IFA Sales Support Administrator

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A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds.
Is this the role you are looking for If so read on for more details, and make sure to apply today. MainDutiesandResponsibilities: Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational) TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes. Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy. Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas. Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire. Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork. Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness. Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost. Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner. xehkeey WearekeentoreceiveapplicationsfromexperiencedPension/.
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Location:
Bury St Edmunds
Job Type:
FullTime
Category:
Sales

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