Financial Planning Support Associate
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.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
Required skills
- financial services
- ifa admin
- Financial Planning Support Associate
Reference: 52430569
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'