Chase de Vere is a national, award-winning independent financial advice firm offering tailored, whole-of-market solutions and expert financial guidance to individuals and businesses. The paraplanning role involves researching, analyzing market trends, and producing high-quality financial planning reports for advisers and clients.
You will work with a supportive paraplanning management and development team, gaining exposure to a wide range of cases and continuing professional development,
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Senior Paraplanner: Financial Planning Research & Reports in Birmingham employer: Swiss Life
Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee growth and development within a supportive work culture. Located in a dynamic environment, we offer competitive benefits and a collaborative atmosphere where you can take ownership of your role, ensuring meaningful contributions to our clients and the team.