Juice is delighted to be working with an agile investments and pensions company in central Bath.
We are recruiting Pensions specialist to work within the Operations department.
Within this role you will be:
- Supporting 3rd parties to include Financial Advisers, Business Support / Sales and Client Services
- Taking a lead role and being Subject Matter Expert on all SIPP and Drawdown issues
- Supporting the Pensions Team with annual Income Drawdown reviews
- Performing manual calculations relating to Lifetime Allowance
- Helping to identify areas of improvement in process
- Understanding the impact of regulatory, legislative and market changes and communicating these across the business and taking action on any necessary changes
- Following risk and compliance procedures, working within FCA guidelines
Ideally you will have knowledge of SIPP and pensions admin. Qualifications in IOC or CII will be advantageous though not essential. Understanding of or exposure to model portfolios would be advantageous.