Financial Services

About Our Client A nationally acclaimed leading Financial Services business who provide services in Financial and Wealth Planning, Mortgages and Protection. About the role Provide support and advice to clients with their mortgage and protection needs, investigate and research suitable options and present suitable solutions and recommendations based on their needs, affordability and eligibility. This opportunity will be mainly desk based, working from Bromsgrove, where you will utilise video conferencing tools, e-mail and telephone contact with clients. Duties include; Develop an understanding of company strategy and core values. To comply with advice process and maintain regulatory competence and KPI standards. Follow the Regulated Advice Process to build long term relationships and deliver excellent client outcomes. Acquire new clients, from referrals, professional introducers and company lead generation programmes. Guiding clients through the buying process which may mean liaising with solicitors and estate agents as well as your clients. Developing and maintaining good client & introducer relationships through client meetings and ongoing feedback to the team and Contact Centre. Ensuring all activities are completed in a timely, compliant manner. Candidate requirements; Minimum CeMAP qualified (or equivalent) R05 or equivalent Protection Qualification preferred. Able to Demonstrate a client centric approach, with excellent interpersonal skills, approachability and professionalism. Well presented, articulate and dedicated to doing the right thing for our clients. Capable IT skills and embracing of the new virtual/digital ways to communicate with Clients. Ability to network and attract new Clients through business development and effective business planning. 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 is working exclusively with one of the UK's leading pension consulting firms in the search for a Senior Pension Administrator in their DB schemes team. The role has arisen due to continued growth and recent external investment. This firm has an excellent staff retention rate, clear progression plans and opportunities in different teams, so you can future proof your career. They also offer a market leading financial & benefits package. You will be responsible for administering and leading on a portfolio of DB schemes, acting as the client relationship manager. You will check colleagues work, manage workflow and train/develop the junior staff. If you are an experienced Senior DB Pension Administrator, or a Pension Administrator looking to step up, then please get in touch for more information. Key Requirements Broad pension's technical knowledge, experience working in a Defined Benefit pension administration environment and with a detailed understanding of defined benefit pensions schemes and UK pensions legislation, regulation and codes of practice Knowledge of systems e.g. Microsoft Office/ Windows applications Experience in managing ad-hoc and annual pension projects Excellent communication skills both written and oral with the ability to articulate and communicate current and relevant issues to scheme members; pension trustees; and other relevant third parties Experience of working pro-actively and using own initiative to complete tasks. The ability to perform in a fast-moving environment providing excellent service to clients and third parties with a desire to succeed at accomplishing challenging objectives Desirable Knowledge of and experience with GMP Reconciliation / Equalisation calculations Practical knowledge of the Pension Protection Fund (PPF) 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 a national IFA who is seeking an additional IFA to work in the Truro area. The role is due to succession planning and the successful IFA will be working alongside an existing IFA who is looking to exit the business in the 12 months. With an established business and clients to pass over, this is a great opportunity. The successful candidate must hold a the Level 4 qualification as a minimum requirement but ideally working towards or, already being Chartered. The successful IFA will benefit from: Basic salary £45 - £65k basic salary DOE. plus £4.8k car allowance. Generous bonus scheme 2.75x time validation with bonus paid at 30% Full back office support at no additional cost. Attractive PBO available. Clients are owned by the IFA, not the business. Additional benefits: 6x DIS 25 days holiday Great pension benefits For more information regarding this role, apply now. 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 partnered with a leading global insurance broker to appoint a Pensions & Benefits Consultant to their team - this is a great opportunity for an Associate Consultant ready to progress into consulting or someone with a few years advising corporate clients To be considered for this role, you must be based in the North East This is a non-regulated, B2B, corporate pension and employee benefits role where you'll maintain and develop a portfolio of new and existing corporate clients. You'll provide high quality advice and consultancy, while identifying and developing new business opportunities. In this role you'll be owning some key client relationships, so having an understanding of Group Risk and Healthcare will put you at an advantage Not only will you be paid a salary in line with market rate, you'll have the opportunity for upto 30% bonus based on performance. In addition to this, they offer a great benefits package and the ability to work flexibility This is a great opportunity if you're looking to progress your career as not only will you gain experience in the broader benefits space with exposure to global businesses, you'll be working