Paraplanner

IDEX Consulting; Chester; Hybrid; GBP 38,000 - 45,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme

Death in service

Hybrid working

Job summary

IDEX Consulting in Chester is seeking a detail-oriented Paraplanner to support Financial Advisors in delivering high-quality financial planning services. You will conduct analyses, gather client data, and model scenarios using planning software to prepare investment proposals and reports.

The role emphasizes collaboration, regulatory awareness, and accuracy, with hybrid working and a focus on staying current with market trends and products. A CII L4 diploma or near completion is preferred.

Qualifications

• Ideally a CII L4 diploma or near completion.
• Strong analytical and problem-solving skills required.
• Excellent communication and interpersonal skills essential.
• Proficiency in financial planning software and MS Office.
• Attention to detail and high level of accuracy.
• Ability to work collaboratively in a team environment.
• Knowledge of financial markets, products and investment strategies.
• Understanding of regulatory/compliance requirements in financial services.
• Prior experience in a similar paraplanning role is preferred.
• Genovo and/or Intelliflo Office experience is advantageous.

Responsibilities

• Conduct comprehensive financial analysis to assist in developing financial plans.
• Gather and organize client financial information (income, expenses, assets, liabilities).
• Model scenarios using financial planning software.
• Prepare and review investment proposals and client reports.
• Collaborate with Advisors to implement customized strategies.
• Stay updated on industry trends, regulations, and market changes.
• Research financial products and investment opportunities.
• Ensure regulatory compliance and company policies.
• Maintain accurate and up-to-date client records.

Skills

Analytical skills

Communication skills

Microsoft Office

Attention to detail

Team collaboration

Financial markets knowledge

Regulatory knowledge

Experience in financial services

Genovo / Intelliflo Office familiarity

Education

CII L4 diploma

Tools

Genovo

Intelliflo Office

Job description

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chester. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients.

Responsibilities:

• Conduct comprehensive financial analysis to assist in the development of financial plans
• Gather and organize client financial information, including income, expenses, assets and liabilities
• Use financial planning software to model various scenarios and projections
• Prepare and review investment proposals and reports for clients
• Collaborate with Advisors to develop and implement customized financial strategies
• Stay abreast of industry trends, regulations and changes in financial markets
• Conduct research on financial products and investment opportunities
• Ensure compliance with regulatory requirements and company policies
• Maintain accurate and up-to-date client records

Requirements:

• Ideally a CII L4 diploma or close to completing this
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in financial planning software and Microsoft Office
• Attention to detail and high level of accuracy
• Ability to work collaboratively in a team environment
• Knowledge of financial markets, products and investment strategies
• Understanding of regulatory and compliance requirements in the financial industry
• Prior experience in a similar role within the financial services sector
• Prior use of Genovo and/or Intelliflo Office would be useful

Benefits:

• 25 days holiday
• Pension scheme
• Death in service
• Hybrid working

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.