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A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability. Role responsibilities include
- Offering input into discussions to assist in the formulation of advice strategy
- Occasional inclusion in project work, assisting in the development of advice and regulatory processes across the business
- Support financial planning cases with financial planners
- Preparing concise financial planning reports
- Completing regulatory industry update summaries
- Maintaining a high level of knowledge and technical understanding of financial planning and regulatory requirements.
Applicant requirements
- Diploma in Financial Planning
- A good understanding across Financial Planning
- Experience supporting IFA's or Financial Planners in a similar role
- A high standard of written and numerical skills
- An ability to demonstrate report-writing skills
- A high level of accuracy and attention to detail
Benefits of joining this business
- Birmingham based office with hybrid flexibility
- Progressive salary linked with further studies
- Examinations, training and development funded
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
