Financial Planning Expert

3 weeks ago


Birmingham, Birmingham, United Kingdom IDEX Consulting Full time
About the Job
IDex Consulting is looking for a skilled Financial Planning Expert to join our Business Assurance Team. As a key member, you will contribute to shaping our processes and ensuring quality compliance in financial advice. This opportunity offers a chance to influence the development of a dynamic team from its early stages.

Benefits:
  • Career Growth: Develop your career in a supportive environment with opportunities for advancement.
  • Flexible Working: Enjoy a balance of office and remote working.
  • Professional Development: Receive ongoing training and support to enhance your skills.
  • Collaborative Environment: Work closely with various teams and senior stakeholders.
  • Impactful Work: Contribute to delivering excellent outcomes for clients.
  • Leadership Opportunities: Deputise for the Business & Quality Assurance Lead and take on additional responsibilities.

The ideal candidate should have experience in a Financial Services environment, a broad understanding of Financial Planning markets, and strong analytical skills. The estimated salary range for this role is £60,000 - £80,000 per annum, depending on location and experience.



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