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PICOP Paraplanner

Locations -

Nationwide

Being a PICOP Paraplanner at Chase de Vere

Being one of the country’s top Independent Financial Adviser firms is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for paraplanners who thrive on making a positive impact on people’s lives. We work at pace but as one team.

The PICOP (Personal Injury and Court of Protection) Team create truly independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases and on behalf of other potentially vulnerable individuals.

The Role

You will prepare written advice and provide technical research services to the PICOP Advisers in order to assist them in the delivery of advice and ongoing services to prospective, new and existing clients.

You will be responsible for researching, analysing and compiling investment reports for new and existing clients and annual review reports to the highest standards, in conjunction with the PICOP Advisers and Senior PICOP Paraplanners, ensuring compliance with Business Quality Standards at all times.

What's In It For You?

If you’re the right kind of paraplanner 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 is going from strength-to-strength every year, and want you to be a part of that
  • A team that is trusted by 2000+ clients, with approximately 8 new trusts being added per month

Responsibilities

  • Complete all new business proposals, client reviews and investment reports in line within the agreed service standards.
  • Using Chase de Vere’s internal research and advice tools, undertake research and analysis on a client’s financial planning arrangements, both existing and recommended.
  • Prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
  • Undertake investment portfolio analysis, which includes areas such as drawdown analysis and verifying periodical payments have been calculated correctly by the Defendants.

Experience & Skills

  • Be striving towards the Level 4 Diploma in Financial Planning
  • An understanding of the legal areas and litigation process in PICOP matters would be advantageous
  • To possess an understanding of the compliance framework and business quality requirements, including TCF, would be an advantage
  • The ability to demonstrate empathy and compassion when dealing with vulnerable clients is crucial
  • Good interpersonal skills, with the ability to work well within a team environment, and build effective working relationships both internally and externally
  • Good organisational and administrative planning skills, highly numerate, with excellent attention to detail

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

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