Chase de Vere in the United Kingdom is seeking an experienced paraplanner to support financial advisers and client services. You will research client cases, prepare recommendations, and review finances annually to adapt strategies.
The role requires a Level 4 Diploma progression, at least two years in paraplanning, and a keen eye for detail in a fast-paced environment. The team offers a supportive culture with exams funded and a strong development path.
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Paraplanner: Research, Analysis & Reports in Glasgow employer: Swiss Life Group
Chase de Vere is an exceptional employer that prioritises the professional growth and well-being of its employees. With a supportive work culture, competitive benefits including generous annual leave and funded training, and a commitment to integrity and excellence, employees are empowered to thrive in their careers while making a meaningful impact in the financial advice sector. Located in a dynamic environment, our team collaborates closely to deliver tailored financial strategies, ensuring that every member feels valued and integral to our mission of helping clients achieve financial security.
