At a Glance
- Tasks: Research and analyse financial strategies for clients, ensuring their needs are met.
- Company: Join Chase de Vere, an award-winning independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, competitive salary, and a contributory pension scheme.
- Other info: Be part of a dynamic team that values collaboration and personal growth.
- Why this job: Make a real impact in clients' lives while growing your career in a nurturing environment.
- Qualifications: Minimum 2 years as a paraplanner with financial planning qualifications.
The predicted salary is between 35000 - 45000 £ 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.
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 YOU WILL NEEDTechnical 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 YOUR ROLE WILL INVOLVEOur 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, assess their exposure to risk and update their financial strategy to reflect their changing circumstances.
- 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.
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.
PICOP Paraplanner in London employer: Swiss Life
Chase de Vere is an exceptional employer that prioritises the professional growth and well-being of its employees. With a supportive work culture, comprehensive training programmes, and a commitment to recognising contributions, employees are empowered to thrive in their careers while making a meaningful impact in the financial advice sector. Located in a dynamic environment, our PICOP paraplanners benefit from competitive salaries, generous leave policies, and a range of flexible benefits tailored to individual needs.
StudySmarter Expert Advice🤫
We think this is how you could land PICOP Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Chase de Vere on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge and recent market trends. We want to see that you're not just qualified but also genuinely interested in the financial planning world.
✨Tip Number 3
Showcase your teamwork skills! During interviews, share examples of how you've collaborated with others in past roles. At Chase de Vere, we value those who can work well with a team, especially in high-pressure situations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our awesome team.
We think you need these skills to ace PICOP Paraplanner in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience as a paraplanner. We want to see how your skills align with the specific requirements of the PICOP role at Chase de Vere.
Showcase Your Technical Knowledge:Since technical knowledge is key for this position, don’t shy away from mentioning your financial planning qualifications and any relevant experience. We’re keen to see how you can contribute to our team’s expertise.
Emphasise Teamwork and Empathy:Given the sensitive nature of our clients' circumstances, it’s important to demonstrate your ability to work collaboratively and show empathy. Share examples of how you've supported your team in challenging situations.
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’re considered for this exciting opportunity at Chase de Vere!
How to prepare for a job interview at Swiss Life
✨Know Your Stuff
Make sure you brush up on your financial planning qualifications and technical knowledge. Be ready to discuss your experience as a paraplanner, especially any complex cases you've handled. This shows you're not just qualified but also passionate about the role.
✨Show Your Team Spirit
Chase de Vere values teamwork, so be prepared to share examples of how you've collaborated with colleagues in the past. Highlight instances where you've gone above and beyond to support your team, especially in high-pressure situations.
✨Empathy is Key
Given the sensitive nature of the clients you'll be working with, it's crucial to demonstrate your empathy and compassion during the interview. Share stories that showcase your ability to connect with clients and understand their unique circumstances.
✨Attention to Detail Matters
In a fast-paced environment like this, attention to detail is vital. Be ready to discuss how you ensure accuracy in your work, whether it’s through double-checking reports or maintaining compliance with regulations. This will show that you take your responsibilities seriously.
