At a Glance
- Tasks: Conduct financial research and analysis to support clients in personal injury cases.
- Company: Leading independent financial planning firm with a supportive team culture.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Fast-paced role with opportunities for growth and teamwork.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: 2+ years in paraplanning and progress towards Level 4 Diploma in Financial Planning.
The predicted salary is between 35000 - 40000 £ per year.
A leading independent financial planning firm is seeking an experienced PICOP Paraplanner to join its specialist team supporting individuals, trustees, and deputies involved in personal injury and clinical negligence cases. Working closely with advisers, you will provide detailed financial research, technical analysis, and report writing across a broad range of complex client cases. The role offers the opportunity to further develop technical expertise within a highly supportive and collaborative paraplanning environment.
Key Responsibilities
- Conduct research on existing and recommended financial planning arrangements to ensure client objectives are met.
- Undertake investment portfolio analysis, including drawdown analysis.
- Verify periodical payments and associated calculations.
- Prepare Trust reports and annual review reports within agreed timescales.
- Compile investment, pension, and protection illustrations and associated documentation.
- Produce technical suitability reports and client communications.
- Ensure all client files remain compliant with FCA regulations and internal procedures.
- Support advisers with ongoing financial strategy reviews and annual client servicing.
Requirements
- Minimum of 2 years’ experience in a paraplanning role.
- Progression towards or completion of the Diploma in Regulated Financial Planning (Level 4).
- Strong technical knowledge across pensions, investments, and protection.
- Excellent report writing and analytical skills.
- Ability to manage complex workloads within a fast-paced environment while maintaining exceptional attention to detail.
- Strong teamwork and collaboration skills.
- Empathy and professionalism when dealing with sensitive client circumstances.
PICOP Paraplanner: Expert Research & Reports in Manchester employer: Eden Rose
Join a leading independent financial planning firm in Manchester, where you will thrive in a supportive and collaborative environment dedicated to professional growth. With competitive salaries and a focus on employee development, this role as a PICOP Paraplanner offers the chance to enhance your technical expertise while making a meaningful impact on clients' lives. Experience a workplace culture that values teamwork, empathy, and excellence in service delivery.
StudySmarter Expert Advice🤫
We think this is how you could land PICOP Paraplanner: Expert Research & Reports in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with personal injury and clinical negligence cases. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best reports and analyses to showcase your technical expertise. When you get an interview, bring it along to demonstrate your capabilities and attention to detail.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses, especially around complex financial topics. This will help you feel more confident and articulate during the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace PICOP Paraplanner: Expert Research & Reports in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the PICOP Paraplanner role. Highlight your experience in financial planning, especially any work related to personal injury and clinical negligence cases. We want to see how your skills match what we're looking for!
Show Off Your Report Writing Skills:Since report writing is a key part of this job, include examples of your previous reports or analyses. If you can, share how your reports have helped clients achieve their financial goals. This will show us you're the right fit for our team!
Be Clear and Concise:When filling out your application, keep it clear and concise. Use bullet points where possible and avoid jargon unless it's relevant. We appreciate straightforward communication, so make it easy for us to see your qualifications!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about StudySmarter and what we stand for!
How to prepare for a job interview at Eden Rose
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and protection. Be ready to discuss specific cases or scenarios where you've applied this knowledge in your previous roles.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of reports you've written in the past. Bring along samples that highlight your analytical skills and attention to detail, as these will be crucial for the interview.
✨Demonstrate Team Spirit
This role requires strong teamwork and collaboration skills. Think of examples where you've worked effectively within a team, especially in high-pressure situations. Be ready to share how you support colleagues and contribute to a positive work environment.
✨Empathy is Key
Given the sensitive nature of the clients you'll be working with, it's important to convey empathy and professionalism. Prepare to discuss how you've handled sensitive client circumstances in the past and how you ensure compliance while maintaining a supportive approach.
