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Financial Planning Associate - Hybrid, Exam

Job in Derby, Derbyshire, DE1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position Listed on 2026-11-12
Job specializations:
Salary/Wage Range or Industry Benchmark: 40000 - 50000 GBP Yearly GBP 40000.00 50000.00 YEAR

Job Description & How to Apply Below

Position: Financial Planning Associate - Hybrid, Exam Support
A leading consulting firm is seeking a Financial Planning Support Specialist to join their London team. This role requires a Level 4 qualification and at least 2 years of experience in a financial planning environment. You will support Financial Planners, prepare documentation, and ensure seamless client onboarding. The position offers a salary range of £40,000 - £50,000 with additional benefits including pension and training support.
Join us at IDEX Consulting Ltd as our next Financial Planning Associate
- Hybrid, Exam Support in England, United Kingdom. Take a moment to read everything above and see whether this role is right for you. This posting is for the Financial Planning Associate
- Hybrid, Exam Support role at IDEX Consulting Ltd, based in England, United Kingdom. We are looking to fill the Financial Planning Associate
- Hybrid, Exam Support position at IDEX Consulting Ltd in England, United Kingdom.

Position Requirements

10+ Years work experience
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