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 £ 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 located in the UK and provides comprehensive financial advice. The team is dedicated to supporting paraplanners in their professional development while handling a variety of client cases.
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
Attention to Detail
