Financial Planning Associate

3 weeks ago

Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time
Financial Planning Opportunity at IDEX Consulting Ltd

A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability. Our team is looking for a skilled and motivated individual to support our financial planners in providing high-quality advice to our clients.

Key Responsibilities:
  • Assist in the formulation of advice strategy and provide input into discussions
  • Support financial planning cases with financial planners and prepare concise financial planning reports
  • Complete regulatory industry update summaries and maintain a high level of knowledge and technical understanding of financial planning and regulatory requirements
  • Occasionally include in project work, assisting in the development of advice and regulatory processes across the business
Requirements:
  • Diploma in Financial Planning
  • A good understanding across Financial Planning
  • Experience supporting IFA's or Financial Planners in a similar role
  • A high standard of written and numerical skills
  • An ability to demonstrate report-writing skills
  • A high level of accuracy and attention to detail
Benefits:
  • Birmingham based office with hybrid flexibility
  • Progressive salary linked with further studies
  • Examinations, training and development funded

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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