Current jobs related to Highly Qualified Paraplanning Expert - Chester, Cheshire - IDEX Consulting Ltd

  • Paraplanning Professional

    4 weeks ago

    Chester, Cheshire, United Kingdom ARC Full time

    Paraplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...

  • Paraplanning Professional

    4 weeks ago

    Chester, Cheshire, United Kingdom ARC Full time

    Paraplanner RoleOpportunity for a Paraplanner to join a growing IFA business, expanding its support team and looking for a skilled professional to work alongside Advisers.Job Title/Location: Paraplanner, ChesterSalary: £38,000 - £45,000 + generous pension contribution + PMI + study supportRequirements: Paraplanning experience in an IFA/Wealth Management...

  • Paraplanning Professional

    3 weeks ago

    Chester, Cheshire, United Kingdom ARC Full time

    Paraplanner RoleOpportunity for a skilled Paraplanner to join our team at ARC, a specialist in Financial Services recruitment. This role is ideal for someone looking to develop their skills and experience in a dynamic and growing business.About the RoleWork closely with Advisers to develop client financial plans and perform periodic reviews to identify...

  • Paraplanning Professional

    3 weeks ago

    Chester, Cheshire, United Kingdom ARC Full time

    Paraplanner RoleOpportunity for a skilled Paraplanner to join our team at ARC, a specialist in Financial Services recruitment. This role is ideal for someone looking to develop their skills and experience in a dynamic and growing business.About the RoleWork closely with Advisers to develop client financial plans and perform periodic reviews to identify...

  • Paraplanning Support Specialist

    2 weeks ago

    Chester, Cheshire, United Kingdom Close Brothers Group Full time

    Job SummaryWe are seeking a skilled Paraplanning Support Specialist to join our team at Close Brothers Asset Management. As a key member of our Paraplanning team, you will play a vital role in supporting Advisers and clients in the advice giving process.Key ResponsibilitiesDiscuss client objectives with Advisers, identifying any shortfalls in client...

  • Paraplanning Professional

    1 week ago

    Chester, Cheshire, United Kingdom Close Brothers Group Full time

    Role OverviewWe are seeking a skilled Paraplanning Professional to support our Advisers in the advice giving process with suitability reports, product research, and technical analysis.Key ResponsibilitiesDiscuss client objectives with the Adviser during debrief, identifying any shortfalls in client information and discussing with the Adviser.Request and...

  • Highly Qualified Physiotherapist

    3 days ago

    Chester, Cheshire, United Kingdom Nuffield Health Full time

    Nuffield Health Physiotherapy RoleChester Hospital | Physiotherapy | Bank | Part TimeUp to £20.00 per hourOur Physiotherapy team at Chester Grosvenor Hospital has an opportunity for a Bank Physiotherapist, working with our In-Patient Department. You will develop your skills and career with our support.This role requires weekend and occasional weekday...

  • Paraplanning Professional

    3 weeks ago

    Chester, Cheshire, United Kingdom Close Brothers Group Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Close Brothers Asset Management. As a Paraplanner, you will play a crucial role in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Collaborate with Advisers to discuss client objectives and identify any shortfalls in client...

  • Paraplanning Professional

    3 weeks ago

    Chester, Cheshire, United Kingdom Close Brothers Group Full time

    Paraplanner Job DescriptionWe are seeking a skilled Paraplanner to join our team at Close Brothers Asset Management. As a Paraplanner, you will play a crucial role in supporting our Advisers and clients in the advice giving process.Key Responsibilities:Collaborate with Advisers to discuss client objectives and identify any shortfalls in client...

  • Rural Valuation Expert

    1 week ago

    Chester, Cheshire, United Kingdom BNP Paribas Real Estate Full time

    Rural Valuation Expert - Associate DirectorWe are seeking a highly skilled and experienced rural valuation expert to lead our team in Chester. As Associate Director, you will be responsible for undertaking formal RICS Red Book Valuations of farms, estates, land, and residential properties for secured lending and tax purposes.Key Responsibilities:Acting as...

