PICOP Paraplanner: Independent Financial Research Pro

Company: Swiss Life
Apply for the PICOP Paraplanner: Independent Financial Research Pro
Location: London
Job Description:

Chase de Vere, a national independent financial advice firm, is seeking a paraplanner to support advisers with independent financial research and strategies for individuals and trustees. You will prepare recommendations, review client finances annually, and assess risk exposure to update strategies.

Required is paraplanning experience (minimum 2 years) and progress toward the Diploma in Regulated Financial Planning, with strong attention to detail and teamwork in a fast-paced environment.

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Posted: October 22nd, 2026