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IDEX Consulting
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  • Financial Advisor  

    - Chichester
    Job description The Opportunity Are you a Financial Adviser with exper... Read More
    Job description The Opportunity
    Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?

    This is a superb chance to join a well-established, reputable practice where you will benefit from:


    A steady stream of loyal, existing clients inherited through a gradual transition.Full administrative and paraplanning support so you can focus on client relationships and business development.A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels.Requirements:


    Have proven experience advising in the high-net-worth space.Be confident advising across the full spectrum of financial planning products.Be a proactive team player who contributes to the firm's growth and reputation.Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role.Why This Role Stands Out


    Strong existing client base ready to be nurtured and grown.Top-tier support from experienced admin and paraplanning teams.The autonomy to develop your network and increase earnings significantly.A collaborative, professional environment focused on client excellence.If you'd like to have a confidential conversation about this opportunity, please Read Less
  • Financial Advisor  

    - Kingsbridge
    Job description The Opportunity Are you a Financial Adviser with exper... Read More
    Job description The Opportunity
    Are you a Financial Adviser with experience in generating new business, seeking increased earning potential?

    This is a superb chance to join a well-established, reputable practice where you will benefit from:
    A steady stream of loyal, existing clients inherited through a gradual transition.Full administrative and paraplanning support so you can focus on client relationships and business development.A wealth of high-quality referral opportunities from professional connections, marketing, and networking channels.Requirements:
    Have proven experience advising in the high-net-worth space.Be confident advising across the full spectrum of financial planning products.Be a proactive team player who contributes to the firm's growth and reputation.Live within a reasonable commute of Hertfordshire and enjoy the benefits of a hybrid role.Why This Role Stands Out
    Strong existing client base ready to be nurtured and grown.Top-tier support from experienced admin and paraplanning teams.The autonomy to develop your network and increase earnings significantly.A collaborative, professional environment focused on client excellence.If you'd like to have a confidential conversation about this opportunity, please Read Less
  • Senior Training Consultant  

    - Bristol
    Job description Are you passionate about insurance and learning & deve... Read More
    Job description Are you passionate about insurance and learning & development? Do you have the technical expertise to design and deliver engaging training programmes for professionals at every stage of their career?
    We're partnered with a leading insurance training provider to find a dynamic Insurance Training Consultant. This is a fantastic opportunity for someone who wants to combine their insurance knowledge with creativity, client engagement and impactful training delivery.The roleYou'll take ownership of delivering high-quality training to a growing client list and industry partners covering everything from technical insurance knowledge to essential soft skills like communication, negotiation and stakeholder management.
    This role is much more than delivery: you'll be shaping the training portfolio, writing first-class content and working closely with clients to ensure solutions are relevant, engaging and aligned to business needs.Key responsibilitiesDesign and deliver instructor-led training (face-to-face & virtual) and facilitate modular training programmesDeliver live webinars on a variety of technical insurance topicsCreate innovative course content including handouts, activities and slide decksRefresh and update training materials in line with industry changes and emerging trendsSupport Account Managers in tailoring client learning solutionsCollaborate with colleagues and provide cover during peak timesWhat we're looking forCert CII qualified (minimum), with a strong understanding of the insurance market, FCA regulation and the CII exam frameworkProven experience designing and delivering technical insurance training across multiple product linesExcellent written communication skills able to turn complex topics into clear, engaging contentStrong facilitation and presentation skills, with the ability to engage learners at all levelsCurrent knowledge of learning & development methodsA confident, collaborative communicator who builds strong client and learner relationshipsBenefits & perks26 days holiday + your birthday offLife insurance, cash health plan and pensionFlexible benefits: gym memberships, health assessments, retail vouchers, cycle-to-work scheme, season ticket loansWellbeing support, including online GP and employee assistance programmeWhy apply?This is a brilliant role for someone who loves the insurance industry and wants to inspire, develop and support others. You'll have the chance to shape the future of insurance training while enjoying a supportive, forward-thinking workplace.
    Interested? Apply today to find out more. Read Less
  • Investment Management Administrator  

    - Leeds
    Job description IDEX are representing a Wealth Management firm who are... Read More
    Job description IDEX are representing a Wealth Management firm who are demonstrating strong growth via headcount and AUM who now require an additional Investment Management Administrator to join their Leeds based offices.

    As a newly created role, you will be responsible for assisting the Investment Management team in various aspects.

