Pensions Support Specialist
3 weeks ago
About Us
Isio is a leading pensions advisory business that provides expert support to companies, trustees, and individuals. We are committed to delivering better opportunities for our people and clients.
Job Summary
We are seeking an experienced and self-motivated individual to provide comprehensive support to our consultants in our Croydon office. The successful candidate will manage client relationships, submit new business, and maintain client records.
Key Responsibilities
- Manage administration workflow and receive requests from consultants and paraplanners
- Upload fact find information to the client management system and obtain policy information and valuations
- Manage daily post and process new business and client correspondence
- Check compliance data and track applications to completion
- Ensure deadlines are met and maintain up-to-date client files
- Remuneration monitoring and correct payment and allocation to consultant
- Establish and build relationships with clients and providers
- Assist consultants in pre-meeting preparation and annual reviews
- Register and utilise appropriate extranet/websites and other forms of e-business
- Cash Balance Monitoring
- Operate within compliance and corporate standards of the business
- Consistently implement and review processes
- Undertake professional development and training
Requirements
- 1+ year experience in an IFA environment
- Previous experience processing business
- Computer literate (Word, Excel, PowerPoint, Outlook)
- Interpersonal – team working and communicating with clients
- Proactive, willing to continue to develop, enthusiastic
- Highly organised, methodical, disciplined and meticulous
- Good organisational, time management skills and effective workload management
- Ability to prioritise and deal with pressure
About Isio
We are a People First business, committed to delivering better opportunities for our people and clients. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
We are an equal opportunities employer and welcome applications from all suitably qualified candidates.
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