IDEX Consulting Ltd. seeks a Paraplanner to support financial planners, perform paraplanning research and prepare suitability reports. You will also assist with cash-flow modelling, new business paperwork and client onboarding, while coordinating meetings and handling client queries with care.
The role offers hybrid working after probation and a path toward professional qualifications in regulated financial planning.
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Hybrid Paraplanner: Research, Cashflow & Reports in Preston 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.
