Technical Support Specialist

2 days ago


London, Greater London, United Kingdom IDEX Consulting Ltd Full time
Role Overview:

We are looking for a highly skilled Technical Support Specialist to join our financial planning team at IDEX Consulting Ltd in London. In this role, you will provide technical support and guidance to our Financial Planners, ensuring that clients receive high-quality advice.

The ideal candidate will have a strong background in investments, pensions (with experience in DB Transfers being a plus), and life products. They will be responsible for reviewing client objectives, providing research and analysis, and preparing financial plans.

This is an exciting opportunity to join a growing financial planning firm in London, offering hybrid working and a supportive environment.



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