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 competitive salary, annual bonus, birthday off, and flexible benefits.
- 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 2 years of paraplanning experience.
The predicted salary is between 35000 - 45000 £ 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
- Preparing recommendations and reviewing clients’ finances on an annual basis.
- Assessing clients' exposure to risk and updating their financial strategy to reflect changing circumstances.
- Conducting research on clients’ financial planning arrangements, both existing and recommended.
- Undertaking investment portfolio analysis, including areas such as drawdown analysis.
- Verifying periodical payments have been calculated correctly by the Defendants.
- Preparing 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; you must 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; you should have worked as a paraplanner for a minimum of 2 years.
- Teamwork and collaboration are vitally important; 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.
- 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.
PICOP Paraplanner employer: Chase de Vere
Chase de Vere is an exceptional employer that prioritises employee growth and well-being, offering a nurturing culture where paraplanners can thrive. With comprehensive training programmes, funded exams, and a supportive team environment, you will have the opportunity to develop your skills while making a meaningful impact on clients' lives. Enjoy a range of benefits including an annual bonus, additional holiday options, and community volunteering days, all within a company that values empathy and collaboration.
StudySmarter Expert Advice🤫
We think this is how you could land PICOP Paraplanner
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience. Share specific examples of how you've tackled complex cases or contributed to team success. We want to see your passion for paraplanning shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and think about how your skills align with their needs. We recommend preparing some thoughtful questions to ask them too – it shows you’re genuinely interested in the role.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace PICOP Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the PICOP Paraplanner role. Highlight your technical knowledge, paraplanning experience, and any relevant qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background aligns with our values at StudySmarter. Don’t forget to mention your teamwork skills and attention to detail!
Showcase Your Research Skills:Since the role involves a lot of research and analysis, include examples in your application that demonstrate your ability to conduct thorough market research and write detailed reports. We want to see your analytical side!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Chase de Vere
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Familiarise yourself with market trends, investment portfolio analysis, and the specifics of personal injury and clinical negligence cases. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Empathy
Given the sensitive nature of the clients you'll be working with, it's crucial to demonstrate empathy and compassion during your interview. Share examples from your past experiences where you've successfully navigated challenging situations with clients, highlighting your ability to connect on a personal level.
✨Team Player Vibes
Collaboration is key in this role, so be prepared to discuss how you've worked effectively within a team. Bring up specific instances where you've supported colleagues or contributed to group projects, showcasing your teamwork skills and willingness to go above and beyond.
✨Attention to Detail Matters
In paraplanning, every detail counts. During the interview, emphasise your meticulous approach to work. You could mention how you ensure compliance with FCA regulations and internal policies, or how you double-check your reports for accuracy before submission. This will reassure them that you can handle the complexities of the role.
