IDEX Consulting Ltd is seeking a Paraplanner to support financial advisers by researching the market, analyzing data, and constructing comprehensive, compliant client financial plans. The role emphasizes FCA compliance, meticulous audit trails, and collaboration with advisers across client meetings.
The candidate will prepare suitability reports, translate client findings into SMART advice, and assist with pre-completion checks and documentation in a fast-paced environment.
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Paraplanner: Crafting Smart, Compliant Financial Plans 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.
