At a Glance
- Tasks: Research and analyse financial trends to support clients' financial planning needs.
- Company: Join an award-winning independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, competitive salary, and flexible benefits.
- Other info: Be part of a nurturing environment with excellent training and development opportunities.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: Minimum 2 years paraplanning experience and relevant financial planning qualifications required.
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 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.
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, assess their exposure to risk and update their financial strategy to reflect their changing circumstances.
Your day-to-day role- 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: Research & Financial Planning Expert 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, competitive benefits including generous annual leave and funded training opportunities, employees are empowered to thrive in their careers while making a meaningful impact on clients' financial futures. Joining our team means being part of a collaborative environment where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner: Research & Financial Planning Expert in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Chase de Vere. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and recent market trends. Show us you’re not just a paraplanner but a passionate expert ready to make an impact!
✨Tip Number 3
Don’t forget to showcase your teamwork skills! We love candidates who can collaborate and support their colleagues, so share examples of how you've gone above and beyond for your team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in being part of the Chase de Vere family.
We think you need these skills to ace Paraplanner: Research & Financial Planning Expert in Cambridge
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the paraplanner role. Highlight your relevant experience, especially your financial planning qualifications and any teamwork examples. We want to see how you can contribute to our supportive environment!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our values at Chase de Vere. Let us know how you can help clients feel 'future confident'.
Showcase Your Research Skills:Since research is key in this role, include examples of how you've conducted financial analysis or market research in the past. We love seeing candidates who can demonstrate their analytical prowess and attention to detail!
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 on joining our team at Chase de Vere!
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 latest market trends. Being able to discuss specific examples of your research and analysis will show that you're not just qualified, but genuinely passionate about the role.
✨Showcase Team Spirit
Chase de Vere values teamwork, so be ready to share examples of how you've collaborated with others in your previous roles. Highlighting instances where you've gone above and beyond to support your colleagues will demonstrate that you're a team player.
✨Attention to Detail is Key
In a fast-paced environment, it's crucial to maintain accuracy. Prepare to discuss how you ensure your work is error-free, especially when writing reports or analysing portfolios. Maybe even bring along a sample report (with sensitive info removed) to showcase your skills!
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the company culture, opportunities for professional development, or how the paraplanning team collaborates with financial advisers. This shows your interest in the role and helps you gauge if it’s the right fit for you.
