Paraplanner

Swiss Life

Bath, United Kingdom
Technical knowledge in financial planning
Experience as a paraplanner
Ability to work in a fast-paced environment
Chase de Vere is dedicated to empowering employees and fostering professional growth

Job Summary

  • Chase de Vere is dedicated to empowering employees and fostering professional growth.
  • Paraplanners play a critical role in delivering tailored financial advice and services.
  • The company offers competitive benefits and a supportive work culture.

Matching Summary

Chase de Vere is dedicated to empowering employees and fostering professional growth.

Skills & Requirements

Must-have

  • Technical knowledge in financial planning
  • Experience as a paraplanner
  • Ability to work in a fast-paced environment

Nice-to-have

  • Teamwork and collaboration skills
  • Attention to detail
  • Passion for client service

Key Requirements

  • Minimum of 2 years paraplanning experience
  • Financial planning (R0) qualifications
  • Striving to complete Diploma in Regulated Financial Planning

Work Rights

Not specified

Tailored Resume

Cover Letter