alongside some really experienced individuals who will support both professional and personal development 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 am currently looking for a number of experienced Principal Pension Administrator to join a global pensions consultancy who are in the midst of an exciting transition / growth phase. The Principal Pension Administrators will report directly to the CSD Team Managers and be responsible for managing 2 senior administrators and up to 4 administrators. The ideal candidate needs to have experience as a Senior Pensions Administrator and be CPC qualified or be willing to pursue a PMI (Pensions Management Institute) accreditation. Responsibilities: Responsible for up to 5 staff Supervise, train and mentor staff Carry out complex pension administration tasks, including overseeing the management of treasury and payroll in accordance. Managing and coordinating the delivery of specific workloads Checking reports Managing complaints and errors Check and authorise administrators work Management of trustee bank accounts and investment of contributions. Management of pensioner payrolls and pension increases. Provide support to the team leader by assisting team members. 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 looking for a Paraplanner Manager to join a growing IFA business based in Gloucestershire. The business is in the midst of an exciting growth trajectory due to their continued success. This role would be ideal for a Paraplanner Manager who would like to take on a new challenge or this would be a fantastic opportunity for an experienced Paraplanner looking to step into a managerial role and drive their career forward in a supportive environment. Key Responsibilities: Manage and mentor a small team of paraplanners. Take charge of complex paraplanning tasks, including ITP, cashflow modelling, pensions, and other technical aspects. Contribute to an expanding team with a collaborative approach to success. The business offers huge opportunities for progression, demonstrated by many longstanding members of staff. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work. The company offer many benefits such as hybrid/flexible working, free parking, and more. If you're looking for a welcoming, professional environment where your career can flourish, apply now 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 fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability. Role responsibilities include Offering input into discussions to assist in the formulation of advice strategy Occasional inclusion in project work, assisting in the development of advice and regulatory processes across the business Support financial planning cases with financial planners Preparing concise financial planning reports Completing regulatory industry update summaries Maintaining a high level of knowledge and technical understanding of financial planning and regulatory requirements. Applicant requirements Diploma in Financial Planning A good understanding across Financial Planning Experience supporting IFA's or Financial Planners in a similar role A high standard of written and numerical skills An ability to demonstrate report-writing skills A high level of accuracy and attention to detail Benefits of joining this business Birmingham based office with hybrid flexibility Progressive salary linked with further studies Examinations, training and development funded 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 Private Clients Financial is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both new and existing private clients. Lead flow for prospective clients will arise from a variety of sources including general marketing, events attendance, referrals, partnerships and professional relationships. Responsibilities: Understanding and reviewing clients' financial needs, attitude to risk, personal circumstances and current investments to propose suitable solutions and strategies to help meet their objectives. This involves reviewing existing investment portfolios, often producing a detailed written review and proposal as to how we might alter the investments, taking into account a client's investment aims, attitude to risk and personal circumstances including the tax situation. This will require meeting prospective clients to present our proposed solutions. 'Managing out' existing investments and reinvesting the capital into managed portfolios. Regular reporting of changes within portfolios and performance to clients. Attending review meetings with clients as required to maintain a suitable investment strategy appropriate for the client and his/her aims. Highlighting wealth management opportunities for referral to internal Financial planners or execution themselves if authorised with their wider wealth management service. To engage with and understand prospective clients needs. To present and discuss the appropriate proposition to prospective clients and follow through individually tailored proposals, to reflect the proposition agreed with them. To convert such prospective clients into clients and gain additional assets and revenue. To continually engage with existing clients, deepening and developing relationships. To provide ongoing support and administration to existing clients. To regularly review existing clients circumstances to ensure suitable for their current circumstances. To maintain adequate records of all ongoing and pertinent communications with clients. You will have min diploma level 4 but ideally be chartered and hold CF30. You will be driven, ambitious and have excellent client focus. In return you will receive a top end salary and benefits package including PMI and PHI. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.