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