Due to strong organic growth, our client, a highly reputable Advisory business, is looking to further enhance its Support Team with the appointment of an experienced SIPP/ SSAS Administrator.
Based in London, it has established a strong presence and enviable reputation in the local market. It is enjoying a period of sustained growth and success, and is in the process of expanding its Advice Team, which will ultimately result in higher volumes of clients, and therefore increased administrative responsibilities. Consequently, an Administrator with good working knowledge of SIPP / SSAS is urgently required.
You will work closely with a Consultant and a Technical Paraplanner, operating as a team throughout the advice process, ensuring a first class client service is delivered. More specifically, you will be responsible for the processing and submission of new business and policy tracking, as well as the preparation of annual reviews for Adviser’s client meetings. You will maintain up to date product knowledge in order to ensure reports are technically accurate and you will also be responsible for day to day administrative tasks such as database management and operating client review systems.
It is essential that you have experience within a similar position and are familiar with the advice process, given that you will be an integral part of the team, you must be able to hit the ground running. Good working knowledge of SIPP / SSAS products is prerequisite, as is an understanding of the wider pensions market. Whilst not essential, it is preferred that you have previous experience 1st (Avelo) software and have obtained a minimum of FPC, or its modern day equivalent.
In return, you will receive a competitive basic salary, as well as enjoying an attractive flexible benefits package including Life Assurance, PHI and, in time, pension contributions. You are also given the option to buy and sell holiday entitlement.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment
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