PICOP Paraplanner: Independent Financial Strategy Researcher

Swiss Life

Bury

On-site

GBP 32,000 - 46,000

Full time

14 days+

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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

Mortgage service access

Diversity & Inclusion group

Company charity events

Job summary

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 paraplanning team supports advisers in delivering independent strategies for personal injury and clinical negligence cases, backed by experienced management and development support. As a paraplanner, you will research market trends, analyse data, and produce high-quality reports while

Qualifications

Experience in paraplanning roles is essential.
Active involvement in preparing financial research and recommendations.

Responsibilities

Conduct research on clients' financial planning arrangements to meet needs and objectives.
Undertake investment portfolio analysis including drawdown considerations.
Verify periodical payments have been calculated correctly.
Prepare Personal Injury Trust reports and Trust review reports.
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.