PICOP Administrator
Core
Deliver end-to-end administrative support to Personal Injury and Court of Protection (PICOP) Advisers, managing client documentation, trust paperwork, and financial queries for clients with severe injuries.
Role type
Senior IC financial services administrator (PICOP)
Builds
Trust documentation, client reports, quotations, and valuations for the Personal Injury Trust Service
Domain
Financial services / Personal Injury Law
Required skills
End-to-end administration, trust documentation management, client liaison, diary management, financial query processing, attention to detail, planning and organization
Preferred skills
Financial services industry experience, A-Level qualification or equivalent
Technologies
None explicitly stated
Responsibilities
Produce client paperwork including quotations, illustrations, valuations, and reports; process new business documentation; facilitate client requests regarding withdrawals, income, and tax; manage adviser diaries; act as primary contact for client, solicitor, and barrister enquiries
Seniority
Junior to Mid-level, hands-on IC