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To arrange a free, no obligation meeting

Technical Paraplanner

  • Job Title:
    Technical Paraplanner
  • Department:
    Advice Services
  • Location:
    Bath
  • Job Reference:
    CDV184
  • Job Purpose:

    The key purpose of the role is to deliver detailed calculations using in-house tools, to prepare technical pension advice and provide technical research services to the BMA Advisers across the company. in order to assist them in the delivery of advice and ongoing services to new and existing BMA clients, and the delivery of an in-house Transfer Value Analysis Report service to all advisers.

     

    The role holder will be responsible for analysing and compiling complex pension impact and TVAR reports to the highest standards in conjunction with the BMA and other Advisers, in order to assist with the achievement of business targets while ensuring compliance with Business Quality Standards at all times.

     

  • Job Context:

    Working with BMA and Private Wealth Advisers nationwide - and in conjunction with the advisers’ administrative support - you will be responsible for assisting the Advisers in meeting client servicing commitments and complying with Chase de Vere’s business quality standards and advice processes.

     

    The two Technical Paraplanners in the team will support approximately 200 Advisers, based in 11 locations across the country.

     

    The Head of Advice Services, in conjunction with Chase de Vere’s Professional Development and Training Department, will be responsible for the continued development and training of the Technical Paraplanner, involving them in internal, branch sales and regional BMA meetings, report writing, marketing and other initiatives, and technical training and development activity.

  • 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 Jo.able@chasedevere.co.uk