PICOP Administrator

Independent Financial Advisers Limited; Bury; Presencial; GBP 23 000 - 27 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Annual bonus

Birthday off

Life assurance

Induction training

Study leave

Cycle to work

Volunteer days

Employee helpline

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

A-Level

Administration experience

Communication skills

Organisational skills

Attention to detail

Formação académica

A-Level or equivalent

Descrição da oferta de emprego

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.

What your role will involve

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.

Your Day-to-day Role

• 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.

What you will need

• 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

What’s in it for you?

• Opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x 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
• Two paid volunteering days each year, to support your local community
• 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