PICOP Admin: Compassionate Support for Injury Claims

Independent Financial Advisers Limited; Bury; Sur place; GBP 23 000 - 27 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Birthday off

Life assurance

Induction training

Study leave

Cycle to work

Volunteer days

Employee helpline

Résumé du poste

Independent Financial Advisers Limited is seeking a proactive PICOP Administrator to deliver efficient administrative support to PICOP Advisers and clients. You will handle end-to-end admin, liaise with clients and solicitors, and prepare essential paperwork including quotations and client reports.

The role emphasises empathy for clients with serious injuries, diary management, and being the go-to contact for enquiries, with a strong focus on accuracy and organisation.

Qualifications

• 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 workload management.
• Excellent attention to detail.

Responsabilités

• Provide comprehensive administration service to PICOP teams and advisers.
• Liaise with clients; ensure trust documents are issued correctly.
• Produce quotations, illustrations, valuations and client reports on behalf of the adviser.
• Process new business documentation and client requests (withdrawals, income, tax queries).
• Manage diaries for PICOP Advisers and act as primary contact for new enquiries.

Connaissances

A-Level

Administration experience

Communication skills

Organisational skills

Attention to detail

Formation

A-Level or equivalent

Description du poste

Independent Financial Advisers Limited is seeking a proactive PICOP Administrator to deliver efficient administrative support to PICOP Advisers and clients. You will handle end-to-end admin, liaise with clients and solicitors, and prepare essential paperwork including quotations and client reports.

The role emphasises empathy for clients with serious injuries, diary management, and being the go-to contact for enquiries, with a strong focus on accuracy and organisation.