Paraplanner – competitive salary plus benefits – nationwide
All locations
Competitive salary, dependent on skills and abilities
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. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.
Cash flow clinic – with Dynamic Planner: Building Lives
15 April 2024
Continuing her exclusive series of articles for Professional Paraplanner, Steph Willcox, head actuary at Dynamic Planner, looks at slightly older clients than in her earlier two articles; those building families,...
Addressing the LTA questions: Cardiff and Belfast seminars
18 April 2024
The ongoing LTA questions will be part of the agenda in both our Cardiff and Belfast Technical Insight Seminars, helping paraplanners better understand the current tax landscape and how...