IDEX Consulting Ltd. is recruiting for a Client Services Associate to join our established wealth management business in Edinburgh. You will support Financial Advisers and the Private Wealth team with client administration, new business and ongoing client servicing.
The role requires strong attention to detail, good organisational and communication skills, and competence with Microsoft Word and Excel. Previous wealth management experience is desirable but not essential, and the team operates in
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Wealth Client Services Specialist 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.
