Chester
Nub News Logo
Nub News

Paraplanner

Where

Chester

Type

Permanent

Salary

Annual

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

Requirements:

  • Ideally a CII L4 diploma or close to completing this
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Proficiency in financial planning software and Microsoft Office
  • Attention to detail and high level of accuracy
  • Ability to work collaboratively in a team environment
  • Knowledge of financial markets, products and investment strategies
  • Understanding of regulatory and compliance requirements in the financial industry
  • Prior experience in a similar role within the financial services sector
  • Prior use of Genovo and/or Intelliflo Office would be useful

Benefits:

  • 25 days holiday
  • Pension scheme
  • Death in service
  • Hybrid working

For more information please contact Graeme Hyland on or email

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Related Jobs

Airbus Operations Limited

Annual

Chester (CH1 1)

Permanent

Job Description: SECURITY CLEARANCE: Eligibility to gain UK SC Security Clearance TRAVEL REQUIRED: Occasional travel within UK LOCATION: Broughton TYPE: Full time WHAT'S IN IT FOR YOU Financial Reward: Competitive salary, annual profit share, contributory pension, share options, car leasing scheme, free onsite parking, season ticket loan, tax-free technology scheme, shopping discounts and much more Work / Life Balance: 35 hour week, flexible working around core hours and Friday afternoons off, hybrid working, flexible working, option to buy/sell holiday Personal Development: Personalised development plan, Airbus Leadership University and unlimited access to 10,000+ E-learning courses, internal mobility including international opportunities Health & Wellbeing: Bupa health insurance (including assisted fertility treatments and gender dysphoria & reassignment support), wellbeing benefits (including 24/7 online GP and mental health support), discounted family health / dental insurance / eye tests, cycle-to-work scheme, on-site canteen and coffee shop, lunchtime yoga / meditation Family and Caregiving: Life assurance, enhanced pay for maternity, paternity, adoption and shared parental leave and caregiving and purpose built maternity rooms on site Inclusive Environment: Wellbeing room, Multi-faith room, Employee Representative Groups (Gender, LGBTQ+, International, Generational, Disability, Social & Cultural Diversity, Neurodiversity) Our world is changing. And so are we. From our commitment to zero-carbon flight ( ) to cleaning up space , sustainability is at the heart of our purpose . So what's your next change? Airbus is reinforcing export control compliance within our organisation and embedding core values of honesty and integrity. You can play a critical role in this improvement, contributing to the evolution of Airbus' culture of compliance in accordance with all local and international laws and regulations. You will help to raise our export control maturity to bring competitive advantage for the company and mitigate potential exposure to penalties, debarment, consent agreements etc Reporting directly to the Head of Airbus Export Control Commercial Aircraft - UK, the Export Control Compliance Manager is responsible for developing and implementing export control compliance across all relevant jurisdictions, notably the national and the US regulations that Airbus UK is subject to. You seek to continuously improve, have strong attention to detail and enjoy collaborating with others in a dynamic environment. HOW YOU WILL CONTRIBUTE TO THE TEAM As needed - request, manage, and ensure strict compliance for all export licences, agreements, and exceptions under UK, EU, and US regulations, while overseeing and documenting all related processes and regulatory reporting obligations. Represent Airbus with government agencies (e.g., ECJU) and commercial working groups, collaborating closely with the wider Airbus export control team to drive a consistent, efficient approach to compliance. Oversee internal and external audits-including the implementation of their recommendations, while actively monitoring and assisting subsidiaries with their export control obligations. Advise internal teams, external suppliers, and service providers on export control matters, ensuring all necessary authorizations are secured and specific terms and conditions are strictly followed. Develop and deliver targeted export control training across the UK, constructively engaging with staff and management across all functions to raise awareness and identify and mitigate risks. Continuously improve departmental processes, optimize export control practices, and deploy automation tools in alignment with regulatory requirements and Airbus Directives and Methods. ABOUT YOU Previous experience working in a multinational environment advising on international trade, sanctions and export control matters You have strong knowledge of UK (preferably aerospace) industrial export environment - specifically UK, EU, US export control Specific knowledge of French and/or German export controls would be beneficial. Not a 100% match? No worries! Airbus supports your personal growth with customised development solution s. HOW WE CAN SUPPORT YOU Many of our staff work flexibly in many different ways, including part-time. Please talk to us at interview about the flexibility you need and we'll always do our best to accommodate your request. Please let us know if you need us to make any adjustments for the selection process - you can share this with your Talent Acquisition Partner if you are invited to interview. Examples may include (but not exclusive to) accessible facilities; auxiliary aids; room layout, etc. Any information disclosed will be treated in the strictest confidence. As a Disability Confident Employer, Airbus UK will offer an interview to any applicant that considers themselves to have a disability or long-term condition and meets the minimum criteria of the role (as set out in the job advert). To 'opt in', just select the option during your application submission and our Talent Acquisition team will contact you. This job requires an awareness of any potential compliance risks and a commitment to act with integrity, as the foundation for the Company's success, reputation and sustainable growth. Company: Airbus Operations Limited Employment Type: Permanent - Experience Level: Professional Job Family: Ethics & Compliance By submitting your CV or application you are consenting to Airbus using and storing information about you for monitoring purposes relating to your application or future employment. This information will only be used by Airbus. Airbus is committed to achieving workforce diversity and creating an inclusive working environment. We welcome all applications irrespective of social and cultural background, age, gender, disability, sexual orientation or religious belief. Airbus is, and always has been, committed to equal opportunities for all. As such, we will never ask for any type of monetary exchange in the frame of a recruitment process. Any impersonation of Airbus to do so should be reported to . At Airbus, we support you to work, connect and collaborate more easily and flexibly. Wherever possible, we foster flexible working arrangements to stimulate innovative.

Downdload our Nub News App:
- It’s FREE and available now
- Breaking news notifications
- Your Town in Your Pocket