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51 Jobs for IDEX Consulting LLP in West Midlands






Business Consultant
Our Client are a field service management software and data company who help to make organisations more efficient. They provide solutions empower management teams to make better decisions about how they design, run and manage their resources, to help get the right people to the right place at the right time. With 950 customers across the UK, the company has been running for over 20 years and continue to provide high quality support to clients up and down the country. Requirement Our client has progressively increased the level of business consulting that it has delivered over the last 3 years. This increase has been achieved by a change in focus and by harnessing the technical skills that the company has in a more business friendly manner. Whilst there has been considerable success, they now require a different skill set in the business around basic business consulting skills such as client engagement, programme management and report writing skills. Role The role is that of a Business and Analytical Consultant. The successful applicant will be expected help create a strong revenue line for field service management and to: - Own the client project engagement for business based development projects - Own the client project leadership for consultancy projects - Deliver analytical, data and in time GIS projects It is expected that on most projects the applicant will be supported by other technical staff. Skills Essential Skills - Excellent communication skills at multiple levels of seniority and role - Excellent and proven client engagement skills including project leadership and workshop Facilitation - Sophisticated engagement process experience - Excellent and proven business analytical skills - Strong data analysis experience - Proven and sophisticated report writing ability - Strong relevant domain experience in health, local government, outsourcing or field team Management Desirable - Previous experience of capturing Business requirements and the creation of Use Cases and functional requirements - Project Management experience with some recognized PM methodologies - Management consultancy experience - General database and SQL knowledge - GIS experience Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 16:37:02 GMT



Group Risk Analyst
1. Provide administration and analytical support to consultants to ensure the retention and development of Health & Benefits clients 2. Provide quality administration support to clients with regard the transactional elements of their Health & Benefits scheme 3. Assistance in the retention and development of existing clients, and the identification and development of new clients and renewal of allocated clients KEY ACTIVITIES 1. Obtain information from insurers to enable scheme analysis to be carried out 2. Maintenance of H&B analytical tools and production of output for clients and consultants 3. Complete market review in line with consultants requirements, collation and output of results in appropriate format 4. Obtain renewal/review terms from insurers and present in an appropriate format 5. Production of draft standard report in line with consultants and clients requirements 6. Liaison with insurers to ensure delivery of data, renewal terms and quotations in appropriate timescales 7. Monitor insurers performance on behalf of clients 8. Provide transactional administration services to clients 9. Renewal/review of client portfolio allocated 10. Negotiation with insurers to achieve best terms for client KEY SKILLS / COMPETENCIES 1. Group Risk experience 2. Strong client focus 3. Excellent written and verbal communication 4. Excellent prioritising and organisational skills 5. Numerate and confident in the use and interpretation of data 6. Good team working skills 7. Excellent Excel and Word skills 8. Solid administration background within a similar organisation Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:09 GMT



