Financial Services Professional

7 hours ago


West Midlands Combined Authority, United Kingdom IDEX Consulting Full time
Job Description
  • Review clients' changing needs and financial circumstances, keeping them informed about new financial products or changes to legislation affecting their pensions, savings, investments, and financial plans.
  • Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing financial planning reports tailored to individual client requirements.


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