PICOP Administrator

Swiss Life; Bury; On-site; GBP 22,000 - 28,000; Full time

Benefits offered by this job

25 days annual leave

Contributory pension scheme

Life assurance - 4 x annual salary

Induction and training programme

Exams funded and study leave

Cycle to work scheme

Volunteering days

Job summary

Chase de Vere, part of the Swiss Life Group, seeks a PICOP Administrator to deliver comprehensive administrative support to PICOP Advisers and clients. This role requires empathy, attention to detail and a proactive approach to handling complex personal injury and court of protection cases.

You will manage diary tasks, liaise with clients and solicitors, and prepare relevant documentation and reports while supporting a busy advisory team.

Qualifications

• A-Level standard or equivalent is essential.
• Experience in an administration role, preferably in Financial Services.
• Strong written and verbal communication with attention to detail.

Responsibilities

• Provide end-to-end administrative support to PICOP Adviser.
• Liaise with clients and solicitors to ensure Trust documentation is issued.
• Prepare quotations, illustrations, valuations and client reports.

Skills

A-Level standard

Financial Services experience

Strong communication

Planning & organisation

Attention to detail

Education

A-Level or equivalent

Job description

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

• 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:

• 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

Are you looking for a career in a dynamic and international environment? Within the International divison of Swiss Life, we are looking for self-determined individuals ready to unleash their talent and shape their career. We have offices in ten countries under four brands. Check out below to discover more about them! With its two business lines, Swiss Life Global Solutions offers a broad range of tailored cross-border life insurance solutions to wealthy individuals (Global Private Wealth Solutions) and to international companies (Global Employee Benefits Solutions). Swiss Life Global Solutions operates in Luxembourg, Liechtenstein, Zurich and Singapore. Follow us on LinkedIn elipsLife is an insurance company for institutional clients (B2B business). We focus on insurance products that cover the financial consequences of illness and accidents. At the forefront of our activities are occupational and private pension provision for death and disability risks. Our clients are companies, collective foundations, pension funds and associations. We are present in Italy, Liechtenstein, the Netherlands and Switzerland. Follow us on LinkedIn With offices across the UK and more than 200 professional advisers, Chase de Vere is one of the country's leading independant financial advisers. It covers a wide range of services, including pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education. Follow us on LinkedIn Swiss Life Select is specialised in financial planning for private households and the brokerage of financial products. In Austria, Czech Republic and Slovakia, Swiss Life Select accompanies its clients in all situations and supports them in leading a self-determined life. Follow us on LinkedIn: Swiss Life Select Austria Swiss Life Select Czech Republic Swiss Life Select Slovakia