Paraplanner

IDEX Consulting Ltd; Chester; Hybrid; GBP 32,000 - 45,000; Full time

Benefits offered by this job

25 days holiday

Pension scheme

Death in service

Hybrid working

Job summary

IDEX Consulting Ltd in Chester is seeking a detail-oriented Paraplanner to join their financial planning team. You will work closely with Financial Advisors to support the preparation of client plans and investment recommendations.

Responsibilities include gathering client data, analysing financial information, modelling scenarios with planning software, and preparing proposals while ensuring regulatory compliance.

Qualifications

• 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.

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.

Skills

Analytical skills

Problem-solving

Communication skills

Attention to detail

Teamwork

Education

CII L4 diploma or near completion

Tools

Genovo

Intelliflo Office

Financial planning software

Microsoft 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

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fair 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.