Accounting & Finance category jobs at IDEX Consulting LLP

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Expatriate Tax Advisor London Negotiable plus package A highly regarded practice has a requirement for an Expatriate Tax Advisor to join the firm on a permanent basis in the London office. Your main focus will be on FTSE 100, FTSE350 and Far Eastern inbounds. This is a fantastic opportunity to develop client relationships early on in your career and to be involved in the day to day delivery and ma...
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Senior Administrator My client is a leading financial service IFA, backed by one of Europe's largest personal finance groups, we are well placed for the longer term and able to exercise our position and influence in the market for the benefit of our clients. THE DEPARTMENT - Client Support The role holder will be part of a team of Administrators supporting over 200 professionally qualified Private...
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Sales support role to 2 Advisers in a busy IFA practice. Responsible for managing day to day administration duties covering all pre and post sale enquiries , duties to include but not restricted to: *New business processing -online processing and by post for all life and pension business *Switching - online and by post *Suitability letters *Dealing with telephone enquiries with clients/providers *...
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My Client is currently looking for a Paraplanner to join their business on the Wirral. KEY RESPONSIBILITIES *Providing technical, research and administrative support *Production of compliant and detailed client suitability reports and presentations *Help manage client relationship and taking/making calls in a polite and professional manner *Possible attendance at client meetings *Keeping full and ...
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Claims Technician - West London Salary: £20,000 - £25,000 An award-winning Broker in West London are seeking a Claims Technician to deal with both Commercial and Motor claims. The Claims Handler will manage a caseload of claims from start to finish which will involve liaising with Insurers/clients/internal broking staff to keep them updated with progress. The role will also involve gathering and a...
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HNW Underwriting Manager Birmingham Salary up to £48,000 + generous benefits package. A fantastic opportunity has arisen to join a leading specialist insurer in their expanding Birmingham operation as a HNW Underwriting Manager. This role will encompass both the development of the HNW underwriting proposition as well as the development of individual team members, to grow their underwriting authori...
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Paraplanner - Guildford - upto £40,000 A forward thinking, Chartered Practice are looking for a Paraplanner to assist the team due to substantial growth over the past few years. They deal mainly in High Net Worth clients, so the main purpose of the role will be to prepare written advice and provide technical research services to a team of Wealth Advisers. Key Responsibilities: *Report writing (Lif...
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Employee Benefits Consultant - Guildford Salary up to £60,000 plus benefits, bonus We have been retained by a firm that provides financial planning and employee benefits advice to wealthy private clients, SME's and national businesses, the firm now have an assignment for a highly capable Employee Benefits Consultant to join the team and assist with the management of a portfolio of clients and new ...
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Corporate Account Handler Salary: £28,000 - £40,000 A leading Broker is seeking an experienced Corporate Account Handler in their Reading office. The role will entail working alongside a team of Account Executives and providing the highest possible level of service to corporate clients. This will entail assisting them with renewals, MTAs and new business quotes as well as general queries. Candidat...
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Development Underwriter - Hampshire/Surrey/Kent Salary: £32,000 - £40,000 + car allowance A well known national insurance organisation is looking to appoint a number of Underwriters in the South East as part of a newly created team. The purpose of the roles is to increase general commercial business in the region with premiums £10k upwards i.e. Commercial Combined, Property Owners, Motor Fleet etc...
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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 IFA's to be part of their vision and growth. This is a rare opportunit...
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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 IFA's to be part of their vision and growth. This is a rare opportunity ...
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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 IFA's to be part of their vision and growth. This is a rare opportunit...
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My Client is currently looking for an experience and Senior IFA for the launch of a new office in Manchester City Centre. THE ROLE *To implement a marketing plan and to generate sales within the region, predominantly new wins from the accountancy side of the business. *Responsible to deliver specific marketing projects as directed by the National Head of Financial Planning *Builds links with the w...
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SELF EMPLOYED IFA - Lancaster 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 IFA's to be part of their vision and growth. This is a rare opportunit...
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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 Paraplann...
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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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Financial Advisor - Ipswich, Salary up to £45,000 basic per annum + bonus + benefits A chartered practice that have an approach to financial planning which is based around high quality, fee-based financial planning have a requirement for an experienced Financial Adviser. The firm has a consistent lead flow of quality clients through various connections and joint ventures. Providing in-depth planni...
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Telephone Based Financial Adviser - Nottinghamshire - £29,000 + Bonus A leading national IFA practice are looking for a Telephone based Financial Adviser to join a team of 3 to Provide professional, effective, efficient and compliant telephone based service to clients as part of the advice team. The service will operate on a highly structured basis with clear policy, procedures and workflow, to a ...
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Senior Financial Planner - Stamford, Lincolnshire Salary up £50,000 / Self Employed plus bonus We are leading the search for a financial planning practice that delivers fee-based advice to a range of private and corporate clients - the business is the preferred choice for many professional practices within the accountancy and legal space. The business is looking to grow it's presence in Lincolnshi...
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Independent Financial Advisor, Cambridge, Up to £50,000 + Bonus 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 Financial Planner to the business. Operating out of the Cambridge office you will have an excellent platform to deliver cash flow planning advice to new ...
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Compliance Support Milton Keynes Salary Up To £29,000 My client is a global pensions business which prides itself in providing straight forward and well communicated pension advice. They are looking for someone to Work as a key member of the Compliance team based in their Milton Keynes office. You will be providing support to the team and also liaising with the operations teams, helping to develop...
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Property & Casualty Underwriter Birmingham Salary: £45,000 DOE An aspirational brand within the Insurance sector are looking to expand their regional presence and with this need strong insurance professionals to add to their already successful team. They are looking for a Property & Casualty Underwriter based in Birmingham and with a great Global name they can offer a competitive package with a st...
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Senior Liability Underwriter - Corporate Mid Market Full Time - Permanent Birmingham Up to £55,000 DOE An aspirational Insurer based in Birmingham are looking for a Senior Casualty Underwriter to join and already successful team. You will be responsible for the development of a profitable account within their specialist Liability division. This role will play a key part in the continued growth and...
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