Comprehensive Financial Planner

2 weeks ago


Chester, Cheshire, United Kingdom IDEX Consulting Full time

We are seeking a talented and experienced Comprehensive Financial Planner to join our team at IDEX Consulting in Chester. As a Comprehensive Financial Planner, you will be responsible for designing, developing, and implementing comprehensive financial plans for our clients.

You will work closely with our financial advisers to gather information, prepare detailed analysis, and provide recommendations to clients. Your strong analytical and numerical skills will enable you to complete complex calculations, such as income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, and Cashflow Modelling.

This role offers a salary of approximately £38,000 per annum, plus benefits, making it an attractive opportunity for those looking to advance their careers in financial planning.



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