Client Administrator

Being one of the country’s 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.

THE ROLE

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.

WHAT YOU WILL NEED

If you’re the right kind of administrator to join us, you’ll find a company:

• That wants you to be a success and will do everything we can to make it happen
• That will invest heavily in your professional development and keep you at the leading edge of technology
• That is going from strength-to-strength every year, and want you to be a part of that
• That provides the reassurance and security of being an integral member of the Swiss Life Group

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

WHAT'S IN IT FOR YOU?

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.

• A competitive salary with the opportunity to earn an annual bonus
• 25 days holiday, plus bank holidays
• A day off for your birthday
• Life assurance – 4 x 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
• Two paid volunteering days each year, to support your local community
• 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