Accounting & Finance category jobs at IDEX Consulting Ltd

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A leading Group Risk provider are looking for a Broker Consultant to manage a portfolio of Independent Financial Advisers achieving new business sales targets as well as retaining and growing each brokers existing block of business. The successful candidate is required to build strong relationships and develop further sales opportunities within their panel of brokers. Key Responsibilities: *To ach...
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My Client is currently looking for an experience Compliance Auditor to join their team in Leeds. The role will involve working as an integral part of the Financial Planning and Compliance teams, carrying out monitoring. There will also be other allocated tasks to assist and support the Compliance Officer and Senior Management of the financial planning business in meeting its obligations under the ...
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Underwriting Manager Gloucester £45,000 depending on experience My client is recruiting for an Underwriting Manager to support the Underwriting Director in ensuring that underwriting plans and actions are delivered at an operational level. The key emphasis will be ensuring that the appropriate measures are in place to track underwriting performance. Lead underwriting all classes of business and te...
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Job Title: Paraplanner - Nottingham - Up to £35,000 Purpose: We are leading the search for a market leading Financial Services Practice who are looking to appoint a well qualified and technically astute Paraplanner in Nottingham, who will be responsible for delivering comprehensive and technical paraplanning to a Director IFA, the individual will drive agreed performance standards and provide a co...
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Senior Paraplanner - Leicester, Leicestershire Salary up to £35,000 plus bonus and benefits A high quality financial planning firm that provides wealth, financial planning and investment management to clients with a high level of wealth are looking to appoint a technical able Senior Paraplanner. - Take responsibility for a portfolio of clients, managing on going relationships and all enquiries - P...
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Idex Consulting are working on behalf a leading Insurer who are seeking a Senior Claims Adjuster to handle US Casualty, General Liability and Professional Liability. The role will include managing the claims department which includes appointing, monitoring and maintaining relationships with loss adjusters, third party agents, brokers and attorneys as well maintaining and building close relationshi...
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Mortgage Underwriter Birmingham My client is looking for an experienced Mortgage Underwriter to come and join their new business team. Key Responsibilities * New business covers the end to end assessment/processing of mortgage applications from AIP, full application and offer through to completion, where appropriate carrying out post offer underwriting activities * Delivery of a consistently high ...
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Underwriting Analyst South West up to 40k depending on experience Currently recruiting for an underwriting analyst to support the Underwriting Director and assist in the management of the Retail product by monitoring and analysing Underwriting Performance, identifying areas of concern and providing recommendations for change. The role requires liaising with all business areas. This is focused on u...
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My Client is currently looking for an experienced Financial Services Administrator/Paraplanner to join their team in Preston. THE ROLE *Process all aspects of new business *Writing reports and conducting research *Responsible for file preparation for meetings and existing business administration *Tailoring suitability letters to individual clients *Liaison with clients and product providers on a d...
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Financial Planning Administrator - Warwick Salary up to £20,000 plus benefits A leading fee-based financial planning practice are looking to appoint a Financial Planning Administrator to the team in Warwick to provide support to the Financial Planners who provide advice to private clients. The individual will be responsible for providing support to the Paraplanners and Advisers by administering ne...
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A leading Insurance firm with Employee Benefits and Private Client divisions, is looking for a Pension Transfer Specialist to oversee the increasing number of DB to DC pension transfers the company is handling. The successful candidate will manage existing client portfolio, secure new clients and maximise opportunities for the company. Key responsibilities: *To promote and deliver high quality ser...
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Senior Paraplanner Warwickshire £27,000-£35,000 + Excellent Benefits My client is a leading chartered independent financial advisory firm that provides both discretionary and advisory portfolio management services to wide range of clients. This firm has experienced natural and organic growth over the past few years and is currently recruiting for an experienced Paraplanner to join the team. They a...
