PICOP Administrator

Swiss Life Global Solutions Bury, Vereinigtes Königreich

Gepostet vor 1 Tag Festanstellung Competitive

PICOP Administrator

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.

Being one of the country's top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for PICOP (Personal Injury and Court of Protection) Administrators that want to play a crucial part in improving peoples' lives. We work at pace but as One Team.

THE ROLE

The key function of the role is to deliver an efficient and effective support service to our PICOP Adviser, while providing an excellent service to our clients and solicitors.

You will be providing full end to end administrative support to our PICOP Advisers alongside supporting our clients who may have sustained severe, life changing injuries thus empathy, compassion and patience is key.

WHAT YOU WILL NEED

If you're the right kind of administrator to join us, you'll find a company:

That wants you to be a success and will do everything we can to make it happen

That will invest heavily in your professional development and keep you at the leading edge of technology

That is going from strength-to-strength every year, and want you to be a part of that

That provides the reassurance and security of being an integral member of the Swiss Life Group

RESPONSIBILITIES

To provide a comprehensive administration service to the teams unique Personal Injury Trust Service.

To liaise with clients, ensuring all relevant Trust documentation is issued correctly.

To produce the relevant paperwork for the client, on behalf of the Adviser, including, quotations, illustrations valuations and client reports.

To process new business documentation

To accurately facilitate client requests regarding withdrawals, income and tax queries

To carry out efficient and effective diary management for the PICOP Advisers.

To act as the point of contact for all new enquires from Clients, Solicitors and Barristers.

EXPERIENCE & SKILLS

Qualified to A-Level standard or equivalent essential

Experience within an administration role, preferably within the Financial Services industry

Good communication skills, both verbal and written, with the ability to instil confidence

Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload

Excellent attention to detail

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: