SIPP Associate

Posted 6 March by MB Fitzgerald Easy Apply

I’m currently recruiting for a SIPP Associate to join one of my best clients. My client are a national financial planning business who now have the requirement for a SIPP Associate to join their London based team. My client is a well-established Investment Management & Financial Planning organisation with an excellent reputation across the UK. They have always been a big player at the top end of the market, they have made multiple acquisitions at the beginning of this year which has meant that they have become even more profitable. They are now considered one of the biggest Investment Management & Financial Planning firms in the UK providing advice to UHNW clients.

Key duties will include:

  • Processing cash movements on the AJ Bell platform, moving monthly contributions, managing the SIPP mailbox daily and responding to queries within the agreed SLA.
  • Updating CRM with any withdrawal requests Liaising with Investment managers and advisers with regards to queries / requests processing additional contributions
  • Process new cash SIPP requests including completion and checking of application forms Request valuations and statement requests as and when required.
  • General SIPP administration tasks

This is an excellent opportunity to join one of the most reputable Wealth Management organisations in the UK, my client will provide full support to attain further qualifications and have an excellent benefits package.

Reference: 34619945

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