At a Glance
- Tasks: Research market trends and analyse financial strategies for clients in personal injury cases.
- Company: Join Chase de Vere, a supportive and innovative financial services firm.
- Benefits: Enjoy 25 days holiday, annual bonus, and flexible benefits tailored to you.
- Other info: Collaborative team environment with opportunities for professional growth and community support.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Must have financial planning qualifications and at least 2 years of paraplanning experience.
The predicted salary is between 49500 - 60500 £ per year.
Researching, analysing market trends and report writing, Chase de Vere PICOP paraplanners work closely with our advisers to deliver independent financial strategies for individuals, trustees, and deputies in relation to personal injury and clinical negligence cases.
Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.
Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, and some continuing their studies towards Chartered.
Whilst these qualifications are important, the role of a paraplanner requires so much more – the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.
What your role will involve
Our paraplanners are critical to our business and the work they do is hugely valued by our clients.
Alongside preparing recommendations, our paraplanners review our clients’ finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.
- Your day-to-day role
- Conducting research on clients’ financial planning arrangements, both existing and recommended, to ensure that the client’s needs and objectives are met.
- Undertaking investment portfolio analysis, which includes areas such as drawdown analysis
- Verifying periodical payments have been calculated correctly by the Defendants.
- Prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
- Compiling investment, pension and protection illustrations, projections and associated documentation.
- Writing technical and accurate suitability reports and client service agreement letters
- Ensuring client files comply with both FCA regulations and our internal policy and procedures.
- What you will need
- Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
- Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
- Teamwork and collaboration are vitally important within this role.
If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
- Given the sensitive nature of our clients circumstances, empathy and compassion are key components when working within the PICOP team.
- The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.
What’s in it for you?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
- Opportunity to earn an annual bonus
- 25 days holiday, plus bank holidays
- A day off for your birthday
- Life assurance – 4 x salary
- Comprehensive induction and training programme
- Funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work Scheme
- Two paid volunteering days each year, to support your local community
- Employee Assistance Programme with access to a 24/7 helpline
- Access to our free mortgage service, through our internal mortgage team
- Our Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities
- #J-18808-Ljbffr
PICOP Paraplanner employer: Chase de Vere Medical
Chase de Vere Medical is an exceptional employer located in the vibrant city of Manchester, offering a dynamic work environment where collaboration and compliance are at the forefront. With a strong emphasis on employee growth, we provide comprehensive training and development opportunities, ensuring that our team members thrive in their roles while delivering outstanding service to our clients. Join us to be part of a supportive culture that values your contributions and fosters meaningful professional relationships.
StudySmarter Expert Advice🤫
We think this is how you could land PICOP Paraplanner
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Chase de Vere Medical. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Chase de Vere Medical.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Chase de Vere Medical. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace PICOP Paraplanner
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Chase de Vere Medical and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Chase de Vere Medical how you can be a team player!
How to prepare for a job interview at Chase de Vere Medical
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Chase de Vere Medical.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Chase de Vere Medical's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
