Graduate Associate

Summary:

The main purpose of the Expert Witness Report Writer is to provide support and assistance to the Consultants, ensuring reports produced meet the leading industry standard for Pension Loss, Loss of Earnings, Periodical Payment Orders and Settlement Assessment reports together with managing and maintaining own work-load to a high standard.  

The Expert Witness Report Writer must undergo training in order to have understanding and knowledge on how to produce Pension Loss, Loss of Earnings, Periodical Payment Orders and Settlement Assessment reports. This will include knowledge of Pension Schemes, Accounting rules for employed Claimants, how to produce cashflows and analysis of any relevant documents. 

As a graduate, the Report Writer will also be required to undertake their Level 4 Diploma in Financial Planning which consists of 6 exams. 3 exams to be completed in year one and 3 in year two.  

Responsibilities:

• Managing own workload and maintaining a high standard of work 
• Ensure they are accurately maintaining and updating our CRM (Intelliflo) data in line with agreed processes 
• Understanding how to use any relevant spreadsheets, cashflow system and PI calculator. 
• Keep up to date with knowledge provided to you by the team specialists or manager, keeping notes of any training sessions or update emails. 
• Keeping updated on regulation and caselaw affecting the provision and methodology for Pension Loss/Loss of Earnings/Periodical Payments/Settlement Assessments 
• Understanding any relevant case law and how the rulings apply to our reports. 
• Assist with any administrative tasks in the absence of the Team administrator. 
• Ensuring report’s issued are produced in line with formatting specifications. 
• Continuously learning the rules of different pension schemes in order to calculate the relevant pension in the reports.  
• Keeping up to date with the revision of the Ogden Tables.  
• Understanding the rules and application of taxation and national insurance. 

Qualifications:

• GCSE in Maths and English 
• Degree Level or equivalent – Legal/accounting/financial fields is preferred 
• Experience in Accountancy, Pension or Legal fields is preferable  
• Competent in using Microsoft Excel and Word 
• Ability to communicate effectively both orally and in writing. 
• Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data 
• Professional attitude and appearance 
• Ability to understand and interpret complex information 
• Ability to manage workload alongside studying for exams.