IDEX Consulting Ltd in London is seeking an experienced Paraplanner to support a private client portfolio within a respected wealth management firm. You will work alongside Wealth Managers to deliver technically robust financial planning for high-net-worth clients.
The role emphasizes detailed research, accurate reporting and proactive contribution to client outcomes, with opportunities for professional development in regulatory changes and best practice.
Senior Paraplanner – Wealth Management for HNW Clients 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.
