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Financial Planning Associate - Hybrid, Exam

Job in Liverpool, Merseyside, L1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst, Financial Services
Salary/Wage Range or Industry Benchmark: 40000 - 50000 GBP Yearly GBP 40000.00 50000.00 YEAR
Job Description & How to Apply Below
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.
The Financial Planning Associate
- Hybrid, Exam Support role at IDEX Consulting Ltd is now open for applications in England, United Kingdom. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Financial Planning Associate
- Hybrid, Exam Support role in the description above. We appreciate your interest in this position.
Position Requirements
10+ Years work experience
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