Paraplanner

Chase de Vere; Cardiff; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Life assurance – 4× salary

Comprehensive training program

Paid study leave

Voluntary flexible benefits

Cycle to work Scheme

Two paid volunteering days

Job summary

A leading financial services firm in Cardiff is seeking an experienced Paraplanner to provide independent financial research and advice. Responsibilities include conducting thorough financial analysis, preparing suitability reports, and ensuring compliance with regulations. The ideal candidate will have over 2 years of experience in a similar role with strong technical knowledge and attention to detail. This full-time position offers a competitive salary, annual bonus, and numerous benefits including paid study leave and flexible perks.

Qualifications

• Minimum of 2 years experience in a paraplanning role.
• Ability to conduct detailed financial research and analysis.
• Skilled in writing technical suitability reports.

Responsibilities

• Conduct research on clients’ financial planning arrangements.
• Undertake investment portfolio analysis.
• Compile investment and pension documentation.
• Write suitability reports and service agreement letters.
• Ensure compliance with FCA regulations.

Skills

Technical knowledge in financial planning

Teamwork and collaboration

Attention to detail

Ability to work in a fast-paced environment

Education

Level 4 Diploma in Regulated Financial Planning

Financial Planning (R0) qualifications

Job description

Join to apply for the Paraplanner role at Chase de Vere.

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.

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, assess their exposure to risk and update their financial strategy to reflect their changing circumstances.

• 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.

What’s in It For You?

• A competitive salary with the opportunity to earn an annual bonus.
• A day off for your birthday.
• Life assurance – 4 × 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 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.

Seniority level

• Associate

Employment type

• Full‑time

Job function

• Finance