Chase de Vere is seeking a paraplanner to research and analyse market trends, prepare suitability reports, and support advisers. You will review client finances annually, assess risk exposure, and update strategies to reflect changing circumstances.
You will work with a development team to enhance client servicing and technical accuracy. The role emphasizes independent work, attention to detail, and a commitment to high-quality financial research and advice for clients.
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Paraplanner: Research‑Driven Financial Planning Expert in Exeter employer: Chase de Vere Medical
Chase de Vere Medical is an exceptional employer located in the vibrant city of Manchester, offering a dynamic work environment where collaboration and compliance are at the forefront. With a strong emphasis on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members thrive in their roles while delivering outstanding service to our clients. Join us to be part of a supportive culture that values your contributions and fosters meaningful professional relationships.
