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Administrator

Administrator

Chase De Vere Independent Financial AdvisersBury, Greater Manchester, UK
9 days ago
Job type
  • Full-time
Job description

Being one of the countrys top independent financial advisers is no mean feat. But, our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice.

We are looking for PICOP (Personal Injury and Court of Protection) Administrators that want to play a crucial part in improving peoples lives. We work at pace but as One Team.

What your role will involve

The key function of the role is to deliver an efficient and effective support service to our PICOP Adviser, while providing an excellent service to our clients and solicitors.

You will be providing full end to end administrative support to our PICOP Advisers alongside supporting our clients who may have sustained severe, life changing injuries thus empathy, compassion and patience is key.

Your day-to-day role :

  • 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 re...

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Administrator • Bury, Greater Manchester, UK

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