    What's in it for you?A genuine pathway for progressionExposure to high-net-worth private clients including entrepreneurs, business owners and charitiesBecome an integral part of the office and be a key decision maker within your role, receiving autonomy whilst working with an open-minded leadership teamWork in the heart of Leeds, just a few minutes' walk from the train stationAs part of a small and close-knit office and a wider, national team, there is a strong work-ethic and a collaborative mindset which is also demonstrated by their engagement in regular sociable activities outside of work.

    The ideal candidate;Experience within a wealth management/financial services environment within the administrative teamsEnthusiastic and confident individual, comfortable liaising with internal stakeholders and external clientsA strong numerical backgroundA genuine interest within the financial services industry
    Key responsibilities of the role include;Preparing meeting and presentation documentsEnsuring all client verification is up to date and maintainedOn-boarding and suitability processesLiaising with clients and intermediaries to take instructions on the portfolio in respect of third party payments and the receipt of fundsDiary management for the Senior Investment Directors
    Due to the nature of the role, the successful candidate will be office based Monday-Thursday.Call Settings OverrideTo FromRecord Yes No Always use these settings Read Less
  • Real Estate Associate/Senior Associate  

    - Dundee
    Job description An exciting opportunity has arisen to join one of Scot... Read More
    Job description An exciting opportunity has arisen to join one of Scotland's largest and most highly regarded real estate teams within a leading international law firm. We are seeking a talented Real Estate Solicitor with 3-6 years' PQE to work across a broad spectrum of commercial property matters, with the support and resources of a top-tier global practice.

    The Role

    You will be involved in a wide range of high-quality real estate work, including acquisitions, disposals, leasing, investment, and development transactions. As part of a dynamic team, you'll also have the chance to develop expertise in specialist sectors such as:


    RenewablesDevelopmentLeisure & HotelsEducation
    With a strong pipeline of domestic and international clients, this role offers both breadth and depth of work, as well as the opportunity to carve out your own sector focus.

    About You


    3-6 years' PQE in real estate law, ideally within a recognised practiceStrong technical skills with a commercial approachA team player with excellent communication and client-handling skillsEnthusiastic about building long-term relationships and developing specialist expertise
    What's on Offer


    A market-leading salary and benefits packageA choice of office base: Glasgow, Edinburgh, or AberdeenHigh-calibre work for prestigious clients across Scotland and beyondExcellent training, support, and career progression opportunities within an international law firm, including client secondments
    If you are looking to take the next step in your career within a collaborative and ambitious team, we would love to hear from you. Part time and flexible working options will be considered.

    Please Read Less
  • Head of Paraplanning  

    - London
    Job description An opportunity to head a Paraplanning team of a Nation... Read More
    Job description An opportunity to head a Paraplanning team of a National Business due to continued growth and expansion. My client is a leading national advice and wealth management business delivering holistic and hybrid advice with market leading investment solutions.
    Ideally, you will be an experienced Paraplanning manager / lead who is seeking an opportunity to further progress your career.

    The role would oversee c.25 Paraplanners currently but this number is expected to grow to 40 by the end of the year.

    The role would report into the Operations Director with an opportunity to be involved in wider company projects as the business continues to evolve with technology at the forefront of this.

    A fabulous opportunity to lead by example and a career opportunity with further exciting growth plans in the pipeline.

    The role offers not just an exceptional salary but an excellent annual bonus and benefits including:
    28 days holiday increasing to 30Company matched PensionBUPA healthcare and so much more Read Less
  • Real Estate Associate/Senior Associate  

    - Aberdeen
    Job description An exciting opportunity has arisen to join one of Scot... Read More
    Job description An exciting opportunity has arisen to join one of Scotland's largest and most highly regarded real estate teams within a leading international law firm. We are seeking a talented Real Estate Solicitor with 3-6 years' PQE to work across a broad spectrum of commercial property matters, with the support and resources of a top-tier global practice.

    The Role

    You will be involved in a wide range of high-quality real estate work, including acquisitions, disposals, leasing, investment, and development transactions. As part of a dynamic team, you'll also have the chance to develop expertise in specialist sectors such as:

    RenewablesDevelopmentLeisure & HotelsEducation
    With a strong pipeline of domestic and international clients, this role offers both breadth and depth of work, as well as the opportunity to carve out your own sector focus.

    About You

    3-6 years' PQE in real estate law, ideally within a recognised practiceStrong technical skills with a commercial approachA team player with excellent communication and client-handling skillsEnthusiastic about building long-term relationships and developing specialist expertise
    What's on Offer

    A market-leading salary and benefits packageA choice of office base: Glasgow, Edinburgh, or AberdeenHigh-calibre work for prestigious clients across Scotland and beyondExcellent training, support, and career progression opportunities within an international law firm, including client secondments
    If you are looking to take the next step in your career within a collaborative and ambitious team, we would love to hear from you. Part time and flexible working options will be considered.

