IDEX Consulting Ltd - Finance

Join an award-winning London firm as a Chartered Financial Planner. We seek a Level 6 qualified adviser to deliver holistic planning to HNW/UHNW clients, manage relationships, and drive business development. Enjoy a collaborative culture, hybrid working, and a bonus of up to 35%. This is a career...

Lead and develop a team of financial advisers in Bristol for a leading wealth manager managing £3bn+ assets. This role requires Level 4 qualification (Chartered preferred) and deep knowledge of FCA rules. Drive sales standards, coach advisers, and leverage proprietary tech platforms. Enjoy a comp...

Join a successful IFA firm in Edinburgh as a Paraplanner. Ideal for experienced Paraplanners or Senior Administrators ready to advance. You will prepare complex research, suitability reports, and client meeting materials. Requires Diploma in Regulated Financial Planning and strong financial servi...

Join a successful IFA firm in Lossiemouth as a Paraplanner. Ideal for experienced Paraplanners or Senior Administrators ready to advance. You’ll support Financial Planners with research, suitability reports, and client recommendations. Diploma in Regulated Financial Planning and financial service...

Join a successful personal wealth team in Glasgow as a Financial Planner. We seek driven, client-centric professionals with strong technical knowledge and networking skills to deliver excellent client outcomes. Enjoy flexible working, bonuses, and benefits while growing your client base through w...

Join a respected Exeter financial planning firm as a Paraplanner. Provide technical support to Senior Advisers on complex investment, pension, and tax cases. This hybrid role requires a Level 4 Diploma, strong experience, and proximity to Exeter. Enjoy benefits including bonus, generous leave, an...

Join a leading National Advisory Firm as a Financial Adviser in Manchester. Deliver high-quality, remote financial planning to a dedicated portfolio of clients. This role requires Level 4 qualification and strong client relationship skills. Enjoy an excellent salary, bonus, and top-tier benefits ...

Join a prestigious professional services firm in Nottingham as a Financial Planner. Specialise in providing regulated advice to HNW/UHNW clients, managing complex cases and building long-term relationships. This role offers a hybrid model, a ready-made client portfolio, and exceptional earning po...

Join a respected independent financial advice firm in Nottingham as a Paraplanner. Provide technical support to Senior Advisers on complex investment, pension, and tax planning cases. Ideal candidates are Diploma qualified with strong technical and report-writing skills. Enjoy benefits including ...

Join a leading national Wealth Management Practice in Nottingham as a Paraplanner. You will create high-quality financial plans and suitability reports across investments, pensions, and tax planning. The role requires a CII Level 4 Diploma and proven technical expertise. You'll support advisers o...

Join a growing financial planning firm as a Paraplanner, enjoying a superb hybrid work model with just 2 days per week in the Leicester/Nottingham office. This role is ideal for a Level 4 diploma holder with paraplanning experience, providing vital technical support to financial planners. You wil...

Join a leading IFA practice in the Highlands, UK, as an IFA Administrator. This role is ideal for an experienced financial services support professional. You will manage client reviews, process new business, and prepare valuations. Utilize your expertise in a key support role within a dynamic adv...