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156 Jobs for IDEX Consulting LLP


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£10,000 - £20,000 (56)
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Homebased Paraplanner
Chartered Senior Paraplanner ? Home based ?30,000 - ?36,000 My client?s view of a Paraplanner is different to most, and so we want your view of the industry to be different to most Paraplanners. The successful candidate will be Chartered or Certified or very near to achieving either and that you will act as critical friends to clients, and to help them towards their business goals. The successful Paraplanners will have the utmost integrity in all they do, and must be a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications. In return, they offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ?work to live not live to work? ethos. 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.

Wed, 22 Oct 2014 07:40:02 GMT



Proposition Performance Specialist - Retirement & Protection
Proposition Performance Specialist - Retirement & Protection About us My client is one of the UK?s leading general insurance and financial services companies, now looking to build on the current proposition team and recruit a Performance Specialist for the Retirement and Protection product suite The Role Lead or contribute to the evaluation, design and development of the range of product propositions offered to meet customer needs within one or more defined markets and to meet agreed targets and KPIs Job Specification ? Research, analyse and monitor the relevant product proposition to identify the competitive landscape, changing customer needs, regulatory change and the external environment ? Lead or contribute to allocated projects to review existing propositions within relevant markets and segments, monitoring performance against targets and KPIs and ensuring that they continue to meet customer needs, regulatory requirements and commercial objectives and that we are treating customers fairly and managing associated customer conduct risks effectively ? Contribute to cross-organisation working groups to develop proposition plans based on market, proposition and segment analysis, to better address customer needs, to meet regulatory requirements and to improve sales, retention and profitability. ? Develop, advise, guide and support colleagues from across the business to enhance their understanding of the relevant product propositions and how they should be positioned with customers and against the competition ? Brief, review and check changes to, or the creation of, marketing material produced by Group Marketing relating to customer facing literature of the relevant proposition to ensure it meets the requirements of Treating Customers Fairly and is in line with agreed proposition objectives Person Specification It is essential that applicants have previous exposure of ? Developing and managing propositions and products which deliver commercial success ? Managing a product portfolio across the relevant area of Financial planning / Pensions/ IHT / annuities / life protection ? Product development role in developing and maintaining a portfolio to meet customer needs and business results Qualifications/Other ? Educated to degree level or equivalent ? FPC3 or ACII or equivalent, or progress towards 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.

Wed, 22 Oct 2014 05:34:35 GMT



Paraplanner
My Client is currently looking for an experienced Paraplanner to join their business in Cheshire on an initial 12 month contract. THE ROLE ? To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers and/or Senior Client Partners ? To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner ? Regularly participate in team meetings, including highlighting issues and owning actions through to resolution ? Assist with any new business initiatives, as required ? Proactive in suggesting improvements for the continuing progression of the team and Company ? Strong technical knowledge and research of Financial Services products ? Relevant experience in a Wealth Management environment ? Effective communication, both verbally and in writing ? Effective drafting of client advice ? Ability to attend client meetings THE CANDIDATE ? Must be Diploma level and looking to work towards Chartered status ? The candidate must have full paraplanning experience ? Experience in a fee based environment ? Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser ? Experience in report writing and research (ideally pre-sale) ? Able to deal with a fast pace and high pressure workload and need to not be afraid to challenge Salary up to ?35k with a excellent 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.

Tue, 21 Oct 2014 16:37:30 GMT



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



SIPP Administrator
SIPP Administrator Lancashire Up to ?25,000 My Client is currently looking for SIPP Pensions Administrator to join their team in Lancashire. THE ROLE ?Responsibility for managing and administering a portfolio of SIPP pension schemes ?Responsibility as the first point of contact for clients within your portfolio ?Responsibility for ensuring the integrity of data ?Dealing with routine correspondence including contact with clients, their advisers and product providers ?Ensuring all HMRC and FSA deadlines are met ?Organise and prioritise work including managing clients? expectations and escalating to the Manager any issues relating to workload ?Escalate complaints to a Manager immediately and assist to resolve as requested. ?Maintenance of paper and electronic filing systems for correspondence and documents including scanning and archiving ?Preparation of new business documentation as required by Management. ?Operate an efficient diary system ?General administration duties as requested by your Manager ?To participate in project work as requested by your Manager THE CANDIDATE ?A working knowledge of SIPP arrangements, related insurance and pension products and services in the market place ?A working knowledge of retirement options and procedures ?A working knowledge of HMRC Regulations, FSA Regulations and Pensions Act Regulations 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, 21 Oct 2014 15:36:09 GMT



