Accounting & Finance category jobs at IDEX Consulting Ltd

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Head of Employee Benefits Reports to: Chief Executive Officer Purpose of Job: To lead and manage the Employee Benefits team, ensuring that strategic objectives are defined and met through a focused business plan Very Competitive Salary Key Responsibilities: 1. Company Strategy and Business Planning: Contribute to the delivery of the overall group strategic plan through the development and implemen...
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Compliance Consultant Central London Salary up to £40,000 plus benefits, discretionary bonus An independent, regulatory consulting practice that provide innovative solutions to a range of regulated financial services business are looking to appoint a Compliance Consultant to join the expanding team in London. The firm offers a range of services to fund managers, securities brokerages, banks, inves...
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Senior Investment Manager My Client is currently recruiting an experienced Senior Investment Manager for their Merseyside office. In addition to managing their own clients will act as Branch Manager and be responsible for ensuring the successful management of the office. Key Responsibilities: *Manage Investment portfolios for advisory and discretionary clients as well as managing execution only cl...
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This firm is an award winning, world leading organisation of independent assurance, tax and advisory. Working with a variety of different clients such as banks, regulators and private clients they wish to promote high client satisfaction through ensuring that workers are valued and recognised for their contributions. The firm is currently seeking an FP Advisory Manager who will implement the marke...
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A leader in the global cyber insurance market are looking to add an analyst top their growing team. The role will be based in the London office and would be suitable for those with a genuine passion for the cyber risk environment. The role will involve working closely with multiple internal teams to develop and advise upon the company's strategic positioning. This includes a broad spectrum of resp...
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Broker Sales Consultant - Group Risk Products West Midlands Competitive Salary, Car allowance, Entry into the pension schemes, Life assurance, PMI, Company Mobile Phone, Company Laptop, Business expenses We are currently recruiting for a sales consultant role to be based in the west Midlands. The Sales Consultant will need to call on existing brokers and build the relationships that are already in...
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Senior Financial Planner Bristol £40,000 - £70,000k A leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. The Banking division provides lending to small businesses and individuals, with an emphasis on specialist finance. We also offer deposit taking services to UK businesses and individuals. In Securities, we provide trading serv...
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Private Client Advisor Solihull Job Purpose Provide private clients with initial and ongoing advice in accordance with company policy, compliance procedures, and regulatory requirements. Areas of Responsibility *Adherence to compliance policies and procedures *Attend private client meetings to disclose initial regulatory requirements and gather fact-find risk profile information, and money launder...
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Job: Trainee Stockbroker (Bristol Advisory Dealing team) Summary:Engaging with Inactive clients, helping with team tasks and learning the profession of stockbroking. Reports to:Branch Head Main Activities 1.Contacting and engaging with inactive clients offering the complete wealth management proposition. 2.Actively seek new business through own network, intermediaries and other referrals. Generate...
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Financial Planning Administrator/Paraplanner - Colchester, Essex - £24,000 My client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. They are looking for an experienced Financial Planning Administrator to join their Colchester office. Job Objective To undertake cli...
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IDEX Consulting Ltd - Dartford, South East/Southern, DA11RN(22 hours ago)
Position - Management Accountant Location - Dartford, Kent Sector - Insurance Salary - £45,000 - £55,000 plus a comprehensive benefits package My client is an up and coming Insurance Broker with a turnover in excess of £25m and have ambitious plans to double in size over the next 2 years. The successful Management Accountant will be joining an organisation that works with quality insurance provide...
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Paraplanner Northampton, Northamptonshire Salary Up To £35,000 Our client is a chartered, 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 are looking for an experienced Paraplanner to support two Chartered Adviser's based out of their Northamptons...
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Insurance Performance Improvement Analyst Birmingham Up to £26,000 Our client is a well established insurance organisation based in Birmingham city centre. A new vacancy has arisen for an Insurance Performance Improvement Analyst to join their team. You will be required to analyse, interpret and report on the sales and marketing performance. Previous experience in database management, analysis and...
