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Permanent  (3)
IDEX Consulting Ltd
27 Mar, 2026
Permanent
Insurance Sales Executive
IDEX Consulting Ltd Bristol, UK
An established and growing independent insurance broker based in Bristol is seeking motivated and ambitious Sales Executives to join its expanding team. This is an excellent opportunity for individuals looking to build a rewarding career in sales, with full training provided and no prior insurance experience required. The Opportunity The successful candidates will play a key role in driving the company's growth by identifying and developing new business opportunities. Working closely with the broking and marketing teams, they will act as the first point of contact for prospective clients, generating high-quality leads and contributing to the overall success of the business. This role would suit confident communicators who enjoy building relationships, have a proactive mindset, and are eager to develop within a professional and supportive environment. Key Responsibilities Proactively contact prospective clients to identify potential opportunities and conduct fact-finding...
IDEX Consulting Ltd
27 Mar, 2026
Permanent
Paraplanner
IDEX Consulting Ltd Leicester, UK
An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to: To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance Provide research and analysis of investment funds and financial products, whilst considering the client objectives Conduct fund research Prepare Financial Plans,...
IDEX Consulting Ltd
18 Mar, 2026
Permanent
Home Based Financial Planner
IDEX Consulting Ltd United Kingdom
An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent earning potential. The company works with employers across the UK to help employees make informed financial decisions, particularly regarding pensions and retirement planning. You will be supported by the wider business, and will be provided with high quality and pre qualified leads from some of the UK's largest corporate firms! Benefits: Uncapped Commission & Competitive Bonus Structure Supportive and well-established firm with a strong reputation 25 days + bank holidays + Option to apply for 3 additional days Discretionary bonus scheme Private medical insurance 6% employer pension contribution DIS The ideal candidate for this role will have experience as a financail adviser, will hold CAS status and will be experienced within pensions advice as this will make up...
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