A leading financial advisory firm that provides unrestricted financial advice, have a requirement for a Benefits Advisor. The role of the Benefits Advisor will be to provide advice on the welfare benefits system to clients and employees. The successful candidate will need to have thorough knowledge of the benefits review system, ideally coming from a like for like background with PICOP experience.
Day to day responsibilities include:
- Undertaking fact finding discussions with clients or their professional representatives.
- Interpreting and explaining legislation, official letters, or benefits information for clients.
- Providing written advice regarding benefits entitlements to people who have suffered personal injury.
- Helping clients complete claim forms or prepare appeals.
- Liaising with local benefits agencies/job centres.
- Representing clients at tribunals.
- Ensuring knowledge regarding benefits and legislation is kept up to date.
- Taking responsibility for recording accurately all client contact on a back-office system.
- Training financial advisers regarding changes in the benefits system.
- Providing educational seminars
Experience required:
- The ability to develop and maintain good working relationships at all levels.
- Knowledge of the benefits system, welfare rights and entitlements, application processes and eligibility criteria.
- Knowledge and experience in dealing with clients who have been awarded personal injury damages and have been appointed a Deputy or are beneficiaries of a Personal Injury Trust.
- Willing to continuously undergo training with regards to updates and changes in legislation.
- Can work independently manage and prioritise a varied and complex caseload, ensuring deadlines are adhered to in accordance with service standards.
- Motivated to provide service and high-quality advice to vulnerable clients
- Excellent command of the English language and the ability to produce quality written advice.
- Highly articulate with the ability to communicate with clients, staff at all levels, and professional introducers of business.
Welfare Benefits Advisor, Bury (VA-1966)
A leading financial advisory firm that provides unrestricted financial advice, have a requirement for a Benefits Advisor. The role of the Benefits Advisor will be to provide advice on the welfare benefits system to clients and employees. The successful candidate will need to have thorough knowledge of the benefits review system, ideally coming from a like for like background with PICOP experience.
Day to day responsibilities include:
Experience required: