At a Glance
- Tasks: Provide essential admin support to our PICOP Advisers and assist clients with compassion.
- Company: Join Chase de Vere, a top independent financial advice firm with a supportive culture.
- Benefits: Enjoy 25 days annual leave, competitive salary, and professional development opportunities.
- Other info: Be part of a nurturing environment with excellent career growth and community involvement.
- Why this job: Make a real impact in people's lives while growing your career in finance.
- Qualifications: A-Level standard or equivalent and experience in administration, preferably in financial services.
The predicted salary is between 49500 - 60500 £ per year.
Chase de Vere is a national, award-winning independent financial advice firm established in 1969.
We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses.
Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers.
At Chase de Vere, we value excellence, integrity, and personal growth.
Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised.
If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere.
Together, we help clients achieve financial security and peace of mind for the future.
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
- 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
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.
Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:
Benefits
- 25 days annual leave (increases to 30 days with service) plus Bank Holidays
- Contributory pension scheme
- Life assurance – 4 x annual 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
- Paid volunteering days each year
- 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
PICOP Administrator in City of London employer: CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
Chase de Vere is an exceptional employer that fosters a collaborative and supportive work culture, where paraplanners are empowered to grow their skills through hands-on experience and mentorship from seasoned professionals. Located in a vibrant area, employees benefit from a dynamic environment that encourages innovation and offers ample opportunities for career advancement, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land PICOP Administrator in City of London
✨Tip Number 1: Tap Into Professional Networks
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✨Tip Number 4: Apply Directly on Company Websites
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We think you need these skills to ace PICOP Administrator in City of London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
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How to prepare for a job interview at CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