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Tax Partner - Financial Services Central London Salary between £175,000-£250,000 plus bonus We're partnered with a leading international Chartered Accountants & Business Advisors in their search for a Tax Partner to lead and drive the growth of the firm's existing Financial Services Tax offering, the position would suit an existing Director for a 'Big 4' or Top 15 Partner. The Tax Partner will be ...
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PI Underwriter - Surrey (North) Salary: £25,000 - £35,000 An Underwriter is sought in Surrey to underwrite Professional Indemnity business. The Underwriter will focus on purely new PI business up to £15k in premium, across a range of professions i,e, Accountants, Architects, Surveyors and Miscellaneous. This is a newly created autonomous role and as such the jobholder will have input into how the ...
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My Client is a Chartered Financial Planning practice in Leeds and they are currently looking for an experienced Paraplanner to join their team. The successful candidate will be responsible for providing a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client. THE ROLE *Preparation of Suitability/Reason Wh...
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Position - Corporate Finance Manager - Transaction Services / Due Diligence Function - Transaction Services Location - Central Birmingham Salary - £40,000 - £50,000 plus bonus & a comprehensive benefits package My client is a leading accountancy practice and business advisory, focused on providing services to ambitious businesses (Mid Market) within the UK. My client boasts UK revenues in excess o...
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Position - Branch Liaison Manager Position Type - Permanent Location - North Buckinghamshire Salary - £62,000 - £68,000, Car Allowance, Company Bonus & Comprehensive Benefits Package Client - Retail Insurance Broker My client is one of the UK's largest and leading Insurance Retail Brokers. Boasting over 45 offices UK wide and is an employer of nearly 1500 staff. This Insurance Broker has an aggres...
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Position - Insurer Liaison- Retail Insurance Broker Position Type - Permanent Location - North Buckinghamshire Salary - £47,000 - £52,000, Car allowance, company bonus & a comprehensive benefits package Client - Retail Insurance Broker My client is one of the UK's largest and leading Insurance Retail Brokers. Boasting over 45 offices UK wide and an employer of nearly 1500 staff. This Insurance Bro...
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A leading Wealth Management firm are looking for a Stockbroker to join their team in Bristol to provide a proactive dealing service on an advisory basis. Key Responsibilities: *Proactively offer clients appropriate advice from the company's in-house analytical team *Provide clients with a thorough advisory service by updating clients on the current market conditions and news flows *Contribute towa...
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My client is currently looking for an experienced IFA Administrator to join their team on the Wirral. The successful candidate should be able to demonstrate a conscientious approach to all aspects of their work, accuracy is essential, use their initiative and have a keen desire to increase their technical ability. Duties will include: *Producing annual reviews and valuations for all clients in lin...
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My Client is currently looking for an experienced IFA to join their team in West Yorkshire near Skipton. THE ROLE *To give financial advice to clients with regards to all matters financial within the scope of our regulatory confines. *You are to conduct client interviews, analyse client needs, research the market and make suitable recommendations in writing as well as in person. *To ensure clients...
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Independent Financial Planner - £40,000 - £45,000 - Loughborough The Role To develop financial plans for individuals businesses and organisations utilising knowledge of tax, investment strategies, securities, insurance and pension plans. Interviewing clients' to determine assests, liabilities, cashflow, risk management strategy and financial goals. Developing long term, in depth relationships with...
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My Client is currently looking for an experienced IFA Administrator to join the team in North Leeds. THE ROLE *To provide a high level of administrative support to consultants, ensuring that clients receive an efficient service in all dealings with the Company. *Processing new business and issuing policy documents/contract notes utilising the Adviser Office system *Maintaining an accurate record o...
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My Client is currently looking for an experienced Senior Paraplanner to join their team in Newcastle. THE ROLE *Produce reports that comply with FCA regulatory requirements *Liaise with the advisory team and the financial planning assistants to ensure full information has been gathered in order to formulate suitable recommendations with the Financial Planning Directors for clients following on fro...
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