IDEX Consulting Ltd in Edinburgh is seeking an experienced Financial Planner to deliver holistic financial planning to a portfolio of clients. You will develop long‑term relationships while providing advice across investments, pensions, retirement planning and protection.
This role focuses on advising clients with support from paraplanners and administrators, avoiding cold calling, and offering strong earning potential within a respected wealth management firm.
#J-18808-Ljbffr
Senior Financial Planner - Client-Focused Wealth Advisor 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.
