23 Planner IDEX Consulting Ltd Jobs

My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationshi...

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My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team. Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a la...

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A highly regarded Financial Planning practice in Sussex are looking to add an experienced, chartered Financial Advisor to their existing high performing team. This is a superb opportunity for the following reasons: Client book to inherit on day 1 Hig...

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About our client An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. This trusted advice fir...

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An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing advice team for a highly reputable wealth advisory firm. You will be joining a team, looking to build an innovative and disruptive guidance and advice...

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Opportunity to join a top tier Investment and Financial Planning firm as a Director/ Senior Chartered Planner in the West Midlands. This is an excellent opportunity to take over a full book of existing clients circa 100-120 with average value in exce...

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About our client An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. this trusted advice firm o...

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My client is currently looking for an experienced Paraplanner in Knutsford. What will you be doing? Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial P...

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A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield. My client is an financial advice firm specialising in client-focused services that include investments, pensions an...

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One of our key clients is seeking a Paraplanner to join their busy offices based in Doncaster. Due to continued growth, the business has seen increased Headcount in 2024 with this expected to continue through 2025. Duties include; Preparing and maint...

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Exciting Opportunity in City Centre Glasgow ? Join a niche financial planning business as a Senior Paraplanner, supporting one financial planner in providing top-notch services to clients with 1m - 5m portfolios. Key Responsibilities: - Analyse and p...

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We are working with a growing financial planning firm who are looking to give someone the opportunity to join them as a Trainee Financial Adviser This role will see you working closely with the senior members of staff, understanding the full financia...

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An expanding financial advice group require a Paraplanner to join their team in Warwick. My clients offers a flexible working platform that supports progression with your career. Preparing pre-approval documentation prior to report writing Utilising ...

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We are working with a brilliant practice in Glasgow who is going through an exciting expansion plan. We are looking for 3 IFA administrators for the team. The IFA Administrator is responsible for providing support to Advisers across a broad spectrum ...

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My client is currently looking for an experienced Senior Paraplanner to join their team in Cheshire. Our client is wealth management practice that has a team of fee-based Private Client Advisers who provide advice using cash flow planning techniques ...

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Our client is looking for a talented T&C Supervisor to join the team. The role will be to supervise the performance and competency of Planners and support development across the Financial Planning Team. The duties will involve: Supervising IFA's in l...

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A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability. Role responsibilities include Offering input into discussions to ass...

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An opportunity has become available for a Paraplanner in London to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities. They are looking for an individual that holds th...

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Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. Y...

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IDEX Consulting are working with a business currently experiencing an exciting period of growth, demonstrated by this newly created Training and Competence Manager vacancy. Currently outsourced, the business is bringing their T&C process in-house, gi...

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Our client is a national firm of Financial Advisers with an office in Edinburgh and Glasgow are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. Y...

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My client is currently looking for an experienced IFA Administrator to join their team in Warwick. The main function of the role is to support the Office Manager & Financial Planners that provide an efficient, high quality and compliant service to th...

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The Senior Wealth Manager is responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances and then proposing a suitable strategy. You will be capable of building relationships with both ...

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