Trust Administrator

Zoek Pin Bury - This Area Only

24000.0000 - 26000.0000

Permanent (Full time)

Posted 28 days ago

My client is a market leading organisation who are continuing to grow due to their ongoing success. As part of their growth plans they have an exciting opportunity for an Administrator to join their specialist team in Bury.

Job Purpose:

To assist in the provision of a complete administration service for 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 . investment companies and accountants. To adhere to strict Personal Injury Trust, FCA, HMRC and DWP regulations and internal policy and procedure.

Job Context:

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.

Key Dimensions:

To provide support for the PICOP Advisers.

Dealing with new referrals.

Dealing with Trusts.

Key Accountabilities:

Business Processing/Advisor Support

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 liaise with third parties (banks, solicitors, benefit agencies, HMRC), acting as the contact for on-going queries including client support with benefit and HMRC queries.

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 in accordance with the agreed service and quality standards. To incorporate the issuing and chasing payment of invoices.

Through the DFMs, to efficiently and accurately facilitate client requests regarding withdrawals, income and tax queries and to ensure the quarterly fee statements are received on time.

To ensure that the information on the database is accurate and up to date.

To carry out efficient and effective diary management for the PICOP Advisers.

Client Service

To act as the point of contact for all new enquires from Clients, Solicitors and Barristers.

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.

Communication

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.

Impact and Influence

To provide support for ad-hoc projects and research relevant to the PICOP team.

Event Coordination

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.

Experience:

  • 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

Knowledge:

  • 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

Skills:

  • 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

The role offers progression opportunities within a professional and supportive working environment

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