Financial Planning Specialist
1 month ago
We are seeking a highly skilled and experienced Financial Paraplanner to join our team at IDEX Consulting. As a key member of our Wealth Planning team, you will play a critical role in supporting our Client Partners and the Head of Wealth Planning in researching client needs and developing tailored recommendations.
Key Responsibilities:
- Conduct thorough research and analysis of client cases and market solutions to provide high-quality advice and suitability recommendations.
- Build and maintain strong relationships with colleagues, clients, and third parties, including private banks, financial institutions, and product providers.
- Collaborate with other Client Managers and the Head of Wealth Planning to develop technical best practices and manage product/provider panels.
- Stay up-to-date on technical, legislative, and regulatory changes in the market to ensure our proposition remains competitive and effective.
Requirements
To succeed in this role, you will need:
- Good knowledge of HNW and Ultra HNW clients and their families and trusts.
- Strong practical knowledge of private banking and platform/custodian arrangements.
- Strong financial planning understanding of markets, relevant jurisdictional taxation, asset classes, product wrappers, and tax structures.
- Strong understanding of policies, systems, and processes.
- Good task management and basic project skills to provide strong coordination.
About Us
IDEX Consulting is a leading provider of wealth planning and financial services. We are committed to delivering exceptional results and building long-term relationships with our clients. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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