Paraplanner
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Salary Not Disclosed
1 Vacancy
Job Description
Chase de Vere is a national awardwinning independent financial advice firm established in 1969. We offer tailored wholeofmarket solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients be future confident which also means empowering our employees with the tools support and opportunities to thrive in their careers.
At Chase de Vere we value excellence integrity and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised and your contributions are recognised. If youre looking for a place where you can make a real impact and grow your career consider Chase de Vere. Together we help clients achieve financial security and peace of mind for the future.
Researching analysing market trends and report writing Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team you will have the opportunity to work on a wide range of client cases of varying complexity continually developing your skill and expertise.
Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning with some continuing their studies towards Chartered. Whilst these qualifications are important the role of a paraplanner requires so much more the ability to work independently a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.
WHAT YOU WILL NEED
- Technical knowledge is essential in this role so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
- Experience in a paraplanning role is essential so we would require you to have worked as a paraplanner for a minimum of 2 years.
- Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in our paraplanners go above and beyond to help one another out.
- The ability to work in a fastpaced environment whilst maintaining excellent attention to detail.
WHAT YOUR ROLE WILL INVOLVE
Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations our paraplanners review our clients finances on an annual basis asses their exposure to risk and update their financial strategy to reflect their changing circumstances.
Your daytoday role
- Conducting research on clients financial planning arrangements both existing and recommended to ensure that the clients needs and objectives are met.
- Undertaking investment portfolio analysis including asset allocation analysis in line with the clients stated attitude to risk.
- Compiling investment pension and protection illustrations projections and associated documentation.
- Writing technical and accurate suitability reports and client service agreement letters
- Ensuring client files comply with both FCA regulations and our internal policy and procedures.
By joining Chase de Vere youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
Alongside a competitive salary with the opportunity to earn an annual bonus we also provide the below benefits:
25 days annual leave (increases to 30 days with service) plus Bank Holidays
Contributory pension scheme
Life assurance 4 x annual salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Paid volunteering days each year
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities
Employment Type
Full-Time
