IFA Sales Support Administrator
New Today
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. xbpsjku
WearekeentoreceiveapplicationsfromexperiencedPension/.
- Location:
- Bury St Edmunds
- Job Type:
- FullTime
- Category:
- Sales
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