IDEX Consulting are working in partnership with a highly regarded financial advisory business who require a Financial Planner to join their busy team on the outskirts of Leeds city center (free parking available). The business is well known for having a strong emphasis on tailored advice rather than off-the-shelf solutions and has seen organic FUM growth through a truly client first service. With acquisitions in the pipeline and continued growth of FUM via organic growth, an opportunity has arisen to join the business and inherit a sizeable client book of highly affluent/HNW clients that drives consistent revenue. You will benefit from a paraplanning and admin team that has demonstrated longevity within the business. The successful applicant will have achieved their level 4 diploma. Studying towards or having achieved Chartered status is advantageous but not a necessity. It is important that the right candidate demonstrates empathy and a collaborative mindset when...

My client is currently looking for an experienced Paraplanner to join their team in Wigan. As a Paraplanner, you will play a key role in supporting Financial Planners by providing high-quality technical research, suitability report writing and financial planning support. You will work closely with Advisers and Administrators throughout the advice process, helping deliver exceptional client outcomes whilst ensuring advice remains compliant and technically robust. This role offers exposure to a broad range of financial planning areas including pensions, investments, protection, retirement planning and estate planning. This is a hybrid working role with 3 days in the office and 2 from home. Responsibilities To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given Assist...

I'm currently representing a highly respected wealth management business who are looking for a Paraplanner to join their established team in Leeds. You'll be working directly alongside long-standing Financial Planners, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection. Clients are largely highly affluent and HNW in value. What we're looking for: Diploma qualified as a minimum requirement. Ideally Chartered qualified or studying towards Solid paraplanning experience, with strong technical knowledge of HNW and complex clients Excellent report writing and research skills Proactive, detail-oriented and confident working closely with Advisers and clients This is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong...

An established and highly respected wealth management business is looking to appoint an experienced Paraplanner to join its growing financial planning team. With an expanding client base and an increasing volume of complex financial planning work, this is an excellent opportunity to join a collaborative business where you'll play a key role in supporting Financial Planners and delivering outstanding outcomes for clients. The Opportunity You'll be responsible for providing high-quality technical support, undertaking detailed financial planning research and analysis and producing compliant, well-structured suitability reports across a broad range of advice areas. This is an opportunity to join a business that genuinely values its people, invests in professional development and offers long-term career progression within a supportive team environment. What You'll Need Previous experience working as a Paraplanner (or in a similar technical financial planning role)...

Middle Office Analyst Location: City Centre, Manchester Contract Type: 12 Months ( 4 days onsite ) Our client, a leading financial institution, is seeking a dedicated Middle Office Analyst to join their dynamic team in the heart of Manchester. This is an exciting opportunity to play a vital role in ensuring seamless operations within the middle office function of the organisation. If you thrive in a fast-paced environment and have a keen eye for detail, this role is tailor-made for you! Key Responsibilities: - Perform crucial collateral administrative duties for middle office clients, encompassing: - Reconciliation of traded positions - Margin call, margin movement, and margin settlement - Issue and dispute resolution Complete reconciliation for collateral clients, including unmatched and failed cash/trade activity. This will involve direct engagement with clients and brokers to ensure timely investigation and resolution. Support clients in overseeing and monitoring...

Location : Hybrid, Bradford, in the office approximately once a month. Salary : Circa £32,000 per annum Permanent, 35 hours per week, Monday - Friday 9am to 5pm We believe everyone should have a safe and affordable place to call home. It's this belief that drives everything we do and inspires us to go above and beyond for our customers. We pride ourselves in understanding their needs and delivering the best customer service, every time. We're also proud to be at the forefront of change. We're on a journey of transformation, finding new ways to support our customers - and our people. Build Your Finance Career While Making a Difference We're looking for a detail-oriented and proactive Finance Officer to join our Finance team. In this role, you'll support the Service Charge Accountant and wider service charge team in delivering accurate service charge budgets, forecasts and accounts. You'll play a key role in ensuring service charge costs are calculated and...