Financial Planning and Governance Lead

4 weeks ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Ltd Full time

About the Role:

This exciting opportunity has arisen for a Financial Planning and Governance Lead to join our team at IDEX Consulting Ltd. As part of this role, you will be responsible for managing information reporting, trend identification, and ensuring data accuracy and currency. You will also be required to provide oversight and management of an existing complaints team across the Investment Management team.

The successful candidate will have a proven history of creating policy and procedure within a complaints-based environment, with a comprehensive understanding of the Financial Conduct Authority complaints requirements and regulatory reporting requirements. Experience within a DFM environment, with an understanding of Investment Management along with Financial Planning, is highly desirable.

Estimated Salary: £65,000 - £85,000 per annum, based on location and industry standards.



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