CrawlJobs Logo
Chase de Vere Logo Chase de Vere · Finance

Paraplanner

· Job Posted June 14, 2026
Apply Position
Job Link Share

Job Description

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.

Job Responsibility

  • Conducting research on clients' financial planning arrangements
  • Undertaking investment portfolio analysis
  • 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 internal policy and procedures

Requirements

  • 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 for a minimum of 2 years
  • Teamwork and collaboration
  • Ability to work in a fast-paced environment whilst maintaining excellent attention to detail

What we offer

  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits
  • Option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year
  • Employee Assistance Programme with access to a 24/7 helpline
  • Access to our free mortgage service
  • Employee Forum and Diversity & Inclusion group
  • Local and companywide events in support of company charities
Chase de Vere - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Paraplanner

8 matching positions

New

Paraplanner

Location
Location
United Kingdom , Littlewick Green
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Diploma in Financial Planning
  • Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • A high standard of written and numerical skills
  • An ability to demonstrate strong report-writing skills
  • A high level of accuracy and attention to detail
  • Aptitude in Microsoft Office
Job Responsibility
Job Responsibility
  • Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
  • Prepare and interpreting complex plan information with a view to completing transfer analysis
  • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
  • Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
  • Participating in firm research projects, adhering to set deadlines, as and if required
What we offer
What we offer
  • Competitive Salary and Benefits
  • hybrid working
  • Fulltime
Read More
Arrow Right

Paraplanner

AFH Wealth Management is proud to be one of the UK’s leading independent financi...
Location
Location
United Kingdom , Bromsgrove
Salary
Salary:
Not provided
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Diploma in Financial Planning
  • Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
  • Experience in an IFA environment, demonstrating quality communications of constructive feedback
  • A high standard of written and numerical skills
  • An ability to demonstrate strong report-writing skills
  • A high level of accuracy and attention to detail
  • Aptitude in Microsoft Office
Job Responsibility
Job Responsibility
  • Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools
  • Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
  • Prepare and interpreting complex plan information with a view to completing transfer analysis
  • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
  • Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
  • Thorough research conducted where necessary and referring to Senior team members, where necessary
  • Participating in firm research projects, adhering to set deadlines, as and if required
What we offer
What we offer
  • Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
  • Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
  • Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit
  • Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service
  • Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
  • Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals
  • Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses
  • Fulltime
Read More
Arrow Right

Paraplanner

Location
Location
United States , San Francisco
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4+ years in financial planning, wealth management
  • CFP® certification preferred
  • Series 65 or equivalent preferred
  • Expertise in investment strategies, financial planning, and compliance
  • Strong relationship-building skills with high-net-worth clients
  • Leadership experience with a mentorship mindset
Job Responsibility
Job Responsibility
  • Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies
  • Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management
  • Mentor & Lead: Support junior advisors and contribute to a strong team culture
  • Grow the Business: Build relationships, secure referrals, and participate in networking events
  • Shape the Firm's Future: Collaborate with leadership on strategic growth initiatives
  • Fulltime
Read More
Arrow Right

Paraplanner

Robert Half is partnering with a wealth management firm dedicated to helping hig...
Location
Location
United States , San Ramon
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of experience in wealth management, financial services, or a client-facing advisory support role
  • Bachelor's degree in Finance, Business, Economics, or related field preferred
  • One or more of the following required: Series 65, Series 66, CFP®, CPA, or CFA
  • Strong understanding of financial planning principles and fiduciary standards
  • Proficiency with Microsoft Office
  • familiarity with tools such as eMoney, Orion, Practifi, or Schwab Advisor Center strongly preferred
  • Excellent communication skills with the ability to build trust and manage client relationships
  • Highly organized with strong attention to detail and ability to manage multiple priorities
  • Proactive, collaborative, and comfortable working in a fast-paced, team-oriented environment
  • Demonstrated growth mindset with a desire to develop into a lead advisor role over time
Job Responsibility
Job Responsibility
  • Prepare, update, and maintain comprehensive financial plans using planning software
  • Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions
  • Foster strong, trusted relationships with clients through consistent communication and responsiveness
  • Track client progress against financial plans and ensure timely updates and plan reviews
  • Coordinate account administration including onboarding, account maintenance, and investment-related service requests
  • Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance
  • Research and resolve account discrepancies and operational issues
  • Collaborate with internal specialists to ensure seamless client service delivery across teams
  • Identify opportunities to improve processes, efficiency, and overall client experience
  • Participate in ongoing training, education, and firm initiatives to support professional development
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Fulltime
Read More
Arrow Right

