IDEX Consulting Ltd in Manchester is seeking an experienced Paraplanner who brings a tech-forward mindset and curiosity about AI to our growing financial planning team.
You'll refine and develop in-house AI processes, improve paraplanning efficiency, and ensure first-time-right report writing while exploring smarter ways to deliver client solutions and shape a modern operating model for an innovative firm. In a collaborative environment, you’ll have opportunities to lead process improvements.
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AI-Driven Paraplanner: Redefine Financial Advice in Warrington 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.
