IDEX Consulting Ltd

Are you an experienced Administrator with a strong focus on client service, looking for your next opportunity within financial services? We're working with an established financial planning business that is looking to...

Financial Planner - Edinburgh Salary up to 95,000 + Bonus An excellent opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in Edinburgh. This is an...

A great opportunity for an experienced Commercial Account Executive to take on a sizeable existing book and make it their own. The role comes with a 300k- 400k book of business, giving you a strong platform from day...

You're at your best at the centre of a Commercial Broking team, collaborating closely with Account Executives and Directors to deliver an exceptional client experience. With solid exposure across the commercial...

If you're an SME Account Executive looking for a role where you can genuinely take ownership of your clients and portfolio, this could be the opportunity you've been waiting for. I'm working with a well-established...

The Opportunity Our client is an established financial planning business seeking an experienced client services professional to join their team in Nottingham. This is a client-focused role where you will take ownership...

Lead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine...

We are representing a national wealth management firm seeking an experienced Paraplanning Team Leader to oversee its paraplanning function across three offices in the South West: Bristol, Cardiff and Truro. This is an...

An established and highly regarded independent financial planning firm is looking to appoint an ambitious Financial Planner to join its growing team in Leicester. This is an excellent opportunity for an Adviser who...

We are part of one of the UK's leading specialist financial planning groups, bringing together some of the country's finest independent financial planners, technical experts, and investment professionals under one...

A flagship office. A growing commercial team. Excellent market relationships. And a role where your technical broking experience can genuinely take you somewhere. If you're an experienced Commercial Account Handler...

An award-winning national financial planning firm are seeking to appoint an experienced Independent Financial Advisor into their growing private-client team in the North West. With offices in Manchester and Liverpool...

Role Overview This position provides essential administrative support to the client servicing function, helping to ensure Advisers and clients receive an efficient, professional and responsive service. Working alongside...

Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Cambridge office. This is an excellent opportunity to inherit momentum within a successful team that is...

IDEX Consulting are working with a leading Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team in Glasgow due to an internal...

IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their...

Are you an experienced commercial account handler looking to get out of a big corporate and work for a truly independent business or an SME Account Handler looking to take a step up? A well-established independent...

Are you an insurance professional looking for your next step within the commercial insurance market? Perhaps you've built a strong background within Personal Lines or SME insurance and are now looking to develop your...

An exciting opportunity has arisen for an experienced Pensions Operations Manager to lead a DC Master Trust Member Administration team within a leading pensions organisation. This is a senior operational role requiring...

I'm currently recruiting for an experienced IFA Administrator to join a highly regarded Chartered Financial Planning firm based in Meriden. This is a great opportunity for an IFA Administrator looking to develop their...

Idex Consulting is seeking an experienced Financial Adviser to inherit a substantial 50m client portfolio in Glasgow. This is a genuine progression opportunity within a Chartered Financial Planning firm recognised in...

I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and...

Our client, a highly respected national Wealth Management firm, is seeking an experienced IFA Client Administrator to join their Edinburgh-based Financial Planning team. The Role You will provide key administrative...

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team in Newcastle. The business continues to be an exciting place to work for...

Our client, a highly regarded wealth management firm, is seeking a Wealth Manager to join its established Cambridge office. This is an excellent opportunity to inherit momentum within a successful team that is...

Idex Consulting have a new opportunity for an IFA Administrator to join a large IFA practice in Edinburgh City Centre. You will be part of a team providing support to Financial Advisers, which includes the Company...

The purpose of this role is to offer constructive technical advice support to Advisers and other stakeholders of the business at the initial and final stages of the advice process. As our Senior Advice Technician, you...

Our client, a well-established national wealth management and financial planning firm, is seeking an experienced Financial Planning Administrator/Adviser Support to join their growing Scottish team. Role Overview:...

Idex Consulting are working with a leading national financial planning firm looking to recruit an experienced Paraplanner to join their growing Edinburgh team. Working closely with Financial Planners, you'll provide...

Idex Consulting is recruiting for an IFA Administrator to provide support to the office and a team of Advisers enabling them to provide financial advice and wealth management to clients. You will provide comprehensive...

Financial Advisor - 65,000 + Bonus + Comprehensive Benefits | Glasgow / Hybrid Working An exciting opportunity has arisen to join a highly respected national wealth management firm as a Financial Adviser. Due to...

Lead Growth. Develop People. Shape the Future. This is an outstanding opportunity for an experienced commercial insurance leader to join a business that's investing heavily in its future, where you'll have genuine...

Team Manager - Wealth Management Glasgow City Centre An exciting opportunity has arisen to join an award-winning wealth management firm in the heart of Glasgow. As the business continues to grow, we are looking to...

We are working on an excellent opportunity for a Financial Planner or Trainee to join a growing financial planning firm as desk based Financial Adviser. Delivering excellent financial planning, advice and service to...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working...

An exciting opportunity has arisen for an experienced level 4 qualified Senior Paraplanner to join a fast-growing wealth management firm in Edinburgh. Working closely with Financial Advisers, you'll provide high-quality...

IDEX is thrilled to be partnering with a prestigious, nationally recognised wealth management firm as they continue their exciting growth journey. We're on the lookout for an experienced Financial Planner to join their...

My client is currently looking for an IFA Administrator to join their team in Glasgow. The IFA Administrator will provide support to the Financial Planner and Paraplanner in delivering a high standard of service to...

A quite rare opportunity has arisen with a leading business who are looking additional headcount within their Newcastle offices. This role will suit somebody with current or recent Paraplanning experience who is looking...

An exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA practice. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary...