Chase de Vere, a national independent financial advice firm, is seeking a paraplanner to support advisers with independent financial research and strategies for individuals and trustees. You will prepare recommendations, review client finances annually, and assess risk exposure to update strategies.
Required is paraplanning experience (minimum 2 years) and progress toward the Diploma in Regulated Financial Planning, with strong attention to detail and teamwork in a fast-paced environment.
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PICOP Paraplanner: Independent Financial Research Pro 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.
