Pension Ifa Sales Support Administrators - East Croydon, United Kingdom - Coast Specialist Recruitment
Description
An experienced Pension Client Administrator to provide proactive and efficient administration support to Pension Planners.The role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Plannerswithin the team, ensuring that all new business documentation is accurate and processed in line with agreed service standards.
They are actively looking for a skilled IFA support technician to work in their Croydon offices.
The role:
- To train, develop and grow into experienced Wealth Planning Client Service Executive.
- To fully understand the role and the expectations of the role from both an inhouse and a regulatory perspective.
- Obtain and understand information and quotations required by Wealth Planners/Para-Planners to enable them to research the client's needs prior to recommendations, as and when required.
- Learn to process new business from submission to completion in adherence to the service standards and operational Wealth Planning procedures and activity management.
- Learn to process and understand all the key servicing elements in support of our client's needs and objects. Surrenders, Withdrawals & Income payments as an example.
More jobs from Coast Specialist Recruitment
-
BTL Case Manager
London, United Kingdom - 4 days ago
-
Paraplanning Manager
Milton Keynes, United Kingdom - 1 week ago
-
Risk & Compliance Officer
Reading, United Kingdom - 1 week ago
-
Complaints Handler
Brentwood, United Kingdom - 3 weeks ago
-
Btl Mortgage Underwriter
London, United Kingdom - 3 weeks ago
-
Financial Call Centre Trainer/Coach
Brentwood, United Kingdom - 4 days ago