Paraplanner (Pensions Management)

2 weeks ago


Chester Cheshire, United Kingdom IDEX Consulting Full time

My client is a chartered financial planning business and they are currently looking to recruit an experienced, high calibre Paraplanner to join their team in Chester. The successful candidate will work closely with their team of financial advisers to design, develop, and implement comprehensive financial plans that exceed their clients' expectations. Reporting to the Senior Paraplanner, this is your chance to make a real impact on clients' financial well-being.
Preparing analysis of client's existing portfolio
income tax, IHT, Capital Gains Tax, Lifetime
Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains,
Regular liaison with product providers, account managers and clients
Develop and maintain knowledge and understanding of financial products
and markets to meet regulatory requirements and personal development
You have previous experience of working within an Independent Financial Adviser practice
Visit the IDEX Consulting Ltd website for further opportunities. 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 are committed to driving conscious inclusion across our business and creating equitable pathways.
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