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Chase de Vere

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Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess clients’ exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis, including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters
Ensure client files comply with both FCA regulations and internal policy and procedures

Requirements:

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience in a paraplanning role
Ability to work independently
Keen eye for detail
Passion to provide the best independent financial research and advice
Teamwork and collaboration skills
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 to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community
Employee Assistance Programme with access to a 24/7 helpline
Access to free mortgage service, through internal mortgage team
Employee Forum and Diversity & Inclusion group
Local and companywide events in support of company charities

Additional Information:

Job Posted:
December 07, 2025

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