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Financial Services Administrator

1 month ago

Bury, Borough of Bury, United Kingdom Chase de Vere Full time

Company Overview


We are a leading independent financial adviser, committed to delivering exceptional support services to our clients and solicitors.



About the Role


The successful candidate will be responsible for providing comprehensive administration services to our Personal Injury Trust Service, ensuring seamless communication with clients, solicitors, and barristers.



Key Responsibilities



  • To deliver an efficient and effective support service to our PICOP Adviser, while providing an excellent service to our clients and solicitors.
  • 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.


Requirements



  • A-Level standard or equivalent qualification essential
  • Experience within an administration role, preferably within the Financial Services industry
  • Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload
  • Good communication skills, both verbal and written, with the ability to instil confidence
  • Excellent attention to detail


What We Offer


In return for your expertise, we offer:



  • A competitive salary of approximately £30,000 per annum, with the 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