Financial Services Professional
1 month ago
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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