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Financial Planning Support Associate

Job description

About Our Client

A new generation customer-focused financial planning practice regarded as one of the best independent financial firms in the Midlands.

About the Role

This role will support a Financial Planning team with back office admin and client servicing and communications.

The main duties of this role include;

  • Supporting new and ongoing business cases
  • Preparation for client meetings
  • Client communications.
  • Work with wider team to improve standards
  • Respond to client enquiries
  • Ensure high standards of work and client service at all times

Applicant requirements;

  • This opportunity suits candidate's from a Financial Services background with experience gained supporting Financial Planners or IFA's.
  • Essential to have knowledge of Financial Planning - investments and pensions/ retirement
  • My client is looking for a friendly team focused professional who is organised and offers excellent communications skills both written and verbal

What's on Offer

  • A competitive salary and benefits package
  • Career plan and support for industry qualifications.
  • Regular social and charity events.
  • Pleasant offices and surroundings.
  • Car parking.

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Our Diversity, Equity and Inclusion Mission

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.