Paraplanner – Wealth Planning Research Specialist

Swiss Life; Leeds; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension

Life assurance - 4x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Cycle to work scheme

Volunteer days

Employee Assistance Programme

Job summary

Chase de Vere is a national independent financial advice firm seeking a paraplanner to join our team. You will research and analyse client financial planning arrangements and prepare recommendations and annual reviews for advisers and clients.

We value technical knowledge and support ongoing professional development with a dedicated paraplanning management and development team. A rewarding career with training and progression awaits.

Qualifications

• Technical knowledge in financial planning and pursuing the Diploma in Regulated Financial Planning.
• Paraplanning experience of at least 2 years.
• Strong teamwork and collaboration in fast-paced environments.
• Excellent attention to detail is essential.

Responsibilities

• Researching and analysing client financial planning arrangements to meet needs and objectives.
• Undertaking investment portfolio analysis and asset allocation in line with risk.
• Compiling investment, pension and protection illustrations and related documentation.
• Writing technical and accurate suitability reports and client service letters.
• Ensuring client files comply with FCA regulations and internal policies.

Skills

Technical knowledge

Regulated financial planning

Paraplanning experience

Teamwork

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere is a national independent financial advice firm seeking a paraplanner to join our team. You will research and analyse client financial planning arrangements and prepare recommendations and annual reviews for advisers and clients.

We value technical knowledge and support ongoing professional development with a dedicated paraplanning management and development team. A rewarding career with training and progression awaits.