At a Glance
- Tasks: Research client financial plans, analyse investments, and prepare reports for advisers.
- Company: Chase de Vere, a leading financial planning firm in the UK.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Emphasises independence, accuracy, and strong teamwork.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: At least 2 years in paraplanning and working towards Level 4 Diploma.
The predicted salary is between 42750 - 52250 £ per year.
Chase de Vere is seeking a paraplanner to join its national team in the UK.
You will research client financial planning arrangements, analyse investment portfolios and prepare illustrations and reports for advisers.
The role emphasizes independence, accuracy, and strong teamwork to support clients and the advising team.
The ideal candidate will have at least 2 years in paraplanning, and working toward or holding the Level 4 Diploma in Regulated Financial Planning, with a focus on delivering
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Senior Paraplanner: Research-Driven Financial Planning in Exeter 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.
