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IDEX CONSULTING LTD jobs

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SENIOR UNDERWRITER

Review and assess new business applications, evaluating risk factors and determining appropriate coverage options. Analyse complex data sets, financial statements, and underwriting guidelines to make informed decisions. Collaborat...

CompanyIdex Consulting Ltd
AddressWest Midlands, England
CategoryInsurance
Salary£45,000 - £65,000 per annum, inc benefits
Job typePermanent, full-time
Date Posted 2 days ago See detail

Senior Underwriter

Idex Consulting Ltd

West Midlands, England

£45,000 - £65,000 per annum, inc benefits

Review and assess new business applications, evaluating risk factors and determining appropriate coverage options. Analyse complex data sets, financial statements, and underwriting guidelines to make informed decisions. Collaborat...

2 days ago seen See more...

IFA Office Manager

Idex Consulting Ltd

Huddersfield, West Yorkshire

£35,000 Annual

Ensure business process & policies are adhered throughout the office. Reviewing procedures and complying with FCA. Scheduling tasks and making sure office is running smoothly. Involvement in operational plans for the business. Ove...

3 days ago seen See more...

Trainee Client Support Administrator

Idex Consulting Ltd

Midlothian, Scotland

Making client Appointments. Opening and franking mail, scanning all relevant documentation to client file and updating back office system. Typing up of the Client Factfinds. Ensure client data is accurate and up to date on the bac...

4 days ago seen See more...

IFA Office Manager

Idex Consulting Ltd

West Yorkshire, England

Ensure business process & policies are adhered throughout the office. Reviewing procedures and complying with FCA. Scheduling tasks and making sure office is running smoothly. Involvement in operational plans for the business. Ove...

6 days ago seen See more...

Compliance Officer

Idex Consulting Ltd

Tyne And Wear

Ensure client files are in compliance with regulatory standards and internal policies. Files submitted and checked via in house back office system. Assistance with answering enquiries from advisers by email and telephone. Part of...

6 days ago seen See more...

IFA - South Yorkshire

Idex Consulting Ltd

Yorkshire and Humberside

Follow the Six-Stage Advice Process to build long term relationships and deliver excellent client out-comes. Reviewing and responding to clients' changing needs and financial circumstances, keeping Introducers and clients up to da...

a week ago seen See more...

PI Account Executive

Idex Consulting Ltd

South East

£45,000 - £60,000 per annum

PI Account Executive London45,000 - 60,000 + uncapped bonusA national insurance Broker, with a well established but growing Financial Lines division is looking to attract an Account Executive to specialise in Professional Indemn...

a week ago seen See more...

Senior Investment Associate

Idex Consulting Ltd

West Yorkshire, England

Produce investment proposals. Process trades. On-board new clients and oversee the administration of their accounts. Ensure compliance with FCA requirements....

a week ago seen See more...

Client Administrator

Idex Consulting Ltd

Blackpool, Lancashire

£23,000 - £24,000 Annual

Responsible for the ongoing monitoring activities including periodic reviews and ongoing transaction/ payment monitoring. Review and assess existing clients to ensure that the client due diligence held on file is up to date and ac...

a week ago seen See more...

Employee Benefits Administrator

Idex Consulting Ltd

Aberdeenshire, Scotland

£22,000 - £30,000 Annual

To provide administration support. To assist and prepare the drafting of reports. Implementation of new business. Accurately maintain back-office systems. Liaise with clients and providers. Proactively manage renewal process of al...

a week ago seen See more...

Financial Planning Administrator

Idex Consulting Ltd

Brighton, Cornwall

£20,000 - £28,000 Annual

This includes submitting new business onto various back office systems, creating documentation for clients, preparing meeting packs for client appointments, dealing with basic queries over the phone or on email, filing, data handl...

a week ago seen See more...

Senior DC Consultant

Idex Consulting Ltd

South East

It's an exciting growth area for the firm who delivers both successful pension and savings solutions for household, blue-chip clientsKeen to speak with experienced DC consultants who have experience of both contract and trust-base...

3 weeks ago seen See more...

DC Consultant

Idex Consulting Ltd

South East

Cultivating and nurturing client relationships, attending meetings, and providing expert advice to meet client objectives. Developing and implementing business plans and strategies to achieve team targets. Ensuring adherence to re...

