At a Glance
- Tasks: Research market trends and write reports to support financial advisers and clients.
- Company: Join Chase de Vere, a leading financial services firm with a supportive culture.
- Benefits: Enjoy competitive salary, annual bonus, birthday off, and flexible benefits.
- Other info: Collaborative team environment with opportunities for professional growth and community support.
- Why this job: Make a real impact by providing top-notch financial advice and support.
- Qualifications: Must have financial planning qualifications and 2 years of paraplanning experience.
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:
- Preparing recommendations and reviewing clients’ finances on an annual basis.
- Assessing clients' exposure to risk and updating their financial strategy to reflect changing circumstances.
- Conducting research on clients’ financial planning arrangements, both existing and recommended.
- 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; you must 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, with a minimum of 2 years as a paraplanner.
- Teamwork and collaboration are vitally important; supporting team members during complex reports is expected.
- The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
What’s in it for you?
- Progressive career with great benefits and a nurturing culture.
- 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.
- Local and companywide events in support of our company charities.
Paraplanner in Manchester 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, life assurance, and comprehensive training programmes. As a Paraplanner, you will be part of a collaborative team that values your expertise and provides opportunities for professional development, all while making a meaningful impact on clients' financial futures in a supportive environment.
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 introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work, including reports and analyses you've done. This will give potential employers a taste of what you can bring to the table. Remember, we want to see your passion for financial research and advice!
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions and scenarios you might face as a paraplanner. We suggest doing mock interviews with friends or mentors to build your confidence and refine your answers.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Don’t miss out on the chance to join our fantastic team at Chase de Vere!
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the paraplanner role. Highlight your relevant experience, especially in research and report writing, and don’t forget to mention any financial planning qualifications you have. We want to see how your skills match what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about paraplanning and how you can contribute to our team. Be sure to mention your teamwork skills and attention to detail, as these are key for us at StudySmarter.
Showcase Your Technical Knowledge:Since technical knowledge is essential for this role, make sure to include any relevant qualifications and experiences that demonstrate your expertise in financial planning. We love seeing candidates who are committed to continuous learning and development!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. We can’t wait to hear from you!
How to prepare for a job interview at Chase de Vere
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Familiarise yourself with market trends, investment strategies, and the latest FCA regulations. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
Be ready to discuss your previous paraplanning experience in detail. Prepare examples of complex cases you've worked on, how you approached them, and the outcomes. This will demonstrate your ability to handle the responsibilities of the role and your commitment to delivering excellent client service.
✨Team Player Mindset
Since teamwork is crucial in this role, think of instances where you've collaborated effectively with colleagues. Highlight your willingness to support others, especially during busy periods. This will show that you understand the importance of collaboration in achieving the best outcomes for clients.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of your interview. This could be about the company culture, opportunities for professional development, or how the paraplanning team collaborates with financial advisers. Asking questions shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
