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    Senior Leadership Administrator - Plymouth, Devon, United Kingdom - Pertemps Plymouth

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    Full time
    Description

    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.


    Salary:
    £25,000 - £32,000 depending on experience
    Full time - 9-5 Monday to Thursday, 9-4 Friday
    Good literacy and numeracy skills Proficient in use of Microsoft Office
    Highlighting and assisting in the client review process to deal with policy queries.
    To record all new business and advice events accurately on back-office systems
    Produce Illustrations, valuations, report writing, analysis, fact-find, whenrequired.
    Ensuring all tasks are carried out within FCA regulatory
    Notifying advisers of any complaints received and following appropriate procedures within complaints handling process.

    Liaise with compliance or senior management when you highlight a case which you feel does not meet company policy or procedures.



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