Administrator - Hybrid Role
4 days ago
This is a hybrid role
My client is one of the country’s top independent financial advisers. They are looking for Administrators that want to play a crucial part in improving peoples’ lives.
THE ROLE
The key function of the role is to deliver an efficient and effective support service to specialist Advisers, while providing an excellent service to clients and solicitors. You will be providing full end to end administrative support to PICOP Advisers alongsidesupporting clients who may have sustained severe, life changing injuries thus empathy, compassion and patience is key.
If you’re the right kind of Administrator you’ll find a company: - 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 ofthat
- 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 effectivediary 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 - A minimum of 1 years’ experience within an administration role, preferably within the Financial Services industry - Good communication skills, both verbal and written, with theability 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
This is a fantastic opportunity to join a specialist team who offer development and progression
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