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For Companies At a Glance
- Tasks: Research market trends and write reports to support financial advisers and clients.
- Company: Join a leading financial services firm with a supportive and collaborative culture.
- Benefits: Enjoy 25 days holiday, annual bonus, and flexible benefits tailored to you.
- Why this job: Make a real impact in clients' financial lives while developing your skills.
- Qualifications: Must have financial planning qualifications and at least 2 years of paraplanning experience.
- Other info: Be part of a nurturing team with excellent career progression opportunities.
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 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 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, assess 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 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.
WHATS 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
- Access to our internal academies Paraplanning and Adviser to ensure you have a progression route mapped out
- 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 companywide events in support of our company charities
Paraplanner in Bristol employer: Chase De Vere Independent Financial Advisers Limited
Contact Detail:
Chase De Vere Independent Financial Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. The more people you know, the better your chances of landing that paraplanner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work, including reports and analyses you've done. This will give potential employers a taste of what you can bring to the table and set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions and scenarios you might face as a paraplanner. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are genuinely interested in joining us. It shows initiative and enthusiasm, which are key traits we look for in our future paraplanners.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your technical knowledge and any relevant qualifications in your application. We want to see how your experience as a paraplanner aligns with what we’re looking for!
Be Detail-Oriented: Since attention to detail is key in this role, ensure your application is free from typos and errors. A polished application reflects your ability to produce high-quality work, which is exactly what we value.
Team Spirit Matters: We love teamwork here at StudySmarter! Mention any experiences where you collaborated with others or went the extra mile to support your team. It shows you’re a great fit for our culture.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with us.
How to prepare for a job interview at Chase De Vere Independent Financial Advisers Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the R0 qualifications. Be ready to discuss market trends and how they impact client strategies. This shows you’re not just qualified but genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning roles that highlight your ability to work independently and as part of a team. Talk about complex reports you've worked on and how you’ve collaborated with colleagues to meet tight deadlines.
✨Attention to Detail is Key
During the interview, emphasise your keen eye for detail. You might be asked to review a sample report or case study, so practice articulating your thought process and how you ensure compliance with FCA regulations.
✨Be Ready to Discuss Client Needs
Think about how you would approach assessing a client's financial situation. Be prepared to discuss how you would conduct research and analysis to tailor advice to their specific needs and objectives. This will demonstrate your client-centric approach.
