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My client, incorporated in 2008, are an Independent Financial Advice practice (IFA) and specialise in retirement and investment planning for both individuals and businesses. Currently working from offices in Sheffield with 9 members of staff, Advisers and Support staff including Administration and Paraplanning.
We are currently seeking a Drawdown & SIPP Report Writer / Administrator to join the current Administrative teams who will be responsible for carrying out research and preparing reports and documentation for drawdowns, SIPPS, SIPP Investments and Pension Transfers, managing drawdown annual review procedures / letters, processing benefits claims, calculating and processing disinvestments and investment of deposit monies, monitor trustee cash accounts and statements, collate and analyse information for pension transfers in a compliant manner and liaise with both clients and providers in a professional manner.
We are seeking someone with a good grounding in financial services, who must have a sound understanding and a good level of experience of pension drawdown and, if possible, commercial property SIPPs, although this is not essential and can be trained. It would be to your advantage if you have any additional qualifications in terms of Pensions or Financial Planning in general i.e. Diploma in Financial Planning / RO1 / RO2 / RO3 / RO4 / RO5 / RO6, further studies and development will be supported.
If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.
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