Accounting & Finance category jobs at IDEX Consulting LLP

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My Client is currently looking for a Client Services Implementation Executive to join their team in Bath. The successful candidate's primary focus will be proactive customer service, providing support to train new financial advisors and their support staff on how to effectively use the company platform. Key Responsibilities *Providing on-going support and training for the adviser firm during submi...
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My Client is currently looking for Customer Service Administrator to join their team in Bath. The successful candidate will undertake Customer Service tasks, providing excellent service to clients and ensuring all tasks are undertaken in accordance with Regulatory guidelines. Key Responsibilities *Working as part of the Customer Services team putting the customers at the heart of everything they d...
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Investment Relationship Manager - Birmingham Salary up to £30,000 plus benefits A leading investment and financial planning advisory firm that look after over £9bn in client assets. Due to expansion the firm is looking to appoint a Relationship Manager to join the Investment Management Team. Committed to ensuring a high calibre of service for clients, this position is critical to the firms future ...
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Marketing Executive Leicestershire Up to £50,000 Our client is seeking an experienced Marketing Candidate to join a progressive insurance organisation based in Leicestershire. The Role; You will be solely responsible for marketing so you must be a self starter and have the confidence to operate without direction. You must have the ability to drive the marketing strategy and take ownership. You wil...
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My Client is currently looking for an Actuarial Consultant to join their team in Bristol. The successful candidate will be responsibly for providing high quality pensions actuarial and consultancy support. Key Responsibilities *Working closely with both Principals and the client's Senior Consultant to ensure effective and timely provision of actuarial and consultancy services *Assistance with the ...
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Pensions Administrator Description To work as part of a team providing an accurate, reliable and high standard of administration service for basic member events. *Administer basic pensions queries, perform basic pensions calculations and enter pensions data to the required standard using automated system processes or using manual calculations on exceptional cases *Continuous achievement of volume ...
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1.Provide administration and analytical support to consultants to ensure the retention and development of Health & Benefits clients 2.Provide quality administration support to clients with regard the transactional elements of their Health & Benefits scheme 3.Assistance in the retention and development of existing clients, and the identification and development of new clients and renewal of allocat...
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Pension Administrators and Senior Pension Administrators £18,000 - £30,000 We currently have a range of exciting opportunities for Pension Administrators, from entry to senior level, to join a leading 3rd party pensions firm based in Birmingham. The primary responsibility will be to provide a full pensions administration service to clients and customers in an accurate, efficient and timely manner....
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Financial Planner Birmingham Salary £50,000 Our client are a market leader who are now seeking to grow their offering into the wealth management arena. With strong brand recognition across all their disciplines they now seek a Financial Planner for their Birmingham Office. The role will be to provide face to face, fully holistic fee based advice with an emphasis on retirement & Investment Planning...
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Pension Administrators and Senior Pension Administrators £18,000 - £30,000 We currently have a range of exciting opportunities for Pension Administrators, from entry to senior level, to join a leading 3rd party pensions firm based in Birmingham. The primary responsibility will be to provide a full pensions administration service to clients and customers in an accurate, efficient and timely manner....
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Financial Planner Birmingham Salary £50,000 Our client are a market leader who are now seeking to grow their offering into the wealth management arena. With strong brand recognition across all their disciplines they now seek a Financial Planner for their Birmingham Office. The role will be to provide face to face, fully holistic fee based advice with an emphasis on retirement & Investment Planning...
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Chartered Financial Planner Birmingham Our client is a niche wealth management practice with specialist expertise in working with introducers. They are currently seeking a Chartered Financial Planner to join the team in Birmingham to generate sales within the West Midlands region. The Role You will be responsible for delivering marketing campaigns within your region in order to increase business l...
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Group Risk Administrator Birmingham Up to £24,500 A leading firm of financial advisors based in Birmingham are looking for a Group Risk Administrator to provide a proactive and efficient support service to clients and consultants. The Role The main purpose of the role will be to provide administration support to Advisors and handle the work load for clients with group life, group income protection...
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Private Client Wealth Management/Financial Planner Birmingham Salary £50,000 - £60,000 A leading practice in Birmingham City Centre is recruiting for a Financial Planning/Private Client Wealth Management role. The Role Providing and developing advisory plans for prospective and existing clients whilst assisting and advising team members in specialist knowledge areas and developing client relations...
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Private Client Wealth Management/Financial Planner Birmingham Salary £50,000 - £60,000 A leading practice in Birmingham City Centre is recruiting for a Financial Planning/Private Client Wealth Management role. The Role Providing and developing advisory plans for prospective and existing clients whilst assisting and advising team members in specialist knowledge areas and developing client relations...
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Pensions Team Leader Bromsgrove Up to £25,000 My client provides services to trustees of UK occupational pension schemes DB, DC, CARE, cash balance. Due to ongoing growth, they are recruiting for a Pensions Team Leader to supervise a busy pensions administration department. The Role You will delegate work load amongst your team; taking overall responsibility for the team's activity and client port...
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Our client is a UK leading accountancy Practice with offices all over the UK. They are currently looking to recruit an experienced IFA to join their team in Birmingham. Based in their Birmingham Office you will provide a full independent financial planning to an existing client bank of HNW clients. They currently seek a Financial Planner to join the existing team to provide holistic fee based fina...
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Financial Planner West Midlands Up to £50,000 We are working with a chartered firm of practioners who specialise in cash flow planning for clients with £1million plus. A rare and unique opportunity has become available for a Financial Planner to join the firm on an employed basis with all clients provided from the Director of the business due to recent marketing activity that has led to a number o...
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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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Group Pensions Administrator Circa £20,000 My client is a leading financial service firm currently looking to grow the corporate division and recruit 2 Group Pension Administrators to the team. Duties will consist of:- Assist with renewals of Group Personal Pensions and ensure excellent service level is provided to clients. Assisting the Consultants and other members of the team in order that they...
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Employee Benefits Consultant Salary up to £45k West Midlands Our client are a chartered firm of Financial Planners who have been established for over 50 years looking after the financial affairs of wealthy clients. They currently seek an Employee Benefits Consultant to join the corporate division and be involved in the following: *To be actively involved in the marketing and development of employe...
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Financial Planner Shropshire Salary up to £50,000 plus £5,200 car allowance, benefits, bonus We have been retained by fee-based financial planning business who work with wealthy private and corporate clients on an independent basis, the firm have an approach to financial planning which is based around delivering quality. With a consistent flow of quality clients through professional connections, g...
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Financial Planner Warwickshire Salary up to £45,000 We have been retained by fee-based financial planning business who work with wealthy private and corporate clients on an independent basis, the firm have an approach to financial planning which is based around delivering quality and also have their own DFM. With a consistent flow of quality clients through professional connections, group schemes ...
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Investment Manager Birmingham Salary £60,000 - £70,000 Due to continued success of our client and further expansion this Birmingham boutique Investment firm is seeking to recruit an Investment Manager. The successful candidates will be responsible for: - Proactively managing portfolios and relationships to ensure continued adherence to clients' objectives - Promoting and marketing the organisation...
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Protection Broker Consultant - Birmingham £18,000 - £21,000 + OTE Our client is global Protection specialist and is currently seeking a Sales Consultant to sell Protection Products and services over the phone to a panel of IFA's. The successful candidate will have a strong sales background and be required to develop relationships with customers by understanding their needs and requirements. Respon...
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