Advisory Support Specialist

1 day ago


Knutsford, Cheshire East, United Kingdom IDEX Consulting Full time

We are IDEX Consulting, a leading financial planning firm seeking a skilled Paraplanning Expert to join our team. As an Advisory Support Specialist, you will be responsible for preparing suitability reports, providing technical research services, and ensuring that client advice is delivered efficiently and effectively.

About the Role

This is an exciting opportunity for someone who is passionate about financial planning and wants to make a real difference in people's lives. As a key member of our team, you will be working closely with our Financial Planners to ensure that clients receive the best possible outcome.

The ideal candidate will have a proven track record of delivering written financial advice and excellent communication skills. You will be responsible for supporting Financial Planners with client meetings, presentations, and maintaining core systems to ensure seamless advice delivery.

Key Responsibilities
  • Prepare suitability reports and provide technical research services to support Financial Planners
  • Ensure that client advice is delivered efficiently and effectively while mitigating risks
  • Support Financial Planners with client meetings and presentations
  • Work with Financial Planners to achieve client outcomes and attend client meetings as required
  • Communicate effectively with Financial Planners to manage delivery dates
  • Maintain core systems to ensure seamless advice delivery
  • Identify and report risks, breaches, or errors to ensure mitigation actions
Salary and Benefits

We offer a competitive salary, estimated at around £45,000 per annum, depending on experience, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. If you are looking for a challenging and rewarding role that offers opportunities for growth and development, we encourage you to apply.



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