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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.
- Why this job: Make a real impact on clients' financial futures while developing your skills in a dynamic environment.
- Qualifications: Minimum 2 years as a paraplanner with relevant financial planning qualifications.
- Other info: Be part of a nurturing team that values personal growth and collaboration.
The predicted salary is between 36000 - 60000 £ 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 employer: Swiss Life
Contact Detail:
Swiss Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Chase de Vere and understanding their values. Be ready to discuss how your skills align with their mission of helping clients be 'future confident'.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Mock interviews can help you feel more comfortable and confident when it’s time to shine in front of the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the paraplanner role. Highlight your financial planning qualifications and any relevant experience you've had in similar positions.
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 you can contribute to our team at Chase de Vere. Be genuine and let your personality come through.
Showcase Your Team Spirit: Since teamwork is key in this role, mention any experiences where you've collaborated effectively with others. We love seeing how you can support your colleagues while delivering excellent service to clients.
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!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Make sure you brush up on your financial planning qualifications and any relevant market trends. Being able to discuss your technical knowledge confidently will show that you're serious about the role and understand what it takes to be a successful paraplanner.
✨Showcase Team Spirit
Since teamwork is crucial at Chase de Vere, be prepared to share examples of how you've collaborated with others in previous roles. Highlighting your ability to support colleagues during busy times will demonstrate that you’re a team player who values collaboration.
✨Attention to Detail is Key
In this role, accuracy is everything. Bring along examples of reports or analyses you've worked on that required meticulous attention to detail. This will help illustrate your capability to maintain high standards in a fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, ongoing training opportunities, and how success is measured in the paraplanning team. This shows your genuine interest in the role and helps you assess if it's the right fit for you.