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- Tasks: Research and analyse financial trends, prepare reports, and support clients with tailored advice.
- Company: Join Chase de Vere, an award-winning independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, a contributory pension scheme, and paid study leave.
- Other info: Be part of a dynamic team with excellent career growth opportunities and a focus on personal development.
- Why this job: Make a real impact in clients' financial futures while growing your career in a nurturing environment.
- Qualifications: Must have financial planning qualifications and at least 2 years of paraplanning experience.
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 in Manchester employer: Swiss Life
Contact Detail:
Swiss Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a paraplanner role at Chase de Vere or elsewhere.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and recent market trends. Be ready to discuss how your experience aligns with the role and how you can contribute to the team at Chase de Vere.
✨Tip Number 3
Showcase your teamwork skills! During interviews, share examples of how you've collaborated with others in past roles. Highlighting your ability to support colleagues will resonate well with the culture at Chase de Vere.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Chase de Vere family.
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the paraplanner role. Highlight your financial planning qualifications and any relevant paraplanning experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial advice and how your background aligns with our values at Chase de Vere. Keep it personal and engaging!
Showcase Your Team Spirit: We love teamwork here at Chase de Vere! In your application, mention examples of how you’ve collaborated with others in previous roles. This will help us see how you can contribute to our supportive environment.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and any relevant qualifications. Be prepared to discuss your experience as a paraplanner, including specific cases you've worked on and the outcomes. This shows that you’re not just qualified on paper but have practical experience too.
✨Show Your Team Spirit
Chase de Vere values teamwork, so be ready to share examples of how you've collaborated with colleagues in the past. Talk about times when you went above and beyond to help a teammate or how you contributed to a successful project. This will highlight your ability to work well in a team environment.
✨Attention to Detail is Key
In this role, attention to detail is crucial. Prepare to discuss how you ensure accuracy in your reports and analyses. You might even want to bring along a sample report (with sensitive info redacted) to showcase your writing skills and technical knowledge.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, opportunities for professional development, or how the paraplanning team collaborates with financial advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.