PICOP Administrator

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 effective diary 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
• 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
• By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual 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
• Paid volunteering days each year
• 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
• By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
• Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits: