EvriExeter
Join Our Team of Self-Employed Couriers! - **£2000 Welcome Payment!**.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the b...
EvriHoniton
Join Our Team of Self-Employed Couriers! - **£2000 Welcome Payment!**.Are you looking for a flexible job with great earning potential? Look no further!.We have immediate opportunities for you to join our team with plenty of options for you to choose from across our 7-day delivery operation and the b...
Exeter
JOB TITLE: Temporary Branch Administrator - Immediate Start
LOCATION: Exeter
HOURLY RATE: £11.50 per hour
HOURS: Monday - Friday, 8:30am till 5:00pm
BENEFITS: We would love for you to join us, some of the great perks of temping through Office...
Willand, 13 mi from Exeter
Sales Office Administrator
Willand / Uffculme EX15 (Tiverton area)
Full time
Monday - Friday 08.00 - 17.30
Pay rate: depending on experience.
Acorn by Synergie is seeking a skilled Sales Office Administrator for their manufacturing Client based...
Plymouth, 33 mi from Exeter
Pertemps currently have an exciting opportunity available, for a Recruitment Administrator to join our highly reputable clients very busy Sales & Operations department.
As the Recruitment Administrator, you will be responsible for a variety...
Exeter
Manpower are looking to recruit an engaging and proactive Transport Planning Administrator in Exeter
As part of the Transport Planning team, reporting into the Transport Planning shift lead, you will work closely with the schedulers, customer...
Cathedral Appointments | South West RecruitmentExeter
Administrator to join their experienced and friendly Investment Services department based in Exeter. As the Investments Administrator, you will provide administrative support to Investment colleagues. Ensuring the team remains compliant and provides excellent...
Miller CountrywideTorquay, 17 mi from Exeter
Job DescriptionWe’re looking for a Customer Service Advisor to support our fantastic Lettings teams in Torquay and Paignton. As our Customer Service Advisor you will take ownership of office administration accurately and efficiently...
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Senior Administrator
Plymouth | Permanent | £25,000 - £32,000/year | www.cv-library.co.uk |
Calling all strong Administrators!
Pertemps is looking for a Senior Administrator to support their client’s Independent Financial Advisers (IFA), carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
Working from their beautiful offices near Plymouth Hoe, this is an excellent opportunity to take your administrative career to the next level!
Job details:
Salary: £25,000 - £32,000 depending on experience
Full time - 9-5 Monday to Thursday, 9-4 Friday
Skills required:
Highly effective time management and organisational skills
Ability to work as part of a team
Ability to work under pressure
Good literacy and numeracy skills Proficient in use of Microsoft Office
Excellent communication and interpersonal Skills (verbal and written)
Articulate with attention to detail
Ability to work within defined business processes
Industry experience is required for the role.
The following are key for the role: Client Servicing
Preparing new business and client review packs for client meetings
Assisting with the production of accurate client portfolio valuations statements Obtaining literature and forms from providers and pre-completing basic client details
Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
Highlighting and assisting in the client review process to deal with policy queries.
Processing new business submissions
To use an appropriate system to record all new business submitted to providers.
To record all new business and advice events accurately on back-office systems
Liaise with product providers to ensure all applications are received, completed, and attend to outstanding requirements, communicating with relevant adviser.
Correctly record commission and fees and issue invoices where necessary
Produce Illustrations, valuations, report writing, analysis, fact-find, when required.
Managing correspondence and maintaining client files
Linking all incoming and outgoing relevant documentation and correspondence onto client files including: All written and electronic correspondence - Conversations and emails with clients - Conversations with providers
Ensuring electronic client files are organised and updated to ensure information is easily accessible when required.
All ensure all client facing correspondence has been proofread Ensuring advisers produce follow-up notes to client meetings.
Company Compliance
Ensuring all tasks are carried out within FCA regulatory
Notifying advisers of any complaints received and following appropriate procedures within complaints handling process.
Recording all correspondence
Following Anti-Money Laundering Procedures
Liaise with compliance or senior management when you highlight a case which you feel does not meet company policy or procedures.
To ensure that all activity complies with company procedures.
If this sounds like you, please apply with your CV today! Please contact Emma Hutchings at the Plymouth branch for more information
Pertemps is looking for a Senior Administrator to support their client’s Independent Financial Advisers (IFA), carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
Working from their beautiful offices near Plymouth Hoe, this is an excellent opportunity to take your administrative career to the next level!
Job details:
Salary: £25,000 - £32,000 depending on experience
Full time - 9-5 Monday to Thursday, 9-4 Friday
Skills required:
Highly effective time management and organisational skills
Ability to work as part of a team
Ability to work under pressure
Good literacy and numeracy skills Proficient in use of Microsoft Office
Excellent communication and interpersonal Skills (verbal and written)
Articulate with attention to detail
Ability to work within defined business processes
Industry experience is required for the role.
The following are key for the role: Client Servicing
Preparing new business and client review packs for client meetings
Assisting with the production of accurate client portfolio valuations statements Obtaining literature and forms from providers and pre-completing basic client details
Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
Highlighting and assisting in the client review process to deal with policy queries.
Processing new business submissions
To use an appropriate system to record all new business submitted to providers.
To record all new business and advice events accurately on back-office systems
Liaise with product providers to ensure all applications are received, completed, and attend to outstanding requirements, communicating with relevant adviser.
Correctly record commission and fees and issue invoices where necessary
Produce Illustrations, valuations, report writing, analysis, fact-find, when required.
Managing correspondence and maintaining client files
Linking all incoming and outgoing relevant documentation and correspondence onto client files including: All written and electronic correspondence - Conversations and emails with clients - Conversations with providers
Ensuring electronic client files are organised and updated to ensure information is easily accessible when required.
All ensure all client facing correspondence has been proofread Ensuring advisers produce follow-up notes to client meetings.
Company Compliance
Ensuring all tasks are carried out within FCA regulatory
Notifying advisers of any complaints received and following appropriate procedures within complaints handling process.
Recording all correspondence
Following Anti-Money Laundering Procedures
Liaise with compliance or senior management when you highlight a case which you feel does not meet company policy or procedures.
To ensure that all activity complies with company procedures.
If this sounds like you, please apply with your CV today! Please contact Emma Hutchings at the Plymouth branch for more information
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