IDEX Consulting Ltd. in the United Kingdom is seeking a Client Administrator to support Financial Planners and the paraplanning team, owning key stages of new business processing, maintaining meticulous client records and ensuring everything is processed accurately, promptly and compliantly to drive better client outcomes.
You will manage end-to-end new business applications, maintain client profiles in CURO, assist with meetings and client enquiries, and identify process improvements while
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Client Onboarding & Records Specialist 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.
