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About the Role

Chase de Vere paraplanners are critical to our business, supporting financial advisers and client teams to deliver expert advice and ongoing services. You will work on diverse client cases, developing your skills and expertise in a supportive environment.

Responsibilities

• Researching and analysing market trends.
• Writing reports.
• Preparing recommendations for clients.
• Reviewing clients' finances annually.
• Assessing client risk exposure.
• Updating financial strategies based on changing client circumstances.
• Conducting research on clients’ financial planning arrangements.
• Undertaking investment portfolio analysis, including asset allocation.
• Compiling investment, pension, and protection illustrations, projections, and documentation.
• Writing technical and accurate suitability reports and client service agreement letters.
• Ensuring client files comply with FCA regulations and internal policies.

Requirements

• Minimum of 2 years of experience as a paraplanner.
• Secured financial planning (R0) qualifications.
• Striving to complete the Diploma in Regulated Financial Planning.
• Ability to work independently.
• Keen eye for detail.
• Passion to provide the best independent financial research and advice.
• Teamwork and collaboration skills.
• Ability to work in a fast-paced environment.
• Excellent attention to detail.

Skills

• Technical knowledge in financial planning.
• Independent work.
• Attention to detail.
• Teamwork.
• Collaboration.
• Research.
• Analysis.
• Report writing.
• Investment portfolio analysis.
• Risk assessment.

Location

• National

Work Type

• Full-time

Experience Level

• Minimum 2 years experience

Education Level

• Diploma in Regulated Financial Planning (working towards or achieved)
• Financial planning (R0) qualifications

Salary/Compensations

• Competitive salary
• Opportunity to earn an annual bonus

Benefits

• 25 days annual leave (increases to 30 days with service)
• Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• Wide range of voluntary flexible benefits
• 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
• Free mortgage service
• Employee Forum and Diversity & Inclusion group
• Local and companywide events

About the Company

• Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
• Offers tailored, whole-of-market solutions and expert financial advice to individuals and businesses.
• Purpose is to help clients 'be future confident'.
• Empowers employees with tools, support, and opportunities for career growth.
• Values excellence, integrity, and personal growth.
• Provides a supportive environment where professional development is prioritized and contributions are recognized.

Equal Opportunity

• Chase de Vere is committed to creating a diverse and inclusive workplace.