Paraplanner, Chesterfield

3 weeks ago

Chesterfield, United Kingdom IDEX Consulting Ltd Full time

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 plansGather and organize client financial information, including income, expenses, assets and liabilitiesUse financial planning software to model various scenarios and projectionsPrepare and review investment proposals and reports for clientsCollaborate with Advisors to develop and implement customized financial strategiesConduct research on financial products and investment opportunitiesEnsure compliance with regulatory requirements and company policiesMaintain accurate and up-to-date client records Requirements: Ideally a CII L4 diploma or close to completing thisStrong analytical and problem-solving skillsExcellent communication and interpersonal skillsProficiency in financial planning software and Microsoft OfficeAttention to detail and high level of accuracyAbility to work collaboratively in a team environmentKnowledge of financial markets, products and investment strategies

  • Paraplanner, Chesterfield

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