Financial Planning Associate
3 weeks ago
About the Role:
We are seeking a skilled Financial Planning Associate to join our team at IDEX Consulting Ltd. As a Financial Planning Associate, you will work alongside our experienced Financial Planners to prepare and maintain client files, develop and implement recommendations, and conduct ongoing reviews of client affairs.
Key Responsibilities:
- Prepare and maintain client files, ensuring accurate and up-to-date information.
- Develop and implement recommendations for clients, including cash flow forecasts and financial plans.
- Collaborate with Financial Planners to conduct ongoing reviews of client affairs, identifying opportunities for growth and improvement.
About You:
We are looking for a highly motivated and organized individual with excellent communication skills. You should have a strong understanding of financial planning principles and practices, as well as the ability to work effectively in a team environment.
Requirements:
- Completed Level 4 Diploma in Financial Planning.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
What We Offer:
We offer a competitive salary and a collaborative work environment where you can grow and develop your skills. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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