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The Coast Partnership Ltd
IFA Sales Support AdministratorThe Coast Partnership Ltd • Bury St Edmunds, England
IFA Sales Support Administrator

IFA Sales Support Administrator

The Coast Partnership Ltd • Bury St Edmunds, England
7 days ago
Job type
  • Full-time
Job description
A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds. MainDutiesandResponsibilities: Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational) TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes. Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy. Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas. Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire. Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork. Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness. Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost. Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner. WearekeentoreceiveapplicationsfromexperiencedPension/InvestmentadministratorswhoarekeentojoinalargeandprogressiveIFApractice.Interviewsareavailableimmediately.
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IFA Sales Support Administrator • Bury St Edmunds, England

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