SIPP/SSAS Service Executive (12 month FTC)
Our client is a leading Wealth Management platform with funds under management of c£19 Bn and they now seek an experienced SIPP/SSAS Service Executive to join their busy team in Bristol.
Key responsibilities include:
- Working with the SIPP.SSAS teams to establish and meet agreed SLA’s to provide a seamless end to end service from distribution with new business
- Fluently processing SIPP/SSAS and performing administration to an expert level, assisting the Team Leader in coaching and developing team members
- Dealing with all SIPP/SSAS queries by telephone, email and letter
To be considered for this opportunity you must have knowledge of SIPP and SSAP products, systems and processes. It would be useful if you posses a relevant qualification such as CF1 or CISI Investment Operations, although this is not an essential requirement. You’ll have knowledge of financial services and investment products along with good analytical and problem solving skills. You’ll have good written and verbal communication and be flexible and willing to go that extra mile.
In return you’ll receive a good basic salary of £26,000 with many company benefits, and the opportunity to work with a top firm in the Wealth Management arena. If these sounds like your ideal next role please apply today.