Financial Services

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.

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.

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.

Why This Role? Are you ready to make an impact by ensuring the smooth functionality of critical tools and systems used to deliver high-quality financial advice? In this role as an Adviser Servicing Analyst, you'll have the opportunity to support a seamless advisory process for financial planners and support staff, ultimately contributing to exceptional client outcomes. Here's why this role could be the perfect next step for you: Collaborate Across Departments: Work closely with advisory, project, and external teams to maintain efficient service delivery and operational excellence. Facilitate Adviser On boarding and Access Management: Support on boarding and manage access permissions, ensuring new advisers have the right tools and systems access to hit the ground running. Strengthen Data Integrity and Compliance: Monitor data quality and support risk mitigation efforts to maintain compliance and minimise regulatory risks. Maintain Relationships with Key Providers: Serve as the main point of contact for external providers, ensuring smooth communication and secure access for advisers. Drive Data Improvement Projects: Analyses and enhance data quality, supporting projects that improve data frameworks and drive decision-making efficiency. Support System Maintenance and Troubleshooting: Handle support queries and resolve issues, ensuring that adviser roles and data updates are accurately reflected in all systems. Key Responsibilities Manage provider relationships, perform due diligence, and ensure permissions and access protocols are maintained. Collaborate with the Training & Competency team to streamline the adviser onboarding process and provide technical support for all advisory tools. Oversee access protocols for advisers and staff, and manage required system permissions on Xplan, Extranet, and other core systems. Monitor and improve data quality, managing data-related projects to ensure the accuracy and security of client information. Work with the IT and support teams to address and resolve system issues, supporting back-office functions essential to data flow and compliance. Support data-driven initiatives, participating in data analysis, testing, and improvement processes, while promoting best practices across the organisation. About You To excel in this role, you'll ideally bring experience with adviser back-office systems (especially Xplan), a strong grasp of data analysis, and a knack for problem-solving. Proficiency in Excel or similar database tools is a plus, and you should have the confidence to work independently and collaboratively, adapting to tight deadlines and balancing multiple priorities. If you're organised, detail-oriented, and thrive in a dynamic environment where your skills are valued and developed, apply now to be part of a team that champions integrity, innovation, and collective success. 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.

Why This Role? Are you ready to make an impact by ensuring the smooth functionality of critical tools and systems used to deliver high-quality financial advice? In this role as an Adviser Servicing Analyst, you'll have the opportunity to support a seamless advisory process for financial planners and support staff, ultimately contributing to exceptional client outcomes. Here's why this role could be the perfect next step for you: Collaborate Across Departments: Work closely with advisory, project, and external teams to maintain efficient service delivery and operational excellence. Facilitate Adviser On boarding and Access Management: Support on boarding and manage access permissions, ensuring new advisers have the right tools and systems access to hit the ground running. Strengthen Data Integrity and Compliance: Monitor data quality and support risk mitigation efforts to maintain compliance and minimise regulatory risks. Maintain Relationships with Key Providers: Serve as the main point of contact for external providers, ensuring smooth communication and secure access for advisers. Drive Data Improvement Projects: Analyses and enhance data quality, supporting projects that improve data frameworks and drive decision-making efficiency. Support System Maintenance and Troubleshooting: Handle support queries and resolve issues, ensuring that adviser roles and data updates are accurately reflected in all systems. Key Responsibilities Manage provider relationships, perform due diligence, and ensure permissions and access protocols are maintained. Collaborate with the Training & Competency team to streamline the adviser onboarding process and provide technical support for all advisory tools. Oversee access protocols for advisers and staff, and manage required system permissions on Xplan, Extranet, and other core systems. Monitor and improve data quality, managing data-related projects to ensure the accuracy and security of client information. Work with the IT and support teams to address and resolve system issues, supporting back-office functions essential to data flow and compliance. Support data-driven initiatives, participating in data analysis, testing, and improvement processes, while promoting best practices across the organisation. About You To excel in this role, you'll ideally bring experience with adviser back-office systems (especially Xplan), a strong grasp of data analysis, and a knack for problem-solving. Proficiency in Excel or similar database tools is a plus, and you should have the confidence to work independently and collaboratively, adapting to tight deadlines and balancing multiple priorities. If you're organised, detail-oriented, and thrive in a dynamic environment where your skills are valued and developed, apply now to be part of a team that champions integrity, innovation, and collective success. 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.

Why This Role? Are you ready to make an impact by ensuring the smooth functionality of critical tools and systems used to deliver high-quality financial advice? In this role as an Adviser Servicing Analyst, you'll have the opportunity to support a seamless advisory process for financial planners and support staff, ultimately contributing to exceptional client outcomes. Here's why this role could be the perfect next step for you: Collaborate Across Departments: Work closely with advisory, project, and external teams to maintain efficient service delivery and operational excellence. Facilitate Adviser On boarding and Access Management: Support on boarding and manage access permissions, ensuring new advisers have the right tools and systems access to hit the ground running. Strengthen Data Integrity and Compliance: Monitor data quality and support risk mitigation efforts to maintain compliance and minimise regulatory risks. Maintain Relationships with Key Providers: Serve as the main point of contact for external providers, ensuring smooth communication and secure access for advisers. Drive Data Improvement Projects: Analyses and enhance data quality, supporting projects that improve data frameworks and drive decision-making efficiency. Support System Maintenance and Troubleshooting: Handle support queries and resolve issues, ensuring that adviser roles and data updates are accurately reflected in all systems. Key Responsibilities Manage provider relationships, perform due diligence, and ensure permissions and access protocols are maintained. Collaborate with the Training & Competency team to streamline the adviser onboarding process and provide technical support for all advisory tools. Oversee access protocols for advisers and staff, and manage required system permissions on Xplan, Extranet, and other core systems. Monitor and improve data quality, managing data-related projects to ensure the accuracy and security of client information. Work with the IT and support teams to address and resolve system issues, supporting back-office functions essential to data flow and compliance. Support data-driven initiatives, participating in data analysis, testing, and improvement processes, while promoting best practices across the organisation. About You To excel in this role, you'll ideally bring experience with adviser back-office systems (especially Xplan), a strong grasp of data analysis, and a knack for problem-solving. Proficiency in Excel or similar database tools is a plus, and you should have the confidence to work independently and collaboratively, adapting to tight deadlines and balancing multiple priorities. If you're organised, detail-oriented, and thrive in a dynamic environment where your skills are valued and developed, apply now to be part of a team that champions integrity, innovation, and collective success. 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.