Financial Planning Specialist
4 weeks ago
Financial Planning Specialist
About the Role:IDEX Consulting is seeking a skilled Financial Planning Specialist to join their team in Falkirk. This role offers a flexible working platform that supports career progression.
The ideal candidate will have a Diploma level 4 or be close to completing. The salary for this position is approximately £35,000 - £45,000 per annum.
Key Responsibilities:- Preparing pre-approval documentation prior to report writing
- Utilising technology to produce accurate solutions for clients
- Providing accurate, timely and compliant suitability reports
- Ensuring all advice documentation is compliant according to FCA guidelines
- Working with the adviser to gather sufficient client information
This role offers a range of benefits, including a competitive salary and opportunities for career progression.
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Financial Planning Professional
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Financial Operations Manager
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Carer Support Specialist Position
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