At a Glance
- Tasks: Lead and develop administration and paraplanning teams for operational excellence.
- Company: Award-winning financial advice firm focused on personal growth and client success.
- Benefits: Competitive salary, 25-30 days leave, pension scheme, and paid study leave.
- Other info: Join a supportive culture with excellent career growth opportunities.
- Why this job: Shape the future of financial services while making a real impact.
- Qualifications: Significant operational leadership experience in financial services and strong stakeholder management skills.
The predicted salary is between 56700 - 69300 £ per year.
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
At Chase de Vere, we value excellence, integrity, and personal growth.
Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised.
If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere.
Together, we help clients achieve financial security and peace of mind for the future.
Focused, collaborative and driven.
Our PICOP Operations Manager will be responsible for leading and developing our administration and paraplanning teams, bringing them together within a consistent and high-performing operational model.
This is a newly created role with the opportunity to shape the future of the PICOP function.
As the senior operational leader, you will be responsible for driving operational excellence, ensuring service quality, building team capability and creating a culture of accountability and continuous improvement across multiple locations.
At Chase de Vere, we will give you the platform to lead a specialist function supporting advisers who work with Personal Injury and Court of Protection clients.
Our dedicated team offers tailored financial advice throughout every stage of the claims process - pre-settlement, at settlement, and post-settlement - helping to ensure that clients can make informed decisions to secure their financial future.
WHAT YOUR ROLE WILL INVOLVE
The PICOP Operations Manager will provide leadership and oversight across administration and paraplanning teams located in Bury and London.
Working closely with advisers, Central Services, Compliance and Quality Assurance teams, you will ensure the function delivers a consistent, scalable and efficient service that supports both clients and advisers.
- Your day-to-day role
- Lead the operational delivery of the PICOP function, ensuring a high-quality and efficient service for advisers and clients.
- Establish clear governance, service standards and processes to support consistent delivery and strong outcomes.
- Monitor performance, manage capacity and oversee operational risk to ensure the function operates effectively.
- Build strong relationships with advisers and stakeholders to enhance the overall client and adviser experience.
- Lead, develop and coach managers and teams, fostering a culture of collaboration, accountability and continuous improvement.
- Drive operational change and process improvements to support the ongoing growth and success of the function.
- Ensure operational resilience through effective resource planning, knowledge sharing and team development.
- WHAT YOU WILL NEED
- Significant operational leadership experience within wealth management, financial planning or a regulated financial services environment.
- Proven experience leading and developing operational, administration or paraplanning teams.
- Strong understanding of service delivery, performance management and resource planning.
- Experience using data and MI to drive decision-making and continuous improvement.
- Proven ability to lead change and implement new ways of working.
- Excellent stakeholder management skills, working effectively across teams and locations.
- Strong commercial awareness, with a focus on service quality, risk management and client outcomes.
- Ability to thrive in a fast-paced environment while building positive relationships with colleagues and stakeholders.
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.
Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance - 4 x annual 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
- Paid volunteering days each year
- 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 Operations Manager in London employer: Swiss Life
Chase de Vere, part of Swiss Life, is an excellent employer that prioritises employee growth and development within a supportive work culture. Located in a dynamic environment, we offer competitive benefits and a collaborative atmosphere where you can take ownership of your role, ensuring meaningful contributions to our clients and the team.
StudySmarter Expert Advice🤫
We think this is how you could land PICOP Operations Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swiss Life. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace PICOP Operations Manager in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swiss Life.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swiss Life's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swiss Life
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swiss Life.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swiss Life will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swiss Life employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
