PICOP Paraplanner

Chase de Vere Medical; Bury; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

Annual bonus

25 days holiday

Birthday day off

Life assurance 4x salary

Induction & training

Sponsored exams & study leave

Flexible benefits

Holiday purchase

Cycle to work

Volunteer days

Employee Assistance Programme

Internal mortgage service

Employee Forum

Charity events

Job summary

Chase de Vere PICOP paraplanners is seeking a skilled paraplanner to support advisers in delivering independent financial strategies for clients in personal injury and clinical negligence cases.

You will work with our paraplanning management and development team to handle a wide range of client cases of varying complexity and continually develop your expertise in financial research and advisory work.

Qualifications

• 2+ years paraplanning experience
• Secured financial planning qualifications (R0) and pursuing Diploma
• Ability to work independently with attention to detail
• Empathy and compassion when dealing with clients
• Ability to work in a fast-paced environment while maintaining accuracy

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 target timescales.
• Compile investment, pension and protection illustrations and documentation.
• Write technical and accurate suitability reports and client service letters.
• Ensure client files comply with FCA regulations and internal policies.

Skills

Paraplanning experience

Financial planning qualifications

Education

Diploma in Regulated Financial Planning (in progress)

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?

• Opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Two paid volunteering days each year, to support your local community
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities