Accounting & Finance category jobs at IDEX Consulting LLP

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Senior Paraplanner • Wolverhampton West Midlands • £28,000 - £36,000 per annum Description My client is an experienced holistic Financial Planning Adviser who due to growth need an experienced investments and pensions Paraplanner to join their firm. Job Description This role will be supporting one Adviser / Director who has been working in the same practice for the last eight years. The role will ...
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Senior Paraplanner • Wolverhampton West Midlands • £28,000 - £36,000 per annum Description My client is an experienced holistic Financial Planning Adviser who due to growth need an experienced investments and pensions Paraplanner to join their firm. Job Description This role will be supporting one Adviser / Director who has been working in the same practice for the last eight years. The role will ...
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Financial Planning Administrator / PA South Birmingham, West Midlands £23,000 - £26,000 per annum Organisation Description Chartered firm looking to appoint an experienced Financial Planning Administrator to join their firm. To work closely with the Director of the business Job Description Responsibilities • Generating, quotations, valuations and illustrations • Liaising with providers and clients...
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Financial Planner Worcestershire Salary up to £50k + bonuses Our client are an award winning, prestigious national organisation who have a successful restricted model in place. As part of their growth plans in 2014 they now seek established planners to join the business and take on client banks that are generated through acquisitions and existing client base. We are seeking advisors who can take a...
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Paraplanner - 40K Our specialist Personal Financial Planning client provide a comprehensive and tailored range of services to high net worth employees. They provide advice and implement solutions on a wide range of personal finance matters This vacancy is for a Paraplanner based in our London office to support our PFP consultants This will allow consultants to spend more time with clients; improvi...
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IFA Administrator, Cambridge, 19,500 To provide a complete administration service for the Advisers, within Private Wealth. Delivering a high level of technical support for the Adviser, to assist them in the procurement and processing of new business and the servicing of existing clients. To adhere to strict FSA regulations and internal policy and procedure. They provide independent financial advic...
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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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IDEX Consulting LLP - Fareham, South East/Southern, PO167SL(10 hours ago)
Paraplanner Fareham Circa £30,000 + Benefits Our Client is a successful Insurance Broker and Financial Planning Practice; they're currently in search for a Paraplanner to join their office in Fareham due to expansion Role purpose: To analyse Client portfolios and produces technical reports for Consultants and Directors. As financial advice is regulated by the FSA, this role has limited signing aut...
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Senior IFA administrator W-S-M £28,000 An excellent opportunity has arisen for a level four qualified senior administrator / paraplanner to join a leading firm of Chartered Financial Planners in Somerset. You will join a small but friendly and busy office with a great team environment. This is a chance to obtain a full range of experience in personal finance planning with encouragement to progress...
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IFA Support Cheltenham £18,000 - £24,000 A wonderful opportunity to join a well established IFA practice that is looking to strengthen their current team. This role offers the opportunity to learn and progress but within a relaxed and enjoyable environment. Responsibilities will include:  Engage with customers and build strong, professional, lasting relationships.  Adopt a collaborative and can ...
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Technical Paraplanner Bristol c£35,000 This is a rare opportunity for an experienced Paraplanner to utilise your technical knowledge in helping to develop new software and helping with the ongoing development of their calculators and planning tools. You may currently work in a technical role with a financial product provider, or perhaps you are a highly qualified and experienced Paraplanner who en...
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Employee Benefits Administrator Bristol Up to £22,000 I am recruiting on behalf of a Wealth Management firm in central Bristol that has an opening for an Employee Benefits Administrator to join their team. Working within an experienced team, you will be the main point of contact for Clients processing new and existing business. Responsibilities: •Support business development through the provision ...
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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 currently looking for an experienced Compliance Manager to join their team in Cheshire. They require someone who is able to communicate compliance strategy and plans effectively. Someone who can handle an ever changing and dynamic working environment and who has a strong background and knowledge of compliance in a financial services environment. This role requires someone who is at le...
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Senior Compliance Manager - Projects & Outsourcer Oversight West Midlands Circa £75,000 My client, a global assurance firm currently looking to appoint a Senior Compliance Manager to the established team. The role is to provide compliance support to business initiatives and projects. To be part of the Compliance Management team providing compliance support to business units to facilitate the effec...
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Credit Controller Birmingham £19k - £22k depending on experience Credit Controller required for a leading property company who are based in Birmingham centre. In this exciting opportunity you will be required to assist the Credit Control Manager to enable the day to day running of the Credit Control Department, also to undertake any duties as required. To be considered for this position it is esse...
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Financial Advisor - Newmarket - £35,000 About the role Developing a close working relationship is key and therefore the first step is normally to hold a meeting on a 'without obligation' basis. The purpose of the meeting would be to gain a full understanding of the prospective client's position and key issues and objectives. Following the meeting, our client would typically carry out an in-depth r...
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Global Finance Transformation Director Cambridge My client is a Global Biotechnology Giant operating in over 80 countries. I have been retained by them to seek Global Finance Transformation Director for their Head Office in Cambridgeshire. The Global Finance Transformation Director will be responsible for implementing a finance transformation of their satellite shared service centres globally. Thi...
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Compliance Officer Dorking £ negotiable Key Accountabilities • Ensure enterprise-wide initiatives are undertaken with consideration of all applicable regulatory requirements • Carry out sign off of marketing materials and financial promotions • Deliver training, briefings and presentations to internal and external audiences on regulatory issues relevant to the Group's businesses. • Working with th...
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Global Strategic International Trade Consultant Birmingham Negotiable Global Strategic International Trade Consultant required for a Big 4 firm based in Birmingham. You will be joining an established team to advise multinational clients in key industry sectors on international trade issues impacting their global supply chain in the areas of cost reduction, risk and compliance and strategic plannin...
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Financial Services Administrator Cambridge £20,000-£25,000 dependant on qualifications and application of knowledge We are currently partnered with a leading financial services company in Cambridge who, due to continued success, have a vacancy for a Financial Services Administrator for their busy Cambridge office. Key Responsibilities  Servicing a portfolio of clients within financial services  ...
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Employment Tax Manager London, UK Employment Tax Manager required for a Big Four Accountancy Firm. Working within an established team you will be responsible for advising clients on UK PAYE, NIC and International Social Security related issues thereby assisting clients in terms of compliance with relevant legislation and in the design of policies which deliver benefits for the employee and manage ...
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Audit Manager - External Birmingham £50k depending on experience Audit Manager required for a Top 10 practice that are based in Birmingham to manage a substantial portfolio of clients in the Birmingham office, you will ensure both excellent client service and making a significant contribution towards the overall future development and success of the office and firm. Responsibilities: • Manage the ...
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Commercial Underwriter Birmingham Salary negotiable Our client are a leading City Centre firm who take pride in delivering a first class service to all that they deal with. The banking division are specialists in providing legal firms with tailored funding solutions and as a result of their continued success they now seek an established commercial underwriter to join the team. Job Purpose - Prepar...
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Corporate Administrator, Leicester, Up to £26,000 Depending on Qualifications and Application of Knowledge The role is suitable for an experienced Adviser Support Administrator with at least 2 years experience in the Financial Services industry while preferably holding or studying for appropriate qualifications i.e CF1-3; FA1-3 or equivalent. Main Purpose of the Job: To complete day to day adminis...
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