Paraplanning Specialist

1 week ago

Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full time

As a key member of our team at Chase de Vere, you will be responsible for preparing recommendations and reviewing clients' finances on an annual basis. This involves assessing their exposure to risk and updating their financial strategy to reflect changing circumstances.

To succeed in this role, you will require strong analytical skills, the ability to work accurately and efficiently, and a passion for providing exceptional client service. Our paraplanning teams have exceptional technical and industry knowledge, with many having secured their Level 4 Diploma in Regulated Financial Planning.

Key Responsibilities:

  • Researching and analyzing market trends and report writing
  • Working closely with financial advisers and client support teams
  • Preparing recommendations and reviewing clients' finances

We offer a competitive salary of £40,000 per annum, plus benefits including 25 days holiday, a cycle-to-work scheme, and two paid volunteering days per year.

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