Finance Administrator - Fornham Saint Martin, United Kingdom - Pertemps Cambridge

Description

Finance Administrator required to join the Personal Injury team based within a firm in Bury St Edmunds to become a case worker.

Full time
Mon to Fri 9am - 5pm
Hybrid working offered
Must have own transport
Career progression
Lots of company benefits

You will provide support in the management of client's finances and the associated work arising from this. You will help build good working relationships with Clients, their families and other professionals involved in supporting them.

You will need to take a broad overview of a client's circumstances to ensure long-term financial security and that the best interests of clients are met, managing crises and providing advice and solutions.

Duties involved:
Work under guidance and supervision of the Senior Relationship Managers and Relationship Managers ensuring that Client funds are appropriately managed, including ensuring that sufficient monies are available, within the correct accounts, to meet ongoing needs and expenditure
Manage relationship with Clients, their families and other professionals and agencies, such as Case Managers, Social Services and Care in the Community either directly
Be working in a team based environment, sharing workloads and delegating tasks to enhance client service

Ensure all files are compliant with the firm's policies in respect of conflict checking, money laundering, risk and compliance matters and in relation to the team's policies.

Ensure all files are kept up to date and maintained in accordance with the requirements of the Law SocietyThis role may involve regular travel to clients nationally.

Flexibility with working hours will be required at times in order to meet the needs of clients.

Knowledge, skills and experience required

You must have an understanding of the requirements of the Court of Protection
Good communication skills, both written and verbal
Good interpersonal skills with the ability to interact with disabled clients with both mental and/or physical impairment, on the phone or face to face
Confident in dealing with difficult and sometimes volatile situations
Be happy to undertake and assist with business development activities for the team
Ensure that all work undertaken, including letters and all communications regarding clients, is correctly documented, time-recorded (in accordance with time-recording policy) and that related time and financial cost targets are met
Previous face to face customer service experience is desirable
Experience of dealing with financial affairs also desirableIf the above role sounds of interest to you please apply today