Financial Services

We are working with a growing National Finanical Planning firm looking to hire a Business Analyst on a remote basis. As a Business Analyst, you will play a crucial role in bridging the gap between business needs and technological solutions. Your primary responsibility will be to analyse and understand complex business processes, identify areas for improvement, and provide strategic recommendations to enhance overall efficiency and effectiveness. The successful candidate will hold experience in the Financial Advice and Wealth Management Industry, possess strong analytical skills, exceptional communication abilities, and a proven track record of successfully leading business analysis initiatives. Duties include but will not be limited to: Business Process Analysis Analysis of existing processes to identify improvement and automation opportunities. Collaborate with stakeholders to align processes with business objectives Requirements Gathering & Documentation Gather, document, and prioritize business requirements. Ensure alignment with goals and manage stakeholder expectations. Data Analysis Interpret complex data to identify trends and insights. Support decisions with data-driven recommendations. Solution Design Partner with technical teams to design scalable solutions. Ensure alignment between business needs and technical specs. Project Management Lead business analysis tasks and track project milestones. Communicate progress, risks, and issues to stakeholders. Continuous Improvement Identify and promote ongoing process improvements. Stay current with industry best practices. Benefits include: Up to 30 days annual leave + bank holidays 10% bonus Flexible and hybrid working Private medical insurance Healthcare cash plan 5% employer pension contribution Study support to develop and progress For more information on this remote working business analyst role 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 currently partnering with a boutique independent financial advisory firm that is seeking an experienced Financial Adviser to join their office which is based in between Portsmouth and Southampton. 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. Requirements: Diploma qualified as a minimum Experience of giving regulated advice and ideally CAS / SPS Be able to demonstrate strong client service skills Need to be passionate, proactive, and be able to self-motivate What's on Offer: Hybrid/Flexi working Discretionary bonus + strong commission structure Generous annual leave + bank holidays If this opportunity aligns with your aspirations-or if you know someone who could be a good fit-please reach out in confidence 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.

A leading UK-based wealth management firm is seeking an experienced and client-focused Independent Financial Adviser to join their team in Leamington Spa. This role can be structured on either a self-employed or employed basis, offering the flexibility to work from home while also providing access to regional office locations when required. As an adviser, you'll work closely with clients to understand their current financial position and long-term goals, creating tailored strategies to help them achieve financial independence. This is a fantastic opportunity to become part of a progressive, planning-led organisation that places clients at the centre of everything it does. Key Responsibilities: Deliver tailored advice by following a six-stage advice process that ensures long-term, high-quality client outcomes Conduct in-depth financial reviews and formulate personalised financial planning reports Maintain ongoing relationships with clients, adapting plans as their needs and legislation evolve Develop new business through referrals, networking, and internal lead generation programmes Proactively use marketing and social platforms to build your presence and attract new clients Meet clients in person or via digital platforms, depending on client preference and need Provide accurate management information and maintain professional compliance standards What We're Looking For: Diploma in Regulated Financial Planning (or equivalent), with current CF30 status Strong client-centric focus with excellent interpersonal and communication skills Ability to build rapport with a diverse client base, from professionals to business owners Proficient in using digital tools to enhance client engagement and service delivery Track record of building a client bank through business development and relationship management What's on Offer: Competitive earnings structure and support to grow your client base Comprehensive in-house support across administration, paraplanning, and compliance Access to a proprietary advice platform and efficient technology systems (e.g., XPlan) Ongoing CPD and a strong culture of professional development Marketing and business development support Exit support through an established Practice Buy Out programme With over 30 years of heritage and a network of more than 200 accredited advisers nationwide, this firm offers a stable and supportive environment for financial professionals to thrive. If you're ready to take the next step in your advisory career within a client-focused, forward-thinking firm, apply today to explore this exciting opportunity. 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 is delighted to be working exclusively on a Senior Actuarial Reserving Analyst. Due to continued growth and recent success, this national firm is looking to build out their highly talented Actuarial function. This role you will enable you to provide expert support in reserving and pricing across 30+ niche commercial lines products. This is a high-impact role that contributes to strategic business decisions through accurate, data-driven analysis and collaboration with key stakeholders. If you have Experience with ResQ and tools like Radar, Akur8, Emblem, or Earnix Familiarity with Lloyd's and London Market practices Experience in non-life actuarial roles, ideally in reserving Progressing toward actuarial qualification (IFoA or equivalent) Then please click the link below to 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.

My client, a top tier Financial Planning practice is currently looking for an IFA Administrator to join their team in Birmingham with hybrid flexibility. The Role: To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work closely with the aligned Financial Planners to deliver excellent client outcomes. To build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with the company policies. Request policy information from third party policy providers if applicable. Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable. Preparation of meeting packs and valuations To be successful in this role, you should have: Proven experience working in the financial services industry. A strong ethic of client service. Ability to work under pressure and to prioritise work. Excellent communication skills both written and verbal, influencing and organisational skills. Ability to use judgement and reasoning to propose solutions to problems. Benefits include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model Generous holiday package Option to purchase additional holiday Shared parental leave For more information please contact me on 07441 349915 or email charlotte.flaherty@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.

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.

I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impressive route for progression. 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 Responsibilities involve: Look after a client base that will be given to you Generate new client enquiries and generate advice income from these Convert the client leads Undertake sales and marketing activity in line with local/regional/national plans Work to achieve or exceed annual new business revenue target Provide expert independent advice to designated clients Maintenance of 'fit and proper' status through continuous professional development, suitable development opportunities and maintenance of SPS Ensure that client advice and reports are compliant with company processes and regulatory requirements Use standard template documentation approved by the company Ensure technical knowledge and general industry knowledge is always maintained Develop and maintain good working relationships with external professional connections (ensuring appropriate agreements in place) to develop additional business opportunities This role would suit someone who is currently a Desk-Based Advisor or someone who works in back office support, mortgage advisory or of a similar field. Perks - The company provides a variety of benefits, including private medical insurance, generous annual leave, sick pay, 5% pension contribution, birthday's off and much more. 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 new and really exciting opportunity has arisen for an Investment Analyst within this large IFA practice. Creating bespoke client investment solutions using both long term strategic asset allocation and short term tactical asset allocation to meet/clients aims and objectives. Analysis of client portfolios and providing suitable investment recommendations. Analysis of global markets and funds down to stock level via the Morningstar research system. Analysing financial data/macro information Networking with industry professionals Liaising with fund managers Broaden companies investment capabilities Conducting presentations as part of the quarterly Investment Committee meetings and to clients. Monitoring financial news Keeping abreast of market expansions Reporting to directors and executive colleagues Performing online trades Research tools used Morningstar, OBSR and FVC, Exweb Exchange Back Office System - Plum/Intelliflo Extensive Knowledge of Platforms in particular Cofunds, Elevate and Aviva * Presenting to individual clients and corporate client on the Investment process An excellent stepping stone from admin to Paraplanning - this firm also runs an IFA Training Academy you could join in the future. 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.