Idex Consulting

IDEX Consulting in Exeter is offering an exciting opportunity for an experienced Financial Planning Administrator. This permanent role involves managing client queries, preparing documentation, and supporting Financial Planners. The ideal candidate will have strong communication skills and experience in financial planning administration. Join a growing firm that values diversity and strives for an inclusive work culture, fostering exceptional client service and professional development.

IDEX Consulting, based in Bath, is looking for an experienced Financial Planning Administrator to join their team. This permanent role involves managing client queries, organizing review meetings, and supporting the Financial Planner with ongoing client service. The ideal candidate will have prior experience in financial planning administration, exceptional communication skills, and attention to detail. This position promises long-term career prospects within a supportive environment as the firm continues to grow.

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base. Key responsibilities Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back office system Planning, booking and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals and beneficial ownership queries The ideal candidate will have Previous experience in a financial planning administration role Strong communication and interpersonal skills Excellent organisation, diary management and planning abilities High attention to detail and accuracy The ability to work independently and use initiative A professional and confident telephone manner A strong commitment to delivering exceptional client service This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long term career prospects within a supportive and professional environment. 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.

An exciting opportunity has arisen for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base. Key responsibilities will include: Handling incoming calls and emails in a professional and efficient manner Managing client queries, escalating only those requiring advice to the Financial Planner Recording and monitoring annual review dates on the back office system Planning, booking and preparing for annual review meetings, ensuring nothing is missed Supporting the Financial Planner to deliver a high level of ongoing client service Assisting clients with account access, navigation and updates Providing regular updates to both clients and Financial Planners on outstanding cases Maintaining accurate client and plan data across internal systems Preparing and processing new business documentation and application packs Managing new business through to completion, ensuring accuracy and timeliness Creating and maintaining client platform records Handling technical queries, including AML checks, referrals and beneficial ownership queries The ideal candidate will have: Previous experience in a financial planning administration role Strong communication and interpersonal skills Excellent organisation, diary management and planning abilities High attention to detail and accuracy The ability to work independently and use initiative A professional and confident telephone manner A strong commitment to delivering exceptional client service 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.

An established industry player is seeking a Senior Pensions Administrator to enhance their award-winning team. This role provides an excellent opportunity to develop your skills while managing a diverse portfolio of clients. You will be responsible for ensuring all pension transactions are executed to the highest standards and serving as the primary contact for members and clients. If you have a passion for pensions and want to contribute to a culture of inclusion and excellence, this position is perfect for you.

Senior Pensions Administrator at Idex Idex is currently seeking a Senior Pensions Administrator to join one of the UK's award-winning independent trustee firms. This role offers a great opportunity to develop existing skills, expand your knowledge, and gain valuable experience. You will support and consult for the Trusteeship team. Responsibilities include: Managing a portfolio of clients and ensuring all pension scheme transactions are completed to high standards and within service levels. Serving as a key contact for pension members and clients, answering queries via phone and written communication, and attending Trustee meetings. Providing clear and accurate information to members and beneficiaries. Carrying out various exercises such as winding up schemes, calculating pension benefits, and forensic research for schemes, all while delivering excellent service. This is an excellent opportunity for the right candidate. Please do not hesitate to get in touch by clicking 'apply' to express your interest. If this role isn't quite what you're looking for, register your CV at Idex to be the first to hear about our latest opportunities by signing up for job alerts. Visit the Idex Consulting Ltd website for further opportunities. Please note that the information you provide may be retained for up to 10 years for future vacancies. For details on data usage, please review our Privacy Policy . Our Diversity, Equity, and Inclusion Mission At Idex, we strive for an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at all levels requires ongoing effort. We are committed to fostering conscious inclusion and creating equitable pathways within our organization.

A leading legal consultancy firm in Glasgow seeks a Senior Associate for its Professional Indemnity team. This role involves managing complex, high-value litigation claims and advising clients with a focus on strategy and coverage. Enjoy a hybrid work model, clear career progression, and the opportunity to supervise junior lawyers. The firm values a supportive culture and offers competitive compensation.

