Paraplanner – Wealth Planning Research Specialist in Leeds

Paraplanner – Wealth Planning Research Specialist in Leeds

Leeds Full-Time No working from home possible
Swiss Life

Chase de Vere is a national independent financial advice firm seeking a paraplanner to join our team. You will research and analyse client financial planning arrangements and prepare recommendations and annual reviews for advisers and clients.

We value technical knowledge and support ongoing professional development with a dedicated paraplanning management and development team. A rewarding career with training and progression awaits.

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Paraplanner – Wealth Planning Research Specialist in Leeds 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.

Swiss Life

Contact Details:

Swiss Life Recruitment Team