Accounting & Finance category jobs at IDEX Consulting LLP

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Assistant Financial Planner - Central London Salary up to £50,000 A true financial planning & wealth management practice are looking to appoint an Assistant Financial Planner to support the businesses growth, reporting into the Head of Financial Planning you will work with a team of highly qualified Advisers. The Assistant Financial Planner is responsible for the quality, accuracy and efficient de...
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This role will be purely focussed around new business and the development of relationships with prospective clients. There will be a lot of autonomy associated with the role and as such someone with self motivation and exceptional organisational skills is required. To be successful you will have to demonstrate a proven track record of developing new business, generating leads and closing deals wit...
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Paraplanner - London Salary up to £45,000 plus benefits We are leading the search for a financial services group that provides a range of solutions to individuals and organisations across the wealth management, employee benefits and general insurance space. The Paraplanner will act as technical support to deliver professional quality written reports for the Financial Planners and their clients in ...
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Compliance Officer - London Salary up to £50,000 plus benefits An independently owned financial planning and investment management business that provides wealthy private clients, investors and businesses with wealth advice is looking to appoint a Compliance Officer. Reporting to the Compliance Manager & Compliance Director, you will assist in carrying out regular monitoring in various business are...
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Senior Paraplanner - Guildford, Surrey Salary up to £40,000 plus benefits An independent financial planning and investment management business is keen to appoint a Senior Paraplanner to provide comprehensive technical support to a small team of high quality, fee-based Financial Planners. - Research and technical assessment of cases submitted by Consultants and Directors. - Production of compliant ...
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Senior Financial Planner - Essex Salary up £60,000 plus benefits, bonus We are leading the search for a leading, international professional practice that delivers fee-based advice to a range of private clients. The firm require a Financial Planner to deliver advice to the businesses existing client base which are generated by forging relationships with internal key stakeholders who will pass over ...
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Corporate Claims Team Leader West Midlands Up to £50,000 Our client is looking for an experienced Claims Team Leader to join their business based in the West Midlands. The role; You will be responsible for leading and motivating a team of corporate claims handlers. You will oversee your team's technical performance and quality control programme. Manage your team's client interaction programme; inc...
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Senior Financial Planner - Surrey Salary up £60,000 plus benefits, bonus We are leading the search for a leading, international professional practice that delivers fee-based advice to a range of private clients. The firm require a Financial Planner to deliver advice to the businesses existing client base which are generated by forging relationships with internal key stakeholders who will pass over...
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Private Client Planner - Milton Keynes - Up To £34,000 Job Purpose: The primary objective of the Private Client Planner role is to work closely with Financial Planners to develop and review clients Lifestyle Financial Planning using Truth Software. The outcome of which is that their clients have ownership of lifestyle objectives and a sound financial plan to achieve their desired outcomes. The Rol...
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Group Risk Administrator - £25,000 - Leicester This market leading Employee Benefits Consulting Practice is looking to recruit a driven and ambitious Group Risk Administrator to join their team in Leicester. You will be responsible for providing direct support to Associate Consultants, Consultants and Clients with regards to Group Risk. This will involve regular client contact and back office admi...
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My Client is currently looking for an experienced Group Risk Administrator to join their team in Manchester. The candidates ideally should have a current working knowledge and experience in all aspects of Group Risk administration with either an insurer or intermediary to include: o Knowledge of Group Income Protection, Group Life and Group Critical Illness processes and procedures o Account check...
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Liability Claims Handler Colchester Up to £25,000 A national brokerage based in Colchester is in the market for a Claims Handler to join their Liability claims division. The role will involve handling a case load of UK Employers Liability, Public Liability and Products Liability claims, from first advice through to final settlement. The ideal candidate will have previous handling experience within...
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Development Underwriter South West £30k - £40k + Car Allowance, Bonus, Benefits An outstanding opportunity has arisen for a Development Underwriter to join a household name in the UK insurance market. You will possess strong trading skills, underpinned by a thorough technical knowledge around commercial and mid-market risks, which you will use to expand a panel of South West broker accounts, with ...
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Business Continuity & Risk Consultant Leading general insurance and financial services company looking to bring on a Business Continuity and Risk Consultant to have responsibility for a variety of tasks focused on ensuring employees understands their roles in business continuity management. The Role • Support and advise the Group when producing business continuity plans • Plan and carry out busine...
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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 compliant records on file • Liaising with advisers on a regular basis, to work on ...
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IDEX Consulting LLP - Maidstone, South East/Southern, ME156LD(3 days ago)
Financial Planner - Maidstone, Kent Salary up to £40,000 plus benefits, bonus A leading firm of financial planners that provide fee-based financial planning to wealthy private clients and investors are keen to increase the advice capacity due to continued growth, the advice model in place helps clients achieve their long term financial and life goals. The firm hold relationships with various profe...
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My Client is an UHNW Investment Management practice located in the heart of Manchester. They are currently looking for a Portfolio Manager with Cash Management experience to join their team. THE ROLE • Review the client's needs/risk - mostly collated initially by a Client Partner • Devise a cash management approach (this will be in conjunction with a Client Partner- i.e. type of account, number of...
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My Client is an UHNW Investment Management practice located in the heart of Manchester. They are currently looking for a Cash Management Manager to join their team. THE ROLE • Review the client's needs/risk - mostly collated initially by a Client Partner • Devise a cash management approach (this will be in conjunction with a Client Partner- i.e. type of account, number of accounts, type of institu...
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Risk Executive West Midlands £40,000 - £65,000 Leading financial service and general insurance firm looking to recruit a senior level operational risk individual to ensure the employees understands their role in operational risk management, the operational risk framework and the operational risks they face Job Specification Designing and implementing risk strategies and frameworks across in line w...
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Risk Consultant West Midlands £30,000 - £45,000 Leading financial service and general insurance firm looking to recruit an operational risk individual to ensure the employees understands their role in operational risk management, the operational risk framework and the operational risks they face Areas of involvement will include: • Delivering operational risk thematic reviews, focusing on setting ...
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SIPP Pensions Administrator Milton Keynes Salary Up To £23,000 My client is a global pensions 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. The purpose of this role is to oversee all client work for a ...
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My Client is currently looking for an experienced DC Pensions Administration Manager to join their team in Leeds on an initial 12 months maternily cover contract. THE ROLE • Reporting to the Head of Pensions Administration, you will ensure the delivery of a high quality DC pensions administration service to employers and members participating in the company's DC schemes via the company's third par...
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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 manner • Regularly participate in team meetings, including highlighting issues and owning actions th...
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Personal Injury Large Loss Claims Executive West Midlands Up to £48,000 Our client, a highly respected specialist insurer are currently looking for an experienced Claims Executive to join their large loss team. You will be responsible for managing high value and complex claims and providing technical advice and guidance to improve claims handling capability and deliver fair outcomes and excellent ...
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Operations Manager Bristol £40k-£55k + Package We're working with a major insurer who is looking to appoint an experienced Operations Manager to their leadership team in Bristol. As a senior member of the team you will play a key role in the day-to-day running of a busy office through man and team management, training and development and overseeing MI and FCA compliance. Role You will take on the ...
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