Paraplanner

Swiss Life; Birmingham; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

25 days annual leave

Bank Holidays

Contributory pension

Life assurance - 4x salary

Induction and training programme

Exam funding and study leave

Flexible benefits scheme

Cycle to work

Volunteering days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion

Company events and charity support

Job summary

Chase de Vere is a national, award-winning independent financial advice firm offering tailored, whole-of-market solutions and expert financial guidance to individuals and businesses. The paraplanning role involves researching, analyzing market trends, and producing high-quality financial planning reports for advisers and clients.

You will work with a supportive paraplanning management and development team, gaining exposure to a wide range of cases and continuing professional development,

Qualifications

• Must have completed several R0 financial planning qualifications and be progressing toward the Diploma.
• At least 2 years of paraplanning experience.
• Strong teamwork and collaboration are essential in this role.
• Ability to work in a fast-paced environment with high attention to detail.

Responsibilities

• Conduct research on clients’ financial planning arrangements, existing and recommended, to meet needs and objectives.
• Undertake investment portfolio analysis, including asset allocation in line with stated risk attitude.
• Compile investment, pension and protection illustrations, projections and related documents.
• Write technical and accurate suitability reports and client service letters.
• Ensure client files comply with FCA regulations and internal policies.

Skills

R0 qualifications

Paraplanning experience

Team collaboration

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

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 would require you to have worked as a paraplanner for a minimum of 2 years.
• Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
• The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.

WHAT YOUR ROLE WILL INVOLVE

Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.

Your day-to-day role

• Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met.
• Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk.
• 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 our internal policy and procedures.

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual 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
• Paid volunteering days each year
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities