Job Description

Job description

About the role:
To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory issues and undertake necessary due diligence, whilst being actively involved in the company's Investment Committee and Portfolio construction.

Key Responsibilities

  • Prepare research, comparisons, and technical investment/pension calculations
  • Produce and present cash-flow modelling scenarios for client meetings
  • Process new business applications, fund switches, withdrawals, and surrenders
  • Draft suitability reports and client correspondence in line with compliance standards
  • Prepare review meeting documentation, valuations, and performance reports
  • Maintain accurate and up-to-date clien...

    • Apply for this Position

    Ready to join IDEX Consulting? Click the button below to submit your application.

    Submit Application