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Senior Administrator
12 hours ago
Livewell Southwest CIC Plymouth, United Kingdom30 hours per week. · Are you an excellent organiser and want to support our Community Phlebotomy team with your administrative skills? We would like to hear from you to become our Band 3 Senior Administrator. ...
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Senior Administrator
2 days ago
Citizens Advice Plymouth, United Kingdom**Position**: Senior Administrator - HR · **Location**: Plymouth · **Closing date**: 11 September 2023 · **Role details**: · Job title: Senior Administrator - HR · Location: Plymouth · **Salary**: £20,971.60 · Salary pro rata: No · Hours per week: 37 · Type of contract: Permanent ...
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Senior Training Administrator
12 hours ago
Livewell Southwest CIC Plymouth, United KingdomLivewell Southwest professional training department are looking to recruit a Senior Training Advisor for up to 30 hours per week, for a 12 month fixed term contract or secondment opportunity. · A rare opportunity has arisen for a fixed term or secondment to this new senior admini ...
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School Senior Administrator
3 days ago
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Senior Ifa Administrator
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Capio Recruitment Plymouth, United KingdomAn independent Financial Planning firm in Plymouth, experiencing consistent growth and fostering a tight-knit team environment are looking for a Senior Administrator to join their team. · As a Senior IFA Admin, you'll play a pivotal role in client servicing, new business processi ...
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Senior Systems Administrator
2 days ago
Plessey Semiconductors Ltd Plymouth, United KingdomAn exciting opportunity has arisen to join the IT Department within Plessey Semiconductors Ltd, based at our manufacturing site in Roborough, Plymouth. · You will be involved in project work including upgrades to current systems, implementations of new systems and introducing pro ...
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Asc Senior Administrator
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Livewell Southwest CIC Plymouth, United KingdomIn return you will be part of a highly supportive and friendly team who endeavour to deliver the best outcomes for the people of Plymouth. ...
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Senior Administrator for Patient Safety
1 week ago
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Senior Leadership Administrator
6 days ago
Pertemps Plymouth Plymouth, Devon, United Kingdom Full timePertemps 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. · Salary: £25,000 - £3 ...
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Senior Systems Administrator
1 week ago
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Financial Services Senior Administrator
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Senior Employee Relations Administrator
1 week ago
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Senior Employee Relations Administrator
1 week ago
Equal Ops Plymouth, United KingdomIMPORTANT: PLEASE BEAWARE WE REPRESENT VETERAN APPLICANTS & DISABLED APPLICANTSEXCLUSIVELY · Weare seeking two Senior Employee Relations Administrators to joinour growing People Management team. The successful candidates willwork in partnership with staff management and union rep ...
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Senior Employee Relations Administrator
1 week ago
Equal Ops Plymouth, United KingdomJob Description · IMPORTANT: PLEASE BE AWARE WE REPRESENT VETERAN APPLICANTS & DISABLED APPLICANTS EXCLUSIVELY · We are seeking two Senior Employee Relations Administrators to join our growing People Management team. The successful candidates will work in partnership with staff, ...
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Client Services Senior Administrator
1 week ago
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Gynae Support Secretary
3 days ago
University Hospitals Plymouth NHS Trust Plymouth, United KingdomTo support the Medical Administration Team in providing an efficient and timely secretarial, clerical and administrative service. · - The key responsibilities of this role are the effective management of specific departmental and patient administration systems, ensuring strict ad ...
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Rota Co-ordinator Administrator
1 week ago
University Hospitals Plymouth NHS Trust Plymouth, United KingdomThe Royal Eye Infirmary is looking for a Rota Co-Ordinator Administrator to join the administration and clerical team in REI. · The post holder is responsible for the support of the administrative co-ordination of the Junior and Senior medical staff rotas across Ophthalmology whi ...
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Administrator (Compliance and Systems)
2 days ago
Plymouth University Plymouth, United KingdomThe Placement Systems Compliance Team supports the Faculty's extensive statutory placement activity using a bespoke placement management information system. This Administrator post is responsible for supporting the Senior Administrators and Placement Systems Compliance Manager. · ...
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Rd&i Junior Finance Support Administrator
4 days ago
University Hospitals Plymouth NHS Trust Plymouth, United KingdomUniversity Hospitals Plymouth NHS Trust is looking for someone with a keen interest in finance administration to join our busy Research and Development Team based at Derriford Hospital. · For someone with a keen interest in finance there will be the opportunity to access further ...
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Programme Administrator
1 week ago
Plymouth University Plymouth, United KingdomThe School of Health Professions delivers training to the professions allied to health and requires a proactive and enthusiastic Programme Administrator to provide administrative and placement support within an extremely busy team. · Under the direction of the Senior Programme Ad ...
Senior Administrator - Plymouth, United Kingdom - Pertemps Plymouth
Description
Calling all strong AdministratorsPertemps 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 necessaryProduce 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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