IDEX Consulting Ltd. in Edinburgh seeks a Regional Financial Planning Director to steer a Wealth management firm's regional agenda. You will lead a high-performing adviser team, coach for performance, and champion digital adoption to grow net revenue and assets. This boardroom-ready role offers real strategic influence and a negotiable bonus package.
You'll drive growth across key client portfolios and shape the wealth proposition while maintaining exceptional client service in a dynamic market.
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Regional Wealth Planning Director - Lead & Grow 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.