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Financial Consultant

1 month ago

Cardiff, Cardiff, United Kingdom IDEX Consulting Full time
Unlock a fulfilling career with IDEX Consulting

A unique opportunity to excel in a dynamic environment has arisen with our esteemed organization, IDEX Consulting.

We are currently seeking an exceptional Administration Pensions professional to join our team. This role offers a chance to forge lasting connections and drive growth within the local community of Rhondda Cynon Taff.

The ideal candidate will possess a Level 4 Diploma qualification or be nearing completion, ensuring they possess the necessary expertise to excel in this position.

This is an excellent chance for ambitious professionals to expand their skills, gain experience, and contribute to the success of our forward-thinking company.

Key Responsibilities:

  • Prepare pre-approval documentation and reports that meet the highest standards of accuracy and quality.
  • Utilize technology to deliver precise client solutions, enhancing customer satisfaction and driving business growth.
  • Provide timely and compliant suitability reports, maintaining transparency and upholding industry regulations.
  • Ensure advice documentation meets FCA guidelines, guaranteeing the highest level of professionalism and regulatory compliance.
  • Work closely with the adviser to gather essential client information, fostering strong relationships and delivering exceptional results.

Benefits:

  • Competitive salary of £45,000 - £50,000 per annum reflecting the importance of this role in driving our organization's success.
  • 30 days annual leave + bank holidays, providing ample time for relaxation and rejuvenation.
  • 10% bonus scheme, recognizing and rewarding outstanding performance.
  • Flexible and hybrid working arrangements, allowing for a better work-life balance and increased productivity.
  • Private medical insurance and Healthcare cash plan, demonstrating our commitment to your well-being and health.
  • 5% employer pension contribution, supporting your long-term financial security.
  • Study support to aid in professional development and skill enhancement.