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IDEX Consulting
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  • Commercial Litigation 4-6 PQE  

    - London
    Job description About the Firm A leading international law firm is loo... Read More
    Job description About the Firm
    A leading international law firm is looking to hire a Commercial Litigation Associate to join its high-performing London disputes team.

    The Role
    The practice handles complex, high-value commercial litigation, often with an international dimension, including fraud, shareholder disputes, insolvency, professional negligence, financial services disputes, technology and IP matters, crypto asset recovery and urgent injunctive relief.

    The role offers exposure to top-tier work, sophisticated clients across multiple sectors and genuinely cross-border matters. You will work closely with Partners, clients and international colleagues, with opportunities to contribute to business development and mentor juniors.

    About YouYou will have 4-6 years' PQE in commercial litigation, with experience in complex disputes (cross-border exposure a plus)BenefitsTop-quality disputes work - high-value, complex commercial litigation with an international dimensionBroad & future-facing exposure - fraud, shareholder and insolvency disputes, plus ESG, cyber, AI and crypto mattersReal responsibility & visibility - early client contact, hands-on case involvement and close partner accessProgression & flexibility - strong platform for career development with a supportive, flexible working cultureTo Apply:Please submit your CV. If this role isn't quite right, please Read Less
  • Client Adviser  

    - Cardiff
    Job description Are you a Client Adviser/Corporate Broker in the Mid-C... Read More
    Job description Are you a Client Adviser/Corporate Broker in the Mid-Corporate space looking to be part of something fresh and new?

    We have partnered with a national broker who have started a new division and are now looking for a Client Adviser to help support Client Directors with their books of clients.

    The Client Adviser will work closely with Senior Account Directors and global insurer partners to service and advise a portfolio of corporate and multinational clients. Responsibilities will include coordinating international programmes, supporting renewals and placements across multiple territories, managing complex policy structures, and ensuring seamless delivery of service across domestic and overseas markets. You will act as a key point of contact for clients, delivering technical advice and maintaining strong long-term relationships.


    This role is suited to a technically strong insurance professional with experience in corporate or international risks, a solid understanding of global insurance programmes, and excellent communication skills. You will be organised, client-focused, and comfortable operating in a fast-paced, collaborative environment. In return, the business offers the opportunity to join a high-profile new team within a market-leading national broker, alongside competitive salary and benefits, strong development support, and clear long-term career progression.






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  • New Business Account Executive  

    - Gloucester
    Job description We're excited to be partnering with a truly independen... Read More
    Job description We're excited to be partnering with a truly independent commercial insurance broker in Gloucester who are looking to expand with a new business account executive. With the insurance market undergoing rapid consolidation, opportunities within truly independent local brokers are becoming increasingly rare, which is exactly why this role is such a standout. If you're looking for a place where your expertise is valued, your clients matter, and your career can genuinely grow, this is one worth exploring.

    Our client is thriving and looking for an Account Executive who can build a diverse commercial book of business, delivering smart, tailored risk solutions and outstanding client service. You'll be working closely with clients to understand their needs, negotiating with insurers to secure competitive terms, and spotting opportunities to develop accounts organically. This is a role where you can bring your personality, your technical strength, and your relationship-building skills and really make an impact.

    We're looking for someone with commercial insurance experience, ideally in broking, who enjoys working both independently and collaboratively. Confidence in client meetings, strong communication skills, and a proactive, solutions-focused mindset are all essential. Progress towards Cert CII or Dip CII is a bonus, and you'll have full support to continue your professional development.

    In return, you'll be joining a forward-thinking, supportive Chartered broker that offers a competitive salary, flexible working once established, and genuine progression opportunities. With consolidation reshaping the market, this is a rare chance to build your career with a broker that remains proudly independent and deeply committed to its clients. Read Less
  • Branch Director  

    - Exeter
    Job description Are you a Senior Account Executive with leadership exp... Read More
    Job description Are you a Senior Account Executive with leadership experience or a Branch Manager looking to take a step up into a Director level role?? This Branch Director position could be the position you are looking for to kick start your .

    This is a senior leadership position offering full responsibility for the performance, growth, and strategic direction of the branch, while managing a significant and high-quality commercial insurance book.

