Financial Services Professional

1 month ago


Stockport, Stockport, United Kingdom IDEX Consulting Full time

About IDEX Consulting:

At IDEX Consulting, we pride ourselves on delivering exceptional financial planning services. Our team of experts provides tailored advice to clients across various sectors.

Job Role:

We are seeking a skilled Defined Benefit Specialist to join our team. As a key member of our team, you will work closely with consultants to deliver high-quality financial plans and reports.

Responsibilities:

  • Financial Planning: Develop and implement effective financial plans that meet client needs and objectives.
  • Report Writing: Prepare clear and concise reports that provide actionable insights to clients.
  • Qualifications: Hold a Diploma in Financial Planning or equivalent qualification.
  • Pension Transfers: Manage complex pension transfer cases and ensure timely completion of projects.
  • Attention to Detail: Maintain high standards of quality and accuracy in all aspects of work.
  • Time Management: Effectively manage multiple tasks and deadlines to ensure seamless delivery of services.

Salary and Benefits:

Our competitive salary range is £50,000 - £65,000 per annum, plus an attractive benefits package including life insurance, flexible working hours and career development opportunities.



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