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IFA Administrator

2 months ago

Bury, Borough of Bury, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time
About the Role

We are seeking a highly skilled PICOP Administrator to join our team at Chase De Vere Independent Financial Advisers Limited. As a key member of our team, you will play a vital role in supporting our clients with their personal injury and court of protection needs.

Key Responsibilities
  • Provide exceptional administrative support to our PICOP team, ensuring seamless day-to-day operations.
  • Manage and maintain accurate records, files, and databases related to client cases.
  • Develop and maintain strong relationships with clients, stakeholders, and internal teams.
  • Contribute to the development and implementation of business strategies and processes.
Requirements

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills.
  • Strong organizational and time management skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office and other relevant software applications.
What We Offer

As a valued member of our team, you can expect:

  • A competitive salary range of £24K - £27K, dependent on experience.
  • A hybrid working arrangement, allowing you to balance work and personal life.
  • Ongoing training and development opportunities to enhance your skills and career.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.