Key duties include providing support to Operations, Compliance, Sales, Advisers and Paraplanners.
Typically you will be the first port of call for Technical Queries from operations and sales and must have a thorough understanding of SIPP and Drawdown products.
You'll play a key part in improving systems and processes and work with internal teams in readiness for regulatory changes.
Duties include - technical support, ownership of queries, ownership of reporting requirements, overseeing regulatory requirements, calculations of Benefit Crystallisation Events and Lifetime Allowance, due diligence on pension transfers, complex death claim cases.
Working with the business support team to ensure IT platforms are set up for regulatory changes, overseeing system testing.
Super role offering long term career progression in an exciting agile environment.
Benefits include discretionary bonus of up to 15% of salary, private health/ medical, pension, gym etc.