Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: As a Paraplanner, you'll research, analyse market trends, and write reports to support financial advisers.
- Company: Join Chase de Vere, a leading financial advisory firm dedicated to client success and professional growth.
- Benefits: Enjoy a competitive salary, annual bonus, birthday off, and flexible benefits tailored to you.
- Why this job: Be part of a supportive team that values your contributions and fosters continuous learning and development.
- Qualifications: You need at least 2 years of paraplanning experience and relevant financial planning qualifications.
- Other info: Participate in community volunteering and access a 24/7 helpline for employee support.
The predicted salary is between 28800 - 43200 £ per year.
Join to apply for the Paraplanner role at Chase de Vere
1 day ago Be among the first 25 applicants
Join to apply for the Paraplanner role at Chase de Vere
Direct message the job poster from 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. 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 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, asses their exposure to risk and update 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.
- A competitive salary with the 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
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
Referrals increase your chances of interviewing at Chase de Vere by 2x
Get notified about new Paraplanner jobs in Leeds, England, United Kingdom.
Harrogate, England, United Kingdom 1 month ago
Harrogate, England, United Kingdom 4 weeks ago
Harrogate, England, United Kingdom 1 month ago
Leeds, England, United Kingdom 1 week ago
Castleford, England, United Kingdom 3 days ago
Senior Paraplanner (Fixed-Term Contracts)
Leeds, England, United Kingdom 1 month ago
Administration Assistant – Employment, Pensions & Immigration
Leeds, England, United Kingdom 1 week ago
Leeds, England, United Kingdom 1 month ago
Leeds, England, United Kingdom 1 week ago
York, England, United Kingdom 2 weeks ago
Apprentice Assistant to Lay Chaplain (Apprentice level 4)
Leeds, England, United Kingdom 20 hours ago
Opportunity TypePart-time associate wanted
Bradford, England, United Kingdom 6 months ago
Assistant to Lay Chaplain – term time (part time job share or min 3 days pw would be considered)
Leeds, England, United Kingdom 20 hours ago
Personal Assistant to the Director of Risk
Leeds, England, United Kingdom 2 weeks ago
Rating Team Administrator – 6 Month Fixed Term Contract
Leeds, England, United Kingdom 2 weeks ago
Huddersfield, England, United Kingdom 3 days ago
Dermatology Patient Administration Officer
Leeds, England, United Kingdom 3 weeks ago
Leeds, England, United Kingdom 2 months ago
Leeds, England, United Kingdom 2 weeks ago
Bid & Proposals Coordinator – Level 3 Apprenticeship
Leeds, England, United Kingdom 5 days ago
Leeds, England, United Kingdom 1 week ago
Leeds, England, United Kingdom 1 week ago
Personal Development Administration Assistant
Pontefract, England, United Kingdom 2 weeks ago
Homeownership & Commercial Assets Administrator
Leeds, England, United Kingdom 4 days ago
Administrative Officer – Leeds County Court (Ref: 8510)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Paraplanner employer: Chase de Vere
Contact Detail:
Chase de Vere Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial regulations and market trends. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field, which is crucial for a paraplanner.
✨Tip Number 2
Network with current paraplanners or financial advisers. Engaging with professionals in the industry can provide insights into the role and may even lead to referrals, increasing your chances of landing the job.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience. Being able to articulate how you've handled complex financial scenarios will showcase your expertise and problem-solving skills.
✨Tip Number 4
Demonstrate your teamwork abilities by sharing examples of how you've collaborated with others in past roles. Since teamwork is vital in this position, showing that you can work well with colleagues will make you a more attractive candidate.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your experience as a paraplanner, particularly the minimum of 2 years required. Detail specific tasks you've undertaken, such as report writing, investment analysis, and client interactions.
Showcase Technical Knowledge: Clearly outline your financial planning qualifications (R0) and any progress towards your Diploma in Regulated Financial Planning. This will demonstrate your commitment to professional development and technical expertise.
Demonstrate Teamwork Skills: Since teamwork is vital for this role, include examples of how you've collaborated with colleagues in past positions. Highlight instances where you supported team members during busy periods or complex projects.
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements and responsibilities mentioned in the job description. Use keywords from the listing to ensure your application stands out to recruiters.
How to prepare for a job interview at Chase de Vere
✨Showcase Your Technical Knowledge
As a paraplanner, technical knowledge is crucial. Be prepared to discuss your financial planning qualifications and how they relate to the role. Highlight any specific experiences where you applied this knowledge in real-world scenarios.
✨Demonstrate Teamwork Skills
Chase de Vere values collaboration. Share examples of how you've worked effectively within a team, especially in high-pressure situations. Emphasise your willingness to support colleagues and contribute to a positive team environment.
✨Prepare for Case Studies
Expect to be presented with case studies during the interview. Practice analysing client scenarios and preparing recommendations. This will showcase your analytical skills and ability to apply your knowledge practically.
✨Emphasise Attention to Detail
Attention to detail is vital in paraplanning. Prepare to discuss how you ensure accuracy in your work, particularly when writing reports or conducting research. Providing specific examples will help illustrate your meticulous approach.
