Description

A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds. MainDutiesandResponsibilities: Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational) TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes. Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy. Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas. Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire. Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork. Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness. Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost. Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner. WearekeentoreceiveapplicationsfromexperiencedPension/InvestmentadministratorswhoarekeentojoinalargeandprogressiveIFApractice.Interviewsareavailableimmediately.