Overview Are you an experienced litigation lawyer ready to take the next step in your career? Our client is a fast-growing, specialist Litigation firm which is looking for a Senior Associate to join its dynamic Professional Indemnity team in Glasgow. This is your chance to work on complex, high-value claims across a broad range of professions-from solicitors and surveyors to architects and engineers-while enjoying the flexibility of hybrid working and the support of a collaborative, forward-thinking team. What You'll Be Doing Advising professionals and insurers on strategy, coverage, and cost issues Managing complex PI claims from start to finish Preparing reports on technically challenging legal matters Representing clients in court, mediation, adjudication, and other forums Supervising junior lawyers and helping grow the team Building client relationships and contributing to business development What We're Looking For 6+ years PQE, ideally in Professional Indemnity or complex Litigation A strong legal brain with the ability to navigate technical detail and big-picture strategy Confidence in managing a busy caseload and advising insurer clients Exceptional communication, drafting, and negotiation skills A collaborative mindset and a passion for mentoring others Excellent academics and a commitment to continued development What's On Offer A stimulating caseload of high-profile, high-value disputes A genuine work-life balance through flexible hybrid working Clear career progression and real responsibility A culture that truly values its people and invests in their growth Competitive salary and benefits 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 investment and wealth management firm in Leicester is seeking a SIPP Administrator to join their operations team. The role involves administering pension schemes and ensuring high service levels to clients and advisers. Candidates must have prior experience in pensions administration along with strong attention to detail and effective workload management. This role offers a salary up to £35,000, a hybrid working model, and genuine opportunities for career progression within a supportive team environment.

A well-established and highly respected investment and wealth management firm is looking to appoint a SIPP Administrator to join their growing operations team. This business has built a strong reputation for delivering high-quality financial planning and investment solutions, with a long-standing presence in the market and a collaborative, people-first culture. Due to continued growth, they are now seeking an experienced pensions professional to support their expanding client base. The Role You'll play a key role in administering a portfolio of pension schemes, ensuring a high standard of service is delivered to clients, advisers, and internal stakeholders. Key responsibilities include: Administering Self Invested Personal Pensions (SIPPs) from cradle to completion Processing contributions, transfers, and benefit payments Liaising with IFAs, clients, and third party providers Ensuring all work complies with regulatory and internal standards Supporting senior team members on more complex cases where required What They're Looking For Previous experience in pensions administration (essential) Experience with SIPPs or SSAS (preferred but not essential) Strong attention to detail and organisational skills Ability to manage workloads effectively in a fast paced environment A team player with a proactive and professional approach What's on Offer Salary up to £35,000 (depending on experience) Hybrid working model Supportive and collaborative team environment Genuine opportunity for career progression within a growing firm Exposure to a broad range of pension and investment products This is a fantastic opportunity for someone looking to develop their career within a reputable wealth management business that values its people and offers long term progression. 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.

Are you looking for a new challenge and would be interested to partner with a global business who're a leader in their field? If you'd be excited to work for a firm who're consistently delivering double digit YoY revenue growth, investing heavily in their digital solutions proposition, have exposure in over 170 counties and on a fast growth trajectory keep reading! This is an opportunity to join a successful sales team, helping to not only enhance the well-being of employees across the globe, but also progress and develop both personally and professionally. The role: You'll be responsible for generating new business growth by selling firms solutions into large global businesses and delivering against quarterly and annual targets You will be expected to develop and maintain a strong pipeline of new business opportunities Manage the full sales cycle and pass off to the client management team once complete Support the development of new broker channel relationships The ideal candidate: Experience in a sales focused environment Proven track record of success in complex B2B sales or solution sales in the large enterprise space Experience in employee health and wellness, well-being, disability management, or other similar support programs and the associated technology preferred Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.