Trust Administrator

2 weeks ago

Bury, United Kingdom Resource Matters Ltd Full time

My client is a market leading organisation who are continuing to grow due to their ongoing success. As part of their growth plans they have an exciting opportunity for an Administrator to join their specialist team in Bury.

**Job Purpose**:
To assist in the provision of a complete administration service for Advisers, within the Personal Injury and Court Of Protection Team (PICOP).Working with the lead Administrator and Paraplanners to support and assist the Advisers in the procurement and processingof new business and the servicing of existing Clients, solicitors and related third parties i.e. investment companies and accountants. To adhere to strict Personal Injury Trust, FCA, HMRC and DWP regulations and internal policy and procedure.

**Job Context**:
The PICOP team are based in the Bury office and provide specialist financial advice to solicitors and Clients within the Personal Injury and Court of Protection arena. They are one of only a small number of specialist teams within the industry.

This role will work closely with the broader team, and alongside the Paraplanners to support the PICOP Advisers.

The key function of the role is to deliver a proactive, efficient support service to the Adviser while providing an excellent service to Clients, Solicitors, Barristers and the Court Funds (within the courts). The role holder will be in frequent communicationwith Clients (their families and legal representatives) who may have sustained severe or life-changing injuries and who must be handled with empathy and patience at all times.

**Key Dimensions**:
To provide support for the PICOP Advisers.

Dealing with new referrals.

Dealing with Trusts.

**Key Accountabilities**:
Business Processing/Advisor Support

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 liaise with third parties (banks, solicitors, benefit agencies, HMRC), acting as the contact for on-going queries including client support with benefit and HMRC queries.

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 in accordance with the agreed service and quality standards. To incorporate the issuing and chasing payment of invoices.

Through the DFMs, to efficiently and accurately facilitate client requests regarding withdrawals, income and tax queries and to ensure the quarterly fee statements are received on time.

To ensure that the information on the database is accurate and up to date.

To carry out efficient and effective diary management for the PICOP Advisers.

Client Service

To act as the point of contact for all new enquires from Clients, Solicitors and Barristers.

To assist with queries from Clients, Solicitors/Barristers and DFMs, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.

To proactively deliver a technical support and excellent client service in accordance with Personal Injury Trust, FCA, and HMRC regulations, as well as internal policy and procedures and company service standards.

Communication

To develop and maintain good working relationships with the Advisers, DFMs, Solicitors/Barristers, colleagues and management in order to provide an efficient and effective service to the Advisers and the Clients.

Impact and Influence

To provide support for ad-hoc projects and research relevant to the PICOP team.

Event Coordination

To assist in the coordination of Corporate events on behalf of the PICOP Advisers, to incorporate sourcing appropriate venues and facilities, collating speaker notes and seminar packs and liaising with marketing to organise inviting attendees and the provisionof Corporate gifts.

**Experience**:

- Proven experience within an administration role within the financial services industry
- Experience within a sales support role within financial services would be preferable, but not essential
- Experience of working with a wide range of Financial Services products

**Knowledge**:

- CFP or CFA is desirable. Or the equivalent experience within the industry
- A good understanding of Personal Injury Trusts is desirable
- Good knowledge of regulatory requirements
- A good understanding of investments
- Good knowledge of Microsoft Office
- Educated to A level standard would be preferable

**Skills**:

- Excellent planning and organisational skills
- Strong work ethic
- Excellent communication skills, both oral and written
- Works well in a busy, changing and pressurised environment with strict timescales
- The ability to show great empathy with clients
- An excellent team player with an adaptable and flexible approach to work
- Accurate keyboard skills
- Good analytical skills

**The role offers progression opportunities within a professional and supportive working environment

  • Personal Injury

    2 weeks ago

    Bury, United Kingdom NJR Recruitment Full time

    **PERSONAL INJURY & TRUST ADMINISTRATOR** **LOCATION: BURY** **SALARY up to 25,000** Our Client are one of the Country's Leading IFA Firms offering high calibre, unconstrained Financial Advice across; Pensions, Estate Planning, Care Funding, and Wealth Management. " Providing a comprehensive administration service to the teams unique Personal Injury...

  • Personal Injury And Trust Administrator

    1 week ago

    Bury, United Kingdom NJR Recruitment Ltd Full time

    PERSONAL INJURY & TRUST ADMINISTRATORLOCATION: BURYSALARY: up to £28,000Our Client is one of the Country's Leading IFA Firms offering high calibre, unconstrained Financial Advice across Pensions, Estate Planning, Care Funding, and Wealth Management.Operating from 16 offices throughout the UK, our Client now has an opening for an Administrator to join their...

  • Administrator

    3 days ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    This is an exciting opportunity to provide comprehensive administrative support within a busy and dynamic Older peoples community mental health team based in the centre of Bury. This is a Band 3 full time position where the post holder will be expected to work Monday -Friday. To receive and deal with all incoming telephone calls and take messages as...

  • Trusts Solicitor

    2 weeks ago

    Bury St, Suffolk, United Kingdom Ashtons Legal LLP Full time

    Our Trusts and Tax Team Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds. The Role We are looking for a Solicitor with at least five years of...

  • Trusts Solicitor

    2 weeks ago

    Bury St, Suffolk, United Kingdom Ashtons Legal LLP Full time

    Our Trusts and Tax TeamOur highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HRMC compliance and dealing with the day-to-day requests from beneficiaries for funds.The Role We are looking for a Solicitor with at least five years of...

  • Trusts Solicitor

    2 weeks ago

    Bury St, Suffolk, United Kingdom Ashtons Legal LLP Full time

    Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HMRC compliance, and dealing with the day-to-day requests from beneficiaries for funds.The RoleWe are looking for a Solicitor with at least five years of post-qualification experience...

