Accounting & Finance category jobs at IDEX Consulting LLP

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High Net Worth Underwriter Bristol £22,000 - £30,000 Our client is a well known insurer with national presence and an excellent reputation for the products and service levels they provide their customers. An excellent opportunity has arisen in their Bristol offices for an experience Personal Lines Underwriter to join their private clients Underwriter team. This is an excellent opportunity to join ...
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Assistant Underwriter North Bristol £20,000 - £25,000 My client is a fast-growing, dynamic business operating in the exciting and challenging environment of the UK commercial insurance market. An opportunity has arisen for an Assistant Underwriter to join an existing team and provide support in all aspects of the business. They are looking for an enthusiastic and committed individual who is able t...
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Development Underwriter Yorkshire Salary to £45,000 Our client are an established household name operating across both General Commercial and Niche Private Clients business areas. Our client are looking for a technically competent Development Underwriter to join the team, transacting with brokers across the North East. The Role: The role will involve transacting with clients across Commercial Busi...
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Operations Director - London - £70-100k This is a newly created role, the job holder will have a broad remit to ascertain the most appropriate operating model needed to support the company. Supporting and reporting to the CEO in ensuring that products, services and practices are up-to-date, in line with customer needs and positioned to deliver optimum benefit to the company. Key responsibilities w...
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My Client is currently looking for a Paraplanner to join their team in Bury. THE ROLE • Main tasks will include preparing reports and providing technical research services to a team of Financial Planners. • You will also ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the...
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An excellent opportunity to join a leading financial services organisation. Our client requires an experienced and professional Paraplanner to join them to provide support and assistance to existing Financial Planners Job Role • Responsible for writing letters and reports and obtaining quotes. • Research, analyse and prepare technical client reports showing complex investment data • Process client...
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Compliance Interim Manager, Mortgage Compliance Circa 40,000 West Midlands Leading financial service mutual looking to recruit a interim Compliance professional for 6 - 12 month contract to lead the development and implementation of a new Training and Competency framework including the training out to advisors. The incumbent will ensure that initiatives are in line with the strategic priorities an...
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Paraplanner Leading ultra high net worth firm of wealth planners looking for a technical Paraplanner to join the highly successful business. The role: • Support sales through research and preparation, completing risk questionnaires, Investment Plans, Suitability Letters, Quote and Application preparation • Review clients investments and prepare agenda and paperwork for client review meetings • Sub...
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IFA Administrator, Norwich, Up to £25,000 We are currently partnered with a leading financial services company in Norwich who due to continued success, have a vacancy for a Financial Services Administrator for their busy Norwich based office. Key Responsibilities  Servicing a portfolio of clients within financial services  Manage all day to day administration tasks  Follow the technical process...
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Paraplanner London £ negotiable Currently working with a financial services company who offer Private Wealth Management, Wealth Planning and Corporate services. They're in the market to appoint a well qualified Paraplanner to their London office (EC4R). They are keen to speak with individuals who have achieved Diploma as a minimum. Salary is negotiable dependent upon qualifications and application...
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My Client is successful and highly respected Wealth Management Practice in Leeds City Centre. They are currently looking for an experienced IFA Administrator to join their team on an initial 12 month contract. An immediate start is available. THE ROLE • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures • Prioritise workload to en...
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Commercial Claims Handler - experience in Liabilities, Property and Motor West Midlands - Worcestershire Salary up to £25,000 An excellent opportunity has become available within an expanding insurance brokers for an internal Claims Handler. They specialise in handling Commercial claims and are currently seeking an individual with experience of handling Commercial claims, with a bias towards Prope...
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Our clients is currently recruiting for an experienced Paraplanner to join their team in Altrincham. THE ROLE •You will provide comprehensive reports, including existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. •You will provide excellent support to Consultants and liaise with clients and other organisations, acting as a point of contact...
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Paraplanner - Woking, Surrey - £35,000 + Bonus - Dependant on qualifications and application of knowledge A very high quality chartered practice that provides wealth and financial planning to private and corporate clients are looking to appoint an experienced Paraplanner who is well qualified, they carry an image and reputation around professionalism and trust with the clients which is paramount t...
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My Client is currently looking for an experienced Paraplanner to join their business in Cardiff. 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 ma...
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Compliance Specialist (Projects) Birmingham Up to £37,000 Leading financial service firm, currently looking to appoint a Compliance Specialist on a fixed term contract to represent risk and compliance on a number of projects Your main responsibility will be to provide technical and regulatory advice and guidance to relevant parties within the project, and identify any potential regulatory implicat...
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Proposition Performance Specialist - Retirement & Protection About us My client is one of the UK's leading general insurance and financial services companies, now looking to build on the current proposition team and recruit a Performance Specialist for the Retirement and Protection product suite The Role Lead or contribute to the evaluation, design and development of the range of product propositi...
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Compliance Manager - London - £40-60k A London Market Insurance Broking group is looking to appoint a Compliance Manager to deputise to the Compliance Officer. The role will entail undertaking compliance monitoring activities across the business, as well as providing advice to peers and keeping the business up to date with regulatory changes and policies. To be considered for this role you should ...
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Trading Underwriter £45,000 Bristol The Client Our client represents one of the most progressive and commercially minded underwriting teams in the region, where they are experiencing above target growth. They focus on commercial lines business and are able to offer attractive products and rates to a selection of business partners, to whom they provide an exclusive, professional, high quality servi...
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SELF EMPLOYED IFA - CARDIFF IDEX Consulting have recently partnered a national firm of Independent Financial Planners who have established a unique and ethically strong offering to the financial planning market across the UK. With clear differentiators from their competitors, they now seek to recruit a number of Self Employed Advisors to be part of their vision and growth. This is a rare opportuni...
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Commercial Property Claims Handler Birmingham Up to £25,000 A fantastic opportunity has arisen within an expanding Claims Organisation who are looking for an experienced Commercial Property Claims Handler. You will join a team of experienced Claims Handlers and will be allocated your own case load of Commercial Property Claims to handle from inception through to settlement. Role & Responsibilities...
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My Client is currently looking for an experienced Senior Sales Support Executive to join their Wealth Management Support team in West Yorkshire. THE ROLE • Responsible for building relationships with their defined panel of IFAs with the goal of increasing their usage of the services and software provided • They will also contact and manage firms through structured campaigns focussing on specific a...
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My Client is currently looking for an experienced Marketing Manager to job their Wealth Management business in South Manchester. The successful candidate will actively create, develop and manage processes, systems, ideas and initiatives in driving marketing activities that support business development/client retention. The successful candidate must have demonstrable experience of developing and im...
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Paraplanner Cheltenham £28,000 - £42,000 per annum depending on experience + bonuses Leading high net worth firm of wealth planners looking for a technical Paraplanner to join the highly successful business. The role: • Support sales through research and preparation, completing risk questionnaires, Investment Plans, Suitability Letters, Quote and Application preparation • Review clients investment...
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Telephone Based Financial Adviser - Nottinghamshire - £29,000 + Bonus A leading national IFA practice are looking for a Telephone based Financial Adviser to join a team of 3 to Provide professional, effective, efficient and compliant telephone based service to clients as part of the advice team. The service will operate on a highly structured basis with clear policy, procedures and workflow, to a ...
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