IFA Sales Support Administrator

10 Days Old

A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds.MainDutiesandResponsibilities:Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational)TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes.Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy.Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas.Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire.Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork.Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness.Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost.Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner.WearekeentoreceiveapplicationsfromexperiencedPension/.JBRP1_UKTJ
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Location:
Bury St Edmunds
Job Type:
FullTime

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