£18000 - £23000 per annum + Competitive Salary & benefits
18-05-2020 10:35 AM
Our client is recruiting for a Consultant (Level 1) to join the SIPP/SSAS team. You will provide an excellent customer service and keep the clients at the heart of everything the company does. Duties will include, demonstrate an understanding of all training leading to the management of a portfolio of SSAS's or SIPP's, the key areas being, ensuring fee management principles adhered to, 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. Actively updating SSASMAN or Swift plus all relevant databases, ensuring compliance and SIP department processes are followed at all times, attending client meetings as and when required and ensure the quality of your work is of a very high standard and meets department standards. To be considered for this role, you will be organised methodical & have a logical approach to portfolio management and problem solving with good communication skills. In return you will receive a competitive salary and good benefits package.