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Financial Planning Assistant
2 months ago
About the Role:
We are seeking a highly skilled and experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.
Key Responsibilities:
- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes.
- Prepare complex research and recommendations across a wide range of Financial Planning solutions.
- Prepare findings ahead of client meetings.
- Preparing suitability reports based on suitable client outcomes.
- Ad hoc project work.
Requirements:
- Attained or working towards the Diploma in Regulated Financial Planning.
- Experience working in a financial services environment.
- Strong understanding of financial products and services.
- Excellent administrative, research, report writing skills.
What We Offer:
As a Paraplanner at IDEX Consulting Ltd, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our business.
