IDEX Consulting Ltd - Finance

Join a leading IFA practice in Lossiemouth as an IFA Administrator. Utilize your experience in a financial services support role to manage client reviews, process new business, and prepare valuations. This is a fantastic opportunity to develop your career within a supportive advisory environment.

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,...

Launch your financial planning career as a Trainee Paraplanner in Redditch. This office-based role offers hands-on experience supporting advisers with research, analysis, and client reports. We seek a detail-oriented, motivated individual with strong communication skills. Benefits include a 35-ho...

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 Preston wealth management firm as a Paraplanner. Support advisors by preparing robust suitability reports and holistic financial plans. Essential: QCF Level 4, strong pensions/investment experience, and excellent analytical skills. Enjoy a comprehensive benefits package including p...

Join a growing Nottingham wealth management firm as a Paraplanner. Support advisors in delivering holistic financial planning, including pensions and investments. This role requires QCF Level 4 and offers study support to Level 6, plus benefits like private medical insurance and flexible perks.

Join a leading Nottingham IFA as a Paraplanner, with a clear path to becoming a Financial Planner. You will provide vital technical support, produce detailed suitability reports, and build cashflow models. This role requires a Level 4 diploma, strong analytical skills, and offers hands-on experie...

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...

Lead the financial planning strategy for a respected wealth management firm in Leeds. This senior role requires Chartered status, extensive regulatory experience, and proven leadership skills. Drive growth, manage a high-performing team, and enjoy a competitive package with clear career progression.

Join a supportive wealth planning team in Worcester as a Senior Wealth Planning Assistant. Provide high-quality administrative and client support, ensuring smooth advice delivery. This senior role requires strong financial planning knowledge and excellent organisational skills. Enjoy a competitiv...

Join our expanding Midlands team as a self-employed Independent Financial Adviser. Manage an established client bank and provide holistic, whole-of-market advice with full paraplanning and admin support. This partnership offers a clear path to Chartered status, generous splits, and a robust infra...