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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.
Operating from 16 offices throughout the UK, our Client now has an opening for an Administrator to join their growing and established office in the Bury area. Specialising in Personal Injury & Court of Protection, the successful Candidate will form part of the Admin Team and will work closely with the 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. Duties will consist of;
" Providing a comprehensive administration service to the teams unique Personal Injury Trust Service
" Liaise with clients, ensuring all relevant Trust documentation is issued correctly
" Liaising with third parties acting as the contact for on-going queries
" Produce quotations, illustrations valuations and client reports
" Process new business
" Facilitate client requests regarding withdrawals, income and tax queries
" Act as the point of contact for all new enquires
" Assist with queries from Clients, Solicitors/Barristers and DFMs
" Proactively deliver a technical support and excellent client service in accordance with Personal Injury Trust, FCA, and HMRC regulations
Candidates applying for the role with offer experience within a Financial Services environment. Those also coming from a PI or COP background within a Law Firm who are keen to secure a new challenge will also be considered.
Career development is on offer and those who are keen to undertake the CII examinations will be fully encouraged and supported.
NJR 15683
