Paraplanner, Chesterfield

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chesterfield. 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
• 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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.