IDEX Consulting Ltd - Finance

Join a growing independent financial planning firm in Bristol as an experienced Financial Advisor. You'll inherit a client book and enjoy a flexible hybrid role, serving high-net-worth individuals. This role offers a competitive package including bonus, profit share, and full exam support for dri...

Join a prestigious London Financial Planning practice as a Chartered Financial Planner. Manage a high-net-worth client portfolio with full paraplanning support. Enjoy a high basic salary up to £120k, bonus, hybrid work, and strong career growth. Ideal for an ethical advisor skilled in business de...

Join a leading IFA practice in Stirling as a Financial Administrator. This role requires experience in financial services admin and proficiency with platforms like Intelligent Office (IO). You will provide key support in financial planning, processing applications, and managing client records. En...

Join a supportive IFA team in Glasgow as a Sales Support Administrator. You will produce valuations, suitability reports, and transact new business via platforms. This role requires prior IFA practice experience and offers a clear path to paraplanning or advisory roles. Benefit from a collaborati...

Join a thriving team in Stirling as an experienced Paraplanner. This role requires a Diploma-qualified professional with strong technical skills and excellent report writing. You will research, write suitability reports, and engage directly with clients. Contribute your input to support the team'...

Join a growing London financial planning firm as a Senior Paraplanner. This hybrid role offers a superb environment and fantastic career progression. You will provide vital technical support, conduct fund research, and prepare detailed financial plans. Ideal candidates are Level 6/STEP qualified ...

Join a leading IFA practice in Edinburgh as an experienced Paraplanner. Support Financial Planners by conducting research, preparing reports, and overseeing client reviews. This role requires a Level 4 Diploma (or near completion) and 2-3 years' experience. Enjoy a competitive salary and excellen...