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.