IDEX Consulting Ltd is seeking an experienced Paraplanner for a London based role within a premier wealth management firm. You will support Wealth Managers, prepare detailed reports, and contribute to compliant, tailored financial planning for high-net-worth clients.
You will deliver technical inputs, cash flow illustrations and research across UK and international client requirements, while maintaining strong client relations and rigorous documentation.
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Wealth Planning Paraplanner for HNW Clients 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.
