Exciting time to join this growing Personal Pensions specialist and deliver first-class services across a portfolio of clients.
Bath - 1 day in the office per week
About the role
- Process new SIPP applications
- Handle transfers in and out, including cash transfers and in-specie transfers
- Act as point of contact and attend meetings with external suppliers
- Process contributions, including personal, employer, and third-party payments
- Monitor annual allowance and lifetime allowance limits
About you
- Background in SIPP pensions delivery
- Pension Qualifications are advantageous or will need to take CF1 and FA2 exams within 12 months of completing the probationary period - strong communication skills
Please quote reference 98568 If you know someone suitable for this role, share the word and through our referral scheme receive up to £250! Click here [1] for further details on our recommendation scheme. This is just one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website www.sammons.co.uk [2] for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for. Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace and consider all applications. Any salary advertised is for search purposes only. If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies. Links: ------ [1] https://sammons.co.uk/recommend-a-friend/ [2] http://www.sammons.co.uk/
