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Senior Paraplanner – PICOP

Locations -

London

THE ROLE

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.

RESPONSIBILITIES

  • Oversee the workflow within the team, including the allocation of Paraplanning work
  • Assist in the training of PICOP Paraplanner team members.
  • Develop and maintain expert knowledge and understanding of the PICOP business, opportunities, challenges and market environment.
  • Develop and maintain a comprehensive understanding of Chase de Vere company advice standards, processes and policieS
  • Assist with the implementation of new processes and policies within the PICOP team.
  • To complete all client reviews and investment reports in line within the agreed service standards.
  • To complete new business proposals in a timely fashion and to the high standards required.
  • 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.
  • To prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
  • To undertake investment portfolio analysis which includes areas such as drawdown analysis and verifying periodical payments have been calculated correctly by the Defendants.
  • To answer queries from both clients and solicitors, responding within a reasonable timeframe.
  • To contribute to ad-hoc projects and tasks, when required

EXPERIENCE AND SKILLS

Knowledge

  • Diploma in Financial Planning
  • Ideally working towards the Advanced Diploma in Financial Planning
  • An understanding of the legal areas and litigation process in PICOP matters would be an advantage
  • Good knowledge of various advice and research tool, including financial express and asset allocation spread sheets
  • To possess a good understanding of the compliance framework and business quality requirements, including TCF
  • To demonstrate a good understanding of the Financial Services Industry, products and services.

Experience

  • A legal background and/or direct experience within the Personal Injury environment would be a distinct advantage
  • Investment experience, in particular Discretionary Fund Management.
  • Experience of managing a small team
  • Experience of overseeing the workflow and allocating work within a team
  • Experience of undertaking complex financial planning reports
  • Experience of working with vulnerable adults would be an advantage
  • Experience of working within a high pressure, professional environment
  • Experience of contributing to projects within a regulatory environment
  • Experience of training and mentoring more junior team members

 Skills

  • The ability to demonstrate empathy and compassion when dealing with vulnerable clients
  • Good interpersonal skills
  • Good personal organisational and administrative planning skills
  • Highly numerate
  • Excellent attention to detail
  • Proven ability to work on own initiative
  • The ability to work well within a team environment and build effective working relationships both internally and externally

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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