  • Trusts Solicitor

    5 hours ago

    Bury St, Suffolk, United Kingdom Ashtons Legal LLP Full time

    Our highly regarded specialist team works with clients on all aspects of the administration of trusts. Our team removes the stress of completing annual accounts, tax returns, HMRC compliance, and dealing with the day-to-day requests from beneficiaries for funds.The RoleWe are looking for a Solicitor with at least five years of post-qualification experience...

  • Administrative Officer

    1 week ago

    Bury, United Kingdom Shaw Education Trust Full time

    Brookhaven is now looking to recruit for an Administrative Officer to join their team. We are seeking to appoint an experienced Administrative Officer to work in the Admin Team within our specialist school. The main purpose of the role is to work under the instruction/guidance of senior staff to undertake administrative, financial and organisational...

  • Quality Administrator

    2 weeks ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    **Service/Ward/Department Summary**: The Quality Administrator will be based in Bury and will report to the Head of Quality for Bury. This is an exciting opportunity to work with Pennine Care NHS Foundation Trust Quality Governance team as a Quality Administrator within a friendly and growing organisation. **Role Summary**: An exciting opportunity has...

  • Mental Health Law Administrator

    3 days ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    An opportunity has arisen in the Mental Health Law Team at Fairfield General Hospital for a highly motivated, hard working and reliable individual to undertake administrative duties in relation to the Mental Health Act, Mental Capacity Act and Deprivation of Liberty Safeguards. Applicants will have a strong clerical/secretarial/administrative background...

  • Administration Assistant

    2 weeks ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    Bury Medical Administration Assistant Permanent post/ AFC band 3 21.25 hours per week. You will support the administration of doctor's rotas including Agency booking request and support the administration in relation to.appraisal, job planning etc. You will keep accurate records of leave for medical staff and record these appropriately. on ESR etc.. With...

  • Clinical Trials Administrator

    2 weeks ago

    Bury, United Kingdom Northern Care Alliance NHS Foundation Trust Full time

    As a Clinical Trials Administrator you will work closely with all members of the Stroke, Cardiovascular and Neurology Research Delivery Team, performing all aspects of administrative duties related to clinical trial delivery. You will work according to Good Clinical Practice (GCP), standard operating procedures (SOPs) and Trust policies.

  • Administrator

    1 week ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    We are seeking to recruit a highly motivated Administrator to work within our Neurodevelopmental Team at Bury CAMHS. The role of Administrator is to provide comprehensive admin support to the Neurodevelopmental team ensuring work is produced effectively and efficiently and in accordance with Trust standards, policies and procedures at all times. Post holder...

  • Safeguarding Team Administrator

    1 day ago

    Bury, United Kingdom Northern Care Alliance NHS Foundation Trust Full time

    The Childrens Safeguarding team are looking for a dynamic, friendly, organised Administration Assistant to work alongside the current team. You will be required to ensure the provision of a comprehensive administration service to the Childrens Safeguarding Team. The Childrens Safeguarding team is an extremely busy team and the work is varied and interesting....

  • Patient Flow Hub Administrator

    1 week ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    To provide efficient and effective administrative support to the Patient Flow Hub. To undertake the administration support as directed by the team. To ensure high standards are maintained at all times and that work is produced effectively and efficiently in accordance with the Trust’s policies and procedures - To undertake the comprehensive...

  • Administration Support for Tna/preceptorship

    7 days ago

    Bury, United Kingdom Northern Care Alliance NHS Foundation Trust Full time

    To provide a high level of administrative and clerical support to the Trust’s TNA and Preceptorship team. Work closely with all members of the Trainee Nursing Associate (TNA) and Preceptorship team to ensure that training and development programmes within the Trust are run efficiently, effectively, to a consistently high standard and in a way that...

  • Clinical Trials Administrator

    3 days ago

    Bury, United Kingdom Northern Care Alliance NHS Foundation Trust Full time

    As a Clinical Trials Administrator you will work closely with all members of the Stroke, Cardiovascular and Neurology Research Delivery Team, performing all aspects of administrative duties related to clinical trial delivery. You will work according to Good Clinical Practice (GCP), standard operating procedures (SOPs) and Trust policies. Research &...

  • Team Administrator

    12 hours ago

    Bury, United Kingdom Pennine Care NHS Foundation Trust Full time

    To provide efficient and effective administration support to the Mental Health Liaison Team. To undertake the administration of all referrals received into the team. To ensure high standards are maintained at all times and that work is produced effectively and efficiently in accordance with the Trust’s policies and procedures. - To undertake the...

  • Trusts and Tax Associate

    2 weeks ago

    Bury St. Edmunds, United Kingdom Hawk 3 Talent Solutions Full time

    **Trusts and Tax Associate** **Bury St Edmunds IP33** **£25,000 - £40,000 per annum** Permanent role Hybrid or Office based. Hawk 3 Talent Solutions are looking for qualified or part qualified Trust and Tax Associate to join a company based in Bury St Edmunds. **Hours**: 37.5 hours a week Monday to Friday Earliest start is 8am, Latest start is 9.30am...

  • Executive Assistant

    2 weeks ago

    Bury St. Edmunds, United Kingdom West Suffolk NHS Foundation Trust Full time

    Do you have experience of working Executive Assistant? Can you work at pace and demonstrate an enthusiastic, proactive approach to managing your ever-changing priorities? If so, we'd love to hear from you. We are a small, enthusiastic, and supportive team who work closely together in the support of the Trust's Board of Directors. Our ideal applicant will be...