IDEX seeks a Senior Financial Planner in London to join a premier investment bank, serving high-net-worth and UHNW clients with year-round financial guidance. Based in modern offices, you will collaborate with the wealth management team and have direct client interactions to deliver high-quality service.
The role emphasizes clear communication of complex financial concepts, a strong client-service orientation, and close cooperation with Wealth Managers and Regional Partners, supported by strong
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Senior Wealth Planner – HNW/UHNW Clients, London 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.
