Hybrid Paraplanner: Financial Planning Analyst

IDEX Consulting in Chester is seeking a detail-oriented Paraplanner to support Financial Advisors in delivering high-quality financial planning services. You will conduct analyses, gather client data, and model scenarios using planning software to prepare investment proposals and reports.

The role emphasizes collaboration, regulatory awareness, and accuracy, with hybrid working and a focus on staying current with market trends and products. A CII L4 diploma or near completion is preferred.

#J-18808-Ljbffr…