Paraplanner

IDEX Consulting Ltd

Posted a month ago, valid for 7 days

Chester, Cheshire CH4 9RE, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

A national wealth management firm is seeking a diploma-qualified Paraplanner to join their team, primarily working from home with bi-monthly office visits to Chester.
The role involves preparing draft recommendation reports, discussing client objectives, and conducting financial analysis to produce reports.
Candidates should have a Level 4 diploma and recent experience in a Paraplanning capacity, along with strong communication skills.
The position offers exposure to high-net-worth clients and a potential pathway to advance into an Advisor role, with support for further qualifications.
Salary details are not specified, but the firm emphasizes the importance of relevant experience and a self-starter attitude.

A national wealth management firm are on the lookout for a diploma qualified Paraplanner to join their busy team. Reporting to the Chester Office, this role will be a home-base contract but with the expectation of being available to visit the office twice a month, and so the successful candidate needs to be commutable to the Chester office.Working directly with 1 Financial Planner and 1 Administrator, responsibilities include;

Prepare draft recommendation reports to be discussed and signed off by the Advisor
Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Advisor.
Request and review all necessary information and undertake financial analysis to produce financial reports.
Undertake research to identify suitable solutions to meet the client's needs.

The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration. Support for further qualifications are also available. The successful candidate

Level 4 diploma qualified
Recent and relevant experience within a Paraplanning capacity
A self-starter and strong communicator

For more information please contact Graeme Hyland on or email

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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.

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