IDEX Consulting Ltd in the United Kingdom is seeking a skilled Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored financial planning and wealth management advice.
Working within an agreed business plan, you will act as an ambassador for the firm, ensuring every recommendation is suitable, compliant and designed to help clients reach retirement, inheritance and tax objectives.
Senior Wealth & Financial Planning Director 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.