3 weeks ago seen See more...

IFA Administrator

Idex Consulting Ltd

West Midlands, England

Supporting new and existing business cases. Preparing documentation for client meetings. Responding to client enquiries. Preparing valuations. Processing withdrawal requests. Liaising with providers and third parties to obtain cli...

3 weeks ago seen See more...

Paraplanner

Idex Consulting Ltd

South Glamorgan

With experience in paraplanning and a commitment to ongoing professional development, you'll thrive in our collaborative environment.Day-to-day, you'll delve into financial research, conduct portfolio analysis, and craft meticulou...

3 weeks ago seen See more...

Employee Benefits Administrator

Idex Consulting Ltd

Lanarkshire

Administration of group risk and group pension arrangements. Assist advisers in providing compliant advice and consultancy services. Client relationship with new and existing clients. Preparation of group risk reports, pension gov...

3 weeks ago seen See more...

IFA Sales Support

Idex Consulting Ltd

Lanarkshire

Idex Consulting are working exclusively for an exciting forward thinking IFA firm to recruit an IFA Administrator in Glasgow.You will get involved in lots of aspects of the client journey from putting packs together, getting quote...

3 weeks ago seen See more...

DC Consultant

Idex Consulting Ltd

England

I'm partnered with an established client to support them with 2 Associate DC/DC Consultant roles which can be based anywhere in the UKThis DC team is unrivalled and is the largest group of DC experts (including governance, scheme...

3 weeks ago seen See more...

Financial Services Administrator

Idex Consulting Ltd

Tyne And Wear

Managing adviser diaries and preparing review paperwork for client meetings. Completing actions and administration after client meetings. Preparation and processing of new business. Assist in the preparation of Financial Planning...

3 weeks ago seen See more...

Business Development Manager, Leeds

Idex Consulting Ltd

West Yorkshire, England

IDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years. With this in mind, they now require a Business Development Manager t...

4 weeks ago seen See more...

Financial Planning Administrator

Idex Consulting Ltd

Essex, England

Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...

4 weeks ago seen See more...

Financial Planning Administrator

Idex Consulting Ltd

Suffolk, England

Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...

4 weeks ago seen See more...

Business Development Manager, Edinburgh

Idex Consulting Ltd

Midlothian, Scotland

IDEX Consulting is working in partnership with a wealth management firm who have demonstrated significant growth including new regional presence in recent years. With this in mind, they now require a Business Development Manager t...

4 weeks ago seen See more...

Pensions Administrator x 2

Idex Consulting Ltd

Lancashire, England

Process SIPP transfer out requests. Process new business applications through to completion. Complete transfers in and investment applications. Process PCLS payments for clients in retirement. Process regular and ad-hoc payments f...

a month ago seen See more...

Migration Business Analyst

Idex Consulting Ltd

South East

£30,000 - £50,000 per annum

Working closely with the Project Manager to prioritise deliverables and develop relationships. Lead and participate in UAT testing and creating test scripts. Evaluate, review, and transform data to ensure it populates correctly wi...

a month ago seen See more...

Paraplanner

Idex Consulting Ltd

West Yorkshire, England

To assist the Financial Planner 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...

a month ago seen See more...

EB Administrator

Idex Consulting Ltd

West Midlands, England

Provide a range of support duties for consultants and corporate clients with a focus towards Group Risk and Health Benefits. Carry out regular client contact & correspondence activities. Support new business and policy servicing....

a month ago seen See more...

Senior Commercial Underwriter

Idex Consulting Ltd

West Midlands, England

£50,000 - £65,000 per annum, pro-rata, inc benefits

Review and assess new business applications, evaluating risk factors and determining appropriate coverage options. Analyse complex data sets, financial statements, and underwriting guidelines to make informed decisions. Collaborat...

a month ago seen See more...

Financial Planner

Idex Consulting Ltd

Avon, England

The successful applicant must have the hunger to self generate.Do you have a track record of being able to be self sufficient, perhaps you have established professional connections but are looking at opportunities?The role will gi...

a month ago seen See more...

Financial Services Administrator

Idex Consulting Ltd

West Yorkshire, England

Opportunity to progress in a variety of directions including senior office support or into a front office Investment Management of Financial Planning capacity, with study support provided. Exposure to high-net-worth private client...

a month ago seen See more...

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