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Report Writer Personal Injury and Court of Protection (PICOP)

Locations -

London, Bury

THE ROLE

This role will appeal to those who have experience working in the legal or financial sector and have offered administrative support in a fast-paced office environment.

You will work closely alongside our PICOP team, supporting our Advisers and providing excellent levels of customer service to our Clients, Solicitors, Barristers and Court Funds. You will be working with sensitive information and high levels of empathy, compassion and patience are required to support our clients who may have sustained severe or life changing injuries.

You will be responsible for analysing and compiling Financial Planning reports, in conjunction with the Advisers, ensuring compliance with Business Quality Standards at all times.

RESPONSIBILITIES

  • Providing excellent levels of customer service to Clients, Barristers, Solicitors and Court Funds.
  • Working along side our lead Paraplanners to support the PICOP Advisers
  • Conducting research on clients’ financial planning arrangements (existing and recommended).
  • Undertaking investment portfolio analysis, including asset allocation analysis.
  • Compiling all relevant illustrations, projections and associated documentation.
  • Preparing all required client service agreement letters and suitability letters.
  • Transferring transaction instructions to application forms.
  • Ensuring that client files comply with the company business quality standards.
  • Obtaining valuation data and client information to complete Review Reports.
  • Liaising with third parties and acting as the point of contact for all on going queries.
  • Communicating with clients in a professional yet empathetic manner, demonstrating an understanding of the clients’ personal situation.
  • Issuing trust documentation and providing paperwork such as quotations, illustrations and client reports.
  • Adhering to strict Personal Injury Trust regulations as well as the FCA, HMRC and DWP regulations.

EXPERIENCE AND SKILLS

  • Have previous experience of working in an administrative role within a financial services admin or legal sector.
  • Diploma in Financial Planning or level 4 equivalent preferable but not essential and or working towards Level 4 or Certificate in Paraplanning.
  • Have experience working within defined service standards, policies and procedures.
  • Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint).

OUR VALUES

  • Be Reliable
  • Think Independently
  • Create Confidence

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