Paraplanner

Paraplanner

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Researching market trends and writing reports for financial advisers and client support teams.
  • Company: Chase de Vere offers a collaborative environment with experienced paraplanning management.
  • Benefits: Opportunity to work on diverse client cases and receive ongoing support from the development team.
  • Other info: Role involves working closely with both new and existing clients.
  • Why this job: Join a dynamic team focused on delivering tailored financial advice to clients.
  • Qualifications: Experience in paraplanning or financial services is preferred.

The predicted salary is between 30000 - 40000 Β£ 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.

Paraplanner employer: CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED

Chase de Vere is an exceptional employer that fosters a collaborative and supportive work culture, where paraplanners are empowered to grow their skills through hands-on experience and mentorship from seasoned professionals. Located in a vibrant area, employees benefit from a dynamic environment that encourages innovation and offers ample opportunities for career advancement, making it an ideal place for those seeking meaningful and rewarding employment.

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Contact Details:

CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Recruitment Team

We think you need these skills to ace Paraplanner

Research Skills
Analytical Skills
Market Trend Analysis
Report Writing
Client Relationship Management
Financial Advisory Support
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