IDEX Consulting Ltd

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 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...

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...