At a Glance
- Tasks: Research and analyse financial trends, prepare reports, and support clients with tailored advice.
- Company: Join an award-winning financial advice firm dedicated to empowering employees and clients.
- Benefits: Enjoy 25 days annual leave, a contributory pension, and funded exams for your professional growth.
- Other info: Be part of a nurturing culture with excellent career progression opportunities.
- Why this job: Make a real impact in clients' financial futures while developing your skills in a supportive environment.
- Qualifications: Minimum 2 years as a paraplanner with relevant financial planning qualifications.
The predicted salary is between 35000 - 45000 € per year.
Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.
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 NEEDTechnical 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 INVOLVEOur 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, assess their exposure to risk and update their financial strategy to reflect their changing circumstances.
Your day-to-day role includes:
- 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.
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. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance – 4 x annual 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
- Paid volunteering days each year
- 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 in Cambridge employer: Swiss Life
Chase de Vere is an exceptional employer that prioritises the professional growth and well-being of its employees. With a supportive work culture, comprehensive training programmes, and a commitment to recognising contributions, paraplanners can thrive in their careers while making a meaningful impact on clients' financial futures. Located in a dynamic environment, employees enjoy competitive benefits, including generous annual leave, a contributory pension scheme, and opportunities for further qualifications, making it a truly rewarding place to work.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and join relevant online groups. The more people you know, the better your chances of landing that paraplanner role at Chase de Vere.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your best work, including reports and analyses you've done in previous roles. This will help you stand out and demonstrate your expertise when you meet potential employers.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by doing mock sessions with friends or mentors. Focus on articulating your experience and how it aligns with Chase de Vere's values of excellence and integrity.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in being part of the Chase de Vere team and contributing to our mission of helping clients achieve financial security.
We think you need these skills to ace Paraplanner in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the paraplanner role. Highlight your financial planning qualifications and any relevant experience you've had in similar positions.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial advice and how you can contribute to our mission of helping clients be future confident. Be genuine and let your personality shine through!
Showcase Your Team Spirit:Since teamwork is key at Chase de Vere, share examples of how you've collaborated with others in your previous roles. We want to see that you can go above and beyond to support your colleagues.
Apply Through Our Website:For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific qualifications required for the role. Be ready to discuss your experience as a paraplanner, including any complex cases you've handled. This shows you're not just qualified but also passionate about the field.
✨Showcase Team Spirit
Chase de Vere values teamwork, so be prepared to share examples of how you've collaborated with colleagues in the past. Highlight instances where you've gone above and beyond to support your team, especially during busy periods or complex projects.
✨Attention to Detail is Key
Since the role requires excellent attention to detail, consider bringing along a sample of your work, like a suitability report or investment analysis. This will demonstrate your ability to produce high-quality, accurate documentation, which is crucial for the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, professional development opportunities, and how the paraplanning team collaborates with financial advisers. This not only shows your interest in the role but also helps you gauge if Chase de Vere is the right fit for you.
