If this role sounds like it could be for you and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com 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 Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning. Location: Home-based (Ideally local to Bristol for occasional meetings) Package: Base Salary: £65,000 (flexible for the right candidate) Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation Key Requirements: Minimum 2 years' experience in financial advice CAS status (Competent Adviser Status) is essential Proven experience in pension advice Perks: 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com 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.