Paraplanner

Chase De Vere Independent Financial Advisers; Bath; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading financial advisory firm in the UK is seeking an experienced paraplanner to enhance their financial services. You will analyze market trends and work closely with financial advisers to provide comprehensive advice to clients. Applicants should possess a Diploma in Regulated Financial Planning and have at least 2 years of paraplanning experience. The ideal candidate will thrive on teamwork and possess a keen attention to detail.

Qualifications

• Minimum of 2 years experience as a paraplanner.
• Striving to complete your Diploma in Regulated Financial Planning.
• Ability to work independently.

Responsibilities

• Research and analyze market trends.
• Work closely with financial advisers to provide ongoing services.
• Deliver independent financial research and advice.

Skills

Technical knowledge in financial planning

Attention to detail

Teamwork and collaboration

Education

Diploma in Regulated Financial Planning

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.

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 would require you to have worked as a paraplanner for a minimum of 2 years.

Teamwork and collaborat...