IDEX Consulting Ltd is seeking an experienced Paraplanner to join our client in Manchester; this is a role for someone who embraces technology and AI to redefine financial planning.
You’ll handle technical report writing, research and analysis, and provider/platform knowledge while supporting advisers to deliver outstanding client outcomes. You’ll refine in-house AI processes, improve efficiency and push for a first-time-right approach to advice and report writing.
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AI-Driven Paraplanner: Innovate Financial Planning in Bolton 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.
