PICOP Paraplanner — Independent Financial Planning & Research

Swiss Life; Greater London; Híbrido; GBP 40.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

25 days annual leave

Pension scheme

Life assurance – 4x salary

Induction and training programme

Exams funded & study leave

Work-life benefits package

Descripción de la vacante

Chase de Vere is inviting applications for a PICOP paraplanner based in London. The role supports senior advisers, delivering independent financial strategies for personal injury and clinical negligence cases.

A strong technical foundation and an eye for detail are essential. Ideal candidates will have at least 2 years in paraplanning and be progressing towards their Diploma in Regulated Financial Planning, with several R0 qualifications.

Formación

• Minimum 2 years' paraplanning experience.
• Teamwork and collaboration are essential.
• Empathy and attention to detail when handling sensitive client cases.

Responsabilidades

• Conduct research on clients' financial planning arrangements to meet needs and objectives.
• Perform investment portfolio analysis including drawdown assessments.
• Verify periodic payments calculated by defendants and prepare PI Trust reports.
• Compile investment, pension, and protection illustrations and associated docs.
• Write technical suitability reports and client service letters, ensuring FCA compliance.

Descripción del empleo

Chase de Vere is inviting applications for a PICOP paraplanner based in London. The role supports senior advisers, delivering independent financial strategies for personal injury and clinical negligence cases.

A strong technical foundation and an eye for detail are essential. Ideal candidates will have at least 2 years in paraplanning and be progressing towards their Diploma in Regulated Financial Planning, with several R0 qualifications.