Paraplanner

Chase de Vere Medical; Greater London; On-site; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance 4x salary

Induction and training

Funded exams and study leave

Flexible benefits

Holiday purchase option

Cycle to work

Job summary

Chase de Vere in London is seeking a proactive paraplanner to support our financial advisers and client support teams, delivering advice and ongoing services to new and existing clients. You will work with our paraplanning management to develop your skills across a wide range of cases.

You will bring technical knowledge and must have secured some financial planning qualifications, aiming to complete the Diploma in Regulated Financial Planning.

Qualifications

• Secured a number of financial planning (R0) qualifications and working toward the Diploma in Regulated Financial Planning.
• Minimum of 2 years paraplanning experience.
• Ability to work in a fast-paced environment with excellent attention to detail.

Responsibilities

• Conduct research on clients’ financial planning arrangements to ensure needs and objectives are met.
• Undertake investment portfolio analysis and asset allocation in line with stated attitude to risk.
• Compile investment, pension and protection illustrations, projections and documentation.
• Write technical and accurate suitability reports and client service agreements.
• Ensure client files comply with FCA regulations and internal policies.

Skills

Paraplanning

Attention to detail

Teamwork

Independent working

Education

Level 4 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 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.

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’s in it for you?

• Opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x 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