Plymouth
Admin, Secretarial, PA
Permanent | Full Time
ASAP
23/04/2024
21/05/2024
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.