Senior Pensions Administrator
Senior Pensions Administrator Bracknell Upto ?32,000 Our Client; an international Financial Services firm, is currently looking for an experienced Senior Pensions Administrator to join their office in Bracknell. Working within the ?Scheme Events? focussed team; you will be dealing with both DB and DC Pension Schemes. The Role ? Undertake complex administration tasks with efficiency, competency and professionalism ? Thoroughly check the work of colleagues using reference documentation as required ? Ensure that the Client service level agreement is met consistently ? Accurately calculate and pay out member benefits, both manually and using administration systems ? Process Scheme events, e.g. renewals, pensioner increase exercises, governance reporting The successful candidate will have extensive experience dealing with both DB and DC pensions as well as having good knowledge of relevant computer systems and the rules and regulations surrounding the role. 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



3rd Party Administrator
Pensions Administrator Bracknell Upto ?24,000 A Pensions Administrator opportunity exists with a high quality employee benefits and pensions business, the role will be part of the Defined Contributions team. The role will be a hands on role within a team who work together to provide a high quality service to all clients. You will be responsible for providing pensions administration for DC schemes and be undertaking the following points; ? Maintain scheme / member databases ? Prepare data to be passed to investment managers ? Calculate benefits for members of the scheme both manually and using the administration system and referencing administration guides / processes ? Prepare correspondence for issue to members and other client representatives ? Ensure all work is completed accurately and well presented to assist checking / authorising ? Work within specified timescales laid down in service contracts 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



Employee Benefits Consultant
Employee Benefits Consultant ? Guildford Salary up to ?60,000 plus benefits, bonus We have been retained by a firm that provides financial planning and employee benefits advice to wealthy private clients, SMEs and national businesses, the firm now have an assignment for a highly capable Employee Benefits Consultant to join the team and assist with the management of a portfolio of clients and new business streams. Key responsibilities - The Adviser will take responsibility for providing corporate financial planning and benefits advice to SMEs, national and multi-national practices group arrangements and in particular auto-enrolment - Meeting with new and existing clients for reviews and explain the service whilst taking them through the complex corporate financial planning process - Work with the technical support team to produce clear, technically accurate, compliant and concise financial planning reports for clients, including high level financial plans based on their entire financial position, suitability reports and regular investment review reports - Keep up to date with technical and professional development, attend functions and events to build professional relationships and promote the firm - Continually develop and keep updated technical knowledge and professional skills - Assist in the continual cycle of improving the investment proposition and process Prospective candidates - Level 4, Diploma Qualified or Level 6, Chartered or Certified Financial Planner - An in depth technical knowledge and understanding of all financial planning areas however have particular strength with employee benefits or corporate financial planning - Excellent compliance record with detailed understanding of the compliance requirements - Proven track record in a true fee based environment - Be able to apply own judgement and experience when making decisions or speaking to clients - A thorough understanding of client circumstances and how they can affect the advice given - Excellent questioning and listening skills particularly in uncovering clients? objectives - Strong interpersonal skills, with excellent communication and ability to build strong lasting relationships Remuneration is negotiable dependent on the individual up to ?60,000 along with benefits and a bonus structure. 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



Pensions Team Leader ? Reading ? ?30,000 - ?35,000
Pensions Team Leader Reading ?30,000 - ?35,000 A national pensions and actuarial firm in Reading is looking for an experienced pensions team leader. To be successful you will have a proven background in third party pension administration and the management of staff performance. Key Responsibilities ? Work Management o Daily monitoring and allocation of workloads and incoming post ? Client Management o Dealing with complaints and technical queries as they arise o Thorough understanding and application of DC scheme benefit structures, Trust Deed and Rules, HMRC and Disclosure requirements ? People Management o Managing all aspects of the team to ensure that they are working as efficiently and effectively as possible Key Requirements: ? Thorough understanding and application of DC scheme benefit structures, Trust Deed and Rules, HMRC and Disclosure requirements. ? a strong background in DC Pensions Administration ? To effectively manage relationships with the client contacts, Trustees and internal Consultants ? Excellent communicator ? IT literate with extensive knowledge of Word and Excel 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



