A 1st class administrative opportunity has arisen for an experienced IFA Sales Support technician to join a hugely successful and well established IFA Organisation.
Main Duties and Responsibilities:
*To process a range of personal investments/Pensions ( GPP and Occupational)
*To promote and always work towards delivery of Client Best Interest outcomes.
*To always ensure adherence to policy and procedures, with distinct regard and compliance with the Conflict-of-Interest Policy and Inducement and Incentive policy.
*To take responsibility for own performance and to identify personal development areas.
*Assist the wider team and business with your knowledge on an ad hoc basis where business needs require.
*Ensure awareness and compliance of regulatory responsibilities and ensuring that the consumer outcomes are at the core of work.
*Support the team to ensure that all advisers supply a full compliant file to the administration team before processing any new business.
*All clients must be entered onto the back-office system Submit pension and investments to providers online (via providers website) or by post.
*Chase providers on the progress of business in a timely and effective manner.
We are keen to receive applications from experienced Pension/Investment administrators who are keen to join a large and progressive IFA practice. Interviews are available immediately.