Personal Injury and Court of Protection (PICOP) Administrator
About the job
Our client are known as experts in their field and pride themselves on the reputation they have built over the past 50 years of business. They know they can’t achieve the great results they do without the right people.
They are currently looking to recruit, to join the team in their Bury office, a Personal Injury and Court of Protection (PICOP) Administrator. Liaising with clients who may have sustained severe life-changing injuries.
To assist in the provision of a complete administration service for the firms Financial 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 processing of 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.
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 communication with 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.
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.
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.
To provide support for ad-hoc projects and research relevant to the PICOP team.
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 provision of Corporate gifts.
In return there a starting salary of £20,000 - 26000 + Basic holiday entitlement of 25 days plus bank holidays (this increases with service and you can also buy extra days in our holiday purchase scheme)
- An extra day off on your birthday
- Participation in the Company’s Flexible Benefits Scheme
- Contributory Pension Scheme
- Death in Service - 4 x basic salary
- Training and professional qualification support
- Opportunities for career progression
- Rewards and Initiatives - Employee of the Quarter Scheme
- Annual conference is the event of the year
- Employee Assistance Programme - offering support to colleagues via telephone and online
Does this sound good to you? If so, we want to hear from you!
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
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
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
£20,000 - £26,000 per annum, negotiable
Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.
We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.
We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.
All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry. Please get in contact with us today.