    Please Read Less
  • Managing Director  

    Job description The OpportunityThis is a rare chance to step into a se... Read More
    Job description The Opportunity

    This is a rare chance to step into a senior leadership role where your impact will be felt at every level.
    You'll take ownership of the sales strategy across the South, shaping growth, inspiring teams, and playing a central role in the future direction of the business.
    This isn't about sitting back - it's about leading with credibility, setting the standard, and driving results.

    What You'll Be DoingLeading the South sales function with responsibility for growth and performanceInspiring, coaching, and retaining high performing and ambitious sales teams who will follow because you've been there and done itDriving consistent new business and client development through leadership, while ensuring the highest standards of serviceContributing to board-level strategy and decision-making, helping to shape culture and long-term successLeading by example - showing how it's done, and empowering others to achieve their full potentialAbout You

    We're looking for someone who is both strategic and hands-on, with the credibility to influence at board and the experience to inspire teams on the ground.

    You'll bring:A proven track record as a senior sales leader (MD, Head of Sales or equivalent)First-hand previous experience of winning business and building client relationshipsAn authentic leadership style - you inspire trustStrong commercial acumen and the ability to think strategically about growthEnergy, resilience, and ambition to deliver resultsWhy This Role?

    You will have the opportunity to influence at Senior level to shape not just sales strategy, but also the culture of partnership, collaboration and client-first thinking within the business.

    Entrepreneurial freedom, you'll have autonomy to lead in your way and style, within a business that values innovation and backs its leaders with real investment

    Exceptional rewards, you'll receive a highly attractive six-figure base salary plus bonus and long-term incentives designed to reflect the impact of true leadership.

    Lasting impact - the opportunity to truly build something meaningful in a growing, ambitious organisation that puts people, clients and values at its core

    Apply in Confidence

    If you're ready to take on a role where you can lead from the front, inspire people daily, and shape the future of a dynamic business, apply today or Read Less
  • Independent Financial Advisor  

    - Wakefield
    Job description A highly regarded IFA are looking to add strong experi... Read More
    Job description A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons:High earning potentialFlexible working patternFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that will present various career development opportunitiesClients to inheritWhat we are looking for:An experienced advisor who can demonstrate skills in new business development and client generationProven history of developing a professional connection network with referrals from accountants, solicitors, mortgage brokers etcEthical, consultative and looking for a long term position where you can make a real difference to this organisationCall Settings OverrideTo FromRecord Yes No Always use these settings Read Less
  • Client Director  

    - Liverpool
    Job description There is often talk about client experience these days... Read More
    Job description There is often talk about client experience these days in the broking market, but in an industry that has become highly commoditised over the years, some brokers are doing 'just enough' to stop their clients jumping ship.NOT YOU.You set the bar when it comes to your clients, you break through any commoditisation because you truly know what your clients value, you genuinely care about helping your client to achieve their business goals and you provide a service that sets you totally apart from your competition.You dare to be different.What you'll love about this company…You will be part of a shared journey working alongside some of the most dedicated and talented individuals within the sector who will give you a real opportunity to make a difference - to your clients, your network and your life.You will be truly valued as an individual, you will have a voice.Culturally they are progressive, collaborative, approachable and always encourage you to be the best you can possibly be.What you'll get in returnYou will have the opportunity to be creative in a way in a way that is similar to running your own business, but using an approach that gives you salary, security and the long term financial reward.You will be offered a totally unique and revolutionary financial proposition unlike anything the market has seen.The ability to work efficiently and flexibly - The balance between work and your personal life is important and will be respected.Unrivalled benefits package.An opportunity to challenge the market, shake things up and a create a proposition that's truly focused on clients, people and relationships.Be part of a shared journey of ambition, opportunity, growth and wealth creation.What they need from youYou will need to be a dynamic, client centric commercial insurance Account Director and you will be the best in your field. You'll have full commitment to the needs of your clients and offer a truly consultative service.Regardless of whether you are developing new business or managing an existing client portfolio currently, you will be able to demonstrate growth of a commercial insurance portfolio through a quality advisory service.Committed to your own professional development you will either have or be working towards chartered status.You need real energy, passion and a willingness to get involved in projects that challenge you.The ability to have fun along the way is mandatory……Want to know more? Please Read Less

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