Our client, a very well established financial services company are now looking for a experienced Pensions and investments Administrator to join the business.
Main Duties and Responsibilities:
- To promote and always work towards the clients policy of delivery of Client Best Interest outcomes.
- To always ensure adherence to the suite of 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 our focus in all work we do.
- 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 on line (via providers website) or by post.
- Chase providers on the progress of business in a timely and effective manner 10.
- Update clients progress of workflow
- To prioritise workload to ensure deadlines are met
- Chase client authorities with insurance companies
- Ensure all documents held on client files are scanned to INVU or Intelligent Office
- Issue documents to clients including post sales letters and plan schedules
- Produce ongoing service reports for adviser's client meetings with all supporting documentation in a timely and effective manner
- Ensure that all client's details that are signed up to an ongoing service are added to mailchimp to receive publications.
- To maintain continual professional development and skills.