Consultant - SIPP/SSAS
Scotland | Negotiable | Posted 29 days ago
Excellent opportunity for a SIPP/SSAS Market leader with longevity in the SIPP arena and an enviable client base
Chance to develop and grow within the role and maximise your potential within a company that offers excellent support/training.
About the role
Provide an excellent customer service and keep our clients at the heart of everything we do
Meet and exceed on customer expectations
Actively updating SSASMAN or Swift plus all relevant databases
Ensuring Compliance and SIP department processes
Have an awareness of all types of Self Investment: the initial aspects of Member Benefits including Transfers, Retirements, Deaths, Divorce, Protection, Lifetime and Annual Allowance
Organised methodical & logical approach to Portfolio Management and Problem Solving
Good time management skills
Ideally experience administering pension schemes
Please quote reference 13768489 . If you know someone suitable for this role, share the word and through our referral scheme receive £250! This is just one of the many roles that we are working on, all of which are on our website www.sammonspensions.co.uk . We are committed to supporting and promoting diversity in the workplace. Any salary advertised is for search purposes only. If you have not heard from us within 7 days, you have not been successful on this occasion.