Paraplanner

Swiss Life; Exeter; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Funded exams and paid study leave

Cycle to work Scheme

Volunteer volunteering days

Job summary

Chase de Vere is seeking a paraplanner to join its national team in the UK. You will research client financial planning arrangements, analyse investment portfolios and prepare illustrations and reports for advisers.

The role emphasizes independence, accuracy, and strong teamwork to support clients and the advising team. The ideal candidate will have at least 2 years in paraplanning, and working toward or holding the Level 4 Diploma in Regulated Financial Planning, with a focus on delivering

Qualifications

• Experience in paraplanning or financial planning support.
• Ability to work independently with a keen eye for detail.
• Strong teamwork and collaboration within a fast-paced environment.

Responsibilities

• Conduct research on clients’ financial planning arrangements to meet needs.
• Undertake investment portfolio analysis and align with client risk profile.
• Compile investment, pension and protection illustrations and related documentation.
• Write technical and accurate suitability reports and client service letters.
• Ensure client files comply with FCA regulations and internal policies.

Skills

Attention to detail

Independence

Teamwork

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.

• 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

Additional Opportunities in International Markets

Are you looking for a career in a dynamic and international environment? Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them!

With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore.

elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland.

With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.

Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life.

Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia