Senior Paraplanner: Financial Planning Research & Reports

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

Benefits offered by this job

25 days annual leave

Bank Holidays

Contributory pension

Life assurance - 4x salary

Induction and training programme

Exam funding and study leave

Flexible benefits scheme

Cycle to work

Volunteering days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion

Company events and charity support

Job summary

Chase de Vere is a national, award-winning independent financial advice firm offering tailored, whole-of-market solutions and expert financial guidance to individuals and businesses. The paraplanning role involves researching, analyzing market trends, and producing high-quality financial planning reports for advisers and clients.

You will work with a supportive paraplanning management and development team, gaining exposure to a wide range of cases and continuing professional development,

Qualifications

• Must have completed several R0 financial planning qualifications and be progressing toward the Diploma.
• At least 2 years of paraplanning experience.
• Strong teamwork and collaboration are essential in this role.
• Ability to work in a fast-paced environment with high attention to detail.

Responsibilities

• Conduct research on clients’ financial planning arrangements, existing and recommended, to meet needs and objectives.
• Undertake investment portfolio analysis, including asset allocation in line with stated risk attitude.
• Compile investment, pension and protection illustrations, projections and related documents.
• Write technical and accurate suitability reports and client service letters.
• Ensure client files comply with FCA regulations and internal policies.

Skills

R0 qualifications

Paraplanning experience

Team collaboration

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere is a national, award-winning independent financial advice firm offering tailored, whole-of-market solutions and expert financial guidance to individuals and businesses. The paraplanning role involves researching, analyzing market trends, and producing high-quality financial planning reports for advisers and clients.

You will work with a supportive paraplanning management and development team, gaining exposure to a wide range of cases and continuing professional development,