Paraplanner

Chase Virtual Solutions Ltd; United Kingdom; Hybrid; GBP 38,000 - 42,000; Part time

Job summary

Chase Virtual Solutions Ltd seeks an experienced Paraplanner to join their dynamic team. The role entails writing suitability letters, generating reports, and providing support to clients. Ideal candidates will have previous Paraplanning experience and strong communication skills, ensuring high-quality service delivery.

Qualifications

• Previous experience as a Paraplanner in a financial advisory firm is essential.
• Experience with the St. James's Place Partnership is preferred.
• Proficient in Salesforce and understanding of financial products.

Responsibilities

• Deliver high-quality suitability letters based on advisers’ recommendations.
• Generate technical reports and illustrations for clients.
• Maintain accurate records on CRM systems and handle client queries.

Skills

Written communication

Verbal communication

Attention to detail

Understanding of financial products

Time management

Initiative

Education

CII Level 4 Diploma in Financial Planning

LIBF Level 4 Diploma for Financial Advisers

Tools

Salesforce

iBusiness

FE Analytics

Voyant

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Chase Virtual Solutions Ltd

Location:Hybrid / home working (office based in Hampshire)

Contract:Part-time, permanent

Salary:£38-000 - £42,000 Pro-rata (depending on experience and qualifications)

Start Date:ASAP

About Us:

Chase Virtual Solutions Ltd, established in 2018 to support St. James's Place Partners with premium Paraplanning, PA, Marketing, Training and consultancy services. As we continue to grow, we're looking for an experienced Paraplanner to join our dynamic team. We are a small, but close-knit team who aspire to excel and help each other grow.

Role and Responsibilities:

Reporting to the Head of Paraplanning, you'll deliver high-quality suitability letters, technical reports and illustrations, while ensuring a first-class service for our valued clients.

The key duties and responsibilities will include, but are not limited to, the following:

• Writing high-quality Suitability Letters based on the advisers’ recommendations

• Generating illustrations for various products

• Generating Review & Drawdown Reports for clients

• Completing various calculations accurately, such as tax and carry forward calculations, using critical yield calculators

• Analysing funds and portfolios

• Maintaining accurate, concise, and sufficient records on CRM systems and ensuring they are fully updated when appropriate

• Professionally dealing with client queries

• Supporting clients and the wider team with any technical queries and training support

Required Experience:

Essential: Previous experience working as a Paraplanner within a financial advisory firm

Preferred: Previous experience working as a Paraplanner within the St. James’s Place Partnership

Qualifications:

Preferred: CII Level 4 Diploma in Financial Planning/Regulated Financial Planning or the LIBF Level 4 Diploma for Financial Advisers (part or fully qualified)

Preferred Skills and Characteristics:

• Excellent written and verbal communication skills

• A very high degree of accuracy and attention to detail

• An excellent understanding of financial products

• Excellent understanding of Salesforce and iBusiness

• Ability to manage time effectively, prioritise workloads, and meet deadlines

• Experience with FE Analytics & Voyant

• Organised, proactive and observant

• Good use of initiative and ability to self-motivate

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Referrals increase your chances of interviewing at Chase Virtual Solutions Ltd by 2x

Sign in to set job alerts for “Paraplanner” roles.

London, England, United Kingdom 1 day ago

Graduate Analyst - Middle Office - Hedge Fund - up to £50k base salary + big bonus

Equity Analyst - $2bn AUM Long-Biased Hedge Fund

Greater London, England, United Kingdom 2 weeks ago

London, England, United Kingdom 1 week ago

Graduate Associate, Private Markets (2025 Start Dates)

London, England, United Kingdom 4 hours ago

Associate – Top-Tier Direct Private Equity role | London

2025 Corporate & Investment Banking - Markets - Off-cycle Internship - London

London, England, United Kingdom 2 weeks ago

Junior Credit Eligibility Analyst (Europe)

Associate, Private Equity Fund Investments (Primaries)

Global Banking & Markets, Investment Banking, Classic, Industrials- Business Services London, Associate

London, England, United Kingdom 6 days ago

London, England, United Kingdom 1 week ago

Junior Analyst, Venture Capital Fund, London, UK

Greater London, England, United Kingdom 1 week ago

London, England, United Kingdom 1 month ago

Investment Banking Associate - Digital Infrastructure

London, England, United Kingdom 2 weeks ago

Banking – Investment Banking – Alternative Assets Group, Placement Analyst, London – United Kingdom, 2025

London, England, United Kingdom 1 week ago

Associate - Infrastructure Private Equity - Energy Transition Fund

London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 1 week ago

Greater London, England, United Kingdom 3 days ago

London, England, United Kingdom 6 days ago

London, England, United Kingdom 1 month ago

Global Banking & Markets, Investment Banking, Classic, UK Coverage, Analyst, London

London, England, United Kingdom 2 weeks ago

Investment Associate - Venture Capital & Public Equity

Investment Associate, Private Equity (Technology), London

Greater London, England, United Kingdom 3 weeks ago

London, England, United Kingdom 4 days ago

Associate - Mid-Market Private Equity Fund

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.