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.
#J-18808-Ljbffr
Paraplanner – Hybrid Role in Financial Planning in Chester employer: IDEX Consulting Ltd
As a Product Governance Manager at our Lloyd’s Syndicate in London, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. We offer a flexible four-day work week, fostering a healthy work-life balance while providing opportunities to engage with senior leadership and make impactful contributions to our governance framework. Join us to be part of a collaborative culture that values innovation and excellence in delivering customer outcomes.
