Accounting & Finance category jobs at IDEX Consulting LLP

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Financial Planning Administrator Ipswich £21,000-£25,000 Depending on qualifications and application of knowledge Aim of the Role: The main aim of the role is to support the Financial Planner in Ipswich and to administer financial planning products and the financial planning process. Main Activities:  Processing new business and servicing existing business  Assisting Financial Planner with produ...
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Re-Reg Administrator Bath £19,000 - £22,000 (dependent on experience) Working for a leading Platform business, the role is a function within Client Services Administration. Customer care is key for this client with emphasis placed on provision of service excellence and value to clients, ensuring work is right first time, every time. The central responsibilities include: • IFA Administration - to p...
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Liability Claims Team Leader West Midlands Up to £31,000 A unique opportunity has arisen for an experienced Claims Team Leader with proven management experience to lead a successful team within a progressive Insurance Organisation. Our Client is seeking an individual who has experience of managing a team and handling technical EL/PL Claims and has proven experience within the insurance industry at...
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Regional Underwriter - Property and Casualty - Hertfordshire Salary: £40,000 - £50,000 + benefits package Due to internal promotion an opening has arisen within a well-renowned Insurer as a Regional Underwriter, based from their Hertfordshire branch. The role will entail developing new business across the region (from Northamptonshire to Norfolk down to Essex and Buckinghamshire) and underwriting ...
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Claims Adjuster West Midlands Up to £17,500 An exciting opportunity has developed within a large insurance organisation for an experienced and enthusiastic individual. Our client is at the forefront of their market, providing a technical claims handling services for Corporate Clients across the UK. They specialise in handling liability claims and are currently seeking an individual with experience...
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Paraplanner Bristol Up to £35,000 This very well respected national IFA based in Bristol, are looking for an experienced Paraplanner to join their team. Providing a full technical support function to the Wealth Advisors, you will be responsible for the research, recommendation and compilation of financial planning reports. With a strong focus on providing an excellent experience for the client, yo...
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Bristol Senior Trade Support Administrator £23k - £28k Ensure that all trades are confirmed in an accurate and timely manner, process ad hoc manual dealing instructions, solve internal and external queries, and collate MI. Provide support to Dealing team and act as direct support to Trade Support Team Leader acting as a deputy in times of TL absence. • Ensure all trade confirmations, across variou...
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Tax Senior HNW Surrey Up to £40k + package Tax Senior who specialises in High Net Worth Tax is required for a successful Chartered Financial Planning Practice who is based in Surrey. This is a fantastic opportunity for someone who is ambitious and forward thinking as this role comes with a definite opportunity to progress to a leadership, management position. Responsibilities: • The role requires ...
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Senior Pensions Administrator Birmingham Circa £28,000 My client is a multi award winning TPA, who have been voted in the Top 100 best companies to work for by the Sunday times 2014. Due to the continuing growth of the business my client is now looking to add 2 Senior Pension Administrators to the dynamic administration team servicing both members and clients on several Defined Benefit (DB) and De...
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Pensions Team Leader Birmingham Circa £38,000 My client is a multi award winning TPA, who have been voted in the Top 100 best companies to work for by the Sunday times 2014. Due to the continuing growth of the business my client is now looking to recruit a Team Leader Role Summary: • The Team Leader plays an essential role in successfully leading their team and managing the DB and DC client work a...
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A leading fee-based wealth management business who specialise in providing holistic financial planning to a range of private clients and SME's are keen to appoint a highly qualified Senior Financial Planner to the business. Operating out of the Leicester office you will have an excellent platform to delivery cash flow planning advice to new and existing wealthy clients. Due to continued growth and...
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Telephone Account Manager Reading £25,000-£28,000 We have been retained by provider based in Reading, who are looking to appoint a experienced telephone based account manager for intermediary firms within a defined panel in order to maximise sales opportunities. You MUST have experience in a Telephone Account Management role within Financial Services The role: - Work to proactively promote specifi...
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My Client is currently looking for an experienced IFA Administrator to join their business in Newcastle (South of the River) THE ROLE • Provide comprehensive administrative support as part of a team to the advisers and paraplanners to assist them in the advice process for new and existing clients. • Deal with routine correspondence both by post, fax, e-mail and telephone. • Input fee and commissio...
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My Client is currently looking for an experienced Independent Financial Adviser to join their team in Liverpool where live clients are available for the successful individual. Reporting to the Managing Partner, the ideal candidate will be a self- starter, capable of influencing others, comfortable dealing with entrepreneurs across a range of issues and able to demonstrate a track record of success...
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My Client is currently looking for a SSAS Administrator to join their team in Leeds. The purpose of this role is to carry out any administration tasks for clients as required by the Client Manager and ensure a high level of service is delivered and all clients are treated fairly. •All administration should be relevant to the client needs and service is delivered within any agreed service levels, p...
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My client is currently looking for a Financial Strategy Analyst to join their team in London. The successful candidate will work as part of a team of analysts and consultants developing and delivering customised solutions and advice on risk management for pension scheme clients. THE ROLE • Develop a good knowledge and understanding of the various risk modelling tools (inputs, outputs, and consulti...
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My Client is current looking for a SSAS Client Manager to join their team in Leeds. Responsibilities The purpose of this role is to oversee all client work for a given group of clients, to ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. •To be accountable for a given group of...
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My Client is currently looking for a Wealth Manager/IFA to join their business in Glasgow. THE ROLE • Advise clients on all aspects of financial planning and wealth management. • Ability to develop relationships with both new and existing clients. • Maintain and develop a portfolio of clients by providing high quality advice and consultancy both initially and ongoing. • Ensure that revenue from th...
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Financial Planning Administrator Ipswich £21,000-£25,000 Depending on qualifications and application of knowledge Aim of the Role: The main aim of the role is to support the Financial Planner in Ipswich and to administer financial planning products and the financial planning process. Main Activities:  Processing new business and servicing existing business  Assisting Financial Planner with produ...
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Paraplanner - Newmarket, £35 000pa A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business. The Paraplanner will be responsible for the providing comprehensive technical...
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Group Pension Scheme Administrator/Team Leader, Milton Keynes, £29,000 The role is suitable for an experienced Adviser Support Administrator with at least 5 years experience in the Financial Services industry while preferably holding or studying for appropriate qualifications i.e CF1-3; FA1-3 or equivalent. You will also need experience managing a small/large team of Administrators. MAIN PURPOSE O...
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Paraplanner - Norwich, Norfolk, £35,000pa+Benefits A very high quality practice that provides wealth and financial planning to private clients are looking to appoint a Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount to the success of the business. The Paraplanner will be responsible for the providing compreh...
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Financial Planner West Midlands Up to £50,000 We are working with a chartered firm of practioners who specialise in cash flow planning for clients with £1million plus. A rare and unique opportunity has become available for a Financial Planner to join the firm on an employed basis with all clients provided from the Director of the business due to recent marketing activity that has led to a number o...
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Employee Benefits Consultant Salary up to £45k West Midlands Our client are a chartered firm of Financial Planners who have been established for over 50 years looking after the financial affairs of wealthy clients. They currently seek an Employee Benefits Consultant to join the corporate division and be involved in the following: • To be actively involved in the marketing and development of employ...
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Employee Benefits Consultant - Warwickshire Salary up to £45,000 We are working with a firm that provides employee benefits advice to wealthy private clients and SME businesses. Due to an internal move they now seek an employee benefits consultant to join the firm and manage a portfolio of clients. Key responsibilities - The Adviser will take responsibility for providing the advice to corporate cl...
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