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