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Financial Planning Associate - Hybrid, Exam

Job in Portsmouth, Hampshire County, PO5, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
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.
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Position Requirements
10+ Years work experience
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