  • Brow Expert

    1 month ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including microblading, SPMU, shaping, tinting, and lamination.Key ResponsibilitiesProvide expert brow services, including microblading,...

  • Be a Purchase Order Expert

    4 weeks ago

    Chester, Cheshire, United Kingdom Schneider Electric Gruppe Full time

    Purchase Order Subject Matter ExpertWe are seeking an experienced or entry-level Purchase Order Subject Matter Expert to support the purchasing team's day-to-day tasks.Key Responsibilities:Review Quality of BOM upload for any errors for North Haven and West Chester.Help upload bills of material to our SMS system to ensure material is ordered.Schneider...

  • Be a Purchase Order Expert

    4 weeks ago

    Chester, Cheshire, United Kingdom Schneider Electric Gruppe Full time

    Purchase Order Subject Matter ExpertWe are seeking an experienced or entry-level Purchase Order Subject Matter Expert to support the purchasing team's day-to-day tasks.Key Responsibilities:Review Quality of BOM upload for any errors for North Haven and West Chester.Help upload bills of material to our SMS system to ensure material is ordered.Schneider...

  • Brow Expert

    4 weeks ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including microblading, SPMU, shaping, tinting, and lamination.Key ResponsibilitiesProvide expert brow services to clients, including...

  • Brow Expert

    3 weeks ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including microblading, SPMU, shaping, tinting, and lamination.Key ResponsibilitiesProvide expert brow services to clients, including...

  • Brow Expert

    4 weeks ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including microblading, SPMU, shaping, tinting, and lamination.Key ResponsibilitiesProvide expert brow services to clients, including...

  • Brow Expert

    2 months ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including Microblading, SPMU, and other brow treatments.Key Responsibilities:Provide expert brow services, including Microblading and...

  • Brow Expert

    3 weeks ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including microblading, SPMU, shaping, tinting, and lamination.Key ResponsibilitiesProvide expert brow services to clients, including...

  • Brow Expert

    3 weeks ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including microblading, SPMU, shaping, tinting, and lamination.Key ResponsibilitiesProvide expert brow services to clients, including...

  • Brow Expert

    1 month ago

    Chester, Cheshire, United Kingdom High Brow Full time

    Senior Brow ExpertWe are seeking a highly skilled and experienced Senior Brow Expert to join our team at High Brow. As a Senior Brow Expert, you will be responsible for delivering exceptional brow services to our clients, including bespoke brow shaping, microblading, and SPMU.Key ResponsibilitiesProvide expert brow services, including shaping, microblading,...

Highly Qualified Paraplanning Expert

2 months ago

Chester, Cheshire, United Kingdom IDEX Consulting Ltd Full time
Job Description

Company Overview

IDEX Consulting Ltd is a leading wealth management practice that provides cash flow planning techniques to a range of wealthy private clients and investors.

Job Summary

We are seeking a highly qualified and technically astute Senior Paraplanner to join our team in Cheshire. The successful candidate will be responsible for providing one-on-one, comprehensive support to a high performing Chartered Financial Planner.

Key Responsibilities

  • Drive agreed performance standards and provide a compliant, quality paraplanning service to the Adviser.
  • Work closely with the Administration team to ensure clients receive support of the highest quality.
  • Produce cash flow plans based on client financial goals, bespoke reports, and recommendations.
  • Attend client meetings with the Adviser to discuss financial plans and recommendations.
  • Demonstrate a background of providing high-level technical paraplanning, including producing cash flow models and high-quality report writing.
  • Have a keen understanding of private client advice and expert-level product knowledge of the pensions and investments market.

Requirements

  • Minimum Diploma qualified (or equivalent) and progress towards Chartered or Certified Status.
  • Strong technical knowledge of taxation and retirement planning.
  • Ability to work in a fast-paced environment and meet deadlines.

What We Offer

IDEX Consulting Ltd offers a basic salary up to £50,000 plus benefits, dependent on experience and qualifications.