Chase de Vere is a national financial advice firm. We seek paraplanners to research and analyse client financial planning, prepare illustrations, and write precise suitability reports for a wide range of cases.
You will work with advisers and support teams, supported by our paraplanning management. A Level 4 Diploma in Regulated Financial Planning is common among our team, with ongoing professional development and potential for Chartered progress.
#J-18808-LjbffrParaplanner – Financial Planning & Research Specialist 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.
