IDEX Consulting Ltd is seeking an experienced Paraplanner to join a successful IFA practice in the Home Counties. The role is predominantly home-based with occasional meetings with Financial Advisors in the South East.
You will deliver high-quality, compliant financial planning recommendations and suitability reports across pensions, investments, inheritance tax planning and protection, and support advisers with client meetings and case progression.
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Senior Paraplanner & Technical Specialist 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.
