IDEX Consulting Ltd

My client is currently looking for a detail-oriented and analytical Paraplanner to join their team in Chester. In this role, you will work closely with Financial Advisors to support the financial planning process and ensure the delivery of high-quality advice to our clients. Responsibilities: Conduct comprehensive financial analysis to assist in the development of financial plans Gather and organize client financial information, including income, expenses, assets and liabilities Use financial planning software to model various scenarios and projections Prepare and review investment proposals and reports for clients Collaborate with Advisors to develop and implement customized financial strategies Stay abreast of industry trends, regulations and changes in financial markets Conduct research on financial products and investment opportunities Ensure compliance with regulatory requirements and company policies Maintain accurate and up-to-date client records...