IDEX Consulting Ltd jobs

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the Kent area and looking to accelerate your advisory career? Would you be interested in inheriting a large number of established HNW clients? Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you to focus on what you do best? An established Financial Planning practice are looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the Kent patch. Ideally you will be level 6 qualified, or on the pathway to achieve this (however experience in the role will always be considered alongside qualifications). You must have broad product knowledge across Investments, Pensions, Protection, IHT and ideally trusts. You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week. My client empowers you to be successful whilst ensuring the position has the autonomy for you to strike an appropriate work/life balance. An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for. This is a superb opportunity with so many positive aspects to it and I would be keen to confidentially discuss these with you.Please apply or contact me directly for further information. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

A well-established independent financial planning firm in Kent is seeking a Junior Financial Adviser to join its growing advice team. Following continued growth, the business is looking to appoint a Junior Adviser to support its experienced Financial Planners by taking responsibility for an established portfolio of clients. You'll inherit your own client bank from day one, primarily servicing smaller clients, allowing you to start building relationships and earning bonus from the outset. This opportunity would suit either: A Financial Adviser with some previous advising experience looking to develop their career; or A diploma-qualified Paraplanner ready to take the next step into an advisory role, with full support and mentoring provided.You'll inherit an existing client portfolio and work alongside experienced Advisers and Directors who are committed to supporting your development. The Role - Service an established client bank - Provide holistic financial planning advice - Develop your technical and client-facing skills with ongoing mentoring - Work within a supportive, collaborative team - Hybrid working mixing home and the Kent based office with occasional client meetings Package - £60,000-£65,000 for an Adviser with previous experience - Around £50,000 for a Paraplanner transitioning into advice - must have strong technical knowledge - Performance bonus - Excellent support from experienced Advisers, administration and paraplanning teams - Genuine long-term career progression About You You'll be diploma-qualified, passionate about financial planning and eager to develop your career within a respected independent advice firm that genuinely invests in its people. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

I'm partnered with a fast-growing, acquisitive and highly respected accountancy practice that is expanding its footprint across the North. They're now looking to bring in a talented Corporate Consultant to join their team; a brand-new role created off the back of significant growth - this role would also suit someone looking to move into corporate . As the first Consultant dedicated to this region, you'll become the face of the North. You'll have genuine autonomy in how you work, the freedom to shape the local proposition and the future opportunity to build and lead your own team if this is something you'd like to do. This is a standout opportunity with a firm that has a strong market reputation, a well-established benefits proposition and a highly experienced consulting and support team behind you. Their infrastructure allows you to focus on what you do best - deepening client relationships, advising on new projects and continuing to develop as a Consultant. In this role, you'll deliver high-quality employee benefits advice to a portfolio of corporate clients, play a key part in evolving the firm's proposition and contribute to new business growth through effective cross-selling. You'll have the scope to consult across the full benefits spectrum, including workplace pensions, group risk, healthcare and flexible benefits. If you're commercially driven, passionate about growth and experienced as an EB Consultant or from a wealth background strong pensions knowledge, I'd love to speak with you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

I'm partnered with a fast-growing, acquisitive and highly respected accountancy practice that is expanding its footprint across the South East. They're now looking to bring in a talented Benefits Consultant to join their team; a brand-new role created off the back of significant growth - this role would also suit someone looking to move into corporate. As the first Consultant dedicated to this region, you'll become the face of the SE. You'll have genuine autonomy in how you work, the freedom to shape the local proposition and the future opportunity to build and lead your own team if this is something you'd like to do. This is a standout opportunity with a firm that has a strong market reputation, a well-established benefits proposition and a highly experienced consulting and support team behind you. Their infrastructure allows you to focus on what you do best - deepening client relationships, advising on new projects and continuing to develop as a Consultant. In this role, you'll deliver high-quality employee benefits advice to a portfolio of corporate clients, play a key part in evolving the firm's proposition and contribute to new business growth through effective cross-selling. You'll have the scope to consult across the full benefits spectrum, including workplace pensions, group risk, healthcare and flexible benefits. If you're commercially driven, passionate about growth and experienced as an EB Consultant or with a wealth background with strong pensions knowledge, I'd love to speak with you. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.