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IFA Sales Support AdministratorThe Coast Partnership • England, United Kingdom
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IFA Sales Support Administrator

The Coast Partnership
  • GB
    England, United Kingdom
  • GB
    England, United Kingdom
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À propos

A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds. MainDutiesandResponsibilities: Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational) TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes. Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy. Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas. Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire. Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork. Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness. Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost. Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner. WearekeentoreceiveapplicationsfromexperiencedPension/InvestmentadministratorswhoarekeentojoinalargeandprogressiveIFApractice.Interviewsareavailableimmediately.
AMRT1_UKTJ ...
  • England, United Kingdom

Compétences linguistiques

  • English
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