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8 Jobs for IDEX Consulting LLP in West Yorkshire






HNW Paraplanner
My Client is a highly regarded Wealth Management practice in Leeds and they are currently looking for an experienced HNW Paraplanner to join their team. THE ROLE The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice ? Produce accurate, compliant client reports within agreed timescales. ? Assist in the production of client portfolio reviews. ? Provide response to client technical queries. ? Produce client cash flow models. ? Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice. ? Assist in the training to other members of staff on all area?s of advice ? Produce technical bulletins to be sent to clients and introducers when appropriate. THE CANDIDATE ? Minimum CII Diploma or equivalent. THE BENEFITS ? Excellent Salary Bonus Comprehensive Benefits Comprehensive Study Support 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



SSAS Administrator - Leeds
My Client is currently looking for a SSAS Administrator to join their team in Leeds. The purpose of this role is to carry out any administration tasks for clients as required by the Client Manager and ensure a high level of service is delivered and all clients are treated fairly. ?All administration should be relevant to the client needs and service is delivered within any agreed service levels, priorities and quality standards. You should alert the Client Manager to any tasks that are likely to go outside these standards due to the volume of work. ?Under the Client Manager?s guidance, carry out any client work taking responsibility for client communication and ownership of tasks as appropriate. Ensure that client needs are fully understood and administered in line with documented procedures. ?Ensure time is appropriately and accurately recorded on a daily basis and work to minimise non billable time. ?Look for more effective and efficient ways of carrying out activities, input into any improvement projects and support effective team working. ?Work in accordance with company values, behavioural competencies and treating customers fairly requirements. ?Any other reasonable task as advised from time to time. ?Support, Implement and Maintain Information Security procedures and activities in accordance with the company?s Information Security Policy. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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.

Thu, 16 Oct 2014 14:12:05 GMT



SSAS Client Manager
My Client is current looking for a SSAS Client Manager to join their team in Leeds. Responsibilities The purpose of this role is to oversee all client work for a given group of clients, to ensure a high level of service is delivered at the most effective cost whilst ensuring regulatory and legislative requirements are met, and all clients are treated fairly. ?To be accountable for a given group of SSAS clients to ensure that their needs are fully understood, service is delivered within any agreed service levels, priorities and quality standards. ?To attend client meetings when required. ?To ensure all invoices are prepared and settled in a timely manner and to ensure time is recorded correctly and managed in such a way that adds value for money to clients as well as working to minimise your non billable time. ?To carry out all activities in relation to those clients except where it is more efficient to pass on to a Client Administrator or Support staff. ?To manage daily work flow in relation to the given group of clients and understand likely future work flows in coming months. ?To identify risk and raise awareness with your Team Leader of the underlying causes. ?To support the SSAS (and, if appropriate, the SIPP) proposition both proactively and reactively, to manage client expectations to ensure you retain them as well as looking for new business potential. ?To continually look for more effective or efficient ways of working and recommend to your Team Leader any improvement projects that will enhance service and increase productivity. ?Where appropriate provide constructive feedback for others in order to improve their understanding, knowledge, support and development so they are motivated to deliver. ?Be responsible for ensuring that your own expertise and knowledge is maintained and updated. ?To provide management statistics to the Team Leader for a given group of clients when required. ?Senior Client Managers may possibly have dedicated Client Administrators to support them and some may even also perform a Team Leader role. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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.

Thu, 16 Oct 2014 14:12:05 GMT



HNW Paraplanner - Leeds
My Client is a highly regarded HNW practice in Leeds and they are currently looking for an experienced HNW Paraplanner to join their team. THE ROLE The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice ? Produce accurate, compliant client reports within agreed timescales. ? Assist in the production of client portfolio reviews. ? Provide response to client technical queries. ? Produce client cash flow models. ? Together with other members of the Technical Unit, update standard report/RWL tools for all areas of advice. ? Assist in the training to other members of staff on all area?s of advice ? Produce technical bulletins to be sent to clients and introducers when appropriate. THE CANDIDATE ? Minimum CII Diploma or equivalent. THE BENEFITS ? Excellent Salary Bonus Comprehensive Benefits Comprehensive Study Support 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.

