Pension and Investment Administrator

A 1st class administrative opportunity has arisen for an experienced IFA Sales Support technician to join a hugely successful and well established IFA Organisation in Bury St Edmonds.

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.