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 YOU WILL NEED
1. 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.
2. Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
3. Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex re...