Advisory Support Professional

24 hours ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

About the Role

IDEX Consulting Ltd is seeking an Advisory Support Professional to join our team in Bristol.

As a key member of our advisory team, you will be responsible for preparing pre-approval documentation and working closely with colleagues to deliver exceptional client service.

This is an exciting opportunity to progress your career in pensions paraplanning and develop your skills in a dynamic and supportive environment.

Key Responsibilities and Deliverables
  • Pre-approval Documentation:
    • Develop and maintain accurate and comprehensive documentation to support client reports.

Package Details

  1. A salary of £48,000 per annum.
  2. A discretionary bonus scheme.
  3. Flexible and hybrid working – 3 days per week in Bristol.


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