Senior Paraplanner: Research-Driven Financial Planning

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 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