    The successful candidate will provide strong, hands-on leadership to a small team of commercial account executives and handlers, ensuring outstanding client service, effective risk management, and sustained revenue growth. Alongside team leadership, the Branch Director will take ownership of a large commercial portfolio, focusing on retention, development, and new business opportunities, while maintaining strong relationships with insurers and key stakeholders.

    This role is suited to a proven commercial insurance leader with experience managing a substantial book of business and a demonstrable track record of leading and developing teams. You will be commercially driven, technically strong, and confident in your ability to influence performance, mentor colleagues, and represent the business locally. In return, the role offers the opportunity to lead a branch within a highly respected, market-leading broker, with a competitive salary, bonus, and long-term career progression within a supportive and well-resourced organisation.

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  • Account Handler  

    - Gloucester
    Job description An established independent chartered broker based in G... Read More
    Job description An established independent chartered broker based in Gloucester is looking for an Account Handler to join their growing commercial insurance team. This role offers the opportunity to work closely with Account Executives, supporting a varied portfolio of commercial clients across both the open market and delegated scheme arrangements.

    The Account Handler will be responsible for managing day-to-day servicing of commercial policies, including renewals, mid-term adjustments, new business quotations, and client enquiries. You will liaise directly with insurers, underwriters, and clients to ensure efficient policy placement and high standards of customer service, while maintaining accurate documentation and compliance with FCA requirements.

    This position would suit an organised and detail-oriented insurance professional with experience in commercial lines, strong technical knowledge, and confidence working with both open market placements and schemes. You will be proactive, client-focused, and comfortable working in a collaborative team environment. In return, the business offers a supportive culture, competitive salary and benefits, and the chance to develop your career within a respected local independent broker.

    They are also operating a hybrid working model. Read Less
  • Financial Services Administrator  

    - Edinburgh
    Job description Idex Consulting are recruiting for an experienced Fina... Read More
    Job description Idex Consulting are recruiting for an experienced Financial Services Administrator to join an IFA practice in Edinburgh.

    This is a fantastic opportunity for someone who has been working within a support role in an IFA.

    Your main responsibilities in this role will be:

    Client reviewsPreparing valuations/illustrationsProcessing new business and renewalsAssisting with research and report writing
    You must have experience as an IFA Administrator to be successful in your application.










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  • Financial Planning Administrator  

    - Wakefield
    Job description A long-standing advisory business in Wakefield require... Read More
    Job description A long-standing advisory business in Wakefield require a Financial Planning Administrator to join their busy offices.

    With Financial Advisors based across the UK, the central support team in Wakefield work closely together, with Paraplanning, Administration and Compliance ensuring smooth processes for clients.

    Working closely with the wider team, duties include;Being the first point of contact for clients, Financial Advisers and product providers.Co-ordinate client review meetings including preparation of the client's valuation and review meeting packs.Ensure that client files are fully FCA compliant.Maintain the CRM System (Intelligent Office)Ensure that any transactions are monitored and completed accurately and in a timely fashion in line with compliance guidelines and company procedures.
    Ideally, the successful candidate will have recent and relevant experience within a Financial Advisory environment. Read Less
  • New Client Advisor  

    - West Midlands
    Job description Role Description As a key member of the Financial Plan... Read More
    Job description Role Description
    As a key member of the Financial Planning (national) team, the New Client Adviser will focus on on-boarding new business, the majority of which will be generated from our Parent Company. Providing prospective clients with holistic financial planning advice and excellent client service to support the on-boarding of clients and managing clients through their initial interactions with business.
    Great financial advice puts the clients first and supports them in planning their future goals, ensuring they have effective protection and investment strategies in place.

