IDEX Consulting Ltd is seeking a seasoned Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored financial planning and wealth management advice.
Working to an agreed business plan, you will ensure every recommendation is suitable, compliant and aligned with clients’ retirement, inheritance and tax objectives while representing the firm with professionalism.
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Strategic Wealth 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.
