You want to be a financial planner. But to do that someone needs to give you a chance. Somewhere where you don't need prior experience. Where a lack of CAS isn't thrown at you. Where you're not expected to run before you can walk. Somewhere like this. This company has crafted a detailed plan of how you’ll spend 12 months as a paraplanner - learning, developing, growing - before starting your...
You want to be a financial planner. But to do that someone needs to give you a chance. Somewhere where you don't need prior experience. Where a lack of CAS isn't thrown at you. Where you're not expected to run before you can walk. Somewhere like this. This company has crafted a detailed plan of how you’ll spend 12 months as a paraplanner - learning, developing, growing - before starting your...
Client Relationship Manager – Wealth ManagementTaunton£25,000 - £30,000Full-time, PermanentAbout the OpportunityWe’re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team.This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam...
The Opportunity IDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're are investing heavily in the development, performance and long-term success of their Advisers. Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework...
My client is a Financial Advisory & Investment Management firm, providing high quality Financial Advice to both Individuals and Businesses.We are currently seeking a Trainee Paraplanner to join the Admninistrative teams, you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the...
The OpportunityIDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're are investing heavily in the development, performance and long-term success of their Advisers.Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework across...
Company Description: This role is based outside the UK and commences in Malta in January 2026 for 6 to 8 weeks before relocation to an international office of your choice. Our client is one of the largest private investment banking companies in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance. They are selecting a small group...
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the...
The OpportunityIDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're are investing heavily in the development, performance and long-term success of their Advisers.Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework across...
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.We are urgently seeking a Paraplanner to join the an existing team of...
The OpportunityIDEX are partnered with a fast-growing, PE-backed wealth management firm expanding rapidly through acquisition. As they scale, they're are investing heavily in the development, performance and long-term success of their Advisers.Our client are now seeking a Head of Learning & Development/Adviser Training to design, lead and embed a best-in-class Adviser training framework across...
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4...