IDEX Consulting Ltd in Blackpool is seeking an experienced Paraplanner to support Planners and the wider paraplanning team. You will research client information, prepare suitable recommendations, and perform cash-flow modelling to back up advice.
Responsibilities include preparing client documents, coordinating meetings, and handling client queries with sensitivity to vulnerable clients. A clear path to professional qualifications is offered with hybrid working after probation.
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Hybrid Paraplanner — Wealth Planning & Research 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.
