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Client Support Coordinator

2 months ago

Doncaster, Doncaster, United Kingdom IDEX Consulting Ltd Full time

Job Summary:

We are seeking a skilled Paraplanner to join our team at IDEX Consulting Ltd. As a key member of our financial planning team, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.

Key Responsibilities:

  • Client File Management: Maintain accurate and up-to-date client files, ensuring all relevant information is readily available for Financial Planners.
  • Cash Flow Modeling: Prepare and analyze cash flow models to identify areas for improvement and provide recommendations to clients.
  • Recommendations and Reports: Develop and present suitability reports and recommendations to clients, ensuring all financial planning needs are met.
  • Research and Analysis: Conduct research to identify suitable solutions for clients, working closely with Financial Planners to ensure seamless delivery of services.

Requirements:

  • Qualifications: Hold a Level 4 Diploma qualification in a relevant field.
  • Experience: Recent and relevant experience in a similar role, preferably within the financial planning industry.

What We Offer:

  • Competitive Salary and Bonus Structure: A competitive salary and bonus structure, reflecting your skills and experience.
  • Hybrid Working Pattern: Enjoy a flexible working arrangement, balancing office and remote work to suit your needs.
  • Further Study Support: Access to further study support, helping you develop your skills and advance your career.
  • Generous Holiday Entitlement: Enjoy 28 days of holiday, plus statutory holidays and a birthday day off.