Pension Administration Professional

2 days ago


Chester, Cheshire, United Kingdom IDEX Consulting Full time
Job Overview

IDEX Consulting seeks a skilled Paraplanner to join their team, working under the guidance of the Senior Paraplanner to develop and implement financial plans for clients.

The ideal candidate will possess a level 4 qualification or equivalent, demonstrating strong analytical and numerical abilities, as well as effective communication skills.

Compensation: £35,000 - £45,000 per annum, depending on experience. Key responsibilities include analyzing clients' portfolios, offering technical support to Advisers, and maintaining regular communication with product providers and clients.

Main Duties:
  • Collaborating with Advisers to develop and implement financial plans
  • Performing complex calculations, including income tax and other relevant factors
  • Preparing comprehensive Recommendation Reports and supplementary documentation
  • Staying up-to-date with regulatory requirements and financial market developments


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