IDEX Consulting Ltd in Leeds is seeking an experienced Financial Planner to join its established Financial Planning team. You will work closely with the Head of Financial Planning and Investment Managers to deliver high-quality, tailored advice to private clients.
The role focuses on retirement planning, tax, estate planning, and investment structuring, with a commitment to regulatory standards including Consumer Duty. You should have Level 4 Diploma and strong technical and communication skills.
#J-18808-Ljbffr
Financial Planner – Private Client Wealth in Leeds 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.
