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Job Opportunity – Personal Injury Trust Adviser

Personal Injury Trust Adviser

Job description

At Frenkel topping our aim for the quarter century of our existence has been to provide the highest quality of financial service advice, support and recommendations, predominantly to the recipients of clinical negligence and personal injury awards.

An exciting opportunity has arisen within our Personal Injury Trust Team.The main purpose of this role is to provide an efficient, professional service to clients who require a Personal Injury Trust.

We are seeking an individual who has an excellent telephone manner, who is driven and enthusiastic and works well within a team.

Key Responsibilities:

Preparing and processing of trust deed documentsAdministering of bank application formsRequesting relevant identification documents from clients

Processing relevant documentation

Input and maintain information to ensure internal systems and files are kept up to date and in the relevant place

To liaise directly with clients via telephone, email, and written correspondenceTo liaise directly with solicitors and professional deputies, via telephone, email and written correspondence

Provide advice regarding viability of Trust

Provide advice and assistance in respect of cases allocated and clientrequirements

Undertake all trust referrals allocated following published procedures

Maintain KPI’s to published standards

Maintain current knowledge of Trust requirements and attend any training asdeemed necessary

Managing the departments incoming and outgoing mail

Scanning /photocopying/filing of client related documents

Recording and processing client’s cheques

Preparing and sending out invoices

Manage smaller pieces of work to completion, either standalone or as part of larger projects to support achievement of business objectives

Other administrative tasks for the various departments and the wider team as required

Experience

Experience in using standard office software products including excel, word, outlook

Experience of providing administrative support in a busy office environment

Experience in business processing

Skills & Abilities

Ability to communicate effectively with a wide range of people including legal representatives

Ability to prioritise and manage own workload

Ability to communicate effectively both orally and in writing

Possess an exceptional level of accuracy when producing documents andinputting data

Personal Qualities

Display self-motivation, drive and enthusiasm

Possess a flexible approach to work

A desire to support vulnerable clientsBe hard working, enthusiastic and reliable

Good team player

Education & Training

Maths & English Language GCSE Grade C or above

 

Application deadline: 27/08/2021

Job Types: Full-time, Permanent

Salary: £18,000.00-£22,000.00 per year.

Interested parties, please send a covering letter and CV to recruitment@frenkeltopping.co.uk