Financial Services

My client is currently looking an experienced SIPP Administrator to join their team in Edinburgh. THE ROLE: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Process regular and ad-hoc payments for clients in retirements Administer a whole life cycle of a SIPP from transfers to retirements Perform necessary technical calculations Process investment withdrawals for one off and regular payments on time for payments to the members on time Process member benefit payroll and use Sage Payroll to calculate tax Use HMRC online services to process income tax Have timely communication with the advisers and members to notify them of any issues with the member's request Ensure all requests are tracked till completion Being involved in projects within the administration department Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties Build relationships with our advisers and clients and deliver exceptional communication and service Ensuring full compliance with the Service Level Agreements Improve and/or maintain Quality Assurance across all areas of your work Embed risk management in all aspects of your work Ability to resolve complaints effectively SKILLS NEEDED: Strong SIPP knowledge and experience Contribute effectively to our wider business success within the group Strong attention to detail and the ability to perform under pressure Excellent organisational and multi-tasking skills Excellent numerical and customer services skills Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Proficient with Microsoft Office, in particular Excel The company offers good benefits and hybrid working. For more information please contact Lynn Wilson 07918211987 or email lynn.wilson@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.

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Paraplanner Manager to join their team in Perth. Role Overview: As a Paraplanner Manager, you will oversee and manage a team of Paraplanners to ensure the delivery of a high-quality, compliant, and efficient financial planning service. The role includes: Key Responsibilities: Team Management: Conduct 1:1s, appraisals, and performance management for Paraplanners. Oversee work-flow management and collaboration between Paraplanners, Advisers, and management. Serve as the main point of contact for technical queries and ensure the team's ongoing training and development. Technical Support: Provide case/file checks and assist with suitability reports, compliance standards, and financial recommendations. Keep updated on FCA regulations and communicate relevant updates to the team. Client-Focused Activities: Participate in client meetings when necessary. Oversee portfolio reviews, prepare client recommendations, and manage portfolio adjustments and suitability assessments. Process Improvement: Collaborate with management to streamline work-flows, enhance processes, and ensure adherence to compliance controls. Implementation of Recommendations: Handle detailed tasks such as preparing suitability reports, completing applications, and adjusting investment portfolios. File Management: Ensure client files are complete, compliant, and well-documented to support financial planning recommendations. Qualifications & Knowledge: Attained or working towards the Diploma in Regulated Financial Planning. Knowledge of current Financial Planning regulations and processes. Knowledge and understanding of the high level standards expected by the FCA - in particular the following sourcebooks: - Principles for Business (PRIN) - Code of Conduct (COCON) - General Provisions (GEN) - Dispute Resolution: Complaints (DISP) - Business Standards COBS / ICOBS / MCOB / CASS. Understanding and knowledge / awareness of other relevant legislation such as: - The FCA's money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) Guidance and other relevant financial crime legislation, including the Bribery Act. Skills & Experience: Knowledge of financial planning practices and compliance standards. Strong communication skills, both technical and interpersonal. Demonstrated ability to manage, train, and mentor a team. Hands-on experience in suitability reporting, client interaction, and portfolio review. They offer a highly competitive salary package Benefits include employer funded group personal pension, Income Protection, PMI and an excellent holiday allowance. 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.

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 12% and private medical care. You will be dealing with a variety of administration tasks connected to the running of a pension scheme including data changes, leavers, setting up benefits into payment and annual scheme updates. As a senior member of the team you will take responsibility for the allocation and management of work in the team and be checking junior member of the teams work. You will be performing pensions calculations, with the support of your team and be involved in the more complex work. You will work as part of a team, collaborating to continuously improve processes and service to clients. This is a brilliant opportunity to progress your career with a forward thinking organisation and there will be many opportunities to grow your career. Please apply if you have the relevant DB pension experience. 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.

Idex Consulting have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 12% and private medical care. You will be dealing with a variety of administration tasks connected to the running of a pension scheme including data changes, leavers, setting up benefits into payment and annual scheme updates. You will be performing pensions calculations, with the support of your team and enter pensions data. You will work as part of a team, collaborating to continuously improve processes and service to clients. This is a brilliant opportunity to progress your career with a forward thinking organisation and there will be many opportunities to grow your career. Please apply if you have the relevant DB pension experience. 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.

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function. Your duties will include but will not be limited to: Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed Undertake quotes using relevant in-house platforms or request quotes from external providers Undertake the necessary research and analysis Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely Discuss the reports with the Financial Adviser, amending as necessary Instruct the IFA Administrator to proceed with preparation of the pack for the client Pre-populate client application forms ready for the Financial Adviser to discuss with the client Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review work-flow across the team Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened Support the Treating your Customers Fairly (TCF) initiative For you to be a successful candidate: Financial Planning Diploma qualified (or equivalent professional qualification) Demonstrable paraplanning experience Experience of, or understanding and a willingness to work with a centralised investment proposition Proven ability to work with templated suitability reports Experience of including additional bespoke explanations for recommendations made outside of the standard template The ability to prioritise and juggle workload Excellent communication skills, both written and verbal Attention to detail Client confidentiality Knowledge of Microsoft Office software applications Benefits: Salary up to £38k 2 days home 3 in the office Learning support and will pay for qualifications Study groups 5% pension 4x DIS PMI Critical illness cover Group protection This is a fantastic opportunity for a Diploma Qualified Paraplanner to work in one of the hubs across the UK! If you would like further information please 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.

A national Wealth Management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to either the Chester or Newcastle based offices, the role will be a home-base contract, with an expectation of being available to visit the offices up to twice per month, and so the successful candidate needs to be commutable to one of the offices. Working directly with 1 Financial Planner and 1 Administrator, responsibilities include; Prepare draft recommendation reports to be discussed and signed off by the Advisor Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Advisor. Request and review all necessary information and undertake financial analysis to produce financial reports. Undertake research to identify suitable solutions to meet the client's needs. The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration. Support for further qualifications are also available. The successful candidate Level 4 diploma qualified Recent and relevant experience within a Paraplanning capacity A self-starter and strong communicator 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.