Accounting & Finance category jobs at IDEX Consulting LLP

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Operations Director - London - £70-100k This is a newly created role, the job holder will have a broad remit to ascertain the most appropriate operating model needed to support the company. Supporting and reporting to the CEO in ensuring that products, services and practices are up-to-date, in line with customer needs and positioned to deliver optimum benefit to the company. Key responsibilities w...
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Managing Underwriter Bristol £40,000 - £50,000 depending on experience The Role To provide superior underwriting expertise and services to brokers and customers. As a Managing Underwriter you will support the Trading Manager in the leadership and management of the Market Underwriting Team, working to achieve sustainable, profitable growth. The Person Achieve or progressing towards professional qua...
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File Reviewer - Central London - up to £35k Our client, an international Insurance Brokerage, are looking for a File Reviewer to support the first line of defence by undertaking detailed audits of the business operations to ensure that the business meet their legal, regulatory and operational requirements. Key Tasks and Responsibilities: Plan, organise and conduct risk based electronic/file audits...
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My Client is successful and highly respected Wealth Management Practice in Leeds City Centre. They are currently looking for an experienced IFA Administrator to join their team on an initial 12 month contract. An immediate start is available. THE ROLE • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures • Prioritise workload to en...
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IFA - £75,000 + Bonus - Cambridge, Cambridgeshire Job Purpose To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. Job Ro...
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Chief Financial Officer London (Insurance) The client is developing business in the UK that specialises in the GI market. The role is effectively responsible for the day to day management of the finance function in conjunction with the exec Board. Strong knowledge of Insurance infra-structure, distribution channels and general finance within an Insurance environment are pre-requisite. The successf...
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An excellent opportunity to join a leading financial services organisation. Our client requires an experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client...
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Compliance Interim Manager, Mortgage Compliance Circa 40,000 West Midlands Leading financial service mutual looking to recruit a interim Compliance professional for 6 - 12 month contract to lead the development and implementation of a new Training and Competency framework including the training out to advisors. The incumbent will ensure that initiatives are in line with the strategic priorities an...
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Trading Underwriter £45,000 Bristol The Client Our client represents one of the most progressive and commercially minded underwriting teams in the region, where they are experiencing above target growth. They focus on commercial lines business and are able to offer attractive products and rates to a selection of business partners, to whom they provide an exclusive, professional, high quality servi...
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Commercial Property Claims Handler Birmingham Up to £25,000 A fantastic opportunity has arisen within an expanding Claims Organisation who are looking for an experienced Commercial Property Claims Handler. You will join a team of experienced Claims Handlers and will be allocated your own case load of Commercial Property Claims to handle from inception through to settlement. Role & Responsibilities...
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SELF EMPLOYED IFA - CARDIFF 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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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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