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.
Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning and 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.
As a Senior Paraplanner, you will work closely with our Regional Paraplanning Managers to ensure your team feel supported on a daily basis alongside recognising developmental opportunities. You will oversee incoming business and delegate where necessary to ensure all individuals in the team have a manageable and diverse workload.
Our senior paraplanners add huge value to our parplanning teams and regional paraplanners. They are a point of contact for the team on a daily basis and communicate regularly with the regional paraplanner ensuring they are kept up to date on a local level. Alongside the senior responsibilities, our senior paraplanners will also prepare recommendations, review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.
Your day-to-day role
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
Please select a location