Part Qualified/Newly Qualified Actuary
Vacancy: Part Qualified/Newly Qualified Actuary My client is an independent firm of actuaries and consultants offering a full range of services to trustees, employers, insurance companies and individuals. The business is based on a culture which aims to provide all clients with a high-quality professional service through strong personal relationships and tailored solutions. We started in 1989 my client had 16 people they now have over 500. Now looking for ambitious nearly or newly qualified Pensions Actuaries to help us to continue to grow. We currently have two positions and are looking for enthusiastic applicants to apply sound technical skills to an active, consulting role, being the lead day-to-day contact on a portfolio of clients, providing support to the Scheme Actuary and helping to develop junior members of the team. You need to have top class technical skills, be sensitive to the needs of your clients and be able to work effectively with senior and junior colleagues in a close-knit team. Excellent consultancy and communication skills are essential to succeed in these roles. You will enjoy a friendly working environment in attractive offices with an independent management team, open to fresh ideas and challenges. A competitive package is on offer with an annual bonus and flexible 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 15:36:09 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
My Client is currently looking for a Paraplanner to join their team in Manchester. THE ROLE ? Provide analysis, detailed research of funds and providers, report writing and product recommendations to clients. ? Provide support to RIs and support staff on a technical, legislative and procedural basis. ? Preparing client reports and suitability letters Preparing pension transfer analysis reports Analysis of investment portfolio composition and performance ? Handling technical client queries ? Research and preparation for client meetings Aid adherence with FSA and internal compliance procedures Maintain work logs and pro-actively manage workload to ensure deadlines are met THE CANDIDATE ? Experience in Tax and Trusts ? Experience in Pensions including SSAS and Corporate schemes ? Attention to detail is essential. ? An articulate manner and ability to communicate effectively in verbal and written form with HNW clients and colleagues alike. ? Flexible in your approach to work. For more information please contact Graeme Hyland on 07896 933622 or email me at 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, 21 Oct 2014 15:36:04 GMT



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



Trainee Paraplanner
My Client is currently looking for a Trainee Paraplanner to join their team in Cheshire. The successful candidate will be diploma qualified individual (or equivalent) and will suit someone who is looking to take the next step in their career to become more technical. THE ROLE ? Work with the financial planner to develop strategy and specific recommendations ? Composition of initial strategy and suitability reports ? Set up proposed portfolio, migrate assets and establish discretionary management ? Undertaking quarterly valuations for our clients ? Manage the prospective client relationship during the initial process being the first point of contact ? Supply management information as required and ensure fees are set up correctly and collected ? Migration of non-platform assets and new funds ? Composition of bespoke suitability reports ? General administration ? Facilitate discretionary management of client investments ? Responsible for maintaining client files and meeting compliance requirements ? Supply management information as required ? Prioritisation of work to meet client expectations ? Obtain information and analyse existing portfolio THE CANDIDATE You will ideally possess the following skills and experience: ? Diploma in Financial Planning (or equivalent) ? A high level of attention to detail and accuracy ? Confidence in dealing with high net worth clients ? Ability to work in a fast paced dynamic environment ? Self-motivated with strong prioritisation and organisational skills ? Excellent communication skills and ability to work within a team exhibiting strong collaborative skills supporting colleagues where appropriate Salary c?25,000 They recognise the importance of staff and as such reward them with a highly competitive salary along with some of the best benefits in the business, such as bonus, pension, healthcare and a very generous holiday entitlement. 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
My client is currently looking for a Paraplanner to join their team in Manchester. Job Description ? Identify and obtain the information necessary to compile reports ? Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client?s needs ? Prepare information/comparisons for analysis by planner ? Liaise with client?s legal and tax advisers (if applicable) ? Consider current and future allocation of assets for investment strategy with regard to client risk profile ? Prepare draft recommendation reports to be discussed/signed off by planner ? Act as a point of contact and deal effectively with queries from clients and other parties through effective communication ? Establish and build strong relationships with clients, colleagues and other parties ? Review investment portfolio, asset allocation, risk profile as part of an investment committee ? Keep up to date with technical, market and consulting issues ? Strict adherence to all internal and regulatory compliance requirements, including Treating Customers Fairly principles. Key skills/Experience required ? Experience in a comparable IFA paraplanning role ? Conversant with and demonstrably able to provide compliant advice across the range of corporate and personal financial planning products and services. ? Excellent communication and organisational skills ? Ability to work under pressure and prioritise workload; meeting agreed deadlines ? Ability to update knowledge and keep up with market/product changes ? Ability to work independently and in a team ? IT literate: Microsoft Office and 1st Software experience essential, experience of Analytics preferred ? High level of technical knowledge ? Certificate in Financial Planning (CF1-5) or FPC equivalent (Mandatory) ? Diploma in Financial Planning/Regulated Financial Planning (or close to completion) Company Benefits ? 24 days holiday statutory ? 4 x Death in Service ? Free car parking ? Annual Bonus ? Assistance with studying for Professional Qualifications ? Salary ?25k to ?30k depending on experience and qualifications ? Planned Group Pension and Private Medical Insurance Candidates who arent currently Paraplanners will be considered if they hold Diploma Status. 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, 21 Oct 2014 15:36:04 GMT


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