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For Companies At a Glance
- Tasks: Research market trends, analyse finances, and write reports to support clients.
- Company: Join Chase de Vere, a leading financial advisory firm with a supportive culture.
- Benefits: Competitive salary, annual bonus, birthday off, and flexible benefits.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Minimum 2 years as a paraplanner and relevant financial planning qualifications.
- Other info: Enjoy a dynamic work environment with opportunities for community volunteering.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Paraplanner role at Chase de Vere. 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.
- The ability to work in a fast‑paced environment whilst maintaining excellent attention to detail.
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?
- A competitive salary with the opportunity to earn an annual bonus.
- A day off for your birthday.
- Life assurance – 4 × 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.
Seniority level: Associate
Employment type: Full‑time
Job function: Finance
Paraplanner in Cardiff employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Cardiff
✨Network Like a Pro
Get out there and connect with people in the finance industry! Attend events, join online forums, and don’t be shy about reaching out to current paraplanners. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience. Share specific examples of how you've tackled complex cases or helped clients achieve their financial goals. We want to see your passion for paraplanning shine through!
✨Prepare for the Interview
Do your homework before the interview! Research Chase de Vere, understand their values, and think about how your skills align with their needs. We recommend preparing some thoughtful questions to ask them too – it shows you’re genuinely interested and engaged.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you on board!
We think you need these skills to ace Paraplanner in Cardiff
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 the role, so don’t hold back on showcasing your expertise!
Tailor Your Application: Take a moment to customise your application for the Paraplanner role at Chase de Vere. Mention specific skills or experiences that relate directly to the job description, like your ability to conduct research and write detailed reports.
Be Personable: While we love a professional tone, don’t forget to let your personality shine through! We value teamwork and collaboration, so sharing a bit about how you work well with others can really make your application stand out.
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 to do!
How to prepare for a job interview at Chase de Vere
✨Know Your Stuff
Make sure you brush up on your financial planning qualifications and market trends. Be ready to discuss how your technical knowledge can benefit the team at Chase de Vere, especially in relation to the role of a paraplanner.
✨Showcase Your Experience
Prepare specific examples from your past paraplanning roles that highlight your ability to work independently and as part of a team. Discuss how you've tackled complex reports and supported colleagues during busy periods.
✨Attention to Detail is Key
Since this role requires excellent attention to detail, be prepared to demonstrate how you ensure accuracy in your work. You might want to share instances where your keen eye for detail made a significant difference in client outcomes.
✨Emphasise Your Passion
Chase de Vere values a genuine passion for providing independent financial advice. Be ready to talk about what drives you in this field and how you stay motivated to deliver the best service for clients.
