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Financial Planning Assistant
2 months ago
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 all client needs are met.
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.
- 28 Days Holiday and Statutory Holidays: Enjoy a generous holiday allowance, including statutory holidays and your birthday off.
