Senior Paraplanner: Research-Driven Financial Planning
Job in
Exeter, Devon, EX2, England, UK
Listed on 2026-08-17
Listing for:
Swiss Life
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
Chase de Vere is seeking a paraplanner to join its national team in the UK. You will research client financial planning arrangements, analyse investment portfolios and prepare illustrations and reports for advisers.
The role emphasizes independence, accuracy, and strong teamwork to support clients and the advising team. The ideal candidate will have at least 2 years in paraplanning, and working toward or holding the Level 4 Diploma in Regulated Financial Planning, with a focus on delivering
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×