Picop Paraplanner

**The Role**: PICOP Paraplanner

**Location**: London

Our Client is one of the country’s top Independent Financial Adviser firms and they are looking for a PICOP Paraplanner to join their team.You will prepare written advice and provide technical research services to the PICOP Advisers to assist them in thedelivery of advice and ongoing services to prospective, new, and existing clients.You will be responsible for researching, analysing and compiling investment reports for new and existing clients and annual review reports to the highest standards, in conjunctionwith the PICOP Advisers and Senior PICOP Paraplanners, ensuring compliance with Business Quality Standards at all times.

**Responsibilities**
- Complete all new business proposals, client reviews and investment reports in line within the agreed service standards.
- Using the Company’s internal research and advice tools, undertake research and analysis on a client’s financial planning arrangements, both existing and recommended.
- Prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
- Undertake investment portfolio analysis, which includes areas such as drawdown analysis and verifying periodical payments have been calculated correctly by the Defendants.

**Experience & Skills**
- Be striving towards the Level 4 Diploma in Financial Planning
- An understanding of the legal areas and litigation process in PICOP matters would be advantageous
- To possess an understanding of the compliance framework and business quality requirements, including TCF, would be an advantage
- The ability to demonstrate empathy and compassion when dealing with vulnerable clients is crucial
- Good interpersonal skills, with the ability to work well within a team environment, and build effective working relationships both internally and externally
- Good organisational and administrative planning skills, highly numerate, with excellent attention to detail