IN PARTNERSHIP Salary
BELGRAVE HOUSE 39-43 MONUMENT HILL WEYBRIDGE KT13 8RN
TIN: 08475288
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Earnings on positions in IN PARTNERSHIP
IN PARTNERSHIP is looking for employees for positions:
pensions administrator
Working hours
- full-time
Language
- english
Responsibility
- to promote and work at all times towards In Partnership’s policy of delivery of Client Best Interest outcomes
- 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
- 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 or by post
- to ensure adherence at all times to the In Partnership suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy
- chase providers on the progress of business in a timely and effective manner
Requirements
- previous experience as an administrator within the financial services industry
- especially with Investments, Pensions e.g Personal, GPP or Occupational
- FA1 – Life office administration
- good keyboard skills
- previous knowledge and understanding of the Insurance/Financial Services Industry is essential
- problem solving
- time Management
- up to date knowledge of financial services providers and products