Rajveet Kaur K.

Development Manager - Paraplanners at Chase de Vere

Rajveet Kaur K. is a seasoned professional with a strong background in financial services and logistics. Currently serving as Development Manager for Paraplanners at Chase de Vere since February 2017, Rajveet leads the paraplanning team, focusing on skill development, regulatory compliance, and a culture of continuous improvement. Previously, Rajveet worked as a Paraplanner at the same firm, providing vital support to financial advisors. Before joining Chase de Vere, Rajveet was a Client Services Coordinator at Platform Securities, where responsibilities included facilitating client onboarding and managing inquiries. Early career experience includes a Logistics Placement at BMW (UK) Manufacturing Ltd, contributing to supply chain management. Rajveet holds a Bachelor's Degree in Economics and Finance from Leicester Castle Business School.

Location

Birmingham, United Kingdom

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Chase de Vere

At Chase de Vere, we believe the only worthwhile advice is independent advice. This is because it allows us to research the variety of sources, and recommend the solutions and products that best suit your needs – creating a far stronger result. The freedom to advise objectively • We are free to create financial plans that are totally unconstrained by any obligation – other than to our clients • From investment management and estate planning, to employee benefits and business advice, we offer solutions that are drawn from the whole market • We give each solution careful consideration and only then recommend one that is right for you and your situation • We are a team, but we think and act independently. This helps us give a more considered, creative and sometimes non-obvious solution. About us • We are one of the country’s leading independent financial advisers • We offer wide national coverage with regional offices and over 200 independent financial advisers and about 250 technical and back-office specialists • Our advisers are encouraged to attain the highest levels of industry qualification and pursue advisory specialisms.