Financial Services

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.

National financial planning business is looking to expand their paraplanning team. This is an excellent position where you will support Advisers and ultimately clients, in the advice giving process with data collection, product research and production of application forms and supporting literature. You will obtain information on existing policies; this will include issuing a letter of authority, chasing up providers regularly and obtaining the information either online, over the telephone or in writing Produce new business illustrations, using either our own or 3rd party software Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse, IMAGO, Iress and other financial planning software Request and obtain application forms and other associated paperwork Ensure appropriate data is accurately recorded on company back-office system(s) and updated in line with company procedures Ensure adherence to department's and company procedures and department's key performance indicators (KPIs)/objectives Understanding of the financial planning process, where appropriate Ability to work within defined business processes and to achieve agreed outcomes without supervision Ability to multi-task and to prioritise and plan own workload An assertive "can do" approach to dealing with product providers and fund management groups It's desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as X-Plan and Iress Effective verbal and written communication skills This is an excellent opportunity to go to the next level, excellent salary and bonus on offer for the successful candidate. 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.

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.