Paraplanner - Personal Injury Team
Private Wealth - Sandbach Office
In the increasingly complex UK financial services market this client are known as experts in thier field.
THE DEPARTMENT - Personal Injury Team
The Personal Injury & Court of Protection Team provides specialist guidance to individuals, families and their legal teams with respect to the appropriate composition of catastrophic damages awards and the ongoing financial management of those funds. The team works alongside Lawyers, Barristers and Charities delivering the required outcomes for vulnerable individuals.
Working closely with the Personal Injury Advisers and in partnership with the Team’s existing administrative support, you will be responsible for assisting the Adviser’s in achieving and where possible exceeding their annual targets and objectives.
To play an integral part of the existing support team and to provide paraplanning support to the Personal Injury Team.
This will require research, analysis and general administration on a day to day basis.
The Senior Manager and Advisers will be responsible for the continued development and training of the Paraplanner involving them in client meetings, report writing and prospecting.
New Business Processing
New Referral Processing
Preparation of annual statements and commentary
Assisting with research and advice
Liaising with investment companies
Liaising with professional contacts which are mainly lawyers and also some client contact
Level 4 Qualified
Good knowledge of Microsoft Office
Accurate keyboard skills
A good knowledge of regulatory requirements
Experience of working within a
high pressure environment
Excellent interpersonal skills and telephone manner
Excellent personal organisational and administrative planning skills
The ability to work well within a team environment and build effective working relationships
An eagerness to continuously learn and develop skills and knowledge
- Personal Injury