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Paul Merlin

Client Director
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​"I was extremely attracted by the IDEX growth story, not many businesses have achieved such success in a similar timeframe. For me, cultural fit is key and I instantly connected with the directors I met during the interview process and subsequently could see where my market expertise and client relationships could help drive the business forward."

About

​Paul’s focus is business development and talent acquisition across the Financial Services Wealth Management sector. He has worked in the retail IFA distribution sector for over 20 years, partnering with tier 1 insurance companies to identify exceptional talent that make a fundamental difference to their business. Paul operates at a mid-senior level, with relationships at a C-Suite and C-suite minus one level.

As well as leading the IDEX wealth management distribution, Paul also supports other disciplines with capabilities across multiple verticals. A key priority will be developing UK relationships internationally, as well as building a bespoke team to assist him in driving forward company objectives, goals and strategic vision.

Paul is passionate about motorsport. In addition to sports cars, he rides motorbikes and is a very keen sportsman, enjoying F1, Rugby and Tennis. He regularly plays tennis at his local David Lloyd and enjoys hitting the slopes once a year for some great skiing in the sun. Paul is also very much into wellness with a strong passion for spa retreats where you can switch off from corporate life as well as relaxing by the pool in sunnier climates for an annual summer holiday. Lastly, he has a very strong network with friends from childhood and is very family orientated.

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