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 collaborative culture.
- Benefits: Enjoy 25 days holiday, annual bonus, life assurance, and flexible benefits.
- Other info: Great career growth opportunities and a chance to give back through volunteering.
- Why this job: Make a real impact by providing top-notch financial advice and support.
- Qualifications: Must have financial planning qualifications and at least 2 years of paraplanning experience.
The predicted salary is between 36000 - 60000 £ 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 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.
What your role will involve:
- 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.
- 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 employer: Financial Planning Firm
Chase de Vere is an exceptional employer that prioritises the growth and development of its paraplanners, offering a supportive work culture where teamwork and collaboration thrive. With a comprehensive benefits package including 25 days of holiday, funded exams, and opportunities for community engagement, employees are encouraged to excel in their careers while making a meaningful impact. The nurturing environment and commitment to professional development make Chase de Vere a standout choice for those seeking a rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream paraplanner role.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and current market trends. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your teamwork skills! During interviews, share examples of how you’ve collaborated with others in past roles. We want to see that you can work well in a fast-paced environment and support your colleagues when needed.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are genuinely interested in joining our team at Chase de Vere.
We think you need these skills to ace Paraplanner
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 the time to customise your application for us. Mention specific experiences that demonstrate your ability to work independently and in a team, as well as your attention to detail. This will help us see you as a great fit for our culture.
Be Clear and Concise:When writing your suitability reports or any other documentation, clarity is key! Use straightforward language and structure your thoughts logically. This will not only impress us but also reflect your ability to communicate effectively.
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 shows you’re keen to join our team at Chase de Vere!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your technical knowledge and financial planning qualifications. Be ready to discuss market trends, investment strategies, and how they relate to client needs. This will show that you're not just qualified but also passionate about the role.
✨Showcase Your Experience
Prepare specific examples from your previous paraplanning roles that highlight your ability to analyse complex financial situations and write detailed reports. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your problem-solving skills.
✨Team Player Vibes
Since teamwork is crucial in this role, be ready to talk about how you've collaborated with colleagues in the past. Share instances where you went above and beyond to support your team, especially during busy periods or complex projects.
✨Attention to Detail is Key
During the interview, emphasise your keen eye for detail. You might even want to mention a time when your attention to detail made a significant difference in a project or report. This will reassure them that you can maintain high standards in a fast-paced environment.
