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For Companies At a Glance
- Tasks: Research and analyse market trends to support financial advisers and clients.
- Company: Join Chase de Vere, a leading financial services firm with a supportive culture.
- Benefits: Enjoy 25 days holiday, annual bonus, and flexible benefits tailored to you.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Must have financial planning qualifications and at least 2 years of paraplanning experience.
- Other info: Be part of a dynamic 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.
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
- 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 Taunton 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 Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a paraplanning role that’s perfect for you.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, be ready to discuss your experience in detail. Share specific examples of how you've tackled complex cases and contributed to team success.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your qualifications and experience. Plus, it shows you’re genuinely interested in joining our team at Chase de Vere.
We think you need these skills to ace Paraplanner in Taunton
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, so don’t hold back!
Be Detail-Oriented: Since attention to detail is key in this role, ensure your application is free from typos and errors. A well-structured and clear application will show us that you can maintain high standards in your work.
Team Spirit Matters: We love teamwork here at StudySmarter! Share examples of how you've collaborated with others in your previous roles. This will help us see how you fit into our supportive culture.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. It’s the easiest way for us to keep track of your application and get back to you quickly!
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
With at least 2 years of paraplanning experience under your belt, prepare to share specific examples of complex cases you've handled. Highlight your ability to work independently and your attention to detail, as these are key traits for the role.
✨Team Player Vibes
Since teamwork is crucial, think of instances where you've collaborated with colleagues to tackle urgent tasks or support each other. Emphasise your willingness to go above and beyond for the team, as this will resonate well with the interviewers.
✨Prepare for Technical Questions
Expect questions about investment portfolio analysis and suitability reports. Practise explaining your thought process when conducting research and compiling documentation. Being articulate about your methods will demonstrate your technical prowess.
