At a Glance
- Tasks: Support Financial Advisors by conducting financial analysis and preparing investment proposals.
- Company: Join a forward-thinking financial services firm in Chester with a focus on inclusion.
- Benefits: Enjoy 25 days holiday, a pension scheme, and hybrid working options.
- Other info: Collaborative team environment with a commitment to diversity and career growth.
- Why this job: Make a real impact in clients' financial futures while developing your skills.
- Qualifications: CII L4 diploma preferred; strong analytical and communication skills required.
The predicted salary is between 54000 - 66000 £ per year.
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.
Paraplanner employer: Idex Consulting
Join a prestigious law firm in London that offers a dynamic and collaborative work environment, where your contributions to high-profile equity capital markets deals will be valued. With a strong commitment to employee development, you will have access to ongoing training and mentorship opportunities, ensuring your professional growth in a fast-paced global setting. The firm's culture promotes teamwork and innovation, making it an excellent place for ambitious solicitors looking to make a meaningful impact in their careers.
