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Hybrid Paraplanner: Financial Planning Analyst

Job in Chester, Cheshire, CH1, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-09-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Advisor / Consultant, Financial Reporting
Salary/Wage Range or Industry Benchmark: 38000 - 45000 GBP Yearly GBP 38000.00 45000.00 YEAR
Job Description & How to Apply Below

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.

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