IFA Sales Support Administrator

New Yesterday

A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds.
MainDutiesandResponsibilities:
Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational)
TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes.
Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy.
Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas.
Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire.
Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork.
Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness.
Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost.
Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner.
WearekeentoreceiveapplicationsfromexperiencedPension/InvestmentadministratorswhoarekeentojoinalargeandprogressiveIFApractice.Interviewsareavailableimmediately.

TPBN1_UKTJ
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Location:
Bury St
Salary:
£30,000
Job Type:
FullTime
Category:
Sales;Banking

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