IDEX Consulting Ltd - Finance, Hybrid work

Integration and Projects Manager role in Birmingham with a growing wealth management firm. Lead M&A integrations and cross-functional change projects, ensuring regulatory compliance and operational continuity. Requires financial services experience, project management skills, and stakeholder mana...

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 prestigious national firm in Truro, Cornwall, as a Financial Advisor for HNW/UHNW clients. This role requires Chartered status (or near) and proven experience in regulated financial advice. Enjoy a hybrid model, exceptional commission, equity potential, and comprehensive benefits including...

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 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 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 growing financial planning firm as a Paraplanner, offering a superb hybrid role with just 2 days per week in the Nottingham/Leicester office. Ideal candidates hold a Level 4 diploma and have paraplanning experience, providing technical support to advisers. You will prepare financial plans,...

Join a respected Leicester wealth management firm as a Senior SIPP/SSAS Administrator. You will manage pensions cradle-to-grave, ensuring regulatory compliance and liaising with key stakeholders. This hybrid role offers career progression within a supportive team for an experienced pensions profe...

Join a leading Bristol financial planning firm as a Desk-Based Advisor. This role offers an established client portfolio, a flexible hybrid model, and a supportive, growth-focused environment. We seek a Level 4 qualified, self-motivated adviser with excellent communication skills. Ideal candidate...

Join a growing, UK-wide financial group in York as a Paraplanner. This role is ideal for an experienced professional or a technical administrator seeking career progression. You will prepare compliant reports, conduct research, and support advisers with bespoke client solutions. A clear developme...