Financial Planning Specialist
1 month ago
Job Title: Financial Planning Specialist
A high-calibre professional is sought to join IDEX Consulting in Chester. The successful candidate will design, develop, and implement comprehensive financial plans with a team of experienced financial advisers.
- Prepare thorough analysis of client portfolios to inform investment decisions
- Provide technical support to financial advisers, ensuring seamless delivery of services
- Calculate income tax, IHT, and other taxes for clients
- Collaborate with financial advisers to research and formulate suitable advice
- Prepare detailed recommendation reports and supplementary documentation
- Liaise with product providers, account managers, and clients to facilitate smooth transactions
- Develop extensive knowledge of financial products and markets to provide expert guidance
- Prior experience working in an Independent Financial Adviser practice is essential
- Meticulous organisational skills and high standards of accuracy are crucial
- Ability to prioritise tasks and meet deadlines in a fast-paced environment
- Effective communication and interpersonal skills to work collaboratively with colleagues
- Strong analytical and numerical skills to deliver precise results
- Experience working as part of a dynamic team is highly valued
- A minimum of Level 4 qualification preferred
Estimated Salary: £35,000 - £45,000 per annum depending on experience
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