IFA Sales Support Administrator

New Today

A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds. MainDutiesandResponsibilities: Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational) TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes. Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy. Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas. Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire. Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork. Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness. Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost. Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner. WearekeentoreceiveapplicationsfromexperiencedPension/InvestmentadministratorswhoarekeentojoinalargeandprogressiveIFApractice.Interviewsareavailableimmediately.
AMRT1_UKTJ ...
Apply
Location:
Bury St. Edmunds
Salary:
£30,000
Job Type:
FullTime
Category:
Customer Service & Support

We found some similar jobs based on your search