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Senior Compliance Manager - Outsourcer Oversight My client is a leading global life and pensions firm looking to appoint a Senior Compliance Manager to provide Compliance oversight of the outsource service providers regulated companies. The role holder will operate a business partnering arrangement with outsource service providers and represent Compliance at relevant joint governance meetings with...
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Head of First Line Compliance My client is a leading Financial Service firm based in Birmingham, looking to appoint a Head of First Line Compliance which is a newly formed role due to a change in structure. This role is responsible for the effective risk identification, mitigation and management across the firm - encompassing regulatory, advice, conduct and commercial risks Main responsibilities a...
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Paraplanner Norwich £30,000 - £38,000 An independent financial planning and general insurance boutique who have offices around the country and excellent professional links and partners are looking for an experienced Paraplanner to join their Norwich office. You will be supporting well qualified Adviser's who deal with high net worth clients. Purpose of the role To produce financial planning report...
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Regional Director - Wealth Planning Central London Salary up to £130,000 plus benefits, bonus We're leading the search on behalf of a branded investment manager that provides wealth planning and discretionary investment management to private clients and investors. The business is looking to expand the leadership team with the key appointment of a Regional Director based in Central London to manage...
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Managing Director - Wealth Planning Central London Salary: £negotiable We're partnered with a leading investment manager in their search for a Managing Director to manage the national financial planning business. Reporting to the CEO the role forms part of the Executive Committee and will have full responsibility for the wealth planning P&L. The Managing Director will hold the CF1 function and lea...
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Investment Director - Central London Salary up to £90,000 plus benefits, bonus We're partnered with a branded, financial services business that provides private clients, investors, charities and trusts with discretionary management services, due to organic growth the firm is keen to appoint an experienced Investment Director based in Central London. With a minimum client following of a c.£40mil yo...
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Senior Financial Planning Administrator, Cambridge, Up to £26,000 We are currently partnered with a leading financial services company in Cambridge who due to continued success, have a vacancy for a Financial Services Administrator for their busy Cambridge based office. Key Responsibilities  Servicing a portfolio of clients within financial services  Manage all day to day administration tasks  ...
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Compliance Monitoring Manager - Central London Salary up to £85,000 plus bonus, benefits We're partnered with a leading insurance & benefits consulting brand in their search for a Compliance Monitoring Manager. The role sits within the centralised Group Risk & Compliance function reporting to the Head of Compliance Monitoring. The individual will deliver a risk-based compliance monitoring programm...
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Associate Consultant Wolverhampton Salary up to £35,000 Provide support to Consultant / Client / Back office administration - To assist in freeing up the Business development Managers time so that they can develop additional new business opportunities - Project management and assistance to Consultants with new enquiries - Management of campaigns - Meeting preparation, including liaison with insure...
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Paraplanner - Warwick- £30,000pa Our client is a national independent financial advisory firm specialising in providing a local service. The company's Financial Advisers cover a wide range of financial needs, from the simple to the most complex. The company operates in both the corporate and personal markets, offering complete independent, whole of market advice. You will be responsible for provid...
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Paraplanner Nottingham, Nottinghamshire Salary up to £35,000 plus benefits We are partnered with a high quality financial planning practice that work with wealthy private clients and investors on a fee-basis, providing advice from the independent market they're one of the regions financial planning power-houses. The practice is looking to appoint a well qualified and technically astute Paraplanner...
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My Client is currently looking for an experienced IFA to join their team in North Manchester. THE ROLE *To give financial advice to clients with regards to all matters financial within the scope of our regulatory confines. *You are to conduct client interviews, analyse client needs, research the market and make suitable recommendations in writing as well as in person. *To ensure clients received s...
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Marketing Assistant London upto £35,000 Partnered with a national consultancy who are in the market for a Marketing Assistant. You will be working in a newly set up, EB and Financial Planning marketing team which has been developed to specialise purely on this area, rather than the generalist marketing approach which was used previously. The role will be based in their London office, paying a sala...
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