Chase de Vere is a national, award-winning independent financial advice firm established in 1969 that values excellence, integrity, and personal growth
Job Summary
Chase de Vere is a national, award-winning independent financial advice firm established in 1969 that values excellence, integrity, and personal growth.
Paraplanners work closely with financial advisers and client support teams to deliver advice, prepare recommendations, and review clients’ finances annually.
The company offers a competitive salary with bonus potential, 25 days annual leave increasing with service, funded exams, paid study leave, and a wide range of employee benefits.
Matching Summary
Chase de Vere is a national, award-winning independent financial advice firm established in 1969 that values excellence, integrity, and personal growth.
Salary
Base: Competitive salary; Bonus/Equity: Annual bonus opportunity; Benefits: 25 days annual leave plus Bank Holidays, contributory pension, life assurance, funded exams, paid study leave, flexible benefits
Skills & Requirements
Must-have
Financial planning (R0) qualifications
Experience in paraplanning role
Teamwork and collaboration
Attention to detail
Ability to work independently
Fast-paced environment
Nice-to-have
Passion for independent financial research
Supportive and nurturing culture
Professional development prioritised
Strong technical and industry knowledge
Commitment to personal growth
Key Requirements
Minimum 2 years paraplanning experience
Financial planning (R0) qualifications secured
Striving to complete Diploma in Regulated Financial Planning