Paraplanner
Senior Paraplanner Birmingham ?35,000 benefits and bonus Leading investment house and wealth management firm currently looking to appoint a Senior Paraplanner to the established team. Responsibilities To build a working knowledge of the business support function, and to manage the teams relations with business support. Complying with the regulatory regime whilst demonstrating an understanding of your responsibility within the regulatory framework. Create and maintain effective working relationships with clients and colleagues. Assist with the supervision of the FS administration unit, monitor its effectiveness and identify improvements. Prepare business generating documentation for the Financial Planning Managers including report writing. Ensure compliance standards are met throughout the FS department To perform all necessary actions required in order to comply with all FCA rules and regulations applicable to the role, while adhering to TCF procedures at all times Follow the BD Principles and Working Ethos and act with integrity and honesty at all times Qualification and exposure CII Diploma in Regulated Financial Planning is a minimum requirement The successful candidate must have experience within a financial planning firm within ideally a Paraplanning role. And be a self motivated, ambitious, and hard working team player Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Paraplanner
Senior Paraplanner Up to ?35,000 (negotiable on experience) Solihull Independent firm of chartered accountants that also incorporates a wealth management practice, is recruiting for a level 4 qualified Paraplanner to join their growing Wealth Management team in Solihull. This prestigious organisation has a track record of success serving their vast network of fee based High Net Worth clients with holistic financial planning advice. Reporting directly in to the lead IFA/Director, your primary role will be to research, produce high quality suitability reports and recommend pensions, investments and protection for high net worth clients. The client provides holistic financial planning advice to their clients. This is why they are looking for someone who has a broad knowledge of researching and recommending tax lead investment products, ISA?s, Self invested Personal Pensions (SIPPs), Offshore Bonds, Collectives, IHT efficient solutions and non-investment lead insurance products. The standard of the suitability reports produced needs to be high and you will be utilising a range of information sources. The IFA produces a high level of new business each month, therefore your day will be balanced between processing both new and existing business for clients. The ideal candidate ? Self-motivated and highly proactive ? Smart and well presented ? Ability to meet tight deadlines ? Systems knowledge of First Software, O&M Pensions Profiler, Analytics, Synaptics will be an advantage. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Paraplanner
Paraplanner Salary up to ?30,000 35 hours per week Mon - Fri I am currently assisting one of the largest and most successful regional IFA?s in the West Midlands. Who have grown the business over the past 15 years almost exclusively by acquisition and client referrals. Now looking to recruit a Paraplanner Key Tasks: ?Researching of appropriate products and funds ?Report writing ?Working closely with consultants to gather information for reports ?Adherence to the service level agreements ?Assistance in the development of the paraplanning service Experience and skills required: ?Excellent organisational skills ?Strong Communication skills ?Ability to keep knowledge of Financial Services industry up to date ?Good understanding of Financial Services Industry and FSA Requirements Desirable Qualifications: ?Preferably full FPC/CF/CIFA/ER1 ?Must hold or be Working towards diploma Benefits: ?Salary up to ?30,000 ?35 hours ?GPP ? after 1 years service ?DIS ?PHI ?Healthcare ?Medical policy ?23 days per annum holiday plus bank holidays Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Senior Paraplanner
Senior Paraplanner Department: Financial Planning Hours: 37.5 per week (9-5.30pm) Outline of Role: To provide pre and post -sales Paraplanning support to The Financial Planning Team via assessment of client needs through fact find analysis, product research, preparation of draft proposals for agreement and preparation of suitability letters. To support the Administration Manager (IFA Services) with the management and delivery of an effective client review service. You will be required to review client data and draft reports produced by support staff and research and update appropriate fund and market commentary. Skills & Knowledge: FPC1,2 & 3 equivalent working towards or hold level 4 Procedural knowledge of the Advisory Sales Process Good Communication skills - Written/report writing skills Technical Knowledge - 1st Software, Product knowledge Ability to organise workload Analytical and Client focus Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:36:04 GMT



Senior Pensions Administrator
Senior Pensions Administrator Birmingham Circa ?28,000 My client is a multi award winning TPA, who have been voted in the Top 100 best companies to work for by the Sunday times 2014. Due to the continuing growth of the business my client is now looking to add 2 Senior Pension Administrators to the dynamic administration team servicing both members and clients on several Defined Benefit (DB) and Defined Contribution (DC) pension schemes. Responsibilities will include ? Takes overall responsibility for the delivery of high quality administration services in the designated locations. ? Assists members with complex pension issues and helps support and develop less experienced members of the team. ? Provides a timely, efficient, professional and personal service to meet the needs of all our client/members. . ? Completes DC processes in accordance with TPA target service levels and exact timescales. ? Maintains and updates member records on the Universal Pensions Management system (UPM) and processes member events, including retirements, deaths, early leavers, transfers in and out, illustrative quotations. ? Maintains the scheme cash books, reconciles bank statements and prepares the cash-flow forecasts. ? Assists in the preparation of Administration Reports and presentation of these to clients/trustees. ? Ensures accurate and timely recording of all work in the time recording system and that all work is logged out of Casework correctly for billing purposes. ? Ensures all work is charged, in particular, requests and projects outside the agreed client fee basis. ? Coaches less experienced administrators in order to develop their experience and confidence Qualifications, Skills, Knowledge and Attributes: Qualifications: ? GCSE / Higher (or equivalent) in Maths and English at minimum grade C or above, or relevant comparable experience. ? Professional qualification, such as Associate Membership to the Pension Management Institute, is currently studying, and/or has relevant industry experience. Skills / Experience: ? Proven solid experience of day-to-day pension administration and working on both DB and DC pension schemes. ? Has up to date knowledge of relevant pension legislation, technical developments affecting pension administration and industry best practice. ? Information Commissioner, HMRC Limits, the Pensions ? Regulator, rules and regulations and recent legislative changes. ? Good IT skills, including working with Microsoft Office application and experience of a pension administration system Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



