IDEX Consulting Ltd in Cornwall is seeking a Senior Financial Planner to take over an established client portfolio in a hybrid Cornwall office. The role combines managing a client bank (~£30m AUM) with mentoring junior advisers, developing new business, and building lasting client relationships through succession.
The package includes a competitive £80,000 base with bonuses, a £4,200 car allowance, and a flexible benefits pot, with hybrid working.
#J-18808-Ljbffr
Senior Financial Planner – Hybrid £80k+ with Bonus in Bodmin employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
