Qureos Mentor

IDEX Consulting Ltd

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Guildford area. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: <ul> <li>Chartered status (or close to)</li><li>Proven experience in delivering regulated financial advice holding CAS/SPS</li><li>Confident in managing HNW clients and navigating intricate casework</li><li>Able to influence internal stakeholders and colleagues</li><li>Passionate, proactive, and self-motivated</li></ul> What's on Offer: <ul> <li>Highly attractive commission structure</li><li>Equity opportunities within the firm</li><li>Flexible, hybrid working arrangements</li><li>A ready made portfolio of potential clients from the professional services arm of the organisation</li></ul> The successful candidate should be based in the Guildford / Surrey area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid If this opportunity aligns with your aspirations please reach out in confidence to . Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Financial Planner

My client is currently looking for a SIPP Property Specialist to join their team as a Client Relationship Manager. This is a remote role and can be based anywhere in the UK.Reporting to the Team Leader the successful candidate will provide specialised property, borrowing, loan back, third party loan and VAT expertise throughout the organisation. This role requires in-depth knowledge of property processes, regulations, and documentation to support Key CRMs with property-related matters including property purchases, sales, leases, VAT, borrowing, loan backs, third party loans and associated financial transactions.Key Responsibilities <ul> <li>The key focus of the role is to deliver an exceptional client experience, putting the client at the heart of everything you do to deliver great client outcomes</li><li>Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related queries and transactions</li><li>Work on leases and property sales documentation for accuracy and compliance</li><li>Work on both simple and complex property purchases, including those with borrowing</li><li>Work on loan backs, and third-party loans</li><li>Work on new borrowing or borrowing rollover documentation</li><li>Work on rent reviews</li><li>Handle all rental invoicing</li><li>Handle all scheme VAT returns</li><li>Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related matters</li><li>Contribute to client meetings when property, borrowing, loan back, third party loan and VAT expertise is required</li><li>Explain complex property concepts and processes in clear, accessible language</li><li>Identify and mitigate risks associated with property, borrowing, loan back, third party loan and VAT work</li><li>Contribute to the training and development of other team members where required</li><li>Work with co-ordinators to maintain standards throughout the unit</li></ul> Key Experience <ul> <li>In-depth knowledge of property purchase and sale processes within pension schemes</li><li>In-depth knowledge of loan backs and third-party loan processes within pension schemes</li><li>In-depth knowledge of borrowing processes within pension schemes</li><li>Expertise in lease review and property documentation requirements</li><li>Strong understanding of property compliance requirements and risk factors</li><li>Knowledge of VAT as it applies to property transactions</li><li>Experience in reviewing complex property transactions and associated documentation</li><li>Understanding of investment administration for pension schemes</li></ul> As well as a competitive salary the company offers a company pension, DIS, Group income protection, health cash plan, 25 days holiday + Stats and many more.For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

SIPP Property Administrator

I'm working with an established broker renowned for their exceptional culture, career development opportunity and rapid global growth They're looking to recruit an Employee Benefits Consultant who can consultant on both Risk and Health-care to manage a portfolio of clients in the Asset Management and Tech sector You'll be working with a lot of US based HR and reward teams that require a lot of hand holding and someone who is highly responsive - think high touch, concierge service! This broker continues to attract top industry talent and offers an outstanding culture, high-end client exposure, strong financial stability, and real opportunities for career progression If you have experience of both Health and Risk and are looking for a step up from an Account Manager/Associate consultant position with experience gained working for an intermediary, please apply now! Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. Call Settings Override To From Record Yes No Always use these settings

Employee Benefits Consultant

Join IDEX Consulting Ltd and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

IDEX Consulting Ltd

ABOUT_COMPANY

Financial Planner

SIPP Property Administrator

SIPP Property Administrator

Employee Benefits Consultant