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.
Defining a client’s goals and objectives
14 March 2024
What are ‘goals’, ‘objectives’, ‘strategy’ and ‘tactics’ and how do you use them in financial planning? Robert Harper, Chartered Paraplanner and Fellow of the PFS, Helm Godfrey, considers this...
APRIL: Technical Insight Seminars: Exeter, Cardiff, Belfast / CPD
16 March 2024
Exeter, Cardiff and Belfast kick off the 2024 Technical Insight Seminars. From April we’re bringing paraplanners another knowledge-packed agenda covering the technical aspects of paraplanning that are vital to...