Financial Planning Assistant
6 days ago
About the Role:
We are seeking an 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 high-quality financial planning solutions to our clients.
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.
- Prepare 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, and 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 delivery of high-quality financial planning solutions to our clients.
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