0345 300 6256 To arrange a free, no obligation meeting
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0345 300 6256
To arrange a free, no obligation meeting


  • Job Title:
  • Department:
    Private Client
  • Location:
  • Office:
  • Job Reference:
  • Job Purpose:

    The key purpose of the role is to assist one or more senior Private Client Advisers in the delivery of advice and ongoing services to prospective, new and existing clients. They may also support Corporate Advisers in the Northern Region.

    The role holder will be responsible for researching, analysing and compiling Financial Planning reports, in conjunction with the Advisers, ensuring compliance with Business Quality Standards at all times. 

  • Job Context:

    Working closely with one or two senior Advisers - and in partnership with the advisers’ administrative support - you will be responsible for assisting the Advisers in achieving their fee income targets, meeting client servicing commitments and complying with Chase de Vere’s business quality standards.

    The Regional Paraplanner Manager, in conjunction with Chase de Vere’s Professional Development and Training Department - will be responsible for the continued development and training of the Paraplanner, involving them in client meetings, report writing and prospecting. 

  • Contact Email:

For further details about the role please click here

To apply for this role please send your cv and a covering email to careers@chasedevere.co.uk