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- 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 by providing top-notch financial advice and support to clients.
- 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 growth and community support initiatives.
The predicted salary is between 35000 - 45000 £ 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 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 client’s 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 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’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
- 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 Manchester employer: Chase de Vere Medical
Contact Detail:
Chase de Vere Medical Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Manchester
✨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 informational interviews. You never know who might have the inside scoop on a paraplanning role that’s just perfect for you.
✨Tip Number 2
Showcase your skills! When you get the chance to chat with potential employers, highlight your technical knowledge and experience in paraplanning. Be ready to discuss specific cases where you’ve made a difference, as this will set you apart from the crowd.
✨Tip Number 3
Prepare for those interviews! Research the company and its values, especially how they align with your passion for providing top-notch financial advice. Practise common interview questions and think about how you can demonstrate your attention to detail and teamwork skills.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. 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 Manchester
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your technical knowledge and experience in paraplanning. We want to see how your qualifications and past roles have prepared you for this position, so don’t hold back!
Tailor Your Application: Take a moment to customise your application for us. Mention specific skills or experiences that align with the job description, especially around research, analysis, and report writing. It shows you’ve done your homework!
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 maintain high standards in your work, which we value greatly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Chase de Vere Medical
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially the technical aspects relevant to paraplanning. Familiarise yourself with market trends and be ready to discuss how they impact client strategies. This will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning roles where you've successfully conducted research, analysed portfolios, or written reports. Highlight your ability to work independently and as part of a team, as collaboration is key in this role.
✨Attention to Detail is Key
Since the role requires a keen eye for detail, practice articulating how you ensure accuracy in your work. You might want to mention any systems or processes you use to double-check your reports and compliance with regulations.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the paraplanning team dynamics, and ongoing training opportunities. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.