Pensions Support Specialist

3 weeks ago


Croydon, Greater London, United Kingdom Isio Full time

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 our clients.

Job Role

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 accurate records.

Key Responsibilities

  • Manage administration workflow and prioritize tasks effectively
  • Receive and implement requests from consultants and paraplanners
  • Upload fact find information to the client management system
  • Obtain policy information and valuations, maintain on Intelliflo
  • Manage and deal with daily post as directed
  • Process all new business and client correspondence
  • Check compliance data is present
  • Track applications to completion
  • Ensure deadlines are met
  • 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 our clients. We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. 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 we welcome applications from all suitably qualified candidates.



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