Chase de Vere in Glasgow is seeking an experienced paraplanner to join our growing team. You will conduct research on client financial planning arrangements, prepare recommendations, and produce detailed suitability reports while supporting advisers and client service teams.
We expect at least 2 years in a paraplanning role, with Level 4 Diploma in Regulated Financial Planning or progress towards it. The role offers a competitive salary, study leave, and a supportive, growth‑oriented culture.
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Paraplanner — Research, Analysis & Client Advice in Glasgow 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.
