Financial Planning Specialist

1 month ago


Manchester, United Kingdom IDEX Consulting Full time
The Role

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:

  1. Conduct thorough research and analysis of client cases and market solutions to provide high-quality advice and suitability recommendations.
  2. Build and maintain strong relationships with colleagues, clients, and third parties, including private banks, financial institutions, and product providers.
  3. Collaborate with other Client Managers and the Head of Wealth Planning to develop technical best practices and manage product/provider panels.
  4. 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:

  1. Good knowledge of HNW and Ultra HNW clients and their families and trusts.
  2. Strong practical knowledge of private banking and platform/custodian arrangements.
  3. Strong financial planning understanding of markets, relevant jurisdictional taxation, asset classes, product wrappers, and tax structures.
  4. Strong understanding of policies, systems, and processes.
  5. 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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