IDEX Consulting Ltd in the United Kingdom seeks an Experienced Financial Planner to take over an established client portfolio as part of a structured succession. You will work closely with the current principal to ensure a smooth handover and long-term continuity.
The role offers hybrid working, progression within a growing national firm, and a reward package including a 35% bonus on new business in Year 1, plus performance bonuses, a £4,200 car allowance and a 5% flexible benefits pot.
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Succession-Ready Financial Advisor: Inherit Client Portfolio in Fareham 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.
