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Financial Planning Director
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJob Opportunity: Financial Planning LeaderAbout the Role:We are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.Key Responsibilities:Lead a team of 5 Financial Planners and provide guidance and...
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Financial Planning Administrator
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Financial Planning Administrator
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeFinancial Planning Administrator OpportunityAt IDEX Consulting, we are seeking an experienced Financial Planning Administrator to join our successful support team in Hove. As a key member of our team, you will provide high-level support to our Financial Planners, ensuring the smooth delivery of our financial planning services.Key Responsibilities:Process new...
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Financial Planning Director
2 days ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeLead a Team of Financial PlannersWe are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.This is an opportunity to create a powerhouse in Sussex, working with a household name that values...
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Financial Planning Administrator
3 weeks ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJob Summary:We are seeking an experienced Financial Planning Administrator to join our team at IDEX Consulting. As a key member of our support team, you will provide high-level support to our Financial Planners across the full advice range, including investments and pensions.Key Responsibilities:Process the submission of new and top-up business to relevant...
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Experienced Financial Planning Administrator
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Experienced Financial Planning Administrator
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Experienced Financial Planning Administrator
3 days ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin Our Financial Planning TeamWe are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role offers a unique opportunity to develop your career in financial planning and work with a chartered firm that values personal and professional growth.Key ResponsibilitiesProvide high-level support...
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Experienced Financial Planning Administrator
6 days ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin Our Financial Planning TeamWe are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role offers a unique opportunity to develop your career in financial planning and work with a chartered firm that values personal and professional growth.Key ResponsibilitiesProvide high-level support...
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Experienced Financial Planning Administrator
2 days ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin Our Financial Planning TeamWe are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role offers a unique opportunity to develop your career in financial planning and work with a chartered firm that values personal and professional growth.Key Responsibilities:Provide high-level...
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Experienced Financial Planning Administrator
2 days ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeJoin Our Financial Planning TeamWe are seeking an experienced Financial Planning Administrator to join our successful support team at IDEX Consulting Ltd. This role offers a unique opportunity to develop your career in financial planning and work with a chartered firm that values personal and professional growth.Key Responsibilities:Provide high-level...
Financial Planning Consultant
3 months ago
Our client has been on a growing trajectory that has seen them quickly establish themselves as the leading company in their field.
They are looking for a highly experience Finance Systems Consultant to join the business on a initial 12 month FTC, which could be easily extended to more than 3 yearsThis is a key role and crucial in implementing, managing and optimising the financial systems used by the business, with a particular focus on an on-going NetSuite implementation.
This is a hands-on role requiring a keen understanding of financial systems, particularly NetSuite, and the ability to optimise its use.
Demonstrate a deep understanding of NetSuite functionality and configuration to support the finance team's needs.Provide ongoing support and training to end-users on NetSuite functionality.
Implement Netsuite managing the teams and alongside Netsuite's implementation team
Conduct data migration and cleansing activities to ensure accurate and reliable data transfer to NetSuite.
Collaborate with cross-functional teams to integrate NetSuite with other business systems to ensure seamless data flow.
Experience in providing ongoing support and training to end-users on NetSuite functionality.
Strong understanding of financial processes and reporting requirements
Hybrid working: 2 days per week in the office