Senior Advisory Technician – Financial Planning

Job Description

IDEX Consulting in the United Kingdom is seeking a Senior Advice Technician to provide constructive technical advice and support to Advisers and other stakeholders at the initial and final stages of the advice process.

You will enhance advisory outcomes through direct discussion on complex financial planning cases, exercise professional judgment on high-risk files, respond to queries, assist in post-audit reviews, and contribute to CPD, induction, and training.