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Financial Planning Assistant
2 months ago
Job Opportunity at IDEX Consulting Ltd
About the Role
We are seeking an experienced Paraplanner to join our team at IDEX Consulting Ltd. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in delivering high-quality financial planning solutions to our clients.
Key Responsibilities
- Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes.
- Prepare complex research and recommendations across a wide range of Financial Planning solutions.
- Prepare findings ahead of client meetings.
- Prepare suitability reports based on suitable client outcomes.
- Ad hoc project work.
Requirements
- Attained or working towards the Diploma in Regulated Financial Planning.
- Experience working in a financial services environment.
- Strong understanding of financial products and services.
- Excellent administrative, research, and report writing skills.
What We Offer
IDEX Consulting Ltd is a dynamic and growing financial services firm. We offer a competitive salary and a range of benefits, including opportunities for professional development and career advancement.