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PICOP Adviser

Locations -

London, Manchester

BEING A PERSONAL INJURY AND COURT OF PROTECTION ADVISER AT CHASE DE VERE

Being one of the country’s top independent financial advisers is no mean feat. Our independence is key to everything we do and we believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for Personal Injury and Court of Protection (PICOP) advisers who thrive on making a positive impact on people’s lives. You may be an existing Personal Injury adviser, a ‘traditional’ financial adviser looking for a new challenge or a paraplanner working within a PICOP team who is looking for your next step, or perhaps you have worked in a legal environment and are now equipped with your Diploma in Financial Advice and ready to make a career move.

THE ROLE

You will provide holistic Independent Financial Advice to individuals, trustees and deputies in relation to personal injury and clinical negligence cases.

You will work closely with an experienced and hugely talented team of PICOP advisers, alongside our professional development and training team, to further enhance your skills enabling you to become a successful adviser at Chase de Vere.

Your clients are individuals who have faced some exceptionally challenging, often catastrophic, experiences which have impacted their lives significantly. Not only do we require knowledgeable individuals to join the team but also those who shows compassion, empathy and confidentiality at all times and who are focused on ensuring that their clients’ financial futures are secured.

WHAT'S IN IT FOR YOU?

If you’re the right kind of adviser to join us, you’ll find:

  • A company that wants you to be a success and will do everything we can to make it happen
  • A company that will invest heavily in your professional development and keep you at the leading edge of technology
  • A company that will give you the time to focus on advice and service, not get bogged down by administration
  • A company that will give you the freedom to do what’s best for your clients
  • A company which has a leading reputation within the PICOP arena
  • And a job role which can be incredibly rewarding, as your clients will be genuinely entrusting you with their financial futures.

RESPONSIBILITIES

  • Work with Senior Advisers and paraplanners with the following tasks
    • Investment Research and analysis
    • Preparation of investment planning reports/annual needs schedules/income schedules/Payment feasibility reports
    • Arranging client review reports
    • Responding to queries from clients, deputies and professional partners
  • Undertake regular fact-finding, presentations and service review meetings with clients
  • Strive to recognise new business opportunities and assist with the organisation of industry relevant events
  • Follow up on all enquiries in a timely manner
  • Ensure ongoing continuous professional development
  • Always putting your clients first

EXPERIENCE & SKILLS

  • Diploma Level 4 qualified as a minimum
  • Working towards the relevant Trust Qualifications (CII J02 or equivalent)
  • Proven track record working within a PICOP team or keen to develop knowledge and experience in this arena

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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