IDEX Consulting Ltd in the Home Counties is seeking an experienced Senior Paraplanner to support Financial Advisers with high-quality, compliant financial planning recommendations and suitability reports. The role is predominantly home-based with occasional meetings with Advisors in the South East.
You will research across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation; review recommendations for regulatory compliance; and contribute to
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Remote Senior Paraplanner – Technical Financial Planning in City of London 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.
