Social network you want to login/join with:
Isio was ‘born’ in, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. We provide companies, trustees, and individuals with the highest levels of expertise across our core pensions business, which includes Actuarial & Consulting and Pensions Administration, as well as our complementary services: Investment Advisory, Reward & Benefits and Wealth Planning.
Our heritage gives us a unique edge. Decades of experience, combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions for our clients and society.
Our relentless focus for better means we challenge tradition with the clear ambition to bring our industry into the modern world. Something we achieve, in close collaboration with our clients, day in, day out.
And while Isio is a young company, our people are some of the most experienced in their fields, bringing track records of having achieved commercial advantage for clients across pensions. Improving on long-accepted industry practices continues to drive us – and our business – forward. We are proud to work with a third of the FTSE, with over boards of trustees, and across all sectors.
Isio is committed to delivering better opportunities for our people and our clients. Since launching, we have acquired Premier Pensions Management Ltd. to extend our service offering to new and existing clients. This year, we acquired Deloitte Total Rewards & Benefits Ltd., positioning Isio as one of the largest pensions advisory businesses in the UK.
We are a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.
We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
We are looking for an experienced and self-motivated individual to provide comprehensive support to the Consultants in our Croydon Office, managing client relationships, submitting new business, policy servicing and Client Reviews.
This is a fixed-term contract for 12 months.
Role and Responsibilities
1. Manage their administration workflow
2. Receive and implement requests from Consultants and Paraplanners
3. Upload fact find information to the client management system (Intelliflo)
4. Obtain policy information and valuations, maintain on Intelliflo
5. Managing and dealing with daily post as directed.
6. To process all new business and client correspondence
7. Check all compliance data is present
8. Track applications to completion
9. Ensure any deadlines given by consultants/providers are met
10. Remuneration monitoring and correct payment and allocation to consultant
11. Establish and build relationships with clients and providers
12. Assist consultants in pre-meeting preparation and annual reviews
13. Register and utilise appropriate extranet/websites and other forms of e-business
14. Cash Balance Monitoring
15. Operate within the compliance and corporate standards of the business
16. Consistently implement and review processes
17. Undertake appropriate professional development and training
18. Comply with the Financial Services and Markets Act, the FSA Statements of Principle & Code of Practice and the relevant FSA rules at all times.
19. Comply with the relevant Compliance, T&C and anti-Money Laundering Procedures of the firm at all times.
20. Keep up to date with all relevant product, legislative or technical changes
Experience and Competencies Required
* 1+ year experience in an IFA environment
* Interpersonal – team working and communicating with clients
* Proactive, willing to continue to develop, enthusiastic
* Highly organised, methodical, disciplined and meticulous
* Good organisational, time management skills and effective workload management.
* Ability to prioritise and deal with pressure
#J-18808-Ljbffr