PICOP Paraplanner

Swiss Life; City Of London; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance – 4 x annual salary

Comprehensive induction and training

Funded exams and paid study leave

Cycle to work Scheme

Volunteer days

Employee Assistance Programme

Job summary

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.

Qualifications

• Paraplanning experience of at least 2 years in a financial planning environment.
• Progress toward Diploma in Regulated Financial Planning required.
• Attention to detail and empathy when working with clients’ circumstances.

Responsibilities

• Research on clients’ financial planning arrangements to meet their needs and objectives.
• Undertake investment portfolio analysis, including drawdown considerations.
• Verify periodical payments are calculated correctly and prepare reports.

Skills

Paraplanning

Financial analysis

Report writing

Teamwork

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future. 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 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 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.

• 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.

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. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual 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
• Paid volunteering days each year
• 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

Are you looking for a career in a dynamic and international environment? Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia