A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds.
MainDutiesandResponsibilities:
Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational)
TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes.
Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy.
Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas.
Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire.
Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork.
Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness.
Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost.
Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner.
WearekeentoreceiveapplicationsfromexperiencedPension/InvestmentadministratorswhoarekeentojoinalargeandprogressiveIFApractice.Interviewsareavailableimmediately.
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
-
FullTime
- Category:
-
Sales;Banking