IDEX Consulting Ltd - Remote work

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 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...

Seeking a Chartered Financial Planner for a part-time Senior Advisor Technician role in Bromsgrove. Provide technical support, case scrutiny, and risk assessment to enhance advisory outcomes. Requires strong regulatory knowledge and offers flexible working, competitive salary, and benefits.

Seeking a Chartered Financial Planner for a Senior Advisor Technician role in the UK. Provide technical advice, case scrutiny, and support to advisers on complex financial planning. This permanent position offers a competitive salary, flexible working, and benefits. Strong regulatory knowledge an...

Join an award-winning financial planning practice in Brighton as a Trainee Paraplanner. You will provide high-level support to experienced planners on investments, pensions, and full advice range. This role offers excellent training, full support for qualifications, and a path to develop your par...

Join an award-winning financial planning practice in Hove as a Trainee Paraplanner. You will provide high-level support to experienced planners on investments, pensions, and full advice. This role offers excellent training, support for qualifications, and a path to develop your paraplanning caree...

Join an independent UK brokerage as a Commercial Development Executive. Convert pre-qualified leads for SME and mid-market clients with full back-office support. Enjoy autonomy, a car allowance, and a platform for success in Scotland. Ideal for client-facing commercial insurance professionals.

Seize a rare opportunity as a Marine Hull Placing Broker with full-time home working flexibility. Leverage your strong Hull & Machinery, P&I, and War risk background to manage a European portfolio. This London-based role offers an excellent work-life balance, private healthcare, and 25 days holid...

Join a top-tier London wealth management firm as a Financial Planning Assistant. Support HNW/UHNW client planning, using your Level 4 qualification and technical skills. Enjoy a collaborative culture, professional development, and a key role in delivering exceptional financial advice.

Lead and build a premier aviation insurance practice for a top US specialty broker. Leverage your producer track record and industry connections to capitalize on the market with full independence. Enjoy an unparalleled equity deal, superior platform, and excellent support in a flat organizational...