IDEX Consulting Ltd in Nottingham partners with a financial planning business to recruit an experienced Client Services professional. You will own a portfolio of clients, acting as the main contact and ensuring a first-class service throughout the relationship.
You will collaborate with Financial Planners, technical teams and advisers to ensure advice and planning are implemented efficiently. Key duties include managing enquiries, organising meetings, coordinating documentation, maintaining
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Wealth Management Client Services Specialist in Newark on Trent 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.
