Accounting & Finance category jobs at IDEX Consulting LLP

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Senior Paraplanner - London, City Salary up to £35,000 plus benefits A very high quality practice that provides wealth and financial planning to private and corporate clients and offer a service based around quality are looking to appoint a Paraplanner, they carry an image and reputation around professionalism and trust with the clients which is paramount. As part of an on going plan to deliver ou...
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Group Internal Audit Excellent Basic and bonus London - City My client is an Iconic insurance leader in the City of London. They are looking for a Group Internal Audit to join their progressive and ambitious team. Your major audit responsibilities include: Participate in audits Perform in- depth risk analysis and contribute to the determination of the particular audit scope May lead a particular p...
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IFA Administrator Banbury, Oxfordshire £20,000-£25,000 dependant on qualifications and application of knowledge We are currently partnered with a leading financial services company who, due to continued success, have a vacancy for a PA/Financial Services Administrator for their busy Banbury office. The Company: Specialising in all aspects of international finance for both private and corporate cli...
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Claims Advocate London Salary - negotiable Our client is seeking an experienced Claims Advocate to join their expanding business based in London. The role; You will be required to manage client relationships to ensure that claims is a key retention factor. You will ensure all clients receive a high level of claims service and contribute to the achievement of service, financial and developmental ob...
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Compliance Officer - London - £35-40k Our client is an insurance business with international reach. They are looking to strengthen their team with an experienced Compliance Manager. The role will be involved in monitoring and reporting across different areas of the business, mainly motor and general commercial products. You should have good experience in a generalist compliance role in an insuranc...
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Claims Manager Near Stourbridge Up to £35,000 A position has become available for a Claims Manager to join a professional and progressive company who pride themselves on service and quality. Role and Responsibilities: You will be managing a team of Claims Handlers and act as a referral as a specialise in your field. You will work closely with the Head of Claims and the Underwriting Team to researc...
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Claims Handler Near Stourbridge Up to £25,000 A position has become available for a Claims Handler to join a professional and progressive company who pride themselves on service and quality. Role and Responsibilities: You will have your own portfolio of claimant and defendant employment claims which you will be responsible for assessing and managing. You will also be exposed to a variety of claims...
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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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Operational Risk Analyst London upto £52,000 You combine strong critical thinking skills with the imagination to look beyond the obvious. You can get to grips with operational detail without ever losing sight of strategic goals. This team is a global group of 45 full time staff, focussed on consulting to clients on all aspects of custody, securities lending, transitions and operational risk assess...
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Pension Transfer Specialist London upto £50,000 This company are part of the world's largest firm of independent financial advisers and are looking for experienced Pension Transfer Specialist to join their expanding team. Candidates must be experienced in the UK Financial Services Pension Transfer arena with preferably experience of overseas pension schemes. Working closely with our Parent company...
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Employee Benefits Administrator (PMI) Croydon upto £29,000 Looking to appoint an Employee Benefits Administrator with strong analytical skills to join their Employee Benefits team based in Croydon. The successful candidate will provide quality administration and analytical support to consultants and clients regarding their private health insurance benefits and assist in the development and retenti...
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Motor Underwriting (Regional) Manager (London City) Salary £50K - £60K Dependent on experience Location: London City The Role: You will be responsible for ensuring the profitable growth of motor fleet and trade within the region. The Candidate: The successful applicant will be a technically competent individual who has experience working in a customer facing role and is competent in leading a team...
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IFA Support Central Bristol £19,000 - £23,000 Our Client is an all-encompassing financial planning and advisory company, based in central Bristol. They now need to complement their team with the addition of an experienced IFA Administrator, to support a successful Adviser. This role presents a great opportunity to join a successful and progressive team, with clear development opportunities. Respon...
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Paraplanner - Derby - £35,000 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 supp...
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Deputy Compliance Director - London - £70-90k Our client is a leading UK based brokerage. Due to planned growth and group developments, an experience Compliance Officer, is required, to deputise to the group Head of Risk & Compliance. This will be a generalist position, covering advisory, monitoring, policies & controls. With a focus on conduct, financial crime and conflicts of interest. To be suc...
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Internal Auditor Birmingham £20k - £32k + Company package Internal Auditor required for an international mid-tier firm. You will be reporting directly into the Internal Audit Partner and Managers, you will be responsible for delivering risk based internal audit work to a range of clients including housing associations, education and charities. Responsibilities: • Planning internal audit work progr...
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Claims Manager Near Stourbridge Up to £35,000 A position has become available for a Claims Manager to join a professional and progressive company who pride themselves on service and quality. Role and Responsibilities: You will be managing a team of Claims Handlers and act as a referral as a specialise in your field. You will work closely with the Head of Claims and the Underwriting Team to researc...
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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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SIPP Client Advisor Cheltenham £18,000 - £23,000 My client is a partner led business which prides itself in providing straight forward and well communicated pension advice. This philosophy means that they are dependent on talented and well trained employees who enjoy working in a closely knit and friendly organisation. Responsibilities The purpose of this role is to oversee all client work for a g...
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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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Accounting and Business Advisory Supervisor Leicester £30k + company benefits Accounting and Business Advisory Supervisor required for a Top 10 practice firm for the offices in Leicester. The position would suite someone who has the ability to maintain effectiveness in a changing environment and the willingness to respond quickly and positively to change and new objectives. Responsibilities: • Pre...
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My client is currently looking for a Paraplanner to join their team in Manchester. Job Description • Identify and obtain the information necessary to compile reports • Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs • Prepare information/comparisons for analysis by planner • Liaise with c...
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My Client is currently looking for a Senior IFA Administrator to join their team in Bolton. • The successful candidate will support the advisers in the provision of financial planning advice to clients. • Data input of fact find information and documentation onto the back office system. • Diarising events throughout the business cycle. • Producing new business or review packs and preparation for c...
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My client is currently looking for a chartered or almost chartered Paraplanner to join their rapidly expanding team in Cheshire. THE ROLE o Working with the financial planner to manage client portfolios under our discretionary management service o Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner o Ongoing review of client portfoli...
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My Client is currently looking for a Trainee Paraplanner to join their team in Cheshire. The successful candidate will be diploma qualified individual (or equivalent) and will suit someone who is looking to take the next step in their career to become more technical. THE ROLE • Work with the financial planner to develop strategy and specific recommendations • Composition of initial strategy and su...
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