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For Companies At a Glance
- Tasks: Research market trends, analyze client finances, and write detailed reports.
- Company: Join Chase de Vere, a leading financial advisory firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, annual bonuses, and flexible benefits tailored to you.
- Why this job: Develop your skills in a collaborative environment while making a real impact on clients' lives.
- Qualifications: Must have financial planning qualifications and previous paraplanning experience.
- Other info: Participate in community volunteering and enjoy a comprehensive training program.
The predicted salary is between 36000 - 60000 £ per year.
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 previously.
- 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 fast-paced 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 day-to-day role
- Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s 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.
WHAT’S IN IT FOR YOU?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Opportunity to earn an annual bonus
- 25 days holiday, plus bank holidays
- A day off for your birthday
- Life assurance – 4 x 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
- Two paid volunteering days each year, to support your local community
- 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 company-wide events in support of our company charities
Paraplanner employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the latest market trends and financial regulations. This will not only help you in your role as a paraplanner but also demonstrate your commitment to staying informed, which is crucial for the position.
✨Tip Number 2
Network with current paraplanners and financial advisers. Engaging with professionals in the field can provide insights into the day-to-day responsibilities and challenges, helping you to better prepare for the role.
✨Tip Number 3
Showcase your teamwork skills during the interview process. Since collaboration is vital in this role, be ready to share examples of how you've successfully worked with others in high-pressure situations.
✨Tip Number 4
Prepare to discuss your experience with technical report writing and compliance. Highlighting your attention to detail and understanding of FCA regulations will set you apart from other candidates.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your previous experience as a paraplanner. Detail specific tasks you undertook, such as report writing, market analysis, and client interactions, to showcase your expertise.
Showcase Technical Knowledge: Clearly outline your financial planning qualifications and any ongoing studies towards your Diploma in Regulated Financial Planning. This demonstrates your commitment to professional development and technical proficiency.
Demonstrate Teamwork Skills: Include examples of how you've collaborated with colleagues in past roles. Highlight situations where you supported team members or contributed to group projects, as teamwork is vital for this position.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Use keywords from the listing, such as 'attention to detail' and 'fast-paced environment', to align your application with what the company is looking for.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Technical Knowledge
Make sure to highlight your financial planning qualifications and any relevant experience you have as a paraplanner. Be prepared to discuss specific market trends you've researched and how they relate to client needs.
✨Demonstrate Attention to Detail
Since the role requires a keen eye for detail, provide examples from your past work where your attention to detail made a significant impact. This could include accurate report writing or compliance with regulations.
✨Emphasize Teamwork and Collaboration
Chase de Vere values teamwork, so be ready to share experiences where you supported colleagues in high-pressure situations. Discuss how you contribute to a collaborative environment and help others succeed.
✨Prepare for Fast-Paced Scenarios
The ability to work in a fast-paced environment is crucial. Think of examples where you successfully managed multiple tasks or tight deadlines while maintaining quality. This will show your adaptability and efficiency.