Thu, 16 Oct 2014 14:12:00 GMT



IFA Administrator - 12 Month Contract
My Client is successful and highly respected Wealth Management Practice in Leeds City Centre. They are currently looking for an experienced IFA Administrator to join their team on an initial 12 month contract. An immediate start is available. THE ROLE ? Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures ? Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards ? Process all business in accordance with required process ? Assess clients file documentation in accordance with compliance requirements ? Identify and correct remedial actions as required ? Be aware and act upon any compliance issues; complete documentation required ? Accurately record all client facing time ? Coordinate billing of fees with Wealth Adviser for invoicing ? Request policy information from product providers/3rd Party/ via email/fax/telephone ? Coordinate and produce client valuations ? Develop and maintain effective relationships with clients, colleagues and 3rd party?s ? Be aware and act upon any compliance and quality issues ? Any other tasks as and when required requested by your line Manager Previous experience in an IFA environment is essential. Company offers a salary between ?18,000 and ?23,000 and a very impressive benefits package. For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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.

Fri, 10 Oct 2014 07:15:52 GMT



Paraplanner
My Client is currently looking for an experienced Paraplanner to join their team in Leeds. THE ROLE ? Carry out research and analyse information to prepare plans and proposals best suited to individual clients requirements (based on information provided by partners and advisors) ? Produce plans and recommendations in line with the Firm?s standards and implement those solutions once agreed with clients by partners/advisors ? Maintain effective communication with clients via telephone THE CANDIDATE ? Diploma in Regulated Financial Planning or equivalent, or currently studying for this qualification ? Highly numerate ? Evidence of strong commercial awareness through previous experience within Financial services For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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, 07 Oct 2014 14:46:54 GMT



Paraplanner
My Client is currently looking for an experienced paraplanner to join their team in Leeds. THE ROLE ? Prepare suitability letters, reports and recommendations for holistic and transactional financial planning areas including pensions, investments, IHT, protection and specialist products ? Prepare illustrations/proposals and undertake research to support recommendations ? Undertake pension reviews and recommendations ? Undertake Income drawdown reviews and recommendations ? Undertake Investment reviews and recommendations ? Prepare cashflow models ? Liaise with the administration support team to ensure all information/forms required to research/write a report has been requested from external providers ? Provide technical support to complex client queries ? Liaise with the administration support team to ensure all client meeting preparation is undertaken ? Liaise with the administration support team to ensure Annual review meeting preparation is undertaken ? Client correspondence answering complex technical queries ? Answering client?s verbal technical queries ? Liaise with the administration support team and planners to ensure Advice Process Procedures are adhered to ? Work closely with the paraplanning and financial planning teams to ensure all client communications are fully compliant, accurate and issued to meet Client Servicing Standards ? Maintain paraplanning workflow spreadsheet ? Observation/application of all internal compliance procedures including money laundering regulations, treating customers fairly, know your client, key FCA messages For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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, 07 Oct 2014 14:46:06 GMT



Paraplanner - Leeds
My Client is a Chartered Financial Planning practice in Leeds and they are currently looking for an experienced Paraplanner to join their team. The successful candidate will be responsible for providing a high level of technical support to Consultants, ensuring that all recommendations are technically accurate and provide ?best advice? for the client THE ROLE ? Preparation of Suitability/Reason Why letters/reports and recommendations ? SIPP and Private Portfolio Reviews ? Product and Fund research ? Obtaining Illustrations, fund fact sheets and all related Compliance documentation ? Packaging letters for clients, including all necessary application documentation ? Attending client meetings and preparing meeting notes when requested to do so ? Maintenance of Adviser Office diary and INVU Document Management Systems ? Assisting with the preparation and maintenance of the standard letter templates and appendices used by the Company ? Active participation in either the Investment Committee or Product Committee, taking responsibility for at least one market sector or product area ? Other duties as required and requested to ensure the smooth running of the company as a whole Additional Duties ? To act as a ?second pair of eyes? for the Consultant, identifying items which may affect the advice being given or the internal file review process ? To meet the key performance indicators (KPIs) specified by the company and detailed on the attached document ? To take responsibility for personal development, maintaining technical knowledge required for the performance of this role, including completion of the annual competency tests ? Comply with the Financial Services and Markets Act 2000 and the relevant FCA or any superseding regulator(s) rules at all times ? Comply with the relevant Compliance, TCF, T&C, Financial Crime and Anti-Money Laundering procedures at all times ? Keep up to date with all relevant product, legislative and technical changes, as required For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@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, 07 Oct 2014 14:06:26 GMT