Financial Services

A brilliant opportunity has arisen for Trainee Financial Adviser's to join a well known and award winning wealth management practice based in their Lancashire Office. The ideal candidate will become part of a busy team who really put the clients' needs first and give them the best advice for their financial requirements. You will work with a highly supportive leadership team who will ensure you are successful in the role by means of a thorough induction programme and integration into the business, along with robust training and ongoing support. Once trained, you will provide holistic financial advice covering core areas including retirement planning, savings and investments along with protection planning looking after clients based across the UK. Advice will be given remotely via Teams, so you won't be expected to travel. You will have back office support to help with any paperwork required. This wonderful opportunity would suit a Diploma qualified Paraplanner or mortgage adviser keen to launch their career within a highly professional practice. Full training will be provided along with a wide range of clients and steady stream of leads. All clients provided, plus stream of leads Competitive basic along with uncapped bonus structure. Excellent benefits package. Structured training programme. Study support to attain Chartered status. 3 days in the office per week, 2 at home Requirements To be considered for this role, you must have the full Diploma in Financial Planning. Experience working in a financial services environment in either a client facing, paraplanning, mortgage or administrative post would be preferred. Communication skills and a strong ability to build rapport is essential along with a professional manner. You will be a proactive team player who wants to forge a successful career within a highly regarded financial planning practice. 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.

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.

A leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working, managing your own diary. The role: Conducting in-depth financial reviews for clients, understanding their goals and objectives. Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships What's in it for you: Tiered commission based compensation structure Managed client base - The opportunity to join a business with ready-provided lead flows, no demand on bringing clients to the table No fixed fee Full Paraplanner and Admin support Marketing support Ongoing training and full support, and the opportunity to progress as the business grows 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 financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. Established in 2005, this is a unique opportunity to join a business in full growth mode offering a full client base, flexible and remote working, managing your own diary. The role: Conducting in-depth financial reviews for clients, understanding their goals and objectives. Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships What's in it for you: Tiered commission based compensation structure Managed client base - The opportunity to join a business with ready-provided lead flows, no demand on bringing clients to the table No fixed fee Full Paraplanner and Admin support Marketing support Ongoing training and full support, and the opportunity to progress as the business grows 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 one of the UK's leading insurance brokers to recruit a Telesales Consultant, which will be remote with travel to London once a month (paid) You'll be working as part of a fast growth and high-performance business; they're keen to engage with established telesales/telemarketing/tele-research professionals who can deliver against targets and generate opportunities for new business You must be able to manage your own workload and pipeline of activities and opportunities and see them through to completion. Looking to speak to candidates who're commercially aware and able to understand the changing needs of business priorities with a proven track record in a similar role If you're looking for an organisation who's highly respected and established in the benefits market on a fast growth trajectory, scope to work on high profile clients, fantastic culture and endless progression opportunities, I'd love to share more information Ideally you would come from an insurance/employee benefits background, however, they are flexible if you have the right sales experience Competitive salary, bonus and benefits package 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 brand new opportunity to join this top 10 accountancy paractice in Aberdeen as a Sehior Financial Adviser. You will work closely with the partners and give financial advice to their current client bank. You will receive full back office support and paraplanning services. You will be responsible for: Always operating within the requirements of the applicable Financial Conduct Authority rules and regulations Identify and establish contact with potential clients Work collaboratively with the supporting team Gather and analyse information required to provide financial planning advice Review client's circumstances regularly in adherence with internal procedures and make appropriate recommendations Complete all administration in a timely and accurate manner in line with the guidelines Satisfy the regulatory CPD thresholds and keep up to date with all compliance matters and Conduct Rules Create and maintain appropriate business relationships. Sound technical knowledge of pensions, investments and taxation including estate planning and demonstrated ability to transfer technical knowledge to others Up to date knowledge of FCA Regulations Excellent interpersonal and client servicing skills In return you will receive a generous basic salary and bonus package. 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.