Financial Advisory Consultant

4 days ago


Manchester, United Kingdom IDEX Consulting Full time

**IDEX Consulting Ltd: A Dynamic Financial Advisory Firm**

We are seeking a skilled Paraplanner to support our team of financial planners in delivering exceptional solutions to clients.

The successful candidate will have excellent technical skills, strong research abilities, and great communication skills. They will be responsible for providing administrative support to our financial planners, producing compliant client reports, and managing client relationships.

This is an exciting opportunity for a career-minded individual to join a rapidly growing team and contribute to the firm's next stage of development.

**Key Responsibilities:**

  • Support financial planners in the delivery of bespoke solutions to clients
  • Produce compliant client suitability reports and presentations
  • Manage client relationships and take/make calls in a polite and professional manner
  • Gather and record evidence
  • Maintain full and compliant records on file
  • Liaise with advisers on a regular basis to work on cases and provide updates

**Required Skills and Qualifications:**

  • Good knowledge across all advice areas (investment, pensions, protection)
  • A strong interest in compliance and willingness to perform compliance support role
  • Excellent interpersonal and communication skills
  • Good understanding of the financial planning process and a knowledge of the financial services world
  • Excellent report writing skills and high technical knowledge
  • Good IT skills

We estimate the salary for this role to be around £30,000 - £40,000 per annum, depending on experience.

For more information about IDEX Consulting Ltd and our mission, please visit our website.



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