Financial Services

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.

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 prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Kent. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: Chartered status (or close to) Proven experience in delivering regulated financial advice holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Able to influence internal stakeholders and colleagues Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Equity opportunities within the firm. Flexible, hybrid working arrangements. A ready made portfolio of potential clients from the professional services arm of the organisation The successful candidate should be based in the Kent region and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid 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 prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in Buckinghamshire. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: Chartered status (or close to) Proven experience in delivering regulated financial advice holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Able to influence internal stakeholders and colleagues Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Equity opportunities within the firm. Flexible, hybrid working arrangements. A ready made portfolio of potential clients from the professional services arm of the organisation The successful candidate should be based in the Bucks region and be able to spend a certain portion of the week within the office the nurture the internal relationships. 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 excited to be partnering with a prestigious independent financial advice firm. They are seeking an experienced Financial Planner to join their growing team in their Plymouth office. This is an exceptional and rare opportunity to take over an established client bank from a retiring advisor. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW clients with a strong focus on long-term relationships. Having experienced impressive growth over recent years, they have ambitious plans for continued expansion in the coming months with various acquisitions. Key Requirements: Diploma-qualified - preference to Chartered Proven experience in delivering regulated financial advice, ideally holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Flexible and hybrid working arrangements. Generous annual bonus incentives. Private medical insurance. 5% employer pension contribution. Sick leave - Long term sick pay. Birthdays off. 25 days annual leave - increases up to 3 weeks extra with long service. If this opportunity aligns with your aspirations-or if you know someone who could be a perfect 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.

I'm partnered with an established client to support them with 2 Senior DC Consultant roles which can be based anywhere in the UK. This DC team is unrivalled and is the largest group of DC experts (including governance, scheme design, Investment Consultants, provider and Technical Researchers and Technicians) in the UK. It's an exciting growth area for the firm who delivers both successful pension and savings solutions for household, blue-chip clients. Keen to speak with experienced DC Consultants who have experience of both contract and trust-based schemes (from a consultancy background) who're looking to work in an environment where there's plenty of scope to progress and get involved in a variety of areas. If you'd like the financial security and brand stability of working for a large corporate, whilst still feeling as though you're making a difference within a close knit, collaborative, low turnover team with a friendly, collective and open culture… please 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 an established client to support them with 2 Associate DC/DC Consultant roles which can be based anywhere in the UK. This DC team is unrivalled and is the largest group of DC experts (including governance, scheme design, Investment Consultants, provider and Technical Researchers and Technicians) in the UK. It's an exciting growth area for the firm who delivers both successful pension and savings solutions for household, blue-chip clients. Interested to speak with Associate DC Consultants looking to step up or those in a DC Consultant role currently. Ideally you'll have experience of both contract and trust-based schemes (from a consultancy background). If you'd like the financial security and brand stability of working for a large corporate, whilst still feeling as though you're making a difference within a close knit, collaborative, low turnover team with a friendly, collective and open culture… please 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 excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to join their growing team in their Bristol office. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. Key Requirements: Chartered status or close to achieving it. Proven experience in delivering regulated financial advice, ideally holding CAS/SPS. Confident in managing HNW clients and navigating intricate casework. Passionate, proactive, and self-motivated. What's on Offer: Highly attractive commission structure. Equity opportunities within the firm. Flexible, hybrid working arrangements. Generous bonus incentives. Sick leave pay Private medical insurance Enhanced family leave pay Birthdays off Wellness programmes, access to counselling & discounted gym memberships The successful candidate should be based near Bristol. Financial Planner - Up to £110,000 DOE - Bristol - Hybrid 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.