PICOP Advisor – 1629

Salary £35,000
Job Type Permanent
Location London or Manchester

My client are looking for Personal Injury and Court of Protection (PICOP) advisers who thrive on making a positive impact on people’s lives, to join their team in either their Manchester or London office.  My client has a leading reputation within the PICOP arena.

Responsibilities:

  • Provide holistic Independent Financial Advice to individuals, trustees and deputies in relation to personal injury and clinical negligence cases.
  • Work with Senior Advisers and paraplanners
  • Investment Research and analysis
  • Preparation of investment planning reports/annual needs schedules/income schedules/Payment feasibility reports
  • Arranging client review reports
  • Responding to queries from clients, deputies and professional partners
  • Undertake regular fact-finding, presentations and service review meetings with clients
  • Strive to recognise new business opportunities and assist with the organisation of industry relevant events
  • Follow up on all enquiries in a timely manner
  • Ensure ongoing continuous professional development
  • Always putting your clients first

Requirements:

  • Showing compassion, empathy and confidentiality at all times to clients who have faced some exceptionally challenging, often catastrophic, experiences
  • Diploma Level 4 qualified as a minimum
  • Working towards the relevant Trust Qualifications (CII J02 or equivalent)
  • Proven track record working within a PICOP team or keen to develop knowledge and experience in this arena

 

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please Note:  Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.

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Job Title: PICOP Advisor - 1629
Job Reference: 1629

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2 Station Road, Brundall
Norwich, NR13 5LA