Findex is seeking an Adviser Assistant to support Financial Advisers with risk and insurance advice for clients.
The role allows hybrid working and a Flexi Friday every second week, with opportunities to grow within a team-oriented team.You will assist with strategic risk advice, use IRESS and XPlan for analysis, and conduct pre-assessments with insurers to determine optimal outcomes.
Strong MS Office skills and knowledge of XPlan are essential.
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