Financial Services

IDEX Consulting are working with a leading Advisory group who require a Paraplanner to join their Newcastle based team. Having placed into this team earlier in the year, it can be said with confidence how the business provides ongoing support to new joiners and and helps them settle into a professional yet friendly environment with a positive culture. This is a continued part of the growth strategy which has seen additional headcount, revenue and FUM come into the business during 2024, with much more anticipated across 2025. Duties include; Preparing pre-approval documentation prior to report writing Utilising all technology to produce accurate solutions for clients Providing accurate, timely and compliant suitability reports Ensuring all advice documentation is compliant according to FCA guidelines Working with the adviser to gather sufficient client information The successful candidate will be required to have completed their Level 4 Diploma qualification. The business offers a true pathway to progress which, in this instance, may be towards an Advisory capacity or as a more senior member of the paraplanning/support team. 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.

An opportunity has become available for a Paraplanner in the Horsham area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that ideally holds their level 4 diploma and has strong experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there Preparation of fund switch and encashment letters according to advice provided Obtain applications, key features documents, fact-sheets, illustrations and product comparison quotes through appropriate source Liaise with Product Providers / Third Parties regarding any technical queries The ideal candidate will: Level 4 diploma qualified Good understanding of the Financial Planning process Strong interpersonal skills, both written and verbal communication Customer service skills - providing an excellent service to the adviser and client Excellent planning and organisational skills Ability to work effectively to deadlines Accuracy and attention to detail to balance demands of role This is a unique opportunity for a Paraplanner in the Horsham area to join a firm where they offer hybrid working and a genuinely supportive environment. 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 currently looking an experienced SIPP Administrator to join their team in Edinburgh. THE ROLE: Process SIPP transfer out requests Process new business applications through to completion Complete transfers in and investment applications Process PCLS payments for clients in retirement Process regular and ad-hoc payments for clients in retirements Administer a whole life cycle of a SIPP from transfers to retirements Perform necessary technical calculations Process investment withdrawals for one off and regular payments on time for payments to the members on time Process member benefit payroll and use Sage Payroll to calculate tax Use HMRC online services to process income tax Have timely communication with the advisers and members to notify them of any issues with the member's request Ensure all requests are tracked till completion Being involved in projects within the administration department Other than retirements and payments, at times administer other aspects of SIPP and SSAS workload including SIPPs holding portfolios of properties Build relationships with our advisers and clients and deliver exceptional communication and service Ensuring full compliance with the Service Level Agreements Improve and/or maintain Quality Assurance across all areas of your work Embed risk management in all aspects of your work Ability to resolve complaints effectively SKILLS NEEDED: Strong SIPP knowledge and experience Contribute effectively to our wider business success within the group Strong attention to detail and the ability to perform under pressure Excellent organisational and multi-tasking skills Excellent numerical and customer services skills Understand SIPP rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Understand pension rules and be able to perform drawdown calculations, bereavement benefit calculations and divorce calculations Be able to understand investment transactions including identifying non-standard investments Proficient with Microsoft Office, in particular Excel The company offers good benefits and hybrid working. For more information please contact Lynn Wilson 07918211987 or email lynn.wilson@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.

Award-winning Chartered Financial Planning Firm who provide a flawless financial planning service are looking for an exceptional Paraplanner Manager to join their team in Perth. Role Overview: As a Paraplanner Manager, you will oversee and manage a team of Paraplanners to ensure the delivery of a high-quality, compliant, and efficient financial planning service. The role includes: Key Responsibilities: Team Management: Conduct 1:1s, appraisals, and performance management for Paraplanners. Oversee work-flow management and collaboration between Paraplanners, Advisers, and management. Serve as the main point of contact for technical queries and ensure the team's ongoing training and development. Technical Support: Provide case/file checks and assist with suitability reports, compliance standards, and financial recommendations. Keep updated on FCA regulations and communicate relevant updates to the team. Client-Focused Activities: Participate in client meetings when necessary. Oversee portfolio reviews, prepare client recommendations, and manage portfolio adjustments and suitability assessments. Process Improvement: Collaborate with management to streamline work-flows, enhance processes, and ensure adherence to compliance controls. Implementation of Recommendations: Handle detailed tasks such as preparing suitability reports, completing applications, and adjusting investment portfolios. File Management: Ensure client files are complete, compliant, and well-documented to support financial planning recommendations. Qualifications & Knowledge: Attained or working towards the Diploma in Regulated Financial Planning. Knowledge of current Financial Planning regulations and processes. Knowledge and understanding of the high level standards expected by the FCA - in particular the following sourcebooks: - Principles for Business (PRIN) - Code of Conduct (COCON) - General Provisions (GEN) - Dispute Resolution: Complaints (DISP) - Business Standards COBS / ICOBS / MCOB / CASS. Understanding and knowledge / awareness of other relevant legislation such as: - The FCA's money laundering section of the System and Controls Sourcebook (SYSC), Joint Money Laundering Steering Group (JMLSG) Guidance and other relevant financial crime legislation, including the Bribery Act. Skills & Experience: Knowledge of financial planning practices and compliance standards. Strong communication skills, both technical and interpersonal. Demonstrated ability to manage, train, and mentor a team. Hands-on experience in suitability reporting, client interaction, and portfolio review. They offer a highly competitive salary package Benefits include employer funded group personal pension, Income Protection, PMI and an excellent holiday allowance. 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 have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for Senior DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 12% and private medical care. You will be dealing with a variety of administration tasks connected to the running of a pension scheme including data changes, leavers, setting up benefits into payment and annual scheme updates. As a senior member of the team you will take responsibility for the allocation and management of work in the team and be checking junior member of the teams work. You will be performing pensions calculations, with the support of your team and be involved in the more complex work. You will work as part of a team, collaborating to continuously improve processes and service to clients. This is a brilliant opportunity to progress your career with a forward thinking organisation and there will be many opportunities to grow your career. Please apply if you have the relevant DB pension experience. 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 have partnered with an accomplished Pensions Consultancy who are looking for talented pension individuals to join their team. We are looking for DB Administrators specifically in the Glasgow area. You will receive an excellent package including bonus, pension contributions up to 12% and private medical care. You will be dealing with a variety of administration tasks connected to the running of a pension scheme including data changes, leavers, setting up benefits into payment and annual scheme updates. You will be performing pensions calculations, with the support of your team and enter pensions data. You will work as part of a team, collaborating to continuously improve processes and service to clients. This is a brilliant opportunity to progress your career with a forward thinking organisation and there will be many opportunities to grow your career. Please apply if you have the relevant DB pension experience. 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.