PICOP Operations Manager

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