Senior Paraplanner – PICOP
The key purpose of the role is to prepare written advice and provide technical research services to the Personal Injury and Court of Protection (PICOP) Advisers in order to assist them in the delivery of advice and ongoing services to prospective, new and existing clients.
The role holder 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 Paraplanners, in order to assist with the achievement of business targets while ensuring compliance with Business Quality Standards at all times.
The Senior PICOP Paraplanner will work closely with the PICOP Paraplanning team and will be responsible for overseeing workflow and for the allocation of paraplanning work within the team.
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