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Data-Driven Paraplanner Financial Planning
Job in
Chesterfield, Derbyshire, WS14, England, UK
Listed on 2026-01-11
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A financial services consulting firm is seeking a detail-oriented Paraplanner to support financial planning efforts. Responsibilities include conducting financial analyses, organizing client information, and collaborating with Advisors on strategies. The ideal candidate has strong analytical skills, relevant diplomas, and familiarity with financial software.
This role offers a chance to contribute to high-quality client service within a growing team.
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