Technical Administrator
Technical Administrator ?18,000 to ?22,000 plus benefits My client is a leading IFA firm who are growing through acquisition and looking to recruit a Technical Administrator to the busy team, to provide sales support to the Wealth Management Team ?Preparation of Investment and pension reviews utilising the client Database. ?Maintain client records in accordance with company standards. ?Schedule client reviews on a monthly basis and plan for delivery. ?Review client data and draft reports. ?Build relationships with providers and clients ?Generating illustrations and quotations ?Processing new business ?Preparing meeting packs for advisors ?Ensure all database records and client files are maintained to company standards. Skills and knowledge requirements ?Communication skills ? Written/Report writing skills ?Background within a similar role ?Analytical and Critical reasoning ?Ability to organise workload ?Attention to detail ?Product Knowledge ? Pensions and investment Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



Pension Administrator
Pension Administrator West Midlands ?28,000 benefits My client is a leading firm of actuaries looking to appoint a Pension Administration to the busy team. Each team is managed by a team leader and work is carried out in accordance with the Pension Administration Department?s control environment procedures which are in place to ensure accuracy and timeliness of the services for clients. Duties ?Prepare manual and computer generated benefit calculations and related correspondence ?Maintain the database; prepare generated benefit calculations and related correspondence ?Communicate with clients, their employees and former employees and advisers ?Carry out and check cash handling and accounting functions to client pension and related arrangements, liaising with bank and investment managers as appropriate ?Process and check client pensioner payrolls, including calculation of net pay, arranging payments, liaison with tax offices and preparation of year end returns ?Liaise with authorities including DWP, HMRC, The Pensions Regulator and the Information Commissioner ?Read, research and understand documentation relating to each scheme, for example, deeds ?Check work of other team members, ensuring accuracy and compliance with procedures and legislation, as agreed ?Project based work as agreed from time to time ?Encourage the team to look for efficiency gains ?Carry out activities in line with agreed service levels ?Support effective team working and be willing to ask others for support ?Demonstrate an awareness of how the PPF operates and the nature and type of compensation (specific for PPF Administration) ?Adhere to specific targets, carry out calculations and tasks involved in working on PPF schemes, and respond to the need for a rapid turnaround of work (specific for PPF Administration) ?Any other reasonable task as advised from time-to-time Experience/Qualifications GCSE Maths and English at grade C and above are essential. APE or progress with other relevant PMI qualifications such as CPA would be an advantage. A willingness to make progress towards further professional qualifications would be a benefit; however proven experience in the role is more desirable than other academic achievement. Relevant Financial Services experience or a background in DC or DB pension administration would be a requirement. A strong understanding of Microsoft Office programmes, in particular Excel, Word and Outlook. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



Group Risk Administrator
Group Risk Support Administrator To complete day to day administration of Benefit Schemes, providing a high standard of service to a wide client base, at all times. Responsibilities Complete all necessary action from incoming mail and telephone calls relating to Group Life, Group Clinical and Associated Benefit Schemes, efficiently and accurately, at all times. Request and check Insurance Company quotations in respect of new members, increments, leavers, transfer values, CPAs, rebroking and retirements providing a high standard of service to all parties, at all times. Prepare Transfer Analysis and Real Charge illustrations, promptly and accurately. Produce annual costings, incoming and outgoing, efficiently and accurately, according to the Company timescales. Prepare investment statistics and fund valuations, as requested. Check documents sent by both clients and life offices to reduce errors. Operate a diary system which is effective and aids communication. Maintain and update the computer system in respect of all Pensions, accurately and efficiently. Prepare standard letters and urgent correspondence, schedules and graphs, accurately and promptly, as required. Attend and prepare for Trustees Meetings (agenda, valuations, minutes, Trustee Reports etc.) KEY SKILLS: Technical Qualifications Compliance Knowledge Knowledge of Pensions and Associated Benefit Schemes Communication Planning / Organisational skills Teamwork Ability to work unsupervised Initiative / diplomacy Flexibility Telephone skills Computer/Word processing Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



IFA Administrator
IFA Administrator Birmingham We are currently representing a leading Birmingham based IFA practice, who are looking to appoint a technical financial service administrator to support 2 IFA?s. Your primary job purpose is to administer Investments, Group Personal Pensions, Executive Pensions, Individual Pensions, SIPPs, Group Life, Group PHI, Individual Life & PHI. Provide client servicing and administrative support to 2 Consultants. You will be asked to update client information on the database and ensure all information on there is correct. There will be standard agreed processes and practices agreed which will ensure all regulatory requirements are adhered to, these processes and practises must be followed at all times. All applicants must have experience within an IFA or Financial Services firm. A working background of utilising Adviser Office is highly desirable but not essential. Applicants must also possess sounds general IT skills and hold at least 5 GCSE?s including Mathematics and English (or equivalent). For more information please contact Emma Murray on 08453 701 007 or Email Emma.Murray@Idexconsulting.com Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



