Accounting & Finance category jobs at IDEX Consulting LLP

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West Midlands Senior Financial Crime Officer £32,000 Our client are a leading financial services firm based in South Birmingham. They now seek a senior financial crime officer to lead the maintenance of effective systems and controls to reduce the risk of Financial Crime within the business. You will lead activity on investigations and internal referrals that would result in the firm being exposed...
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Paraplanner £ Negotiable London A family owned private bank are in the market to appoint a well established Paraplanner to join their team. You must have an all round experience of all aspects of Financial Planning. You must be studying towards Diploma with the hope to continue towards Chartered, there is a clear progression path for you to follow if you would like to progress to be an adviser. Yo...
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Financial Advisor, Gislingham, Suffolk, Up to £40,000 + Bonus A leading fee-based wealth management business who specialise in providing holistic financial planning to a range of private clients and SME's are keen to appoint a highly qualified Senior Financial Planner to the business. Operating out of the Gislingham office you will have an excellent platform to delivery cash flow planning advice t...
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Trainee Paraplanner Upto £28,000 London A Wealth Management practice based in London, are in the market to appoint a Trainee Paraplanner to their growing team. Currently have a team of 20+ independent advisers all of whom hold specialist financial planning qualifications, and are able to offer their clients a wide range of advice from IHT planning to equity release and from tax efficient investmen...
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My Client is looking for a candidate to join their Insurance Ceded Re Accounting and Claims Department. Ceded Re Accounting and Claims are responsible for the processing and payment of all reinsurance premiums and collection of reinsurance Claims recoveries , which are purchased globally. The team is currently expanding taking on new and innovative responsibilites, including Processes and Procedur...
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Our client are a national firm of financial planners who are within the top 15 IFAs within the country. Due to continued growth they now seek financial planners to join their Midlands office and take advantage of the superb brand and marketing support to drive the operation further forwards. The successful candidate will be provided with a number of good quality clients along with existing relatio...
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Performance Analysis Manager Birmingham Up to £60k Performance Analysis Manager is required for a financial service giant who is based in Birmingham city centre. This position will require you to lead and manage a team responsible for MI across the business unit, covering all aspects of MI Analysis and production. Working alongside the Finance Business Partner you identify and recommend strategic ...
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IFA Bristol £40,000 - £50,000 An opportunity to join a company that is truly passionate about providing impartial financial advice. Through the years this business has grown to become one of the UK's most respected providers of quality independent advice. As a proven IFA who has built lasting relationship with your clients, you will enjoy the support of a company that invests in your development a...
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We have been retained by a global broking house who're looking to appoint a Risk Surveyor to join the Global Risk team in London. The business has a special risk management team devoted exclusively to the needs of large companies across various industries. The Risk Surveyor will travel to visit clients nationally and undertake inspections and surveys of client premises, evaluate risks, make and ag...
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T&C Supervisor - Bristol, Home based Salary up to £40,000 plus £6,000 car allowance, benefits We have been retained by a high quality national financial planning business for a Training & Competence (T&C) Supervisor to be home based with Nationwide coverage, the candidate will support the T&C Team and management by delivering the T&C requirements as defined by the FCA and the firm. You will organi...
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Sales Executive Bristol £22,000 - £28,000 Working in partnership with a Sales Consultant to develop strong relationships and provide professional broker support, this role would suit a high skilled proactive individual with sales attributes/drive/aspirations that helps generate new and existing business opportunities. Key Accountabilities: • Working alongside the Sales Consultants in order to maxi...
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Claims Advocate London Salary - negotiable Our client is seeking an experienced Claims Advocate to join their expanding business based in London. The role; You will be required to manage client relationships to ensure that claims is a key retention factor. You will ensure all clients receive a high level of claims service and contribute to the achievement of service, financial and developmental ob...
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Senior Risk Manager West Midlands Circa £55,000 My client is a leading financial service firm looking to appoint a Senior Risk Manager, to deliver a risk management service that supports the operational management of day to day risks, in order to embed best practice across. Key Accountabilities 1. Ensure on-going fitness for purpose of the Risk Management Framework including risk management policy...
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Claims Handler Near Stourbridge Up to £25,000 A position has become available for a Claims Handler to join a professional and progressive company who pride themselves on service and quality. Role and Responsibilities: You will have your own portfolio of claimant and defendant employment claims which you will be responsible for assessing and managing. You will also be exposed to a variety of claims...
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Implementation Project Support Bristol £20,000 - £25,000 Working for a Global Financial Services Company, your role will be to support the implementation and project activities within the employee benefits team. Responsibilities • Monitor and follow up actions arising from project plans • Coordinate activities between Clients/Providers and Payroll/Middleware providers • Coordinate the completion o...
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Financial Advisor - Nottingham - £55,000 + Bonus + Company Car (Fully Expensed) One of the leading Financial Services organisations in Nottingham who are committed to providing the best possible service to both Private and Corporate clients locally and nationally are looking for an experienced Advisor. Whilst retaining their core values they have developed innovative products and services, in conj...
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Lloyds Compliance Officer - London - £40-45k Our Client is a global Brokerage, looking for an experience professional to support the business in maintaining compliance with Lloyds/London market regulations, bining authority & cover holder requirements. The jobholder will act as a point of contact with regulatory bodies and as an exert counsel to the business in those areas. Key tasks will include;...
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Financial Crime Officer - London - £40-45k Our client is looking for an experienced professional to ensure they meet evolving legal & regulatory requirements relating to issues of financial crime, including; AML, sanctions, fraud, bribery & corruption and exposure to PEP's. The job holder with be the point of expertise in this area, and be tasked with owning & updating the policies and risk based ...
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SIPP Client Advisor Cheltenham £18,000 - £23,000 My client is a partner led 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. Responsibilities The purpose of this role is to oversee all client work for a g...
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Accounting and Business Advisory Supervisor Leicester £30k + company benefits Accounting and Business Advisory Supervisor required for a Top 10 practice firm for the offices in Leicester. The position would suite someone who has the ability to maintain effectiveness in a changing environment and the willingness to respond quickly and positively to change and new objectives. Responsibilities: • Pre...
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My Client is currently looking for a Senior IFA Administrator to join their team in Bolton. • The successful candidate will support the advisers in the provision of financial planning advice to clients. • Data input of fact find information and documentation onto the back office system. • Diarising events throughout the business cycle. • Producing new business or review packs and preparation for c...
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My client is currently looking for a Paraplanner to join their team in Manchester. Job Description • Identify and obtain the information necessary to compile reports • Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs • Prepare information/comparisons for analysis by planner • Liaise with c...
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My client is currently looking for a chartered or almost chartered Paraplanner to join their rapidly expanding team in Cheshire. THE ROLE o Working with the financial planner to manage client portfolios under our discretionary management service o Be the primary contact for a selection of high net worth clients, sitting in all meetings with the financial planner o Ongoing review of client portfoli...
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My Client is currently looking for a Trainee Paraplanner to join their team in Cheshire. The successful candidate will be diploma qualified individual (or equivalent) and will suit someone who is looking to take the next step in their career to become more technical. THE ROLE • Work with the financial planner to develop strategy and specific recommendations • Composition of initial strategy and su...
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Motor Claims Handlers Birmingham Up to £22,000 Our client is seeking experienced Motor Claims Handlers to join their progressive team based in Birmingham. The successful candidate will ideally have the following experience; Accidental Damage Motor Claims Credit Hire Motor Recovery Cost & Uninsured Loss Recovery Third Party Liability Personal Injury Claims Your role could involve looking at histori...
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