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- Tasks: Process personal investments and pensions while ensuring client best interests.
- Company: Join a successful and established IFA organisation in Bury St Edmunds.
- Benefits: Competitive salary, supportive team environment, and opportunities for personal development.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Experience in sales support and knowledge of pensions/investments is essential.
- Other info: Dynamic role with a focus on compliance and client outcomes.
A1stclassadministrativeopportunityhasarisenforanexperiencedIFASalesSupporttechniciantojoinahugelysuccessfulandwellestablishedIFAOrganisationinBuryStEdmonds.
Is this the role you are looking for If so read on for more details, and make sure to apply today.
MainDutiesandResponsibilities:
- Toprocessarangeofpersonalinvestments/Pensions(GPPandOccupational)
- TopromoteandalwaysworktowardsdeliveryofClientBestInterestoutcomes.
- Toalwaysensureadherencetopolicyandprocedures,withdistinctregardandcompliancewiththeConflict-of-InterestPolicyandInducementandIncentivepolicy.
- Totakeresponsibilityforownperformanceandtoidentifypersonaldevelopmentareas.
- Assistthewiderteamandbusinesswithyourknowledgeonanadhocbasiswherebusinessneedsrequire.
- Ensureawarenessandcomplianceofregulatoryresponsibilitiesandensuringthattheconsumeroutcomesareatthecoreofwork.
- Supporttheteamtoensurethatalladviserssupplyafullcompliantfiletotheadministrationteambeforeprocessinganynewbusiness.
- Allclientsmustbeenteredontotheback-officesystemSubmitpensionandinvestmentstoprovidersonline(viaproviderswebsite)orbypost.
- Chaseprovidersontheprogressofbusinessinatimelyandeffectivemanner. xiskglj
WearekeentoreceiveapplicationsfromexperiencedPension/.
Contact Detail:
The Coast Partnership Ltd Recruiting Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Sales Support Administrator role. Highlight your experience with personal investments and pensions, and don’t forget to mention any relevant compliance knowledge you have!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your commitment to client best interest outcomes and how you can contribute to our success.
Showcase Your Attention to Detail: In this role, attention to detail is key. Make sure your application is free from typos and errors. This shows us that you take pride in your work and understand the importance of compliance.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!