Accounting & Finance category jobs at IDEX Consulting Ltd

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Due to continued growth an exciting opportunity has become available to join my client in Bristol as an ATE underwriter. Focused on the underwriting of new and existing ATE risks within a multi discipline team. Working closely with the Claims Handler to review lost and abandoned cases, and to review certain cases prior to underwriting terms being agreed. To be considered for this role you will be ...
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My client is currently looking for an IFA Administrator to join their team in South West Manchester. THE ROLE *To provide a high quality administrative support to the Advisers and Clients of the Company *To become fully competent and proficient in the use of the systems, equipment and software required to carry out your duties. *To provide sales support, obtain quotations, administer new business,...
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My Client is currently looking for an experienced IFA Administrator to join their firm in Liverpool. The successful candidate will be responsible for all aspects of pension and investment administration. This includes processing new business, ISA and pension transfers, servicing requests, fee calculations and retirement benefits. *Accurately process new business and monitor progress through to com...
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My Client is currently looking for an experienced IFA Administrator to join their team in West Cheshire. Processing new business applications in a timely and compliant manner Liaising with product providers, clients and advisers as necessary Inputting new business and maintaining and ensuring that new and existing records, both computerised and manual, are kept up to date Produce client review...
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Group Pensions Administrator - Chelmsford - Salary Up To £26,000 A high quality fee-based practice that provides independent advice to both private and corporate clients are looking to appoint a Group Administrator to their Chelmsford office, they hold a reputation around professionalism and trust with their clients which is paramount in today's market. Experience Required: Experience within a cor...
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IFA Administrator - Northampton - £24,000 Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, creat...
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Job Title: Employee Benefits Consultant Location: Nottingham Salary: £35,000k - £55,000k Overview This market leading Employee Benefits Consulting Practice is looking to recruit a driven and ambitious Consultant to join their team in Nottingham. You will be responsible for a client bank and work closely with a new business consultant across the whole EB marketplace, including Group Risk, Group Pen...
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A well-known broking house in the City is looking to recruit an experienced Cyber Liability specialist who has experience as either an Account Handler or Account Executive. You will be dealing with large ticket business in this class of Insurance and looking for an opportunity to progress with a major name in the market. Excellent opportunity for an individual looking to develop their career. Comp...
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Client Support - Group Personal Pensions My client is a leading broker looking to expand the team and appoint a Client Support member to the group pension's team *The administration of Group Personal Pension schemes *To provide a friendly and professional service to all clients and colleagues *To not only meet the client's expectations but to exceed them *To provide effective administration and sa...
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As one of the countries leading providers of employee benefit solutions our client now seek a junior consultant to work in their employee benefits team in Birmingham. As a consultant working alongside the director of the business you will be required to offer solutions on group risk and group pensions to business owners focussing on first class solutions. The successful candidate will ideally be f...
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Client Support - Group Risk My client is a leading broker looking to expand the team and appoint a Client Support member to the group risk team *Working in a team to deliver first class administration *Drafting of client emails/ letters *Establish and maintain client governance reports *Liaising with Associate Consultants, Consultants and insurers for new business quotations. *Processing of new bu...
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A well-known broking house in the City is looking to recruit an experienced Medical Malpractice specialist who has experience as either an Account Handler or Account Executive. You will be dealing with large ticket business in this class of Insurance and looking for an opportunity to progress with a major name in the market. Excellent opportunity for an individual looking to develop their career. ...
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Client Risk Administrator - Employee Benefits - Birmingham My Client has an exciting opportunity for an Employee Benefits Administrator, with strong numerical and analytical skills to join our Group Risk Employee Benefits Team based in Birmingham. For the right candidate, they will offer excellent training and long term career progression within Employee Benefits. You will be part of a global cons...
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Mortgage Advisor Solihull Up To £30,000 My client is currently looking for a Mortgage Advisor to join their office in Solihull working with high quality introducers. They are looking for a Mortgage Advisor who has good exposure to the mortgage advice process and will be able to demonstrate a track record of providing advice on mortgages to HNW clients and working with professional introducers. Lea...
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An expanding MGA based in the City is looking to add to its successful platform Construction Underwriter who has experience in operating in this line of business. You will have an extensive background in underwriting CAR risks, be a market leader that has the entrepreneurial flair to develop business and run a profitable account. The appetite for product line is mixed, the key is the right level o...
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An expanding MGA based in the City is looking to add to its successful platform an Engineering Underwriter who has experience in operating in this line of business. You will have an extensive background in underwriting Engineering risks, be a market leader that has the entrepreneurial flair to develop business and run a profitable account. The appetite for product line is mixed, the key is the rig...
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My Client is currently looking for an Actuarial Consultant to join their team in Bristol. The successful candidate will be responsibly for providing high quality pensions actuarial and consultancy support. Key Responsibilities *Working closely with both Principals and the client's Senior Consultant to ensure effective and timely provision of actuarial and consultancy services *Assistance with the ...
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Key Responsibilities *To meet or exceed personal targets as set at the beginning of each production year *To proactively maintain and develop a panel of Financial Advisers that sell Individual and Group protection *To follow through on leads obtained from Branches, Individual IFA Sales, Sales Management and Sales Consultant colleagues *To actively promote the company's products and services *To ta...
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Paraplanner/Trainee IFA London £35,000-£45,000 OTE We have been retained by a medium sized, well established city based IFA who are in the market for a Paraplanner who is looking to move into a trainee IFA position. This role will be paying upto £35,000,OTE c£45,000 The role would suit an existing Paraplanner, seeking their first advisory role. Key Responsibilities: Immediate CF30 sign off will be...
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Job Ref: J9822 Commercial Underwriter Bristol 18-28k depending on experience A major UK Insurance provider is looking to add an experienced Commercial Underwriter to their growing Bristol office, working with brokers across the regional you will be responsible for your own caseload of renewal business. The Role You will be responsible for underwriting a range of existing commercial cases, making d...
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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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Paraplanner London upto £37,000 We have been retained exclusively by our client who are a quality fee based IFA business who have a discretionary investment offering and deal predominantly HNW clients and investors. The business is the leader of wealth planning across the UK and is continuing to grow with the acquisition of the markets leading talent. As a way of offering their clients a more in d...
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Senior Paraplanner Birmingham £35,000 + benefits and bonus Leading investment house and wealth management firm currently looking to appoint a Senior Paraplanner to the established team. Responsibilities To build a working knowledge of the business support function, and to manage the teams relations with business support. Complying with the regulatory regime whilst demonstrating an understanding of...
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My Client, a chartered IFA, is looking for a Paraplanner to join their established team in Somerset. The successful candidate will act as technical support to deliver professional quality written report documentation for the company and their clients. Key Responsibilities: *Act as first point of contact for client regarding any technical queries and as the technical interface between clients and F...
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A large, well established insurance organisation are recruiting for a Loss Adjuster to join their team to handle cases in the North West / East. The Role; You will manage Property / Liability Claims working within company and regulated guidelines. You will respond to claims in a timely manner. You will investigate liability / assess damages and communicate effectively with policy holders The Perso...
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