PICOP Paraplanner

Chase de Vere Medical

Bury

On-site

GBP 32,000 - 46,000

Full time

7 days ago

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Benefits offered by this job

Annual bonus

25 days holiday (plus bank holidays)

Birthday day off

Life assurance – 4x salary

Induction and training programme

Exam funding and paid study leave

Flexible benefits package

Extra holiday purchase option

Cycle to work scheme

Volunteer days

Employee Assistance Programme

Mortgage service access

Diversity & Inclusion groups

Company events

Job summary

Chase de Vere seeks an experienced paraplanner to join our PICOP paraplanning team. You will analyse client financial planning arrangements, prepare suitability reports, and support advisers in delivering independent strategies for personal injury and clinical negligence cases.

The role emphasizes accuracy, independence, and collaboration with a management and development team. Successful candidates typically have Level 4 Diploma qualifications or are working toward them, at least two years of

Qualifications

Minimum 2 years paraplanning experience.
Secured Level 4 Diploma in Regulated Financial Planning or actively pursuing it.
Ability to work independently with a keen eye for detail while supporting advisers.

Responsibilities

Conduct research on clients’ financial planning arrangements to meet needs and objectives.
Undertake investment portfolio analysis including drawdown analysis.
Verify periodical payments have been calculated correctly by the Defendants.
Prepare Personal Injury Trust reports and Trust review reports within required timescales.
Compile investment, pension and protection illustrations and related documentation.
Write technical and accurate suitability reports and client service letters.
Ensure client files comply with FCA regulations and internal policies.

Skills

Paraplanning experience

Technical knowledge

Attention to detail

Empathy & compassion

Teamwork

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Researching, analysing market trends and report writing, Chase de Vere PICOP paraplanners work closely with our advisers to deliver independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases. 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.

Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, and some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.

What your role will involve

Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.

Your day-to-day role

Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met.
Undertaking investment portfolio analysis, which includes areas such as drawdown analysis
Verifying periodical payments have been calculated correctly by the Defendants.
Prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
Compiling investment, pension and protection illustrations, projections and associated documentation.
Writing technical and accurate suitability reports and client service agreement letters
Ensuring client files comply with both FCA regulations and our internal policy and procedures.

What you will need

Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
Given the sensitive nature of our clients circumstances, empathy and compassion are key components when working within the PICOP team.
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.

What’s in it for you?

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.