Paraplanner

Swiss Life

Cambridge

On-site

GBP 30,000 - 50,000

Full time

14 days+

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Benefits offered by this job

Competitive salary with annual bonus potential

25 days annual leave (increases to 30)

Contributory pension scheme

Life assurance – 4 times annual salary

Funded exams and paid study leave

Voluntary flexible benefits

Cycle to work scheme

Paid volunteering days

Employee Assistance Programme

Free mortgage service

Company events supporting charitable initiatives

Job summary

Swiss Life is looking for experienced paraplanners based in Cambridge to work closely with financial advisers and client support teams. The role involves researching and analyzing market trends, preparing technical recommendations, and ensuring compliance with FCA regulations.

Candidates should have a strong foundation in financial planning, be working towards needed qualifications, and have at least two years of experience. The company offers competitive salary, annual leave, and a variety of additional benefits tailored to individual needs.

Qualifications

Minimum of two years experience in a paraplanning role.
Secure financial planning (R0) qualifications and progress towards Level 4 Diploma.
Strong technical knowledge and deep understanding of financial planning.

Responsibilities

Prepare recommendations and review clients’ finances annually.
Conduct research on clients’ financial planning arrangements.
Undertake investment portfolio analysis.

Skills

Financial planning knowledge

Attention to detail

Independence

Teamwork

Education

Level 4 Diploma in Regulated Financial Planning

Job description

About Chase de Vere

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," and we empower our employees with the tools, support, and opportunities to thrive in their careers.

Role Overview

We are looking for experienced paraplanners to work closely with our financial advisers and client support teams. You will research, analyse market trends and produce report writing that supports clients and advisers alike. The role requires a strong technical foundation, the ability to work independently, a keen eye for detail and a passion for delivering high‑quality financial research and advice.

Responsibilities

Prepare recommendations and review clients’ finances on an annual basis, assessing exposure to risk and updating financial strategy to reflect changing circumstances.
Conduct research on clients’ financial planning arrangements, both existing and recommended, to ensure objectives are met.
Undertake investment portfolio analysis, including asset allocation analysis in line with clients’ stated risk appetite.
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 FCA regulations and internal policy and procedures.

Day‑to‑Day Tasks

Research on clients’ financial planning arrangements.
Investment portfolio and asset allocation analysis.
Compile illustrations, projections and documentation.
Write technical suitability reports and client service letters.
Maintain compliance with FCA regulations and internal procedures.

Qualifications

Secure a number of your financial planning (R0) qualifications and be progressing to complete the Level 4 Diploma in Regulated Financial Planning.
Minimum of two years experience in a paraplanning role.
Strong technical knowledge and deep understanding of financial planning.
Ability to work independently with excellent attention to detail.
Teamwork and collaboration in a fast‑paced environment.

Benefits