Senior Financial Planning Assistant

1 month ago


Reading, Reading, United Kingdom IDEX Consulting Ltd Full time £40,000
Financial Planning Role

At IDEX Consulting Ltd, we are seeking a skilled Financial Planning Coordinator to join our team. As a key member of our financial services team, you will be responsible for preparing pre-approval documentation prior to report writing. You will also have the opportunity to work in a hybrid / flexible environment, including study support to become chartered if desired.

Key Responsibilities:
Preparing pre-approval documentation
Collaborating with our team to deliver high-quality financial services

What We Offer:
Competitive salary of £40K DOE
Hybrid / flexible working arrangements
Study support to become chartered

About Us:
IDEX Consulting Ltd is a leading provider of financial services. We are committed to delivering exceptional results and providing a supportive work environment for our team members.

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