Chase de Vere

Financial Services

Paraplanner

£35–50k ~AI est. United Kingdom FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Paraplanner at Chase de Vere. Skills: Financial advice, Investment analysis, Report writing. Conduct research on clients’ financial planning. Undertake investment portfolio analysis”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Financial planning (R0) qualifications, Diploma in Regulated Financial Planning, 2 years paraplanning experience

Nice to Have

Striving to complete Diploma, Studies towards Chartered

What You'll Do.

Conduct research on clients’ financial planning

Undertake investment portfolio analysis

pension and protection illustrations

Write technical suitability reports

Write client service agreement letters

Ensure client files comply with regulations

Review clients’ finances annually

Assess client risk exposure

Update financial strategy

How You'll Work.

Team & Collaboration

Work with financial advisers; Work with client support teams

Full Job Description

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 wo

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