Accounting & Finance category jobs at IDEX Consulting LLP

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Financial Reporting Risk Tester West Midlands Skills • Generates innovative ideas and solutions to problems, and provides sound reasoning to support recommendations. • Ability to make recommendations in the face of complexity, conflicting pressures and ambiguous circumstances • Works to clarify and understand the broader purpose and mission of own work. • Coordinates planning efforts with other wo...
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Our clients is currently recruiting for an experienced Paraplanner to join their team in Altrincham. THE ROLE •You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact...
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Paraplanner - Woking, Surrey - £35,000 + Bonus - Dependant on qualifications and application of knowledge A very high quality chartered practice that provides wealth and financial planning to private and corporate clients are looking to appoint an experienced Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount t...
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Commercial Claims Handler - experience in Liabilities, Property and Motor West Midlands - Worcestershire Salary up to £25,000 An excellent opportunity has become available within an expanding insurance brokers for an internal Claims Handler. They specialise in handling Commercial claims and are currently seeking an individual with experience of handling Commercial claims, with a bias towards Prope...
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My Client is currently looking for an experienced Paraplanner to join their business in Cardiff. THE ROLE • To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and/or Senior Client Partners • To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient ma...
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Paraplanner £30,000 - £50,000 About us Leading general insurance and financial services firm looking to expand the Technical team. The Role Provide specialist Financial Planning advice, systems and technical support to Financial Advisers and expedite completion of the Financial report adhering to advice standards in order to deliver a cost effective, compliant and efficient sales and advice proces...
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Compliance Specialist (Projects) Birmingham Up to £37,000 Leading financial service firm, currently looking to appoint a Compliance Specialist on a fixed term contract to represent risk and compliance on a number of projects Your main responsibility will be to provide technical and regulatory advice and guidance to relevant parties within the project, and identify any potential regulatory implicat...
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Proposition Performance Specialist - Retirement & Protection About us My client is one of the UK's leading general insurance and financial services companies, now looking to build on the current proposition team and recruit a Performance Specialist for the Retirement and Protection product suite The Role Lead or contribute to the evaluation, design and development of the range of product propositi...
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Compliance Manager - London - £40-60k A London Market Insurance Broking group is looking to appoint a Compliance Manager to deputise to the Compliance Officer. The role will entail undertaking compliance monitoring activities across the business, as well as providing advice to peers and keeping the business up to date with regulatory changes and policies. To be considered for this role you should ...
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Sales Support Executive- London Group Risk, Healthcare and Insurance Salary up to £29,800 + benefits THE ROLE • Working in partnership with consultants to develop relationships and provide proactive office based support that allows consultants to increase marketplace presence while also generating growth opportunities. • Helping to support their panel of brokers to maximise relationship cultivatio...
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SELF EMPLOYED IFA - PRESTON IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed Advisors to be part of their vision and growth. This is a rare opportuni...
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Commercial Underwriter Mid-Market New Business Team West Yorkshire £25k - £35k + Outstanding benefits package One of the UK's largest general insurers is looking for an experienced Commercial Underwriter to focus on New Business from an existing portfolio of brokers and expanding the companies presence within the region. The Role The successful applicant will be responsible for writing cross class...
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SELF EMPLOYED IFA - GLASGOW IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed Advisors to be part of their vision and growth. This is a rare opportuni...
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SELF EMPLOYED IFA - Newcastle IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed Advisors to be part of their vision and growth. This is a rare opportu...
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Commercial Development Underwriter Salary to £45,000 + Car Allowance + Performance related bonus. Scotland (Home Based) An exciting opportunity to join a market leading insurer as a Commercial Development Underwriter in a field based role in Scotland. My client are keen to expand their Scottish operation utilising local talent to complement their existing team. The Role: You will be responsible fo...
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D&O Underwriter Bristol £25,000 - £30,000 A global insurer is looking to appoint a D&O Underwriter to their successful Bristol office. The Role Contributes to the growth and profitability, markets, underwrites and provides a high standard of products and services which respond to the needs of risks requiring special handling or unusual coverage. The Company My client is part of a global business w...
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My Client is a national IFA practice and they are currently looking to build their business by recruiting a number of Homebased Self-Employed Advisors in Cornwall by the end of the year and continuing in to next year. This is a rare opportunity in the market where all clients are provided together with full administration and paraplanning support.  You will be an ethically strong and ambitious IF...
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My Client is a national IFA practice and they are currently looking to build their business by recruiting a number of Homebased Self-Employed Advisors in Poole by the end of the year and continuing in to next year. This is a rare opportunity in the market where all clients are provided together with full administration and paraplanning support.  You will be an ethically strong and ambitious IFA w...
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IDEX Consulting LLP - Southampton, South East/Southern, SO143JA(15 hours ago)
I have been retained by a national IFA practice who are currently looking to build their business by recruiting a number of Self-Employed Advisors in Southampton, by the end of the year. This is a rare opportunity in the market where all clients are provided together with full administration and paraplanning support. • You will be an ethically strong and ambitious IFA with a high earning potential...
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IDEX Consulting LLP - Portsmouth, South East/Southern, PO110DG(15 hours ago)
I have been retained by a national IFA practice who are currently looking to build their business by recruiting a number of Self-Employed Advisors in Portsmouth, by the end of the year. This is a rare opportunity in the market where all clients are provided together with full administration and paraplanning support. • You will be an ethically strong and ambitious IFA with a high earning potential....
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SELF EMPLOYED IFA - SHEFFIELD IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed Advisors to be part of their vision and growth. This is a rare opportu...
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Underwriter York Salary to £32,000 An opportunity to join a well respected and innovative organisation as an Underwriter is now available in York. Due to significant growth plans on the back of a successful year my client are looking to expand their operation, dealing with both provincial and national brokers as well as direct customers. The Role Underwrite niche commercial business, concentrating...
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Client Service Advisor/Pensions Administrator Bristol £18,000 - £21,000 A leading global organisation is looking for an Administrator to come on board and join their employee benefits team in Bristol. Role • Assist in the setup of new pension business • Develop and manage a personal portfolio assessing the activity of the client • Provide first class service to SME clients in regards to their DC (...
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Sales Executive Bristol £22,000 - £28,000 Working in partnership with a Sales Consultant to develop strong relationships and provide professional broker support, this role would suit a high skilled proactive individual with sales attributes/drive/aspirations that helps generate new and existing business opportunities. Key Accountabilities: • Working alongside the Sales Consultants in order to maxi...
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My client is currently looking for a Senior Compliance Officer to join its team in the Leeds area. The successful candidate will be responsible for distilling and distributing regulatory knowledge and information on compliance subjects to its clients and assisting the Compliance Offices in daily activities. THE ROLE •Remaining up to date with regulatory changes and policy •Providing telephone and ...
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