3rd Party Administrator
Pension Administrators and Senior Pension Administrators ?18,000 - ?30,000 We currently have a range of exciting opportunities for Pension Administrators, from entry to senior level, to join a leading 3rd party pensions firm based in Birmingham. The primary responsibility will be to provide a full pensions administration service to clients and customers in an accurate, efficient and timely manner. As a Pension Administrator your key responsibilities will include: ?To take responsibility for the quality of individual and teamwork produced ?To only carry out the value work ?To suggest changes required to the system to reduce variation in process measurements. ?To highlight problems impacting on the performance of the system, using the opportunity to provide ideas and solutions ?To provide data required for process capability measures. ?To understand the customer demand and respond accordingly ?To participate in regular team meetings to refine process flows and give input to identify the causes of variation in the process capability measures. ?To support junior members of the team ?To ensure that technical knowledge is kept up to date and relevant to the role As a Pension Administrator your skills and qualifications will include: ?Experience of administration with a desired understanding of the pensions industry preferred but not essential ?Familiar with Microsoft applications and how they interact together ?Ability to establish/demonstrate a good working knowledge of internal procedures and processes and operating principles ?Experience in the transfer of technical knowledge to more junior staff desirable ?Good standard of general education (GCSE/A level or equivalent) to include a high level of numeracy and literacy ?Good administrative skills and a desire to learn and develop. Salary ?Competitive salary 25 days holiday, pension & benefits package Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



IFA Administrator
Our client is a fee based professional practice with independent financial planners who provide holistic financial planning advice to quality HNW private clients and successful corporate entities. The continued success that the business is seeing has created a need for a professional IFA Administrator to play a leading role within the team based in Birmingham. Duties ? Manage the administration workflow. ? Develop, consistently implement and review processes. ? Receive and implement requests from Advisers. ? Maintain up to date client files and data. ? Obtain illustrations, valuations and other information, etc. ? Process and track applications. ? Diary management ? for client reviews and planner meetings. ? Prepare annual review listings by month. ? Prepare and issue annual review data (fact find, etc) to clients. ? Processing information onto Standard Life Wrap ? Commission monitoring and invoice preparation. ? Liaise with clients and providers. ? Operate within the compliance and corporate standards of the business. ? Report on key measures on a regular basis It is a busy and demanding role so my client is looking for someone with excellent attention to detail, with a strong IFA support background. Ideally with experience of working on Standard Life Wraps however this is not essential Part or full FPC 1, 2 & 3 or CF1-5 would be an advantage but again is not essential Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



Paraplanner/ Senior Sales Support
Our client, a well established and leading IFA specialising in providing advise to HNW clients. Now looking to recruit a Paraplanner or Senior Sales Support Administrator/ Paraplanner to join their growing team. Candidates will be required to: - Research products provide appropriate recommendations to IFA?s in all areas of financial planning. - Prepare reports and letters providing advice - Maintain client information accurately Experience: - Previous experience of working as Paraplanner (or equivalent) within a professional IFA practice - FPC or equivalent qualified - Progressing towards AFPC or Diploma in Financial Planning - Ideally candidates will have previous report writing experience Competitive salary. bonus and benefits scheme on offer. Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 15:35:27 GMT



Financial Reporting Risk Tester
Financial Reporting Risk Tester West Midlands Skills ? Generates innovative ideas and solutions to problems, and provides sound reasoning to support recommendations. ? Ability to make recommendations in the face of complexity, conflicting pressures and ambiguous circumstances ? Works to clarify and understand the broader purpose and mission of own work. ? Coordinates planning efforts with other work units. ? Maintains a consistent, high level of productivity. ? Expresses oneself effectively in one-on-one conversations and small groups. ? Maintains positive relationships even under difficult or heated circumstances. ? Stature and confidence to interact with Company personnel with the ability to demonstrate objectivity, integrity, independence and drive Education and Experience ? Qualified accountant preferred ? University degree (preferred) ? Work experience in audit , ideally financially focussed Please visit www.idexconsulting.com for further opportunities. Foot Note: If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Tue, 21 Oct 2014 14:34:12 GMT


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