Accounting & Finance category jobs at IDEX Consulting LLP

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Assistant Underwriter Manchester £16k - £18k + Package Fantastic career opportunity for an ambitious and motivated individual to make the step into commercial insurance underwriting in the Manchester office of a major global business. The Role You will join a team of sector specialist Underwriters focusing on niche commercial risks across the UK where your role will be a mix of providing sales and...
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A well-known organisation based in the UK and Globally are looking to recruit a Household/Property specialist to run the vertical division. You will have direct experience in technical underwriting and product design with exposure to development of Household and Property. The appropriate candidate will have a full understanding of risk pricing HH/Property in conjunction with the retail optimisatio...
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A leading Wealth Management firm, based in central Bath are recruiting an IFA Sales Support to actively support the IFA's and business in providing first class service to their Clients. With long standing Client relationships built on trust and accountability, they have expertise in all aspects of financial planning. Specific duties will include: •Dealing with day to day correspondence and Client ...
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Senior Financial Planner - London - £70-90k One of the fastest growing Wealth Management firms in the UK is looking for an experienced financial planner to head up its newly opened first office in London. The company is nationally recognised for its innovative and nimble financial planning, taxation and investment proposition for private, corporate and charity clients. The successful candidate wil...
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Motor Trade Claims Handler Croydon £18,000 - £22,000 An independently owned Insurance Brokers based in Croydon is looking to bring in an experienced Motor Claims Handler to join their already established team. The main purpose of the role will be to handle all claims in the Motor Trade department including general support, assisting account executives in the retention of renewals and aid the organ...
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Actuarial Analyst - Surrey - £27-37k Our client is looking for a Actuarial Analyst, reporting to the European Head of Actuarial. The role will provide the opportunity to progress in the business and ultimately qualify as an actuary. Offering a wide range of exposure to both Life and General Insurance and will suit a candidate keen to be challenged and get exposure to a broad range of actuarial wor...
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Change Manager West Midlands Salary up to £40,000 Our client are a leading firm of independent financial advisors who are currently seeking a change manager to work with the Operations Director in planning, delivering, and co-ordinating activities and resources required for the delivery of Change Management projects managed by the Operations Team. Responsibilities: •Working closely with the Operat...
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Head Of Financial Planning - London - £70-90k One of the fastest growing Wealth Management firms in the UK is looking for an experienced financial planner to head up its newly opened first office in London. The company is nationally recognised for its innovative and nimble financial planning, taxation and investment proposition for private, corporate and charity clients. The successful candidate w...
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Professional Development Consultant (Field) Field Based Permanent Circa £46,000 My client is a leading financial service firm looking to appoint a Professional Development Consultant to design and deliver innovative and inspirational sales development activity to the sales force Areas of Responsibility • To provide a sales development consultancy to sales managers, to identify sales development ne...
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SIPP Administrator Lancashire Up to £25,000 My Client is currently looking for SIPP Pensions Administrator to join their team in Lancashire. THE ROLE •Responsibility for managing and administering a portfolio of SIPP pension schemes •Responsibility as the first point of contact for clients within your portfolio •Responsibility for ensuring the integrity of data •Dealing with routine correspondence...
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Wealth Manager - Surrey - Up to £40,000 As a Wealth Management Advisor, you will be providing high quality financial advice to clients in a compliant manner. This will be delivered by conducting interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate products and services and referring to other specia...
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Paraplanner Surrey Up To £35,000 A well established national Chartered practice is looking for an additional Paraplanner to join their office in Surrey. You will work as part of the team alongside the advisers and the administrators to provide the client with a positive professional experience, offering highly technical and qualified knowledge and support. Key Responsibilities: • Preparing recomme...
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Paraplanner Worcestershire Up to £34,000 A well established private financial services practice are recruiting for a Paraplanner to support IFAs based in their Worcestershire office. The Role You will provide in depth technical back office support to Advisors. You will carry out extensive research on a range of financial services products in order to produce recommendation packs. You will compile ...
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Paraplanner - Reading - Up To £35,000 A well established local IFA practice is looking for an experienced Paraplanner. You will be expected to provide a high quality technical, research and report writing service to IFAs and clients. Key Responsibilities • Ensure that all compliance paperwork is present • Discuss client objectives with IFA • Identify and obtain the information necessary to compile...
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Paraplanner Birmingham Up to £30,0000 An opportunity for a Paraplanner to join a leading financial service organisation. The Role Provide support to Financial Consultants to ensure a professional and efficient services is provided to clients. You will work with pension, investment, protection and trust products and will be responsible for researching investment fund and financial products in order...
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Technical Consultant Birmingham City Centre Up to £35,500 per annum depending on skills and experience Permanent My client is a leading financial service IFA who provides advice to professionals including doctors, dentists and lawyers. The purpose of the role is to provide technical support and guidance to field and head office staff on the technical and legislative aspects of life, pension, inves...
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Technical Team Manager My client is a leading IFA firm who are growing through acquisition. Now looking to appoint a Technical Team Manager to manage the qualitative provision and delivery of planning and research as the point of reference for IFA's, Team members and external individuals in relation to the provision and delivery of all levels of financial planning, research and advice within the f...
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A developing Global broker is looking to increase their footprint in the UK within their existing Energy/Offshore Construction business. You will have vast knowledge of the local market and a good understanding of the business in the region with the ability to manage, lead and develop business opportunities in this vibrant sector. An excellent package is on offer for the appropriate individual cou...
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Employee Benefits Consultant - Warwickshire Salary up to £45,000 We are working with a firm that provides employee benefits advice to wealthy private clients and SME businesses. Due to an internal move they now seek an employee benefits consultant to join the firm and manage a portfolio of clients. Key responsibilities - The Adviser will take responsibility for providing the advice to corporate cl...
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Paraplanner - Warwickshire Salary £25,000 - £35,000 My client are a niche firm of financial planners offering tailored financial planning advice to UHNW clients in and around the Warwickshire and Worcestershire region. Due to an internal promotion and opportunity has arisen for a career paraplanner to join the business and work alongside the director and owner of the business carrying out in depth...
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Paraplanner - Reading - Up To £35,000 A well established local IFA practice is looking for an experienced Paraplanner. You will be expected to provide a high quality technical, research and report writing service to IFAs and clients. Key Responsibilities • Ensure that all compliance paperwork is present • Discuss client objectives with IFA • Identify and obtain the information necessary to compile...
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Pensions Administrator Wokingham £20,000-£25,000 An exciting opportunity to join a national professional services company which has experienced rapid growth over the years. You will be responsible for providing and maintaining a high-level of service within Pensions Operations, as well as meeting and exceeding client and customer requirements and expectations.  Adhering to best practice procedure...
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Employee Benefits Consultant Worcestershire Salary £35,000 - £50,000 All leads provided. Our client are a chartered firm of financial planners who offer both corporate and individual advice to wealthy individuals and business owners in the West Midlands. With a structure where the Advisors offer corporate and individual advice to their respective clients, they are now seeking to split the business...
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Paraplanner Sutton Coldfield Up to £30,000 An exciting opportunity for an experienced and professional paraplanner to join to work as part of an established team based in Sutton Coldfield. Job Role Research product details and technical issues to provide appropriate recommendations to fee earners. Write reports and proposals based upon gathered research to meet the requirements of delegated client...
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Pensions Team Leader Reading £30,000 - £35,000 A national pensions and actuarial firm in Reading is looking for an experienced pensions team leader. To be successful you will have a proven background in third party pension administration and the management of staff performance. Key Responsibilities  Work Management o Daily monitoring and allocation of workloads and incoming post  Client Manageme...
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