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Strategic Planning Manager

2 months ago

Liverpool, Liverpool, United Kingdom IDEX Consulting Ltd Full time

IDEX Consulting Ltd is seeking a highly skilled Senior Planning Lead to join our team. As a key member of our organization, you will be responsible for ensuring adequate training is provided where required. Your expertise in reviewing client investment portfolios, asset allocations, and risk profiles will be invaluable in helping us deliver exceptional results. A Diploma in Regulated Financial Planning (CII) or equivalent is essential, as is proficiency in Microsoft Office. We offer a flexible working environment, with the option to work from home two days a week. Our benefits package includes 26 days of paid holiday per annum, plus eight public bank holidays, as well as an enhanced company pension scheme and access to a health care cash plan with Medicash. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.