At a Glance
- Tasks: Research market trends and write reports to support financial advisers and clients.
- Company: Join a leading financial services firm with a supportive and nurturing culture.
- Benefits: Enjoy competitive pay, bonuses, extra holiday, and flexible benefits tailored to you.
- Other info: Collaborative team environment with opportunities for professional growth and community involvement.
- Why this job: Make a real impact by providing top-notch financial advice and support to clients.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and paraplanning experience.
The predicted salary is between 45000 - 55000 £ 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 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 4-5 years.
- Teamwork and collaboration are vitally important within this role.
- The ability to work in a fast‑paced environment whilst maintaining excellent attention to detail.
WHAT YOUR ROLE WILL INVOLVE
- Preparing recommendations and reviewing our clients’ finances on an annual basis.
- Assessing their exposure to risk and updating their financial strategy to reflect their changing circumstances.
- 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’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.
- 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 Cambridge employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises the growth and well-being of its employees, offering a nurturing culture and a range of benefits including an annual bonus, comprehensive training, and flexible working options. As a Paraplanner, you will be part of a collaborative team that values your expertise and encourages continuous professional development, all while making a meaningful impact on clients' financial futures in a supportive environment. With opportunities for community engagement and a commitment to diversity and inclusion, Chase de Vere stands out as a rewarding place to build your career.