Paraplanner

Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienc...
Location
Location
United Kingdom , Armagh
Salary
Salary:
Not provided
brookstreet.co.uk Logo
Brook-St Hiredonline
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum Level 4 Diploma in Financial Planning
  • Proven experience in a paraplanning role
  • Strong desire to transition into a Financial Advisor position
  • Excellent communication and relationship-building skills
  • Proactive approach to business development
  • Full UK driving licence and access to your own vehicle
Job Responsibility
Job Responsibility
  • Provide high-quality paraplanning support to financial advisors
  • Assist in the preparation of financial plans and client recommendations
  • Manage and develop relationships with an existing base of warm clients
  • Proactively identify and pursue new business opportunities
  • Progress into a fully client-facing Financial Advisor role over time
What we offer
What we offer
  • Clear and supported career progression into Financial Advice
  • Access to an existing client bank
  • Ongoing professional development and training
  • Competitive salary and benefits package
  • Fulltime
Read More
Arrow Right

Paraplanner

Brook Street Recruitment is working on behalf of a well-established East Belfast...
Location
Location
United Kingdom , Belfast
Salary
Salary:
45000.00 GBP / Year
brookstreet.co.uk Logo
Brook-St Hiredonline
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience working within a UK IFA / financial planning environment
  • Strong understanding of FCA suitability requirements
  • Proven ability to review, challenge, and enhance suitability reports
  • Experience across pensions and investments
  • Level 4 Diploma qualified (or close to completion)
Job Responsibility
Job Responsibility
  • Take full ownership of the structure, clarity, and quality of suitability reports
  • Review and challenge adviser recommendations to ensure they are suitable, consistent, and clearly articulated
  • Use AI tools to support drafting, summarisation, and quality checks - refining outputs to a high professional standard
  • Conduct detailed product research across pensions and investment solutions
  • Act as a key point of contact between advisers and administration teams
  • Identify gaps, inconsistencies, and opportunities to improve the advice process
What we offer
What we offer
  • Ongoing exam support and CPD
  • Fulltime
Read More
Arrow Right

Paraplanner

We have a fantastic vacancy for a Paraplanner to join our Stokenchurch Office. T...
Location
Location
United Kingdom , Stokenchurch
Salary
Salary:
Not provided
pfgl.co.uk Logo
Perspective Financial Group Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in providing high quality support
  • Motivated
  • Friendly
  • Professional at all times
  • Satisfactory criminal record background checks
Job Responsibility
Job Responsibility
  • Provide technical support to Financial Planners in the process of servicing Clients’ Financial Advice needs
  • Instinctively provide excellent standards of client service
  • Conduct detailed research on clients’ existing and potential arrangements
  • Assess clients’ financial objectives
  • Produce timely and compliant Financial Planning Reports
What we offer
What we offer
  • Birthday Leave
  • Electric Vehicle Scheme
  • Cycle to Work Scheme
  • Eyecare Support
  • Holiday Purchase Scheme
  • Long Service Awards
  • Extra Discount Cards
  • Family Friendly Policy
  • 25 days holiday
  • Pension
  • Fulltime
Read More
Arrow Right

Paraplanner

Outsource UK are recruiting for a Paraplanner We are seeking an experienced and ...
Location
Location
United Kingdom , Birmingham
Salary
Salary:
Not provided
outsource-uk.co.uk Logo
Outsource UK
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • L4 Diploma in Financial Advice or equivalent (part qualified candidates will also be considered)
  • Proven experience within paraplanning or financial advice
  • Strong analytical and technical skills
  • Experience in complex advice areas including estate planning, retirement advice and replacement analysis
  • Knowledge of pension products, annual allowance and lifetime allowance
  • Experience writing suitability reports and compiling client files
  • Strong IT skills including Microsoft Outlook, Word and Excel
  • Excellent communication skills with the ability to work effectively across teams
  • A proactive, organised and detail-focused approach
  • The ability to manage workloads independently while contributing positively within a team environment
Job Responsibility
Job Responsibility
  • Preparing suitability reports and client case files in line with internal and external compliance standards
  • Conducting research and analysis across estate planning, pension benefits, pension switching and investment replacement
  • Preparing application forms and product information packs for client meetings
  • Updating internal systems with accurate client data and case notes
  • Providing technical support via telephone, email and web-based channels for complex cases
  • Supporting field-based advisers with technical guidance relating to estate planning, investment replacement and pension switching, pension and retirement advice
  • Fulltime
Read More
Arrow Right