IDEX Consulting Ltd in the United Kingdom is seeking a proactive individual to support Financial Planners in the advice-giving process. You will gather policy information, research products, and prepare application forms and supporting literature to help clients on their financial journey.
Working with Paraplanners and Planners, you will use industry software such as Pulse, IMAGO, Iress and other tools, ensure accurate data entry on back-office systems, and help maintain regulatory standards
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Paraplanner: Accelerate Financial 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.
