PICOP Paraplanner

Swiss Life Group; Greater 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

Flexible benefits

Additional holiday days

Cycle to work

Volunteer days

Employee Assistance Programme 24/7

Mortgage service access

Employee Forum & Diversity Inclusion

Charity events

Job summary

Chase de Vere is seeking a paraplanner to join our PICOP team delivering independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases. You will work closely with advisers and the paraplanning management team to develop your skills.

You will research and analyse client financial planning arrangements, produce reports, and support annual reviews while maintaining strict FCA compliance and high attention to detail.

Qualifications

• Have several financial planning (R0) qualifications and progress toward the Diploma in Regulated Financial Planning.
• Minimum 2 years' paraplanning experience.
• Teamwork and collaboration are essential.
• Empathy and compassion for clients.
• Ability to work in a fast-paced environment with high attention to detail.

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.
• Prepare Personal Injury Trust reports and Trust reviews.
• Compile investment, pension and protection illustrations and projections.
• Write technical suitability reports and client service letters.
• Ensure client files comply with FCA regulations and internal policies.

Skills

R0 qualifications

Teamwork

Attention to detail

Empathy

Fast-paced work

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.

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.

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