    Key AccountabilitiesEnsure you meet the needs of clients by prioritising your time to engaging new clients and providing holistic adviceMeet new clients virtually over the phone/video, conducting meetings and providing holistic financial advice to review and meet their immediate financial goalsBuild client relationships to identify and address clients' financial needsOwn the client relationship - in the main up to the first three months of being a client at which point you will hand the client across to the ongoing relationship team, liaising throughout to ensure first class standards of serviceAdapt to enhance relationships with clients and increase opt-in rates for Ongoing Advice Service. Seek to develop personal capability and knowledge and maintain a full understanding of the wider marketplace and industry shiftsSupport approach to leading others to joint goalsCommit to the business values, focusing on delivering against our regulated responsibilities , not least our Consumer Duty responsibilitiesMaintain professional standards and competency, including continuous professional development to support your SPS (Statement of Professional Standing) as part of the business T&C approach
    Qualifications & SkillsQualified Level 4 Diploma qualification. Level 6 / Chartered status is desired but not essentialExtensive experience in conducting client meetings and creating a financial plan to support a clients financial planning needsStrong knowledge required in all areas of financial planningFamiliarity with regulatory requirements relating to giving financial adviceExcellent communication and presentation skills to support ensuring clients receive an excellent experienceOpen and welcoming to change, have exceptional problem-solving skills and an ability to stay focused in times of uncertaintyAttention to detail and the ability to work independently and collaboratively in a fast-paced, dynamic environmentStrong organisational skills to manage a large and diverse task list to ensure we deliver great client journeys Read Less
  • Paraplanner  

    - Worcestershire
    Job description We are recruiting for a Senior Paraplanner to join our... Read More
    Job description We are recruiting for a Senior Paraplanner to join our established Technical Research team. You will be responsible for ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner.
    This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
    As our Senior Paraplanner, you will typically:Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research toolsPrepare financial planning reports across a wide range of advice types, financial products and investment solutions, including those of a more complex natureWork with Advisers to ensure the correct client outcome is achieved, whilst ensuring Advisers are kept up to date with case progression and escalate issues where necessaryEnsure back-office systems are up to date with client information, provider contacts, case updates and documentationManage your diary effectively and proactively to ensure you adhere to SLA's whilst ensuring the key performance metrics are metComplete tax and other complex ad-hoc calculations for clients and advisers, as and when requiredSupport the training and on-boarding of team members through case checking to aid their development and sign off. Liaise with other Senior Paraplanners to ensure consistency of approachAdhere to all standard operating procedures, policies and processes, in accordance with all FCA regulations that apply to the conduct of the businessSupport the wider paraplanning team with answers to questions and process guidance, ensuring the message delivered is positive, constructive and consistent, whilst referring to management where necessary. Support peers with the pod management of workflow and emailsDevelop a thorough understanding of the firm's Advice Guidance, as and when deliveredIdentify any process issues/improvements and escalate to management for investigation.What we are looking for in our ideal Senior Paraplanner:Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualificationsDemonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning reportsExperience in an IFA environment, demonstrating quality communication both written and verbal.A high level of accuracy and attention to detail in written/numerical skillsGood working knowledge of Microsoft Office applicationExcellent standard of written and verbal communication skills, with the ability to demonstrate strong report-writing skillsBenefits and Perks Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long serviceSocial perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer partiesPension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.Bonus scheme - All employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's serviceHealth and well-being - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and well-being initiatives, including discounted health club memberships and free healthcare benefitsProfessional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goalsShopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses Read Less
  • Client Administrator  

    - Cheltenham
    Job description I'm currently looking for a Client Administrator to jo... Read More
    Job description I'm currently looking for a Client Administrator to join a leading financial advisory group based in Cheltenham. Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in client administration within the financial planning industry.

    Responsibilities:
    Collaborate closely with Financial Advisors to provide proactive assistanceManage calendars and schedule client meetingsCommunicate with affluent and high-net-worth clients to ensure a seamless process and positive experienceAssemble meeting materials for Advisors before client meetingsRaise invoices where requiredDatabase management
    Perks:
    30 days annual leave + bank holidays10% bonusFlexible and hybrid workingPrivate medical insuranceHealthcare cash plan5% employer pension contributionStudy support to develop and progressThe business offers huge opportunities for progression, demonstrated by recent promotions with other administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.

    The company offer hybrid / flexible working, including study support, should this be your ambition.

    If this role sounds like it could be for you, and you would like some more information please send your CV to







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Astrid-Lindgren-Weg 12 38229 Salzgitter Germany